As of October 27, 2026, 2 holders' latest Schedule 13D or 13G filings report owning 5% or more of PRIMECAP Odyssey Funds. The largest reported stake is Molinelli Gregory Todd's, at 10.5%. 2 filings are on record since October 26, 2026 (Schedule 13D, October 26, 2026).
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PRIMECAP Odyssey Funds has 2 Schedule 13D or 13G filings on record since 2026-10-26. 2 holders' latest filing reports 5% or more of primecap odyssey discovery etf. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| 10.5% | 80,000 | SCHEDULE 13D, 2026-10-26 | 2026-10-21 | |
| 6.6% | 50,000 | SCHEDULE 13D, 2026-10-26 | 2026-10-22 |
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Purpose of Transaction (Item 4)
Mordecai Alfred Winborne
The purpose of the transaction is for investment purposes only and not for the purpose of changing of influencing control of PRIMECAP Odyssey Discovery ETF ("POMG"). The Reporting Person may seek to acquire additional Shares of POMG and/or may dispose of some or all of their Shares, from time to time, by selling such Shares on the secondary market or otherwise, depending on price, market liquidity, developments affecting POMG.Item 4 of the SCHEDULE 13D filed 2026-10-26
Molinelli Gregory Todd
The purpose of the transaction is for investment purposes only and not for the purpose of changing of influencing control of PRIMECAP Odyssey Discovery ETF ("POMG"). The Reporting Person may seek to acquire additional Shares of POMG and/or may dispose of some or all of their Shares, from time to time, by selling such Shares on the secondary market or otherwise, depending on price, market liquidity, developments affecting POMG.Item 4 of the SCHEDULE 13D filed 2026-10-26
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2026-10-26 | Mordecai Alfred Winborne | 6.6% | SCHEDULE 13D |
| 2026-10-26 | Molinelli Gregory Todd | 10.5% | SCHEDULE 13D |
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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.