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Finance Insurance and Real Estate, latest filing in October 2025

8 companies with 5%+ holders, every filing linked: AtlasClear Holdings, Inc., CNL Strategic Residential Credit, Inc., Modiv Industrial Inc, Pacific Premier Bancorp Inc, Research Frontiers Inc, Slide Insurance Holdings, Inc. and more. Each section is the company's full record from its filings, newest filings first within each section.

8 companies with 5%+ holders on this page (Finance Insurance and Real Estate, latest filing in October 2025), each linked to its filing, starting with AtlasClear Holdings, Inc., CNL Strategic Residential Credit, Inc., Modiv Industrial Inc. Free check on any of them: https://mentionfox.com/check

On this page

AtlasClear Holdings, Inc.

At 5% or more1
Filings2
Latest filing2025-10-17

AtlasClear Holdings, Inc. has 2 Schedule 13D or 13G filings on record since 2025-09-30. 1 holder's latest filing reports 5% or more of common stock, par value $0.0001 per share. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Funicular Funds, LP9.9%12,669,232SCHEDULE 13G, 2025-10-172025-10-10
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Funicular Funds, LP12,669,232012,669,2320SCHEDULE 13G, 2025-10-17
Cable Car Capital, LP12,669,232012,669,2320SCHEDULE 13G, 2025-10-17
Jacob Ma-Weaver12,669,232012,669,2320SCHEDULE 13G, 2025-10-17

The latest filing names AtlasClear Holdings, Inc., with its principal executive office as 2203 LOIS AVE., STE. 814, TAMPA, FL 33607 (SCHEDULE 13G, 2025-10-17).

FiledHolderPercentFiling
2025-09-30Funicular Funds, LP0.5%SCHEDULE 13G/A
2025-10-17Funicular Funds, LP9.9%SCHEDULE 13G

CNL Strategic Residential Credit, Inc.

At 5% or more2
Filings3
Latest filing2026-11-05

CNL Strategic Residential Credit, Inc. has 3 Schedule 13D or 13G filings on record since 2025-10-24. 2 holders' latest filing reports 5% or more of common stock, $0.001 par value per share. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Balbec Capital Holdings, L.P.50%100,000SCHEDULE 13G, 2025-10-242025-09-30
CNL Residential Credit Manager, LLC18.82%306,101SCHEDULE 13G/A, 2026-11-052026-09-30
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Balbec Capital Holdings, L.P.0100,0000100,000SCHEDULE 13G, 2025-10-24
InSolve Capital G.P. Parent, L.L.C.0100,0000100,000SCHEDULE 13G, 2025-10-24
CNL Residential Credit Manager, LLC0306,1010306,101SCHEDULE 13G/A, 2026-11-05
Seneff James M Jr0306,1010306,101SCHEDULE 13G/A, 2026-11-05

The latest filing identifies CNL Strategic Residential Credit, Inc. by CUSIP 000000000 and gives its principal executive office as CNL Center at City Commons, 450 South Orange Avenue, Suite 1400, Orlando, FL 32801 (SCHEDULE 13G/A, 2026-11-05).

FiledHolderPercentFiling
2025-10-24Balbec Capital Holdings, L.P.50%SCHEDULE 13G
2025-10-24CNL Residential Credit Manager, LLC50%SCHEDULE 13G
2026-11-05CNL Residential Credit Manager, LLC18.82%SCHEDULE 13G/A

Modiv Industrial Inc

At 5% or more1
Filings3
Latest filing2025-10-31

Modiv Industrial Inc has 3 Schedule 13D or 13G filings on record since 2025-07-29. 1 holder's latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
BlackRock, Inc.5.1%521,743SCHEDULE 13G, 2025-10-172025-09-30
The Vanguard Group4.87%494,730SCHEDULE 13G/A, 2025-10-312025-09-30
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
BlackRock, Inc.508,3300521,7430SCHEDULE 13G, 2025-10-17
The Vanguard Group061,651429,02565,705SCHEDULE 13G/A, 2025-10-31

The latest filing names Modiv Industrial Inc, with its principal executive office as 200 S Virginia St, Suite 800, Reno, NV 89501 (SCHEDULE 13G/A, 2025-10-31).

FiledHolderPercentFiling
2025-07-29The Vanguard Group5%SCHEDULE 13G
2025-10-17BlackRock, Inc.5.1%SCHEDULE 13G
2025-10-31The Vanguard Group4.87%SCHEDULE 13G/A
DateRecordFigureOur pageSource
August 12, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource

Pacific Premier Bancorp Inc

At 5% or more1
Filings2
Latest filing2025-10-09

Pacific Premier Bancorp Inc has 2 Schedule 13D or 13G filings on record since 2025-09-04. 1 holder's latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
BlackRock, Inc.7.3%7,060,684SCHEDULE 13G/A, 2025-09-042025-08-29
Dimensional Fund Advisors LP0%0SCHEDULE 13G/A, 2025-10-092025-09-30
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
BlackRock, Inc.6,843,60607,060,6840SCHEDULE 13G/A, 2025-09-04
Dimensional Fund Advisors LP0000SCHEDULE 13G/A, 2025-10-09

The latest filing names Pacific Premier Bancorp Inc, with its principal executive office as 17901 Von Karman Avenue, Suite 1200, Irvine (SCHEDULE 13G/A, 2025-10-09).

FiledHolderPercentFiling
2025-09-04BlackRock, Inc.7.3%SCHEDULE 13G/A
2025-10-09Dimensional Fund Advisors LP0%SCHEDULE 13G/A

Research Frontiers Inc

At 5% or more1
Filings1
Latest filing2025-10-17

Research Frontiers Inc has 1 Schedule 13D or 13G filing on record since 2025-10-17. 1 holder's latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Morgan Stephen L.6.9%2,328,690SCHEDULE 13G, 2025-10-172025-09-30
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Morgan Stephen L.2,328,69002,328,6900SCHEDULE 13G, 2025-10-17

The latest filing names Research Frontiers Inc, with its principal executive office as 240 CROSSWAYS PARK DR, WOODBURY, NY 11797-2033 (SCHEDULE 13G, 2025-10-17).

FiledHolderPercentFiling
2025-10-17Morgan Stephen L.6.9%SCHEDULE 13G

Slide Insurance Holdings, Inc.

At 5% or more1
Filings1
Latest filing2025-10-17

Slide Insurance Holdings, Inc. has 1 Schedule 13D or 13G filing on record since 2025-10-17. 1 holder's latest filing reports 5% or more of common stock, par value $0.01 per share. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Bruce Lucas40.1%51,781,490SCHEDULE 13G, 2025-10-172025-06-30
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Bruce Lucas11,906,49039,875,00011,906,49039,875,000SCHEDULE 13G, 2025-10-17
IIM Holdings II, LLC039,875,000039,875,000SCHEDULE 13G, 2025-10-17

The latest filing names Slide Insurance Holdings, Inc., with its principal executive office as 4221 W. BOY SCOUT BLVD., SUITE 200, TAMPA, FL 33607 (SCHEDULE 13G, 2025-10-17).

See Item 11 on the cover page(s) hereto. The percentage calculated in Item 11 is based on 122,241,773 shares of common stock outstanding as of October 16, 2025.Bruce Lucas, SCHEDULE 13G, 2025-10-17
FiledHolderPercentFiling
2025-10-17Bruce Lucas40.1%SCHEDULE 13G
DateRecordFigureOur pageSource
June 18, 2025IPO filing, Form 424B4$17 a shareIPO filingsSource
June 9, 2025IPO filing, Form S-1/A$15 to $17 a shareIPO filingsSource
May 23, 2025IPO filing, Form S-1—IPO filingsSource

Sprott Physical Platinum & Palladium Trust

At 5% or more1
Filings1
Latest filing2025-10-23

Sprott Physical Platinum & Palladium Trust has 1 Schedule 13D or 13G filing on record since 2025-10-23. 1 holder's latest filing reports 5% or more of units of beneficial interest. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Raymond James & Associates5.1%505,516SCHEDULE 13G, 2025-10-232025-09-30
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Raymond James & Associates00505,5160SCHEDULE 13G, 2025-10-23

The latest filing names Sprott Physical Platinum & Palladium Trust, with its principal executive office as 200 BAY STREET, 200 BAY ST. #2600, TORONTO (SCHEDULE 13G, 2025-10-23).

FiledHolderPercentFiling
2025-10-23Raymond James & Associates5.1%SCHEDULE 13G

Target Global Acquisition I Corp.

At 5% or more1
Filings1
Latest filing2025-10-02

Target Global Acquisition I Corp. has 1 Schedule 13D or 13G filing on record since 2025-10-02. 1 holder's latest filing reports 5% or more of class a ordinary shares, par value $0.0001 per share. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Shmuel Chafets17.43%1,621,724SCHEDULE 13G/A, 2025-10-022025-07-03
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Target Global Sponsor Ltd.01,521,72401,521,724SCHEDULE 13G/A, 2025-10-02
Shmuel Chafets100,0001,521,724100,0001,521,724SCHEDULE 13G/A, 2025-10-02
Yaron Valler01,521,72401,521,724SCHEDULE 13G/A, 2025-10-02
Mikhail Lobanov01,521,72401,521,724SCHEDULE 13G/A, 2025-10-02
Kirill Yurkevich01,521,72401,521,724SCHEDULE 13G/A, 2025-10-02
Vladimir Mukanaev01,521,72401,521,724SCHEDULE 13G/A, 2025-10-02

The latest filing names Target Global Acquisition I Corp., with its principal executive office as PO Box 10176, Governor's Square, 23 Lime Tree Bay Avenue, Grand Cayman, Cayman Islands, KY 1-1002 (SCHEDULE 13G/A, 2025-10-02).

(ii) 7,500 of the Issuer's Class B Ordinary Shares, representing 0.081% of the total Class A and Class B Ordinary Shares issued and outstanding.Shmuel Chafets, SCHEDULE 13G/A, 2025-10-02
FiledHolderPercentFiling
2025-10-02Shmuel Chafets17.43%SCHEDULE 13G/A

Where this comes from

Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.

Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.