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5%+ stakes

Finance Insurance and Real Estate, latest filing in September 2026

10 companies with 5%+ holders, every filing linked: CTO Realty Growth, Inc., Grayscale Near Trust (NEAR), Heritage Insurance Holdings, Inc., Lazard Inc, Leader's Advantage Acquisition Corp., Lument Finance Trust, Inc. and more. Each section is the company's full record from its filings, newest filings first within each section.

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CTO Realty Growth, Inc.

At 5% or more1
Filings5
Latest filing2026-09-10

CTO Realty Growth, Inc. has 5 Schedule 13D or 13G filings on record since 2025-10-30. 1 holder's latest filing reports 5% or more of common stock, par value $1.00 per share. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Dynasty Invest Ltd.5.1%1,900,001SCHEDULE 13G/A, 2026-09-102026-06-30
Vanguard Portfolio Management4.86%1,645,020SCHEDULE 13G/A, 2026-07-312026-06-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Dynasty Invest Ltd.01,900,00101,900,001SCHEDULE 13G/A, 2026-09-10
Moris Tabacinic01,900,00101,900,001SCHEDULE 13G/A, 2026-09-10
Vanguard Portfolio Management13,77801,645,0200SCHEDULE 13G/A, 2026-07-31
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies CTO Realty Growth, Inc. by CUSIP 22948P103 and gives its principal executive office as 369 N. New York Avenue, Suite 201, Winter Park, FL 32789 (SCHEDULE 13G/A, 2026-09-10).

FiledHolderPercentFiling
2025-10-30The Vanguard Group9.53%SCHEDULE 13G/A
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Portfolio Management5.01%SCHEDULE 13G
2026-07-31Vanguard Portfolio Management4.86%SCHEDULE 13G/A
2026-09-10Dynasty Invest Ltd.5.1%SCHEDULE 13G/A

Grayscale Near Trust (NEAR)

At 5% or more1
Filings1
Latest filing2026-09-25

Grayscale Near Trust (NEAR) has 1 Schedule 13D or 13G filing on record since 2026-09-25. 1 holder's latest filing reports 5% or more of grayscale near trust. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Karminski Michal Adam100%11,474SCHEDULE 13G, 2026-09-252026-09-22
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Karminski Michal Adam11,474011,4740SCHEDULE 13G, 2026-09-25

The latest filing identifies Grayscale Near Trust (NEAR) by CUSIP 38964Q106 and gives its principal executive office as 290 HARBOR DRIVE, 4TH FLOOR, STAMFORD, CT 06902 (SCHEDULE 13G, 2026-09-25).

FiledHolderPercentFiling
2026-09-25Karminski Michal Adam100%SCHEDULE 13G

Heritage Insurance Holdings, Inc.

At 5% or more1
Filings4
Latest filing2026-09-25

Heritage Insurance Holdings, Inc. has 4 Schedule 13D or 13G filings on record since 2025-08-04. 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
Raymond T. Hyer7.04%2,093,878SCHEDULE 13G/A, 2026-09-252026-08-27
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Raymond T. Hyer2,093,87802,093,8780SCHEDULE 13G/A, 2026-09-25
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies Heritage Insurance Holdings, Inc. by CUSIP 42727J102 and gives its principal executive office as 1401 N WESTSHORE BLVD, TAMPA, FL 33607 (SCHEDULE 13G/A, 2026-09-25).

FiledHolderPercentFiling
2025-08-04Raymond T. Hyer7.03%SCHEDULE 13G/A
2025-10-30The Vanguard Group5.3%SCHEDULE 13G
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-09-25Raymond T. Hyer7.04%SCHEDULE 13G/A

Lazard Inc

At 5% or more6
Filings11
Latest filing2026-09-04

Lazard Inc has 11 Schedule 13D or 13G filings on record since 2025-07-17. 6 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
BlackRock, Inc.11.2%10,871,335SCHEDULE 13G/A, 2026-09-042026-08-31
Fmr LLC10.1%11,260,412SCHEDULE 13G/A, 2026-03-062026-02-27
T. Rowe Price Associates, Inc.8.6%9,601,861SCHEDULE 13G/A, 2026-05-152026-03-31
Vanguard Capital Management6.18%5,807,861SCHEDULE 13G, 2026-05-012026-03-31
Vanguard Portfolio Management5.28%4,967,500SCHEDULE 13G, 2026-05-012026-03-31
Ariel Investments, LLC5.2%5,826,289SCHEDULE 13G, 2026-05-142026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
BlackRock, Inc.10,626,033010,871,3350SCHEDULE 13G/A, 2026-09-04
T. Rowe Price Associates, Inc.9,547,47409,601,8610SCHEDULE 13G/A, 2026-05-15
Vanguard Capital Management844,77205,807,8610SCHEDULE 13G, 2026-05-01
Ariel Investments, LLC5,265,80305,826,2890SCHEDULE 13G, 2026-05-14

The latest filing identifies Lazard Inc by CUSIP 52110M109 and gives its principal executive office as 30 ROCKEFELLER PLAZA, NEW YORK, NY 10112 (SCHEDULE 13G/A, 2026-09-04).

FiledHolderPercentFiling
2025-07-17BlackRock, Inc.7.9%SCHEDULE 13G/A
2025-08-13Ariel Investments, LLC5.1%SCHEDULE 13G
2025-11-14T. Rowe Price Associates, Inc.6.9%SCHEDULE 13G/A
2025-11-14Ariel Investments, LLC4.7%SCHEDULE 13G/A
2026-03-06Fmr LLC10.1%SCHEDULE 13G/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-05-01Vanguard Capital Management6.18%SCHEDULE 13G
2026-05-01Vanguard Portfolio Management5.28%SCHEDULE 13G
2026-05-14Ariel Investments, LLC5.2%SCHEDULE 13G
2026-05-15T. Rowe Price Associates, Inc.8.6%SCHEDULE 13G/A
2026-09-04BlackRock, Inc.11.2%SCHEDULE 13G/A

Leader's Advantage Acquisition Corp.

At 5% or more3
Filings3
Latest filing2026-10-30

Leader's Advantage Acquisition Corp. has 3 Schedule 13D or 13G filings on record since 2026-09-21. 3 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
Hsbc Holdings Plc9.8%1,485,000SCHEDULE 13G, 2026-10-302026-09-30
Sculptor Capital LP9.77%1,485,000SCHEDULE 13G, 2026-09-252026-09-21
MMCAP International Inc. SPC8.6%1,285,000SCHEDULE 13G, 2026-09-212026-09-18
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Hsbc Holdings Plc1,485,00001,485,0000SCHEDULE 13G, 2026-10-30
Sculptor Capital LP01,485,00001,485,000SCHEDULE 13G, 2026-09-25
Sculptor Capital II LP01,485,00001,485,000SCHEDULE 13G, 2026-09-25
Sculptor Capital Holding Corp01,485,00001,485,000SCHEDULE 13G, 2026-09-25
Sculptor Capital Holding II LLC01,485,00001,485,000SCHEDULE 13G, 2026-09-25
Sculptor Capital Management, Inc.01,485,00001,485,000SCHEDULE 13G, 2026-09-25
Sculptor Master Fund, Ltd.01,485,00001,485,000SCHEDULE 13G, 2026-09-25
MMCAP International Inc. SPC01,285,00001,285,000SCHEDULE 13G, 2026-09-21
MM Asset Management Inc.01,285,00001,285,000SCHEDULE 13G, 2026-09-21

The latest filing identifies Leader's Advantage Acquisition Corp. by CUSIP G54093128 and gives its principal executive office as 1288 NJ-73, SUITE 401, MT LAUREL TOWNSHIP, NJ 08054 (SCHEDULE 13G, 2026-10-30).

FiledHolderPercentFiling
2026-09-21MMCAP International Inc. SPC8.6%SCHEDULE 13G
2026-09-25Sculptor Capital LP9.77%SCHEDULE 13G
2026-10-30Hsbc Holdings Plc9.8%SCHEDULE 13G
DateRecordFigureOur pageSource
September 21, 2026IPO filing, Form 424B4—IPO filingsSource
September 14, 2026IPO filing, Form S-1/A—IPO filingsSource
August 5, 2026IPO filing, Form S-1/A—IPO filingsSource
June 15, 2026IPO filing, Form S-1—IPO filingsSource

Lument Finance Trust, Inc.

At 5% or more1
Filings1
Latest filing2026-09-11

Lument Finance Trust, Inc. has 1 Schedule 13D or 13G filing on record since 2026-09-11. 1 holder's latest filing reports 5% or more of common stock, $0.01 par value. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Axa S.A.6.4%334,078SCHEDULE 13D/A, 2026-09-112026-09-09
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Axa S.A.—334,078—334,078SCHEDULE 13D/A, 2026-09-11
XL Group Investments Ltd—334,078—334,078SCHEDULE 13D/A, 2026-09-11
XL Bermuda Ltd—334,078—334,078SCHEDULE 13D/A, 2026-09-11

The latest filing identifies Lument Finance Trust, Inc. by CUSIP 55025L306 and gives its principal executive office as 230 PARK AVENUE, 20TH FLOOR, NEW YORK, NY 10169 (SCHEDULE 13D/A, 2026-09-11).

FiledHolderPercentFiling
2026-09-11Axa S.A.6.4%SCHEDULE 13D/A

Marine Petroleum Trust

At 5% or more1
Filings1
Latest filing2026-09-17

Marine Petroleum Trust has 1 Schedule 13D or 13G filing on record since 2026-09-17. 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
Ottie K. Paslay8.1%161,283SCHEDULE 13G, 2026-09-172025-12-18
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Paslay Family, LLC0143,2340143,234SCHEDULE 13G, 2026-09-17
Michael R. Paslay0152,7530152,753SCHEDULE 13G, 2026-09-17
Robert H. Paslay Family Trust0132,3080132,308SCHEDULE 13G, 2026-09-17
Ottie K. Paslay28,975132,30828,975132,308SCHEDULE 13G, 2026-09-17

The latest filing identifies Marine Petroleum Trust by CUSIP 568423107 and gives its principal executive office as ARGENT TRUST COMPANY, 3838 OAK LAWN AVENUE, SUITE 1720, DALLAS, TX 75219 (SCHEDULE 13G, 2026-09-17).

See responses to Item 11 on each cover page. The percentages on each cover page are based on 2,000,000 Units outstanding as of May 14, 2026, which is the total number of Units outstanding as disclosed in the Issuer's Quarterly Report on Form 10-Q filed with the Securities and Exchange Commission on May 14, 2026.Ottie K. Paslay, SCHEDULE 13G, 2026-09-17
FiledHolderPercentFiling
2026-09-17Ottie K. Paslay8.1%SCHEDULE 13G

Postal Realty Trust, Inc.

At 5% or more2
Filings6
Latest filing2026-09-09

Postal Realty Trust, Inc. has 6 Schedule 13D or 13G filings on record since 2025-07-18. 2 holders' latest filing reports 5% or more of class a common stock, par value $0.01 per share. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Fmr LLC11.4%3,152,456SCHEDULE 13G/A, 2026-08-062026-06-30
BlackRock, Inc.6.7%1,594,755SCHEDULE 13G/A, 2025-07-182025-06-30
Andrew Spodek3.2%971,128SCHEDULE 13D/A, 2026-09-092026-09-04
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Fmr LLC3,087,50403,152,4560SCHEDULE 13G/A, 2026-08-06
Abigail P. Johnson003,152,4560SCHEDULE 13G/A, 2026-08-06
Andrew Spodek971,1280971,1280SCHEDULE 13D/A, 2026-09-09
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies Postal Realty Trust, Inc. by CUSIP 73757R102 and gives its principal executive office as 75 Columbia Avenue, Cedarhurst, NY 11516 (SCHEDULE 13D/A, 2026-09-09).

Andrew Spodek

Item 4 of the Original Schedule 13D is hereby amended and supplemented by incorporating the information set forth in Items 5 and 6 below into this Item 4 by reference.Item 4 of the SCHEDULE 13D/A filed 2026-09-09
FiledHolderPercentFiling
2025-07-18BlackRock, Inc.6.7%SCHEDULE 13G/A
2025-08-06Fmr LLC11.8%SCHEDULE 13G/A
2026-02-05Fmr LLC10.3%SCHEDULE 13G/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-08-06Fmr LLC11.4%SCHEDULE 13G/A
2026-09-09Andrew Spodek3.2%SCHEDULE 13D/A

Rainier Acquisition Corporation

At 5% or more3
Filings4
Latest filing2026-11-03

Rainier Acquisition Corporation has 4 Schedule 13D or 13G filings on record since 2026-09-01. 3 holders' latest filing reports 5% or more of units, each consisting of one class a ordinary share and one-quarter of one redeemable warrant to acquire one class a ordinary share. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
683 Capital Management, LLC11.2%862,500SCHEDULE 13G, 2026-09-032026-08-27
Sio Capital Management, LLC5.67%500,000SCHEDULE 13G, 2026-11-032026-09-30
MMCAP International Inc. SPC5.2%400,000SCHEDULE 13G, 2026-09-012026-08-28
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
683 Capital Management, LLC0862,5000862,500SCHEDULE 13G, 2026-09-03
683 Capital Partners, LP0862,5000862,500SCHEDULE 13G, 2026-09-03
Ari Zweiman0862,5000862,500SCHEDULE 13G, 2026-09-03
Sio Capital Management, LLC0500,0000500,000SCHEDULE 13G, 2026-11-03
MMCAP International Inc. SPC0400,0000400,000SCHEDULE 13G, 2026-09-01
MM Asset Management Inc.0400,0000400,000SCHEDULE 13G, 2026-09-01

The latest filing identifies Rainier Acquisition Corporation by CUSIP G73591110 and gives its principal executive office as 1 Penn Plaza, 48th Floor, New York, NY 10119 (SCHEDULE 13G, 2026-11-03).

FiledHolderPercentFiling
2026-09-01MMCAP International Inc. SPC5.2%SCHEDULE 13G
2026-09-03683 Capital Management, LLC11.2%SCHEDULE 13G
2026-09-03683 Capital Management, LLC11.2%SCHEDULE 13G
2026-11-03Sio Capital Management, LLC5.67%SCHEDULE 13G
DateRecordFigureOur pageSource
August 28, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource
August 27, 2026IPO filing, Form 424B4—IPO filingsSource
August 24, 2026IPO filing, Form S-1/A—IPO filingsSource
August 6, 2026IPO filing, Form S-1—IPO filingsSource

Zions Bancorporation, National Association

At 5% or more2
Filings3
Latest filing2026-09-03

Zions Bancorporation, National Association has 3 Schedule 13D or 13G filings on record since 2026-09-03. 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
Vanguard Portfolio Management7.4%10,893,105SCHEDULE 13G, 2026-09-032026-03-31
Vanguard Capital Management5.25%7,735,821SCHEDULE 13G, 2026-09-032026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-09-032026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Portfolio Management37,527010,893,1050SCHEDULE 13G, 2026-09-03
Vanguard Capital Management1,137,53407,735,8210SCHEDULE 13G, 2026-09-03
The Vanguard Group0000SCHEDULE 13G/A, 2026-09-03

The latest filing identifies Zions Bancorporation, National Association by CUSIP 989701107 and gives its principal executive office as 1 South Main Street, Salt Lake City, UT 84133 (SCHEDULE 13G, 2026-09-03).

FiledHolderPercentFiling
2026-09-03The Vanguard Group0%SCHEDULE 13G/A
2026-09-03Vanguard Capital Management5.25%SCHEDULE 13G
2026-09-03Vanguard Portfolio Management7.4%SCHEDULE 13G
DateRecordFigureOur pageSource
September 9, 2026Leadership change: Brian Stringham appointed—Leadership changesSource
June 2, 2026Leadership change: Daniel J. Ryan appointed, Director, and 1 more—Leadership changesSource

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.