Datasets
When an investor crosses 5% of a company, the SEC requires disclosure within days. Schedule 13D signals intent to influence; Schedule 13G signals a passive stake. Both, parsed and tracked as they cross the threshold.
The newest positions to cross the 5% reporting threshold, Schedule 13D (activist) and Schedule 13G (passive) alike.
| Investor | Target | Company | Form | % of class | Shares | Filed |
|---|---|---|---|---|---|---|
| Lynn M. Edens | NFE | New Fortress Energy Inc. | Schedule 13D/A | 3.1% | 501,737 | Oct 14, 2026 |
| First Trust Portfolios L.P. | XDEC | First Trust Exchange-Traded Fund VIII | Schedule 13G/A | 13.5% | 640,139 | Oct 14, 2026 |
| First Trust Portfolios L.P. | TJUN | First Trust Exchange-Traded Fund VIII | Schedule 13G/A | 16.6% | 83,018 | Oct 14, 2026 |
| First Trust Portfolios L.P. | SEIX | Virtus Seix Senior Loan ETF | Schedule 13G/A | 10.8% | 1,365,754 | Oct 14, 2026 |
| First Trust Portfolios L.P. | SDHY | PGIM Short Duration High Yield Opportunities Fund | Schedule 13G/A | 13.7% | 3,373,915 | Oct 14, 2026 |
| First Trust Portfolios L.P. | SCIO | First Trust Exchange-Traded Fund IV | Schedule 13G/A | 14.3% | 3,937,386 | Oct 14, 2026 |
| First Trust Portfolios L.P. | RDVI | First Trust Exchange-Traded Fund IV | Schedule 13G/A | 11.1% | 14,690,112 | Oct 14, 2026 |
| First Trust Portfolios L.P. | MSD | Morgan Stanley Emerging Markets Debt Fund, Inc. | Schedule 13G/A | 16.2% | 3,283,595 | Oct 14, 2026 |
| First Trust Portfolios L.P. | MMD | NYLIM MacKay DefinedTerm Muni Opportunities Fund | Schedule 13G/A | 9.1% | 1,700,203 | Oct 14, 2026 |
| First Trust Portfolios L.P. | MAYM | First Trust Exchange-Traded Fund VIII | Schedule 13G/A | 15.0% | 176,293 | Oct 14, 2026 |
| First Trust Portfolios L.P. | XLGIX | Lazard Global Total Return and Income Fund, Inc. | Schedule 13G/A | 9.7% | 1,257,845 | Oct 14, 2026 |
| First Trust Portfolios L.P. | KNG | First Trust Exchange-Traded Fund IV | Schedule 13G/A | 11.7% | 7,817,765 | Oct 14, 2026 |
| First Trust Portfolios L.P. | JULM | First Trust Exchange-Traded Fund VIII | Schedule 13G/A | 17.2% | 167,747 | Oct 14, 2026 |
| First Trust Portfolios L.P. | JANM | First Trust Exchange-Traded Fund VIII | Schedule 13G/A | 15.9% | 170,552 | Oct 14, 2026 |
| First Trust Portfolios L.P. | HQL | abrdn Life Sciences Investors | Schedule 13G/A | 11.3% | 3,551,582 | Oct 14, 2026 |
| First Trust Portfolios L.P. | FTHI | First Trust Exchange-Traded Fund VI | Schedule 13G/A | 15.7% | 16,829,671 | Oct 14, 2026 |
| First Trust Portfolios L.P. | FEBM | First Trust Exchange-Traded Fund VIII | Schedule 13G/A | 12.8% | 185,141 | Oct 14, 2026 |
| First Trust Portfolios L.P. | DMB | BNY Mellon Municipal Bond Infrastructure Fund, Inc. | Schedule 13G/A | 8.4% | 1,542,237 | Oct 14, 2026 |
| First Trust Portfolios L.P. | CIK | UBS Asset Management Income Fund, Inc. | Schedule 13G/A | 16.8% | 9,227,043 | Oct 14, 2026 |
| First Trust Portfolios L.P. | AEF | abrdn Emerging Markets ex-China Fund Inc. | Schedule 13G/A | 16.5% | 6,681,416 | Oct 14, 2026 |
| First Trust Portfolios L.P. | ACP | abrdn Income Credit Strategies Fund | Schedule 13G/A | 16.0% | 20,045,973 | Oct 14, 2026 |
| WISeQey Corp. | SAIQ | WISeSat.Space Holdings Corp. | Schedule 13D/A | 88.5% | 26,405,355 | Oct 14, 2026 |
| Expansion Group Ltd | AIFU | AIFU INC. | Schedule 13D/A | 16.8% | 10,250,013 | Oct 14, 2026 |
| YS Management Company Limited | AIFU | AIFU INC. | Schedule 13D/A | 7.9% | 4,826,333 | Oct 14, 2026 |
| Saba Capital Management, L.P. | NFJ | Virtus Dividend, Interest and Premium Strategy Fund | Schedule 13D/A | 2.8% | 1,974,536 | Oct 14, 2026 |
| Streeterville Capital LLC | IPDN | Professional Diversity Network, Inc. | Schedule 13G/A | 9.9% | 1,443,587 | Oct 13, 2026 |
| Streeterville Capital LLC | AMOD | ALPHA MODUS HOLDINGS, INC. | Schedule 13G/A | 0.0% | 0 | Oct 13, 2026 |
| SGK 2018 REVOCABLE TRUST | PED | PEDEVCO CORP | Schedule 13D/A | 34.2% | 4,543,790 | Oct 13, 2026 |
| Empery Asset Management, LP | LTRN | Lantern Pharma Inc. | Schedule 13G/A | 5.0% | 755,891 | Oct 13, 2026 |
| Empery Asset Management, LP | CLNN | Clene Inc. | Schedule 13G/A | 1.6% | 221,660 | Oct 13, 2026 |
| FALLON DOUG | BRAG | Bragg Gaming Group Inc. | Schedule 13D/A | 4.9% | 1,474,943 | Oct 13, 2026 |
| Kenneth R. Lehman | BAFN | BayFirst Financial Corp | Schedule 13D/A | 39.4% | 12,249,535 | Oct 13, 2026 |
| Bambino 255. V V UG (haftungsbeschrankt) | SSM | Sono Group N.V. | Schedule 13G/A | 0.0% | 0 | Oct 13, 2026 |
| Joseph Michael Lubin | SBET | SHARPLINK, INC. | Schedule 13D/A | 4.9% | 10,866,132 | Oct 13, 2026 |
| Choo Chee Kong | GDTC | CytoMed Therapeutics Ltd | Schedule 13D/A | 24.9% | 2,974,746 | Oct 13, 2026 |
| Hui Li | UCL | UCLOUDLINK GROUP INC. | Schedule 13G/A | 4.3% | 11,000,000 | Oct 13, 2026 |
| KED Icon Holdings, LLC | GETY | Getty Images Holdings, Inc. | Schedule 13D/A | 27.4% | 115,259,246 | Oct 13, 2026 |
| Sphera Funds Management Ltd. | TENX | Tenax Therapeutics, Inc. | Schedule 13G/A | 7.1% | 2,663,296 | Oct 13, 2026 |
| Independence Energy Aggregator L.P. | CRGY | Crescent Energy Co | Schedule 13D/A | 16.3% | 68,655,357 | Oct 13, 2026 |
| Carlos Slim Helu | TALO | Talos Energy Inc. | Schedule 13D/A | 17.8% | 29,659,036 | Oct 13, 2026 |
| Equinox Partners Investment Management LLC | SAMG | Silvercrest Asset Management Group Inc. | Schedule 13D/A | 8.8% | 690,741 | Oct 13, 2026 |
| KAO MIN H | GRMN | GARMIN LTD | Schedule 13G/A | 9.7% | 18,662,265 | Oct 13, 2026 |
| Haymaker Sponsor IV LLC | RMIX | Suncrete, Inc. | Schedule 13D/A | 2.8% | 1,363,167 | Oct 13, 2026 |
| Huan Liu | CTNT | CHEETAH NET SUPPLY CHAIN SERVICE INC. | Schedule 13D/A | 7.1% | 101,358 | Oct 13, 2026 |
| Millennium Management LLC | IRTC | iRhythm Holdings, Inc. | Schedule 13G/A | 1.1% | 349,087 | Oct 13, 2026 |
| Doma Perpetual Capital Management LLC | PCRX | Pacira BioSciences, Inc. | Schedule 13D/A | 0.0% | 0 | Oct 13, 2026 |
| Integrated Core Strategies (US) LLC | WW | WW International, Inc. | Schedule 13G/A | 0.4% | 39,219 | Oct 13, 2026 |
| Millennium Management LLC | AMRC | Ameresco, Inc. | Schedule 13G/A | 0.1% | 29,686 | Oct 13, 2026 |
| Peter J Abrahamson | UFI | Unifi, Inc. | Schedule 13G/A | 6.8% | 1,359,000 | Oct 13, 2026 |
| REINHART PARTNERS, LLC. | HLMN | Hillman Solutions Corp. | Schedule 13G/A | 4.4% | 8,569,262 | Oct 13, 2026 |
| REINHART PARTNERS, LLC. | AHCO | AdaptHealth Corp. | Schedule 13G/A | 0.0% | 0 | Oct 13, 2026 |
| Getty Investments L.L.C. | GETY | Getty Images Holdings, Inc. | Schedule 13D/A | 45.5% | 191,374,006 | Oct 13, 2026 |
| Vivek Ramaswamy | ASST | Strive, Inc. | Schedule 13D/A | 5.6% | 5,693,897 | Oct 13, 2026 |
| Cohen Ryan | GME | GameStop Corp. | Schedule 13D/A | 9.1% | 46,227,436 | Oct 13, 2026 |
| Tetragon Financial Group Limited | SLNCF | Silence Therapeutics plc | Schedule 13G/A | 5.3% | 9,878,565 | Oct 13, 2026 |
| ROYCE & ASSOCIATES LP | BBSI | Barrett Business Services, Inc. | Schedule 13G/A | 4.5% | 1,089,226 | Oct 13, 2026 |
| ROYCE & ASSOCIATES LP | AVNW | Aviat Networks Inc. | Schedule 13G/A | 4.6% | 586,822 | Oct 13, 2026 |
| Morgan Stanley | OPP-PB | RiverNorth/DoubleLine Strategic Opportunity Fund, Inc. | Schedule 13G/A | 10.2% | 245,955 | Oct 13, 2026 |
| Wasatch Advisors LP | SDHC | Smith Douglas Homes Corp | Schedule 13G/A | 0.0% | 0 | Oct 13, 2026 |
| JPMORGAN CHASE & CO. | ETR | ENTERGY CORPORATION | Schedule 13G/A | 4.4% | 20,839,207 | Oct 13, 2026 |
| JPMORGAN CHASE & CO. | LBRX | LB Pharmaceuticals Inc | Schedule 13G/A | 4.3% | 1,401,790 | Oct 13, 2026 |
| JPMORGAN CHASE & CO. | KLIC | KULICKE AND SOFFA INDUSTRIES, INC. | Schedule 13G/A | 3.4% | 1,820,302 | Oct 13, 2026 |
| JPMORGAN CHASE & CO. | MIDD | THE MIDDLEBY CORPORATION | Schedule 13G/A | 4.5% | 2,051,817 | Oct 13, 2026 |
| Corley Thomas John | FMTOF | Femto Technologies Inc. | Schedule 13G/A | 8.0% | 83,464 | Oct 9, 2026 |
| Corley Thomas John | SOBR | SOBR Safe, Inc. | Schedule 13G/A | 16.4% | 885,413 | Oct 9, 2026 |
| KCM Capital Inc | NUAI | New ERA Energy & Digital, Inc. | Schedule 13G/A | 10.9% | 11,590,000 | Oct 9, 2026 |
| Dellora Investments Master Fund LP | TENX | TENAX THERAPEUTICS, INC. | Schedule 13G/A | 6.4% | 2,400,000 | Oct 9, 2026 |
| Morsevo Trade, Inc | KARX | Karbon-X Corp | Schedule 13D/A | 6.7% | 7,243,923 | Oct 9, 2026 |
| Feis Equities LLC | APURR | Aperture AC | Schedule 13G/A | 3.6% | 399,692 | Oct 9, 2026 |
| Galkin Vladimir | OSS | ONE STOP SYSTEMS, INC. | Schedule 13G/A | 0.8% | 200,000 | Oct 9, 2026 |
| Gold Sino Assets Limited | GGROW | Gogoro Inc. | Schedule 13D/A | 54.4% | 24,757,120 | Oct 9, 2026 |
| Melco International Development Limited | MLCO | Melco Resorts & Entertainment Limited | Schedule 13D/A | 62.6% | 687,360,906 | Oct 9, 2026 |
| Millennium Management LLC | VNDA | Vanda Pharmaceuticals Inc. | Schedule 13G/A | 7.0% | 4,260,038 | Oct 9, 2026 |
| Fairmount Funds Management LLC | SYRE | SPYRE THERAPEUTICS, INC. | Schedule 13D/A | 10.0% | 10,185,961 | Oct 9, 2026 |
| Sachem Head Capital Management LP | SHC | Sotera Health Co | Schedule 13G/A | 0.0% | 0 | Oct 9, 2026 |
| Calamos Wealth Management LLC | CAPIX | Calamos Aksia Alternative Credit and Income Fund | Schedule 13G/A | 9.2% | 11,128,638 | Oct 9, 2026 |
| Calamos Market Neutral Income Fund, a series of Calamos Investment Trust | EVCO | Everest Consolidator Acquisition Corp | Schedule 13G/A | 44.6% | 251,594 | Oct 9, 2026 |
| Calamos Wealth Management LLC | HEDGX | Calamos Aksia Hedged Strategies Fund | Schedule 13G/A | 26.3% | 1,970,972 | Oct 9, 2026 |
| Calamos Wealth Management LLC | CAPVX | Calamos Aksia Private Equity and Alternatives Fund | Schedule 13G/A | 21.2% | 8,186,228 | Oct 9, 2026 |
| Grupo Villar Mir, S.A.U. | GSM | Ferroglobe PLC | Schedule 13G/A | 35.7% | 66,755,434 | Oct 9, 2026 |
| Warren Street Capital Partners LP | LEAT | Leatt Corp | Schedule 13G/A | 4.6% | 288,120 | Oct 9, 2026 |
| GordonMD Global Investments LP | PYXS | Pyxis Oncology, Inc. | Schedule 13G/A | 16.4% | 20,441,948 | Oct 9, 2026 |
| Sachem Head Capital Management LP | IOND | Ionic Digital Inc. | Schedule 13G/A | 10.0% | 4,500,125 | Oct 9, 2026 |
| Glenbrook Capital Management | IVF | INVO Fertility, Inc. | Schedule 13G/A | 1.4% | 35,000 | Oct 9, 2026 |
| Wasatch Advisors LP | XPEL | XPEL Inc | Schedule 13G/A | 12.4% | 3,431,038 | Oct 9, 2026 |
| Wasatch Advisors LP | UFPT | UFP Technologies Inc | Schedule 13G/A | 7.1% | 552,809 | Oct 9, 2026 |
| Wasatch Advisors LP | RMIX | Suncrete Inc | Schedule 13G/A | 4.8% | 2,347,710 | Oct 9, 2026 |
| Wasatch Advisors LP | SUJA | Suja Life Inc | Schedule 13G/A | 3.1% | 739,687 | Oct 9, 2026 |
| Wasatch Advisors LP | SXI | Standex International Corp | Schedule 13G/A | 5.7% | 700,580 | Oct 9, 2026 |
| Wasatch Advisors LP | SCSC | ScanSource Inc | Schedule 13G/A | 4.2% | 841,300 | Oct 9, 2026 |
| Wasatch Advisors LP | PLPC | Preformed Line Products Co | Schedule 13G/A | 5.7% | 276,669 | Oct 9, 2026 |
| Wasatch Advisors LP | OLLI | Ollie's Bargain Outlet Holding | Schedule 13G/A | 8.6% | 5,135,660 | Oct 9, 2026 |
| Wasatch Advisors LP | DERM | Journey Medical Corp | Schedule 13G/A | 11.0% | 2,449,253 | Oct 9, 2026 |
| Wasatch Advisors LP | HQY | HealthEquity Inc | Schedule 13G/A | 8.5% | 7,011,469 | Oct 9, 2026 |
| Wasatch Advisors LP | SKY | Champion Homes Inc | Schedule 13G/A | 4.9% | 2,634,898 | Oct 9, 2026 |
| Wasatch Advisors LP | CWST | Casella Waste Systems Inc | Schedule 13G/A | 4.9% | 3,056,089 | Oct 9, 2026 |
| Wasatch Advisors LP | TBBB | BBB Foods Inc | Schedule 13G/A | 3.4% | 3,909,287 | Oct 9, 2026 |
| Wasatch Advisors LP | ARLO | Arlo Technologies Inc | Schedule 13G/A | 4.5% | 4,865,838 | Oct 9, 2026 |
| Robert W. Baird & Co. Inc | FDM | FIRST TRUST EXCHANGE-TRADED FUND | Schedule 13G/A | 4.9% | 144,643 | Oct 9, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | CION Ares Diversified Credit Fund | CION Ares Diversified Credit Fund | Schedule 13G/A | 10.2% | 3,810,000 | Oct 9, 2026 |
| William S. Fisher | GAP | The Gap, Inc. | Schedule 13D/A | 13.5% | 47,402,804 | Oct 8, 2026 |
| Dimensional Fund Advisors LP | Taylor Morrison Home Corp | Taylor Morrison Home Corp | Schedule 13G/A | 0.0% | 0 | Oct 8, 2026 |
| Dimensional Fund Advisors LP | CALM | Cal-Maine Foods Inc | Schedule 13G/A | 6.3% | 2,921,735 | Oct 8, 2026 |
| Dimensional Fund Advisors LP | REZI | Resideo Technologies Inc | Schedule 13G/A | 4.9% | 7,425,067 | Oct 8, 2026 |
| Dimensional Fund Advisors LP | BJRI | BJ's Restaurants Inc | Schedule 13G/A | 4.6% | 981,333 | Oct 8, 2026 |
| Dimensional Fund Advisors LP | ABG | Asbury Automotive Group Inc | Schedule 13G/A | 6.6% | 1,189,499 | Oct 8, 2026 |
| Dimensional Fund Advisors LP | AHCO | AdaptHealth Corp | Schedule 13G/A | 4.7% | 6,394,796 | Oct 8, 2026 |
| Wealthspring Capital LLC | CUBWW | Lionheart Holdings | Schedule 13G/A | 4.5% | 1,038,242 | Oct 8, 2026 |
| Primary Development Fund (Cayman) SPC | CDT | CDT Equity Inc. | Schedule 13G/A | 3.4% | 50,321 | Oct 8, 2026 |
| ACORN BIOVENTURES, L.P. | KPTI | Karyopharm Therapeutics Inc. | Schedule 13G/A | 4.5% | 1,021,668 | Oct 8, 2026 |
| Tene Growth Capital III (G.P.) Company Ltd. | CSTE | Caesarstone Ltd. | Schedule 13D/A | 10.4% | 3,589,494 | Oct 8, 2026 |
| Michael John O'Connor | RAKR | Rainmaker Worldwide Inc. | Schedule 13D/A | 8.0% | 8,097,856 | Oct 8, 2026 |
| Al Shams Investments LTD | BHR | Braemar Hotels & Resorts Inc. | Schedule 13D/A | 9.5% | 6,513,000 | Oct 8, 2026 |
| Thomas J. Herzfeld, et al. | HERZ | Herzfeld Credit Income Fund, Inc. | Schedule 13D/A | 40.6% | 820,755 | Oct 8, 2026 |
| Erik M. Herzfeld, et al. | HERZ | Herzfeld Credit Income Fund, Inc. | Schedule 13D/A | 34.1% | 690,033 | Oct 8, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | BXBL | FG Merger II Corp. | Schedule 13G/A | 0.0% | 0 | Oct 8, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | YHNAR | YHN Acquisition I Ltd | Schedule 13G/A | 0.0% | 0 | Oct 8, 2026 |
| RWC Asset Management LLP | AUNA | AUNA, S.A. | Schedule 13G/A | 5.0% | 1,520,929 | Oct 8, 2026 |
| Carlos Moreira | WSKEF | WISeQey Corp. | Schedule 13D/A | 9.0% | 373,903 | Oct 8, 2026 |
| Peter Ward | WSKEF | WISeQey Corp. | Schedule 13D/A | 2.5% | 105,983 | Oct 8, 2026 |
| Ami Sagy | CLGN | CollPlant Biotechnologies Ltd. | Schedule 13D/A | 5.7% | 163,709 | Oct 8, 2026 |
| Mark E. Strome | CUE | Cue Biopharma, Inc. | Schedule 13G/A | 8.5% | 644,916 | Oct 8, 2026 |
| Canyon Capital Advisors LLC | CBL | CBL & Associates Properties, Inc. | Schedule 13D/A | 19.7% | 0 | Oct 8, 2026 |
| Hess Investments North Dakota LLC | HESM | Hess Midstream LP | Schedule 13D/A | 38.0% | 78,276,485 | Oct 8, 2026 |
| Skydance Corporation | ANGHW | Anghami Inc. | Schedule 13D/A | 71.3% | 7,417,345 | Oct 8, 2026 |
| Harraden Circle Investments, LLC | COLAU | Columbus Acquisition Corp | Schedule 13G/A | 0.0% | 0 | Oct 8, 2026 |
| Rui Zhang | AGMH | AGM Group Holdings Inc. | Schedule 13D/A | 81.5% | 17,446,471 | Oct 8, 2026 |
| Encompass Capital Advisors LLC | SOC | Sable Offshore Corp. | Schedule 13G/A | 6.3% | 12,063,568 | Oct 8, 2026 |
| EdgePoint Investment Group Inc. | AQN | ALGONQUIN POWER & UTILITIES CORP. | Schedule 13G/A | 2.0% | 15,507,235 | Oct 8, 2026 |
| CAZ INVESTMENTS LP | RPC | Ridgepost Capital, Inc. | Schedule 13G/A | 4.4% | 3,432,594 | Oct 8, 2026 |
| D. E. Shaw Valence Portfolios, L.L.C. | GOSS | Gossamer Bio, Inc. | Schedule 13D/A | 6.0% | 369,459 | Oct 8, 2026 |
| Integrated Core Strategies (US) LLC | VTVT | vTv Therapeutics Inc. | Schedule 13G/A | 8.7% | 342,481 | Oct 8, 2026 |
| Integrated Core Strategies (US) LLC | COLL | Collegium Pharmaceutical, Inc. | Schedule 13G/A | 7.4% | 2,400,985 | Oct 8, 2026 |
| Geode Capital Management, LLC | GLIBA | Liberty Capital Corporation | Schedule 13G/A | 3.5% | 128,245 | Oct 8, 2026 |
| ORBIMED ADVISORS LLC | AVBP | ArriVent BioPharma, Inc. | Schedule 13D/A | 5.8% | 2,875,962 | Oct 8, 2026 |
| Elliott Investment Management L.P. | SDRL | Seadrill Ltd | Schedule 13D/A | 4.9% | 3,108,641 | Oct 8, 2026 |
| Famatown Finance Limited | INSW | International Seaways, Inc. | Schedule 13D/A | 13.5% | 6,704,304 | Oct 8, 2026 |
| Hemen Holding Limited | BWLP | BW LPG Limited | Schedule 13G/A | 6.3% | 9,578,705 | Oct 8, 2026 |
| BANKERS LIFE & CASUALTY CO | Privacore VPC Asset Backed Credit Fund | Privacore VPC Asset Backed Credit Fund | Schedule 13G/A | 34.8% | 6,752,942 | Oct 8, 2026 |
| Dimensional Fund Advisors LP | Expro Group Holdings NV | Expro Group Holdings NV | Schedule 13G/A | 0.0% | 0 | Oct 8, 2026 |
| Dimensional Fund Advisors LP | SCHL | Scholastic Corp | Schedule 13G/A | 9.5% | 1,676,235 | Oct 8, 2026 |
| Dimensional Fund Advisors LP | ADT | ADT Inc | Schedule 13G/A | 6.4% | 43,322,385 | Oct 8, 2026 |
| Dimensional Fund Advisors LP | AstroNova Inc | AstroNova Inc | Schedule 13G/A | 0.0% | 0 | Oct 8, 2026 |
| Dimensional Fund Advisors LP | Northfield Bancorp Inc | Northfield Bancorp Inc | Schedule 13G/A | 0.0% | 0 | Oct 8, 2026 |
| Dimensional Fund Advisors LP | FLXS | Flexsteel Industries Inc | Schedule 13G/A | 8.1% | 331,925 | Oct 8, 2026 |
| Dimensional Fund Advisors LP | LCII | LCI Industries | Schedule 13G/A | 6.4% | 1,551,959 | Oct 8, 2026 |
| Dimensional Fund Advisors LP | OPLN | OPENLANE Inc | Schedule 13G/A | 5.1% | 6,213,448 | Oct 8, 2026 |
| Dimensional Fund Advisors LP | UNF | UniFirst Corp/MA | Schedule 13G/A | 4.8% | 703,965 | Oct 8, 2026 |
| Dimensional Fund Advisors LP | ATROB | Astronics Corp | Schedule 13G/A | 3.1% | 335,448 | Oct 8, 2026 |
| Dimensional Fund Advisors LP | KOP | Koppers Holdings Inc | Schedule 13G/A | 6.7% | 1,265,529 | Oct 8, 2026 |
Sourced from SEC EDGAR Schedules 13D and 13G, required when an investor acquires beneficial ownership of more than 5% of a voting class. Schedule 13D (activist intent) is due within 5 business days; Schedule 13G (passive) on a longer schedule.
Filings since December 2024 carry a structured cover page; the filer, subject company, CUSIP and reported percent-of-class are read from it. For older filings they are parsed from the cover text. Where a percentage is not cleanly disclosed it is shown as unavailable rather than estimated.
Tickers mapped from CUSIP via OpenFIGI; unmapped securities show the issuer name.