13D/G large-stake feed

Latest 13D/G Reports

Since 01 Jul 2026. Review filer CIK, subject security, ownership %, and SEC evidence first.

Recent 13D/G signals

Large-stake disclosures to inspect

Start with holder, issuer/security, stake size, and SEC evidence.

13G

Citadel Securities GP LLC stake in POET TECHNOLOGIES INC.

Holder CIK 0001721695

13G POET
CIK
0001721695
Issuer
POET TECHNOLOGIES INC.
Security
POET
Source
SEC 13G
Action
Beneficial ownership disclosure
Magnitude
5.9% / 10,110,970 shares
Filed
08 Jul 2026, 19:41:29 UTC

Check whether this is a new stake, an amended position, or a material ownership change before moving to the issuer page.

13G/A

MORGAN STANLEY stake in Eaton Vance Ltd Duration Income Fund

Holder CIK 0000895421

13G/A CUSIP 27828H204
CIK
0000895421
Issuer
Eaton Vance Ltd Duration Income Fund
Security
CUSIP 27828H204
Source
SEC 13G/A
Action
Beneficial ownership disclosure
Magnitude
0% / 0 shares
Filed
08 Jul 2026, 18:55:25 UTC

Check whether this is a new stake, an amended position, or a material ownership change before moving to the issuer page.

13D/A

Lynrock Lake LP stake in TERADATA CORP /DE/

Holder CIK 0001734341

13D/A TDC
CIK
0001734341
Issuer
TERADATA CORP /DE/
Security
TDC
Source
SEC 13D/A
Action
Beneficial ownership disclosure
Magnitude
6.6% / 6,212,370 shares
Filed
08 Jul 2026, 18:41:45 UTC

Check whether this is a new stake, an amended position, or a material ownership change before moving to the issuer page.

13G/A

WASATCH ADVISORS LP stake in Bank OZK

Holder CIK 0000814133

13G/A OZK
CIK
0000814133
Issuer
Bank OZK
Security
OZK
Source
SEC 13G/A
Action
Beneficial ownership disclosure
Magnitude
4.2% / 4,695,376 shares
Filed
08 Jul 2026, 18:28:24 UTC

Check whether this is a new stake, an amended position, or a material ownership change before moving to the issuer page.

13G/A

ARK Investment Management LLC stake in Brera Holdings PLC

Holder CIK 0001697748

13G/A BREA
CIK
0001697748
Issuer
Brera Holdings PLC
Security
BREA
Source
SEC 13G/A
Action
Beneficial ownership disclosure
Magnitude
5.4% / 600,037 shares
Filed
08 Jul 2026, 18:20:58 UTC

Check whether this is a new stake, an amended position, or a material ownership change before moving to the issuer page.

13G/A

ARK Investment Management LLC stake in Strata Critical Medical, Inc.

Holder CIK 0001697748

13G/A SRTA
CIK
0001697748
Issuer
Strata Critical Medical, Inc.
Security
SRTA
Source
SEC 13G/A
Action
Beneficial ownership disclosure
Magnitude
3.2% / 2,730,855 shares
Filed
08 Jul 2026, 18:17:13 UTC

Check whether this is a new stake, an amended position, or a material ownership change before moving to the issuer page.

Rows shown
1,651-1,700 of 2,110
Per page
50
Current page
34

Schedule 13D/G ownership events

Activist and large-stake radar

Stake size, change direction, reporting filer, issuer, active/passive form type, and SEC evidence.

Visible reports

6

Fresh large-stake filings promoted above the legacy table.

13D/13G mix

1/5

Active-intent candidates versus passive large-stake disclosures.

Largest visible stake

6.6%

Highest class ownership surfaced in the preview cards.

Newest evidence

08 Jul 2026

Use recency before treating an old large-stake story as fresh.

Signal checks

13D active-intent check

active/control intent, item text, amendments

13G passive stake check

large passive holder disclosure

Stake change direction

ownership percent and share change

Issuer and owner follow-up

issuer, filer history, insider activity, 13F context

SEC-verifiable Schedule 13D/G path

Open the Schedule 13D/G filing, then cross-check insider and Form 13F evidence.

Large-stake signal

Citadel Securities GP LLC

POET TECHNOLOGIES INC. (POET)

Schedule 13G Ownership 5.9% Filing-backed
CIK
000110465926081954
Source
SEC Schedule 13G
Action
Large beneficial ownership stake disclosed
Magnitude
5.9%
Filed
08 Jul 2026, 19:41:29 UTC
Period
30 Jun 2026

Citadel Securities GP LLC filed Schedule 13G for POET TECHNOLOGIES INC. (POET). Reported class ownership: 5.9%. Open the SEC evidence before treating this as an activist or passive large-stake signal.

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Large-stake signal

MORGAN STANLEY

Eaton Vance Ltd Duration Income Fund

Schedule 13G/A Ownership 0% Filing-backed
CIK
000089542126000203
Source
SEC Schedule 13G/A
Action
Large beneficial ownership stake disclosed
Magnitude
0%
Filed
08 Jul 2026, 18:55:25 UTC
Period
30 Jun 2026

MORGAN STANLEY filed Schedule 13G/A for Eaton Vance Ltd Duration Income Fund. Reported class ownership: 0%. Open the SEC evidence before treating this as an activist or passive large-stake signal.

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Large-stake signal

Lynrock Lake LP

TERADATA CORP /DE/ (TDC)

Schedule 13D/A Ownership 6.6% Filing-backed
CIK
000092189526001779
Source
SEC Schedule 13D/A
Action
Potential activist/control stake disclosed
Magnitude
6.6%
Filed
08 Jul 2026, 18:41:45 UTC
Period
06 Jul 2026

Lynrock Lake LP filed Schedule 13D/A for TERADATA CORP /DE/ (TDC). Reported class ownership: 6.6%. Ownership change: -1%. Share change: -14%. Open the SEC evidence before treating this as an activist or passive large-stake signal.

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Large-stake signal

WASATCH ADVISORS LP

Bank OZK (OZK)

Schedule 13G/A Ownership 4.2% Filing-backed
CIK
000081413326000070
Source
SEC Schedule 13G/A
Action
Large stake reduction disclosed
Magnitude
4.2%
Filed
08 Jul 2026, 18:28:24 UTC
Period
30 Jun 2026

WASATCH ADVISORS LP filed Schedule 13G/A for Bank OZK (OZK). Reported class ownership: 4.2%. Ownership change: -1.3%. Share change: -23%. Open the SEC evidence before treating this as an activist or passive large-stake signal.

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Large-stake signal

ARK Investment Management LLC

Brera Holdings PLC (BREA)

Schedule 13G/A Ownership 5.4% Filing-backed
CIK
000110465926081890
Source
SEC Schedule 13G/A
Action
Large stake reduction disclosed
Magnitude
5.4%
Filed
08 Jul 2026, 18:20:58 UTC
Period
30 Jun 2026

ARK Investment Management LLC filed Schedule 13G/A for Brera Holdings PLC (BREA). Reported class ownership: 5.4%. Ownership change: -9%. Share change: -93%. Open the SEC evidence before treating this as an activist or passive large-stake signal.

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Large-stake signal

ARK Investment Management LLC

Strata Critical Medical, Inc. (SRTA)

Schedule 13G/A Ownership 3.2% Filing-backed
CIK
000110465926081889
Source
SEC Schedule 13G/A
Action
Large stake reduction disclosed
Magnitude
3.2%
Filed
08 Jul 2026, 18:17:13 UTC
Period
30 Jun 2026

ARK Investment Management LLC filed Schedule 13G/A for Strata Critical Medical, Inc. (SRTA). Reported class ownership: 3.2%. Ownership change: -5.4%. Share change: -63%. Open the SEC evidence before treating this as an activist or passive large-stake signal.

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Filed by Symbol Subject Shares owned Ownership % Source
Citadel Securities GP LLC CIK 0001721695 POET POET TECHNOLOGIES INC. 10,110,970 5.9% SEC filing
MORGAN STANLEY CIK 0000895421 CUSIP 27828H204 Eaton Vance Ltd Duration Income Fund 0 0% SEC filing
Lynrock Lake LP CIK 0001734341 TDC TERADATA CORP /DE/ 6,212,370 6.6% SEC filing
WASATCH ADVISORS LP CIK 0000814133 OZK Bank OZK 4,695,376 4.2% SEC filing
ARK Investment Management LLC CIK 0001697748 BREA Brera Holdings PLC 600,037 5.4% SEC filing
ARK Investment Management LLC CIK 0001697748 SRTA Strata Critical Medical, Inc. 2,730,855 3.2% SEC filing
ARK Investment Management LLC CIK 0001697748 CNTN Canton Strategic Holdings, Inc. 3,657,548 4.7% SEC filing
Janus Henderson Group Ltd. CIK 0001274173 CUSIP 74291E300 PRIVACORE VPC ASSET BACKED CREDIT FUND 1,743,804 17% SEC filing
Janus Henderson Group Ltd. CIK 0001274173 CUSIP 74290Y307 PRIVACORE PCAAM ALTERNATIVE GROWTH FUND 2,800,000 47% SEC filing
Janus Henderson Group Ltd. CIK 0001274173 CUSIP 74291A308 PRIVACORE PCAAM ALTERNATIVE INCOME FUND 2,520,000 67% SEC filing
Alta Partners LLC CIK 0001896206 SBFM Sunshine Biopharma Inc. 200,000 8.6% SEC filing
Caddis Holdings, LP CIK 0002123470 FRMI Fermi Inc. 52,256,833 8.2% SEC filing
Live Oak Sponsor V, LLC CIK 0002048695 CUSIP 87821B109 Teamshares Inc. 9,624,781 12% SEC filing
INTEGRATED CORE STRATEGIES (US) LLC CIK 0001319244 UNCY Unicycive Therapeutics, Inc. 271,456 1% SEC filing
MORGAN STANLEY CIK 0000895421 MCR MFS CHARTER INCOME TRUST 0 0% SEC filing
Janus Henderson Group Ltd. CIK 0001274173 BHVN BIOHAVEN LTD. 8,584,676 5.7% SEC filing
Janus Henderson Group Ltd. CIK 0001274173 JBIO JADE BIOSCIENCES, INC. 6,273,262 11% SEC filing
MORGAN STANLEY CIK 0000895421 CRVO CervoMed Inc 12,550 0.1% SEC filing
MORGAN STANLEY CIK 0000895421 CXH MFS INVESTMENT GRADE MUNICIPAL TRUST 0 0% SEC filing
Bambino 255 V V UG haftungsbeschrankt CIK 0002027046 SSM Sono Group N.V. 177,417 12% SEC filing
TORO 18 HOLDINGS LLC CIK 0001970265 BNED Barnes & Noble Education, Inc. 11,366,617 33% SEC filing
AdvisorShares Trust CIK 0001408970 SILO Silo Pharma, Inc. 75,582 6.7% SEC filing
Owl Creek Asset Management, L.P. CIK 0001313756 ATEX Anterix Inc. 5,551,684 28% SEC filing
AdvisorShares Trust CIK 0001408970 TRLV Trulieve Cannabis Corp. 10,641,152 6.3% SEC filing
Masiero Thomas CIK 0002140127 ANY Sphere 3D Corp. 513,741 6.7% SEC filing
AdvisorShares Trust CIK 0001408970 QNTM Quantum Biopharma Ltd. 203,564 5.3% SEC filing
AdvisorShares Trust CIK 0001408970 VFF Village Farms International, Inc. 3,430,321 2.8% SEC filing
Soleus Private Equity Fund III, L.P. CIK 0001955982 PRLD Prelude Therapeutics Inc 3,378,378 5.2% SEC filing
INTEGRATED CORE STRATEGIES (US) LLC CIK 0001319244 BKU BankUnited, Inc. 963,758 1.3% SEC filing
METEORA CAPITAL, LLC CIK 0001905106 SVAC Spring Valley Acquisition Corp. III 3,390,000 15% SEC filing
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 ZSPC zSpace, Inc. 149,946 3.1% SEC filing
Vivo Opportunity Fund Holdings, L.P. CIK 0001930214 ACHV Achieve Life Sciences, Inc. 5,305,640 5% SEC filing
METEORA CAPITAL, LLC CIK 0001905106 MBAV M3-Brigade Acquisition V Corp. 2,816,473 9.8% SEC filing
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP CIK 0001595082 CAST FreeCast, Inc. 1,850,000 5.5% SEC filing
AWM Investment Company, Inc. CIK 0001535264 SUNE SUNation Energy, Inc. 820,000 20% SEC filing
Atlas Capital Resources (A9) LP CIK 0001880358 GREE Greenidge Generation Holdings Inc. 4,185,381 23% SEC filing
Point72 Asset Management, L.P. CIK 0001603466 PCSC Perceptive Capital Solutions Corp 465,000 5.7% SEC filing
Schornack Andrew David CIK 0002128672 CZWI Citizens Community Bancorp, Inc. 878,472 9.1% SEC filing
AWM Investment Company, Inc. CIK 0001535264 GAIA GAIA, INC 0 0% SEC filing
Sawyer Jason David CIK 0002076325 CUSIP 33749P509 GridAI Technologies Corp. 540,000 7.1% SEC filing
AWM Investment Company, Inc. CIK 0001535264 MDXH MDxHealth SA 0 0% SEC filing
KORNITZER CAPITAL MANAGEMENT INC /KS CIK 0000898358 LARK LANDMARK BANCORP INC 385,632 6.3% SEC filing
Tego Cyber, Inc. CIK 0001815632 INTZ INTRUSION INC 2,373,134 10% SEC filing
Knoll Capital Management, LLC CIK 0001325083 ELTX Elicio Therapeutics, Inc 1,211,957 5.3% SEC filing
Base Partners Consultoria de Investimentos E Negocios Ltda. CIK 0002117768 NTSK Netskope Inc 7,967,893 3.2% SEC filing
Bank of New York Mellon Corp CIK 0001390777 BRCB Black Rock Coffee Bar, Inc. 2,977,719 14% SEC filing
STATE STREET CORP CIK 0000093751 ATROB ASTRONICS CORP 475,871 10% SEC filing
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 MBX MBX Biosciences 4,977,523 10% SEC filing
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 EE Excelerate Energy, Inc. 3,339,759 10% SEC filing
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 USFD US FOODS HOLDING CORP. 23,009,877 10% SEC filing
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