Beneficial ownership — 13D / 13G
85,680 recent Schedule 13D / 13G filings — activist (13D) and passive (13G) stakes above 5% of a class.
Coverage begins December 2024, when the SEC required these schedules to be filed as structured XML.
| Reporting person | Issuer | Schedule | % of class | Event date | Filed |
|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | VREX Varex Imaging Corp | 13G | 6.2% | Dec 29, 2023 | 2y |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | AON Aon plc | 13G/A | 6.2% | Dec 29, 2023 | 2y |
| DIMENSIONAL FUND ADVISORS LP | WTM White Mountains Insurance Group Ltd | 13G/A | 6.3% | Dec 29, 2023 | 2y |
| DIMENSIONAL FUND ADVISORS LP | BBT Beacon Financial Corp | 13G/A | 5.8% | Dec 29, 2023 | 2y |
| Invesco Ltd. | BAB Invesco Exchange-Traded Fund Trust II | 13G/A | 7% | Dec 29, 2023 | 2y |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | QGEN Qiagen N.V. | 13G/A | 10.5% | Dec 29, 2023 | 2y |
| DIMENSIONAL FUND ADVISORS LP | BRY Berry Corporation (bry) Common Stock | 13G | 6% | Dec 29, 2023 | 2y |
| DIMENSIONAL FUND ADVISORS LP | CTBI Community Trust Bancorp Inc | 13G/A | 6.4% | Dec 29, 2023 | 2y |
| DIMENSIONAL FUND ADVISORS LP | APOG Apogee Enterprises, Inc. | 13G/A | 5.9% | Dec 29, 2023 | 2y |
| DIMENSIONAL FUND ADVISORS LP | VOXX VOXX International Corporation Class A | 13G/A | 6.6% | Dec 29, 2023 | 2y |
| Invesco Ltd. | AM Antero Midstream Corp | 13G/A | 6.7% | Dec 29, 2023 | 2y |
| Capital International Investors | BLD QXO Insulation, LLC | 13G | 5.1% | Dec 29, 2023 | 2y |
| DIMENSIONAL FUND ADVISORS LP | EPC EDGEWELL PERSONAL CARE Co | 13G/A | 7.1% | Dec 29, 2023 | 2y |
| Capital World Investors | FITB Fifth Third Bancorp | 13G | 6% | Dec 29, 2023 | 2y |
| Invesco Ltd. | SPB Spectrum Brands Holdings, Inc. | 13G | 5.1% | Dec 29, 2023 | 2y |
| DIMENSIONAL FUND ADVISORS LP | CMT Core Molding Technologies Inc | 13G/A | 4.6% | Dec 29, 2023 | 2y |
| DIMENSIONAL FUND ADVISORS LP | SUM Summit Materials, Inc. Class A Common Stock | 13G/A | 4.6% | Dec 29, 2023 | 2y |
| DIMENSIONAL FUND ADVISORS LP | LOCO El Pollo Loco Holdings, Inc. | 13G/A | 7.5% | Dec 29, 2023 | 2y |
| DIMENSIONAL FUND ADVISORS LP | ALOT AstroNova, Inc. | 13G/A | 7% | Dec 29, 2023 | 2y |
| Capital World Investors | HEI Heico Corp | 13G/A | 6.1% | Dec 29, 2023 | 2y |
| DIMENSIONAL FUND ADVISORS LP | ENOV Enovis CORP | 13G/A | 5.8% | Dec 29, 2023 | 2y |
| DIMENSIONAL FUND ADVISORS LP | KFY Korn Ferry | 13G/A | 6.1% | Dec 29, 2023 | 2y |
| DIMENSIONAL FUND ADVISORS LP | FSTR Foster L B Co | 13G/A | 6.2% | Dec 29, 2023 | 2y |
| DIMENSIONAL FUND ADVISORS LP | GPI Group 1 Automotive Inc | 13G/A | 7.9% | Dec 29, 2023 | 2y |
| DIMENSIONAL FUND ADVISORS LP | LRN Stride, Inc. | 13G/A | 6.9% | Dec 29, 2023 | 2y |
| Capital International Investors | CEG Constellation Energy Corp | 13G/A | 8.9% | Dec 29, 2023 | 2y |
| DIMENSIONAL FUND ADVISORS LP | PROV Provident Financial Holdings Inc | 13G/A | 7.1% | Dec 29, 2023 | 2y |
| DIMENSIONAL FUND ADVISORS LP | JOUT Johnson Outdoors Inc | 13G/A | 7% | Dec 29, 2023 | 2y |
| Capital International Investors | DAY Dayforce, Inc. | 13G | 7.8% | Dec 29, 2023 | 2y |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | LKQ Lkq Corp | 13G/A | 4.2% | Dec 29, 2023 | 2y |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | WEN Wendy's Co | 13G/A | 5.2% | Dec 29, 2023 | 2y |
| Capital World Investors | CAT Caterpillar Inc | 13G/A | 5.8% | Dec 29, 2023 | 2y |
| WELLINGTON MANAGEMENT GROUP LLP | MIDD MIDDLEBY Corp | 13G/A | 7.71% | Dec 29, 2023 | 2y |
| DIMENSIONAL FUND ADVISORS LP | CNR Core Natural Resources, Inc. | 13G/A | 6.9% | Dec 29, 2023 | 2y |
| DIMENSIONAL FUND ADVISORS LP | HP Helmerich & Payne, Inc. | 13G | 5.2% | Dec 29, 2023 | 2y |
| Invesco Ltd. | MXL Maxlinear, Inc | 13G | 5.4% | Dec 29, 2023 | 2y |
| DIMENSIONAL FUND ADVISORS LP | SFL SFL Corp Ltd. | 13G | 7% | Dec 29, 2023 | 2y |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | JCI Johnson Controls International plc | 13G/A | 3.4% | Dec 29, 2023 | 2y |
| DIMENSIONAL FUND ADVISORS LP | MRTN Marten Transport Ltd | 13G/A | 7.2% | Dec 29, 2023 | 2y |
| DIMENSIONAL FUND ADVISORS LP | AN Autonation, Inc. | 13G/A | 3.9% | Dec 29, 2023 | 2y |
| DIMENSIONAL FUND ADVISORS LP | UFI Unifi Inc | 13G/A | 5% | Dec 29, 2023 | 2y |
| DIMENSIONAL FUND ADVISORS LP | HTLF Heartland Financial USA, Inc. | 13G/A | 4.8% | Dec 29, 2023 | 2y |
| Capital World Investors | AVGO Broadcom Inc. | 13G/A | 6% | Dec 29, 2023 | 2y |
| Capital International Investors | ARMK Aramark | 13G/A | 9.4% | Dec 29, 2023 | 2y |
| DIMENSIONAL FUND ADVISORS LP | TG Tredegar Corp | 13G/A | 3.6% | Dec 29, 2023 | 2y |
| Capital World Investors | CTLT CATALENT, INC. | 13G/A | 10.6% | Dec 29, 2023 | 2y |
| Capital World Investors | NET Cloudflare, Inc. | 13G/A | 9.4% | Dec 29, 2023 | 2y |
| DIMENSIONAL FUND ADVISORS LP | VSTO Vista Outdoor Inc. | 13G/A | 7.2% | Dec 29, 2023 | 2y |
| DIMENSIONAL FUND ADVISORS LP | PDLI PDL BioPharma, Inc. | 13G/A | 6.5% | Dec 29, 2023 | 2y |
| DIMENSIONAL FUND ADVISORS LP | SLCA U.S. SILICA HOLDINGS, INC. | 13G/A | 6.6% | Dec 29, 2023 | 2y |