In the week of January 5, 2026, 16 holders filed a new Schedule 13D and 82 a new Schedule 13G reporting 5% or more of a company. The largest stake reported that week is MetLife Investment Management, LLC's 100% of abrdn Income Credit Strategies Fund (Schedule 13G, January 8, 2026).
New 13D16
New 13G82
Stated intents0
The week of 2026-01-05, 16 holders filed a new Schedule 13D and 82 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
| Filed | Company | Holder | Percent | Filing |
|---|---|---|---|---|
| 2026-01-06 | Powell Max Limited | Ecf (Bvi) Limited | 54.71% | SCHEDULE 13D |
| 2026-01-05 | Pineapple Financial Inc. | Injective Foundation | 36.99% | SCHEDULE 13D |
| 2026-01-09 | Bark, Inc. | Great Dane Ventures, LLC | 34.8% | SCHEDULE 13D |
| 2026-01-07 | Click Holdings Ltd. | Sze Yeung Yau | 33.3% | SCHEDULE 13D |
| 2026-01-07 | Click Holdings Ltd. | Sustainable Value Investments Holdings Limited | 29.9% | SCHEDULE 13D |
| 2026-01-08 | Art Technology Acquisition Corp | Art Technology Sponsor, LLC | 29% | SCHEDULE 13D |
| 2026-01-05 | Silicon Valley Acquisition Corp. | Silicon Valley Acquisition Sponsor LLC | 28.6% | SCHEDULE 13D |
| 2026-01-08 | Iridex Corp | Novel Inspiration International Co., Ltd. | 24.1% | SCHEDULE 13D |
| 2026-01-05 | Under Armour, Inc. | Fairfax Financial Holdings Limited | 22.2% | SCHEDULE 13D |
| 2026-01-08 | Taboola.com Ltd. | Singolda Adam | 5.7% | SCHEDULE 13D |
| 2026-01-08 | TPG RE Finance Trust Inc | Gratia Capital, LLC | 5.6% | SCHEDULE 13D |
| 2026-01-05 | Grupo Televisa Sab | Bernardo Gomez Martinez | 5.35% | SCHEDULE 13D |
| 2026-01-05 | Grupo Televisa Sab | Alfonso de Angoitia Noriega | 5.35% | SCHEDULE 13D |
| 2026-01-08 | Global Crossing Airlines Group Inc. | Krzysztof W. Jamroz | 5.06% | SCHEDULE 13D |
| 2026-01-06 | Royce Micro-Cap Trust, Inc. | Saba Capital Management, L.P. | 5% | SCHEDULE 13D |
| 2026-01-09 | Lulu's Fashion Lounge Holdings, Inc. | Friedland Enterprises LLC | 5% | SCHEDULE 13D |
New Schedule 13G
| Filed | Company | Holder | Percent | Filing |
|---|---|---|---|---|
| 2026-01-08 | abrdn Income Credit Strategies Fund | MetLife Investment Management, LLC | 100% | SCHEDULE 13G |
| 2026-01-09 | HarbourVest Private Investments Fund | State Of Michigan Retirement System | 99.4% | SCHEDULE 13G |
| 2026-01-08 | iShares Managed Futures Active ETF | BlackRock Portfolio Management LLC | 94.6% | SCHEDULE 13G |
| 2026-01-08 | iShares Managed Futures Active ETF | BlackRock Portfolio Management LLC | 90.9% | SCHEDULE 13G |
| 2026-01-08 | iShares MSCI Japan Value ETF | BlackRock Portfolio Management LLC | 80% | SCHEDULE 13G |
| 2026-01-07 | First Trust Exchange-Traded Fund | First Trust Portfolios L.P. | 62.21% | SCHEDULE 13G |
| 2026-01-08 | Special Opportunities Fund, Inc. | Focus Partners Wealth | 48% | SCHEDULE 13G |
| 2026-01-06 | Innovator ETFs Trust | Brookstone Capital Management, LLC | 24.21% | SCHEDULE 13G |
| 2026-01-07 | First Trust Exchange-Traded Fund IV | First Trust Portfolios L.P. | 19.92% | SCHEDULE 13G |
| 2026-01-08 | Liberty Live Holdings, Inc. | T. Rowe Price Investment Management, Inc. | 16.2% | SCHEDULE 13G |
| 2026-01-08 | PIMCO ETF Trust | Fmr LLC | 14.5% | SCHEDULE 13G |
| 2026-01-07 | First Trust Exchange-Traded Fund VIII | First Trust Portfolios L.P. | 14.07% | SCHEDULE 13G |
| 2026-01-07 | Andersen Group Inc | Jpmorgan Chase & Co. | 14% | SCHEDULE 13G |
| 2026-01-06 | Innovator ETFs Trust | Brookstone Capital Management, LLC | 13.44% | SCHEDULE 13G |
| 2026-01-08 | Special Opportunities Fund, Inc. | Focus Partners Wealth | 12.96% | SCHEDULE 13G |
| 2026-01-08 | Cardinal Infrastructure Group Inc. (Class A) | Fmr LLC | 12.5% | SCHEDULE 13G |
| 2026-01-08 | Pacific Airport Group | BlackRock, Inc. | 12.3% | SCHEDULE 13G |
| 2026-01-08 | Camp4 Therapeutics Corp | Janus Henderson Group Plc | 12.2% | SCHEDULE 13G |
| 2026-01-08 | Personalis, Inc. | T. Rowe Price Investment Management, Inc. | 12.1% | SCHEDULE 13G |
| 2026-01-08 | Travere Therapeutics Inc | Fmr LLC | 11.7% | SCHEDULE 13G |
| 2026-01-08 | Nextpower Inc | Fmr LLC | 11.6% | SCHEDULE 13G |
| 2026-01-08 | Fabrinet | T. Rowe Price Associates, Inc. | 11.3% | SCHEDULE 13G |
| 2026-01-08 | The Realreal, Inc | Fmr LLC | 10.8% | SCHEDULE 13G |
| 2026-01-08 | Dyne Therapeutics, Inc. | T. Rowe Price Investment Management, Inc. | 10.7% | SCHEDULE 13G |
| 2026-01-07 | First Trust Exchange-Traded Fund VIII | First Trust Portfolios L.P. | 10.52% | SCHEDULE 13G |
| 2026-01-07 | Flex Ltd | The Vanguard Group | 10.47% | SCHEDULE 13G |
| 2026-01-08 | Solstice Advanced Materials Inc | BlackRock, Inc. | 10.4% | SCHEDULE 13G |
| 2026-01-06 | Nuveen Global High Income Fund | Sit Investment Associates, Inc. | 10.3% | SCHEDULE 13G |
| 2026-01-07 | First Trust Exchange-Traded Fund VIII | First Trust Portfolios L.P. | 10.2% | SCHEDULE 13G |
| 2026-01-08 | Central North Airport Group | BlackRock, Inc. | 10.2% | SCHEDULE 13G |
| 2026-01-07 | First Trust Exchange-Traded AlphaDEX(R) Fund II | First Trust Portfolios L.P. | 10.17% | SCHEDULE 13G |
| 2026-01-08 | C3is Inc. | Evergreen Capital Management LLC | 10% | SCHEDULE 13G |
| 2026-01-06 | Globavend Holdings Ltd | L1 Capital Global Opportunities Master Fund, Ltd. | 9.99% | SCHEDULE 13G |
| 2026-01-09 | Crypto Co | AJB Capital Investments LLC | 9.99% | SCHEDULE 13G |
| 2026-01-08 | ChronoScale Corp | Daniel Asher | 9.48% | SCHEDULE 13G |
| 2026-01-09 | Mereo BioPharma Group plc | EcoR1 Capital, LLC | 9.4% | SCHEDULE 13G |
| 2026-01-06 | Innovator ETFs Trust | Brookstone Capital Management, LLC | 9.28% | SCHEDULE 13G |
| 2026-01-08 | Life360, Inc. | Hyperion Asset Management Limited | 9.14% | SCHEDULE 13G |
| 2026-01-08 | Radiopharm Theranostics Limited | Regal Partners Holdings Pty Limited | 9.05% | SCHEDULE 13G |
| 2026-01-05 | Jaguar Health, Inc. | Joshua Mailman | 8.4% | SCHEDULE 13G |
| 2026-01-06 | Mereo BioPharma Group plc | 683 Capital Management, LLC | 8.18% | SCHEDULE 13G |
| 2026-01-06 | Innovator ETFs Trust | Brookstone Capital Management, LLC | 7.95% | SCHEDULE 13G |
| 2026-01-07 | Click Holdings Ltd. | Kwok Fai YU | 7.9% | SCHEDULE 13G |
| 2026-01-05 | Korro Bio, Inc. | Lynx1 Capital Management LP | 7.8% | SCHEDULE 13G |
| 2026-01-05 | Soundthinking, Inc. | Kopion Asset Management, LLC | 7.7% | SCHEDULE 13G |
| 2026-01-08 | Omnicom Group Inc | State Street Corporation | 7.5% | SCHEDULE 13G |
| 2026-01-06 | XAI Octagon Floating Rate & Alternative Income Trust | Sit Investment Associates, Inc. | 7.2% | SCHEDULE 13G |
| 2026-01-07 | Security Midwest Bancorp, Inc. | Raymond James Financial Services Advisors, Inc. | 7.2% | SCHEDULE 13G |
| 2026-01-07 | Zion Oil & Gas Inc | Ellis Donald Douglas JR | 7.1% | SCHEDULE 13G |
| 2026-01-09 | Gulf Island Fabrication Inc | Glazer Capital, LLC | 6.83% | SCHEDULE 13G |
| 2026-01-09 | Black Spade Acquisition Iii Co | Tenor Capital Management Company, L.P. | 6.7% | SCHEDULE 13G |
| 2026-01-09 | FONAR Corp | Hilary L Shane Revocable Trust | 6.66% | SCHEDULE 13G |
| 2026-01-06 | First Trust High Yield Opportunities 2027 Term Fund | Sit Investment Associates, Inc. | 6.6% | SCHEDULE 13G |
| 2026-01-09 | Art Technology Acquisition Corp | Tenor Capital Management Company, L.P. | 6.6% | SCHEDULE 13G |
| 2026-01-06 | Innovator ETFs Trust | Brookstone Capital Management, LLC | 6.07% | SCHEDULE 13G |
| 2026-01-08 | JOINT Corp | Skylands Capital, LLC | 6% | SCHEDULE 13G |
| 2026-01-08 | Ovid Therapeutics Inc. | Federated Hermes, Inc. | 5.94% | SCHEDULE 13G |
| 2026-01-07 | Disc Medicine, Inc. | RA Capital Management, L.P. | 5.9% | SCHEDULE 13G |
| 2026-01-06 | ImageneBio, Inc. | Funicular Funds, LP | 5.8% | SCHEDULE 13G |
| 2026-01-08 | Creative Realities, Inc. | Mink Brook Asset Management LLC | 5.8% | SCHEDULE 13G |
| 2026-01-09 | Park Dental Partners, Inc. | Kennedy Capital Management LLC | 5.8% | SCHEDULE 13G |
| 2026-01-06 | Blackrock Muniyield Quality Fund Ii, Inc | Sit Investment Associates, Inc. | 5.6% | SCHEDULE 13G |
| 2026-01-08 | Millrose Properties Inc Reit | Brave Warrior Advisors, LLC | 5.58% | SCHEDULE 13G |
| 2026-01-05 | Docebo Inc. | Beutel, Goodman & Co Ltd. | 5.5% | SCHEDULE 13G |
| 2026-01-06 | BlackRock Long-Term Municipal Advantage Trust | Sit Investment Associates, Inc. | 5.5% | SCHEDULE 13G |
| 2026-01-05 | Century Therapeutics, Inc. | Point72 Asset Management, L.P. | 5.4% | SCHEDULE 13G |
| 2026-01-09 | Teamshares Inc | Sculptor Capital LP | 5.4% | SCHEDULE 13G |
| 2026-01-08 | Hingham Institution for Savings | Doma Perpetual Capital Management LLC | 5.38% | SCHEDULE 13G |
| 2026-01-08 | Real Brokerage Inc | Portolan Capital Management, LLC | 5.36% | SCHEDULE 13G |
| 2026-01-08 | Ttec Holdings, Inc. | Federated Hermes, Inc. | 5.24% | SCHEDULE 13G |
| 2026-01-06 | Innovator ETFs Trust | Brookstone Capital Management, LLC | 5.21% | SCHEDULE 13G |
| 2026-01-06 | NXG Cushing Midstream Energy Fund | Sit Investment Associates, Inc. | 5.2% | SCHEDULE 13G |
| 2026-01-08 | Upexi, Inc. | Marex Securities Products Inc. | 5.2% | SCHEDULE 13G |
| 2026-01-06 | Innovator ETFs Trust | Brookstone Capital Management, LLC | 5.19% | SCHEDULE 13G |
| 2026-01-07 | Standard Biotools Inc. | MAK Capital Fund LP | 5.19% | SCHEDULE 13G |
| 2026-01-05 | Ovid Therapeutics Inc. | Point72 Asset Management, L.P. | 5.1% | SCHEDULE 13G |
| 2026-01-05 | Optimum Communications, Inc. | Millennium Management LLC | 5.1% | SCHEDULE 13G |
| 2026-01-05 | Verastem Inc | Polar Capital Holdings Plc | 5.09% | SCHEDULE 13G |
| 2026-01-06 | Innovator ETFs Trust | Brookstone Capital Management, LLC | 5.08% | SCHEDULE 13G |
| 2026-01-09 | Century Casinos Inc | Rice Hall James & Associates, LLC | 5.06% | SCHEDULE 13G |
| 2026-01-08 | Enlight Renewable Energy Ltd. | Y.D. More Investments Ltd | 5.01% | SCHEDULE 13G |
| 2026-01-09 | VNET Group, Inc. | Steven A. Cohen | 5% | SCHEDULE 13G |
Stated intent
No 13D this week stated an intent to influence the company.
Download this data (CSV)98 rows, with sources. Free with an account.
Tools for this story
Each opens in a new tab. With no account yet, you sign up free and land on the result.
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.