New 13D16
New 13G86
Stated intents1
The week of 2025-07-07, 16 holders filed a new Schedule 13D and 86 a new Schedule 13G reporting 5% or more of a company, and 1 13D filing 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
| Filed | Company | Holder | Percent | Filing |
|---|---|---|---|---|
| 2025-07-08 | Eagle Point Defensive Income Trust | Eagle Point Credit Management LLC | 100% | SCHEDULE 13D |
| 2025-07-09 | Abundia Global Impact Group, Inc. | Abundia Financial, LLC | 81.9% | SCHEDULE 13D |
| 2025-07-08 | Icon Energy Corp | Atlantis Holding Corp. | 77.9% | SCHEDULE 13D |
| 2025-07-08 | Rocket Cos Inc-Class A | Daniel Gilbert | 76.45% | SCHEDULE 13D |
| 2025-07-07 | Cohen Circle Acquisition Corp. II | Cohen Circle Sponsor II, LLC | 26.28% | SCHEDULE 13D |
| 2025-07-08 | NMP Acquisition Corp. | Next Move Capital LLC | 22.8% | SCHEDULE 13D |
| 2025-07-07 | FIGX Capital Acquisition Corp. | FIGX Acquisition Partners LLC | 21.5% | SCHEDULE 13D |
| 2025-07-09 | Ads-Tec Energy Public Ltd Co | Lucerne Capital Management LP | 20.5% | SCHEDULE 13D |
| 2025-07-11 | TaskUs, Inc. | Think Investments LP | 19.8% | SCHEDULE 13D |
| 2025-07-07 | Bunge Global SA | Glencore plc | 16.4% | SCHEDULE 13D |
| 2025-07-08 | Bunge Global SA | Canada Pension Plan Investment Board | 13.1% | SCHEDULE 13D |
| 2025-07-08 | Blue Gold Ltd | Andrew Cavaghan | 13% | SCHEDULE 13D |
| 2025-07-10 | Jack In The Box Inc | Biglari Holdings Inc. | 9.98% | SCHEDULE 13D |
| 2025-07-10 | Equity Bancshares Inc - Cl A | Fergeson Capital, LLC | 9.88% | SCHEDULE 13D |
| 2025-07-08 | PureCycle Technologies, Inc. | Longview Asset Management, LLC | 6.2% | SCHEDULE 13D |
| 2025-07-11 | Blaize Holdings | Dinakar Munagala | 5.4% | SCHEDULE 13D |
New Schedule 13G
| Filed | Company | Holder | Percent | Filing |
|---|---|---|---|---|
| 2025-07-08 | Advisors' Inner Circle Fund III | Brown Advisory Inc | 100% | SCHEDULE 13G |
| 2025-07-08 | Advisors' Inner Circle Fund III | Brown Advisory Inc | 100% | SCHEDULE 13G |
| 2025-07-09 | Armlogi Holding Corp. | Aidy Chou | 63.7% | SCHEDULE 13G |
| 2025-07-07 | First Trust Exchange-Traded AlphaDEX(R) Fund II | First Trust Portfolios L.P. | 43.51% | SCHEDULE 13G |
| 2025-07-07 | Pacer Funds Trust | Truist Financial Corp | 38.8% | SCHEDULE 13G |
| 2025-07-08 | Hudson Pacific Properties, Inc. | Cohen & Steers, Inc. | 17.02% | SCHEDULE 13G |
| 2025-07-07 | Macrogenics, Inc. | Bellevue Group AG | 15.7% | SCHEDULE 13G |
| 2025-07-07 | Linkage Global Inc | Shubiao Shi | 15.2% | SCHEDULE 13G |
| 2025-07-08 | Ww International, Inc. | Aristeia Capital, L.L.C. | 13.95% | SCHEDULE 13G |
| 2025-07-07 | Blackrock Core Bond Trust | Sit Investment Associates, Inc. | 13.9% | SCHEDULE 13G |
| 2025-07-11 | Datacentrex, Inc. | American Ventures LLC, Series V TZUP I | 12.78% | SCHEDULE 13G |
| 2025-07-08 | Ocular Therapeutix, Inc | Fmr LLC | 12.3% | SCHEDULE 13G |
| 2025-07-07 | Ralliant Corporation | The Vanguard Group | 11.65% | SCHEDULE 13G |
| 2025-07-08 | AGF U.S. Market Neutral Anti-Beta Fund | Fmr LLC | 11.6% | SCHEDULE 13G |
| 2025-07-11 | Datacentrex, Inc. | Valkyrie X LLC, Series VII TZUP I | 11.07% | SCHEDULE 13G |
| 2025-07-08 | Crescent Biopharma, Inc. | Fmr LLC | 10.2% | SCHEDULE 13G |
| 2025-07-08 | Cannabist Co Holdings Inc. | Bank of Montreal | 10.02% | SCHEDULE 13G |
| 2025-07-08 | Omada Health, Inc. | Fmr LLC | 10% | SCHEDULE 13G |
| 2025-07-10 | X Financial | Legend Architecture Consultant Limited | 10% | SCHEDULE 13G |
| 2025-07-08 | 1RT Acquisition Corp. | Harraden Circle Investments, LLC | 9.99% | SCHEDULE 13G |
| 2025-07-08 | Aptevo Therapeutics Inc. | YA II PN, Ltd. | 9.99% | SCHEDULE 13G |
| 2025-07-08 | Geovax Labs, Inc. | Mitchell P. Kopin | 9.99% | SCHEDULE 13G |
| 2025-07-07 | LQR House Inc. | Leshner Robert | 9.9% | SCHEDULE 13G |
| 2025-07-08 | Pelthos Therapeutics Inc. | 3i, LP | 9.9% | SCHEDULE 13G |
| 2025-07-09 | Netcapital Inc. | 3i, LP | 9.9% | SCHEDULE 13G |
| 2025-07-09 | Lion Group Holding Ltd | ATW Opportunities Master Fund, L.P. | 9.9% | SCHEDULE 13G |
| 2025-07-07 | NMP Acquisition Corp. | Feis Equities LLC | 9.54% | SCHEDULE 13G |
| 2025-07-07 | Nano Labs Ltd | Kenneth Griffin | 9.5% | SCHEDULE 13G |
| 2025-07-07 | Ontrak Inc | Bigger Michael | 9.17% | SCHEDULE 13G |
| 2025-07-09 | Vendome Acquisition Corp I | Sculptor Capital LP | 9% | SCHEDULE 13G |
| 2025-07-11 | Upexi, Inc. | Attestor Value Master Fund LP | 9% | SCHEDULE 13G |
| 2025-07-08 | Forte Biosciences, Inc. | Federated Hermes, Inc. | 8.78% | SCHEDULE 13G |
| 2025-07-08 | Cohen Circle Acquisition Corp. II | Harraden Circle Investments, LLC | 8.72% | SCHEDULE 13G |
| 2025-07-07 | 1RT Acquisition Corp. | Point72 Asset Management, L.P. | 8.7% | SCHEDULE 13G |
| 2025-07-09 | Genius Group Ltd | Roger James Hamilton | 8.5% | SCHEDULE 13G |
| 2025-07-09 | Armlogi Holding Corp. | Tong Wu | 8.2% | SCHEDULE 13G |
| 2025-07-11 | Liquidia Corp | Dapice Joshua J. | 8% | SCHEDULE 13G |
| 2025-07-07 | Evolent Health, Inc. | Durable Capital Partners LP | 7.8% | SCHEDULE 13G |
| 2025-07-09 | Actelis Networks, Inc. | Mitchell P. Kopin | 7.6% | SCHEDULE 13G |
| 2025-07-09 | KKR Asset-Based Income Fund | Standard Chartered Bank Korea Limited as Trustee for PineStreet Global Corporate FoF 39 | 7.5% | SCHEDULE 13G |
| 2025-07-09 | Nektar Therapeutics | Bvf Partners L P | 7.4% | SCHEDULE 13G |
| 2025-07-09 | IGM Biosciences, Inc. | Glazer Capital, LLC | 7.3% | SCHEDULE 13G |
| 2025-07-07 | DNA X, Inc. | L1 Capital Global Opportunities Master Fund, Ltd. | 7.28% | SCHEDULE 13G |
| 2025-07-07 | Cornerstone Total Return Fund Inc | Sit Investment Associates, Inc. | 7.2% | SCHEDULE 13G |
| 2025-07-09 | Trevi Therapeutics Inc | Rubric Capital Management LP | 7.12% | SCHEDULE 13G |
| 2025-07-09 | Netcapital Inc. | Mitchell P. Kopin | 7.1% | SCHEDULE 13G |
| 2025-07-08 | Indigo Acquisition Corp. | Harraden Circle Investments, LLC | 7% | SCHEDULE 13G |
| 2025-07-08 | Amc Entertainment Holdings, Inc. | Discovery Capital Management, LLC | 6.8% | SCHEDULE 13G |
| 2025-07-10 | Celldex Therapeutics, Inc. | Point72 Asset Management, L.P. | 6.7% | SCHEDULE 13G |
| 2025-07-11 | Columbus Acquisition Corp/Cayman Islands | Wolverine Asset Management LLC | 6.69% | SCHEDULE 13G |
| 2025-07-09 | Bab, Inc. | Camelot Event-Driven Advisors LLC | 6.6% | SCHEDULE 13G |
| 2025-07-10 | High Wire Networks, Inc. | Mast Hill Fund, L.P. | 6.59% | SCHEDULE 13G |
| 2025-07-11 | Mountain Lake Acquisition Corp. | Wolverine Asset Management LLC | 6.53% | SCHEDULE 13G |
| 2025-07-11 | BEST SPAC I Acquisition Corp. | Wolverine Asset Management LLC | 6.51% | SCHEDULE 13G |
| 2025-07-10 | International Money Express Inc | Forager Capital Management, LLC | 6.5% | SCHEDULE 13G |
| 2025-07-11 | Cogent Biosciences, Inc. | Deerfield Mgmt, L.P. | 6.49% | SCHEDULE 13G |
| 2025-07-11 | Odysseus (Cayman) Ltd | Wolverine Asset Management LLC | 6.26% | SCHEDULE 13G |
| 2025-07-09 | Blue Gold Ltd | RCF VII Sponsor LLC | 6.2% | SCHEDULE 13G |
| 2025-07-09 | Solitario Resources Corp. | Wexford Capital LP | 6.18% | SCHEDULE 13G |
| 2025-07-07 | Agios Pharmaceuticals, Inc. | Bellevue Group AG | 6.1% | SCHEDULE 13G |
| 2025-07-11 | Luminar Technologies, Inc. | Capital Ventures International | 6.1% | SCHEDULE 13G |
| 2025-07-07 | Geovax Labs, Inc. | L1 Capital Global Opportunities Master Fund, Ltd. | 5.86% | SCHEDULE 13G |
| 2025-07-08 | Protagenic Therapeutics, Inc.\new | Bigger Capital Fund L P | 5.75% | SCHEDULE 13G |
| 2025-07-11 | RF Acquisition Corp II | Wolverine Asset Management LLC | 5.75% | SCHEDULE 13G |
| 2025-07-08 | Roma Green Finance Limited | Eastern Pearl Capital SPC - Eastern Pearl Caelus Fund SP | 5.66% | SCHEDULE 13G |
| 2025-07-07 | Ellsworth Growth and Income | Sit Investment Associates, Inc. | 5.6% | SCHEDULE 13G |
| 2025-07-07 | Western Asset Investment Grade Opportunity Trust Inc. | Sit Investment Associates, Inc. | 5.6% | SCHEDULE 13G |
| 2025-07-09 | Investar Holding Corp | Bay Pond Partners, L.P. | 5.6% | SCHEDULE 13G |
| 2025-07-08 | Scantech AI Systems Inc | Shanchun Huang | 5.49% | SCHEDULE 13G |
| 2025-07-08 | FACT II Acquisition Corp. | Tenor Capital Management Company, L.P. | 5.4% | SCHEDULE 13G |
| 2025-07-09 | Zevia PBC | Divisadero Street Capital Management, LP | 5.4% | SCHEDULE 13G |
| 2025-07-09 | Transalta Corp | Rubric Capital Management LP | 5.38% | SCHEDULE 13G |
| 2025-07-11 | ZoomInfo Technologies Inc. | Glenview Capital Management, LLC | 5.35% | SCHEDULE 13G |
| 2025-07-07 | 1RT Acquisition Corp. | Saba Capital Management, L.P. | 5.33% | SCHEDULE 13G |
| 2025-07-10 | Alignment Healthcare Inc | Kenneth Griffin | 5.3% | SCHEDULE 13G |
| 2025-07-07 | Tat Technologies Ltd | Phoenix Financial Ltd. | 5.22% | SCHEDULE 13G |
| 2025-07-08 | Savara Inc. | Venrock Healthcare Capital Partners III, L.P. | 5.2% | SCHEDULE 13G |
| 2025-07-11 | AA Mission Acquisition Corp. | Wolverine Asset Management LLC | 5.19% | SCHEDULE 13G |
| 2025-07-07 | Eaton Vance Ltd Duration Income Fund | Sit Investment Associates, Inc. | 5.1% | SCHEDULE 13G |
| 2025-07-07 | Flaherty & Crumrine Preferred & Income Opportunity Fund Inc | Sit Investment Associates, Inc. | 5.1% | SCHEDULE 13G |
| 2025-07-07 | John Hancock Investors Trust | Sit Investment Associates, Inc. | 5.1% | SCHEDULE 13G |
| 2025-07-10 | JOINT Corp | Skylands Capital, LLC | 5.1% | SCHEDULE 13G |
| 2025-07-11 | Jasper Therapeutics, Inc. | Kingdon Capital Management, L.L.C. | 5.1% | SCHEDULE 13G |
| 2025-07-07 | Central Garden & Pet Company | Geode Capital Holdings LLC | 5.04% | SCHEDULE 13G |
| 2025-07-08 | SRIVARU Holding Ltd | Corley Thomas John | 5% | SCHEDULE 13G |
| 2025-07-11 | First Trust Exchange-Traded Fund VI | Truist Financial Corp | 5% | SCHEDULE 13G |
Stated intent
| Filed | Company | Holder | Percent | Filing |
|---|---|---|---|---|
| 2025-07-11 | FONAR Corp | Timothy Raymond Damadian intent stated | 1.9% | 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.