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5%+ stakes, week of 2025-07-01

Every new stake of 5% or more reported to the SEC the week of 2025-07-01, and every 13D stating an intent to influence the company, each linked to its filing.

In the week of July 1, 2025, 17 holders filed a new Schedule 13D and 42 a new Schedule 13G reporting 5% or more of a company. The largest stake reported that week is BlackRock Portfolio Management LLC's 100% of iShares Securitized Income Active ETF (Schedule 13G, July 2, 2025).

New 13D17
New 13G42
Stated intents0

The week of 2025-07-01, 17 holders filed a new Schedule 13D and 42 a new Schedule 13G reporting 5% or more of a company, and 0 13D filings stated in Item 4 an intent to influence the company. Open a company for every holder and the purpose each 13D states, quoted.

New Schedule 13D

FiledCompanyHolderPercentFiling
2025-07-03Pelthos Therapeutics Inc. Ligand Pharmaceuticals Incorporated49.9%SCHEDULE 13D
2025-07-03MediaCo Holding Inc.BlackRock Portfolio Management LLC46.1%SCHEDULE 13D
2025-07-01Clearone Inc First Finance Ltd.32.4%SCHEDULE 13D
2025-07-03Yorkville Acquisition Corp. Yorkville Acquisition Sponsor LLC25.88%SCHEDULE 13D
2025-07-01Cantor Equity Partners Iii, Inc. Cantor EP Holdings III, LLC21.3%SCHEDULE 13D
2025-07-01Grown Rogue International Inc. Bengal Catalyst Fund, LP11.8%SCHEDULE 13D
2025-07-01Newegg Commerce, Inc. Galkin Vladimir10.8%SCHEDULE 13D
2025-07-01Commercial Vehicle Group, Inc. Lakeview Opportunity Fund LLC9%SCHEDULE 13D
2025-07-01Alaunos Therapeutics, Inc. Postma Robert W9%SCHEDULE 13D
2025-07-03TripAdvisor Inc Starboard Value LP9%SCHEDULE 13D
2025-07-02Universal Safety Products, Inc. JLA Realty Associates, LLC8.8%SCHEDULE 13D
2025-07-03AppTech Payments Corp. Albert L. Lord8.5%SCHEDULE 13D
2025-07-03Cimpress plc Spruce House Investment Management LLC8.35%SCHEDULE 13D
2025-07-01Investec PLC Standard Bank Of South Africa Ltd6.7%SCHEDULE 13D
2025-07-03Investec PLC Standard Bank Of South Africa Ltd5.5%SCHEDULE 13D
2025-07-03Barnwell Industries Inc Barnwell Industries, Inc. Employees' Pension Plan Trust5.2%SCHEDULE 13D
2025-07-01Truworths International Ltd Standard Bank Of South Africa Ltd5.1%SCHEDULE 13D

New Schedule 13G

FiledCompanyHolderPercentFiling
2025-07-02iShares Securitized Income Active ETF BlackRock Portfolio Management LLC100%SCHEDULE 13G
2025-07-02iShares MSCI Japan Value ETF BlackRock Portfolio Management LLC55.6%SCHEDULE 13G
2025-07-02Perfect Moment Ltd.Bard Associates Inc16.4%SCHEDULE 13G
2025-07-02Ralliant CorporationBlackRock, Inc.14.5%SCHEDULE 13G
2025-07-02Hennessy Sustainable Etf BlackRock Portfolio Management LLC14.4%SCHEDULE 13G
2025-07-02Methanex Corporation Oci N.V.12.9%SCHEDULE 13G
2025-07-02Grupo Cibest S.A.BlackRock, Inc.12.4%SCHEDULE 13G
2025-07-01Linkage Global Inc Zhiqiang Li12.2%SCHEDULE 13G
2025-07-01Innovator ETFs Trust Brookstone Capital Management, LLC11.9%SCHEDULE 13G
2025-07-02Allied Gold Corp BlackRock Portfolio Management LLC11%SCHEDULE 13G
2025-07-02Oragenics IncFive Narrow Lane LP9.99%SCHEDULE 13G
2025-07-03Ascent Solar Technologies, Inc. Mitchell P. Kopin9.99%SCHEDULE 13G
2025-07-03Bone Biologics CorporationMitchell P. Kopin9.99%SCHEDULE 13G
2025-07-01Nano Labs Ltd CVI Investments, Inc.9.9%SCHEDULE 13G
2025-07-01Enzo Biochem Inc Beryl Capital Management LLC9.7%SCHEDULE 13G
2025-07-03Invesco China Technology ETF AdvisorShares Trust9.68%SCHEDULE 13G
2025-07-02Greenland Mines Ltd Austria Capital LLC9.41%SCHEDULE 13G
2025-07-01Surf Air Mobility Inc. CVI Investments, Inc.9.2%SCHEDULE 13G
2025-07-02New Horizon Aircraft Ltd. Brumder William George8.6%SCHEDULE 13G
2025-07-03Wintergreen Acquisition Corp. Feis Equities LLC8.44%SCHEDULE 13G
2025-07-03Eureka Acquisition Corp Feis Equities LLC8.26%SCHEDULE 13G
2025-07-03Sintx Technologies Inc Sinaptic Holdings, LLC7.9%SCHEDULE 13G
2025-07-03DNA X, Inc. CVI Investments, Inc.7.3%SCHEDULE 13G
2025-07-02TMC the metals Co Inc. Korea Zinc Company, Ltd.7.2%SCHEDULE 13G
2025-07-01WW International, Inc. Arini Capital Management Limited6.4%SCHEDULE 13G
2025-07-03RiverNorth Capital & Income Fund, Inc. Css LLC6.31%SCHEDULE 13G
2025-07-01SmartRent, Inc. John Helm6.2%SCHEDULE 13G
2025-07-03Linkage Global Inc Suide Zheng6.1%SCHEDULE 13G
2025-07-01Reviva Pharmaceuticals Holdi CVI Investments, Inc.5.9%SCHEDULE 13G
2025-07-03Yorkville Acquisition Corp. Harraden Circle Investments, LLC5.73%SCHEDULE 13G
2025-07-01Pyxis Oncology, Inc. Millennium Management LLC5.7%SCHEDULE 13G
2025-07-02Modular Medical, Inc. Bard Associates Inc5.6%SCHEDULE 13G
2025-07-01Viemed Healthcare, Inc. Forager Capital Management, LLC5.5%SCHEDULE 13G
2025-07-02INmune Bio Inc. CVI Investments, Inc.5.5%SCHEDULE 13G
2025-07-02Cidara Therapeutics, Inc. Commodore Capital LP5.5%SCHEDULE 13G
2025-07-02Research Solutions, Inc. Poplar Point Capital Management LLC5.48%SCHEDULE 13G
2025-07-03Daktronics, Inc Progeny 3, Inc.5.4%SCHEDULE 13G
2025-07-03Nektar Therapeutics Millennium Management LLC5.4%SCHEDULE 13G
2025-07-01Turning Point Brands, Inc. Divisadero Street Capital Management, LP5.3%SCHEDULE 13G
2025-07-01Vanda Pharmaceuticals Inc. Millennium Management LLC5.3%SCHEDULE 13G
2025-07-01OmniAb, Inc. Robert Goldstein5.3%SCHEDULE 13G
2025-07-03Taysha Gene Therapies, Inc. The Goldman Sachs Group, Inc.5.1%SCHEDULE 13G

Stated intent

No 13D this week stated an intent to influence the company.

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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.

Cite this page

Permanent URL: https://mentionfox.com/stakes/week/2025-27
Last updated 2026-11-10
Primary record: SEC filing 1 · SEC filing 2 · SEC filing 3 · SEC filing 4
5%+ stakes filed the week of 2025-07-01: 17 Schedule 13D, 42 Schedule 13G. MentionFox, 2026-11-10. https://mentionfox.com/stakes/week/2025-27