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Institutional ownership filings

Current parsed Schedule 13G/13D filings with reported share and ownership changes.

Updated Aug 8, 2026 4:52 pm EDT
Current ownership filings and reported changes
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How to interpret reported ownership changes

“Accumulation” and “reduction” are inferred from changes in reported beneficial shares when available. Schedule 13G/13D filings do not disclose individual trade dates or execution prices.

Initial Schedule 13G/13D filings establish a neutral reporting baseline. Form 13F rows are earlier quarter-end holding evidence only; they do not establish an exact entry date and do not generate signals.

All filing rows below are live. The first row of the default tracker includes a live Institutional Research gauge. Investor and Pro reveal research gauges across tracker views.
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Research Security Holder Signal Position change Ownership Filed / observed Price context Observation price Filing price
Institutional research score hidden BLD* TOPBUILD CORP 1 of 1 filings shown FMR Earliest Schedule 13G amendment found Schedule 13G amendment 170 reported shares 0.60% 08/06/26 filed 06/30/26 observed · 37d lag latest ·
UVSP UNIVEST FINANCIAL CORP FMR Earliest Schedule 13G amendment found Schedule 13G amendment 1.9K 12.00% 05/06/26 filed 03/31/26 observed · 36d lag $42.84 85.5% of range $22.83–$36.20 $34.26 $38.76
COCO VITA COCO CO INC/THE FMR Earliest Schedule 13G amendment found Schedule 13G amendment 5.2K 12.00% 02/05/26 filed 12/31/25 observed · 36d lag $62.25 92.3% of range $25.79–$55.29 $53.01 $56.99
Institutional research score hidden WDC WESTERN DIGITAL CORP 1 of 1 filings shown FMR Earliest Schedule 13G amendment found Schedule 13G amendment 26.4K reported shares 7.20% 08/06/26 filed 06/30/26 observed · 37d lag $434.30 latest · 08/07/26 78.1% of 52-week range $62.94–$799.87 $638.72 $462.67
UPBD UPBOUND GROUP INC FMR Earliest Schedule 13G amendment found Schedule 13G amendment 5.2K 12.00% 02/05/26 filed 12/31/25 observed · 36d lag $19.83 11.8% of range $15.82–$30.62 $17.56 $19.85
Institutional research score hidden TWST TWIST BIOSCIENCE CORP 1 of 1 filings shown FMR Initial Schedule 13G Initial Schedule 13G 4.7K reported shares 7.60% 08/06/26 filed 06/30/26 observed · 37d lag $115.67 latest · 08/07/26 98.3% of 52-week range $23.30–$104.23 $102.88 $110.50
VOYA VOYA FINANCIAL INC FMR Initial Schedule 13G Initial Schedule 13G 4.9K 12.00% 02/05/26 filed 12/31/25 observed · 36d lag $101.40 86.3% of range $52.43–$78.00 $74.49 $72.23
8TG THERMON GROUP HLDGS INC FMR Earliest Schedule 13G amendment found Schedule 13G amendment 3.0M 12.00% 05/06/26 filed 03/31/26 observed · 36d lag
VVX V2X INC FMR Earliest Schedule 13G amendment found Schedule 13G amendment 3.7K 12.00% 05/06/26 filed 03/31/26 observed · 36d lag $84.41 $68.50 $76.53
Institutional research score hidden TRU TRANSUNION 1 of 1 filings shown FMR Initial Schedule 13G Initial Schedule 13G 11.6K reported shares 6.00% 08/06/26 filed 06/30/26 observed · 37d lag $80.02 latest · 08/07/26 24.3% of 52-week range $63.37–$99.39 $72.14 $78.36
Institutional research score hidden VIK VIKING HOLDINGS LTD 1 of 1 filings shown FMR Initial Schedule 13G Initial Schedule 13G 17.0K reported shares 5.30% 08/06/26 filed 06/30/26 observed · 37d lag $108.26 latest · 08/05/26 97.9% of 52-week range $52.66–$105.76 $104.67 $106.70
WERN WERNER ENTERPRISES INC FMR Earliest Schedule 13G amendment found Schedule 13G amendment 4.8K 12.00% 05/06/26 filed 03/31/26 observed · 36d lag $37.51 41.4% of range $23.02–$38.45 $29.41 $36.40
Institutional research score hidden WEX WEX INC 1 of 1 filings shown FMR Initial Schedule 13G Initial Schedule 13G 1.8K reported shares 5.20% 08/06/26 filed 06/30/26 observed · 37d lag $185.22 latest · 08/07/26 25.7% of 52-week range $125.29–$186.86 $141.09 $187.92
Institutional research score hidden TNC TENNANT CO 1 of 1 filings shown FMR Initial Schedule 13G Initial Schedule 13G 982 reported shares 5.80% 08/06/26 filed 06/30/26 observed · 37d lag $73.89 latest · 08/07/26 86.2% of 52-week range $60.18–$91.93 $87.54 $73.75
Institutional research score hidden TVTX TRAVERE THERAPEUTICS INC 1 of 1 filings shown FMR Earliest Schedule 13G amendment found Schedule 13G amendment 7.1K reported shares 7.70% 08/06/26 filed 06/30/26 observed · 37d lag $61.32 latest · 08/07/26 92.8% of 52-week range $14.36–$60.10 $56.81 $64.44
TRVI TREVI THERAPEUTICS INC FMR Reported accumulation Schedule 13G amendment 8.0K +1.5K 12.00% 0.00 pts 05/06/26 filed 03/31/26 observed · 36d lag $18.51 74.2% of range $4.85–$14.39 $11.93 $14.26
TRVI TREVI THERAPEUTICS INC FMR Initial Schedule 13G Initial Schedule 13G 6.5K 12.00% 02/05/26 filed 12/31/25 observed · 36d lag $18.51 82.9% of range $3.47–$14.39 $12.52 $10.94
Institutional research score hidden HYD VanEck High Yield Muni ETF 1 of 1 filings shown FMR Earliest Schedule 13G amendment found Schedule 13G amendment 8.1K reported shares 9.20% 08/06/26 filed 06/30/26 observed · 37d lag $50.27 latest · 08/06/26 94.0% of 52-week range $48.85–$51.68 $51.51 $50.27
Institutional research score hidden WST WEST PHARMACEUTICAL SVCS INC 1 of 1 filings shown FMR Initial Schedule 13G Initial Schedule 13G 3.6K reported shares 5.00% 08/06/26 filed 06/30/26 observed · 37d lag $354.07 latest · 08/07/26 99.5% of 52-week range $206.80–$359.74 $359.00 $346.78
Institutional research score hidden SECU iShares Securitized Income Active ETF 1 of 1 filings shown FMR Initial Schedule 13G Initial Schedule 13G 744.1K reported shares 5.20% 08/06/26 filed 06/30/26 observed · 37d lag $49.58 latest · 08/06/26 38.4% of 52-week range $49.23–$50.87 $49.86 $49.59
Institutional research score hidden NEAR iShares Short Duration Bond Active ETF 1 of 1 filings shown FMR Initial Schedule 13G Initial Schedule 13G 5.6K reported shares 6.00% 08/06/26 filed 06/30/26 observed · 37d lag $50.39 latest · 08/06/26 20.2% of 52-week range $50.48–$51.37 $50.66 $50.39
RLYB RALLYBIO CORP FMR Reported accumulation Schedule 13G amendment 561.8K +189.0K 12.00% 0.00 pts 03/06/26 filed 03/04/26 observed · 2d lag $16.14 89.9% of range $1.76–$11.49 $10.51 $10.91
RLYB RALLYBIO CORP FMR Initial Schedule 13G Initial Schedule 13G 372.8K 12.00% 03/06/26 filed 03/02/26 observed · 4d lag $16.14 97.6% of range $1.76–$11.20 $10.97 $10.91
GTM ZOOMINFO TECHNOLOGIES INC FMR Reported reduction Schedule 13G amendment 15.9K -7.5K 12.00% 0.00 pts 05/06/26 filed 03/31/26 observed · 36d lag $4.18 $5.98 $6.50
GTM ZOOMINFO TECHNOLOGIES INC FMR Earliest Schedule 13G amendment found Schedule 13G amendment 23.5K 12.00% 02/05/26 filed 12/31/25 observed · 36d lag $4.18 56.2% of range $7.01–$12.63 $10.17 $6.78
Institutional research score hidden IEF iShares 7-10 Year Treasury Bond ETF 1 of 1 filings shown FMR Earliest Schedule 13G amendment found Schedule 13G amendment 24.2K reported shares 4.90% 08/06/26 filed 06/30/26 observed · 37d lag $92.93 latest · 08/06/26 31.8% of 52-week range $92.95–$98.05 $94.57 $92.93
USSG Xtrackers MSCI USA Selection Equity ETF FMR Initial Schedule 13G Initial Schedule 13G 720 12.00% 02/05/26 filed 12/31/25 observed · 36d lag $71.92 94.9% of range $44.10–$64.55 $63.51 $62.61
Institutional research score hidden EWC iShares MSCI Canada ETF 1 of 1 filings shown FMR Initial Schedule 13G Initial Schedule 13G 6.0K reported shares 5.80% 08/06/26 filed 06/30/26 observed · 37d lag $60.44 latest · 08/06/26 86.4% of 52-week range $45.66–$59.52 $57.64 $60.44
XMTR XOMETRY INC FMR Initial Schedule 13G Initial Schedule 13G 2.7K 12.00% 02/05/26 filed 12/31/25 observed · 36d lag $93.15 80.7% of range $18.59–$69.26 $59.47 $60.36
BALI iShares U.S. Large Cap Premium Income Active ETF FMR Initial Schedule 13G Initial Schedule 13G 1.7K 12.00% 02/05/26 filed 12/31/25 observed · 36d lag $34.97 92.3% of range $25.05–$32.23 $31.68 $31.69
ZVRA ZEVRA THERAPEUTICS INC FMR Initial Schedule 13G Initial Schedule 13G 3.2K 12.00% 05/06/26 filed 03/31/26 observed · 36d lag $11.56 44.9% of range $6.19–$13.16 $9.32 $11.25
Institutional research score hidden EFAV iShares MSCI EAFE Min Vol Factor ETF 1 of 1 filings shown FMR Earliest Schedule 13G amendment found Schedule 13G amendment 7.3K reported shares 12.60% 08/06/26 filed 06/30/26 observed · 37d lag $93.11 latest · 08/06/26 44.9% of 52-week range $81.66–$95.13 $87.71 $93.11
Institutional research score hidden YETI YETI HOLDINGS INC 1 of 1 filings shown FMR Initial Schedule 13G Initial Schedule 13G 4.0K reported shares 5.30% 08/06/26 filed 06/30/26 observed · 37d lag $52.20 latest · 08/07/26 89.1% of 52-week range $30.51–$51.89 $49.56 $52.61
KSA iShares MSCI Saudi Arabia ETF FMR Initial Schedule 13G Initial Schedule 13G 1.1K 12.00% 05/06/26 filed 03/31/26 observed · 36d lag $37.65 68.6% of range $35.81–$41.55 $39.75 $38.44
Institutional research score hidden EFV iShares MSCI EAFE Value ETF 1 of 1 filings shown FMR Initial Schedule 13G Initial Schedule 13G 17.4K reported shares 5.60% 08/06/26 filed 06/30/26 observed · 37d lag $81.66 latest · 08/06/26 79.4% of 52-week range $62.69–$80.15 $76.55 $81.67
Institutional research score hidden UCB UNITED COMMUNITY BANKS INC 1 of 1 filings shown FMR Earliest Schedule 13G amendment found Schedule 13G amendment 8.0K reported shares 6.70% 08/06/26 filed 06/30/26 observed · 37d lag $35.51 latest · 08/07/26 79.3% of 52-week range $28.65–$36.77 $35.09 $35.84
AVLN Avalyn Pharma Inc. FMR Initial Schedule 13G Initial Schedule 13G 4.8M 12.00% 05/05/26 filed 05/01/26 observed · 4d lag $32.00 91.4% of range $26.00–$30.20 $29.84 $27.43
Institutional research score hidden IHS IHS Holding Ltd 1 of 1 filings shown UBS Initial Schedule 13G Initial Schedule 13G 19.4M reported shares 5.80% 08/05/26 filed 06/30/26 observed · 36d lag $8.24 latest · 08/06/26 79.2% of 52-week range $5.53–$8.95 $8.24 $8.18
Institutional research score hidden INN Summit Hotel Properties, Inc. 1 of 1 filings shown UBS Initial Schedule 13G Initial Schedule 13G 8.8M reported shares 8.10% 08/05/26 filed 06/30/26 observed · 36d lag $6.84 latest · 08/05/26 95.6% of 52-week range $3.98–$7.15 $7.01 $6.82
LW LAMB WESTON HOLDINGS, INC. JPM Initial Schedule 13G Initial Schedule 13G 7.1M 12.00% 01/16/26 filed 12/31/25 observed · 16d lag $53.31 1.8% of range $41.41–$67.93 $41.89 $43.33
Institutional research score hidden OTAI/U Starlink AI Acquisition Corp 1 of 1 filings shown UBS Initial Schedule 13G Initial Schedule 13G 740.7K reported shares 5.40% 08/04/26 filed 06/30/26 observed · 35d lag latest ·
Institutional research score hidden RDAC Rising Dragon Acquisition Corp. 1 of 1 filings shown UBS Initial Schedule 13G Initial Schedule 13G 324.6K reported shares 5.50% 08/04/26 filed 06/30/26 observed · 35d lag $6.12 latest · 08/06/26 4.2% of 52-week range $4.59–$23.99 $5.40 $6.12
FMSMX Fidelity Multi-Strategy Credit Fund FMR Reported shares unchanged Schedule 13D amendment 3.0K 0 54.50% +1.40 pts 03/31/26 filed 03/27/26 observed · 4d lag
FMSMX Fidelity Multi-Strategy Credit Fund FMR Earliest Schedule 13D amendment found Schedule 13D amendment 3.0K 53.10% 03/30/26 filed 03/26/26 observed · 4d lag
NCA NUVEEN CALIFORNIA MUNICIPAL VALUE FUND UBS Initial Schedule 13G Initial Schedule 13G 1.8M 5.42% 01/30/26 filed 12/31/25 observed · 30d lag $9.04 67.6% of range $8.22–$9.30 $8.95 $9.68
Institutional research score hidden CTMX CytomX Therapeutics, Inc. 1 of 1 filings shown BAC Initial Schedule 13G Initial Schedule 13G 15.1M reported shares 7.00% 08/03/26 filed 06/30/26 observed · 34d lag $3.33 latest · 08/05/26 $3.75 $3.17
Institutional research score hidden FULC Fulcrum Therapeutics, Inc. 1 of 1 filings shown BAC Initial Schedule 13G Initial Schedule 13G 4.5M reported shares 6.70% 08/03/26 filed 06/30/26 observed · 34d lag $3.76 latest · 08/05/26 $3.66 $3.71
Institutional research score hidden IREN IREN Ltd 1 of 1 filings shown BAC Initial Schedule 13G Initial Schedule 13G 21.0M reported shares 5.80% 08/03/26 filed 06/30/26 observed · 34d lag $37.93 latest · 08/06/26 50.5% of 52-week range $13.99–$76.87 $45.73 $39.75
Institutional research score hidden INBX Inhibrx Biosciences, Inc. 1 of 1 filings shown BAC Initial Schedule 13G Initial Schedule 13G 857.3K reported shares 5.90% 08/03/26 filed 06/30/26 observed · 34d lag $84.56 latest · 08/05/26 57.2% of 52-week range $13.97–$155.29 $94.75 $82.72
MPTI M-tron Industries, Inc. BAC Initial Schedule 13G Initial Schedule 13G 212.4K 6.10% 05/14/26 filed 03/31/26 observed · 44d lag $89.11 $66.85 $79.11
UCAR U Power Ltd BAC Initial Schedule 13G Initial Schedule 13G 1.3M 6.30% 05/14/26 filed 03/31/26 observed · 44d lag $0.89 0.0% of range $0.38–$49.80 $0.38 $1.36
AD ARRAY DIGITAL INFRASTRUCTURE, INC. BAC Initial Schedule 13G Initial Schedule 13G 3.1M 5.70% 05/14/26 filed 03/31/26 observed · 44d lag $35.65 6.0% of range $44.03–$79.17 $46.14 $50.93
MGNX MACROGENICS INC BAC Initial Schedule 13G Initial Schedule 13G 3.3M 5.10% 05/14/26 filed 03/31/26 observed · 44d lag $3.92 74.5% of range $0.99–$3.54 $2.89 $4.16
BTZ BLACKROCK CREDIT ALLOCATION INCOME TRUST BAC Reported shares unchanged Schedule 13G amendment 4.6M 0 5.00% 0.00 pts 05/28/26 filed 03/31/26 observed · 58d lag $10.15 34.1% of range $9.54–$11.18 $10.10 $10.19
BTZ BLACKROCK CREDIT ALLOCATION INCOME TRUST BAC Reported reduction Schedule 13G amendment 4.6M -282.9K 5.00% -0.30 pts 05/15/26 filed 03/31/26 observed · 45d lag $10.15 $10.10 $10.00
1 older filing(s) are outside your plan’s history limit. Compare plans
Institutional research score hidden RACC Research Alliance Corp III 1 of 1 filings shown BAC Initial Schedule 13G Initial Schedule 13G 503.9K reported shares 6.50% 08/03/26 filed 06/30/26 observed · 34d lag $24.62 latest · 08/06/26 50.0% of 52-week range $10.21–$11.19 $10.70 $22.40
FSP FRANKLIN STREET PROPERTIES CORP /MA/ BAC Reported reduction Schedule 13G amendment 5.2M -441.6K 5.00% -0.40 pts 02/11/26 filed 12/31/25 observed · 42d lag $0.46 8.1% of range $0.85–$2.09 $0.95 $0.82
FSP FRANKLIN STREET PROPERTIES CORP /MA/ BAC Initial Schedule 13G Initial Schedule 13G 5.6M 5.40% 11/14/25 filed 09/30/25 observed · 45d lag $0.46 28.2% of range $1.36–$2.21 $1.60 $1.05
Institutional research score hidden SWZ Total Return Securities Fund 1 of 1 filings shown BAC Initial Schedule 13G Initial Schedule 13G 869.2K reported shares 6.70% 08/03/26 filed 06/30/26 observed · 34d lag $5.94 latest · 08/06/26 16.9% of 52-week range $5.84–$6.43 $5.94 $5.92
BAP CREDICORP LTD. BLK Initial Schedule 13G Initial Schedule 13G 4.3M +6.5K 12.00% 0.00 pts 07/27/26 filed 06/30/26 observed · 27d lag $392.12 95.1% of range $216.87–$398.52 $389.58 $390.99
BAP CREDICORP LTD. BLK Reported shares unchanged Schedule 13G amendment 4.3M 0 12.00% 0.00 pts 04/30/26 filed 03/31/26 observed · 30d lag $392.12 80.9% of range $165.51–$380.20 $339.18 $324.17
2 older filing(s) are outside your plan’s history limit. Compare plans
AMC AMC ENTERTAINMENT HOLDINGS, INC. UBS Reported shares unchanged Schedule 13G amendment 0 0 0.00% 0.00 pts 07/31/26 filed 06/30/26 observed · 31d lag $2.70 $1.90 $2.82
AMC AMC ENTERTAINMENT HOLDINGS, INC. UBS Initial Schedule 13G Initial Schedule 13G 31.8M 6.20% 01/30/26 filed 12/31/25 observed · 30d lag $2.70 0.8% of range $1.54–$4.13 $1.56 $1.39
RVPH REVIVA PHARMACEUTICALS HOLDINGS, INC. UBS Initial Schedule 13G Initial Schedule 13G 746.1K 5.82% 05/07/26 filed 03/31/26 observed · 37d lag $0.43 0.6% of range $0.59–$23.20 $0.73 $0.86
Institutional research score hidden AKR Acadia Realty Trust 1 of 1 filings shown VGD-CM Earliest Schedule 13G amendment found Schedule 13G amendment 7.1M reported shares 12.00% 07/31/26 filed 06/30/26 observed · 31d lag $21.50 latest · 08/05/26 59.1% of 52-week range $18.04–$22.90 $20.91 $22.47
Institutional research score hidden SLS SELLAS Life Sciences Group Inc 1 of 1 filings shown VGD-CM Initial Schedule 13G Initial Schedule 13G 9.7M reported shares 12.00% 07/31/26 filed 06/30/26 observed · 31d lag $12.01 latest · 08/07/26 92.3% of 52-week range $1.39–$15.88 $14.76 $10.01
Institutional research score hidden ASPS Altisource Portfolio Solutions SA 1 of 1 filings shown VGD-CM Initial Schedule 13G Initial Schedule 13G 571 reported shares 12.00% 07/31/26 filed 06/30/26 observed · 31d lag $5.59 latest · 08/05/26 27.4% of 52-week range $4.30–$15.96 $7.50 $5.57
Institutional research score hidden ZSQR Z Squared Inc 1 of 1 filings shown VGD-CM Earliest Schedule 13G amendment found Schedule 13G amendment 1.8M reported shares 12.00% 07/31/26 filed 06/30/26 observed · 31d lag $4.11 latest · 08/05/26 23.5% of 52-week range $7.25–$21.41 $10.58 $4.81
Institutional research score hidden COLL Collegium Pharmaceutical Inc 1 of 1 filings shown VGD-CM Initial Schedule 13G Initial Schedule 13G 1.6M reported shares 12.00% 07/31/26 filed 06/30/26 observed · 31d lag $35.74 latest · 08/05/26 32.5% of 52-week range $29.19–$50.79 $36.20 $35.39
Institutional research score hidden AVXL Anavex Life Sciences Corp 1 of 1 filings shown VGD-CM Initial Schedule 13G Initial Schedule 13G 4.7M reported shares 12.00% 07/31/26 filed 06/30/26 observed · 31d lag $3.20 latest · 08/05/26 1.6% of 52-week range $2.41–$13.99 $2.59 $2.75
Institutional research score hidden BRSP BrightSpire Capital Inc 1 of 1 filings shown VGD-CM Earliest Schedule 13G amendment found Schedule 13G amendment 6.5M reported shares 12.00% 07/31/26 filed 06/30/26 observed · 31d lag $5.00 latest · 08/05/26 46.0% of 52-week range $4.84–$6.17 $5.45 $5.01
Institutional research score hidden CWEN Clearway Energy Inc 1 of 1 filings shown VGD-CM Initial Schedule 13G Initial Schedule 13G 6.4M reported shares 12.00% 07/31/26 filed 06/30/26 observed · 31d lag $31.08 latest · 08/05/26 46.3% of 52-week range $27.67–$41.74 $34.18 $31.73
Institutional research score hidden BCML BayCom Corp 1 of 1 filings shown VGD-CM Earliest Schedule 13G amendment found Schedule 13G amendment 534.8K reported shares 12.00% 07/31/26 filed 06/30/26 observed · 31d lag $30.71 latest · 08/05/26 95.6% of 52-week range $26.31–$33.20 $32.90 $30.18
Institutional research score hidden COGT Cogent Biosciences Inc 1 of 1 filings shown VGD-CM Initial Schedule 13G Initial Schedule 13G 8.7M reported shares 12.00% 07/31/26 filed 06/30/26 observed · 31d lag $42.37 latest · 08/05/26 $38.70 $38.93
Institutional research score hidden CARE Carter Bankshares Inc 1 of 1 filings shown VGD-CM Earliest Schedule 13G amendment found Schedule 13G amendment 1.1M reported shares 12.00% 07/31/26 filed 06/30/26 observed · 31d lag $35.11 latest · 08/05/26 99.8% of 52-week range $16.78–$34.04 $34.01 $34.58
Institutional research score hidden AMTB Amerant Bancorp Inc 1 of 1 filings shown VGD-CM Earliest Schedule 13G amendment found Schedule 13G amendment 1.9M reported shares 12.00% 07/31/26 filed 06/30/26 observed · 31d lag $29.56 latest · 08/05/26 94.4% of 52-week range $15.62–$26.11 $25.52 $29.60
Institutional research score hidden CABA Cabaletta Bio Inc 1 of 1 filings shown VGD-CM Initial Schedule 13G Initial Schedule 13G 8.3M reported shares 12.00% 07/31/26 filed 06/30/26 observed · 31d lag $2.75 latest · 08/05/26 $3.11 $2.68
Institutional research score hidden AOUT American Outdoor Brands Inc 1 of 1 filings shown VGD-CM Earliest Schedule 13G amendment found Schedule 13G amendment 564.9K reported shares 12.00% 07/31/26 filed 06/30/26 observed · 31d lag $12.50 latest · 08/05/26 $11.74 $12.36
Institutional research score hidden ACVA ACV Auctions Inc 1 of 1 filings shown VGD-CM Initial Schedule 13G Initial Schedule 13G 8.8M reported shares 12.00% 07/31/26 filed 06/30/26 observed · 31d lag $7.68 latest · 08/05/26 24.5% of 52-week range $4.07–$16.83 $7.19 $7.49
Institutional research score hidden COMP Compass Inc 1 of 1 filings shown VGD-CM Initial Schedule 13G Initial Schedule 13G 37.6M reported shares 12.00% 07/31/26 filed 06/30/26 observed · 31d lag $13.07 latest · 08/05/26 $12.33 $11.39
Institutional research score hidden CCC CCC Intelligent Solutions Holdings Inc 1 of 1 filings shown VGD-CM Earliest Schedule 13G amendment found Schedule 13G amendment 29.1M reported shares 12.00% 07/31/26 filed 06/30/26 observed · 31d lag $6.46 latest · 08/05/26 16.8% of 52-week range $4.08–$10.50 $5.16 $6.09
Institutional research score hidden ARHS Arhaus Inc 1 of 1 filings shown VGD-CM Initial Schedule 13G Initial Schedule 13G 2.7M reported shares 12.00% 07/31/26 filed 06/30/26 observed · 31d lag $8.23 latest · 08/05/26 38.5% of 52-week range $5.57–$12.98 $8.42 $7.41
Institutional research score hidden BBAI BigBear.ai Holdings Inc 1 of 1 filings shown VGD-CM Initial Schedule 13G Initial Schedule 13G 24.8M reported shares 12.00% 07/31/26 filed 06/30/26 observed · 31d lag $3.00 latest · 08/05/26 $3.67 $2.79
Institutional research score hidden BATRA Atlanta Braves Holdings Inc 1 of 1 filings shown VGD-CM Earliest Schedule 13G amendment found Schedule 13G amendment 486.8K reported shares 12.00% 07/31/26 filed 06/30/26 observed · 31d lag $51.51 latest · 08/05/26 93.0% of 52-week range $41.50–$57.42 $56.31 $54.41
Institutional research score hidden ZONE Cleancore Solutions Inc 1 of 1 filings shown VGD-CM Earliest Schedule 13G amendment found Schedule 13G amendment 10.8M reported shares 12.00% 07/31/26 filed 06/30/26 observed · 31d lag $0.31 latest · 08/05/26 7.9% of 52-week range $0.22–$7.82 $0.82 $0.36
Institutional research score hidden CIM Chimera Investment Corp 1 of 1 filings shown VGD-CM Initial Schedule 13G Initial Schedule 13G 4.2M reported shares 12.00% 07/31/26 filed 06/30/26 observed · 31d lag $11.85 latest · 08/05/26 52.0% of 52-week range $11.67–$14.88 $13.34 $12.48
Institutional research score hidden AXGN Axogen Inc 1 of 1 filings shown VGD-CM Earliest Schedule 13G amendment found Schedule 13G amendment 2.7M reported shares 12.00% 07/31/26 filed 06/30/26 observed · 31d lag $45.22 latest · 08/05/26 99.8% of 52-week range $10.58–$46.26 $46.19 $42.21
Institutional research score hidden CAL Caleres Inc 1 of 1 filings shown VGD-CM Earliest Schedule 13G amendment found Schedule 13G amendment 1.7M reported shares 12.00% 07/31/26 filed 06/30/26 observed · 31d lag $14.29 latest · 08/05/26 48.6% of 52-week range $8.80–$16.14 $12.37 $12.84
Institutional research score hidden BDN Brandywine Realty Trust 1 of 1 filings shown VGD-CM Initial Schedule 13G Initial Schedule 13G 8.7M reported shares 12.00% 07/31/26 filed 06/30/26 observed · 31d lag $3.20 latest · 08/05/26 32.4% of 52-week range $2.47–$4.63 $3.17 $3.04
Institutional research score hidden AMSC American Superconductor Corp 1 of 1 filings shown VGD-CM Earliest Schedule 13G amendment found Schedule 13G amendment 2.4M reported shares 12.00% 07/31/26 filed 06/30/26 observed · 31d lag $32.94 latest · 08/05/26 36.5% of 52-week range $24.87–$70.49 $41.51 $29.37
Institutional research score hidden CHDN Churchill Downs Inc 1 of 1 filings shown VGD-CM Initial Schedule 13G Initial Schedule 13G 3.5M reported shares 12.00% 07/31/26 filed 06/30/26 observed · 31d lag $86.41 latest · 08/05/26 24.6% of 52-week range $80.24–$118.46 $89.64 $84.30
Institutional research score hidden ANIK Anika Therapeutics Inc 1 of 1 filings shown VGD-CM Earliest Schedule 13G amendment found Schedule 13G amendment 659.2K reported shares 12.00% 07/31/26 filed 06/30/26 observed · 31d lag $19.61 latest · 08/04/26 80.8% of 52-week range $7.87–$16.24 $14.63 $19.28
Institutional research score hidden ARR ARMOUR Residential REIT Inc 1 of 1 filings shown VGD-CM Initial Schedule 13G Initial Schedule 13G 6.6M reported shares 12.00% 07/31/26 filed 06/30/26 observed · 31d lag $16.59 latest · 08/05/26 $17.45 $16.47
Institutional research score hidden CLDT Chatham Lodging Trust 1 of 1 filings shown VGD-CM Earliest Schedule 13G amendment found Schedule 13G amendment 2.3M reported shares 12.00% 07/31/26 filed 06/30/26 observed · 31d lag $13.48 latest · 08/04/26 94.6% of 52-week range $6.08–$13.64 $13.23 $13.33
Institutional research score hidden CHTR Charter Communications Inc 1 of 1 filings shown VGD-CM Initial Schedule 13G Initial Schedule 13G 6.2M reported shares 12.00% 07/31/26 filed 06/30/26 observed · 31d lag $150.23 latest · 08/05/26 $142.21 $144.98
Institutional research score hidden ANDE Andersons Inc/The 1 of 1 filings shown VGD-CM Initial Schedule 13G Initial Schedule 13G 1.7M reported shares 12.00% 07/31/26 filed 06/30/26 observed · 31d lag $69.75 latest · 08/05/26 72.7% of 52-week range $31.84–$82.11 $68.40 $70.78
Institutional research score hidden ACRE Ares Commercial Real Estate Corp 1 of 1 filings shown VGD-CM Initial Schedule 13G Initial Schedule 13G 2.8M reported shares 12.00% 07/31/26 filed 06/30/26 observed · 31d lag $4.70 latest · 08/05/26 24.5% of 52-week range $4.05–$5.89 $4.50 $4.26
Institutional research score hidden AMBA Ambarella Inc 1 of 1 filings shown VGD-CM Initial Schedule 13G Initial Schedule 13G 2.2M reported shares 12.00% 07/31/26 filed 06/30/26 observed · 31d lag $82.23 latest · 08/04/26 77.5% of 52-week range $48.30–$96.69 $85.80 $86.00
Institutional research score hidden AR Antero Resources Corp 1 of 1 filings shown VGD-CM Initial Schedule 13G Initial Schedule 13G 15.6M reported shares 12.00% 07/31/26 filed 06/30/26 observed · 31d lag $34.33 latest · 08/05/26 36.3% of 52-week range $29.10–$45.75 $35.14 $36.14
Institutional research score hidden BHB Bar Harbor Bankshares 1 of 1 filings shown VGD-CM Earliest Schedule 13G amendment found Schedule 13G amendment 830.5K reported shares 12.00% 07/31/26 filed 06/30/26 observed · 31d lag $40.74 latest · 08/05/26 $37.76 $39.71
Institutional research score hidden 8HH Avanos Medical Inc 1 of 1 filings shown VGD-CM Initial Schedule 13G Initial Schedule 13G 2.3M reported shares 12.00% 07/31/26 filed 06/30/26 observed · 31d lag latest ·
Institutional research score hidden ASB Associated Banc-Corp 1 of 1 filings shown VGD-CM Earliest Schedule 13G amendment found Schedule 13G amendment 7.9M reported shares 12.00% 07/31/26 filed 06/30/26 observed · 31d lag $31.53 latest · 08/05/26 92.6% of 52-week range $23.63–$31.34 $30.77 $30.88
Institutional research score hidden CBAN Colony Bankcorp Inc 1 of 1 filings shown VGD-CM Earliest Schedule 13G amendment found Schedule 13G amendment 1.0M reported shares 12.00% 07/31/26 filed 06/30/26 observed · 31d lag $21.96 latest · 08/05/26 $20.09 $21.92
Institutional research score hidden LEU Centrus Energy Corp 1 of 1 filings shown VGD-CM Initial Schedule 13G Initial Schedule 13G 951.9K reported shares 12.00% 07/31/26 filed 06/30/26 observed · 31d lag $189.25 latest · 08/05/26 $167.87 $176.93
Institutional research score hidden BSET Bassett Furniture Industries Inc 1 of 1 filings shown VGD-CM Earliest Schedule 13G amendment found Schedule 13G amendment 414.8K reported shares 12.00% 07/31/26 filed 06/30/26 observed · 31d lag $20.05 latest · 08/05/26 $17.72 $18.97
Institutional research score hidden BRC Brady Corp 1 of 1 filings shown VGD-CM Initial Schedule 13G Initial Schedule 13G 2.2M reported shares 12.00% 07/31/26 filed 06/30/26 observed · 31d lag $98.11 latest · 08/05/26 75.5% of 52-week range $67.76–$99.29 $91.57 $94.27
Institutional research score hidden CASY Casey's General Stores Inc 1 of 1 filings shown VGD-CM Earliest Schedule 13G amendment found Schedule 13G amendment 2.7M reported shares 12.00% 07/31/26 filed 06/30/26 observed · 31d lag $856.34 latest · 08/05/26 $794.79 $871.00
Institutional research score hidden CEVA CEVA Inc 1 of 1 filings shown VGD-CM Initial Schedule 13G Initial Schedule 13G 1.4M reported shares 12.00% 07/31/26 filed 06/30/26 observed · 31d lag $35.53 latest · 08/05/26 $47.16 $32.65
BLD* Earliest Schedule 13G amendment found
TOPBUILD CORP
Fidelity / FMR
Schedule 13G amendment
Reported shares 170
Ownership 0.60%
Latest price
52-week position
More filing data
Observation price
Filing price
Observed date06/30/26
Disclosure lag37 days
UVSP Reported reduction
UNIVEST FINANCIAL CORP
Fidelity / FMR
Schedule 13G amendment
Reported shares 1.6K -332
Ownership 5.60% -6.40 pts
Latest price $42.84 08/07/26
52-week position 93.9% $27.91–$44.78
More filing data
Observation price$43.75
Filing price$43.89
Observed date06/30/26
Disclosure lag37 days
Earlier filings (1 shown of 1)
Earliest Schedule 13G amendment found 05/06/26 filed
Schedule 13G amendment · 1.9K shares · 12.00% · filing $38.76 · 52-week $22.83–$36.20 · range 85.5%
COCO Reported reduction
THE VITA COCO COMPANY, INC.
Fidelity / FMR
Schedule 13G amendment
Reported shares 3.2K -1.9K
Ownership 5.60% -6.40 pts
Latest price $62.25 08/07/26
52-week position 63.6% $31.79–$85.83
More filing data
Observation price$66.14
Filing price$63.73
Observed date06/30/26
Disclosure lag37 days
Earlier filings (1 shown of 1)
Earliest Schedule 13G amendment found 02/05/26 filed
Schedule 13G amendment · 5.2K shares · 12.00% · filing $56.99 · 52-week $25.79–$55.29 · range 92.3%
WDC Earliest Schedule 13G amendment found
WESTERN DIGITAL CORP
Fidelity / FMR
Schedule 13G amendment
Reported shares 26.4K
Ownership 7.20%
Latest price $434.30 08/07/26
52-week position 78.1% $62.94–$799.87
More filing data
Observation price$638.72
Filing price$462.67
Observed date06/30/26
Disclosure lag37 days
UPBD Reported reduction
UPBOUND GROUP INC
Fidelity / FMR
Schedule 13G amendment
Reported shares 3.3K -1.9K
Ownership 5.70% -6.30 pts
Latest price $19.83 08/07/26
52-week position 44.2% $15.82–$28.03
More filing data
Observation price$21.22
Filing price$19.52
Observed date06/30/26
Disclosure lag37 days
Earlier filings (1 shown of 1)
Earliest Schedule 13G amendment found 02/05/26 filed
Schedule 13G amendment · 5.2K shares · 12.00% · filing $19.85 · 52-week $15.82–$30.62 · range 11.8%
TWST Initial Schedule 13G
TWIST BIOSCIENCE CORP
Fidelity / FMR
Initial Schedule 13G
Reported shares 4.7K
Ownership 7.60%
Latest price $115.67 08/07/26
52-week position 98.3% $23.30–$104.23
More filing data
Observation price$102.88
Filing price$110.50
Observed date06/30/26
Disclosure lag37 days
VOYA Exit below reporting threshold
VOYA FINANCIAL INC
Fidelity / FMR
Schedule 13G amendment
Reported shares 1.2K -3.7K
Ownership 1.30% -10.70 pts
Latest price $101.40 08/07/26
52-week position 91.2% $64.50–$93.05
More filing data
Observation price$90.53
Filing price$100.87
Observed date06/30/26
Disclosure lag37 days
Earlier filings (1 shown of 1)
Initial Schedule 13G 02/05/26 filed
Initial Schedule 13G · 4.9K shares · 12.00% · filing $72.23 · 52-week $52.43–$78.00 · range 86.3%
8TG Exit below reporting threshold
THERMON GROUP HLDGS INC
Fidelity / FMR
Schedule 13G amendment
Reported shares 0 -3.0M
Ownership 0.00% -12.00 pts
Latest price
52-week position
More filing data
Observation price
Filing price
Observed date06/30/26
Disclosure lag37 days
Earlier filings (1 shown of 1)
Earliest Schedule 13G amendment found 05/06/26 filed
Schedule 13G amendment · 3.0M shares · 12.00% · filing
VVX Reported accumulation
V2X INC
Fidelity / FMR
Schedule 13G amendment
Reported shares 4.4K +672
Ownership 14.10% +2.10 pts
Latest price $84.41 08/07/26
52-week position 62.3% $46.07–$91.80
More filing data
Observation price$74.56
Filing price$84.57
Observed date06/30/26
Disclosure lag37 days
Earlier filings (1 shown of 1)
Earliest Schedule 13G amendment found 05/06/26 filed
Schedule 13G amendment · 3.7K shares · 12.00% · filing $76.53
TRU Initial Schedule 13G
TRANSUNION
Fidelity / FMR
Initial Schedule 13G
Reported shares 11.6K
Ownership 6.00%
Latest price $80.02 08/07/26
52-week position 24.3% $63.37–$99.39
More filing data
Observation price$72.14
Filing price$78.36
Observed date06/30/26
Disclosure lag37 days
VIK Initial Schedule 13G
VIKING HOLDINGS LTD
Fidelity / FMR
Initial Schedule 13G
Reported shares 17.0K
Ownership 5.30%
Latest price $108.26 08/05/26
52-week position 97.9% $52.66–$105.76
More filing data
Observation price$104.67
Filing price$106.70
Observed date06/30/26
Disclosure lag37 days
WERN Reported reduction
WERNER ENTERPRISES INC
Fidelity / FMR
Schedule 13G amendment
Reported shares 3.8K -1.0K
Ownership 6.30% -5.70 pts
Latest price $37.51 08/07/26
52-week position 92.5% $23.06–$45.27
More filing data
Observation price$43.61
Filing price$37.40
Observed date06/30/26
Disclosure lag37 days
Earlier filings (1 shown of 1)
Earliest Schedule 13G amendment found 05/06/26 filed
Schedule 13G amendment · 4.8K shares · 12.00% · filing $36.40 · 52-week $23.02–$38.45 · range 41.4%
WEX Initial Schedule 13G
WEX INC
Fidelity / FMR
Initial Schedule 13G
Reported shares 1.8K
Ownership 5.20%
Latest price $185.22 08/07/26
52-week position 25.7% $125.29–$186.86
More filing data
Observation price$141.09
Filing price$187.92
Observed date06/30/26
Disclosure lag37 days
TNC Initial Schedule 13G
TENNANT CO
Fidelity / FMR
Initial Schedule 13G
Reported shares 982
Ownership 5.80%
Latest price $73.89 08/07/26
52-week position 86.2% $60.18–$91.93
More filing data
Observation price$87.54
Filing price$73.75
Observed date06/30/26
Disclosure lag37 days
TVTX Earliest Schedule 13G amendment found
TRAVERE THERAPEUTICS INC
Fidelity / FMR
Schedule 13G amendment
Reported shares 7.1K
Ownership 7.70%
Latest price $61.32 08/07/26
52-week position 92.8% $14.36–$60.10
More filing data
Observation price$56.81
Filing price$64.44
Observed date06/30/26
Disclosure lag37 days
TRVI Reported accumulation
TREVI THERAPEUTICS INC
Fidelity / FMR
Schedule 13G amendment
Reported shares 12.6K +4.5K
Ownership 8.80% -3.20 pts
Latest price $18.51 08/07/26
52-week position 95.6% $5.47–$19.26
More filing data
Observation price$18.65
Filing price$18.24
Observed date06/30/26
Disclosure lag37 days
Earlier filings (2 shown of 2)
Reported accumulation 05/06/26 filed
Schedule 13G amendment · 8.0K shares · 12.00% · filing $14.26 · 52-week $4.85–$14.39 · range 74.2%
Initial Schedule 13G 02/05/26 filed
Initial Schedule 13G · 6.5K shares · 12.00% · filing $10.94 · 52-week $3.47–$14.39 · range 82.9%
HYD Earliest Schedule 13G amendment found
VanEck High Yield Muni ETF
Fidelity / FMR
Schedule 13G amendment
Reported shares 8.1K
Ownership 9.20%
Latest price $50.27 08/06/26
52-week position 94.0% $48.85–$51.68
More filing data
Observation price$51.51
Filing price$50.27
Observed date06/30/26
Disclosure lag37 days
RLYB Reported accumulation
RALLYBIO CORP
Fidelity / FMR
Schedule 13G amendment
Reported shares 794.7K +232.9K
Ownership 15.00% +3.00 pts
Latest price $16.14 08/05/26
52-week position 89.5% $2.55–$17.57
More filing data
Observation price$16.00
Filing price$16.20
Observed date06/30/26
Disclosure lag37 days
Earlier filings (2 shown of 2)
Reported accumulation 03/06/26 filed
Schedule 13G amendment · 561.8K shares · 12.00% · filing $10.91 · 52-week $1.76–$11.49 · range 89.9%
Initial Schedule 13G 03/06/26 filed
Initial Schedule 13G · 372.8K shares · 12.00% · filing $10.91 · 52-week $1.76–$11.20 · range 97.6%
GTM Exit below reporting threshold
ZOOMINFO TECHNOLOGIES INC
Fidelity / FMR
Schedule 13G amendment
Reported shares 6.9K -9.1K
Ownership 2.30% -9.70 pts
Latest price $4.18 08/07/26
52-week position
More filing data
Observation price$2.93
Filing price$4.14
Observed date06/30/26
Disclosure lag37 days
Earlier filings (2 shown of 2)
Reported reduction 05/06/26 filed
Schedule 13G amendment · 15.9K shares · 12.00% · filing $6.50
Earliest Schedule 13G amendment found 02/05/26 filed
Schedule 13G amendment · 23.5K shares · 12.00% · filing $6.78 · 52-week $7.01–$12.63 · range 56.2%
USSG Reported reduction
Xtrackers MSCI USA Selection Equity ETF
Fidelity / FMR
Schedule 13G amendment
Reported shares 628 -92
Ownership 7.60% -4.40 pts
Latest price $71.92 08/05/26
52-week position 93.6% $56.50–$70.35
More filing data
Observation price$69.46
Filing price$71.71
Observed date06/30/26
Disclosure lag37 days
Earlier filings (1 shown of 1)
Initial Schedule 13G 02/05/26 filed
Initial Schedule 13G · 720 shares · 12.00% · filing $62.61 · 52-week $44.10–$64.55 · range 94.9%
EWC Initial Schedule 13G
iShares MSCI Canada ETF
Fidelity / FMR
Initial Schedule 13G
Reported shares 6.0K
Ownership 5.80%
Latest price $60.44 08/06/26
52-week position 86.4% $45.66–$59.52
More filing data
Observation price$57.64
Filing price$60.44
Observed date06/30/26
Disclosure lag37 days
XMTR Reported accumulation
XOMETRY INC
Fidelity / FMR
Schedule 13G amendment
Reported shares 4.0K +1.3K
Ownership 7.40% -4.60 pts
Latest price $93.15 08/07/26
52-week position 95.2% $30.63–$99.86
More filing data
Observation price$96.52
Filing price$86.66
Observed date06/30/26
Disclosure lag37 days
Earlier filings (1 shown of 1)
Initial Schedule 13G 02/05/26 filed
Initial Schedule 13G · 2.7K shares · 12.00% · filing $60.36 · 52-week $18.59–$69.26 · range 80.7%
BALI Exit below reporting threshold
iShares U.S. Large Cap Premium Income Active ETF
Fidelity / FMR
Schedule 13G amendment
Reported shares 1.8K +85
Ownership 4.90% -7.10 pts
Latest price $34.97 08/07/26
52-week position 85.9% $29.75–$34.50
More filing data
Observation price$33.83
Filing price$34.71
Observed date06/30/26
Disclosure lag37 days
Earlier filings (1 shown of 1)
Initial Schedule 13G 02/05/26 filed
Initial Schedule 13G · 1.7K shares · 12.00% · filing $31.69 · 52-week $25.05–$32.23 · range 92.3%
ZVRA Reported accumulation
ZEVRA THERAPEUTICS INC
Fidelity / FMR
Schedule 13G amendment
Reported shares 4.9M +4.9M
Ownership 8.30% -3.70 pts
Latest price $11.56 08/07/26
52-week position
More filing data
Observation price$14.34
Filing price$11.67
Observed date06/30/26
Disclosure lag37 days
Earlier filings (1 shown of 1)
Initial Schedule 13G 05/06/26 filed
Initial Schedule 13G · 3.2K shares · 12.00% · filing $11.25 · 52-week $6.19–$13.16 · range 44.9%
YETI Initial Schedule 13G
YETI HOLDINGS INC
Fidelity / FMR
Initial Schedule 13G
Reported shares 4.0K
Ownership 5.30%
Latest price $52.20 08/07/26
52-week position 89.1% $30.51–$51.89
More filing data
Observation price$49.56
Filing price$52.61
Observed date06/30/26
Disclosure lag37 days
KSA Reported accumulation
iShares MSCI Saudi Arabia ETF
Fidelity / FMR
Schedule 13G amendment
Reported shares 1.2K +113
Ownership 7.00% -5.00 pts
Latest price $37.65 08/07/26
52-week position 26.4% $35.81–$41.50
More filing data
Observation price$37.31
Filing price$37.62
Observed date06/30/26
Disclosure lag37 days
Earlier filings (1 shown of 1)
Initial Schedule 13G 05/06/26 filed
Initial Schedule 13G · 1.1K shares · 12.00% · filing $38.44 · 52-week $35.81–$41.55 · range 68.6%
UCB Earliest Schedule 13G amendment found
UNITED COMMUNITY BANKS INC
Fidelity / FMR
Schedule 13G amendment
Reported shares 8.0K
Ownership 6.70%
Latest price $35.51 08/07/26
52-week position 79.3% $28.65–$36.77
More filing data
Observation price$35.09
Filing price$35.84
Observed date06/30/26
Disclosure lag37 days
AVLN Reported accumulation
Avalyn Pharma Inc.
Fidelity / FMR
Schedule 13G amendment
Reported shares 5.8M +1.0M
Ownership 13.20% +1.20 pts
Latest price $32.00 08/05/26
52-week position 95.6% $24.15–$33.32
More filing data
Observation price$32.92
Filing price$31.99
Observed date06/30/26
Disclosure lag37 days
Earlier filings (1 shown of 1)
Initial Schedule 13G 05/05/26 filed
Initial Schedule 13G · 4.8M shares · 12.00% · filing $27.43 · 52-week $26.00–$30.20 · range 91.4%
IHS Initial Schedule 13G
IHS Holding Ltd
UBS
Initial Schedule 13G
Reported shares 19.4M
Ownership 5.80%
Latest price $8.24 08/06/26
52-week position 79.2% $5.53–$8.95
More filing data
Observation price$8.24
Filing price$8.18
Observed date06/30/26
Disclosure lag36 days
LW Reported reduction
Lamb Weston Holdings, Inc.
JPMorgan Chase / Asset Management
Schedule 13G amendment
Reported shares 6.9M -180.9K
Ownership 12.00% 0.00 pts
Latest price $53.31 08/05/26
52-week position 18.9% $37.62–$67.07
More filing data
Observation price$43.18
Filing price$53.30
Observed date06/30/26
Disclosure lag36 days
Earlier filings (1 shown of 1)
Initial Schedule 13G 01/16/26 filed
Initial Schedule 13G · 7.1M shares · 12.00% · filing $43.33 · 52-week $41.41–$67.93 · range 1.8%
FMSMX Reported accumulation
Fidelity Multi-Strategy Credit Fund
Fidelity / FMR
Schedule 13D amendment
Reported shares 3.1K +54
Ownership 53.40% -1.10 pts
Latest price
52-week position
More filing data
Observation price
Filing price
Observed date07/31/26
Disclosure lag4 days
Earlier filings (2 shown of 2)
Reported shares unchanged 03/31/26 filed
Schedule 13D amendment · 3.0K shares · 54.50% · filing
Earliest Schedule 13D amendment found 03/30/26 filed
Schedule 13D amendment · 3.0K shares · 53.10% · filing
NCA Reported accumulation
NUVEEN CALIFORNIA MUNICIPAL VALUE FUND
UBS
Schedule 13G amendment
Reported shares 2.2M +377.7K
Ownership 6.60% +1.18 pts
Latest price $9.04 08/06/26
52-week position 66.4% $8.40–$9.80
More filing data
Observation price$9.33
Filing price$8.96
Observed date06/30/26
Disclosure lag34 days
Earlier filings (1 shown of 1)
Initial Schedule 13G 01/30/26 filed
Initial Schedule 13G · 1.8M shares · 5.42% · filing $9.68 · 52-week $8.22–$9.30 · range 67.6%
IREN Initial Schedule 13G
IREN Ltd
Bank of America
Initial Schedule 13G
Reported shares 21.0M
Ownership 5.80%
Latest price $37.93 08/06/26
52-week position 50.5% $13.99–$76.87
More filing data
Observation price$45.73
Filing price$39.75
Observed date06/30/26
Disclosure lag34 days
INBX Initial Schedule 13G
Inhibrx Biosciences, Inc.
Bank of America
Initial Schedule 13G
Reported shares 857.3K
Ownership 5.90%
Latest price $84.56 08/05/26
52-week position 57.2% $13.97–$155.29
More filing data
Observation price$94.75
Filing price$82.72
Observed date06/30/26
Disclosure lag34 days
MPTI Exit below reporting threshold
M-tron Industries, Inc.
Bank of America
Schedule 13G amendment
Reported shares 19.7K -192.7K
Ownership 0.50% -5.60 pts
Latest price $89.11 08/05/26
52-week position
More filing data
Observation price$99.15
Filing price$83.57
Observed date06/30/26
Disclosure lag34 days
Earlier filings (1 shown of 1)
Initial Schedule 13G 05/14/26 filed
Initial Schedule 13G · 212.4K shares · 6.10% · filing $79.11
UCAR Exit below reporting threshold
U Power Ltd
Bank of America
Schedule 13G amendment
Reported shares 0 -1.3M
Ownership 0.00% -6.30 pts
Latest price $0.89 08/06/26
52-week position 1.7% $0.38–$49.80
More filing data
Observation price$1.22
Filing price$0.99
Observed date06/30/26
Disclosure lag34 days
Earlier filings (1 shown of 1)
Initial Schedule 13G 05/14/26 filed
Initial Schedule 13G · 1.3M shares · 6.30% · filing $1.36 · 52-week $0.38–$49.80 · range 0.0%
AD Exit below reporting threshold
ARRAY DIGITAL INFRASTRUCTURE, INC.
Bank of America
Schedule 13G amendment
Reported shares 743.0K -2.3M
Ownership 1.40% -4.30 pts
Latest price $35.65 08/06/26
52-week position 2.6% $35.12–$79.17
More filing data
Observation price$36.26
Filing price$35.00
Observed date06/30/26
Disclosure lag34 days
Earlier filings (1 shown of 1)
Initial Schedule 13G 05/14/26 filed
Initial Schedule 13G · 3.1M shares · 5.70% · filing $50.93 · 52-week $44.03–$79.17 · range 6.0%
MGNX Exit below reporting threshold
MACROGENICS INC
Bank of America
Schedule 13G amendment
Reported shares 2.6M -702.1K
Ownership 4.00% -1.10 pts
Latest price $3.92 08/05/26
52-week position
More filing data
Observation price$4.62
Filing price$3.82
Observed date06/30/26
Disclosure lag34 days
Earlier filings (1 shown of 1)
Initial Schedule 13G 05/14/26 filed
Initial Schedule 13G · 3.3M shares · 5.10% · filing $4.16 · 52-week $0.99–$3.54 · range 74.5%
BTZ Initial Schedule 13G
BLACKROCK CREDIT ALLOCATION INCOME TRUST
Bank of America
Initial Schedule 13G
Reported shares 4.8M +178.1K
Ownership 5.10% +0.10 pts
Latest price $10.15 08/06/26
52-week position 35.1% $9.70–$11.18
More filing data
Observation price$10.22
Filing price$10.00
Observed date06/30/26
Disclosure lag34 days
Earlier filings (2 shown of 3)
Reported shares unchanged 05/28/26 filed
Schedule 13G amendment · 4.6M shares · 5.00% · filing $10.19 · 52-week $9.54–$11.18 · range 34.1%
Reported reduction 05/15/26 filed
Schedule 13G amendment · 4.6M shares · 5.00% · filing $10.00
1 older filing(s) are outside your plan’s history limit. Compare plans.
RACC Initial Schedule 13G
Research Alliance Corp III
Bank of America
Initial Schedule 13G
Reported shares 503.9K
Ownership 6.50%
Latest price $24.62 08/06/26
52-week position 50.0% $10.21–$11.19
More filing data
Observation price$10.70
Filing price$22.40
Observed date06/30/26
Disclosure lag34 days
FSP Initial Schedule 13G
FRANKLIN STREET PROPERTIES CORP /MA/
Bank of America
Initial Schedule 13G
Reported shares 5.4M +240.9K
Ownership 5.20% +0.20 pts
Latest price $0.46 08/05/26
52-week position
More filing data
Observation price$0.52
Filing price$0.46
Observed date06/30/26
Disclosure lag34 days
Earlier filings (2 shown of 2)
Reported reduction 02/11/26 filed
Schedule 13G amendment · 5.2M shares · 5.00% · filing $0.82 · 52-week $0.85–$2.09 · range 8.1%
Initial Schedule 13G 11/14/25 filed
Initial Schedule 13G · 5.6M shares · 5.40% · filing $1.05 · 52-week $1.36–$2.21 · range 28.2%
BAP Reported shares unchanged
CREDICORP LTD.
BlackRock
Schedule 13G amendment
Reported shares 4.3M 0
Ownership 12.00% 0.00 pts
Latest price $392.12 08/04/26
52-week position 95.1% $216.87–$398.52
More filing data
Observation price$389.58
Filing price$395.79
Observed date06/30/26
Disclosure lag34 days
Earlier filings (2 shown of 4)
Initial Schedule 13G 07/27/26 filed
Initial Schedule 13G · 4.3M shares · 12.00% · filing $390.99 · 52-week $216.87–$398.52 · range 95.1%
Reported shares unchanged 04/30/26 filed
Schedule 13G amendment · 4.3M shares · 12.00% · filing $324.17 · 52-week $165.51–$380.20 · range 80.9%
2 older filing(s) are outside your plan’s history limit. Compare plans.
AMC Exit below reporting threshold
AMC ENTERTAINMENT HOLDINGS, INC.
UBS
Schedule 13G amendment
Reported shares 0 -31.8M
Ownership 0.00% -6.20 pts
Latest price $2.70 08/05/26
52-week position 0.8% $1.54–$4.13
More filing data
Observation price$1.56
Filing price$2.82
Observed date12/31/25
Disclosure lag211 days
Earlier filings (2 shown of 2)
Reported shares unchanged 07/31/26 filed
Schedule 13G amendment · 0 shares · 0.00% · filing $2.82
Initial Schedule 13G 01/30/26 filed
Initial Schedule 13G · 31.8M shares · 6.20% · filing $1.39 · 52-week $1.54–$4.13 · range 0.8%
RVPH Exit below reporting threshold
REVIVA PHARMACEUTICALS HOLDINGS, INC.
UBS
Schedule 13G amendment
Reported shares 0 -746.1K
Ownership 0.00% -5.82 pts
Latest price $0.43 08/06/26
52-week position 2.2% $0.26–$17.20
More filing data
Observation price$0.63
Filing price$0.44
Observed date06/30/26
Disclosure lag31 days
Earlier filings (1 shown of 1)
Initial Schedule 13G 05/07/26 filed
Initial Schedule 13G · 746.1K shares · 5.82% · filing $0.86 · 52-week $0.59–$23.20 · range 0.6%
AKR Earliest Schedule 13G amendment found
Acadia Realty Trust
Vanguard Capital Management
Schedule 13G amendment
Reported shares 7.1M
Ownership 12.00%
Latest price $21.50 08/05/26
52-week position 59.1% $18.04–$22.90
More filing data
Observation price$20.91
Filing price$22.47
Observed date06/30/26
Disclosure lag31 days
SLS Initial Schedule 13G
SELLAS Life Sciences Group Inc
Vanguard Capital Management
Initial Schedule 13G
Reported shares 9.7M
Ownership 12.00%
Latest price $12.01 08/07/26
52-week position 92.3% $1.39–$15.88
More filing data
Observation price$14.76
Filing price$10.01
Observed date06/30/26
Disclosure lag31 days
ZSQR Earliest Schedule 13G amendment found
Z Squared Inc
Vanguard Capital Management
Schedule 13G amendment
Reported shares 1.8M
Ownership 12.00%
Latest price $4.11 08/05/26
52-week position 23.5% $7.25–$21.41
More filing data
Observation price$10.58
Filing price$4.81
Observed date06/30/26
Disclosure lag31 days
COLL Initial Schedule 13G
Collegium Pharmaceutical Inc
Vanguard Capital Management
Initial Schedule 13G
Reported shares 1.6M
Ownership 12.00%
Latest price $35.74 08/05/26
52-week position 32.5% $29.19–$50.79
More filing data
Observation price$36.20
Filing price$35.39
Observed date06/30/26
Disclosure lag31 days
AVXL Initial Schedule 13G
Anavex Life Sciences Corp
Vanguard Capital Management
Initial Schedule 13G
Reported shares 4.7M
Ownership 12.00%
Latest price $3.20 08/05/26
52-week position 1.6% $2.41–$13.99
More filing data
Observation price$2.59
Filing price$2.75
Observed date06/30/26
Disclosure lag31 days
BRSP Earliest Schedule 13G amendment found
BrightSpire Capital Inc
Vanguard Capital Management
Schedule 13G amendment
Reported shares 6.5M
Ownership 12.00%
Latest price $5.00 08/05/26
52-week position 46.0% $4.84–$6.17
More filing data
Observation price$5.45
Filing price$5.01
Observed date06/30/26
Disclosure lag31 days
CWEN Initial Schedule 13G
Clearway Energy Inc
Vanguard Capital Management
Initial Schedule 13G
Reported shares 6.4M
Ownership 12.00%
Latest price $31.08 08/05/26
52-week position 46.3% $27.67–$41.74
More filing data
Observation price$34.18
Filing price$31.73
Observed date06/30/26
Disclosure lag31 days
BCML Earliest Schedule 13G amendment found
BayCom Corp
Vanguard Capital Management
Schedule 13G amendment
Reported shares 534.8K
Ownership 12.00%
Latest price $30.71 08/05/26
52-week position 95.6% $26.31–$33.20
More filing data
Observation price$32.90
Filing price$30.18
Observed date06/30/26
Disclosure lag31 days
COGT Initial Schedule 13G
Cogent Biosciences Inc
Vanguard Capital Management
Initial Schedule 13G
Reported shares 8.7M
Ownership 12.00%
Latest price $42.37 08/05/26
52-week position
More filing data
Observation price$38.70
Filing price$38.93
Observed date06/30/26
Disclosure lag31 days
CARE Earliest Schedule 13G amendment found
Carter Bankshares Inc
Vanguard Capital Management
Schedule 13G amendment
Reported shares 1.1M
Ownership 12.00%
Latest price $35.11 08/05/26
52-week position 99.8% $16.78–$34.04
More filing data
Observation price$34.01
Filing price$34.58
Observed date06/30/26
Disclosure lag31 days
AMTB Earliest Schedule 13G amendment found
Amerant Bancorp Inc
Vanguard Capital Management
Schedule 13G amendment
Reported shares 1.9M
Ownership 12.00%
Latest price $29.56 08/05/26
52-week position 94.4% $15.62–$26.11
More filing data
Observation price$25.52
Filing price$29.60
Observed date06/30/26
Disclosure lag31 days
CABA Initial Schedule 13G
Cabaletta Bio Inc
Vanguard Capital Management
Initial Schedule 13G
Reported shares 8.3M
Ownership 12.00%
Latest price $2.75 08/05/26
52-week position
More filing data
Observation price$3.11
Filing price$2.68
Observed date06/30/26
Disclosure lag31 days
AOUT Earliest Schedule 13G amendment found
American Outdoor Brands Inc
Vanguard Capital Management
Schedule 13G amendment
Reported shares 564.9K
Ownership 12.00%
Latest price $12.50 08/05/26
52-week position
More filing data
Observation price$11.74
Filing price$12.36
Observed date06/30/26
Disclosure lag31 days
ACVA Initial Schedule 13G
ACV Auctions Inc
Vanguard Capital Management
Initial Schedule 13G
Reported shares 8.8M
Ownership 12.00%
Latest price $7.68 08/05/26
52-week position 24.5% $4.07–$16.83
More filing data
Observation price$7.19
Filing price$7.49
Observed date06/30/26
Disclosure lag31 days
COMP Initial Schedule 13G
Compass Inc
Vanguard Capital Management
Initial Schedule 13G
Reported shares 37.6M
Ownership 12.00%
Latest price $13.07 08/05/26
52-week position
More filing data
Observation price$12.33
Filing price$11.39
Observed date06/30/26
Disclosure lag31 days
ARHS Initial Schedule 13G
Arhaus Inc
Vanguard Capital Management
Initial Schedule 13G
Reported shares 2.7M
Ownership 12.00%
Latest price $8.23 08/05/26
52-week position 38.5% $5.57–$12.98
More filing data
Observation price$8.42
Filing price$7.41
Observed date06/30/26
Disclosure lag31 days
BBAI Initial Schedule 13G
BigBear.ai Holdings Inc
Vanguard Capital Management
Initial Schedule 13G
Reported shares 24.8M
Ownership 12.00%
Latest price $3.00 08/05/26
52-week position
More filing data
Observation price$3.67
Filing price$2.79
Observed date06/30/26
Disclosure lag31 days
BATRA Earliest Schedule 13G amendment found
Atlanta Braves Holdings Inc
Vanguard Capital Management
Schedule 13G amendment
Reported shares 486.8K
Ownership 12.00%
Latest price $51.51 08/05/26
52-week position 93.0% $41.50–$57.42
More filing data
Observation price$56.31
Filing price$54.41
Observed date06/30/26
Disclosure lag31 days
ZONE Earliest Schedule 13G amendment found
Cleancore Solutions Inc
Vanguard Capital Management
Schedule 13G amendment
Reported shares 10.8M
Ownership 12.00%
Latest price $0.31 08/05/26
52-week position 7.9% $0.22–$7.82
More filing data
Observation price$0.82
Filing price$0.36
Observed date06/30/26
Disclosure lag31 days
CIM Initial Schedule 13G
Chimera Investment Corp
Vanguard Capital Management
Initial Schedule 13G
Reported shares 4.2M
Ownership 12.00%
Latest price $11.85 08/05/26
52-week position 52.0% $11.67–$14.88
More filing data
Observation price$13.34
Filing price$12.48
Observed date06/30/26
Disclosure lag31 days
AXGN Earliest Schedule 13G amendment found
Axogen Inc
Vanguard Capital Management
Schedule 13G amendment
Reported shares 2.7M
Ownership 12.00%
Latest price $45.22 08/05/26
52-week position 99.8% $10.58–$46.26
More filing data
Observation price$46.19
Filing price$42.21
Observed date06/30/26
Disclosure lag31 days
CAL Earliest Schedule 13G amendment found
Caleres Inc
Vanguard Capital Management
Schedule 13G amendment
Reported shares 1.7M
Ownership 12.00%
Latest price $14.29 08/05/26
52-week position 48.6% $8.80–$16.14
More filing data
Observation price$12.37
Filing price$12.84
Observed date06/30/26
Disclosure lag31 days
BDN Initial Schedule 13G
Brandywine Realty Trust
Vanguard Capital Management
Initial Schedule 13G
Reported shares 8.7M
Ownership 12.00%
Latest price $3.20 08/05/26
52-week position 32.4% $2.47–$4.63
More filing data
Observation price$3.17
Filing price$3.04
Observed date06/30/26
Disclosure lag31 days
AMSC Earliest Schedule 13G amendment found
American Superconductor Corp
Vanguard Capital Management
Schedule 13G amendment
Reported shares 2.4M
Ownership 12.00%
Latest price $32.94 08/05/26
52-week position 36.5% $24.87–$70.49
More filing data
Observation price$41.51
Filing price$29.37
Observed date06/30/26
Disclosure lag31 days
CHDN Initial Schedule 13G
Churchill Downs Inc
Vanguard Capital Management
Initial Schedule 13G
Reported shares 3.5M
Ownership 12.00%
Latest price $86.41 08/05/26
52-week position 24.6% $80.24–$118.46
More filing data
Observation price$89.64
Filing price$84.30
Observed date06/30/26
Disclosure lag31 days
ANIK Earliest Schedule 13G amendment found
Anika Therapeutics Inc
Vanguard Capital Management
Schedule 13G amendment
Reported shares 659.2K
Ownership 12.00%
Latest price $19.61 08/04/26
52-week position 80.8% $7.87–$16.24
More filing data
Observation price$14.63
Filing price$19.28
Observed date06/30/26
Disclosure lag31 days
CLDT Earliest Schedule 13G amendment found
Chatham Lodging Trust
Vanguard Capital Management
Schedule 13G amendment
Reported shares 2.3M
Ownership 12.00%
Latest price $13.48 08/04/26
52-week position 94.6% $6.08–$13.64
More filing data
Observation price$13.23
Filing price$13.33
Observed date06/30/26
Disclosure lag31 days
ANDE Initial Schedule 13G
Andersons Inc/The
Vanguard Capital Management
Initial Schedule 13G
Reported shares 1.7M
Ownership 12.00%
Latest price $69.75 08/05/26
52-week position 72.7% $31.84–$82.11
More filing data
Observation price$68.40
Filing price$70.78
Observed date06/30/26
Disclosure lag31 days
AMBA Initial Schedule 13G
Ambarella Inc
Vanguard Capital Management
Initial Schedule 13G
Reported shares 2.2M
Ownership 12.00%
Latest price $82.23 08/04/26
52-week position 77.5% $48.30–$96.69
More filing data
Observation price$85.80
Filing price$86.00
Observed date06/30/26
Disclosure lag31 days
AR Initial Schedule 13G
Antero Resources Corp
Vanguard Capital Management
Initial Schedule 13G
Reported shares 15.6M
Ownership 12.00%
Latest price $34.33 08/05/26
52-week position 36.3% $29.10–$45.75
More filing data
Observation price$35.14
Filing price$36.14
Observed date06/30/26
Disclosure lag31 days
BHB Earliest Schedule 13G amendment found
Bar Harbor Bankshares
Vanguard Capital Management
Schedule 13G amendment
Reported shares 830.5K
Ownership 12.00%
Latest price $40.74 08/05/26
52-week position
More filing data
Observation price$37.76
Filing price$39.71
Observed date06/30/26
Disclosure lag31 days
8HH Initial Schedule 13G
Avanos Medical Inc
Vanguard Capital Management
Initial Schedule 13G
Reported shares 2.3M
Ownership 12.00%
Latest price
52-week position
More filing data
Observation price
Filing price
Observed date06/30/26
Disclosure lag31 days
ASB Earliest Schedule 13G amendment found
Associated Banc-Corp
Vanguard Capital Management
Schedule 13G amendment
Reported shares 7.9M
Ownership 12.00%
Latest price $31.53 08/05/26
52-week position 92.6% $23.63–$31.34
More filing data
Observation price$30.77
Filing price$30.88
Observed date06/30/26
Disclosure lag31 days
CBAN Earliest Schedule 13G amendment found
Colony Bankcorp Inc
Vanguard Capital Management
Schedule 13G amendment
Reported shares 1.0M
Ownership 12.00%
Latest price $21.96 08/05/26
52-week position
More filing data
Observation price$20.09
Filing price$21.92
Observed date06/30/26
Disclosure lag31 days
LEU Initial Schedule 13G
Centrus Energy Corp
Vanguard Capital Management
Initial Schedule 13G
Reported shares 951.9K
Ownership 12.00%
Latest price $189.25 08/05/26
52-week position
More filing data
Observation price$167.87
Filing price$176.93
Observed date06/30/26
Disclosure lag31 days
BRC Initial Schedule 13G
Brady Corp
Vanguard Capital Management
Initial Schedule 13G
Reported shares 2.2M
Ownership 12.00%
Latest price $98.11 08/05/26
52-week position 75.5% $67.76–$99.29
More filing data
Observation price$91.57
Filing price$94.27
Observed date06/30/26
Disclosure lag31 days
CASY Earliest Schedule 13G amendment found
Casey's General Stores Inc
Vanguard Capital Management
Schedule 13G amendment
Reported shares 2.7M
Ownership 12.00%
Latest price $856.34 08/05/26
52-week position
More filing data
Observation price$794.79
Filing price$871.00
Observed date06/30/26
Disclosure lag31 days
CEVA Initial Schedule 13G
CEVA Inc
Vanguard Capital Management
Initial Schedule 13G
Reported shares 1.4M
Ownership 12.00%
Latest price $35.53 08/05/26
52-week position
More filing data
Observation price$47.16
Filing price$32.65
Observed date06/30/26
Disclosure lag31 days