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5%+ stakes

Finance Insurance and Real Estate, latest filing in November 2025

13 companies with 5%+ holders, every filing linked: Bitwise 10 Crypto Index Fund, Evergreen Corp, Finward Bancorp, Garden Stage Ltd, New Providence Acquisition Corp. III, Nuveen Global Cities Reit, Inc. and more. Each section is the company's full record from its filings, newest filings first within each section.

13 companies with 5%+ holders on this page (Finance Insurance and Real Estate, latest filing in November 2025), each linked to its filing, starting with Bitwise 10 Crypto Index Fund, Evergreen Corp, Finward Bancorp. Free check on any of them: https://mentionfox.com/check

On this page

Bitwise 10 Crypto Index Fund

At 5% or more1
Filings1
Latest filing2025-11-13

Bitwise 10 Crypto Index Fund has 1 Schedule 13D or 13G filing on record since 2025-11-13. 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
Jane Street Group, LLC5.3%1,068,393SCHEDULE 13G, 2025-11-132025-09-30
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Jane Street Group, LLC01,068,39301,068,393SCHEDULE 13G, 2025-11-13
Jane Street Capital, LLC01,068,39301,068,393SCHEDULE 13G, 2025-11-13

The latest filing names Bitwise 10 Crypto Index Fund, with its principal executive office as 250 MONTGOMERY STREET, SUITE 200, SAN FRANCISCO, CA 94104 (SCHEDULE 13G, 2025-11-13).

FiledHolderPercentFiling
2025-11-13Jane Street Group, LLC5.3%SCHEDULE 13G

Evergreen Corp

At 5% or more1
Filings4
Latest filing2025-11-14

Evergreen Corp has 4 Schedule 13D or 13G filings on record since 2025-08-13. 1 holder's latest filing reports 5% or more of class a ordinary shares, par value $0.0001 per share (the "ordinary shares"). Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Meteora Capital, LLC14.62%400,468SCHEDULE 13G/A, 2025-08-142025-06-30
Mizuho Financial Group, Inc.0%0SCHEDULE 13G/A, 2025-11-132025-09-30
First Trust Merger Arbitrage Fund0%0SCHEDULE 13G/A, 2025-11-142025-09-30
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Meteora Capital, LLC0400,4680400,468SCHEDULE 13G/A, 2025-08-14
Mizuho Financial Group, Inc.0000SCHEDULE 13G/A, 2025-11-13
First Trust Merger Arbitrage Fund0000SCHEDULE 13G/A, 2025-11-14
First Trust Capital Management L.P.0000SCHEDULE 13G/A, 2025-11-14
First Trust Capital Solutions L.P.0000SCHEDULE 13G/A, 2025-11-14
FTCS Sub GP LLC0000SCHEDULE 13G/A, 2025-11-14

The latest filing names Evergreen Corp, with its principal executive office as 78 SW 7TH STREET, SUITE 500, MIAMI, FL 33130 (SCHEDULE 13G/A, 2025-11-14).

FiledHolderPercentFiling
2025-08-13Mizuho Financial Group, Inc.9%SCHEDULE 13G/A
2025-08-14Meteora Capital, LLC14.62%SCHEDULE 13G/A
2025-11-13Mizuho Financial Group, Inc.0%SCHEDULE 13G/A
2025-11-14First Trust Merger Arbitrage Fund0%SCHEDULE 13G/A

Finward Bancorp

At 5% or more1
Filings1
Latest filing2025-11-14

Finward Bancorp has 1 Schedule 13D or 13G filing on record since 2025-11-14. 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
AllianceBernstein L.P.9.3%403,704SCHEDULE 13G/A, 2025-11-142025-09-30
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
AllianceBernstein L.P.403,7040403,7040SCHEDULE 13G/A, 2025-11-14

The latest filing names Finward Bancorp, with its principal executive office as 9204 COLUMBIA AVE, MUNSTER (SCHEDULE 13G/A, 2025-11-14).

FiledHolderPercentFiling
2025-11-14AllianceBernstein L.P.9.3%SCHEDULE 13G/A

Garden Stage Ltd

At 5% or more1
Filings7
Latest filing2025-11-14

Garden Stage Ltd has 7 Schedule 13D or 13G filings on record since 2025-07-24. 1 holder's latest filing reports 5% or more of ordinary shares. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Bigger Capital Fund L P9.6%7,110,764SCHEDULE 13G, 2025-07-282025-07-24
Streeterville Capital LLC0%0SCHEDULE 13G/A, 2025-07-292025-07-29
Hexstone Capital LLC0%0SCHEDULE 13G/A, 2025-11-132025-09-30
L1 Capital Global Opportunities Master Fund, Ltd.0%0SCHEDULE 13G/A, 2025-11-142025-11-14
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Hexstone Capital LLC0000SCHEDULE 13G/A, 2025-11-13
Brendan O'Neil0000SCHEDULE 13G/A, 2025-11-13
L1 Capital Global Opportunities Master Fund, Ltd.0000SCHEDULE 13G/A, 2025-11-14

The latest filing names Garden Stage Ltd, with its principal executive office as 30th Floor, China Insurance Group Building, 141 Des Voeux Road Central (SCHEDULE 13G/A, 2025-11-14).

FiledHolderPercentFiling
2025-07-24Streeterville Capital LLC9.9%SCHEDULE 13G
2025-07-28Bigger Capital Fund L P9.6%SCHEDULE 13G
2025-07-29Streeterville Capital LLC0%SCHEDULE 13G/A
2025-07-30Hexstone Capital LLC9.9%SCHEDULE 13G
2025-07-31L1 Capital Global Opportunities Master Fund, Ltd.9.99%SCHEDULE 13G
2025-11-13Hexstone Capital LLC0%SCHEDULE 13G/A
2025-11-14L1 Capital Global Opportunities Master Fund, Ltd.0%SCHEDULE 13G/A

New Providence Acquisition Corp. III

At 5% or more2
Filings3
Latest filing2026-11-09

New Providence Acquisition Corp. III has 3 Schedule 13D or 13G filings on record since 2025-08-13. 2 holders' 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
W. R. Berkley Corporation5.9%1,816,851SCHEDULE 13G, 2026-11-092026-09-30
Healthcare of Ontario Pension Plan Trust Fund5.5%1,689,999SCHEDULE 13G/A, 2025-11-132025-09-30
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
W. R. Berkley Corporation01,816,85101,816,851SCHEDULE 13G, 2026-11-09
Berkley Insurance Company01,816,85101,816,851SCHEDULE 13G, 2026-11-09
Healthcare of Ontario Pension Plan Trust Fund1,689,99901,689,9990SCHEDULE 13G/A, 2025-11-13

The latest filing identifies New Providence Acquisition Corp. III by CUSIP G6476A102 and gives its principal executive office as 401 S County Road #2588, Palm Beach, FL 33480 (SCHEDULE 13G, 2026-11-09).

FiledHolderPercentFiling
2025-08-13Healthcare of Ontario Pension Plan Trust Fund7.1%SCHEDULE 13G
2025-11-13Healthcare of Ontario Pension Plan Trust Fund5.5%SCHEDULE 13G/A
2026-11-09W. R. Berkley Corporation5.9%SCHEDULE 13G

Nuveen Global Cities Reit, Inc.

At 5% or more1
Filings2
Latest filing2025-11-12

Nuveen Global Cities Reit, Inc. has 2 Schedule 13D or 13G filings on record since 2025-08-13. 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
Teachers Insurance & Annuity Association of America12.25%24,303,768SCHEDULE 13G/A, 2025-11-122025-09-30
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Teachers Insurance & Annuity Association of America24,303,768024,303,7680SCHEDULE 13G/A, 2025-11-12

The latest filing names Nuveen Global Cities Reit, Inc., with its principal executive office as 730 Third Avenue, 3rd Floor, New York, NY 10017 (SCHEDULE 13G/A, 2025-11-12).

12.25%* *Based on 198,401,925.50 shares of common stock stated to be outstanding as of November 1, 2025 based on information provided by the Issuer.Teachers Insurance & Annuity Association of America, SCHEDULE 13G/A, 2025-11-12
FiledHolderPercentFiling
2025-08-13Teachers Insurance & Annuity Association of America13.78%SCHEDULE 13G/A
2025-11-12Teachers Insurance & Annuity Association of America12.25%SCHEDULE 13G/A

Orielle Acquisition Corp.

At 5% or more2
Filings2
Latest filing2025-11-14

Orielle Acquisition Corp. has 2 Schedule 13D or 13G filings on record since 2025-11-14. 2 holders' 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
Mark N. Tompkins95%4,750,000SCHEDULE 13G, 2025-11-142025-09-30
Ian Jacobs5%250,000SCHEDULE 13G, 2025-11-142025-09-30
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Mark N. Tompkins4,750,00004,750,0000SCHEDULE 13G, 2025-11-14
Ian Jacobs250,0000250,0000SCHEDULE 13G, 2025-11-14

The latest filing names Orielle Acquisition Corp., with its principal executive office as 55 NE 5th Ave, Suite 401, Boca Raton, FL 33432 (SCHEDULE 13G, 2025-11-14).

FiledHolderPercentFiling
2025-11-14Mark N. Tompkins95%SCHEDULE 13G
2025-11-14Ian Jacobs5%SCHEDULE 13G

Pioneer Bancorp, Inc.

At 5% or more1
Filings1
Latest filing2025-11-14

Pioneer Bancorp, Inc. has 1 Schedule 13D or 13G filing on record since 2025-11-14. 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
M3 Funds, LLC7.45%1,884,081SCHEDULE 13G/A, 2025-11-142025-09-30
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
M3 Funds, LLC01,884,08101,884,081SCHEDULE 13G/A, 2025-11-14
M3 Partners, LP01,884,08101,884,081SCHEDULE 13G/A, 2025-11-14
M3F, Inc.01,884,08101,884,081SCHEDULE 13G/A, 2025-11-14
Jason A. Stock01,884,08101,884,081SCHEDULE 13G/A, 2025-11-14
William C. Waller01,884,08101,884,081SCHEDULE 13G/A, 2025-11-14

The latest filing names Pioneer Bancorp, Inc., with its principal executive office as 652 Albany Shaker Road, Albany, NY 12211 (SCHEDULE 13G/A, 2025-11-14).

FiledHolderPercentFiling
2025-11-14M3 Funds, LLC7.45%SCHEDULE 13G/A
DateRecordFigureOur pageSource
July 23, 2026Leadership change: Michael T. Keegan appointed—Leadership changesSource
April 24, 2026Acquired Targeted Lending Co., LLC$140MAcquisitionSource

Synovus Financial Corp.

At 5% or more2
Filings2
Latest filing2025-11-12

Synovus Financial Corp. has 2 Schedule 13D or 13G filings on record since 2025-11-05. 2 holders' 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
Fmr LLC7%9,744,516SCHEDULE 13G/A, 2025-11-052025-09-30
Wellington Management Group LLP5%6,939,814SCHEDULE 13G/A, 2025-11-122025-09-30
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Fmr LLC9,671,47609,744,5160SCHEDULE 13G/A, 2025-11-05
Abigail P. Johnson009,744,5160SCHEDULE 13G/A, 2025-11-05
Wellington Management Group LLP06,225,82906,939,814SCHEDULE 13G/A, 2025-11-12
Wellington Group Holdings LLP06,225,82906,939,814SCHEDULE 13G/A, 2025-11-12
Wellington Investment Advisors Holdings LLP06,225,82906,939,814SCHEDULE 13G/A, 2025-11-12

The latest filing names Synovus Financial Corp., with its principal executive office as 33 W 14TH STREET, Columbus (SCHEDULE 13G/A, 2025-11-12).

FiledHolderPercentFiling
2025-11-05Fmr LLC7%SCHEDULE 13G/A
2025-11-12Wellington Management Group LLP5%SCHEDULE 13G/A

Var Acquisition Corp.

At 5% or more2
Filings2
Latest filing2025-11-14

Var Acquisition Corp. has 2 Schedule 13D or 13G filings on record since 2025-11-14. 2 holders' 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
Mark N. Tompkins75%7,500,000SCHEDULE 13G, 2025-11-142025-09-30
Ian Jacobs25%2,500,000SCHEDULE 13G, 2025-11-142025-09-30
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Mark N. Tompkins7,500,00007,500,0000SCHEDULE 13G, 2025-11-14
Ian Jacobs2,500,00002,500,0000SCHEDULE 13G, 2025-11-14

The latest filing names Var Acquisition Corp., with its principal executive office as 55 NE 5th Ave., Suite 401, Boca Raton, FL 33432 (SCHEDULE 13G, 2025-11-14).

FiledHolderPercentFiling
2025-11-14Mark N. Tompkins75%SCHEDULE 13G
2025-11-14Ian Jacobs25%SCHEDULE 13G

VirnetX Holding Corp

At 5% or more1
Filings1
Latest filing2025-11-26

VirnetX Holding Corp has 1 Schedule 13D or 13G filing on record since 2025-11-26. 1 holder's latest filing reports 5% or more of common stock, $0.0001 par value. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Larsen Kendall12.1%522,047SCHEDULE 13D/A, 2025-11-262025-11-24
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Larsen Kendall405,645116,402405,645116,402SCHEDULE 13D/A, 2025-11-26

The latest filing identifies VirnetX Holding Corp by CUSIP 92823T207 and gives its principal executive office as 308 Dorla Court, Suite 206, Zephyr Cove, NV 89448 (SCHEDULE 13D/A, 2025-11-26).

FiledHolderPercentFiling
2025-11-26Larsen Kendall12.1%SCHEDULE 13D/A

VWF Bancorp Inc

At 5% or more1
Filings2
Latest filing2025-11-14

VWF Bancorp Inc has 2 Schedule 13D or 13G filings on record since 2025-11-14. 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
AllianceBernstein L.P.5.2%98,889SCHEDULE 13G, 2025-11-142025-09-30
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
AllianceBernstein L.P.98,889098,8890SCHEDULE 13G, 2025-11-14

The latest filing names VWF Bancorp Inc, with its principal executive office as 976 SOUTH SHANNON STREET, VAN WERT, OH (SCHEDULE 13G, 2025-11-14).

FiledHolderPercentFiling
2025-11-14AllianceBernstein L.P.5.2%SCHEDULE 13G
2025-11-14AllianceBernstein L.P.5.2%SCHEDULE 13G

Zalatoris II Acquisition Corp

At 5% or more1
Filings2
Latest filing2025-11-14

Zalatoris II Acquisition Corp has 2 Schedule 13D or 13G filings on record since 2025-08-14. 1 holder's latest filing reports 5% or more of class a common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Meteora Capital, LLC5.18%335,020SCHEDULE 13G/A, 2025-11-142025-09-30
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Meteora Capital, LLC0335,0200335,020SCHEDULE 13G/A, 2025-11-14

The latest filing names Zalatoris II Acquisition Corp, with its principal executive office as 31 Hudson Yards, 11th Floor, New York, NY 10005 (SCHEDULE 13G/A, 2025-11-14).

FiledHolderPercentFiling
2025-08-14Meteora Capital, LLC5.18%SCHEDULE 13G
2025-11-14Meteora Capital, LLC5.18%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.