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 | |||
|---|---|---|---|---|---|
|
Redwood Trust, Inc.
13G/A
RWT · 758075402
|
17.0% |
10/6/2026
Event 9/30/2026
|
|||
| Wellington Management Group LLP | 17.0% | ||||
| Wellington Group Holdings LLP | 17.0% | ||||
| Wellington Investment Advisors Holdings LLP | 17.0% | ||||
| Wellington Management Company LLP | 16.9% | ||||
|
Hub Group, Inc.
13G/A
HUBG · 443320106
|
4.0% |
10/6/2026
Event 9/30/2026
|
|||
| Wellington Management Group LLP | 4.0% | ||||
| Wellington Group Holdings LLP | 4.0% | ||||
| Wellington Investment Advisors Holdings LLP | 4.0% | ||||
|
Latham Group, Inc.
13G/A
SWIM · 51819L107
|
10.2% |
10/6/2026
Event 9/30/2026
|
|||
| Wellington Management Group LLP | 10.2% | ||||
| Wellington Group Holdings LLP | 10.2% | ||||
| Wellington Investment Advisors Holdings LLP | 10.2% | ||||
| Wellington Management Company LLP | 9.7% | ||||
|
TPG Inc.
13G/A
TPG · 872657101
|
11.2% |
9/8/2026
Event 8/31/2026
|
|||
| Wellington Management Group LLP | 11.2% | ||||
| Wellington Group Holdings LLP | 11.2% | ||||
| Wellington Investment Advisors Holdings LLP | 11.2% | ||||
| Wellington Management Company LLP | 10.3% | ||||
|
AAON, Inc.
13G/A
AAON · 000360206
|
10.4% |
9/8/2026
Event 8/31/2026
|
|||
| Wellington Management Group LLP | 10.4% | ||||
| Wellington Group Holdings LLP | 10.4% | ||||
| Wellington Investment Advisors Holdings LLP | 10.4% | ||||
| Wellington Management Company LLP | 8.9% | ||||
|
Zenas Biopharma, Inc.
13G
ZBIO · 98937L105
|
10.1% |
9/8/2026
Event 8/31/2026
|
|||
| Wellington Management Group LLP | 10.1% | ||||
| Wellington Group Holdings LLP | 10.1% | ||||
| Wellington Investment Advisors Holdings LLP | 10.1% | ||||
| Wellington Management Company LLP | 9.9% | ||||
|
Chord Energy Corporation
13G/A
CHRD · 674215207
|
5.6% |
8/13/2026
Event 6/30/2026
|
|||
| Wellington Management Group LLP | 5.6% | ||||
| Wellington Group Holdings LLP | 5.6% | ||||
| Wellington Investment Advisors Holdings LLP | 5.6% | ||||
| Wellington Management Company LLP | 5.1% | ||||
|
Citizens Community Bancorp, Inc
13G/A
CZWI · 174903104
|
0% |
8/13/2026
Event 6/30/2026
|
|||
| Wellington Management Group LLP | 0% | ||||
| Wellington Group Holdings LLP | 0% | ||||
| Wellington Investment Advisors Holdings LLP | 0% | ||||
|
American Water Works Company, Inc.
13G/A
AWK · 030420103
|
7.6% |
8/13/2026
Event 6/30/2026
|
|||
| Wellington Management Group LLP | 7.6% | ||||
| Wellington Group Holdings LLP | 7.6% | ||||
| Wellington Investment Advisors Holdings LLP | 7.6% | ||||
| Wellington Management Company LLP | 7.5% | ||||
|
WisdomTree, Inc.
13G/A
WT · 97717P104
|
5.5% |
8/13/2026
Event 6/30/2026
|
|||
| Wellington Management Group LLP | 5.5% | ||||
| Wellington Group Holdings LLP | 5.5% | ||||
| Wellington Investment Advisors Holdings LLP | 5.5% | ||||
|
Perella Weinberg Partners
13G/A
PWP · 71367G102
|
7.3% |
8/13/2026
Event 6/30/2026
|
|||
| Wellington Management Group LLP | 7.3% | ||||
| Wellington Group Holdings LLP | 7.3% | ||||
| Wellington Investment Advisors Holdings LLP | 7.3% | ||||
| Wellington Management Company LLP | 6.3% | ||||
|
OppFi Inc.
13G/A
OPFI · 68386H103
|
3.5% |
8/13/2026
Event 6/30/2026
|
|||
| Wellington Management Group LLP | 3.5% | ||||
| Wellington Group Holdings LLP | 3.5% | ||||
| Wellington Investment Advisors Holdings LLP | 3.5% | ||||
|
Magnite, Inc.
13G/A
MGNI · 55955D100
|
4.2% |
8/13/2026
Event 6/30/2026
|
|||
| Wellington Management Group LLP | 4.2% | ||||
| Wellington Group Holdings LLP | 4.2% | ||||
| Wellington Investment Advisors Holdings LLP | 4.2% | ||||
|
Dime Commercial Bancshares, Inc.
13G/A
DCOM · 25432X102
|
7.7% |
8/13/2026
Event 6/30/2026
|
|||
| Wellington Management Group LLP | 7.7% | ||||
| Wellington Group Holdings LLP | 7.7% | ||||
| Wellington Investment Advisors Holdings LLP | 7.7% | ||||
| Wellington Management Company LLP | 7.7% | ||||
|
Cinemark Holdings, Inc.
13G/A
CNK · 17243V102
|
6.7% |
8/13/2026
Event 6/30/2026
|
|||
| Wellington Management Group LLP | 6.7% | ||||
| Wellington Group Holdings LLP | 6.7% | ||||
| Wellington Investment Advisors Holdings LLP | 6.7% | ||||
| Wellington Management Company LLP | 6.1% | ||||
|
Centerspace
13G/A
CSR · 15202L107
|
2.8% |
8/13/2026
Event 6/30/2026
|
|||
| Wellington Management Group LLP | 2.8% | ||||
| Wellington Group Holdings LLP | 2.8% | ||||
| Wellington Investment Advisors Holdings LLP | 2.8% | ||||
|
Immunocore Holdings plc
13G/A
IMCR · 45258D105
|
11.6% |
8/13/2026
Event 6/30/2026
|
|||
| Wellington Management Group LLP | 11.6% | ||||
| Wellington Group Holdings LLP | 11.6% | ||||
| Wellington Investment Advisors Holdings LLP | 11.6% | ||||
| Wellington Management Company LLP | 11.4% | ||||
|
Trustmark Corporation
13G/A
TRMK · 898402102
|
2.6% |
8/13/2026
Event 6/30/2026
|
|||
| Wellington Management Group LLP | 2.6% | ||||
| Wellington Group Holdings LLP | 2.6% | ||||
| Wellington Investment Advisors Holdings LLP | 2.6% | ||||
|
Tradeweb Markets Inc.
13G/A
TW · 892672106
|
5.3% |
8/13/2026
Event 6/30/2026
|
|||
| Wellington Management Group LLP | 5.3% | ||||
| Wellington Group Holdings LLP | 5.3% | ||||
| Wellington Investment Advisors Holdings LLP | 5.3% | ||||
| Wellington Management Company LLP | 5.0% | ||||
|
Patrick Industries, Inc.
13G/A
PATK · 703343103
|
4.9% |
8/13/2026
Event 6/30/2026
|
|||
| Wellington Management Group LLP | 4.9% | ||||
| Wellington Group Holdings LLP | 4.9% | ||||
| Wellington Investment Advisors Holdings LLP | 4.9% | ||||
|
Norwood Financial Corp
13G/A
NWFL · 669549107
|
5.2% |
8/13/2026
Event 6/30/2026
|
|||
| Wellington Management Group LLP | 5.2% | ||||
| Wellington Group Holdings LLP | 5.2% | ||||
| Wellington Investment Advisors Holdings LLP | 5.2% | ||||
| Wellington Management Company LLP | 5.2% | ||||
|
The NASDAQ OMX Group, Inc.
13G/A
NDAQ · 631103108
|
5.4% |
8/13/2026
Event 6/30/2026
|
|||
| Wellington Management Group LLP | 5.4% | ||||
| Wellington Group Holdings LLP | 5.4% | ||||
| Wellington Investment Advisors Holdings LLP | 5.4% | ||||
| Wellington Management Company LLP | 5.1% | ||||
|
Metropolitan Bank Holding Corp.
13G/A
MCB · 591774104
|
8.2% |
8/13/2026
Event 6/30/2026
|
|||
| Wellington Management Group LLP | 8.2% | ||||
| Wellington Group Holdings LLP | 8.2% | ||||
| Wellington Investment Advisors Holdings LLP | 8.2% | ||||
| Wellington Management Company LLP | 8.2% | ||||
|
Korn Ferry
13G/A
KFY · 500643200
|
5.0%
Checked 5% or less
|
8/13/2026
Event 6/30/2026
|
|||
| Wellington Management Group LLP | 5.0% | ||||
| Wellington Group Holdings LLP | 5.0% | ||||
| Wellington Investment Advisors Holdings LLP | 5.0% | ||||
|
Dick's Sporting Goods, Inc.
13G/A
DKS · 253393102
|
11.6% |
8/13/2026
Event 6/30/2026
|
|||
| Wellington Management Group LLP | 11.6% | ||||
| Wellington Group Holdings LLP | 11.6% | ||||
| Wellington Investment Advisors Holdings LLP | 11.6% | ||||
| Wellington Management Company LLP | 10.6% | ||||
|
DXP Enterprises, Inc.
13G/A
DXPE · 233377407
|
5.3% |
8/13/2026
Event 6/30/2026
|
|||
| Wellington Management Group LLP | 5.3% | ||||
| Wellington Group Holdings LLP | 5.3% | ||||
| Wellington Investment Advisors Holdings LLP | 5.3% | ||||
|
CarGurus, Inc.
13G/A
CARG · 141788109
|
4.3% |
8/13/2026
Event 6/30/2026
|
|||
| Wellington Management Group LLP | 4.3% | ||||
| Wellington Group Holdings LLP | 4.3% | ||||
| Wellington Investment Advisors Holdings LLP | 4.3% | ||||
|
YETI Holdings, Inc.
13G/A
YETI · 98585X104
|
5.6% |
8/13/2026
Event 6/30/2026
|
|||
| Wellington Management Group LLP | 5.6% | ||||
| Wellington Group Holdings LLP | 5.6% | ||||
| Wellington Investment Advisors Holdings LLP | 5.6% | ||||
|
WESCO International, Inc.
13G/A
WCC · 95082P105
|
4.1% |
8/13/2026
Event 6/30/2026
|
|||
| Wellington Management Group LLP | 4.1% | ||||
| Wellington Group Holdings LLP | 4.1% | ||||
| Wellington Investment Advisors Holdings LLP | 4.1% | ||||
|
United Therapeutics Corporation
13G/A
UTHR · 91307C102
|
3.2% |
8/13/2026
Event 6/30/2026
|
|||
| Wellington Management Group LLP | 3.2% | ||||
| Wellington Group Holdings LLP | 3.2% | ||||
| Wellington Investment Advisors Holdings LLP | 3.2% | ||||
|
Trex Company, Inc.
13G/A
TREX · 89531P105
|
9.5% |
8/13/2026
Event 6/30/2026
|
|||
| Wellington Management Group LLP | 9.5% | ||||
| Wellington Group Holdings LLP | 9.5% | ||||
| Wellington Investment Advisors Holdings LLP | 9.5% | ||||
| Wellington Management Company LLP | 8.0% | ||||
|
California BanCorp
13G/A
BCAL · 84252A106
|
7.6% |
8/13/2026
Event 6/30/2026
|
|||
| Wellington Management Group LLP | 7.6% | ||||
| Wellington Group Holdings LLP | 7.6% | ||||
| Wellington Investment Advisors Holdings LLP | 7.6% | ||||
| Wellington Management Company LLP | 7.0% | ||||
|
National Vision Holdings, Inc.
13G/A
EYE · 63845R107
|
9.6% |
8/13/2026
Event 6/30/2026
|
|||
| Wellington Management Group LLP | 9.6% | ||||
| Wellington Group Holdings LLP | 9.6% | ||||
| Wellington Investment Advisors Holdings LLP | 9.6% | ||||
| Wellington Management Company LLP | 7.9% | ||||
|
Happen, Inc.
13G/A
HAPN · 52603A208
|
13.3% |
8/13/2026
Event 6/30/2026
|
|||
| Wellington Management Group LLP | 13.3% | ||||
| Wellington Group Holdings LLP | 13.3% | ||||
| Wellington Investment Advisors Holdings LLP | 13.3% | ||||
| Wellington Management Company LLP | 13.1% | ||||
|
First Western Financial, Inc.
13G/A
MYFW · 33751L105
|
7.7% |
8/13/2026
Event 6/30/2026
|
|||
| Wellington Management Group LLP | 7.7% | ||||
| Wellington Group Holdings LLP | 7.7% | ||||
| Wellington Investment Advisors Holdings LLP | 7.7% | ||||
| Wellington Management Company LLP | 6.9% | ||||
|
Dominion Energy, Inc.
13G/A
D · 25746U109
|
4.6% |
8/13/2026
Event 6/30/2026
|
|||
| Wellington Management Group LLP | 4.6% | ||||
| Wellington Group Holdings LLP | 4.6% | ||||
| Wellington Investment Advisors Holdings LLP | 4.6% | ||||
|
Crinetics Pharmaceuticals, Inc.
13G/A
CRNX · 22663K107
|
6.8% |
8/13/2026
Event 6/30/2026
|
|||
| Wellington Management Group LLP | 6.8% | ||||
| Wellington Group Holdings LLP | 6.8% | ||||
| Wellington Investment Advisors Holdings LLP | 6.8% | ||||
| Wellington Management Company LLP | 6.4% | ||||
|
Ares Management Corporation
13G/A
ARES · 03990B101
|
4.3% |
8/13/2026
Event 6/30/2026
|
|||
| Wellington Management Group LLP | 4.3% | ||||
| Wellington Group Holdings LLP | 4.3% | ||||
| Wellington Investment Advisors Holdings LLP | 4.3% | ||||
|
Flex Ltd.
13G/A
FLEX · Y2573F102
|
4.9% |
8/13/2026
Event 6/30/2026
|
|||
| Wellington Management Group LLP | 4.9% | ||||
| Wellington Group Holdings LLP | 4.9% | ||||
| Wellington Investment Advisors Holdings LLP | 4.9% | ||||
|
KT Corporation
13G/A
Y49915104
|
8.0% |
8/13/2026
Event 6/30/2026
|
|||
| Wellington Management Group LLP | 8.0% | ||||
| Wellington Group Holdings LLP | 8.0% | ||||
| Wellington Investment Advisors Holdings LLP | 8.0% | ||||
| Wellington Management Company LLP | 6.9% | ||||
|
SK Telecom Co., Ltd.
13G/A
Y4935N104
|
1.5% |
8/13/2026
Event 6/30/2026
|
|||
| Wellington Management Group LLP | 1.5% | ||||
| Wellington Group Holdings LLP | 1.5% | ||||
| Wellington Investment Advisors Holdings LLP | 1.5% | ||||
|
Xenia Hotels & Resorts, Inc.
13G/A
XHR · 984017103
|
4.4% |
8/13/2026
Event 6/30/2026
|
|||
| Wellington Management Group LLP | 4.4% | ||||
| Wellington Group Holdings LLP | 4.4% | ||||
| Wellington Investment Advisors Holdings LLP | 4.4% | ||||
|
Voya Financial, Inc.
13G/A
VOYA · 929089100
|
4.3% |
8/13/2026
Event 6/30/2026
|
|||
| Wellington Management Group LLP | 4.3% | ||||
| Wellington Group Holdings LLP | 4.3% | ||||
| Wellington Investment Advisors Holdings LLP | 4.3% | ||||
|
IDACORP, Inc.
13G/A
IDA · 451107106
|
4.4% |
8/13/2026
Event 6/30/2026
|
|||
| Wellington Management Group LLP | 4.4% | ||||
| Wellington Group Holdings LLP | 4.4% | ||||
| Wellington Investment Advisors Holdings LLP | 4.4% | ||||
|
The Goodyear Tire & Rubber Company
13G/A
GT · 382550101
|
5.3% |
8/13/2026
Event 6/30/2026
|
|||
| Wellington Management Group LLP | 5.3% | ||||
| Wellington Group Holdings LLP | 5.3% | ||||
| Wellington Investment Advisors Holdings LLP | 5.3% | ||||
|
Flushing Financial Corporation
13G/A
FFIC · 343873105
|
0% |
8/13/2026
Event 6/30/2026
|
|||
| Wellington Management Group LLP | 0% | ||||
| Wellington Group Holdings LLP | 0% | ||||
| Wellington Investment Advisors Holdings LLP | 0% | ||||
|
First Busey Corporation
13G/A
BUSE · 319383204
|
5.8% |
8/13/2026
Event 6/30/2026
|
|||
| Wellington Management Group LLP | 5.8% | ||||
| Wellington Group Holdings LLP | 5.8% | ||||
| Wellington Investment Advisors Holdings LLP | 5.8% | ||||
| Wellington Management Company LLP | 5.8% | ||||
|
Darden Restaurants, Inc.
13G/A
DRI · 237194105
|
3.4% |
8/13/2026
Event 6/30/2026
|
|||
| Wellington Management Group LLP | 3.4% | ||||
| Wellington Group Holdings LLP | 3.4% | ||||
| Wellington Investment Advisors Holdings LLP | 3.4% | ||||
|
Columbia Banking System, Inc.
13G/A
COLB · 197236102
|
4.1% |
8/13/2026
Event 6/30/2026
|
|||
| Wellington Management Group LLP | 4.1% | ||||
| Wellington Group Holdings LLP | 4.1% | ||||
| Wellington Investment Advisors Holdings LLP | 4.1% | ||||
|
The Chefs' Warehouse, Inc.
13G/A
CHEF · 163086101
|
5.9% |
8/13/2026
Event 6/30/2026
|
|||
| Wellington Management Group LLP | 5.9% | ||||
| Wellington Group Holdings LLP | 5.9% | ||||
| Wellington Investment Advisors Holdings LLP | 5.9% | ||||
|
Cabot Corporation
13G/A
CBT · 127055101
|
4.7% |
8/13/2026
Event 6/30/2026
|
|||
| Wellington Management Group LLP | 4.7% | ||||
| Wellington Group Holdings LLP | 4.7% | ||||
| Wellington Investment Advisors Holdings LLP | 4.7% | ||||
|
Atmos Energy Corporation
13G/A
ATO · 049560105
|
5.5% |
8/13/2026
Event 6/30/2026
|
|||
| Wellington Management Group LLP | 5.5% | ||||
| Wellington Group Holdings LLP | 5.5% | ||||
| Wellington Investment Advisors Holdings LLP | 5.5% | ||||
| Wellington Management Company LLP | 5.1% | ||||
|
TransUnion
13G/A
TRU · 89400J107
|
3.4% |
8/13/2026
Event 6/30/2026
|
|||
| Wellington Management Group LLP | 3.4% | ||||
| Wellington Group Holdings LLP | 3.4% | ||||
| Wellington Investment Advisors Holdings LLP | 3.4% | ||||
|
Pinnacle Financial Partners, Inc.
13G/A
PNFP · 72348N109
|
7.4% |
8/13/2026
Event 6/30/2026
|
|||
| Wellington Management Group LLP | 7.4% | ||||
| Wellington Group Holdings LLP | 7.4% | ||||
| Wellington Investment Advisors Holdings LLP | 7.4% | ||||
| Wellington Management Company LLP | 6.9% | ||||
|
Malibu Boats, Inc.
13G/A
MBUU · 56117J100
|
6.3% |
8/13/2026
Event 6/30/2026
|
|||
| Wellington Management Group LLP | 6.3% | ||||
| Wellington Group Holdings LLP | 6.3% | ||||
| Wellington Investment Advisors Holdings LLP | 6.3% | ||||
| Wellington Management Company LLP | 5.6% | ||||
|
Investar Holding Corporation
13G/A
ISTR · 46134L105
|
5.2% |
8/13/2026
Event 6/30/2026
|
|||
| Wellington Management Group LLP | 5.2% | ||||
| Wellington Group Holdings LLP | 5.2% | ||||
| Wellington Investment Advisors Holdings LLP | 5.2% | ||||
| Wellington Management Company LLP | 5.2% | ||||
|
HA Sustainable Infrastructure Capital, Inc.
13G/A
HASI · 41068X100
|
7.8% |
8/13/2026
Event 6/30/2026
|
|||
| Wellington Management Group LLP | 7.8% | ||||
| Wellington Group Holdings LLP | 7.8% | ||||
| Wellington Investment Advisors Holdings LLP | 7.8% | ||||
| Wellington Management Company LLP | 6.8% | ||||
|
Cytokinetics, Incorporated
13G/A
CYTK · 23282W605
|
5.1% |
8/13/2026
Event 6/30/2026
|
|||
| Wellington Management Group LLP | 5.1% | ||||
| Wellington Group Holdings LLP | 5.1% | ||||
| Wellington Investment Advisors Holdings LLP | 5.1% | ||||
|
Customers Bancorp, Inc.
13G/A
CUBI · 23204G100
|
11.9% |
8/13/2026
Event 6/30/2026
|
|||
| Wellington Management Group LLP | 11.9% | ||||
| Wellington Group Holdings LLP | 11.9% | ||||
| Wellington Investment Advisors Holdings LLP | 11.9% | ||||
| Wellington Management Company LLP | 11.9% | ||||
|
CareTrust REIT, Inc.
13G/A
CTRE · 14174T107
|
4.1% |
8/13/2026
Event 6/30/2026
|
|||
| Wellington Management Group LLP | 4.1% | ||||
| Wellington Group Holdings LLP | 4.1% | ||||
| Wellington Investment Advisors Holdings LLP | 4.1% | ||||
|
Boise Cascade Company
13G/A
BCC · 09739D100
|
5.2% |
8/13/2026
Event 6/30/2026
|
|||
| Wellington Management Group LLP | 5.2% | ||||
| Wellington Group Holdings LLP | 5.2% | ||||
| Wellington Investment Advisors Holdings LLP | 5.2% | ||||
|
Atlanticus Holdings Corporation
13G/A
ATLC · 04914Y102
|
3.5% |
8/13/2026
Event 6/30/2026
|
|||
| Wellington Management Group LLP | 3.5% | ||||
| Wellington Group Holdings LLP | 3.5% | ||||
| Wellington Investment Advisors Holdings LLP | 3.5% | ||||
|
Acadia Healthcare Company, Inc.
13G/A
ACHC · 00404A109
|
6.2% |
8/13/2026
Event 6/30/2026
|
|||
| Wellington Management Group LLP | 6.2% | ||||
| Wellington Group Holdings LLP | 6.2% | ||||
| Wellington Investment Advisors Holdings LLP | 6.2% | ||||
| Wellington Management Company LLP | 5.9% | ||||
|
Wix.com Ltd.
13G/A
WIX · M98068105
|
3.7% |
8/13/2026
Event 6/30/2026
|
|||
| Wellington Management Group LLP | 3.7% | ||||
| Wellington Group Holdings LLP | 3.7% | ||||
| Wellington Investment Advisors Holdings LLP | 3.7% | ||||
|
Xenon Pharmaceuticals Inc.
13G/A
XENE · 98420N105
|
1.5% |
8/13/2026
Event 6/30/2026
|
|||
| Wellington Management Group LLP | 1.5% | ||||
| Wellington Group Holdings LLP | 1.5% | ||||
| Wellington Investment Advisors Holdings LLP | 1.5% | ||||
|
Soleno Therapeutics, Inc.
13G/A
SLNO · 834203309
|
0% |
8/13/2026
Event 6/30/2026
|
|||
| Wellington Management Group LLP | 0% | ||||
| Wellington Group Holdings LLP | 0% | ||||
| Wellington Investment Advisors Holdings LLP | 0% | ||||
|
Innovex International, Inc.
13G/A
INVX · 457651107
|
3.9% |
8/13/2026
Event 6/30/2026
|
|||
| Wellington Management Group LLP | 3.9% | ||||
| Wellington Group Holdings LLP | 3.9% | ||||
| Wellington Investment Advisors Holdings LLP | 3.9% | ||||
|
Hyatt Hotels Corporation
13G/A
H · 448579102
|
6.9% |
8/13/2026
Event 6/30/2026
|
|||
| Wellington Management Group LLP | 6.9% | ||||
| Wellington Group Holdings LLP | 6.9% | ||||
| Wellington Investment Advisors Holdings LLP | 6.9% | ||||
| Wellington Management Company LLP | 6.5% | ||||
|
EchoStar Corporation
13G
ECHO · 278768106
|
5.3% |
8/13/2026
Event 6/30/2026
|
|||
| Wellington Management Group LLP | 5.3% | ||||
| Wellington Group Holdings LLP | 5.3% | ||||
| Wellington Investment Advisors Holdings LLP | 5.3% | ||||
|
Dianthus Therapeutics, Inc.
13G
DNTH · 252828108
|
5.9% |
8/13/2026
Event 6/30/2026
|
|||
| Wellington Management Group LLP | 5.9% | ||||
| Wellington Group Holdings LLP | 5.9% | ||||
| Wellington Investment Advisors Holdings LLP | 5.9% | ||||
| Wellington Management Company LLP | 5.5% | ||||
|
CG Oncology, Inc.
13G/A
CGON · 156944100
|
6.0% |
8/13/2026
Event 6/30/2026
|
|||
| Wellington Management Group LLP | 6.0% | ||||
| Wellington Group Holdings LLP | 6.0% | ||||
| Wellington Investment Advisors Holdings LLP | 6.0% | ||||
| Wellington Management Company LLP | 5.7% | ||||
|
Callaway Golf Company
13G
CALY · 131193104
|
7.9% |
8/13/2026
Event 6/30/2026
|
|||
| Wellington Management Group LLP | 7.9% | ||||
| Wellington Group Holdings LLP | 7.9% | ||||
| Wellington Investment Advisors Holdings LLP | 7.9% | ||||
| Wellington Management Company LLP | 6.7% | ||||
|
Xperi Inc.
13G
XPER · 98423J101
|
5.1% |
8/13/2026
Event 6/30/2026
|
|||
| Wellington Management Group LLP | 5.1% | ||||
| Wellington Group Holdings LLP | 5.1% | ||||
| Wellington Investment Advisors Holdings LLP | 5.1% | ||||
|
Renasant Corporation
13G
RNST · 75970E107
|
6.3% |
8/13/2026
Event 6/30/2026
|
|||
| Wellington Management Group LLP | 6.3% | ||||
| Wellington Group Holdings LLP | 6.3% | ||||
| Wellington Investment Advisors Holdings LLP | 6.3% | ||||
| Wellington Management Company LLP | 5.5% | ||||
|
Primoris Services Corporation
13G
PRIM · 74164F103
|
8.6% |
8/13/2026
Event 6/30/2026
|
|||
| Wellington Management Group LLP | 8.6% | ||||
| Wellington Group Holdings LLP | 8.6% | ||||
| Wellington Investment Advisors Holdings LLP | 8.6% | ||||
| Wellington Management Company LLP | 7.9% | ||||
|
Northpointe Bancshares, Inc.
13G/A
NPB · 66661N886
|
10.6% |
8/13/2026
Event 6/30/2026
|
|||
| Wellington Management Group LLP | 10.6% | ||||
| Wellington Group Holdings LLP | 10.6% | ||||
| Wellington Investment Advisors Holdings LLP | 10.6% | ||||
| Wellington Management Company LLP | 10.6% | ||||
|
Viper Energy, Inc.
13G/A
VNOM · 64361Q101
|
4.5% |
8/13/2026
Event 6/30/2026
|
|||
| Wellington Management Group LLP | 4.5% | ||||
| Wellington Group Holdings LLP | 4.5% | ||||
| Wellington Investment Advisors Holdings LLP | 4.5% | ||||
|
MNTN, Inc.
13G/A
MNTN · 55318A108
|
9.2% |
8/13/2026
Event 6/30/2026
|
|||
| Wellington Management Group LLP | 9.2% | ||||
| Wellington Group Holdings LLP | 9.2% | ||||
| Wellington Investment Advisors Holdings LLP | 9.2% | ||||
| Wellington Management Company LLP | 8.5% | ||||
|
Jefferson Capital, Inc.
13G/A
JCAP · 47248R103
|
4.2% |
8/13/2026
Event 6/30/2026
|
|||
| Wellington Management Group LLP | 4.2% | ||||
| Wellington Group Holdings LLP | 4.2% | ||||
| Wellington Investment Advisors Holdings LLP | 4.2% | ||||
|
Heartflow, Inc.
13G/A
HTFL · 42238D107
|
9.1% |
8/13/2026
Event 6/30/2026
|
|||
| Wellington Management Group LLP | 9.1% | ||||
| Wellington Group Holdings LLP | 9.1% | ||||
| Wellington Investment Advisors Holdings LLP | 9.1% | ||||
| Wellington Management Company LLP | 8.9% | ||||
|
HMH Holding Inc.
13G
HMH · 40445M100
|
6.7% |
8/13/2026
Event 6/30/2026
|
|||
| Wellington Management Group LLP | 6.7% | ||||
| Wellington Group Holdings LLP | 6.7% | ||||
| Wellington Investment Advisors Holdings LLP | 6.7% | ||||
| Wellington Management Company LLP | 6.3% | ||||
|
FTAI Infrastructure Inc.
13G/A
FIP · 35953C106
|
11.4% |
8/13/2026
Event 6/30/2026
|
|||
| Wellington Management Group LLP | 11.4% | ||||
| Wellington Group Holdings LLP | 11.4% | ||||
| Wellington Investment Advisors Holdings LLP | 11.4% | ||||
| Wellington Management Company LLP | 11.4% | ||||
|
Forbright, Inc.
13G
FRBT · 34520K105
|
9.0% |
8/13/2026
Event 6/30/2026
|
|||
| Wellington Management Group LLP | 9.0% | ||||
| Wellington Group Holdings LLP | 9.0% | ||||
| Wellington Investment Advisors Holdings LLP | 9.0% | ||||
| Wellington Management Company LLP | 8.9% | ||||
|
FirstSun Capital Bancorp
13G/A
FSUN · 33767U107
|
9.3% |
8/13/2026
Event 6/30/2026
|
|||
| Wellington Management Group LLP | 9.3% | ||||
| Wellington Group Holdings LLP | 9.3% | ||||
| Wellington Investment Advisors Holdings LLP | 9.3% | ||||
| Wellington Management Company LLP | 9.3% | ||||
|
Diamondback Energy, Inc.
13G
FANG · 25278X109
|
5.8% |
8/13/2026
Event 6/30/2026
|
|||
| Wellington Management Group LLP | 5.8% | ||||
| Wellington Group Holdings LLP | 5.8% | ||||
| Wellington Investment Advisors Holdings LLP | 5.8% | ||||
| Wellington Management Company LLP | 5.7% | ||||
|
Cardinal Health, Inc.
13G
CAH · 14149Y108
|
6.3% |
8/13/2026
Event 6/30/2026
|
|||
| Wellington Management Group LLP | 6.3% | ||||
| Wellington Group Holdings LLP | 6.3% | ||||
| Wellington Investment Advisors Holdings LLP | 6.3% | ||||
| Wellington Management Company LLP | 5.9% | ||||
|
NXP Semiconductors N.V.
13G/A
NXPI · N6596X109
|
2.7% |
8/13/2026
Event 6/30/2026
|
|||
| Wellington Management Group LLP | 2.7% | ||||
| Wellington Group Holdings LLP | 2.7% | ||||
| Wellington Investment Advisors Holdings LLP | 2.7% | ||||
|
James Hardie Industries plc
13G/A
JHX · G4253H101
|
8.0% |
8/13/2026
Event 6/30/2026
|
|||
| Wellington Management Group LLP | 8.0% | ||||
| Wellington Group Holdings LLP | 8.0% | ||||
| Wellington Investment Advisors Holdings LLP | 8.0% | ||||
| Wellington Management Company LLP | 6.7% | ||||
|
ProMIS Neurosciences, Inc.
13G/A
PMN · 74346M505
|
7.8% |
8/13/2026
Event 6/30/2026
|
|||
| Wellington Management Group LLP | 7.8% | ||||
| Wellington Group Holdings LLP | 7.8% | ||||
| Wellington Investment Advisors Holdings LLP | 7.8% | ||||
| Wellington Management Company LLP | 7.8% | ||||
|
Hamilton Insurance Group, Ltd.
13G/A
HG · G42706104
|
8.7% |
8/13/2026
Event 6/30/2026
|
|||
| Wellington Management Group LLP | 8.7% | ||||
| Wellington Group Holdings LLP | 8.7% | ||||
| Wellington Investment Advisors Holdings LLP | 8.7% | ||||
| Wellington Management Company LLP | 7.4% | ||||
|
US Foods Holding Corp.
13G/A
USFD · 912008109
|
10.4% |
7/8/2026
Event 6/30/2026
|
|||
| Wellington Management Group LLP | 10.4% | ||||
| Wellington Group Holdings LLP | 10.4% | ||||
| Wellington Investment Advisors Holdings LLP | 10.4% | ||||
| Wellington Management Company LLP | 9.1% | ||||
|
MBX Biosciences
13G/A
MBX · 55287L101
|
10.5% |
7/8/2026
Event 6/30/2026
|
|||
| Wellington Management Group LLP | 10.5% | ||||
| Wellington Group Holdings LLP | 10.5% | ||||
| Wellington Investment Advisors Holdings LLP | 10.5% | ||||
| Wellington Management Company LLP | 9.8% | ||||
|
Excelerate Energy, Inc.
13G/A
EE · 30069T101
|
10.5% |
7/8/2026
Event 6/30/2026
|
|||
| Wellington Management Group LLP | 10.5% | ||||
| Wellington Group Holdings LLP | 10.5% | ||||
| Wellington Investment Advisors Holdings LLP | 10.5% | ||||
| Wellington Management Company LLP | 9.1% | ||||
|
Apogee Therapeutics, Inc.
13G/A
APGE · 03770N101
|
0.9% |
7/8/2026
Event 6/30/2026
|
|||
| Wellington Management Group LLP | 0.9% | ||||
| Wellington Group Holdings LLP | 0.9% | ||||
| Wellington Investment Advisors Holdings LLP | 0.9% | ||||
|
Coterra Energy Inc.
13G/A
CTRA · 127097103
|
0% |
6/5/2026
Event 5/29/2026
|
|||
| Wellington Management Group LLP | 0% | ||||
| Wellington Group Holdings LLP | 0% | ||||
| Wellington Investment Advisors Holdings LLP | 0% | ||||
|
NOW Inc.
13G/A
DNOW · 67011P100
|
10.6% |
6/5/2026
Event 5/29/2026
|
|||
| Wellington Management Group LLP | 10.6% | ||||
| Wellington Group Holdings LLP | 10.6% | ||||
| Wellington Investment Advisors Holdings LLP | 10.6% | ||||
| Wellington Management Company LLP | 9.4% | ||||
|
Financial Institutions, Inc.
13G/A
FISI · 317585404
|
4.6% |
5/15/2026
Event 3/31/2026
|
|||
| Wellington Management Group LLP | 4.6% | ||||
| Wellington Group Holdings LLP | 4.6% | ||||
| Wellington Investment Advisors Holdings LLP | 4.6% | ||||
|
Civista Bancshares, Inc.
13G/A
CIVB · 178867107
|
6.5% |
5/15/2026
Event 3/31/2026
|
|||
| Wellington Management Group LLP | 6.5% | ||||
| Wellington Group Holdings LLP | 6.5% | ||||
| Wellington Investment Advisors Holdings LLP | 6.5% | ||||
| Wellington Management Company LLP | 6.5% | ||||
|
Rush Enterprises, Inc.
13G/A
RUSHA · 781846209
|
4.0% |
5/15/2026
Event 3/31/2026
|
|||
| Wellington Management Group LLP | 4.0% | ||||
| Wellington Group Holdings LLP | 4.0% | ||||
| Wellington Investment Advisors Holdings LLP | 4.0% | ||||
|
Kymera Therapeutics, Inc.
13G/A
KYMR · 501575104
|
4.8% |
5/15/2026
Event 3/31/2026
|
|||
| Wellington Management Group LLP | 4.8% | ||||
| Wellington Group Holdings LLP | 4.8% | ||||
| Wellington Investment Advisors Holdings LLP | 4.8% | ||||