Latest Schedule 13G passive stakes

NYSE
Wellington Management Group LLP and its affiliates have filed an amendment to their Schedule 13G, reporting beneficial ownership of 8.0% of James Hardie Industries plc's common stock as of June 30, 2026.
NYSE
Wellington Management Group LLP and its affiliates have reported beneficial ownership of 10.6% of Northpointe Bancshares, Inc. common stock as of June 30, 2026.
NYSE
Wellington Management Group LLP and its affiliates have reported a change in their beneficial ownership of Primoris Services Corporation's common stock, now holding 8.6% of the class.
NASDAQ
Wellington Management Group LLP and its affiliates have updated their beneficial ownership filing for NXP Semiconductors N.V., reporting a 2.7% stake.
NASDAQ
Wellington Management Group LLP and its affiliates have reported a beneficial ownership stake of 5.9% in Dianthus Therapeutics, Inc. as of June 30, 2026.
NYSE
Wellington Management Group LLP and its affiliates have reported a change in their beneficial ownership of Xperi Inc. common stock, now holding 5.1% of the class.
NYSE
Wellington Management Group LLP and its affiliates have filed a Schedule 13G, reporting a beneficial ownership stake of 9.2% in MNTN, Inc. common stock as of June 30, 2026.
NASDAQ
Wellington Management Group LLP and its affiliates have reported beneficial ownership of approximately 9.0% of Forbright, Inc.'s common stock as of June 30, 2026.
NASDAQ
Wellington Management Group LLP and its affiliates have reported a change in their beneficial ownership of Jefferson Capital, Inc. common stock, now holding 4.2% of the class.
NYSE
Invesco Ltd. has filed a Schedule 13G, reporting beneficial ownership of 5% of QXO Inc.'s common stock.
NYSE
Invesco Ltd. has filed a Schedule 13G, reporting beneficial ownership of 5% of QXO Inc.'s common stock.
NASDAQ
Wolf Hill Capital Management, LP and associated entities have updated their beneficial ownership filing for NextNav Inc. common stock.
NYSE
Wolf Hill Capital Management, LP and associated entities report a change in their beneficial ownership of MBIA Inc. common stock, now holding a combined 4.2% stake.
NASDAQ
Wolf Hill Capital Management, LP and associated entities have reported a beneficial ownership stake of 6.8% in Liberty Global Ltd. as of June 30, 2026.
NASDAQ
Saba Capital Management, L.P. and its affiliates have reported beneficial ownership of 2,301,712 shares, representing 6.28% of TaskUs, Inc.'s common stock.
NYSE
Morgan Stanley has filed an amendment to its Schedule 13G, reporting a decrease in its beneficial ownership of TKO Group Holdings, Inc. Class A Common Stock to below the 5% threshold.
NYSE
Morgan Stanley has filed an amendment to its Schedule 13G, reporting a decrease in its beneficial ownership of TKO Group Holdings, Inc. Class A Common Stock to below the 5% threshold.
NASDAQ
Brandes Investment Partners, L.P. has filed an amendment to its Schedule 13G, reporting its beneficial ownership of NETGEAR, Inc. common shares as of June 30, 2026.
Deutsche Bank AG and its subsidiary Deutsche Bank Securities Inc. have amended their Schedule 13G filing to report beneficial ownership of 19,465,329 shares, representing 6.9% of Optimum Communications, Inc.'s Class A Common Stock.
NYSE
Morgan Stanley and its subsidiary, Morgan Stanley Investment Management Inc., have updated their Schedule 13G filing to reflect their beneficial ownership of Roivant Sciences Ltd. common shares.
NASDAQ
Morgan Stanley and its subsidiary, Morgan Stanley Investment Management Inc., have updated their Schedule 13G filing to reflect their beneficial ownership of Roivant Sciences Ltd. common shares.
NASDAQ
Deutsche Bank AG and its subsidiaries report a decrease in beneficial ownership of iHeartMedia, Inc. Class A Common Stock, now holding 4.9% collectively.
NYSE
Morgan Stanley and its subsidiary, Morgan Stanley Investment Management Inc., have filed an amended Schedule 13G, reporting their beneficial ownership of Opendoor Technologies Inc. common stock.
NASDAQ
Morgan Stanley and its subsidiary, Morgan Stanley Investment Management Inc., have filed an amended Schedule 13G, reporting their beneficial ownership of Opendoor Technologies Inc. common stock.
NYSE
Brandes Investment Partners, L.P. has reported an increased beneficial ownership of Kennametal Inc. common shares, now holding 2.3% of the class.
NYSE
Morgan Stanley and its subsidiary, Morgan Stanley Investment Management Inc., have filed a Schedule 13G detailing their beneficial ownership of Oddity Tech Ltd's Class A Ordinary Shares.
NASDAQ
Morgan Stanley and its subsidiary, Morgan Stanley Investment Management Inc., have filed a Schedule 13G detailing their beneficial ownership of Oddity Tech Ltd's Class A Ordinary Shares.
NYSE
Invesco Ltd. reports beneficial ownership of 15,032,861 shares, representing 21.9% of the Invesco Russell 1000 Dynamic Multifactor ETF.
NYSE
Royal Bank of Canada has reported beneficial ownership of 8,268,997.50 shares, representing 8.27% of the outstanding common stock of Blue Owl Credit Income Corp.
OQB
Royal Bank of Canada has filed a Schedule 13G, reporting beneficial ownership of 9.19% of Wisconsin Electric Power Company's 3.6% Serial Preferred Stock.