MentionFox
Home › 5%+ stakes › Finance Insurance and Real Estate (other industry groups), latest filing in October 2026
5%+ stakes

Finance Insurance and Real Estate (other industry groups), latest filing in October 2026

18 companies with 5%+ holders, every filing linked: Aon plc, Belpointe PREP, LLC, Donegal Group Inc, Federal Agricultural Mortgage Corp, FirstService Corp, Hyperliquid Strategies Inc and more. Each section is the company's full record from its filings, newest filings first within each section.

18 companies with 5%+ holders on this page (Finance Insurance and Real Estate (other industry groups), latest filing in October 2026), each linked to its filing, starting with Aon plc, Belpointe PREP, LLC, Donegal Group Inc. Free check on any of them: https://mentionfox.com/check

On this page

Aon plc

At 5% or more2
Filings4
Latest filing2026-10-16

Aon plc has 4 Schedule 13D or 13G filings on record since 2026-03-26. 2 holders' latest filing reports 5% or more of class a ordinary shares of aon plc, $0.01 nominal value. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Vanguard Capital Management7.32%15,687,441SCHEDULE 13G, 2026-04-292026-03-31
Jpmorgan Chase & Co.6.7%14,312,078SCHEDULE 13G/A, 2026-10-162026-09-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Capital Management2,105,685015,687,4410SCHEDULE 13G, 2026-04-29
Jpmorgan Chase & Co.12,672,288242,69014,272,90630,653SCHEDULE 13G/A, 2026-10-16
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies Aon plc by CUSIP G0403H108 and gives its principal executive office as 15 George's Quay, Dublin 2, Ireland D02 VR98 (SCHEDULE 13G/A, 2026-10-16).

FiledHolderPercentFiling
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Capital Management7.32%SCHEDULE 13G
2026-07-16Jpmorgan Chase & Co5.6%SCHEDULE 13G
2026-10-16Jpmorgan Chase & Co.6.7%SCHEDULE 13G/A
DateRecordFigureOur pageSource
August 17, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource

Belpointe PREP, LLC

At 5% or more2
Filings2
Latest filing2026-10-16

Belpointe PREP, LLC has 2 Schedule 13D or 13G filings on record since 2026-01-29. 2 holders' latest filing reports 5% or more of class a units. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management7.03%248,081SCHEDULE 13G/A, 2026-01-292025-12-31
Donnalley David James5.6%219,539SCHEDULE 13G, 2026-10-162026-10-15
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management245,4580248,0810SCHEDULE 13G/A, 2026-01-29
Donnalley David James219,5390219,5390SCHEDULE 13G, 2026-10-16

The latest filing identifies Belpointe PREP, LLC by CUSIP 080694102 and gives its principal executive office as 255 GLENVILLE ROAD, GREENWICH, CT 06831 (SCHEDULE 13G, 2026-10-16).

FiledHolderPercentFiling
2026-01-29Empirical Financial Services, LLC d.b.a. Empirical Wealth Management7.03%SCHEDULE 13G/A
2026-10-16Donnalley David James5.6%SCHEDULE 13G

Donegal Group Inc

At 5% or more1
Filings3
Latest filing2026-10-27

Donegal Group Inc has 3 Schedule 13D or 13G filings on record since 2026-01-21. 1 holder's latest filing reports 5% or more of class a stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Dimensional Fund Advisors LP5.6%1,729,921SCHEDULE 13G/A, 2026-01-212025-12-31
BlackRock, Inc.4.9%1,538,107SCHEDULE 13G/A, 2026-10-272026-09-30
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Dimensional Fund Advisors LP1,699,50801,729,9210SCHEDULE 13G/A, 2026-01-21
BlackRock, Inc.1,491,26801,538,1070SCHEDULE 13G/A, 2026-10-27

The latest filing identifies Donegal Group Inc by CUSIP 257701201 and gives its principal executive office as 1195 River Road P.O. Box 302, Marietta, PA 17547 (SCHEDULE 13G/A, 2026-10-27).

FiledHolderPercentFiling
2026-01-21Dimensional Fund Advisors LP5.6%SCHEDULE 13G/A
2026-07-28BlackRock, Inc.5.1%SCHEDULE 13G
2026-10-27BlackRock, Inc.4.9%SCHEDULE 13G/A

Federal Agricultural Mortgage Corp

At 5% or more2
Filings6
Latest filing2026-10-30

Federal Agricultural Mortgage Corp has 6 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
Matthew 25 Management Corp10.1%104,296SCHEDULE 13G, 2026-10-052026-09-30
Vanguard Capital Management5.15%480,795SCHEDULE 13G, 2026-10-302026-09-30
Fmr LLC3.7%343,617SCHEDULE 13G/A, 2026-02-052025-12-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Matthew 25 Management Corp104,2960104,2960SCHEDULE 13G, 2026-10-05
Vanguard Capital Management69,5010480,7950SCHEDULE 13G, 2026-10-30
Fmr LLC342,2240343,6170SCHEDULE 13G/A, 2026-02-05
Abigail P. Johnson00343,6170SCHEDULE 13G/A, 2026-02-05
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies Federal Agricultural Mortgage Corp by CUSIP 313148306 and gives its principal executive office as 2100 Pennsylvania Ave NW, Suite 450N, Washington, DC 20037 (SCHEDULE 13G, 2026-10-30).

FiledHolderPercentFiling
2025-11-05Fmr LLC5.2%SCHEDULE 13G/A
2026-01-26Matthew 25 Management Corp9.6%SCHEDULE 13G
2026-02-05Fmr LLC3.7%SCHEDULE 13G/A
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-10-05Matthew 25 Management Corp10.1%SCHEDULE 13G
2026-10-30Vanguard Capital Management5.15%SCHEDULE 13G
DateRecordFigureOur pageSource
August 14, 2026Leadership change: Robert J. Maines appointed, Chief Operations Officer—Leadership changesSource
June 8, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource
April 21, 2026Leadership change: Mandy M. Talan appointed, Controller, and 1 more—Leadership changesSource

FirstService Corp

At 5% or more1
Filings4
Latest filing2026-11-06

FirstService Corp has 4 Schedule 13D or 13G filings on record since 2026-05-15. 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
Orbis Investment Management Ltd7.7%3,370,932SCHEDULE 13G/A, 2026-11-062026-10-31
1832 Asset Management L.P.4.7%2,056,214SCHEDULE 13G, 2026-10-212026-09-30
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Orbis Investment Management Ltd3,370,93203,370,9320SCHEDULE 13G/A, 2026-11-06
Orbis Investment Management (U.S.), L.P.1,050,67001,050,6700SCHEDULE 13G/A, 2026-11-06
1832 Asset Management L.P.2,056,21402,056,2140SCHEDULE 13G, 2026-10-21
MD Financial Management Inc.30,169030,1690SCHEDULE 13G, 2026-10-21
Scotia Capital Inc.102,6040102,6040SCHEDULE 13G, 2026-10-21

The latest filing identifies FirstService Corp by CUSIP 33767E202 and gives its principal executive office as 1255 BAY STREET, SUITE 600, TORONTO (SCHEDULE 13G/A, 2026-11-06).

FiledHolderPercentFiling
2026-05-15Orbis Investment Management Ltd7.5%SCHEDULE 13G
2026-08-14Orbis Investment Management Ltd7.3%SCHEDULE 13G/A
2026-10-211832 Asset Management L.P.4.7%SCHEDULE 13G
2026-11-06Orbis Investment Management Ltd7.7%SCHEDULE 13G/A

Hyperliquid Strategies Inc

At 5% or more2
Filings8
Latest filing2026-11-09

Hyperliquid Strategies Inc has 8 Schedule 13D or 13G filings on record since 2025-12-23. 2 holders' 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
BlackRock, Inc.5.2%14,430,697SCHEDULE 13G/A, 2026-10-272026-09-30
The Goldman Sachs Group, Inc.5.1%12,115,117SCHEDULE 13G, 2026-11-092026-09-30
Rorschach Advisors LLC3.87%7,761,860SCHEDULE 13G/A, 2026-08-062026-08-04
D1 Capital Partners L.P.3.2%6,342,600SCHEDULE 13G/A, 2026-08-142026-06-30
Rorschach Capital LLC0.05%64,744SCHEDULE 13G, 2026-01-052025-12-02
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
BlackRock, Inc.14,069,284014,430,6970SCHEDULE 13G/A, 2026-10-27
The Goldman Sachs Group, Inc.012,115,024012,115,117SCHEDULE 13G, 2026-11-09
Goldman Sachs & Co. LLC012,115,024012,115,117SCHEDULE 13G, 2026-11-09
Rorschach Advisors LLC7,761,86007,761,8600SCHEDULE 13G/A, 2026-08-06
D1 Capital Partners L.P.06,342,60006,342,600SCHEDULE 13G/A, 2026-08-14
Daniel Sundheim06,342,60006,342,600SCHEDULE 13G/A, 2026-08-14

The latest filing identifies Hyperliquid Strategies Inc by CUSIP 44916Y106 and gives its principal executive office as 477 Madison Avenue, 22nd Floor, New York (SCHEDULE 13G, 2026-11-09).

FiledHolderPercentFiling
2025-12-23Rorschach Advisors LLC9.99%SCHEDULE 13G
2026-01-05Rorschach Capital LLC0.05%SCHEDULE 13G
2026-02-17D1 Capital Partners L.P.6.3%SCHEDULE 13G
2026-07-28BlackRock, Inc.7.3%SCHEDULE 13G
2026-08-06Rorschach Advisors LLC3.87%SCHEDULE 13G/A
2026-08-14D1 Capital Partners L.P.3.2%SCHEDULE 13G/A
2026-10-27BlackRock, Inc.5.2%SCHEDULE 13G/A
2026-11-09The Goldman Sachs Group, Inc.5.1%SCHEDULE 13G
DateRecordFigureOur pageSource
June 26, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource

Innovative Industrial Properties Inc

At 5% or more3
Filings6
Latest filing2026-10-27

Innovative Industrial Properties Inc has 6 Schedule 13D or 13G filings on record since 2025-07-17. 3 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.17.7%4,884,245SCHEDULE 13G/A, 2026-10-272026-09-30
Vanguard Portfolio Management10.38%2,862,469SCHEDULE 13G/A, 2026-09-042026-08-31
Vanguard Capital Management5.25%1,477,522SCHEDULE 13G, 2026-04-302026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
BlackRock, Inc.4,782,32904,884,2450SCHEDULE 13G/A, 2026-10-27
Vanguard Portfolio Management12,09202,862,4690SCHEDULE 13G/A, 2026-09-04
Vanguard Capital Management235,36001,477,5220SCHEDULE 13G, 2026-04-30

The latest filing identifies Innovative Industrial Properties Inc by CUSIP 45781V101 and gives its principal executive office as 1389 CENTER DRIVE, SUITE 200, PARK CITY, UT 84098 (SCHEDULE 13G/A, 2026-10-27).

FiledHolderPercentFiling
2025-07-17BlackRock, Inc.16.7%SCHEDULE 13G/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Portfolio Management9.73%SCHEDULE 13G
2026-04-30Vanguard Capital Management5.25%SCHEDULE 13G
2026-09-04Vanguard Portfolio Management10.38%SCHEDULE 13G/A
2026-10-27BlackRock, Inc.17.7%SCHEDULE 13G/A

Invitation Homes, Inc.

At 5% or more2
Filings6
Latest filing2026-10-07

Invitation Homes, Inc. has 6 Schedule 13D or 13G filings on record since 2026-02-13. 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 Management8.25%49,469,555SCHEDULE 13G, 2026-04-292026-03-31
Vanguard Capital Management7.23%43,361,565SCHEDULE 13G, 2026-04-302026-03-31
Cohen & Steers, Inc.4.64%27,412,120SCHEDULE 13G/A, 2026-10-072026-09-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Portfolio Management74,252049,469,5550SCHEDULE 13G, 2026-04-29
Vanguard Capital Management6,187,639043,361,5650SCHEDULE 13G, 2026-04-30
Cohen & Steers, Inc.22,486,259027,412,1200SCHEDULE 13G/A, 2026-10-07
Cohen & Steers Capital Management, Inc.22,325,890027,061,7290SCHEDULE 13G/A, 2026-10-07
Cohen & Steers UK Limited81,2340271,2560SCHEDULE 13G/A, 2026-10-07
Cohen & Steers Asia Limited0000SCHEDULE 13G/A, 2026-10-07
Cohen & Steers Ireland Limited8,371079,1350SCHEDULE 13G/A, 2026-10-07

The latest filing identifies Invitation Homes, Inc. by CUSIP 46187W107 and gives its principal executive office as 5420 LBJ Freeway, Suite 600, Dallas, TX 75240 (SCHEDULE 13G/A, 2026-10-07).

FiledHolderPercentFiling
2026-02-13Cohen & Steers, Inc.9.37%SCHEDULE 13G/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Portfolio Management8.25%SCHEDULE 13G
2026-04-30Vanguard Capital Management7.23%SCHEDULE 13G
2026-05-15Cohen & Steers, Inc.5.98%SCHEDULE 13G/A
2026-10-07Cohen & Steers, Inc.4.64%SCHEDULE 13G/A

iShares Bitcoin Premium Income ETF

At 5% or more1
Filings3
Latest filing2026-10-27

iShares Bitcoin Premium Income ETF has 3 Schedule 13D or 13G filings on record since 2026-07-08. 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 Portfolio Management LLC13.3%200,000SCHEDULE 13G/A, 2026-10-272026-09-30
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
BlackRock Portfolio Management LLC00200,0000SCHEDULE 13G/A, 2026-10-27

The latest filing identifies iShares Bitcoin Premium Income ETF by CUSIP 46439G108 and gives its principal executive office as 400 HOWARD STREET, SAN FRANCISCO, CA 94105 (SCHEDULE 13G/A, 2026-10-27).

FiledHolderPercentFiling
2026-07-08BlackRock Portfolio Management LLC34.5%SCHEDULE 13G
2026-08-06BlackRock Portfolio Management LLC17.2%SCHEDULE 13G/A
2026-10-27BlackRock Portfolio Management LLC13.3%SCHEDULE 13G/A

iShares S&P GSCI Commodity-Indexed Trust

At 5% or more1
Filings2
Latest filing2026-10-27

iShares S&P GSCI Commodity-Indexed Trust has 2 Schedule 13D or 13G filings on record since 2026-09-04. 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 Portfolio Management LLC9.4%2,703,324SCHEDULE 13G/A, 2026-10-272026-09-30
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
BlackRock Portfolio Management LLC2,646,14602,703,3240SCHEDULE 13G/A, 2026-10-27

The latest filing identifies iShares S&P GSCI Commodity-Indexed Trust by CUSIP 46428R107 and gives its principal executive office as 400 HOWARD STREET, SAN FRANCISCO, CA 94105 (SCHEDULE 13G/A, 2026-10-27).

FiledHolderPercentFiling
2026-09-04BlackRock Portfolio Management LLC10.4%SCHEDULE 13G
2026-10-27BlackRock Portfolio Management LLC9.4%SCHEDULE 13G/A
DateRecordFigureOur pageSource
March 31, 2026Leadership change: Jay Jacobs appointed, and 2 more—Leadership changesSource

iShares Staked Ethereum Trust ETF

At 5% or more1
Filings4
Latest filing2026-10-05

iShares Staked Ethereum Trust ETF has 4 Schedule 13D or 13G filings on record since 2026-04-07. 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 Portfolio Management LLC9%3,085,000SCHEDULE 13G/A, 2026-10-052026-09-30
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
BlackRock Portfolio Management LLC003,085,0000SCHEDULE 13G/A, 2026-10-05

The latest filing identifies iShares Staked Ethereum Trust ETF by CUSIP 46438M106 and gives its principal executive office as c/o iShares Delaware Trust Sponsor LLC 4, SAN FRANCISCO, CA 94105 (SCHEDULE 13G/A, 2026-10-05).

FiledHolderPercentFiling
2026-04-07BlackRock Portfolio Management LLC26.5%SCHEDULE 13G
2026-05-06BlackRock Portfolio Management LLC19.4%SCHEDULE 13G/A
2026-07-17BlackRock Portfolio Management LLC17.9%SCHEDULE 13G/A
2026-10-05BlackRock Portfolio Management LLC9%SCHEDULE 13G/A
DateRecordFigureOur pageSource
March 31, 2026Leadership change: Jay Jacobs appointed, and 2 more—Leadership changesSource

Marcus And Millichap Inc

At 5% or more4
Filings6
Latest filing2026-10-27

Marcus And Millichap Inc has 6 Schedule 13D or 13G filings on record since 2026-02-12. 4 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.8.9%3,360,950SCHEDULE 13G/A, 2026-10-272026-09-30
Vanguard Portfolio Management6.76%2,577,259SCHEDULE 13G, 2026-04-292026-03-31
Schroder Investment Management Group6%2,285,406SCHEDULE 13G, 2026-08-122026-06-30
Pzena Investment Management LLC5.3%2,012,763SCHEDULE 13G, 2026-04-172026-03-31
Reinhart Partners, LLC.SCHEDULE 13G/A, 2026-02-122025-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
BlackRock, Inc.3,300,18603,360,9500SCHEDULE 13G/A, 2026-10-27
Vanguard Portfolio Management9,21302,577,2590SCHEDULE 13G, 2026-04-29
Schroder Investment Management Group362,4130362,4130SCHEDULE 13G, 2026-08-12
Schroder Investment Management Limited362,4130362,4130SCHEDULE 13G, 2026-08-12
Schroder Investment Management North America Inc.53705370SCHEDULE 13G, 2026-08-12
Schroder Investment Management (Europe) S.A.0000SCHEDULE 13G, 2026-08-12
Pzena Investment Management LLC1,552,37202,012,7630SCHEDULE 13G, 2026-04-17

The latest filing identifies Marcus And Millichap Inc by CUSIP 566324109 and gives its principal executive office as 23975 PARK SORRENTO, SUITE 400, CALABASAS, CA 91302 (SCHEDULE 13G/A, 2026-10-27).

FiledHolderPercentFiling
2026-02-12Reinhart Partners, LLC.SCHEDULE 13G/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-17Pzena Investment Management LLC5.3%SCHEDULE 13G
2026-04-29Vanguard Portfolio Management6.76%SCHEDULE 13G
2026-08-12Schroder Investment Management Group6%SCHEDULE 13G
2026-10-27BlackRock, Inc.8.9%SCHEDULE 13G/A

Rli Corp

At 5% or more4
Filings5
Latest filing2026-10-27

Rli Corp has 5 Schedule 13D or 13G filings on record since 2026-02-13. 4 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.8.9%8,187,471SCHEDULE 13G/A, 2026-10-272026-09-30
Kayne Anderson Rudnick Investment Management, LLC7.9%7,297,517SCHEDULE 13G/A, 2026-02-132025-12-31
Vanguard Portfolio Management5.22%4,805,700SCHEDULE 13G, 2026-04-292026-03-31
Vanguard Capital Management5.22%4,804,363SCHEDULE 13G, 2026-04-302026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
BlackRock, Inc.7,957,86808,187,4710SCHEDULE 13G/A, 2026-10-27
Vanguard Portfolio Management10,50404,805,7000SCHEDULE 13G, 2026-04-29
Vanguard Capital Management693,42004,804,3630SCHEDULE 13G, 2026-04-30
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies Rli Corp by CUSIP 749607107 and gives its principal executive office as 9025 N. LINDBERGH DRIVE, PEORIA, IL 61615 (SCHEDULE 13G/A, 2026-10-27).

FiledHolderPercentFiling
2026-02-13Kayne Anderson Rudnick Investment Management, LLC7.9%SCHEDULE 13G/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Portfolio Management5.22%SCHEDULE 13G
2026-04-30Vanguard Capital Management5.22%SCHEDULE 13G
2026-10-27BlackRock, Inc.8.9%SCHEDULE 13G/A
DateRecordFigureOur pageSource
July 15, 2026Leadership change: James H. Bradshaw appointed, Director, and 1 more—Leadership changesSource
June 25, 2026Leadership change: Michael Angelina departs—Leadership changesSource

Sei Investments Company

At 5% or more3
Filings9
Latest filing2026-10-27

Sei Investments Company has 9 Schedule 13D or 13G filings on record since 2025-07-16. 3 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.7.9%9,446,264SCHEDULE 13G/A, 2026-10-272026-09-30
Loomis, Sayles & Co., L.P.7.04%8,462,121SCHEDULE 13G/A, 2026-08-142026-06-30
Vanguard Portfolio Management5.02%6,138,027SCHEDULE 13G, 2026-04-292026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
BlackRock, Inc.9,177,47709,446,2640SCHEDULE 13G/A, 2026-10-27
Loomis, Sayles & Co., L.P.6,989,367000SCHEDULE 13G/A, 2026-08-14
Vanguard Portfolio Management12,38406,138,0270SCHEDULE 13G, 2026-04-29

The latest filing identifies Sei Investments Company by CUSIP 784117103 and gives its principal executive office as 1 FREEDOM VALLEY DRIVE, OAKS, PA 19456-1100 (SCHEDULE 13G/A, 2026-10-27).

FiledHolderPercentFiling
2025-07-16BlackRock, Inc.6.8%SCHEDULE 13G/A
2025-08-13Loomis, Sayles & Co., L.P.7.14%SCHEDULE 13G/A
2025-11-13Loomis, Sayles & Co., L.P.7.26%SCHEDULE 13G/A
2026-02-12Loomis, Sayles & Co., L.P.7.19%SCHEDULE 13G/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Portfolio Management5.02%SCHEDULE 13G
2026-05-14Loomis, Sayles & Co., L.P.7.1%SCHEDULE 13G/A
2026-08-14Loomis, Sayles & Co., L.P.7.04%SCHEDULE 13G/A
2026-10-27BlackRock, Inc.7.9%SCHEDULE 13G/A

Soluna Holdings Inc

At 5% or more2
Filings9
Latest filing2026-10-27

Soluna Holdings Inc has 9 Schedule 13D or 13G filings on record since 2025-07-18. 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
Generate Strategic Credit Master Fund I-B, L.P.9.99%3,345,829SCHEDULE 13G, 2025-09-182025-09-12
Bugbee Robert L9.8%15,414,507SCHEDULE 13G, 2026-08-052026-08-05
BlackRock, Inc.4.1%10,077,127SCHEDULE 13G/A, 2026-10-272026-09-30
Alpha Capital Anstalt1.53%1,045,318SCHEDULE 13G/A, 2025-11-122025-09-30
Mitchell P. Kopin0%0SCHEDULE 13G/A, 2025-11-072025-09-30
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Bugbee Robert L15,414,507015,414,5070SCHEDULE 13G, 2026-08-05
BlackRock, Inc.9,922,466010,077,1270SCHEDULE 13G/A, 2026-10-27

The latest filing identifies Soluna Holdings Inc by CUSIP 583543301 and gives its principal executive office as 325 Washington Avenue Extension, Albany, NY 12205 (SCHEDULE 13G/A, 2026-10-27).

FiledHolderPercentFiling
2025-07-18Mitchell P. Kopin9.99%SCHEDULE 13G
2025-09-18Generate Strategic Credit Master Fund I-B, L.P.9.99%SCHEDULE 13G
2025-11-07Mitchell P. Kopin0%SCHEDULE 13G/A
2025-11-12Alpha Capital Anstalt1.53%SCHEDULE 13G/A
2026-02-11Bugbee Robert L9.3%SCHEDULE 13G
2026-05-26Bugbee Robert L8.5%SCHEDULE 13G
2026-07-30BlackRock, Inc.5.3%SCHEDULE 13G
2026-08-05Bugbee Robert L9.8%SCHEDULE 13G
2026-10-27BlackRock, Inc.4.1%SCHEDULE 13G/A

Tejon Ranch Co.

At 5% or more2
Filings7
Latest filing2026-11-04

Tejon Ranch Co. has 7 Schedule 13D or 13G filings on record since 2025-07-23. 2 holders' latest filing reports 5% or more of common stock, $0.50 par value. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Nitor Capital Management, LLC7.2%1,948,806SCHEDULE 13G/A, 2026-11-042026-09-30
Horizon Kinetics Asset Management LLC7.1%1,913,978SCHEDULE 13G/A, 2025-11-102025-09-22
Dimensional Fund Advisors LP4.7%1,280,586SCHEDULE 13G/A, 2026-10-082026-09-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Nitor Capital Management, LLC01,948,80601,948,806SCHEDULE 13G/A, 2026-11-04
David Spier01,948,80601,948,806SCHEDULE 13G/A, 2026-11-04
Dimensional Fund Advisors LP1,254,94001,280,5860SCHEDULE 13G/A, 2026-10-08
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies Tejon Ranch Co. by CUSIP 879080109 and gives its principal executive office as 4436 Lebec Road, PO Box 1000, Lebec, CA 93243 (SCHEDULE 13G/A, 2026-11-04).

FiledHolderPercentFiling
2025-07-23Horizon Kinetics Asset Management LLC6.1%SCHEDULE 13G
2025-11-10Horizon Kinetics Asset Management LLC7.1%SCHEDULE 13G/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-05-05Nitor Capital Management LLC6.2%SCHEDULE 13G
2026-07-14Dimensional Fund Advisors LP5.1%SCHEDULE 13G/A
2026-10-08Dimensional Fund Advisors LP4.7%SCHEDULE 13G/A
2026-11-04Nitor Capital Management, LLC7.2%SCHEDULE 13G/A

Virtus Investment Partners, Inc.

At 5% or more4
Filings9
Latest filing2026-11-05

Virtus Investment Partners, Inc. has 9 Schedule 13D or 13G filings on record since 2025-07-18. 4 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.15.1%1,001,616SCHEDULE 13G/A, 2026-10-272026-09-30
State Street Corporation6.6%438,734SCHEDULE 13G, 2026-05-122026-03-31
Vanguard Portfolio Management5.74%380,322SCHEDULE 13G/A, 2026-10-302026-09-30
Dimensional Fund Advisors LP5.6%369,858SCHEDULE 13G, 2026-10-082026-09-30
Victory Capital Management Inc0.13%8,421SCHEDULE 13G/A, 2026-11-052026-09-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
BlackRock, Inc.983,88901,001,6160SCHEDULE 13G/A, 2026-10-27
State Street Corporation0419,3050438,734SCHEDULE 13G, 2026-05-12
Vanguard Portfolio Management5,8480380,3220SCHEDULE 13G/A, 2026-10-30
Dimensional Fund Advisors LP362,7710369,8580SCHEDULE 13G, 2026-10-08
Victory Capital Management Inc8,42108,4210SCHEDULE 13G/A, 2026-11-05

The latest filing identifies Virtus Investment Partners, Inc. by CUSIP 92828Q109 and gives its principal executive office as ONE FINANCIAL PLAZA, 26TH FLOOR, Hartford, CT 06103 (SCHEDULE 13G/A, 2026-11-05).

FiledHolderPercentFiling
2025-07-18BlackRock, Inc.14%SCHEDULE 13G/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Portfolio Management7.32%SCHEDULE 13G
2026-05-12State Street Corporation6.6%SCHEDULE 13G
2026-07-24Victory Capital Management, Inc.5.03%SCHEDULE 13G
2026-10-08Dimensional Fund Advisors LP5.6%SCHEDULE 13G
2026-10-27BlackRock, Inc.15.1%SCHEDULE 13G/A
2026-10-30Vanguard Portfolio Management5.74%SCHEDULE 13G/A
2026-11-05Victory Capital Management Inc0.13%SCHEDULE 13G/A
DateRecordFigureOur pageSource
August 20, 2026Leadership change: John T. Boyce appointed, Director—Leadership changesSource
March 1, 2026Acquired 56% of the equity of Keystone National Group, LLC$200MAcquisitionSource

Zcash ETF

At 5% or more1
Filings2
Latest filing2026-10-06

Zcash ETF has 2 Schedule 13D or 13G filings on record since 2026-09-25. 1 holder's latest filing reports 5% or more of the zcash etf. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Karminski Michal Adam100%726,553SCHEDULE 13G/A, 2026-10-062026-10-05
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Karminski Michal Adam726,553—726,553—SCHEDULE 13G/A, 2026-10-06

The latest filing identifies Zcash ETF by CUSIP 38964G108 and gives its principal executive office as 290 HARBOR DRIVE, STAMFORD, CT 06902 (SCHEDULE 13G/A, 2026-10-06).

FiledHolderPercentFiling
2026-09-25Karminski Michal Adam100%SCHEDULE 13G
2026-10-06Karminski Michal Adam100%SCHEDULE 13G/A
DateRecordFigureOur pageSource
July 2, 2026Leadership change filing (Form 8-K, Item 5.02)—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.

All 5%+ stakes

RSS