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Equibles

Beneficial ownership — 13D / 13G

85,680 recent Schedule 13D / 13G filings — activist (13D) and passive (13G) stakes above 5% of a class.

Reporting person Issuer Schedule % of class Filed
PNC FINANCIAL SERVICES GROUP, INC. AGGY WisdomTree Trust 13G/A 6.49% 2y
LPL Financial LLC DMA Destra Multi-Alternative Fund 13G/A 3.7% 2y
Beach Point Capital Management LP VEL Velocity Financial, Inc. 13G/A 16.2% 2y
PNC FINANCIAL SERVICES GROUP, INC. AGNG Global X Funds 13G/A 11.15% 2y
Trigran Investments, Inc. OOMA Ooma Inc 13G/A 15.6% 2y
BANK OF MONTREAL /CAN/ MCS Marcus Corp 13G 6.4% 2y
GILDER GAGNON HOWE & CO LLC SILV SilverCrest Metals Inc. Common Shares 13G/A 4.2% 2y
Satter Muneer A AKBA Akebia Therapeutics, Inc. 13G/A 8.6% 2y
1741 Holding AG USGO U.S. GoldMining Inc. 13G 8.15% 2y
Periscope Capital Inc. AFAR Aura FAT Projects Acquisition Corp Class A Ordinary Shares 13G 8.6% 2y
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD CAF Morgan Stanley China A Share Fund, Inc. 13G/A 33.9% 2y
Jerry Baack BWB Bridgewater Bancshares Inc 13G/A 5.33% 2y
BROWN ADVISORY INC ACCD Accolade, Inc. Common Stock 13G/A 7.6% 2y
Polar Asset Management Partners Inc. BRAC Broad Capital Acquisition Corp Common Stock 13G/A 9% 2y
CHARLES SCHWAB INVESTMENT MANAGEMENT INC DHC Diversified Healthcare Trust 13G 5.97% 2y
George Kaiser Family Foundation BOKF Bok Financial Corp 13G/A 5.13% 2y
MORGAN STANLEY NVAX Novavax Inc 13G 6.2% 2y
Cantillon Capital Management LLC TNET Trinet Group, Inc. 13G/A 7.37% 2y
JUPITER ASSET MANAGEMENT LTD WU Western Union CO 13G 4.99% 2y
Artal Participations S.a r.l SQZ SQZ Biotechnologies Company 13G/A 3.9% 2y
SPRING CREEK CAPITAL LLC CLDI Calidi Biotherapeutics, Inc. 13G/A 0% 2y
SLTA V (GP), L.L.C. VCSA Vacasa, Inc. Class A Common Stock 13G/A 37.3% 2y
Michael Jay Sacks GCMG GCM Grosvenor Inc. 13G/A 77.1% 2y
BANK OF MONTREAL /CAN/ CXAC C5 Acquisition Corporation 13G/A 0% 2y
MORGAN STANLEY REPL Replimune Group, Inc. 13G 7.4% 2y
Polar Asset Management Partners Inc. LATG Chenghe Acquisition I Co. Class A Ordinary Shares 13G 7.2% 2y
LSV ASSET MANAGEMENT GEF Greif, Inc 13G/A 4.22% 2y
L1 Capital Global Opportunities Master Fund, Ltd. TGL Treasure Global Inc 13G/A 3.4% 2y
Blackstone Holdings II L.P. TRML Tourmaline Bio, Inc. Common Stock 13G/A 0% 2y
MORGAN STANLEY OFIX Orthofix Medical Inc. 13G 5.6% 2y
PNC FINANCIAL SERVICES GROUP, INC. BAB Invesco Exchange-Traded Fund Trust II 13G 6.81% 2y
Saba Capital Management, L.P. TWNI Tailwind International Acquisition Corp. 13G/A 0% 2y
Senvest Management, LLC LMDX LumiraDx Limited Common Shares 13G/A 5.1% 2y
Artal Participations S.a r.l SRRK Scholar Rock Holding Corp 13G/A 17.4% 2y
BANK OF MONTREAL /CAN/ CHEA Chenghe Acquisition Co. Class A Ordinary Share 13G/A 0% 2y
MORGAN STANLEY NRIX Nurix Therapeutics, Inc. 13G 6.4% 2y
Periscope Capital Inc. BYNO byNordic Acquisition Corp 13G 6.6% 2y
Saba Capital Management, L.P. SHUA SHUAA Partners Acquisition Corp I Class A Ordinary Share 13G/A 0% 2y
PRINCIPAL FINANCIAL GROUP INC CPBI Central Plains Bancshares, Inc. 13G 9.8% 2y
BlackRock Inc. NVT nVent Electric plc 13G/A 9.1% 2y
Saba Capital Management, L.P. ZING FTAC Zeus Acquisition Corp. Class A Common Stock 13G/A 0% 2y
Polar Asset Management Partners Inc. XBP XBP Global Holdings, Inc. 13G/A 0.2% 2y
Philosophy Capital Management LLC TSAT Telesat Corp 13G/A 4.9% 2y
Gimbel Daniel Scott CRC California Resources Corp 13G/A 9.1% 2y
BANK OF MONTREAL /CAN/ SVFA SVF Investment Corp. Class A Ordinary Shares 13G/A 0% 2y
SPRING CREEK CAPITAL LLC VMCAF Valuence Merger Corp. I 13G 2.42% 2y
GILDER GAGNON HOWE & CO LLC SSTI Soundthinking, Inc. 13G/A 5.7% 2y
Periscope Capital Inc. OPTX Syntec Optics Holdings, Inc. 13G/A 0.7% 2y
Riverwood Capital Partners II (Parallel-B) L.P. VCSA Vacasa, Inc. Class A Common Stock 13G/A 14.5% 2y
PZENA INVESTMENT MANAGEMENT LLC GCO Genesco Inc 13G 6.7% 2y