Latest Schedule 13G passive stakes

NYSE
Dimensional Fund Advisors LP has reported beneficial ownership of 5.2% of AdvanSix Inc. common stock as of June 30, 2026.
Dimensional Fund Advisors LP has reported a beneficial ownership of 4.6% in ZoomInfo Technologies Inc. as of June 30, 2026.
NASDAQ
Dimensional Fund Advisors LP has increased its beneficial ownership of Academy Sports & Outdoors Inc. common stock to 6.6%, holding over 4 million shares.
NASDAQ
Dimensional Fund Advisors LP has disclosed a beneficial ownership of 3.9% of Certara Inc.'s common stock as of June 30, 2026.
NASDAQ
Reinhart Partners, LLC has reported a beneficial ownership of 3.0% in Axcelis Technologies Inc., holding 928,660 shares as of June 30, 2026.
OQB
Harper Asset Management LLC has amended its Schedule 13G filing, correcting an effective date and clarifying its beneficial ownership of Innovative Food Holdings Inc. shares.
NASDAQ
Dalton Investments Inc. has disclosed a beneficial ownership of 5.82% in TaskUs, Inc. common stock as of June 30, 2026.
NYSE
JSTX Holdings, LLC, Juniper Capital III GP, L.P., Juniper Capital Advisors, L.P., and Edward Geiser report a combined 4.40% beneficial ownership in Baytex Energy Corp.
NYSE
Wolverine Asset Management, LLC and affiliated entities have reported beneficial ownership of 5.06% of AA Mission Acquisition Corp. II's Class A ordinary shares.
MMCAP International Inc. SPC and MM Asset Management Inc. report a 6.0% stake in Samos Energy Acquisition Corp's units.
NASDAQ
Wolverine Asset Management and affiliated entities report beneficial ownership of 5.69% of Pono Capital Four, Inc.'s Class A Ordinary Shares.
NASDAQ
Wolverine Asset Management, LLC and affiliated entities have reported beneficial ownership of 5.01% of Westin Acquisition Corp.'s Class A ordinary shares as of June 30, 2026.
NASDAQ
Wolverine Asset Management, LLC and related entities have reported beneficial ownership of 5.13% of Maywood Acquisition Corp.'s Class A Ordinary Shares.
NASDAQ
Zhang Xiaofan has reported beneficial ownership of 4,595,118 shares, representing 13.8% of VYNE Therapeutics Inc.'s common stock, as of July 13, 2026.
AMEX
First Trust Portfolios L.P., First Trust Advisors L.P., and The Charger Corporation have jointly filed a Schedule 13G, reporting beneficial ownership of 5,304,286 shares, representing 20.46% of Neuberger High Yield Strategies Fund Inc.'s common stock.
NYSE
First Trust Portfolios L.P., First Trust Advisors L.P., and The Charger Corporation have jointly filed a Schedule 13G, reporting beneficial ownership of 8.88% of John Hancock Diversified Income Fund's common stock.
NYSE
First Trust Portfolios L.P., First Trust Advisors L.P., and The Charger Corporation have jointly filed a Schedule 13G, reporting beneficial ownership of 15.24% of Virtus Stone Harbor Emerging Markets Income Fund's common stock.
NYSE
First Trust Portfolios L.P., First Trust Advisors L.P., and The Charger Corporation have jointly filed a Schedule 13G, reporting beneficial ownership of 21,633,208 shares, representing 15.66% of the Credit Suisse High Yield Credit Fund.
NYSE
First Trust Portfolios L.P., First Trust Advisors L.P., and The Charger Corporation have jointly filed a Schedule 13G, reporting beneficial ownership of 8.66% of BNY Mellon High Yield Strategies Fund.
AMEX
First Trust Portfolios L.P., First Trust Advisors L.P., and The Charger Corporation have jointly reported beneficial ownership of 9,943,778 shares, representing 18.13% of the common stock in Credit Suisse Asset Management Income Fund, Inc.
AMEX
First Trust Portfolios L.P., First Trust Advisors L.P., and The Charger Corporation have jointly filed a Schedule 13G, reporting beneficial ownership of 5,942,831 shares, representing 14.64% of the outstanding common stock of abrdn Emerging Markets ex-China Fund Inc.
NYSE
First Trust Portfolios L.P., First Trust Advisors L.P., and The Charger Corporation have jointly filed a Schedule 13G, reporting beneficial ownership of 16,502,803 shares, or 13.15%, of abrdn Income Credit Strategies Fund.
NASDAQ
Millennium entities and Israel A. Englander have jointly filed a Schedule 13G, reporting beneficial ownership of Oportun Financial Corporation's common stock.
NYSE
Millennium Management LLC, along with affiliated entities and Israel A. Englander, has reported beneficial ownership of 2,196,199 shares, representing 2.5% of Elme Communities' outstanding shares.
NASDAQ
Joe Ronen Hayon has filed a Schedule 13G, reporting beneficial ownership of 28,500 ordinary shares in Inspira Technologies OXY B.H.N. Ltd.
NASDAQ
Jericho Capital Asset Management L.P. and Josh Resnick have filed a Schedule 13G amendment, reporting no beneficial ownership of Upstart Holdings, Inc. common stock as of March 31, 2026.
NASDAQ
Orca Capital AG has reported beneficial ownership of 1,450,000 Class A Ordinary Shares, representing 9.9% of the outstanding shares in Elong Power Holding Limited, following the company's registered offering.
NASDAQ
Group Holdings - Frontier LLC has increased its beneficial ownership of Frontier Group Holdings, Inc. common stock to 9.9%, acquiring an additional 22,706,526 shares.
NYSE
The Second Rewritten Trust Indenture of John S. Simoni and John S. Simoni individually report beneficial ownership of 3,064,142 shares, representing 8.9% of Northpointe Bancshares, Inc. common stock.
NYSE
Focus on Next Frontier, S.L.U. has reported beneficial ownership of 10.5% of Wallbox N.V. Class A ordinary shares.