Institutional ownership filings

Current parsed Schedule 13G/13D filings with reported share and ownership changes.

Updated Oct 11, 2026 8:24 am EDT
Current ownership filings and reported changes
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How to interpret reported ownership changes

“Accumulation” and “reduction” are inferred from changes in reported beneficial shares when available. Schedule 13G/13D filings do not disclose individual trade dates or execution prices.

Initial Schedule 13G/13D filings establish a neutral reporting baseline. Form 13F rows are earlier quarter-end holding evidence only; they do not establish an exact entry date and do not generate signals.

Institutional score uses institutional ownership evidence only. It is not the broader STOCKNODE Outlook, which can also include insider, fundamental, event, and price evidence on the security page.

All filing rows below are live. The first row of the default tracker includes a live Institutional Research gauge. Investor and Pro reveal research gauges across tracker views.

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Security / score	Holder	Signal	Change	Ownership detail	Timing	Market	Observation price	Filing price
PODD Insulet Corp. ☆ Watch InstitutionalUnlock	CRGI	Earliest Schedule 13G amendment found Schedule 13G amendment	— 70.4M held · 12.00%	12.00%	May 14 filed Mar 31 observed · 44d	$135.28 ↗ 3.2% of 52W Oct 9 close	$209.84	$148.68
MGNI Magnite, Inc. ☆ Watch InstitutionalUnlock	CRGI	Reported accumulation Schedule 13G amendment	+716.5K shares 0.00 pts ownership 144.4M held · 12.00%	12.00% 0.00 pts	May 14 filed Mar 31 observed · 44d	$25.40 ↗ 19.9% of 52W Oct 9 close	$11.88	$12.42
MGNI	CRGI	Initial Schedule 13GInitial Schedule 13G	143.6M	12.00%	02/12/26 filed12/31/25 observed · 43d lag	$25.4043.5% of range$8.22–$26.65	$16.23	$11.20
MELI MercadoLibre, Inc. ☆ Watch InstitutionalUnlock	CRGI	Initial Schedule 13G Initial Schedule 13G	— 50.7M held · 12.00%	12.00%	May 14 filed Mar 31 observed · 44d	$1,889.85 ↗ 12.9% of 52W Oct 9 close	$1,729.02	$1,607.37
NVR NVR, Inc. ☆ Watch InstitutionalUnlock	CRGI	Initial Schedule 13G Initial Schedule 13G	— 2.8M held · 12.00%	12.00%	May 14 filed Mar 31 observed · 44d	$5,899.16 ↗ 12.5% of 52W Oct 9 close	$6,589.83	$5,680.61
QTWO Q2 Holdings, Inc. ☆ Watch InstitutionalUnlock	CRGI	Reported reduction Schedule 13G amendment	-125.6K shares 0.00 pts ownership 62.4M held · 12.00%	12.00% 0.00 pts	May 14 filed Mar 31 observed · 44d	$58.60 ↗ 5.1% of 52W Oct 9 close	$47.30	$45.08
QTWO	CRGI	Initial Schedule 13GInitial Schedule 13G	62.5M	12.00%	02/12/26 filed12/31/25 observed · 43d lag	$58.6030.1% of range$58.57–$103.71	$72.16	$52.45
RTX RTX Corp. ☆ Watch InstitutionalUnlock	CRGI	Earliest Schedule 13G amendment found Schedule 13G amendment	— 1.3B held · 12.00%	12.00%	May 14 filed Mar 31 observed · 44d	$185.97 ↗ 78.9% of 52W Oct 9 close	$192.90	$175.68
SLM SLM Corp. ☆ Watch InstitutionalUnlock	CRGI	Reported reduction Schedule 13G amendment	-14.5M shares 0.00 pts ownership 188.6M held · 12.00%	12.00% 0.00 pts	May 14 filed Mar 31 observed · 44d	$22.52 ↗ 21.2% of 52W Oct 9 close	$21.41	$21.59
SLM	CRGI	Initial Schedule 13GInitial Schedule 13G	203.0M	12.00%	02/12/26 filed12/31/25 observed · 43d lag	$22.5229.1% of range$23.81–$34.97	$27.06	$24.76
VRTX Vertex Pharmaceuticals Inc. ☆ Watch InstitutionalUnlock	CRGI	Reported accumulation Schedule 13G amendment	+315.4K shares 0.00 pts ownership 254.0M held · 12.00%	12.00% 0.00 pts	May 14 filed Mar 31 observed · 44d	$505.64 ↗ 56.7% of 52W Oct 7 close	$446.54	$450.41
VRTX	CRGI	Earliest Schedule 13G amendment foundSchedule 13G amendment	253.7M	12.00%	02/12/26 filed12/31/25 observed · 43d lag	$505.6457.8% of range$362.50–$519.68	$453.36	$465.02
APD Air Products and Chemicals, Inc. ☆ Watch InstitutionalUnlock	CRGI	Earliest Schedule 13G amendment found Schedule 13G amendment	— 222.7M held · 12.00%	12.00%	May 14 filed Mar 31 observed · 44d	$278.38 ↗ 85.3% of 52W Oct 8 close	$290.49	$299.87
AUR Aurora Innovation, Inc. ☆ Watch InstitutionalUnlock	CRGI	Initial Schedule 13G Initial Schedule 13G	— 1.6B held · 12.00%	12.00%	May 14 filed Mar 31 observed · 44d	$5.73 ↗ 11.2% of 52W Oct 8 close	$4.12	$8.18
CBZ CBIZ, Inc. ☆ Watch InstitutionalUnlock	CRGI	Earliest Schedule 13G amendment found Schedule 13G amendment	— 50.1M held · 12.00%	12.00%	May 14 filed Mar 31 observed · 44d	$54.80 ↗ 4.5% of 52W Oct 8 close	$26.85	$28.44
CE Celanese Corp. ☆ Watch InstitutionalUnlock	CRGI	Reported accumulation Schedule 13G amendment	+2.4M shares 0.00 pts ownership 111.9M held · 12.00%	12.00% 0.00 pts	May 14 filed Mar 31 observed · 44d	$44.81 ↗ 93.7% of 52W Oct 8 close	$65.77	$57.33
CE	CRGI	Initial Schedule 13GInitial Schedule 13G	109.5M	12.00%	02/12/26 filed12/31/25 observed · 43d lag	$44.8117.6% of range$35.13–$75.84	$42.28	$58.82
EXE Expand Energy Corporation ☆ Watch InstitutionalUnlock	CRGI	Reported accumulation Schedule 13G amendment	+2.2M shares 0.00 pts ownership 240.4M held · 12.00%	12.00% 0.00 pts	May 14 filed Mar 31 observed · 44d	$88.22 ↗ 52.7% of 52W Oct 9 close	$109.78	$96.70
EXE	CRGI	Earliest Schedule 13G amendment foundSchedule 13G amendment	238.2M	12.00%	02/12/26 filed12/31/25 observed · 43d lag	$88.2254.3% of range$91.02–$126.62	$110.36	$103.44
DOMO Domo, Inc. ☆ Watch InstitutionalUnlock	CRGI	Earliest Schedule 13G amendment found Schedule 13G amendment	— 38.5M held · 12.00%	12.00%	May 14 filed Mar 31 observed · 44d	$3.09 ↗ 1.0% of 52W Oct 8 close	$3.06	$3.43
IP International Paper Co. ☆ Watch InstitutionalUnlock	CRGI	Earliest Schedule 13G amendment found Schedule 13G amendment	— 529.5M held · 14.80%	14.80%	May 14 filed Mar 31 observed · 44d	$31.88 ↗ 9.4% of 52W Oct 8 close	$35.70	$31.60
MTRN Materion Corp. ☆ Watch InstitutionalUnlock	CRGI	Earliest Schedule 13G amendment found Schedule 13G amendment	— 20.8M held · 12.00%	12.00%	May 14 filed Mar 31 observed · 44d	$280.45 ↗ 73.4% of 52W Oct 9 close	$144.65	$211.09
MDLZ Mondelez International, Inc. ☆ Watch InstitutionalUnlock	CRGI	Initial Schedule 13G Initial Schedule 13G	— 1.3B held · 12.00%	12.00%	May 14 filed Mar 31 observed · 44d	$60.67 ↗ 32.3% of 52W Oct 8 close	$57.64	$60.97
PAR PAR Technology Corp. ☆ Watch InstitutionalUnlock	CRGI	Earliest Schedule 13G amendment found Schedule 13G amendment	— 43.0M held · 12.00%	12.00%	May 14 filed Mar 31 observed · 44d	$15.51 ↗ 1.5% of 52W Oct 9 close	$13.33	$14.55
PM Philip Morris International Inc. ☆ Watch InstitutionalUnlock	CRGI	Initial Schedule 13G Initial Schedule 13G	— 1.6B held · 12.00%	12.00%	May 14 filed Mar 31 observed · 44d	$201.19 ↗ 47.2% of 52W Oct 9 close	$165.34	$191.86
PNW Pinnacle West Capital Corp. ☆ Watch InstitutionalUnlock	CRGI	Reported accumulation Schedule 13G amendment	+1.2M shares +1.60 pts ownership 120.9M held · 13.60%	13.60% +1.60 pts	May 14 filed Mar 31 observed · 44d	$98.92 ↗ 82.7% of 52W Oct 9 close	$100.75	$99.77
PNW	CRGI	Earliest Schedule 13G amendment foundSchedule 13G amendment	119.7M	12.00%	02/12/26 filed12/31/25 observed · 43d lag	$98.9248.1% of range$81.47–$96.50	$88.70	$97.32
SBUX Starbucks Corp. ☆ Watch InstitutionalUnlock	CRGI	Earliest Schedule 13G amendment found Schedule 13G amendment	— 1.1B held · 12.00%	12.00%	May 14 filed Mar 31 observed · 44d	$90.75 ↗ 48.1% of 52W Oct 9 close	$89.59	$106.40
TDG TransDigm Group Inc. ☆ Watch InstitutionalUnlock	CRGI	Initial Schedule 13G Initial Schedule 13G	— 56.5M held · 12.00%	12.00%	May 14 filed Mar 31 observed · 44d	$1,107.99 ↗ 6.5% of 52W Oct 9 close	$1,158.96	$1,178.82
UDR UDR, Inc. ☆ Watch InstitutionalUnlock	CRGI	Initial Schedule 13G Initial Schedule 13G	— 328.6M held · 12.00%	12.00%	May 14 filed Mar 31 observed · 44d	$34.12 ↗ 6.7% of 52W Oct 9 close	$33.78	$37.34
VSEC VSE Corp. ☆ Watch InstitutionalUnlock	CRGI	Earliest Schedule 13G amendment found Schedule 13G amendment	— 28.1M held · 12.00%	12.00%	May 14 filed Mar 31 observed · 44d	$173.63 ↗ 64.0% of 52W Oct 9 close	$184.40	$179.10
WSO Watsco, Inc. ☆ Watch InstitutionalUnlock	CRGI	Initial Schedule 13G Initial Schedule 13G	— 34.9M held · 12.00%	12.00%	May 14 filed Mar 31 observed · 44d	$279.90 ↗ 20.6% of 52W Oct 9 close	$363.79	$416.08
WSO	CRGI	Earlier Form 13F quarter-end holdingForm 13F quarter-end evidence	1.9M		05/13/26 filed03/31/26 observed · 43d lag	$279.90
CHPG CHAMPIONSGATE ACQUISITION CORPORATION ☆ Watch InstitutionalUnlock	GS	Initial Schedule 13G Initial Schedule 13G	— 663.7K held · 7.70%	7.70%	May 13 filed Mar 31 observed · 43d	$10.50 ↗ 86.3% of 52W Oct 8 close	$10.25	$10.33
WPAC/U WHITE PEARL ACQUISITION CORP. ☆ Watch InstitutionalUnlock	GS	Initial Schedule 13G Initial Schedule 13G	— 696.1K held · 5.90%	5.90%	May 13 filed Mar 31 observed · 43d	— ↗ close
WLAC WILLOW LANE ACQUISITION CORP. ☆ Watch InstitutionalUnlock	GS	Earliest Schedule 13G amendment found Schedule 13G amendment	— 431.5K held · 3.40%	3.40%	May 13 filed Mar 31 observed · 43d	— ↗ 12.4% of 52W close	$10.65	$18.83
FLOC Flowco Holdings Inc. ☆ Watch InstitutionalUnlock	JPM	Earliest Schedule 13G amendment found Schedule 13G amendment	— 1.6M held · 12.00%	12.00%	May 13 filed Mar 31 observed · 43d	$19.09 ↗ 56.7% of 52W Oct 7 close	$20.60	$26.53
ITT ITT INC. ☆ Watch InstitutionalUnlock	JPM	Earliest Schedule 13G amendment found Schedule 13G amendment	— 4.2M held · 12.00%	12.00%	May 13 filed Mar 31 observed · 43d	$201.37 ↗ 81.6% of 52W Oct 9 close	$190.53	$203.39
KTB Kontoor Brands, Inc. ☆ Watch InstitutionalUnlock	JPM	Earliest Schedule 13G amendment found Schedule 13G amendment	— 2.6M held · 12.00%	12.00%	May 13 filed Mar 31 observed · 43d	$65.62 ↗ 54.8% of 52W Oct 9 close	$70.29	$65.23
UTZ Utz Brands, Inc. ☆ Watch InstitutionalUnlock	JPM	Reported reduction Schedule 13G amendment	-1.2M shares 0.00 pts ownership 4.1M held · 12.00%	12.00% 0.00 pts	May 13 filed Mar 31 observed · 43d	$14.29 ↗ 10.7% of 52W Oct 7 close	$7.92	$6.95
UTZ	JPM	Earliest Schedule 13G amendment foundSchedule 13G amendment	5.3M	12.00%	01/23/26 filed12/31/25 observed · 23d lag	$14.2918.0% of range$9.20–$15.79	$10.38	$10.42
VMC Vulcan Materials CO ☆ Watch InstitutionalUnlock	JPM	Earliest Schedule 13G amendment found Schedule 13G amendment	— 5.7M held · 12.00%	12.00%	May 13 filed Mar 31 observed · 43d	$244.58 ↗ 47.6% of 52W Oct 9 close	$272.30	$274.54
LEVI LEVI STRAUSS & CO ☆ Watch InstitutionalUnlock	JPM	Initial Schedule 13G Initial Schedule 13G	— 7.0M held · 12.00%	12.00%	May 13 filed Mar 31 observed · 43d	$18.70 ↗ 50.0% of 52W Oct 9 close	$18.49	$21.37
MIDD MIDDLEBY Corp ☆ Watch InstitutionalUnlock	JPM	Initial Schedule 13G Initial Schedule 13G	— 2.4M held · 12.00%	12.00%	May 13 filed Mar 31 observed · 43d	$105.95 ↗ 37.1% of 52W Oct 9 close	$106.66	$118.62
NEE NEXTERA ENERGY INC ☆ Watch InstitutionalUnlock	JPM	Initial Schedule 13G Initial Schedule 13G	— 109.2M held · 12.00%	12.00%	May 13 filed Mar 31 observed · 43d	$77.37 ↗ 91.1% of 52W Oct 8 close	$92.88	$94.85
LKQ LKQ CORP ☆ Watch InstitutionalUnlock	MS	Earliest Schedule 13G amendment found Schedule 13G amendment	— 8.8M held · 3.50%	3.50%	May 12 filed Mar 31 observed · 42d	$21.84 ↗ 10.9% of 52W Oct 9 close	$29.37	$26.85
JRS NUVEEN REAL ESTATE INCOME FUND ☆ Watch InstitutionalUnlock	MS	Initial Schedule 13G Initial Schedule 13G	— 1.5M held · 5.20%	5.20%	May 12 filed Mar 31 observed · 42d	$7.29 ↗ 49.5% of 52W Oct 9 close	$7.46	$8.26
VERX Vertex, Inc. ☆ Watch InstitutionalUnlock	MS	Initial Schedule 13G Initial Schedule 13G	— 4.1M held · 5.30%	5.30%	May 12 filed Mar 31 observed · 42d	$12.95 ↗ 2.1% of 52W Oct 9 close	$11.89	$13.53
FUN Six Flags Entertainment Corporation/NEW ☆ Watch InstitutionalUnlock	MS	Reported reduction Schedule 13G amendment	-3.7M shares -3.70 pts ownership 5.5M held · 5.40%	5.40% -3.70 pts	May 12 filed Mar 31 observed · 42d	$11.41 ↗ 20.2% of 52W Oct 9 close	$17.75	$18.90
FUN	MS	Earliest Schedule 13G amendment foundSchedule 13G amendment	9.2M	9.10%	02/12/26 filed12/31/25 observed · 43d lag	$11.417.6% of range$12.51–$49.77	$15.34	$16.53
KIO KKR Income Opportunities Fund ☆ Watch InstitutionalUnlock	MS	Initial Schedule 13G Initial Schedule 13G	— 2.3M held · 5.60%	5.60%	May 12 filed Mar 31 observed · 42d	$10.14 ↗ 16.1% of 52W Oct 9 close	$11.00	$11.12
LB LandBridge Co LLC ☆ Watch InstitutionalUnlock	MS	Exit below reporting threshold Schedule 13G amendment	-969.7K shares -4.20 pts ownership 1.1M held · 4.10%	4.10% -4.20 pts	May 12 filed Mar 31 observed · 42d	$86.25 ↗ 57.7% of 52W Oct 9 close	$69.05	$68.00
LB	MS	Earliest Schedule 13G amendment foundSchedule 13G amendment	2.1M	8.30%	02/06/26 filed01/31/26 observed · 6d lag	$86.2531.3% of range$43.75–$87.60	$57.46	$56.72
TBCH Turtle Beach Corp ☆ Watch InstitutionalUnlock	MS	Initial Schedule 13G Initial Schedule 13G	— 1.2M held · 5.90%	5.90%	May 12 filed Mar 31 observed · 42d	$13.24 ↗ 15.8% of 52W Oct 9 close	$10.14	$11.42
SEVN SEVEN HILLS REALTY TRUST ☆ Watch InstitutionalUnlock	MS	Earliest Schedule 13G amendment found Schedule 13G amendment	— 852.4K held · 3.80%	3.80%	May 12 filed Mar 31 observed · 42d	$6.90 ↗ 3.2% of 52W Oct 9 close	$8.22	$8.23
TRMB TRIMBLE INC ☆ Watch InstitutionalUnlock	MS	Earliest Schedule 13G amendment found Schedule 13G amendment	— 9.6M held · 4.10%	4.10%	May 12 filed Mar 31 observed · 42d	$60.09 ↗ 35.6% of 52W Oct 9 close	$65.23	$56.51
JSPR Jasper Therapeutics, Inc. ☆ Watch InstitutionalUnlock	MS	Exit below reporting threshold Schedule 13G amendment	-636.4K shares -2.20 pts ownership 1.3M held · 4.80%	4.80% -2.20 pts	May 12 filed Mar 31 observed · 42d	$0.57 ↗ 1.1% of 52W Oct 9 close	$0.88	$0.91
JSPR	MS	Initial Schedule 13GInitial Schedule 13G	2.0M	7.00%	02/11/26 filed12/31/25 observed · 42d lag	$0.572.1% of range$1.39–$22.52	$1.83	$1.24
CATX Perspective Therapeutics, Inc. ☆ Watch InstitutionalUnlock	MS	Exit below reporting threshold Schedule 13G amendment	-1.5M shares -3.40 pts ownership 3.0M held · 2.60%	2.60% -3.40 pts	May 12 filed Mar 31 observed · 42d	$2.71 ↗ 56.4% of 52W Oct 8 close	$4.17	$3.77
CATX	MS	Initial Schedule 13GInitial Schedule 13G	4.5M	6.00%	02/12/26 filed12/31/25 observed · 43d lag	$2.7130.3% of range$1.60–$5.39	$2.75	$5.02
XSSPX Nuveen S&P 500 Dynamic Overwrite Fund ☆ Watch InstitutionalUnlock	MS	Initial Schedule 13G Initial Schedule 13G	— 10.8M held · 7.80%	7.80%	May 12 filed Mar 31 observed · 42d	$20.84 ↗ 69.4% of 52W Oct 7 close	$18.36	$20.31
NRP NATURAL RESOURCE PARTNERS LP ☆ Watch InstitutionalUnlock	GS	Earliest Schedule 13G amendment found Schedule 13G amendment	— 616 held · 4.70%	4.70%	May 12 filed Mar 31 observed · 42d	$111.11 ↗ 81.8% of 52W Oct 9 close	$121.00	$108.01
WEX WEX Inc. ☆ Watch InstitutionalUnlock	MS	Earliest Schedule 13G amendment found Schedule 13G amendment	— 2.0M held · 5.80%	5.80%	May 12 filed Mar 31 observed · 42d	$169.96 ↗ 60.6% of 52W Oct 7 close	$153.04	$135.78
IOT Samsara Inc. ☆ Watch InstitutionalUnlock	MS	Earliest Schedule 13G amendment found Schedule 13G amendment	— 5.7M held · 1.50%	1.50%	May 12 filed Mar 31 observed · 42d	$41.22 ↗ 33.2% of 52W Oct 8 close	$31.69	$28.10
FTHY FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND ☆ Watch InstitutionalUnlock	MS	Reported accumulation Schedule 13G amendment	+504.9K shares +1.30 pts ownership 3.3M held · 8.90%	8.90% +1.30 pts	May 12 filed Mar 31 observed · 42d	$12.82 ↗ 32.2% of 52W Oct 9 close	$13.53	$13.46
FTHY	MS	Earliest Schedule 13G amendment foundSchedule 13G amendment	2.8M	7.60%	02/11/26 filed12/31/25 observed · 42d lag	$12.8257.5% of range$12.84–$14.98	$14.07	$14.10
JBGS JBG SMITH Properties ☆ Watch InstitutionalUnlock	MS	Reported accumulation Schedule 13G amendment	+641.3K shares +1.10 pts ownership 3.6M held · 6.10%	6.10% +1.10 pts	May 12 filed Mar 31 observed · 42d	$10.92 ↗ 12.1% of 52W Oct 9 close	$14.61	$14.91
JBGS	MS	Initial Schedule 13GInitial Schedule 13G	3.0M	5.00%	02/11/26 filed12/31/25 observed · 42d lag	$10.9233.8% of range$13.28–$24.30	$17.01	$16.11
WEA WESTERN ASSET PREMIER BOND FUND ☆ Watch InstitutionalUnlock	MS	Earliest Schedule 13G amendment found Schedule 13G amendment	— 2.1M held · 17.80%	17.80%	May 12 filed Mar 31 observed · 42d	$9.79 ↗ 32.8% of 52W Oct 8 close	$10.58	$10.55
GIX GIGCAPITAL9 CORP ☆ Watch InstitutionalUnlock	GS	Initial Schedule 13G Initial Schedule 13G	— 1.5M held · 5.70%	5.70%	May 12 filed Mar 31 observed · 42d	$10.00 ↗ 33.3% of 52W Oct 9 close	$9.83	$9.87
CMS CMS ENERGY CORP ☆ Watch InstitutionalUnlock	JPM	Earliest Schedule 13G amendment found Schedule 13G amendment	— 15.5M held · 12.00%	12.00%	May 12 filed Mar 31 observed · 42d	$65.34 ↗ 88.4% of 52W Oct 8 close	$77.58	$73.31
MTG MGIC INVESTMENT CORP ☆ Watch InstitutionalUnlock	JPM	Earliest Schedule 13G amendment found Schedule 13G amendment	— 11.2M held · 12.00%	12.00%	May 12 filed Mar 31 observed · 42d	$27.43 ↗ 53.7% of 52W Oct 9 close	$26.25	$26.06
DOV DOVER Corp ☆ Watch InstitutionalUnlock	JPM	Earliest Schedule 13G amendment found Schedule 13G amendment	— 13.8M held · 12.00%	12.00%	May 12 filed Mar 31 observed · 42d	$188.96 ↗ 69.2% of 52W Oct 8 close	$208.45	$216.71
FDMT 4D MOLECULAR THERAPEUTICS INC ☆ Watch InstitutionalUnlock	STT	Initial Schedule 13G Initial Schedule 13G	— 2.7M held · 12.00%	12.00%	May 12 filed Mar 31 observed · 42d	$13.33 ↗ 70.0% of 52W Oct 9 close	$9.31	$10.34
AIR AAR CORP ☆ Watch InstitutionalUnlock	STT	Initial Schedule 13G Initial Schedule 13G	— 2.6M held · 12.00%	12.00%	May 12 filed Mar 31 observed · 42d	$101.58 ↗ 82.3% of 52W Oct 8 close	$109.46	$111.51
ADC AGREE REALTY CORP ☆ Watch InstitutionalUnlock	STT	Initial Schedule 13G Initial Schedule 13G	— 6.0M held · 12.00%	12.00%	May 12 filed Mar 31 observed · 42d	$65.82 ↗ 48.9% of 52W Oct 8 close	$75.38	$76.54
AKBA AKEBIA THERAPEUTICS INC ☆ Watch InstitutionalUnlock	STT	Initial Schedule 13G Initial Schedule 13G	-2.1M shares 0.00 pts ownership 11.6M held · 12.00%	12.00% 0.00 pts	May 12 filed Mar 31 observed · 42d	$0.80 ↗ 8.5% of 52W Oct 9 close	$1.39	$1.18
AKBA	STT	Initial Schedule 13GInitial Schedule 13G	13.7M	12.00%	02/09/26 filed12/31/25 observed · 40d lag	$0.806.3% of range$1.45–$4.08	$1.61	$1.50
ALT ALTIMMUNE INC ☆ Watch InstitutionalUnlock	STT	Initial Schedule 13G Initial Schedule 13G	— 7.1M held · 12.00%	12.00%	May 12 filed Mar 31 observed · 42d	$2.60 ↗ 4.3% of 52W Oct 8 close	$3.08	$3.08
AMCR AMCOR PLC ☆ Watch InstitutionalUnlock	STT	Initial Schedule 13G Initial Schedule 13G	— 29.2M held · 12.00%	12.00%	May 12 filed Mar 31 observed · 42d	$41.26 ↗ 13.9% of 52W Oct 7 close	$39.75	$39.22
AMCR	STT	Earlier Form 13F quarter-end holdingForm 13F quarter-end evidence	29.2M		05/15/26 filed03/31/26 observed · 45d lag	$41.26
ABAT AMERICAN BATTERY TECHNOLOGY CO ☆ Watch InstitutionalUnlock	STT	Initial Schedule 13G Initial Schedule 13G	+2.4M shares 0.00 pts ownership 9.9M held · 12.00%	12.00% 0.00 pts	May 12 filed Mar 31 observed · 42d	$2.05 ↗ 18.2% of 52W Oct 8 close	$2.79	$3.25
ABAT	STT	Initial Schedule 13GInitial Schedule 13G	7.5M	12.00%	02/09/26 filed12/31/25 observed · 40d lag	$2.0523.3% of range$0.86–$11.49	$3.34	$4.18
AMP AMERIPRISE FINANCIAL INC ☆ Watch InstitutionalUnlock	STT	Initial Schedule 13G Initial Schedule 13G	— 4.6M held · 12.00%	12.00%	May 12 filed Mar 31 observed · 42d	$499.08 ↗ 31.3% of 52W Oct 8 close	$444.40	$470.12
APLSUSD APELLIS PHARMACEUTICALS INC ☆ Watch InstitutionalUnlock	STT	Initial Schedule 13G Initial Schedule 13G	— 6.8M held · 12.00%	12.00%	May 12 filed Mar 31 observed · 42d	— ↗ close
ARDX ARDELYX INC ☆ Watch InstitutionalUnlock	STT	Initial Schedule 13G Initial Schedule 13G	— 13.6M held · 12.00%	12.00%	May 12 filed Mar 31 observed · 42d	$3.27 ↗ 53.6% of 52W Oct 8 close	$5.99	$6.61
ATRO ASTRONICS CORP ☆ Watch InstitutionalUnlock	STT	Initial Schedule 13G Initial Schedule 13G	+517.6K shares 0.00 pts ownership 2.3M held · 12.00%	12.00% 0.00 pts	May 12 filed Mar 31 observed · 42d	$64.45 ↗ 73.1% of 52W Oct 8 close	$53.26	$62.46
ATRO	STT	Initial Schedule 13GInitial Schedule 13G	1.8M	12.00%	02/09/26 filed12/31/25 observed · 40d lag	$64.4594.0% of range$12.36–$45.27	$43.29	$62.03
BMI BADGER METER INC ☆ Watch InstitutionalUnlock	STT	Initial Schedule 13G Initial Schedule 13G	— 1.5M held · 12.00%	12.00%	May 12 filed Mar 31 observed · 42d	$127.66 ↗ 11.3% of 52W Oct 8 close	$152.35	$115.04
BR BROADRIDGE FINANCIAL SOLUTIONS INC ☆ Watch InstitutionalUnlock	STT	Initial Schedule 13G Initial Schedule 13G	-483.8K shares 0.00 pts ownership 5.5M held · 12.00%	12.00% 0.00 pts	May 12 filed Mar 31 observed · 42d	$165.21 ↗ 4.8% of 52W Oct 8 close	$162.48	$149.53
BR	STT	Initial Schedule 13GInitial Schedule 13G	6.0M	12.00%	02/09/26 filed12/31/25 observed · 40d lag	$165.2118.2% of range$212.33–$271.91	$223.17	$181.05
BXP BXP INC ☆ Watch InstitutionalUnlock	STT	Initial Schedule 13G Initial Schedule 13G	— 9.9M held · 12.00%	12.00%	May 12 filed Mar 31 observed · 42d	$59.32 ↗ 7.4% of 52W Oct 8 close	$51.90	$59.01
CVCO CAVCO INDUSTRIES INC ☆ Watch InstitutionalUnlock	STT	Initial Schedule 13G Initial Schedule 13G	+12.3K shares 0.00 pts ownership 401.9K held · 12.00%	12.00% 0.00 pts	May 12 filed Mar 31 observed · 42d	$548.72 ↗ 28.4% of 52W Oct 8 close	$484.29	$475.87
CVCO	STT	Initial Schedule 13GInitial Schedule 13G	389.6K	12.00%	02/09/26 filed12/31/25 observed · 40d lag	$548.7287.8% of range$393.53–$618.03	$590.74	$554.20
CLDX CELLDEX THERAPEUTICS INC ☆ Watch InstitutionalUnlock	STT	Initial Schedule 13G Initial Schedule 13G	-593.5K shares 0.00 pts ownership 2.8M held · 12.00%	12.00% 0.00 pts	May 12 filed Mar 31 observed · 42d	$29.89 ↗ 86.1% of 52W Oct 9 close	$31.72	$32.00
CLDX	STT	Initial Schedule 13GInitial Schedule 13G	3.4M	12.00%	02/09/26 filed12/31/25 observed · 40d lag	$29.8979.3% of range$14.40–$30.50	$27.16	$24.81
CNX CNX RESOURCES CORP ☆ Watch InstitutionalUnlock	STT	Initial Schedule 13G Initial Schedule 13G	— 7.1M held · 12.00%	12.00%	May 12 filed Mar 31 observed · 42d	$33.83 ↗ 68.2% of 52W Oct 8 close	$38.55	$35.79
CMC COMMERCIAL METALS CO ☆ Watch InstitutionalUnlock	STT	Initial Schedule 13G Initial Schedule 13G	— 7.3M held · 12.00%	12.00%	May 12 filed Mar 31 observed · 42d	$63.10 ↗ 50.1% of 52W Oct 8 close	$61.43	$69.67
CMP COMPASS MINERALS INTERNATIONAL INC ☆ Watch InstitutionalUnlock	STT	Initial Schedule 13G Initial Schedule 13G	+273.2K shares 0.00 pts ownership 2.3M held · 12.00%	12.00% 0.00 pts	May 12 filed Mar 31 observed · 42d	$23.08 ↗ 80.2% of 52W Oct 8 close	$23.35	$29.43
CMP	STT	Initial Schedule 13GInitial Schedule 13G	2.0M	12.00%	02/09/26 filed12/31/25 observed · 40d lag	$23.0878.4% of range$8.60–$22.69	$19.64	$22.47
CNR CORE NATURAL RESOURCES INC ☆ Watch InstitutionalUnlock	STT	Initial Schedule 13G Initial Schedule 13G	— 4.0M held · 12.00%	12.00%	May 12 filed Mar 31 observed · 42d	$88.55 ↗ 82.2% of 52W Oct 8 close	$104.73	$85.89
CVBF CVB FINANCIAL CORP ☆ Watch InstitutionalUnlock	STT	Initial Schedule 13G Initial Schedule 13G	— 8.0M held · 12.00%	12.00%	May 12 filed Mar 31 observed · 42d	$21.75 ↗ 61.8% of 52W Oct 8 close	$19.39	$19.84
DK DELEK US HOLDINGS INC ☆ Watch InstitutionalUnlock	STT	Initial Schedule 13G Initial Schedule 13G	— 3.0M held · 12.00%	12.00%	May 12 filed Mar 31 observed · 42d	$74.51 ↗ 91.3% of 52W Oct 9 close	$45.07	$46.08
EBAY EBAY INC ☆ Watch InstitutionalUnlock	STT	Initial Schedule 13G Initial Schedule 13G	— 22.3M held · 12.00%	12.00%	May 12 filed Mar 31 observed · 42d	$111.98 ↗ 76.1% of 52W Oct 8 close	$91.02	$110.40
EA ELECTRONIC ARTS INC ☆ Watch InstitutionalUnlock	STT	Initial Schedule 13G Initial Schedule 13G	— 14.2M held · 12.00%	12.00%	May 12 filed Mar 31 observed · 42d	— ↗ 98.6% of 52W close	$203.87	$200.19
ELME ELME COMMUNITIES ☆ Watch InstitutionalUnlock	STT	Initial Schedule 13G Initial Schedule 13G	— 110.3K held · 12.00%	12.00%	May 12 filed Mar 31 observed · 42d	$1.75 ↗ 0.2% of 52W Oct 8 close	$2.01	$2.02
ENR ENERGIZER HOLDINGS INC ☆ Watch InstitutionalUnlock	STT	Initial Schedule 13G Initial Schedule 13G	— 3.8M held · 12.00%	12.00%	May 12 filed Mar 31 observed · 42d	$21.44 ↗ 2.9% of 52W Oct 8 close	$16.42	$17.69
FBNC FIRST BANCORP/SOUTHERN PINES NC ☆ Watch InstitutionalUnlock	STT	Initial Schedule 13G Initial Schedule 13G	— 2.1M held · 12.00%	12.00%	May 12 filed Mar 31 observed · 42d	$59.17 ↗ 77.6% of 52W Oct 9 close	$56.35	$58.77
FFBC FIRST FINANCIAL BANCORP ☆ Watch InstitutionalUnlock	STT	Initial Schedule 13G Initial Schedule 13G	— 5.5M held · 12.00%	12.00%	May 12 filed Mar 31 observed · 42d	$30.90 ↗ 66.0% of 52W Oct 9 close	$27.88	$29.92
FHB FIRST HAWAIIAN INC ☆ Watch InstitutionalUnlock	STT	Initial Schedule 13G Initial Schedule 13G	+410.1K shares 0.00 pts ownership 6.5M held · 12.00%	12.00% 0.00 pts	May 12 filed Mar 31 observed · 42d	$24.69 ↗ 53.8% of 52W Oct 9 close	$24.64	$26.42
FHB	STT	Initial Schedule 13GInitial Schedule 13G	6.1M	12.00%	02/09/26 filed12/31/25 observed · 40d lag	$24.6962.6% of range$20.32–$28.28	$25.30	$27.20
HAFC HANMI FINANCIAL CORP ☆ Watch InstitutionalUnlock	STT	Initial Schedule 13G Initial Schedule 13G	— 1.5M held · 12.00%	12.00%	May 12 filed Mar 31 observed · 42d	$30.78 ↗ 64.9% of 52W Oct 9 close	$26.36	$29.38
HXL HEXCEL CORP ☆ Watch InstitutionalUnlock	STT	Initial Schedule 13G Initial Schedule 13G	— 4.8M held · 12.00%	12.00%	May 12 filed Mar 31 observed · 42d	$84.96 ↗ 71.4% of 52W Oct 9 close	$80.93	$92.45
IDR IDAHO STRATEGIC RESOURCES INC ☆ Watch InstitutionalUnlock	STT	Initial Schedule 13G Initial Schedule 13G	+264.4K shares 0.00 pts ownership 1.2M held · 12.00%	12.00% 0.00 pts	May 12 filed Mar 31 observed · 42d	$23.79 ↗ 46.9% of 52W Oct 9 close	$32.12	$51.50
IDR	STT	Initial Schedule 13GInitial Schedule 13G	890.4K	12.00%	02/09/26 filed12/31/25 observed · 40d lag	$23.7967.7% of range$10.06–$54.70	$40.30	$40.13
INDB INDEPENDENT BANK CORP ☆ Watch InstitutionalUnlock	STT	Initial Schedule 13G Initial Schedule 13G	+43.7K shares 0.00 pts ownership 2.5M held · 12.00%	12.00% 0.00 pts	May 12 filed Mar 31 observed · 42d	$77.02 ↗ 66.2% of 52W Oct 9 close	$75.21	$76.92
INDB	STT	Initial Schedule 13GInitial Schedule 13G	2.5M	12.00%	02/09/26 filed12/31/25 observed · 40d lag	$77.0280.4% of range$52.15–$78.17	$73.08	$85.18
IE IVANHOE ELECTRIC INC / US ☆ Watch InstitutionalUnlock	STT	Initial Schedule 13G Initial Schedule 13G	— 9.3M held · 12.00%	12.00%	May 12 filed Mar 31 observed · 42d	$10.19 ↗ 42.9% of 52W Oct 9 close	$11.82	$14.61
JANX JANUX THERAPEUTICS INC ☆ Watch InstitutionalUnlock	STT	Initial Schedule 13G Initial Schedule 13G	-1.4M shares 0.00 pts ownership 2.5M held · 12.00%	12.00% 0.00 pts	May 12 filed Mar 31 observed · 42d	$18.50 ↗ 7.7% of 52W Oct 8 close	$13.90	$14.41
JANX	STT	Initial Schedule 13GInitial Schedule 13G	3.9M	12.00%	02/09/26 filed12/31/25 observed · 40d lag	$18.500.4% of range$13.62–$61.59	$13.80	$13.27
WLY JOHN WILEY & SONS INC ☆ Watch InstitutionalUnlock	STT	Initial Schedule 13G Initial Schedule 13G	— 2.2M held · 12.00%	12.00%	May 12 filed Mar 31 observed · 42d	$49.64 ↗ 56.3% of 52W Oct 9 close	$38.10	$40.05
KALU KAISER ALUMINUM CORP ☆ Watch InstitutionalUnlock	STT	Initial Schedule 13G Initial Schedule 13G	— 1.3M held · 12.00%	12.00%	May 12 filed Mar 31 observed · 42d	$151.51 ↗ 71.4% of 52W Oct 9 close	$120.51	$176.36
KRC KILROY REALTY CORP ☆ Watch InstitutionalUnlock	STT	Initial Schedule 13G Initial Schedule 13G	— 6.3M held · 12.00%	12.00%	May 12 filed Mar 31 observed · 42d	$34.19 ↗ 6.3% of 52W Oct 8 close	$28.21	$34.73
KMB KIMBERLY-CLARK CORP ☆ Watch InstitutionalUnlock	STT	Initial Schedule 13G Initial Schedule 13G	— 21.7M held · 12.00%	12.00%	May 12 filed Mar 31 observed · 42d	$97.59 ↗ 3.7% of 52W Oct 9 close	$96.47	$97.34
KR KROGER CO/THE ☆ Watch InstitutionalUnlock	STT	Initial Schedule 13G Initial Schedule 13G	-1.5M shares 0.00 pts ownership 30.5M held · 12.00%	12.00% 0.00 pts	May 12 filed Mar 31 observed · 42d	$61.41 ↗ 76.5% of 52W Oct 8 close	$72.36	$64.62
KR	STT	Initial Schedule 13GInitial Schedule 13G	32.0M	12.00%	02/09/26 filed12/31/25 observed · 40d lag	$61.4126.0% of range$58.12–$74.90	$62.48	$70.10
LKFN LAKELAND FINANCIAL CORP ☆ Watch InstitutionalUnlock	STT	Initial Schedule 13G Initial Schedule 13G	+104.7K shares 0.00 pts ownership 1.4M held · 12.00%	12.00% 0.00 pts	May 12 filed Mar 31 observed · 42d	$56.84 ↗ 38.0% of 52W Oct 9 close	$57.38	$59.79
LKFN	STT	Initial Schedule 13GInitial Schedule 13G	1.3M	12.00%	02/09/26 filed12/31/25 observed · 40d lag	$56.8432.4% of range$50.00–$71.77	$57.06	$62.40
MGY MAGNOLIA OIL & GAS CORP ☆ Watch InstitutionalUnlock	STT	Initial Schedule 13G Initial Schedule 13G	— 9.5M held · 12.00%	12.00%	May 12 filed Mar 31 observed · 42d	$24.48 ↗ 91.3% of 52W Oct 8 close	$31.57	$28.64

PODD Earliest Schedule 13G amendment found

Insulet Corp.

Capital Research Global Investors

Schedule 13G amendment

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Institutional score May 14, 2026 filed

Reported shares 70.4M

Ownership 12.00%

Latest stored close $135.28 10/09/26 View live quote ↗

52-week position 3.2% $205.11–$354.88

More filing data

Observation price$209.84

Filing price$148.68

Observed date03/31/26

Disclosure lag44 days

MGNI Reported accumulation

Magnite, Inc.

Capital Research Global Investors

Schedule 13G amendment

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Institutional score May 14, 2026 filed

Reported shares 144.4M +716.5K

Ownership 12.00% 0.00 pts

Latest stored close $25.40 10/09/26 View live quote ↗

52-week position 19.9% $8.22–$26.65

More filing data

Observation price$11.88

Filing price$12.42

Observed date03/31/26

Disclosure lag44 days

Earlier filings (1 shown of 1)

Initial Schedule 13G 02/12/26 filed

Initial Schedule 13G · 143.6M shares · 12.00% · filing $11.20 · 52-week $8.22–$26.65 · range 43.5%

MELI Initial Schedule 13G

MercadoLibre, Inc.

Capital Research Global Investors

Initial Schedule 13G

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Institutional score May 14, 2026 filed

Reported shares 50.7M

Ownership 12.00%

Latest stored close $1,889.85 10/09/26 View live quote ↗

52-week position 12.9% $1,593.21–$2,645.22

More filing data

Observation price$1,729.02

Filing price$1,607.37

Observed date03/31/26

Disclosure lag44 days

NVR Initial Schedule 13G

NVR, Inc.

Capital Research Global Investors

Initial Schedule 13G

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Institutional score May 14, 2026 filed

Reported shares 2.8M

Ownership 12.00%

Latest stored close $5,899.16 10/09/26 View live quote ↗

52-week position 12.5% $6,301.03–$8,618.28

More filing data

Observation price$6,589.83

Filing price$5,680.61

Observed date03/31/26

Disclosure lag44 days

QTWO Reported reduction

Q2 Holdings, Inc.

Capital Research Global Investors

Schedule 13G amendment

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Institutional score May 14, 2026 filed

Reported shares 62.4M -125.6K

Ownership 12.00% 0.00 pts

Latest stored close $58.60 10/09/26 View live quote ↗

52-week position 5.1% $44.65–$96.68

More filing data

Observation price$47.30

Filing price$45.08

Observed date03/31/26

Disclosure lag44 days

Earlier filings (1 shown of 1)

Initial Schedule 13G 02/12/26 filed

Initial Schedule 13G · 62.5M shares · 12.00% · filing $52.45 · 52-week $58.57–$103.71 · range 30.1%

RTX Earliest Schedule 13G amendment found

RTX Corp.

Capital Research Global Investors

Schedule 13G amendment

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Institutional score May 14, 2026 filed

Reported shares 1.3B

Ownership 12.00%

Latest stored close $185.97 10/09/26 View live quote ↗

52-week position 78.9% $112.27–$214.50

More filing data

Observation price$192.90

Filing price$175.68

Observed date03/31/26

Disclosure lag44 days

SLM Reported reduction

SLM Corp.

Capital Research Global Investors

Schedule 13G amendment

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Institutional score May 14, 2026 filed

Reported shares 188.6M -14.5M

Ownership 12.00% 0.00 pts

Latest stored close $22.52 10/09/26 View live quote ↗

52-week position 21.2% $17.77–$34.97

More filing data

Observation price$21.41

Filing price$21.59

Observed date03/31/26

Disclosure lag44 days

Earlier filings (1 shown of 1)

Initial Schedule 13G 02/12/26 filed

Initial Schedule 13G · 203.0M shares · 12.00% · filing $24.76 · 52-week $23.81–$34.97 · range 29.1%

VRTX Reported accumulation

Vertex Pharmaceuticals Inc.

Capital Research Global Investors

Schedule 13G amendment

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Institutional score May 14, 2026 filed

Reported shares 254.0M +315.4K

Ownership 12.00% 0.00 pts

Latest stored close $505.64 10/07/26 View live quote ↗

52-week position 56.7% $362.50–$510.77

More filing data

Observation price$446.54

Filing price$450.41

Observed date03/31/26

Disclosure lag44 days

Earlier filings (1 shown of 1)

Earliest Schedule 13G amendment found 02/12/26 filed

Schedule 13G amendment · 253.7M shares · 12.00% · filing $465.02 · 52-week $362.50–$519.68 · range 57.8%

APD Earliest Schedule 13G amendment found

Air Products and Chemicals, Inc.

Capital Research Global Investors

Schedule 13G amendment

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Institutional score May 14, 2026 filed

Reported shares 222.7M

Ownership 12.00%

Latest stored close $278.38 10/08/26 View live quote ↗

52-week position 85.3% $229.11–$301.11

More filing data

Observation price$290.49

Filing price$299.87

Observed date03/31/26

Disclosure lag44 days

AUR Initial Schedule 13G

Aurora Innovation, Inc.

Capital Research Global Investors

Initial Schedule 13G

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Institutional score May 14, 2026 filed

Reported shares 1.6B

Ownership 12.00%

Latest stored close $5.73 10/08/26 View live quote ↗

52-week position 11.2% $3.60–$8.25

More filing data

Observation price$4.12

Filing price$8.18

Observed date03/31/26

Disclosure lag44 days

CBZ Earliest Schedule 13G amendment found

CBIZ, Inc.

Capital Research Global Investors

Schedule 13G amendment

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Institutional score May 14, 2026 filed

Reported shares 50.1M

Ownership 12.00%

Latest stored close $54.80 10/08/26 View live quote ↗

52-week position 4.5% $24.29–$80.65

More filing data

Observation price$26.85

Filing price$28.44

Observed date03/31/26

Disclosure lag44 days

CE Reported accumulation

Celanese Corp.

Capital Research Global Investors

Schedule 13G amendment

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Institutional score May 14, 2026 filed

Reported shares 111.9M +2.4M

Ownership 12.00% 0.00 pts

Latest stored close $44.81 10/08/26 View live quote ↗

52-week position 93.7% $35.13–$67.82

More filing data

Observation price$65.77

Filing price$57.33

Observed date03/31/26

Disclosure lag44 days

Earlier filings (1 shown of 1)

Initial Schedule 13G 02/12/26 filed

Initial Schedule 13G · 109.5M shares · 12.00% · filing $58.82 · 52-week $35.13–$75.84 · range 17.6%

EXE Reported accumulation

Expand Energy Corporation

Capital Research Global Investors

Schedule 13G amendment

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Institutional score May 14, 2026 filed

Reported shares 240.4M +2.2M

Ownership 12.00% 0.00 pts

Latest stored close $88.22 10/09/26 View live quote ↗

52-week position 52.7% $91.02–$126.62

More filing data

Observation price$109.78

Filing price$96.70

Observed date03/31/26

Disclosure lag44 days

Earlier filings (1 shown of 1)

Earliest Schedule 13G amendment found 02/12/26 filed

Schedule 13G amendment · 238.2M shares · 12.00% · filing $103.44 · 52-week $91.02–$126.62 · range 54.3%

DOMO Earliest Schedule 13G amendment found

Domo, Inc.

Capital Research Global Investors

Schedule 13G amendment

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Institutional score May 14, 2026 filed

Reported shares 38.5M

Ownership 12.00%

Latest stored close $3.09 10/08/26 View live quote ↗

52-week position 1.0% $2.91–$18.49

More filing data

Observation price$3.06

Filing price$3.43

Observed date03/31/26

Disclosure lag44 days

IP Earliest Schedule 13G amendment found

International Paper Co.

Capital Research Global Investors

Schedule 13G amendment

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Institutional score May 14, 2026 filed

Reported shares 529.5M

Ownership 14.80%

Latest stored close $31.88 10/08/26 View live quote ↗

52-week position 9.4% $33.57–$56.13

More filing data

Observation price$35.70

Filing price$31.60

Observed date03/31/26

Disclosure lag44 days

MTRN Earliest Schedule 13G amendment found

Materion Corp.

Capital Research Global Investors

Schedule 13G amendment

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Institutional score May 14, 2026 filed

Reported shares 20.8M

Ownership 12.00%

Latest stored close $280.45 10/09/26 View live quote ↗

52-week position 73.4% $69.10–$172.03

More filing data

Observation price$144.65

Filing price$211.09

Observed date03/31/26

Disclosure lag44 days

MDLZ Initial Schedule 13G

Mondelez International, Inc.

Capital Research Global Investors

Initial Schedule 13G

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Institutional score May 14, 2026 filed

Reported shares 1.3B

Ownership 12.00%

Latest stored close $60.67 10/08/26 View live quote ↗

52-week position 32.3% $51.20–$71.15

More filing data

Observation price$57.64

Filing price$60.97

Observed date03/31/26

Disclosure lag44 days

PAR Earliest Schedule 13G amendment found

PAR Technology Corp.

Capital Research Global Investors

Schedule 13G amendment

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Institutional score May 14, 2026 filed

Reported shares 43.0M

Ownership 12.00%

Latest stored close $15.51 10/09/26 View live quote ↗

52-week position 1.5% $12.42–$72.15

More filing data

Observation price$13.33

Filing price$14.55

Observed date03/31/26

Disclosure lag44 days

PM Initial Schedule 13G

Philip Morris International Inc.

Capital Research Global Investors

Initial Schedule 13G

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Institutional score May 14, 2026 filed

Reported shares 1.6B

Ownership 12.00%

Latest stored close $201.19 10/09/26 View live quote ↗

52-week position 47.2% $142.11–$191.30

More filing data

Observation price$165.34

Filing price$191.86

Observed date03/31/26

Disclosure lag44 days

PNW Reported accumulation

Pinnacle West Capital Corp.

Capital Research Global Investors

Schedule 13G amendment

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Institutional score May 14, 2026 filed

Reported shares 120.9M +1.2M

Ownership 13.60% +1.60 pts

Latest stored close $98.92 10/09/26 View live quote ↗

52-week position 82.7% $85.32–$103.97

More filing data

Observation price$100.75

Filing price$99.77

Observed date03/31/26

Disclosure lag44 days

Earlier filings (1 shown of 1)

Earliest Schedule 13G amendment found 02/12/26 filed

Schedule 13G amendment · 119.7M shares · 12.00% · filing $97.32 · 52-week $81.47–$96.50 · range 48.1%

SBUX Earliest Schedule 13G amendment found

Starbucks Corp.

Capital Research Global Investors

Schedule 13G amendment

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Institutional score May 14, 2026 filed

Reported shares 1.1B

Ownership 12.00%

Latest stored close $90.75 10/09/26 View live quote ↗

52-week position 48.1% $75.50–$104.82

More filing data

Observation price$89.59

Filing price$106.40

Observed date03/31/26

Disclosure lag44 days

TDG Initial Schedule 13G

TransDigm Group Inc.

Capital Research Global Investors

Initial Schedule 13G

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Institutional score May 14, 2026 filed

Reported shares 56.5M

Ownership 12.00%

Latest stored close $1,107.99 10/09/26 View live quote ↗

52-week position 6.5% $1,126.70–$1,623.83

More filing data

Observation price$1,158.96

Filing price$1,178.82

Observed date03/31/26

Disclosure lag44 days

UDR Initial Schedule 13G

UDR, Inc.

Capital Research Global Investors

Initial Schedule 13G

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Institutional score May 14, 2026 filed

Reported shares 328.6M

Ownership 12.00%

Latest stored close $34.12 10/09/26 View live quote ↗

52-week position 6.7% $32.94–$45.56

More filing data

Observation price$33.78

Filing price$37.34

Observed date03/31/26

Disclosure lag44 days

VSEC Earliest Schedule 13G amendment found

VSE Corp.

Capital Research Global Investors

Schedule 13G amendment

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Institutional score May 14, 2026 filed

Reported shares 28.1M

Ownership 12.00%

Latest stored close $173.63 10/09/26 View live quote ↗

52-week position 64.0% $100.53–$231.60

More filing data

Observation price$184.40

Filing price$179.10

Observed date03/31/26

Disclosure lag44 days

WSO Initial Schedule 13G

Watsco, Inc.

Capital Research Global Investors

Initial Schedule 13G

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Institutional score May 14, 2026 filed

Reported shares 34.9M

Ownership 12.00%

Latest stored close $279.90 10/09/26 View live quote ↗

52-week position 20.6% $323.05–$521.09

More filing data

Observation price$363.79

Filing price$416.08

Observed date03/31/26

Disclosure lag44 days

Earlier filings (1 shown of 1)

Earlier Form 13F quarter-end holding 05/13/26 filed

Form 13F quarter-end evidence · 1.9M shares · · filing

CHPG Initial Schedule 13G

CHAMPIONSGATE ACQUISITION CORPORATION

Goldman Sachs Group

Initial Schedule 13G

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Institutional score May 13, 2026 filed

Reported shares 663.7K

Ownership 7.70%

Latest stored close $10.50 10/08/26 View live quote ↗

52-week position 86.3% $9.81–$10.32

More filing data

Observation price$10.25

Filing price$10.33

Observed date03/31/26

Disclosure lag43 days

WPAC/U Initial Schedule 13G

WHITE PEARL ACQUISITION CORP.

Goldman Sachs Group

Initial Schedule 13G

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Institutional score May 13, 2026 filed

Reported shares 696.1K

Ownership 5.90%

Latest stored close View live quote ↗

52-week position —

More filing data

Observation price

Filing price

Observed date03/31/26

Disclosure lag43 days

WLAC Earliest Schedule 13G amendment found

WILLOW LANE ACQUISITION CORP.

Goldman Sachs Group

Schedule 13G amendment

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Institutional score May 13, 2026 filed

Reported shares 431.5K

Ownership 3.40%

Latest stored close View live quote ↗

52-week position 12.4% $10.01–$15.19

More filing data

Observation price$10.65

Filing price$18.83

Observed date03/31/26

Disclosure lag43 days

FLOC Earliest Schedule 13G amendment found

Flowco Holdings Inc.

JPMorgan Chase / Asset Management

Schedule 13G amendment

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Institutional score May 13, 2026 filed

Reported shares 1.6M

Ownership 12.00%

Latest stored close $19.09 10/07/26 View live quote ↗

52-week position 56.7% $14.03–$25.61

More filing data

Observation price$20.60

Filing price$26.53

Observed date03/31/26

Disclosure lag43 days

ITT Earliest Schedule 13G amendment found

ITT INC.

JPMorgan Chase / Asset Management

Schedule 13G amendment

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Institutional score May 13, 2026 filed

Reported shares 4.2M

Ownership 12.00%

Latest stored close $201.37 10/09/26 View live quote ↗

52-week position 81.6% $105.64–$209.70

More filing data

Observation price$190.53

Filing price$203.39

Observed date03/31/26

Disclosure lag43 days

KTB Earliest Schedule 13G amendment found

Kontoor Brands, Inc.

JPMorgan Chase / Asset Management

Schedule 13G amendment

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Institutional score May 13, 2026 filed

Reported shares 2.6M

Ownership 12.00%

Latest stored close $65.62 10/09/26 View live quote ↗

52-week position 54.8% $50.00–$87.00

More filing data

Observation price$70.29

Filing price$65.23

Observed date03/31/26

Disclosure lag43 days

UTZ Reported reduction

Utz Brands, Inc.

JPMorgan Chase / Asset Management

Schedule 13G amendment

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Institutional score May 13, 2026 filed

Reported shares 4.1M -1.2M

Ownership 12.00% 0.00 pts

Latest stored close $14.29 10/07/26 View live quote ↗

52-week position 10.7% $7.12–$14.67

More filing data

Observation price$7.92

Filing price$6.95

Observed date03/31/26

Disclosure lag43 days

Earlier filings (1 shown of 1)

Earliest Schedule 13G amendment found 01/23/26 filed

Schedule 13G amendment · 5.3M shares · 12.00% · filing $10.42 · 52-week $9.20–$15.79 · range 18.0%

VMC Earliest Schedule 13G amendment found

Vulcan Materials CO

JPMorgan Chase / Asset Management

Schedule 13G amendment

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Institutional score May 13, 2026 filed

Reported shares 5.7M

Ownership 12.00%

Latest stored close $244.58 10/09/26 View live quote ↗

52-week position 47.6% $218.87–$331.09

More filing data

Observation price$272.30

Filing price$274.54

Observed date03/31/26

Disclosure lag43 days

LEVI Initial Schedule 13G

LEVI STRAUSS & CO

JPMorgan Chase / Asset Management

Initial Schedule 13G

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Institutional score May 13, 2026 filed

Reported shares 7.0M

Ownership 12.00%

Latest stored close $18.70 10/09/26 View live quote ↗

52-week position 50.0% $12.17–$24.82

More filing data

Observation price$18.49

Filing price$21.37

Observed date03/31/26

Disclosure lag43 days

MIDD Initial Schedule 13G

MIDDLEBY Corp

JPMorgan Chase / Asset Management

Initial Schedule 13G

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Institutional score May 13, 2026 filed

Reported shares 2.4M

Ownership 12.00%

Latest stored close $105.95 10/09/26 View live quote ↗

52-week position 37.1% $89.16–$136.32

More filing data

Observation price$106.66

Filing price$118.62

Observed date03/31/26

Disclosure lag43 days

NEE Initial Schedule 13G

NEXTERA ENERGY INC

JPMorgan Chase / Asset Management

Initial Schedule 13G

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Institutional score May 13, 2026 filed

Reported shares 109.2M

Ownership 12.00%

Latest stored close $77.37 10/08/26 View live quote ↗

52-week position 91.1% $61.72–$95.91

More filing data

Observation price$92.88

Filing price$94.85

Observed date03/31/26

Disclosure lag43 days

LKQ Earliest Schedule 13G amendment found

LKQ CORP

Morgan Stanley

Schedule 13G amendment

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Institutional score May 12, 2026 filed

Reported shares 8.8M

Ownership 3.50%

Latest stored close $21.84 10/09/26 View live quote ↗

52-week position 10.9% $27.64–$43.47

More filing data

Observation price$29.37

Filing price$26.85

Observed date03/31/26

Disclosure lag42 days

JRS Initial Schedule 13G

NUVEEN REAL ESTATE INCOME FUND

Morgan Stanley

Initial Schedule 13G

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Institutional score May 12, 2026 filed

Reported shares 1.5M

Ownership 5.20%

Latest stored close $7.29 10/09/26 View live quote ↗

52-week position 49.5% $6.56–$8.38

More filing data

Observation price$7.46

Filing price$8.26

Observed date03/31/26

Disclosure lag42 days

VERX Initial Schedule 13G

Vertex, Inc.

Morgan Stanley

Initial Schedule 13G

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Institutional score May 12, 2026 filed

Reported shares 4.1M

Ownership 5.30%

Latest stored close $12.95 10/09/26 View live quote ↗

52-week position 2.1% $11.25–$42.44

More filing data

Observation price$11.89

Filing price$13.53

Observed date03/31/26

Disclosure lag42 days

FUN Reported reduction

Six Flags Entertainment Corporation/NEW

Morgan Stanley

Schedule 13G amendment

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Institutional score May 12, 2026 filed

Reported shares 5.5M -3.7M

Ownership 5.40% -3.70 pts

Latest stored close $11.41 10/09/26 View live quote ↗

52-week position 20.2% $12.51–$38.47

More filing data

Observation price$17.75

Filing price$18.90

Observed date03/31/26

Disclosure lag42 days

Earlier filings (1 shown of 1)

Earliest Schedule 13G amendment found 02/12/26 filed

Schedule 13G amendment · 9.2M shares · 9.10% · filing $16.53 · 52-week $12.51–$49.77 · range 7.6%

KIO Initial Schedule 13G

KKR Income Opportunities Fund

Morgan Stanley

Initial Schedule 13G

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Institutional score May 12, 2026 filed

Reported shares 2.3M

Ownership 5.60%

Latest stored close $10.14 10/09/26 View live quote ↗

52-week position 16.1% $10.65–$12.83

More filing data

Observation price$11.00

Filing price$11.12

Observed date03/31/26

Disclosure lag42 days

LB Exit below reporting threshold

LandBridge Co LLC

Morgan Stanley

Schedule 13G amendment

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Institutional score May 12, 2026 filed

Reported shares 1.1M -969.7K

Ownership 4.10% -4.20 pts

Latest stored close $86.25 10/09/26 View live quote ↗

52-week position 57.7% $43.75–$87.60

More filing data

Observation price$69.05

Filing price$68.00

Observed date03/31/26

Disclosure lag42 days

Earlier filings (1 shown of 1)

Earliest Schedule 13G amendment found 02/06/26 filed

Schedule 13G amendment · 2.1M shares · 8.30% · filing $56.72 · 52-week $43.75–$87.60 · range 31.3%

TBCH Initial Schedule 13G

Turtle Beach Corp

Morgan Stanley

Initial Schedule 13G

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Institutional score May 12, 2026 filed

Reported shares 1.2M

Ownership 5.90%

Latest stored close $13.24 10/09/26 View live quote ↗

52-week position 15.8% $8.78–$17.39

More filing data

Observation price$10.14

Filing price$11.42

Observed date03/31/26

Disclosure lag42 days

SEVN Earliest Schedule 13G amendment found

SEVEN HILLS REALTY TRUST

Morgan Stanley

Schedule 13G amendment

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Institutional score May 12, 2026 filed

Reported shares 852.4K

Ownership 3.80%

Latest stored close $6.90 10/09/26 View live quote ↗

52-week position 3.2% $8.06–$13.02

More filing data

Observation price$8.22

Filing price$8.23

Observed date03/31/26

Disclosure lag42 days

TRMB Earliest Schedule 13G amendment found

TRIMBLE INC

Morgan Stanley

Schedule 13G amendment

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Institutional score May 12, 2026 filed

Reported shares 9.6M

Ownership 4.10%

Latest stored close $60.09 10/09/26 View live quote ↗

52-week position 35.6% $52.91–$87.50

More filing data

Observation price$65.23

Filing price$56.51

Observed date03/31/26

Disclosure lag42 days

JSPR Exit below reporting threshold

Jasper Therapeutics, Inc.

Morgan Stanley

Schedule 13G amendment

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Institutional score May 12, 2026 filed

Reported shares 1.3M -636.4K

Ownership 4.80% -2.20 pts

Latest stored close $0.57 10/09/26 View live quote ↗

52-week position 1.1% $0.81–$7.19

More filing data

Observation price$0.88

Filing price$0.91

Observed date03/31/26

Disclosure lag42 days

Earlier filings (1 shown of 1)

Initial Schedule 13G 02/11/26 filed

Initial Schedule 13G · 2.0M shares · 7.00% · filing $1.24 · 52-week $1.39–$22.52 · range 2.1%

CATX Exit below reporting threshold

Perspective Therapeutics, Inc.

Morgan Stanley

Schedule 13G amendment

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Institutional score May 12, 2026 filed

Reported shares 3.0M -1.5M

Ownership 2.60% -3.40 pts

Latest stored close $2.71 10/08/26 View live quote ↗

52-week position 56.4% $1.60–$6.16

More filing data

Observation price$4.17

Filing price$3.77

Observed date03/31/26

Disclosure lag42 days

Earlier filings (1 shown of 1)

Initial Schedule 13G 02/12/26 filed

Initial Schedule 13G · 4.5M shares · 6.00% · filing $5.02 · 52-week $1.60–$5.39 · range 30.3%

XSSPX Initial Schedule 13G

Nuveen S&P 500 Dynamic Overwrite Fund

Morgan Stanley

Initial Schedule 13G

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Institutional score May 12, 2026 filed

Reported shares 10.8M

Ownership 7.80%

Latest stored close $20.84 10/07/26 View live quote ↗

52-week position 69.4% $15.46–$19.64

More filing data

Observation price$18.36

Filing price$20.31

Observed date03/31/26

Disclosure lag42 days

NRP Earliest Schedule 13G amendment found

NATURAL RESOURCE PARTNERS LP

Goldman Sachs Group

Schedule 13G amendment

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Institutional score May 12, 2026 filed

Reported shares 616

Ownership 4.70%

Latest stored close $111.11 10/09/26 View live quote ↗

52-week position 81.8% $86.83–$128.60

More filing data

Observation price$121.00

Filing price$108.01

Observed date03/31/26

Disclosure lag42 days

WEX Earliest Schedule 13G amendment found

WEX Inc.

Morgan Stanley

Schedule 13G amendment

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Institutional score May 12, 2026 filed

Reported shares 2.0M

Ownership 5.80%

Latest stored close $169.96 10/07/26 View live quote ↗

52-week position 60.6% $110.45–$180.71

More filing data

Observation price$153.04

Filing price$135.78

Observed date03/31/26

Disclosure lag42 days

IOT Earliest Schedule 13G amendment found

Samsara Inc.

Morgan Stanley

Schedule 13G amendment

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Institutional score May 12, 2026 filed

Reported shares 5.7M

Ownership 1.50%

Latest stored close $41.22 10/08/26 View live quote ↗

52-week position 33.2% $23.38–$48.40

More filing data

Observation price$31.69

Filing price$28.10

Observed date03/31/26

Disclosure lag42 days

FTHY Reported accumulation

FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND

Morgan Stanley

Schedule 13G amendment

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Institutional score May 12, 2026 filed

Reported shares 3.3M +504.9K

Ownership 8.90% +1.30 pts

Latest stored close $12.82 10/09/26 View live quote ↗

52-week position 32.2% $12.84–$14.98

More filing data

Observation price$13.53

Filing price$13.46

Observed date03/31/26

Disclosure lag42 days

Earlier filings (1 shown of 1)

Earliest Schedule 13G amendment found 02/11/26 filed

Schedule 13G amendment · 2.8M shares · 7.60% · filing $14.10 · 52-week $12.84–$14.98 · range 57.5%

JBGS Reported accumulation

JBG SMITH Properties

Morgan Stanley

Schedule 13G amendment

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Institutional score May 12, 2026 filed

Reported shares 3.6M +641.3K

Ownership 6.10% +1.10 pts

Latest stored close $10.92 10/09/26 View live quote ↗

52-week position 12.1% $13.28–$24.30

More filing data

Observation price$14.61

Filing price$14.91

Observed date03/31/26

Disclosure lag42 days

Earlier filings (1 shown of 1)

Initial Schedule 13G 02/11/26 filed

Initial Schedule 13G · 3.0M shares · 5.00% · filing $16.11 · 52-week $13.28–$24.30 · range 33.8%

WEA Earliest Schedule 13G amendment found

WESTERN ASSET PREMIER BOND FUND

Morgan Stanley

Schedule 13G amendment

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Institutional score May 12, 2026 filed

Reported shares 2.1M

Ownership 17.80%

Latest stored close $9.79 10/08/26 View live quote ↗

52-week position 32.8% $10.16–$11.44

More filing data

Observation price$10.58

Filing price$10.55

Observed date03/31/26

Disclosure lag42 days

GIX Initial Schedule 13G

GIGCAPITAL9 CORP

Goldman Sachs Group

Initial Schedule 13G

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Institutional score May 12, 2026 filed

Reported shares 1.5M

Ownership 5.70%

Latest stored close $10.00 10/09/26 View live quote ↗

52-week position 33.3% $9.80–$9.89

More filing data

Observation price$9.83

Filing price$9.87

Observed date03/31/26

Disclosure lag42 days

CMS Earliest Schedule 13G amendment found

CMS ENERGY CORP

JPMorgan Chase / Asset Management

Schedule 13G amendment

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Institutional score May 12, 2026 filed

Reported shares 15.5M

Ownership 12.00%

Latest stored close $65.34 10/08/26 View live quote ↗

52-week position 88.4% $67.71–$78.88

More filing data

Observation price$77.58

Filing price$73.31

Observed date03/31/26

Disclosure lag42 days

MTG Earliest Schedule 13G amendment found

MGIC INVESTMENT CORP

JPMorgan Chase / Asset Management

Schedule 13G amendment

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Institutional score May 12, 2026 filed

Reported shares 11.2M

Ownership 12.00%

Latest stored close $27.43 10/09/26 View live quote ↗

52-week position 53.7% $21.94–$29.97

More filing data

Observation price$26.25

Filing price$26.06

Observed date03/31/26

Disclosure lag42 days

DOV Earliest Schedule 13G amendment found

DOVER Corp

JPMorgan Chase / Asset Management

Schedule 13G amendment

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Institutional score May 12, 2026 filed

Reported shares 13.8M

Ownership 12.00%

Latest stored close $188.96 10/08/26 View live quote ↗

52-week position 69.2% $143.04–$237.54

More filing data

Observation price$208.45

Filing price$216.71

Observed date03/31/26

Disclosure lag42 days

FDMT Initial Schedule 13G

4D MOLECULAR THERAPEUTICS INC

State Street

Initial Schedule 13G

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Institutional score May 12, 2026 filed

Reported shares 2.7M

Ownership 12.00%

Latest stored close $13.33 10/09/26 View live quote ↗

52-week position 70.0% $2.24–$12.34

More filing data

Observation price$9.31

Filing price$10.34

Observed date03/31/26

Disclosure lag42 days

AIR Initial Schedule 13G

AAR CORP

State Street

Initial Schedule 13G

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Institutional score May 12, 2026 filed

Reported shares 2.6M

Ownership 12.00%

Latest stored close $101.58 10/08/26 View live quote ↗

52-week position 82.3% $46.51–$122.97

More filing data

Observation price$109.46

Filing price$111.51

Observed date03/31/26

Disclosure lag42 days

ADC Initial Schedule 13G

AGREE REALTY CORP

State Street

Initial Schedule 13G

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Institutional score May 12, 2026 filed

Reported shares 6.0M

Ownership 12.00%

Latest stored close $65.82 10/08/26 View live quote ↗

52-week position 48.9% $68.98–$82.08

More filing data

Observation price$75.38

Filing price$76.54

Observed date03/31/26

Disclosure lag42 days

AKBA Initial Schedule 13G

AKEBIA THERAPEUTICS INC

State Street

Initial Schedule 13G

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Institutional score May 12, 2026 filed

Reported shares 11.6M -2.1M

Ownership 12.00% 0.00 pts

Latest stored close $0.80 10/09/26 View live quote ↗

52-week position 8.5% $1.14–$4.08

More filing data

Observation price$1.39

Filing price$1.18

Observed date03/31/26

Disclosure lag42 days

Earlier filings (1 shown of 1)

Initial Schedule 13G 02/09/26 filed

Initial Schedule 13G · 13.7M shares · 12.00% · filing $1.50 · 52-week $1.45–$4.08 · range 6.3%

ALT Initial Schedule 13G

ALTIMMUNE INC

State Street

Initial Schedule 13G

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Institutional score May 12, 2026 filed

Reported shares 7.1M

Ownership 12.00%

Latest stored close $2.60 10/08/26 View live quote ↗

52-week position 4.3% $2.87–$7.73

More filing data

Observation price$3.08

Filing price$3.08

Observed date03/31/26

Disclosure lag42 days

AMCR Initial Schedule 13G

AMCOR PLC

State Street

Initial Schedule 13G

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Institutional score May 12, 2026 filed

Reported shares 29.2M

Ownership 12.00%

Latest stored close $41.26 10/07/26 View live quote ↗

52-week position 13.9% $37.95–$50.94

More filing data

Observation price$39.75

Filing price$39.22

Observed date03/31/26

Disclosure lag42 days

Earlier filings (1 shown of 1)

Earlier Form 13F quarter-end holding 05/15/26 filed

Form 13F quarter-end evidence · 29.2M shares · · filing

ABAT Initial Schedule 13G

AMERICAN BATTERY TECHNOLOGY CO

State Street

Initial Schedule 13G

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Institutional score May 12, 2026 filed

Reported shares 9.9M +2.4M

Ownership 12.00% 0.00 pts

Latest stored close $2.05 10/08/26 View live quote ↗

52-week position 18.2% $0.86–$11.49

More filing data

Observation price$2.79

Filing price$3.25

Observed date03/31/26

Disclosure lag42 days

Earlier filings (1 shown of 1)

Initial Schedule 13G 02/09/26 filed

Initial Schedule 13G · 7.5M shares · 12.00% · filing $4.18 · 52-week $0.86–$11.49 · range 23.3%

AMP Initial Schedule 13G

AMERIPRISE FINANCIAL INC

State Street

Initial Schedule 13G

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Institutional score May 12, 2026 filed

Reported shares 4.6M

Ownership 12.00%

Latest stored close $499.08 10/08/26 View live quote ↗

52-week position 31.3% $396.14–$550.18

More filing data

Observation price$444.40

Filing price$470.12

Observed date03/31/26

Disclosure lag42 days

APLSUSD Initial Schedule 13G

APELLIS PHARMACEUTICALS INC

State Street

Initial Schedule 13G

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Institutional score May 12, 2026 filed

Reported shares 6.8M

Ownership 12.00%

Latest stored close View live quote ↗

52-week position —

More filing data

Observation price

Filing price

Observed date03/31/26

Disclosure lag42 days

ARDX Initial Schedule 13G

ARDELYX INC

State Street

Initial Schedule 13G

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Institutional score May 12, 2026 filed

Reported shares 13.6M

Ownership 12.00%

Latest stored close $3.27 10/08/26 View live quote ↗

52-week position 53.6% $3.21–$8.40

More filing data

Observation price$5.99

Filing price$6.61

Observed date03/31/26

Disclosure lag42 days

ATRO Initial Schedule 13G

ASTRONICS CORP

State Street

Initial Schedule 13G

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Institutional score May 12, 2026 filed

Reported shares 2.3M +517.6K

Ownership 12.00% 0.00 pts

Latest stored close $64.45 10/08/26 View live quote ↗

52-week position 73.1% $15.87–$67.01

More filing data

Observation price$53.26

Filing price$62.46

Observed date03/31/26

Disclosure lag42 days

Earlier filings (1 shown of 1)

Initial Schedule 13G 02/09/26 filed

Initial Schedule 13G · 1.8M shares · 12.00% · filing $62.03 · 52-week $12.36–$45.27 · range 94.0%

BMI Initial Schedule 13G

BADGER METER INC

State Street

Initial Schedule 13G

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Institutional score May 12, 2026 filed

Reported shares 1.5M

Ownership 12.00%

Latest stored close $127.66 10/08/26 View live quote ↗

52-week position 11.3% $139.14–$256.08

More filing data

Observation price$152.35

Filing price$115.04

Observed date03/31/26

Disclosure lag42 days

BR Initial Schedule 13G

BROADRIDGE FINANCIAL SOLUTIONS INC

State Street

Initial Schedule 13G

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Institutional score May 12, 2026 filed

Reported shares 5.5M -483.8K

Ownership 12.00% 0.00 pts

Latest stored close $165.21 10/08/26 View live quote ↗

52-week position 4.8% $156.94–$271.91

More filing data

Observation price$162.48

Filing price$149.53

Observed date03/31/26

Disclosure lag42 days

Earlier filings (1 shown of 1)

Initial Schedule 13G 02/09/26 filed

Initial Schedule 13G · 6.0M shares · 12.00% · filing $181.05 · 52-week $212.33–$271.91 · range 18.2%

BXP Initial Schedule 13G

BXP INC

State Street

Initial Schedule 13G

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Institutional score May 12, 2026 filed

Reported shares 9.9M

Ownership 12.00%

Latest stored close $59.32 10/08/26 View live quote ↗

52-week position 7.4% $49.72–$79.33

More filing data

Observation price$51.90

Filing price$59.01

Observed date03/31/26

Disclosure lag42 days

CVCO Initial Schedule 13G

CAVCO INDUSTRIES INC

State Street

Initial Schedule 13G

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Institutional score May 12, 2026 filed

Reported shares 401.9K +12.3K

Ownership 12.00% 0.00 pts

Latest stored close $548.72 10/08/26 View live quote ↗

52-week position 28.4% $393.53–$713.01

More filing data

Observation price$484.29

Filing price$475.87

Observed date03/31/26

Disclosure lag42 days

Earlier filings (1 shown of 1)

Initial Schedule 13G 02/09/26 filed

Initial Schedule 13G · 389.6K shares · 12.00% · filing $554.20 · 52-week $393.53–$618.03 · range 87.8%

CLDX Initial Schedule 13G

CELLDEX THERAPEUTICS INC

State Street

Initial Schedule 13G

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Institutional score May 12, 2026 filed

Reported shares 2.8M -593.5K

Ownership 12.00% 0.00 pts

Latest stored close $29.89 10/09/26 View live quote ↗

52-week position 86.1% $14.40–$34.52

More filing data

Observation price$31.72

Filing price$32.00

Observed date03/31/26

Disclosure lag42 days

Earlier filings (1 shown of 1)

Initial Schedule 13G 02/09/26 filed

Initial Schedule 13G · 3.4M shares · 12.00% · filing $24.81 · 52-week $14.40–$30.50 · range 79.3%

CNX Initial Schedule 13G

CNX RESOURCES CORP

State Street

Initial Schedule 13G

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Institutional score May 12, 2026 filed

Reported shares 7.1M

Ownership 12.00%

Latest stored close $33.83 10/08/26 View live quote ↗

52-week position 68.2% $27.68–$43.62

More filing data

Observation price$38.55

Filing price$35.79

Observed date03/31/26

Disclosure lag42 days

CMC Initial Schedule 13G

COMMERCIAL METALS CO

State Street

Initial Schedule 13G

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Institutional score May 12, 2026 filed

Reported shares 7.3M

Ownership 12.00%

Latest stored close $63.10 10/08/26 View live quote ↗

52-week position 50.1% $37.92–$84.87

More filing data

Observation price$61.43

Filing price$69.67

Observed date03/31/26

Disclosure lag42 days

CMP Initial Schedule 13G

COMPASS MINERALS INTERNATIONAL INC

State Street

Initial Schedule 13G

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Institutional score May 12, 2026 filed

Reported shares 2.3M +273.2K

Ownership 12.00% 0.00 pts

Latest stored close $23.08 10/08/26 View live quote ↗

52-week position 80.2% $8.60–$27.00

More filing data

Observation price$23.35

Filing price$29.43

Observed date03/31/26

Disclosure lag42 days

Earlier filings (1 shown of 1)

Initial Schedule 13G 02/09/26 filed

Initial Schedule 13G · 2.0M shares · 12.00% · filing $22.47 · 52-week $8.60–$22.69 · range 78.4%

CNR Initial Schedule 13G

CORE NATURAL RESOURCES INC

State Street

Initial Schedule 13G

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Institutional score May 12, 2026 filed

Reported shares 4.0M

Ownership 12.00%

Latest stored close $88.55 10/08/26 View live quote ↗

52-week position 82.2% $58.19–$114.80

More filing data

Observation price$104.73

Filing price$85.89

Observed date03/31/26

Disclosure lag42 days

CVBF Initial Schedule 13G

CVB FINANCIAL CORP

State Street

Initial Schedule 13G

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Institutional score May 12, 2026 filed

Reported shares 8.0M

Ownership 12.00%

Latest stored close $21.75 10/08/26 View live quote ↗

52-week position 61.8% $16.01–$21.48

More filing data

Observation price$19.39

Filing price$19.84

Observed date03/31/26

Disclosure lag42 days

DK Initial Schedule 13G

DELEK US HOLDINGS INC

State Street

Initial Schedule 13G

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Institutional score May 12, 2026 filed

Reported shares 3.0M

Ownership 12.00%

Latest stored close $74.51 10/09/26 View live quote ↗

52-week position 91.3% $11.03–$48.32

More filing data

Observation price$45.07

Filing price$46.08

Observed date03/31/26

Disclosure lag42 days

EBAY Initial Schedule 13G

EBAY INC

State Street

Initial Schedule 13G

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Institutional score May 12, 2026 filed

Reported shares 22.3M

Ownership 12.00%

Latest stored close $111.98 10/08/26 View live quote ↗

52-week position 76.1% $58.71–$101.15

More filing data

Observation price$91.02

Filing price$110.40

Observed date03/31/26

Disclosure lag42 days

EA Initial Schedule 13G

ELECTRONIC ARTS INC

State Street

Initial Schedule 13G

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Institutional score May 12, 2026 filed

Reported shares 14.2M

Ownership 12.00%

Latest stored close View live quote ↗

52-week position 98.6% $131.15–$204.89

More filing data

Observation price$203.87

Filing price$200.19

Observed date03/31/26

Disclosure lag42 days

ELME Initial Schedule 13G

ELME COMMUNITIES

State Street

Initial Schedule 13G

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Institutional score May 12, 2026 filed

Reported shares 110.3K

Ownership 12.00%

Latest stored close $1.75 10/08/26 View live quote ↗

52-week position 0.2% $1.98–$17.68

More filing data

Observation price$2.01

Filing price$2.02

Observed date03/31/26

Disclosure lag42 days

ENR Initial Schedule 13G

ENERGIZER HOLDINGS INC

State Street

Initial Schedule 13G

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Institutional score May 12, 2026 filed

Reported shares 3.8M

Ownership 12.00%

Latest stored close $21.44 10/08/26 View live quote ↗

52-week position 2.9% $16.00–$30.29

More filing data

Observation price$16.42

Filing price$17.69

Observed date03/31/26

Disclosure lag42 days

FBNC Initial Schedule 13G

FIRST BANCORP/SOUTHERN PINES NC

State Street

Initial Schedule 13G

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Institutional score May 12, 2026 filed

Reported shares 2.1M

Ownership 12.00%

Latest stored close $59.17 10/09/26 View live quote ↗

52-week position 77.6% $34.50–$62.64

More filing data

Observation price$56.35

Filing price$58.77

Observed date03/31/26

Disclosure lag42 days

FFBC Initial Schedule 13G

FIRST FINANCIAL BANCORP

State Street

Initial Schedule 13G

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Institutional score May 12, 2026 filed

Reported shares 5.5M

Ownership 12.00%

Latest stored close $30.90 10/09/26 View live quote ↗

52-week position 66.0% $21.10–$31.38

More filing data

Observation price$27.88

Filing price$29.92

Observed date03/31/26

Disclosure lag42 days

FHB Initial Schedule 13G

FIRST HAWAIIAN INC

State Street

Initial Schedule 13G

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Institutional score May 12, 2026 filed

Reported shares 6.5M +410.1K

Ownership 12.00% 0.00 pts

Latest stored close $24.69 10/09/26 View live quote ↗

52-week position 53.8% $20.32–$28.35

More filing data

Observation price$24.64

Filing price$26.42

Observed date03/31/26

Disclosure lag42 days

Earlier filings (1 shown of 1)

Initial Schedule 13G 02/09/26 filed

Initial Schedule 13G · 6.1M shares · 12.00% · filing $27.20 · 52-week $20.32–$28.28 · range 62.6%

HAFC Initial Schedule 13G

HANMI FINANCIAL CORP

State Street

Initial Schedule 13G

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Institutional score May 12, 2026 filed

Reported shares 1.5M

Ownership 12.00%

Latest stored close $30.78 10/09/26 View live quote ↗

52-week position 64.9% $19.25–$30.20

More filing data

Observation price$26.36

Filing price$29.38

Observed date03/31/26

Disclosure lag42 days

HXL Initial Schedule 13G

HEXCEL CORP

State Street

Initial Schedule 13G

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Institutional score May 12, 2026 filed

Reported shares 4.8M

Ownership 12.00%

Latest stored close $84.96 10/09/26 View live quote ↗

52-week position 71.4% $45.28–$95.22

More filing data

Observation price$80.93

Filing price$92.45

Observed date03/31/26

Disclosure lag42 days

IDR Initial Schedule 13G

IDAHO STRATEGIC RESOURCES INC

State Street

Initial Schedule 13G

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Institutional score May 12, 2026 filed

Reported shares 1.2M +264.4K

Ownership 12.00% 0.00 pts

Latest stored close $23.79 10/09/26 View live quote ↗

52-week position 46.9% $12.20–$54.70

More filing data

Observation price$32.12

Filing price$51.50

Observed date03/31/26

Disclosure lag42 days

Earlier filings (1 shown of 1)

Initial Schedule 13G 02/09/26 filed

Initial Schedule 13G · 890.4K shares · 12.00% · filing $40.13 · 52-week $10.06–$54.70 · range 67.7%

INDB Initial Schedule 13G

INDEPENDENT BANK CORP

State Street

Initial Schedule 13G

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Institutional score May 12, 2026 filed

Reported shares 2.5M +43.7K

Ownership 12.00% 0.00 pts

Latest stored close $77.02 10/09/26 View live quote ↗

52-week position 66.2% $52.15–$87.00

More filing data

Observation price$75.21

Filing price$76.92

Observed date03/31/26

Disclosure lag42 days

Earlier filings (1 shown of 1)

Initial Schedule 13G 02/09/26 filed

Initial Schedule 13G · 2.5M shares · 12.00% · filing $85.18 · 52-week $52.15–$78.17 · range 80.4%

IE Initial Schedule 13G

IVANHOE ELECTRIC INC / US

State Street

Initial Schedule 13G

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Institutional score May 12, 2026 filed

Reported shares 9.3M

Ownership 12.00%

Latest stored close $10.19 10/09/26 View live quote ↗

52-week position 42.9% $4.50–$21.55

More filing data

Observation price$11.82

Filing price$14.61

Observed date03/31/26

Disclosure lag42 days

JANX Initial Schedule 13G

JANUX THERAPEUTICS INC

State Street

Initial Schedule 13G

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Institutional score May 12, 2026 filed

Reported shares 2.5M -1.4M

Ownership 12.00% 0.00 pts

Latest stored close $18.50 10/08/26 View live quote ↗

52-week position 7.7% $12.12–$35.34

More filing data

Observation price$13.90

Filing price$14.41

Observed date03/31/26

Disclosure lag42 days

Earlier filings (1 shown of 1)

Initial Schedule 13G 02/09/26 filed

Initial Schedule 13G · 3.9M shares · 12.00% · filing $13.27 · 52-week $13.62–$61.59 · range 0.4%

WLY Initial Schedule 13G

JOHN WILEY & SONS INC

State Street

Initial Schedule 13G

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Institutional score May 12, 2026 filed

Reported shares 2.2M

Ownership 12.00%

Latest stored close $49.64 10/09/26 View live quote ↗

52-week position 56.3% $28.38–$45.64

More filing data

Observation price$38.10

Filing price$40.05

Observed date03/31/26

Disclosure lag42 days

KALU Initial Schedule 13G

KAISER ALUMINUM CORP

State Street

Initial Schedule 13G

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Institutional score May 12, 2026 filed

Reported shares 1.3M

Ownership 12.00%

Latest stored close $151.51 10/09/26 View live quote ↗

52-week position 71.4% $46.81–$150.00

More filing data

Observation price$120.51

Filing price$176.36

Observed date03/31/26

Disclosure lag42 days

KRC Initial Schedule 13G

KILROY REALTY CORP

State Street

Initial Schedule 13G

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Institutional score May 12, 2026 filed

Reported shares 6.3M

Ownership 12.00%

Latest stored close $34.19 10/08/26 View live quote ↗

52-week position 6.3% $27.07–$45.03

More filing data

Observation price$28.21

Filing price$34.73

Observed date03/31/26

Disclosure lag42 days

KMB Initial Schedule 13G

KIMBERLY-CLARK CORP

State Street

Initial Schedule 13G

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Institutional score May 12, 2026 filed

Reported shares 21.7M

Ownership 12.00%

Latest stored close $97.59 10/09/26 View live quote ↗

52-week position 3.7% $94.54–$147.12

More filing data

Observation price$96.47

Filing price$97.34

Observed date03/31/26

Disclosure lag42 days

KR Initial Schedule 13G

KROGER CO/THE

State Street

Initial Schedule 13G

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Institutional score May 12, 2026 filed

Reported shares 30.5M -1.5M

Ownership 12.00% 0.00 pts

Latest stored close $61.41 10/08/26 View live quote ↗

52-week position 76.5% $58.60–$76.58

More filing data

Observation price$72.36

Filing price$64.62

Observed date03/31/26

Disclosure lag42 days

Earlier filings (1 shown of 1)

Initial Schedule 13G 02/09/26 filed

Initial Schedule 13G · 32.0M shares · 12.00% · filing $70.10 · 52-week $58.12–$74.90 · range 26.0%

LKFN Initial Schedule 13G

LAKELAND FINANCIAL CORP

State Street

Initial Schedule 13G

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Institutional score May 12, 2026 filed

Reported shares 1.4M +104.7K

Ownership 12.00% 0.00 pts

Latest stored close $56.84 10/09/26 View live quote ↗

52-week position 38.0% $50.00–$69.40

More filing data

Observation price$57.38

Filing price$59.79

Observed date03/31/26

Disclosure lag42 days

Earlier filings (1 shown of 1)

Initial Schedule 13G 02/09/26 filed

Initial Schedule 13G · 1.3M shares · 12.00% · filing $62.40 · 52-week $50.00–$71.77 · range 32.4%

MGY Initial Schedule 13G

MAGNOLIA OIL & GAS CORP

State Street

Initial Schedule 13G

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Institutional score May 12, 2026 filed

Reported shares 9.5M

Ownership 12.00%

Latest stored close $24.48 10/08/26 View live quote ↗

52-week position 91.3% $19.09–$32.76

More filing data

Observation price$31.57

Filing price$28.64

Observed date03/31/26

Disclosure lag42 days