Latest Schedule 13G passive stakes

Morgan Stanley and its subsidiary, Morgan Stanley & Co. LLC, have filed a Schedule 13G, reporting beneficial ownership of less than 5% of the Auction Preferred Stock of Eaton Vance Ltd Duration Income Fund.

Morgan Stanley and its subsidiary, Morgan Stanley & Co. LLC, have filed a Schedule 13G, reporting beneficial ownership of less than 5% of the Auction Preferred Stock of Eaton Vance Ltd Duration Income Fund.

Wasatch Advisors LP has filed a Schedule 13G, reporting beneficial ownership of 4,695,376 shares of Bank OZK common stock, representing 4.2% of the class.

ARK Investment Management LLC and Catherine D. Wood have jointly filed a Schedule 13G, reporting beneficial ownership of 5.45% of Brera Holdings PLC's Class B Ordinary Shares.

ARK Investment Management LLC and Catherine D. Wood have filed an amendment to their Schedule 13G, reporting beneficial ownership of 3.16% of Strata Critical Medical, Inc. common stock as of June 30, 2026.

ARK Investment Management LLC and Catherine D. Wood have jointly filed a Schedule 13G, reporting beneficial ownership of 4.74% of Canton Strategic Holdings, Inc. common stock as of June 30, 2026.

Janus Henderson Group Ltd. has reported beneficial ownership of 17.1% of Class I Shares in the Privacore VPC Asset Backed Credit Fund.

Janus Henderson Group Ltd. has disclosed beneficial ownership of 2,800,000 Class I Shares, representing 46.8% of the outstanding shares, in the Privacore PCAAM Alternative Growth Fund.

Janus Henderson Group Ltd. has reported beneficial ownership of 2,520,000 Class I Shares in Privacore PCAAM Alternative Income Fund, representing 67.4% of the class.

Alta Partners LLC has reported beneficial ownership of 200,000 shares, representing 8.6% of the outstanding common stock of Sunshine Biopharma Inc., acquired through warrant exercises.

Live Oak Sponsor V, LLC and Richard Hendrix report beneficial ownership of 12.3% of Teamshares Inc. common stock following business combination.

Several entities affiliated with Millennium Management have reported a combined beneficial ownership of 1.8% of Unicycive Therapeutics' common stock as of June 30, 2026.

Morgan Stanley and its subsidiary Morgan Stanley Smith Barney LLC have filed a Schedule 13G, reporting beneficial ownership of less than 5% of MFS Charter Income Trust's common stock as of June 30, 2026.

Morgan Stanley and its subsidiary Morgan Stanley Smith Barney LLC have filed a Schedule 13G, reporting beneficial ownership of less than 5% of MFS Charter Income Trust's common stock as of June 30, 2026.

Janus Henderson Group Ltd. has reported beneficial ownership of 5.7% of Biohaven Ltd. common shares as of June 30, 2026.

Janus Henderson Group Ltd. has reported beneficial ownership of 5.7% of Biohaven Ltd. common shares as of June 30, 2026.

Janus Henderson Group Ltd. has reported beneficial ownership of 10.6% of Jade Biosciences, Inc. common stock, totaling 6,273,262 shares, as of June 30, 2026.

Janus Henderson Group Ltd. has reported beneficial ownership of 10.6% of Jade Biosciences, Inc. common stock, totaling 6,273,262 shares, as of June 30, 2026.

Morgan Stanley and its subsidiary, Morgan Stanley Capital Services LLC, have filed a Schedule 13G, indicating a reduction in their beneficial ownership of CervoMed Inc. common stock to below the 5% threshold.

Morgan Stanley and its subsidiary, Morgan Stanley Capital Services LLC, have filed a Schedule 13G, indicating a reduction in their beneficial ownership of CervoMed Inc. common stock to below the 5% threshold.

Morgan Stanley has filed a Schedule 13G, indicating it no longer beneficially owns more than five percent of the common stock of MFS Investment Grade Municipal Trust.

Morgan Stanley has filed a Schedule 13G, indicating it no longer beneficially owns more than five percent of the common stock of MFS Investment Grade Municipal Trust.

Bambino 255. V V UG (haftungsbeschrankt) reports beneficial ownership of 12.45% of Sono Group N.V. ordinary shares, transitioning to Schedule 13G filing.

AdvisorShares Trust has reported beneficial ownership of 75,582 shares, representing 6.69% of Silo Pharma, Inc.'s common stock, as of June 30, 2026.

AdvisorShares Trust has reported beneficial ownership of 10,641,152 subordinate voting shares, representing 6.26% of the class, in Trulieve Cannabis Corp. as of June 30, 2026.

Thomas Masiero and associated trusts report beneficial ownership of 6.7% of Sphere 3D Corp. common shares following a corporate acquisition.

AdvisorShares Trust has reported beneficial ownership of 203,564 Class B Subordinate Voting Shares in Quantum Biopharma Ltd., representing 5.33% of the class.

AdvisorShares Trust has disclosed a beneficial ownership of 3,430,321 shares, representing 2.82% of the outstanding common stock of Village Farms International, Inc., as of June 30, 2026.

Soleus Capital Management L.P. and affiliated entities report beneficial ownership of 5.2% of Prelude Therapeutics Inc. common stock as of April 21, 2026.

Several entities affiliated with Millennium Management have reported a combined beneficial ownership of 1.3% of BankUnited, Inc. common stock as of June 30, 2026.