Beneficial ownership — 13D / 13G

85,017 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	Voting (sole / shared)	Event date	Filed
Blackstone Inc.	AUTL Autolus Therapeutics plc	13D/A	7.6%	20,485,611 / 0	Nov 6, 2026	3d
S.H.N. Financial Investments Ltd.	NTCL NetClass Technology Inc	13G	9.99%	682,083 / 0	Nov 6, 2026	3d
Brett Widney Hoge	NWTG Newton Golf Company, Inc.	13D/A	10.9%	674,364 / 50,000	Nov 6, 2026	3d
Erik M. Herzfeld, et al.	HERZ Herzfeld Credit Income Fund, Inc	13D/A	31.83%	66,415 / 545,112	Nov 6, 2026	3d
Thomas J. Herzfeld, et al.	HERZ Herzfeld Credit Income Fund, Inc	13D/A	38.16%	187,986 / 545,112	Nov 6, 2026	3d
Robert A. Ortenzio	CON Concentra Group Holdings Parent, Inc.	13D/A	4.63%	4,417,783 / 1,434,428	Nov 6, 2026	3d
Bob R. Simpson	TXO TXO Partners, L.P.	13D/A	17.6%	9,732,839 / 0	Nov 6, 2026	3d
MENORA MIVTACHIM HOLDINGS LTD.	TEVA Teva Pharmaceutical Industries Ltd	13G/A	4.99%	0 / 58,209,541	Nov 5, 2026	3d
Robert Nelsen	LYEL Lyell Immunopharma, Inc.	13G/A	17.4%	0 / 5,568,424	Nov 4, 2026	3d
LM Asset Management Inc.	MERC Mercer International Inc.	13G	8%	0 / 5,390,000	Nov 4, 2026	3d
Millennium Management LLC	OFRM Once Upon a Farm, PBC	13G	5.1%	0 / 2,158,713	Nov 4, 2026	3d
JANE STREET GROUP, LLC	AEHR Aehr Test Systems	13G	5.1%	0 / 1,680,408	Nov 4, 2026	3d
Halter Ferguson Financial Inc.	UMAC Unusual Machines, Inc.	13G	5.5%	0 / 0	Nov 4, 2026	3d
Scipher Medicine Corp	CMMB Chemomab Therapeutics Ltd.	13D	10.4%	74,576,240 / 0	Nov 3, 2026	3d
Fivespan Partners, LP	LRN Stride, Inc.	13D	5.3%	0 / 2,236,033	Nov 3, 2026	3d
Hyperscale Data, Inc.	PMAX Powell Max Ltd	13D	21.6%	0 / 609,597	Nov 2, 2026	3d
Daewoong Co., Ltd.	AEON AEON Biopharma, Inc.	13D/A	30.6%	58,023 / 23,184,523	Oct 30, 2026	3d
Wandel John P. Jr.	HGTXU Hugoton Royalty Trust	13D	5.2%	2,073,914 / 0	Oct 30, 2026	3d
REH Advisors Inc.	DINO HF Sinclair Corp	13D/A	2.7%	0 / 4,431,662	Oct 29, 2026	3d
Trium Capital LLP	ACB Aurora Cannabis Inc	13G	5%	3,243,638 / 0	Oct 26, 2026	3d
STATE STREET CORP	NWSA News Corp	13G	7.2%	0 / 18,294,906	Sep 30, 2026	3d
STATE STREET CORP	LTBR LIGHTBRIDGE Corp	13G	2%	0 / 695,430	Sep 30, 2026	3d
Connor, Clark & Lunn Investment Management Ltd.	BMM Blue Moon Metals Inc.	13G	5.1%	4,910,637 / 0	Sep 30, 2026	3d
Hexstone Capital LLC	GMM Global Mofy AI Ltd	13G/A	2.8%	0 / 274,914	Sep 30, 2026	3d
STATE STREET CORP	CCOI Cogent Communications Holdings, Inc.	13G	3.4%	0 / 1,616,131	Sep 30, 2026	3d
STATE STREET CORP	ACAD Acadia Pharmaceuticals Inc	13G	4.4%	0 / 7,263,092	Sep 30, 2026	3d
First Eagle Investment Management, LLC	HCC Warrior Met Coal, Inc.	13G/A	8.8%	4,365,397 / 0	Sep 30, 2026	3d
STATE STREET CORP	SNDX Syndax Pharmaceuticals Inc	13G	5.2%	0 / 4,436,323	Sep 30, 2026	3d
STATE STREET CORP	MGY Magnolia Oil & Gas Corp	13G	4.7%	0 / 12,457,163	Sep 30, 2026	3d
STATE STREET CORP	RDW Redwire Corp	13G	5.9%	0 / 14,347,443	Sep 30, 2026	3d
STATE STREET CORP	XOM ExxonMobil Holdings Corp	13G	5.1%	0 / 147,516,417	Sep 30, 2026	3d
STATE STREET CORP	CSL Carlisle Companies Inc	13G	4.6%	0 / 1,712,045	Sep 30, 2026	3d
STATE STREET CORP	UAMY United States Antimony Corp	13G	5.5%	0 / 7,960,227	Sep 30, 2026	3d
STATE STREET CORP	DC Dakota Gold Corp.	13G	4.3%	0 / 5,696,936	Sep 30, 2026	3d
STATE STREET CORP	CATX Perspective Therapeutics, Inc.	13G	1.8%	0 / 1,922,605	Sep 30, 2026	3d
Mitchell P. Kopin	SXTP 60 Degrees Pharmaceuticals, Inc.	13G/A	9.99%	0 / 390,342	Sep 30, 2026	3d
Mitchell P. Kopin	BNBX Bnb Plus Corp.	13G/A	6.6%	0 / 435,517	Sep 30, 2026	3d
GOLDMAN SACHS GROUP INC	VISN Vistance Networks, Inc.	13G	7.6%	0 / 17,407,969	Sep 30, 2026	3d
STATE STREET CORP	EXPE Expedia Group, Inc.	13G	5%	0 / 3,463,452	Sep 30, 2026	3d
STATE STREET CORP	FOXA Fox Corp	13G	7.3%	0 / 11,006,586	Sep 30, 2026	3d
STATE STREET CORP	SPCE Virgin Galactic Holdings, Inc	13G	4.7%	0 / 7,038,890	Sep 30, 2026	3d
STATE STREET CORP	ARQT Arcutis Biotherapeutics, Inc.	13G	6.1%	0 / 7,399,852	Sep 30, 2026	3d
STATE STREET CORP	SATL Satellogic Inc.	13G	4.3%	0 / 6,052,580	Sep 30, 2026	3d
Mitchell P. Kopin	ICU SeaStar Medical Holding Corp	13G/A	9.99%	0 / 489,105	Sep 30, 2026	3d
STATE STREET CORP	ALB Albemarle Corp	13G	5.4%	0 / 4,491,308	Sep 30, 2026	3d
STATE STREET CORP	NTCT Netscout Systems Inc	13G	4.9%	0 / 3,336,866	Sep 30, 2026	3d
First Eagle Investment Management, LLC	SDHC Smith Douglas Homes Corp.	13G	6.1%	509,874 / 0	Sep 30, 2026	3d
Invesco Ltd.	IART Integra Lifesciences Holdings Corp	13G	5.4%	4,164,293 / 0	Sep 30, 2026	3d
GOLDMAN SACHS GROUP INC	GIX GigCapital9 Corp.	13G/A	4.7%	0 / 1,219,009	Sep 30, 2026	3d
Hudson Bay Capital Management LP	SRFM Surf Air Mobility Inc.	13G/A	8.55%	0 / 12,414,832	Sep 30, 2026	3d