Investors who own more than 5% of a class must file a Schedule 13D or 13G. The latest filing for each security since 12/18/2024, newest first.
| Issuer | % of Class | Filed | |||
|---|---|---|---|---|---|
|
Core & Main, Inc.
13G/A
CNM · 21874C102
|
2.7% |
5/11/2026
Event 3/31/2026
|
|||
| Morgan Stanley | 2.7% | ||||
| Morgan Stanley Investment Management Inc. | 1.8% | ||||
|
Franklin Ltd Duration Income Trust
13G/A
FTF · 35472T101
|
7.5% |
5/11/2026
Event 3/31/2026
|
|||
| Morgan Stanley | 7.5% | ||||
| Parametric Portfolio Associates LLC | 7.5% | ||||
|
Caci International Inc /DE/
13G/A
CACI · 127190304
|
5.2%
Checked 5% or less
|
5/11/2026
Event 3/31/2026
|
|||
| Morgan Stanley | 5.2% | ||||
| Atlanta Capital Management Company, LLC | 4.2% | ||||
|
Western Asset High Income Opportunity Fund Inc.
13G
HIO · 95766K109
|
6.2% |
5/11/2026
Event 3/31/2026
|
|||
| Morgan Stanley | 6.2% | ||||
| Parametric Portfolio Associates LLC | 5.8% | ||||
|
ASA Gold & Precious Metals Ltd
13G/A
ASA · G3156P103
|
4.7% |
5/11/2026
Event 3/31/2026
|
|||
| Morgan Stanley | 4.7% | ||||
| Morgan Stanley Smith Barney LLC | 4.0% | ||||
|
abrdn Total Dynamic Dividend Fund
13G/A
AOD · 00326L100
|
8.2% |
5/11/2026
Event 3/31/2026
|
|||
| Morgan Stanley | 8.2% | ||||
| Parametric Portfolio Associates LLC | 8.2% | ||||
|
Dine Brands Global, Inc.
13G/A
DIN · 254423106
|
6.9% |
5/11/2026
Event 3/31/2026
|
|||
| Morgan Stanley | 6.9% | ||||
| Morgan Stanley Capital Services LLC | 6.4% | ||||
|
CBIZ, Inc.
13G/A
CBZ · 124805102
|
3.0% |
5/11/2026
Event 3/31/2026
|
|||
|
Bloom Energy Corp
13G/A
BE · 093712107
|
3.4% |
5/11/2026
Event 3/31/2026
|
|||
|
Aramark
13G/A
ARMK · 03852U106
|
5.3% |
5/11/2026
Event 3/31/2026
|
|||
|
abrdn Income Credit Strategies Fund
13G/A
ACP · 003057106
|
6.5% |
5/11/2026
Event 3/31/2026
|
|||
| Morgan Stanley | 6.5% | ||||
| Parametric Portfolio Associates LLC | 6.5% | ||||
|
Bloomia Holdings, Inc.
13G/A
TULP · 45765Y204
|
5.9% |
5/7/2026
Event 4/30/2026
|
|||
| Morgan Stanley | 5.9% | ||||
| Morgan Stanley Smith Barney LLC | 5.9% | ||||
|
WM Technology, Inc.
13G/A
MAPS · 92971A109
|
0% |
5/7/2026
Event 4/30/2026
|
|||
|
BlackRock Enhanced International Dividend Trust
13G/A
BGY · 092524107
|
10.1% |
5/7/2026
Event 4/30/2026
|
|||
| Morgan Stanley | 10.1% | ||||
| Morgan Stanley Smith Barney LLC | 10.0% | ||||
|
Tenax Therapeutics, Inc.
13G/A
TENX · 88032L605
|
3.5% |
4/8/2026
Event 3/31/2026
|
|||
| Morgan Stanley | 3.5% | ||||
| Morgan Stanley Capital Services LLC | 3.4% | ||||
|
Nuveen S&P 500 BuyWrite Income Fund
13G/A
BXMX · 6706ER101
|
0% |
4/8/2026
Event 3/31/2026
|
|||
| Morgan Stanley | 0% | ||||
| Morgan Stanley Smith Barney LLC | 0% | ||||
|
National Healthcare Corp
13G/A
NHC · 635906100
|
7.1% |
3/12/2026
Event 12/31/2025
|
|||
| Morgan Stanley | 7.1% | ||||
| Morgan Stanley Institutional Investment Advisors LLC | 6.7% | ||||
|
Peakstone Realty Trust
13G/A
PKST · 39818P799
|
0.7% |
3/6/2026
Event 2/28/2026
|
|||
| Morgan Stanley | 0.7% | ||||
| Morgan Stanley Capital Services LLC | 0.6% | ||||
|
TGE Value Creative Solutions Corp
13G/A
BEBEU · G8773E126
|
0.1% |
3/6/2026
Event 2/28/2026
|
|||
| Morgan Stanley | 0.1% | ||||
| Morgan Stanley AIP GP LP | 0.1% | ||||
|
Blackrock Muniholdings Quality Fund II, Inc.
13G/A
MUE · 09254C107
|
0% |
3/6/2026
Event 2/28/2026
|
|||
| Morgan Stanley | 0% | ||||
| Morgan Stanley Smith Barney LLC | 0% | ||||
|
X4 Pharmaceuticals, Inc
13G/A
XFOR · 98420X202
|
10.2% |
3/6/2026
Event 2/28/2026
|
|||
| Morgan Stanley | 10.2% | ||||
| Morgan Stanley Investment Management Inc. | 10.2% | ||||
| Inception Trust | 5.2% | ||||
|
Blackrock Municipal Income Quality Trust
13G/A
BYM · 092479104
|
0% |
3/6/2026
Event 2/28/2026
|
|||
| Morgan Stanley | 0% | ||||
| Morgan Stanley Smith Barney LLC | 0% | ||||
|
Klaviyo, Inc.
13G/A
KVYO · 49845K101
|
4.1% |
3/6/2026
Event 2/28/2026
|
|||
|
SelectQuote, Inc.
13G/A
SLQT · 816307300
|
4.99% |
2/13/2026
Event 6/30/2025
|
|||
|
Voya Emerging Markets High Dividend Equity Fund
13G
IHD · 92912P108
|
6.1% |
2/12/2026
Event 12/31/2025
|
|||
| Morgan Stanley | 6.1% | ||||
| Morgan Stanley Smith Barney LLC | 6.1% | ||||
|
Cloudflare, Inc.
13G/A
NET · 18915M107
|
5.3%
Checked 5% or less
|
2/12/2026
Event 12/31/2025
|
|||
| Morgan Stanley | 5.3% | ||||
| Morgan Stanley Investment Management Inc. | 4.9% | ||||
|
Nuveen Core Plus Impact Fund
13G/A
NPCT · 67080D103
|
8.0% |
2/12/2026
Event 12/31/2025
|
|||
| Morgan Stanley | 8.0% | ||||
| Parametric Portfolio Associates LLC | 8.0% | ||||
|
QXO, Inc.
13G/A
QXO · 82846H405
|
8.6% |
2/12/2026
Event 12/31/2025
|
|||
| Morgan Stanley | 8.6% | ||||
| Morgan Stanley Investment Management Inc. | 8.4% | ||||
|
T1 Energy Inc
13G/A
TE · 35834F104
|
4.1% |
2/12/2026
Event 12/31/2025
|
|||
| Morgan Stanley | 4.1% | ||||
| Morgan Stanley Capital Services LLC | 3.7% | ||||
|
Lantheus Holdings, Inc.
13G/A
LNTH · 516544103
|
2.5% |
2/12/2026
Event 12/31/2025
|
|||
| Morgan Stanley | 2.5% | ||||
| Morgan Stanley Capital Services LLC | 1.4% | ||||
|
Kornit Digital Ltd.
13G/A
KRNT · M6372Q113
|
8.6% |
2/12/2026
Event 12/31/2025
|
|||
| Morgan Stanley | 8.6% | ||||
| Morgan Stanley Capital Services LLC | 8.5% | ||||
|
Jianpu Technology Inc.
13G/A
AIJTY · 47738D309
|
6.0% |
2/12/2026
Event 12/31/2025
|
|||
| Morgan Stanley | 6.0% | ||||
| Morgan Stanley Capital Services LLC | 6.0% | ||||
|
On Holding AG
13G
ONON · H5919C104
|
6.5% |
2/12/2026
Event 12/31/2025
|
|||
| Morgan Stanley | 6.5% | ||||
| Morgan Stanley Investment Management Inc. | 6.4% | ||||
|
Zymeworks Inc.
13G/A
ZYME · 98985Y108
|
3.4% |
2/12/2026
Event 12/31/2025
|
|||
|
Turning Point Brands, Inc
13G/A
TPB · 90041L105
|
1.7% |
2/12/2026
Event 12/31/2025
|
|||
|
Grove Collaborative Holdings, Inc.
13G/A
GROV · 39957D201
|
7.1% |
2/12/2026
Event 12/31/2025
|
|||
| Morgan Stanley | 7.1% | ||||
| Morgan Stanley Smith Barney LLC | 7.1% | ||||
|
White Mountains Insurance Group Ltd
13G/A
WTM · G9618E107
|
3.0% |
2/12/2026
Event 12/31/2025
|
|||
|
Morgan Stanley Direct Lending Fund
13G
MSDL · 61774A103
|
5.0% |
2/12/2026
Event 12/31/2025
|
|||
| Morgan Stanley | 5.0% | ||||
| Morgan Stanley Investment Management Inc. | 5.0% | ||||
|
Landstar System Inc
13G/A
LSTR · 515098101
|
4.4% |
2/12/2026
Event 12/31/2025
|
|||
| Morgan Stanley | 4.4% | ||||
| Atlanta Capital Management Company, LLC | 3.8% | ||||
|
Kirby Corp
13G/A
KEX · 497266106
|
4.7% |
2/12/2026
Event 12/31/2025
|
|||
| Morgan Stanley | 4.7% | ||||
| Atlanta Capital Management Company, LLC | 4.0% | ||||
|
Atrenew Inc
13G/A
RERE · 00138L108
|
4.5% |
2/11/2026
Event 12/31/2025
|
|||
| Morgan Stanley | 4.5% | ||||
| Morgan Stanley Capital Services LLC | 4.5% | ||||
|
Inhibrx Biosciences, Inc.
13G
INBX · 45720N103
|
7.9% |
2/11/2026
Event 12/31/2025
|
|||
| Morgan Stanley | 7.9% | ||||
| Morgan Stanley Capital Services LLC | 6.3% | ||||
|
Anaptysbio, Inc
13G/A
ANAB · 032724106
|
3.6% |
2/11/2026
Event 12/31/2025
|
|||
| Morgan Stanley | 3.6% | ||||
| Morgan Stanley Capital Services LLC | 3.2% | ||||
|
Invesco California Value Municipal Income Trust
13G
VCV · 46132H106
|
5.5% |
2/11/2026
Event 12/31/2025
|
|||
| Morgan Stanley | 5.5% | ||||
| Morgan Stanley Smith Barney LLC | 5.5% | ||||
|
Highland Opportunities & Income Fund
13G/A
HFRO · 43010E404
|
5.1% |
2/11/2026
Event 12/31/2025
|
|||
| Morgan Stanley | 5.1% | ||||
| Morgan Stanley Smith Barney LLC | 5.1% | ||||
|
Gabelli Dividend & Income Trust
13G/A
GDV · 36242H104
|
8.6% |
2/11/2026
Event 12/31/2025
|
|||
| Morgan Stanley | 8.6% | ||||
| Morgan Stanley Smith Barney LLC | 8.6% | ||||
|
Avis Budget Group, Inc.
13G
CAR · 053774105
|
5.6% |
2/11/2026
Event 12/31/2025
|
|||
|
Array Technologies Inc
13G/A
ARRY · 04271T100
|
4.2% |
2/11/2026
Event 12/31/2025
|
|||
|
Factset Research Systems Inc
13G/A
FDS · 303075105
|
2.5% |
2/11/2026
Event 12/31/2025
|
|||
|
ClearBridge Energy Midstream Opportunity Fund Inc.
13G/A
EMO · 18469P209
|
7.2% |
2/11/2026
Event 12/31/2025
|
|||
| Morgan Stanley | 7.2% | ||||
| Morgan Stanley Smith Barney LLC | 7.1% | ||||
|
First Trust Senior Floating Rate Income Fund II
13G/A
FCT · 33733U108
|
4.1% |
2/11/2026
Event 12/31/2025
|
|||
| Morgan Stanley | 4.1% | ||||
| Parametric Portfolio Associates LLC | 4.1% | ||||
|
Teleflex Inc
13G/A
TFX · 879369106
|
4.9% |
2/11/2026
Event 12/31/2025
|
|||
| Morgan Stanley | 4.9% | ||||
| Atlanta Capital Management Company, LLC | 4.3% | ||||
|
Ventyx Biosciences, Inc.
13G/A
VTYX · 92332V107
|
0.3% |
2/6/2026
Event 1/31/2026
|
|||
|
Canada Goose Holdings Inc.
13G/A
GOOS · 135086106
|
0% |
1/8/2026
Event 12/31/2025
|
|||
| Morgan Stanley | 0% | ||||
| Morgan Stanley Investment Management Inc. | 0% | ||||
| Morgan Stanley Institutional Fund, Inc. - International Advantage Portfolio | 0% | ||||
|
Pliant Therapeutics, Inc
13G/A
PLRX · 729139105
|
0.9% |
1/8/2026
Event 12/31/2025
|
|||
|
Evoke Pharma Inc
13G/A
EVOK · 30049G302
|
0% |
12/5/2025
Event 11/30/2025
|
|||
| Morgan Stanley | 0% | ||||
| Morgan Stanley Smith Barney LLC | 0% | ||||
|
Aris Water Solutions, Inc.
13G/A
ARIS · 04041L106
|
0.2% |
11/7/2025
Event 10/31/2025
|
|||
|
Global-E Online Ltd.
13G/A
GLBE · M5216V106
|
3.7% |
11/7/2025
Event 9/30/2025
|
|||
| Morgan Stanley | 3.7% | ||||
| Morgan Stanley Investment Management Inc. | 3.7% | ||||
|
Cohen & Steers Total Return Realty Fund Inc
13G/A
RFI · 19247R103
|
4.7% |
11/7/2025
Event 9/30/2025
|
|||
| Morgan Stanley | 4.7% | ||||
| Morgan Stanley Smith Barney LLC | 4.7% | ||||
|
Praxis Precision Medicines, Inc.
13G/A
PRAX · 74006W207
|
2.9% |
11/7/2025
Event 9/30/2025
|
|||
| Morgan Stanley | 2.9% | ||||
| Morgan Stanley Capital Services LLC | 1.4% | ||||
|
Artivion, Inc.
13G/A
AORT · 228903100
|
4.4% |
11/7/2025
Event 9/30/2025
|
|||
|
Procore Technologies, Inc.
13G
PCOR · 74275K108
|
6.3% |
11/7/2025
Event 9/30/2025
|
|||
| Morgan Stanley | 6.3% | ||||
| Morgan Stanley Capital Services LLC | 5.3% | ||||
|
Virtus Convertible & Income Fund II
13G
NCZ · 92838U801
|
5.0% |
11/7/2025
Event 9/30/2025
|
|||
| Morgan Stanley | 5.0% | ||||
| Morgan Stanley Smith Barney LLC | 5.0% | ||||
|
Jack Henry & Associates Inc
13G/A
JKHY · 426281101
|
2.7% |
11/7/2025
Event 9/30/2025
|
|||
|
Nexpoint Diversified Real Estate Trust
13G/A
NXDTPRA · 65340G304
|
8.4% |
11/7/2025
Event 9/30/2025
|
|||
| Morgan Stanley | 8.4% | ||||
| Morgan Stanley Smith Barney LLC | 8.4% | ||||
|
BrandywineGLOBAL-Global Income Opportunities Fund Inc
13G/A
BWG · 10537L104
|
10.3% |
11/7/2025
Event 9/30/2025
|
|||
| Morgan Stanley | 10.3% | ||||
| Parametric Portfolio Associates LLC | 10.3% | ||||
|
DoubleLine Yield Opportunities Fund
13G
DLY · 25862D105
|
5.0% |
11/7/2025
Event 9/30/2025
|
|||
|
Coursera, Inc.
13G/A
COUR · 22266M104
|
1.3% |
11/7/2025
Event 9/30/2025
|
|||
|
Beta Bionics, Inc.
13G/A
BBNX · 08659B102
|
8.6% |
11/7/2025
Event 9/30/2025
|
|||
| Morgan Stanley | 8.6% | ||||
| Morgan Stanley Capital Services LLC | 7.8% | ||||
|
Sprout Social, Inc.
13G/A
SPT · 85209W109
|
3.9% |
11/7/2025
Event 9/30/2025
|
|||
|
First Trust Intermediate Duration Preferred & Income Fund
13G/A
FPF · 33718W103
|
13.0% |
11/7/2025
Event 9/30/2025
|
|||
| Morgan Stanley | 13.0% | ||||
| Morgan Stanley Smith Barney LLC | 12.9% | ||||
|
Guggenheim Active Allocation Fund
13G/A
GUG · 40170T106
|
8.4% |
11/7/2025
Event 9/30/2025
|
|||
| Morgan Stanley | 8.4% | ||||
| Morgan Stanley Smith Barney LLC | 8.4% | ||||
|
Key Tronic Corp
13G/A
KTCC · 493144109
|
14.8% |
11/7/2025
Event 9/30/2025
|
|||
| Morgan Stanley | 14.8% | ||||
| Morgan Stanley Smith Barney LLC | 14.8% | ||||
|
Nuveen Select Maturities Municipal Fund
13G
NIM · 67061T101
|
5.1% |
11/7/2025
Event 9/30/2025
|
|||
| Morgan Stanley | 5.1% | ||||
| Morgan Stanley Smith Barney LLC | 5.1% | ||||
|
Rigel Pharmaceuticals Inc
13G/A
RIGL · 766559702
|
0.7% |
10/7/2025
Event 9/30/2025
|
|||
| Morgan Stanley | 0.7% | ||||
| Morgan Stanley Capital Services LLC | 0.4% | ||||
|
ESSA Pharma Inc.
13G/A
EPIX · 29668H708
|
4.0% |
10/7/2025
Event 9/30/2025
|
|||
| Morgan Stanley | 4.0% | ||||
| Morgan Stanley & Co. LLC | 0% | ||||
|
Chemomab Therapeutics Ltd.
13G/A
CMMB · 16385C104
|
3.2% |
8/7/2025
Event 7/31/2025
|
|||
| Morgan Stanley | 3.2% | ||||
| Morgan Stanley & Co. LLC | 2.2% | ||||
|
BiomX Inc.
13G/A
PHGE · 09090D301
|
0% |
8/7/2025
Event 7/31/2025
|
|||
| Morgan Stanley | 0% | ||||
| Morgan Stanley & Co. LLC | 0% | ||||
|
Neuberger Berman Energy Infrastructure & Income Fund Inc.
13G/A
NML · 64129H104
|
6.1% |
8/7/2025
Event 6/30/2025
|
|||
| Morgan Stanley | 6.1% | ||||
| Morgan Stanley Smith Barney LLC | 6.1% | ||||
|
Prokidney Corp.
13G/A
PROK · G7S53R104
|
4.4% |
8/7/2025
Event 6/30/2025
|
|||
| Morgan Stanley | 4.4% | ||||
| Morgan Stanley Investment Management Inc. | 4.4% | ||||
|
Semler Scientific, Inc.
13G
SMLR · 81684M104
|
5.8% |
8/7/2025
Event 6/30/2025
|
|||
| Morgan Stanley | 5.8% | ||||
| Morgan Stanley Investment Management Inc. | 5.8% | ||||
|
TAL Education Group
13G/A
TAL · 874080104
|
3.6% |
8/6/2025
Event 6/30/2025
|
|||
| Morgan Stanley | 3.6% | ||||
| Morgan Stanley Capital Services LLC | 3.5% | ||||
|
UroGen Pharma Ltd.
13G
URGN · M96088105
|
5.4% |
8/6/2025
Event 6/30/2025
|
|||
|
Royce Global Trust, Inc.
13G
RGT · 78081T104
|
6.5% |
8/6/2025
Event 6/30/2025
|
|||
| Morgan Stanley | 6.5% | ||||
| Morgan Stanley Smith Barney LLC | 6.5% | ||||
|
Eaton Vance Floating-Rate Income Trust
13G/A
EFT · 278279104
|
3.7% |
8/6/2025
Event 6/30/2025
|
|||
| Morgan Stanley | 3.7% | ||||
| Morgan Stanley Smith Barney LLC | 3.7% | ||||
|
Western Asset Inflation-Linked Opportunities & Income Fund
13G/A
WIW · 95766R104
|
8.5% |
8/5/2025
Event 6/30/2025
|
|||
| Morgan Stanley | 8.5% | ||||
| Parametric Portfolio Associates LLC | 8.5% | ||||
|
First Trust Enhanced Equity Income Fund
13G/A
FFA · 337318109
|
8.5% |
8/5/2025
Event 6/30/2025
|
|||
| Morgan Stanley | 8.5% | ||||
| Morgan Stanley Smith Barney LLC | 8.5% | ||||
|
Theratechnologies Inc.
13G/A
THTX · 88338H704
|
1.9% |
8/5/2025
Event 6/30/2025
|
|||
|
Royalty Pharma plc
13G/A
RPRX · G7709Q104
|
9.2% |
8/5/2025
Event 6/30/2025
|
|||
| Morgan Stanley | 9.2% | ||||
| Morgan Stanley Investment Management Inc. | 8.5% | ||||
|
Fortrea Holdings Inc.
13G/A
FTRE · 34965K107
|
2.3% |
8/5/2025
Event 6/30/2025
|
|||
|
Integra Lifesciences Holdings Corp
13G/A
IART · 457985208
|
4.3% |
8/5/2025
Event 6/30/2025
|
|||
|
Tortoise Energy Infrastructure Corp
13G/A
TYG · 89147L886
|
6.1% |
8/5/2025
Event 6/30/2025
|
|||
| Morgan Stanley | 6.1% | ||||
| Morgan Stanley Smith Barney LLC | 6.1% | ||||
|
Nuveen Variable Rate Preferred & Income Fund
13G/A
NPFD · 67080R102
|
6.5% |
8/5/2025
Event 6/30/2025
|
|||
| Morgan Stanley | 6.5% | ||||
| Parametric Portfolio Associates LLC | 6.5% | ||||
|
Golar LNG Ltd
13G/A
GLNG · G9456A100
|
2.4% |
7/8/2025
Event 6/30/2025
|
|||
|
Concord Acquisition Corp II
13G/A
CNDA · 20607U108
|
0% |
6/6/2025
Event 5/30/2025
|
|||
| Morgan Stanley | 0% | ||||
| Morgan Stanley Smith Barney LLC | 0% | ||||
|
2seventy bio, Inc.
13G/A
TSVT · 901384107
|
0% |
6/6/2025
Event 5/30/2025
|
|||
|
Rivernorth Opportunities Fund, Inc.
13G/A
RIV · 76881Y109
|
8.2% |
5/7/2025
Event 3/31/2025
|
|||
| Morgan Stanley | 8.2% | ||||
| Morgan Stanley Smith Barney LLC | 8.2% | ||||
|
Tarsus Pharmaceuticals, Inc.
13G/A
TARS · 87650L103
|
4.7% |
5/7/2025
Event 3/31/2025
|
|||
|
Syndax Pharmaceuticals Inc
13G/A
SNDX · 87164F105
|
2.4% |
5/7/2025
Event 3/31/2025
|
|||
| Morgan Stanley | 2.4% | ||||
| Morgan Stanley & Co. LLC | 0.2% | ||||
|
Virtus Dividend, Interest & Premium Strategy Fund
13G/A
NFJ · 92840R101
|
7.7% |
5/7/2025
Event 3/31/2025
|
|||
| Morgan Stanley | 7.7% | ||||
| Parametric Portfolio Associates LLC | 7.7% | ||||