In the week of September 2, 2025, 9 holders filed a new Schedule 13D and 38 a new Schedule 13G reporting 5% or more of a company, and 2 13D filings stated an intent to influence the company. The largest stake reported that week is BlackRock Portfolio Management LLC's 93.8% of iShares Managed Futures Active ETF (Schedule 13G, September 4, 2025).
The week of 2025-09-02, 9 holders filed a new Schedule 13D and 38 a new Schedule 13G reporting 5% or more of a company, and 2 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
| Filed | Company | Holder | Percent | Filing |
|---|---|---|---|---|
| 2025-09-04 | Oriental Culture Holding LTD | Aimin Kong | 89.7% | SCHEDULE 13D |
| 2025-09-05 | Rapid Line Inc. | Nova Aura Limited | 68.82% | SCHEDULE 13D |
| 2025-09-05 | Maase Inc. | Baron Ren | 41.95% | SCHEDULE 13D |
| 2025-09-04 | Great Elm Group, Inc. | Randall D. Smith | 14.4% | SCHEDULE 13D |
| 2025-09-02 | Shattuck Labs, Inc. | Orbimed Advisors LLC | 9.99% | SCHEDULE 13D |
| 2025-09-02 | Wheeler Real Estate Investment Trust, Inc. | Diveroli Investment Group LLC | 9.48% | SCHEDULE 13D |
| 2025-09-04 | BILL Holdings, Inc. | Starboard Value LP intent stated | 8.5% | SCHEDULE 13D |
| 2025-09-02 | Powerus Corp | American Ventures LLC, Series XVI AGH | 7.73% | SCHEDULE 13D |
| 2025-09-02 | International Money Express Inc | Magnetar Financial LLC | 5.33% | SCHEDULE 13D |
New Schedule 13G
| Filed | Company | Holder | Percent | Filing |
|---|---|---|---|---|
| 2025-09-04 | iShares Managed Futures Active ETF | BlackRock Portfolio Management LLC | 93.8% | SCHEDULE 13G |
| 2025-09-03 | Kyivstar Group Ltd. | VEON Amsterdam B.V. | 89.6% | SCHEDULE 13G |
| 2025-09-03 | Waton Financial Ltd | Zhou Kai | 85% | SCHEDULE 13G |
| 2025-09-03 | Little Harbor Advisors, LLC | Brookstone Capital Management, LLC | 64.57% | SCHEDULE 13G |
| 2025-09-04 | iShares Managed Futures Active ETF | BlackRock Portfolio Management LLC | 59.1% | SCHEDULE 13G |
| 2025-09-03 | Innovator ETFs Trust | Brookstone Capital Management, LLC | 27.66% | SCHEDULE 13G |
| 2025-09-05 | Fortress Private Lending Fund | Liberty Mutual Holding Company Inc. | 19.7% | SCHEDULE 13G |
| 2025-09-05 | Crossmark ETF Trust | Truist Financial Corp | 16.2% | SCHEDULE 13G |
| 2025-09-05 | Katapult Holdings, Inc. | Blue Owl Capital Holdings LP | 12.76% | SCHEDULE 13G |
| 2025-09-03 | Innovator ETFs Trust | Brookstone Capital Management, LLC | 12.12% | SCHEDULE 13G |
| 2025-09-03 | Yuanbao Inc. | Lunar Link Limited | 11.9% | SCHEDULE 13G |
| 2025-09-02 | Finance of America Companies Inc. | Cooperman Leon G. | 11.6% | SCHEDULE 13G |
| 2025-09-03 | NXG NextGen Infrastructure Income Fund | Sit Investment Associates, Inc. | 11.2% | SCHEDULE 13G |
| 2025-09-04 | iShares MSCI Japan Value ETF | BlackRock, Inc. | 10.3% | SCHEDULE 13G |
| 2025-09-02 | Mural Oncology plc | Trium Capital LLP | 10.2% | SCHEDULE 13G |
| 2025-09-04 | Femasys Inc. | Alumni Capital LP | 9.99% | SCHEDULE 13G |
| 2025-09-04 | Perfect Moment Ltd. | X3 Higher Moment Fund LLC | 9.9% | SCHEDULE 13G |
| 2025-09-04 | Great Elm Capital Corp. | Poor Richard LLC | 9.9% | SCHEDULE 13G |
| 2025-09-02 | Wynn Resorts Ltd | Wynn Kevyn Q. | 9.17% | SCHEDULE 13G |
| 2025-09-02 | Oatly Group AB | Platin S.a r.l. | 9.1% | SCHEDULE 13G |
| 2025-09-02 | Marathon Bancorp, Inc. | Marathon Bank Employee Stock Ownership Plan Trust | 8.66% | SCHEDULE 13G |
| 2025-09-03 | Sintx Technologies Inc | Kevin Patrick Murphy | 8.2% | SCHEDULE 13G |
| 2025-09-03 | Yuanbao Inc. | Franchise GP Ltd | 7.6% | SCHEDULE 13G |
| 2025-09-04 | STRATA Skin Sciences, Inc. | Lincoln Alternative Strategies LLC | 6.9% | SCHEDULE 13G |
| 2025-09-04 | Alaunos Therapeutics, Inc. | Strategic EP, LLC | 6.8% | SCHEDULE 13G |
| 2025-09-04 | Pliant Therapeutics, Inc. | Point72 Asset Management, L.P. | 6.7% | SCHEDULE 13G |
| 2025-09-03 | EpicQuest Education Group International Ltd | L1 Capital Global Opportunities Master Fund, Ltd. | 6.61% | SCHEDULE 13G |
| 2025-09-02 | Xcel Brands, Inc. | Potomac Capital Management, Inc. | 6.6% | SCHEDULE 13G |
| 2025-09-04 | Waldencast plc | Fvf Participacoes Ltda. | 6.1% | SCHEDULE 13G |
| 2025-09-03 | Pb Bankshares Inc | Steven R Gerbel | 5.71% | SCHEDULE 13G |
| 2025-09-02 | Bolt Projects Holdings, Inc. | Alta Partners LLC | 5.6% | SCHEDULE 13G |
| 2025-09-02 | Qvc Group Inc | Asymmetry Point LP | 5.52% | SCHEDULE 13G |
| 2025-09-02 | Solaredge Technologies, Inc | Citadel Securities GP LLC | 5.5% | SCHEDULE 13G |
| 2025-09-03 | BridgeBio Oncology Therapeutics, Inc. | BC Global Opportunities IX LP | 5.5% | SCHEDULE 13G |
| 2025-09-05 | Primoris Services Corp | Fuller & Thaler Asset Management, Inc. | 5.28% | SCHEDULE 13G |
| 2025-09-03 | John Hancock GA Senior Loan Trust | Manulife Life Insurance Company | 5.1% | SCHEDULE 13G |
| 2025-09-04 | DNA X, Inc. | 1 Main Capital Management, LLC | 5.1% | SCHEDULE 13G |
| 2025-09-05 | Americold Realty Trust, Inc. | Fuller & Thaler Asset Management, Inc. | 5% | SCHEDULE 13G |
Stated intent
| Filed | Company | Holder | Percent | Filing |
|---|---|---|---|---|
| 2025-09-04 | BILL Holdings, Inc. | Starboard Value LP intent stated | 8.5% | SCHEDULE 13D |
| 2025-09-02 | Charles & Colvard Ltd | Riverstyx Capital Management LLC intent stated | 7.4% | SCHEDULE 13D/A |
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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.