Latest Schedule 13G passive stakes
NYSE
Achillefs Konstantakopoulos and Costamare Shipping Services Ltd. have reported an aggregate beneficial ownership of 23.0% in Costamare Bulkers Holdings Ltd. as of June 30, 2026.
NASDAQ
SRCE
1st Source CORPOliver Cromwell Carmichael III has filed a Schedule 13G, reporting beneficial ownership of 1,228,240 shares, representing 4.9% of 1st Source Corporation's common stock.
NASDAQ
FAMI
Farmmi, INCS.H.N. Financial Investments Ltd. has disclosed a beneficial ownership of 9.99% in Farmmi, Inc.'s Class A Ordinary Shares, primarily through shares and pre-funded warrants.
NASDAQ
SOGP
Sound Group INCJohn Benjamin Morris has filed a Schedule 13G, reporting beneficial ownership of 7.0% of Sound Group Inc.'s Class A ordinary shares.
NASDAQ
Highlander Partners, L.P. and affiliated entities have reported beneficial ownership of 5.7% of ONDAS Inc. common stock.
AMEX
SEG Opportunity Fund, LLC has reported beneficial ownership of 5,000,000 shares, representing 9.4% of Volato Group, Inc.'s common stock, as of July 1, 2026.
NASDAQ
Feis Equities LLC and Lawrence M. Feis have reported a combined beneficial ownership of 3,713 ordinary shares in Wintergreen Acquisition Corp., representing 0.01% of the class.
NYSE
Truist Financial Corporation, through its advisory arm, reports beneficial ownership of 32.2% of iM Global Partner Funds Exchange Traded Fund.
NYSE
The Capital Management Corporation has increased its beneficial ownership of Gray Television, Inc. common stock to 7.6%.
NASDAQ
LFVN
Lifevantage CORPThe Capital Management Corporation has increased its beneficial ownership of LifeVantage Corporation common stock to 14.9%, holding 1,878,411 shares.
NYSE
The Capital Management Corporation has disclosed a 16.0% beneficial ownership stake in Townsquare Media, Inc. as of June 30, 2026.
NYSE
Truist Financial Corporation, through its advisory arm, has reported beneficial ownership of 1,048,539 shares, representing 20.2% of the First Trust Exchange-Traded Fund IV.
NYSE
Capital Research Global Investors has disclosed a 1.0% ownership stake in Halliburton Co. as of June 30, 2026.
NYSE
WOLF
Wolfspeed, INCCapital Research Global Investors reports a 3.4% stake in Wolfspeed, Inc., holding 1,831,822 shares.
NASDAQ
Whitebox Advisors LLC and Whitebox General Partner LLC have reported beneficial ownership of approximately 8.2% of Office Properties Income Trust's common shares.
NYSE
Sit Investment Associates, Inc. and Sit Fixed Income Advisors II, LLC have reported beneficial ownership of 6.2% of Aberdeen Multi-Market Income Fund's common stock as of June 30, 2026.
NYSE
Sit Investment Associates, Inc. and its subsidiary Sit Fixed Income Advisors II, LLC have reported beneficial ownership of 6.3% of Blackstone Senior Floating Rate 2027 Term Fund's common stock.
NYSE
Sit Investment Associates and its subsidiary Sit Fixed Income Advisors II, LLC have reported beneficial ownership of 4.8% of Blackstone Long-Short Credit Income Fund's common stock as of June 30, 2026.
NYSE
Sit Investment Associates and its subsidiary Sit Fixed Income Advisors II, LLC have reported beneficial ownership of 32.6% of TCW Strategic Income Fund Inc.'s common stock.
NASDAQ
Nuance Investments LLC has disclosed a beneficial ownership of 4.9% in Marten Transport Ltd, holding 3,968,604 shares as of April 10, 2026.
NASDAQ
Larry Walther has amended his Schedule 13G filing, correcting the percentage of his beneficial ownership in Arts Way Manufacturing Co Inc. to 9.23%.
NASDAQ
Larry M. Walther has filed a Schedule 13G, reporting beneficial ownership of 480,000 shares of Arts Way Manufacturing Co. Inc. common stock, representing approximately 0.1% of the class.
NASDAQ
Tenor Capital Management Company, L.P., Tenor Opportunity Master Fund, Ltd., and Robin Shah have jointly filed a Schedule 13G, reporting beneficial ownership of 5.2% of Columbus Circle Capital Corp II's Class A Ordinary Shares.
NASDAQ
SCHEDULE: TAT Technologies Ltd. Ownership Update
IBI Investment House Ltd. and its subsidiary IBI Mutual Funds Ltd. report beneficial ownership of 4.8% of TAT Technologies Ltd. ordinary shares as of June 30, 2026.
NASDAQ
HASH DIGITAL INVESTMENT LIMITED has reported beneficial ownership of 165,836 ordinary shares, representing 6.09% of the outstanding shares in Raytech Holding Limited.
AMEX
RYDE
Ryde Group LTDHoyang Development Limited has disclosed beneficial ownership of 14,642,000 Class A Ordinary Shares in Ryde Group Ltd, representing 9.76% of the class.
AMEX
RYDE
Ryde Group LTDHASH DIGITAL INVESTMENT LIMITED has reported beneficial ownership of 10,000,000 Class A Ordinary Shares in Ryde Group Ltd, representing 6.66% of the class.
NASDAQ
Francisco Trust amends Schedule 13G filing, reporting 11.58% ownership of Dyadic International's common stock.
NASDAQ
TDIC
Dreamland LTDImperial Vision Fund SPC Series 1 SP has reported beneficial ownership of 320,000 Class A ordinary shares in Dreamland Ltd, representing 13.04% of the class.
NASDAQ
Meitav Investment House Ltd. and its subsidiary Meitav Provident Funds & Pension Ltd. have reported beneficial ownership of over 15% of G Willi Food International Ltd.'s ordinary shares.