Latest Schedule 13G passive stakes
NASDAQ
Kenneth R. Lehman has updated his beneficial ownership filing for Burke & Herbert Financial Services Corp., now holding 4.9% of the common stock.
NASDAQ
WANG JUNYUAN reports beneficial ownership of 6.24% of Agencia Comercial Spirits Ltd. Class A ordinary shares.
NASDAQ
IOTR
Iothree LTDiOThree Ltd reports a change in beneficial ownership, with PT Vox Inovasi Nusantara and Odi Pratama Aldilah now holding 8.34% of ordinary shares.
AMEX
Timothy P. Lynch has filed a Schedule 13G, reporting beneficial ownership of 6,500,000 shares, representing 13.0% of AEON Biopharma's Class A Common Stock.
NASDAQ
Tang Capital entities and Kevin Tang have filed an amendment to their Schedule 13G, reporting their beneficial ownership of Nano Dimension Ltd. ordinary shares.
NASDAQ
INLF
Inlif LTDSCHEDULE: INLIF Ltd: Shareholder Reduces Stake
HONGCE ENTERPRISE LIMITED and Qiaoling Huang report a reduction in their beneficial ownership of INLIF Ltd's Class A ordinary shares to below 5%.
NASDAQ
INLF
Inlif LTDYUHE ENTERPRISE LIMITED and Zhibin Su report ceasing to be beneficial owners of INLIF Ltd's Class A ordinary shares, previously holding 0.50%.
NASDAQ
Several entities have reported a combined 2.97% beneficial ownership of CDT Equity Inc. common stock following a reverse stock split.
NASDAQ
SCHEDULE: CDT Equity Inc. Ownership Update Filed
Several entities have jointly filed a Schedule 13G, reporting a combined 5.3% ownership stake in CDT Equity Inc. common stock.
Almitas Capital LLC reports a zero beneficial ownership of Monroe Capital Corp common stock, signaling a complete exit or absence of investment.
NYSE
Almitas Capital LLC has reported a complete divestment of its holdings in MFS Investment Grade Municipal Trust, with zero shares beneficially owned as of June 30, 2026.
AMEX
Alexander Rugaev has disclosed beneficial ownership of 2,104,569 ordinary shares, representing 5.90% of Micropolis AI Robotics, acquired through a pre-IPO subscription.
NYSE
Almitas Capital LLC has reported a complete divestment of its holdings in MFS High Yield Municipal Trust, indicating a zero percent beneficial ownership.
NASDAQ
Jane Street Group, LLC and its affiliates have reported beneficial ownership of 5.1% of CDT Environmental Technology Investment Holdings Ltd's Class A Ordinary Shares.
NASDAQ
First Frontier Capital LLC has filed a Schedule 13G to correct a previous filing, clarifying its beneficial ownership of Royalty Management Holding Corp. Class A Common Stock.
NASDAQ
White River Ventures LLC has filed a corrected Schedule 13G, clarifying its beneficial ownership of Royalty Management Holding Corp. Class A Common Stock.
NYSE
BlackRock, Inc. has filed a Schedule 13G, reporting beneficial ownership of 1,236 shares of Lincoln National Corp.'s Series D Preferred Stock, representing 6.2% of the class.
NYSE
BlackRock, Inc. has filed a Schedule 13G, reporting beneficial ownership of 1,236 shares of Lincoln National Corp.'s Series D Preferred Stock, representing 6.2% of the class.
NASDAQ
Westerly Capital Management, LLC, Westerly Holdings LLC, and Christopher J. Galvin have reported a complete divestment of their shares in Harte Hanks Inc.
NASDAQ
Ronald A. Duncan reports beneficial ownership of 474,976 shares of Charter Communications Series A Cumulative Redeemable Preferred Stock, representing 6.6% of the class.
SCHEDULE: Strata Critical Medical Ownership Update
Steele ExpCo Holdings, LLC, KSL Capital Partners V GP, LLC, and Eric Charles Resnick have updated their beneficial ownership filing for Strata Critical Medical, Inc., reporting 9.0% ownership.
MFGCF
Mayfair Gold CORPOaktree Capital Management entities have collectively reported beneficial ownership of 8.19% of Mayfair Gold Corp.'s common shares as of June 30, 2026.
NASDAQ
Laurence W. Lytton has reported beneficial ownership of 967,807 shares, representing 5.1% of Rank One Computing Corp's common stock, as of August 14, 2026.
AMEX
PHGE
Biomx INCCystic Fibrosis Foundation reports a slight decrease in its beneficial ownership of BiomX Inc. common stock to 1.47%.
NYSE
ExodusPoint Capital Management, LP, along with affiliated entities, has reported beneficial ownership of 1,004,155 shares, representing 4.7% of RE/MAX Holdings, Inc.'s Class A Common Stock.
NYSE
Morgan Stanley has updated its beneficial ownership filing for Black Stone Minerals, L.P., reporting a total of 11,022,504 common units, representing 5.2% of the class.
NYSE
Morgan Stanley has updated its beneficial ownership filing for Black Stone Minerals, L.P., reporting a total of 11,022,504 common units, representing 5.2% of the class.
NASDAQ
SWMR
Swarmer, INCRG.AI Technologies, Inc., Oedipus Inc., and Charles Eberly von Szecsey collectively report a 10.98% beneficial ownership stake in Swarmer, Inc. common stock, with a filing delay noted.
NASDAQ
S.H.N. Financial Investments Ltd. has amended its Schedule 13G filing to reflect a revised beneficial ownership percentage of Tianci International, Inc. common stock, now standing at 9.99% after a stock split.
NASDAQ
GXAI
Gaxosai INCIntracoastal Capital LLC, along with individuals Mitchell P. Kopin and Daniel B. Asher, has reported beneficial ownership of 722,280 shares of GAXOS.AI INC. common stock, representing 4.99% of the class.