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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
WELLINGTON MANAGEMENT GROUP LLP MNTN MNTN, Inc. 13G/A 10.3% 3mo
BlackRock Portfolio Management LLC BKF iShares, Inc. 13G/A 13% 3mo
BlackRock, Inc. ADT ADT Inc. 13G/A 10.3% 3mo
BlackRock Portfolio Management LLC BAI BlackRock ETF Trust 13G/A 50% 3mo
VANGUARD PORTFOLIO MANAGEMENT LLC FIVN Five9, Inc. 13G/A 10.31% 3mo
BlackRock Portfolio Management LLC BCLO BlackRock ETF Trust II 13G/A 23.7% 3mo
BlackRock Portfolio Management LLC AAXJ iShares Trust 13G/A 0% 3mo
BlackRock Portfolio Management LLC BAI BlackRock ETF Trust 13G/A 10.3% 3mo
WELLINGTON MANAGEMENT GROUP LLP EYE National Vision Holdings, Inc. 13G/A 10.4% 3mo
BlackRock, Inc. MBGL Mobility Global Inc. 13G 11.3% 3mo
BlackRock, Inc. MFP Midera Food Processing, Inc. 13G 10.5% 3mo
BlackRock, Inc. SEI Solaris Energy Infrastructure, Inc. 13G/A 13.1% 3mo
Brookstone Capital Management AAPR Innovator ETFs Trust 13G 18.09% 3mo
BlackRock Portfolio Management LLC BKF iShares, Inc. 13G/A 29.5% 3mo
BlackRock, Inc. VVX V2X, Inc. 13G/A 12.3% 3mo
BlackRock Portfolio Management LLC AAXJ iShares Trust 13G/A 52.6% 3mo
Brookstone Capital Management AAPR Innovator ETFs Trust 13G 13.2% 3mo
BlackRock, Inc. TPC Tutor Perini Corp 13G/A 12.8% 3mo
BlackRock Portfolio Management LLC BAI BlackRock ETF Trust 13G/A 62.7% 3mo
BlackRock Portfolio Management LLC ECNS iShares MSCI China Small-Cap ETF 13G 20.9% 3mo
Tao Capital Management LP APMD Apnimed, Inc. 13G 5.2% 3mo
Brookstone Capital Management BAPR Sageworth Trust Co 13G/A 21.82% 3mo
BlackRock Portfolio Management LLC AAXJ iShares Trust 13G/A 43.5% 3mo
BlackRock, Inc. OSW ONESPAWORLD HOLDINGS Ltd 13G/A 11.5% 3mo
BlackRock, Inc. FIVN Five9, Inc. 13G/A 15.5% 3mo
BlackRock Portfolio Management LLC BKF iShares, Inc. 13G/A 2.9% 3mo
TRUIST FINANCIAL CORP ABI Victory Portfolios II 13G/A 10.1% 3mo
WELLINGTON MANAGEMENT GROUP LLP TREX Trex Co Inc 13G/A 10.4% 3mo
BlackRock, Inc. ARI Apollo Commercial Real Estate Finance Liquidating Trust 13G/A 0.4% 3mo
Brookstone Capital Management BAPR Sageworth Trust Co 13G/A 22.42% 3mo
BlackRock Portfolio Management LLC AAXJ iShares Trust 13G/A 0% 3mo
BlackRock, Inc. ROAD Construction Partners, Inc. 13G/A 14.8% 3mo
VANGUARD PORTFOLIO MANAGEMENT LLC APLE Apple Hospitality REIT, Inc. 13G/A 10.16% 3mo
BlackRock Portfolio Management LLC AAXJ iShares Trust 13G/A 0% 3mo
Brookstone Capital Management BAPR Sageworth Trust Co 13G/A 1.68% 3mo
BlackRock Portfolio Management LLC BCLO BlackRock ETF Trust II 13G/A 58.8% 3mo
Cambridge Equities, LP IBRX ImmunityBio, Inc. 13D/A 24.7% 3mo
BlackRock, Inc. OSPN OneSpan Inc. 13G/A 10.1% 3mo
Mitchell P. Kopin MBRX Moleculin Biotech, Inc. 13G 4.99% 3mo
BlackRock Portfolio Management LLC BKF iShares, Inc. 13G/A 0.2% 3mo
Mitchell P. Kopin NUWE Nuwellis, Inc. 13G 4.7% 3mo
BlackRock Portfolio Management LLC AAXJ iShares Trust 13G/A 28.6% 3mo
Brookstone Capital Management BAPR Sageworth Trust Co 13G 15.89% 3mo
BlackRock Portfolio Management LLC BITA iShares Bitcoin Premium Income ETF 13G/A 17.2% 3mo
BlackRock, Inc. GTES Gates Industrial Corp Ltd. 13G/A 0% 3mo
WELLINGTON MANAGEMENT GROUP LLP MYFW First Western Financial Inc 13G/A 10.5% 3mo
STILWELL JOSEPH CSBA CSB Financial Inc. 13D 9.9% 3mo
SUVRETTA CAPITAL MANAGEMENT, LLC REPL Replimune Group, Inc. 13G/A 7.9% 3mo
RA CAPITAL MANAGEMENT, L.P. DBVT DBV Technologies S.A. 13G 5.8% 3mo
Naumann Marco NVVE Nuvve Holding Corp. 13G 9% 3mo