US Activist Hedge Fund Institutional SEC 13D 13G — July 15, 2026

15-07-2026

Bank of Nova Scotia filed a Schedule 13G with the SEC on July 15, 2026, disclosing beneficial ownership of 9,244,742 shares of Intuitive Machines, Inc. common stock, representing a 5.6% stake as of June 30, 2026. The filing indicates passive investment intent under Rule 13d-1(b), with no sole voting or dispositive power over any shares, and shared power over all 9,244,742 shares. This is a routine disclosure of a significant but passive holding, with no indication of activist intent or change in control.

• · Bank of Nova Scotia disclaims beneficial ownership of all reported shares except to the extent of its pecuniary interest.
• · The filing is made pursuant to Rule 13d-1(b), indicating the shares were acquired in the ordinary course of business and not with the purpose of changing or influencing control.
• · The filer is a foreign institution claiming comparable regulatory scheme under Canadian federal law.
• · No sole voting or dispositive power is held; all 9,244,742 shares are held with shared power.

15-07-2026

The Bank of Nova Scotia has filed a Schedule 13G with the SEC, disclosing beneficial ownership of 14,791,062 shares of CleanSpark, Inc. common stock, representing a 5.62% stake as of June 30, 2026. The filing is made under Rule 13d-1(b), indicating the shares were acquired in the ordinary course of business and not for the purpose of influencing control. This passive stake by a major Canadian bank signals institutional interest in CleanSpark, a crypto-asset focused company.

• · The filing is a Schedule 13G (passive investment), not a Schedule 13D (activist intent).
• · The Bank of Nova Scotia is a Canadian federal-level bank, filing as a parent holding company under Rule 13d-1(b)(1)(ii)(g).
• · The Bank of Nova Scotia has sole voting power and sole dispositive power over all 14,791,062 shares.
• · The filing certifies that the foreign regulatory scheme applicable to the Bank of Nova Scotia is substantially comparable to the U.S. regulatory scheme.

15-07-2026

Bank of Nova Scotia filed a Schedule 13G disclosing beneficial ownership of 3,560,813 shares of Voyager Technologies, Inc./TX common stock, representing 6.42% of shares outstanding as of June 30, 2026. The filing indicates passive investment intent under Rule 13d-1(b).

• · Filing made under Rule 13d-1(b) indicating passive investment.
• · Bank of Nova Scotia is a parent holding company in accordance with 13d-1(b)(1)(ii)(g).
• · Sole voting power and sole dispositive power over all 3,560,813 shares.

15-07-2026

Bank of Nova Scotia filed a Schedule 13G/A with the SEC on July 15, 2026, disclosing beneficial ownership of 5,247,293 common shares of 3D Systems Corp, representing 3.17% of the outstanding shares. The filing is an amendment to a previous Schedule 13G and reflects the bank's holdings as of June 30, 2026.

• · The filing is made under Rule 13d-1(b), indicating the bank is a passive investor.
• · Bank of Nova Scotia disclaims beneficial ownership of 0 shares held by others.
• · The bank certifies that its foreign regulatory scheme is substantially comparable to U.S. regulations.

15-07-2026

Privium Fund Management B.V. and related entities filed a Schedule 13G/A disclosing aggregate beneficial ownership of approximately 5.47 million ordinary shares of ProQR Therapeutics N.V., representing about 3.87% of the 141,121,476 shares outstanding. The filing is a routine amendment under Rule 13d-1(c) and indicates no change in control intent.

• · The filing is an amendment to Schedule 13G, indicating no change in the passive investment intent.
• · All reporting persons are based in the Netherlands.
• · Patrick Johan Hendrik Krol directly holds 26,302 shares in addition to deemed ownership through the entities.

15-07-2026

Pzena Investment Management LLC disclosed a 7.7% beneficial ownership stake in Corebridge Financial, Inc. as of June 30, 2026, holding 34,206,877 shares of common stock. The filing is an amendment to Schedule 13G, indicating the stake is held in the ordinary course of business and not for control purposes. No prior period comparison is available in this filing to assess changes in ownership.

• · Pzena holds sole voting power over 27,320,303 shares and sole dispositive power over all 34,206,877 shares.
• · The filing is made under Rule 13d-1(b), indicating the investment manager is a passive investor.
• · No single client of Pzena holds more than 5% of the class.

15-07-2026

Lee Eun Young filed a Schedule 13G/A with the SEC on July 15, 2026, disclosing beneficial ownership of 47,000 shares of Nexentis Technologies Inc. (formerly N2OFF, Inc.) common stock, representing 3.23% of the 1,453,333 shares outstanding as of June 23, 2026. The filing indicates the shares were acquired in the ordinary course of business and not with the purpose of changing or influencing control.

• · The filing is an amendment (Schedule 13G/A) to a previous Schedule 13G.
• · The company changed its name from N2OFF, Inc. to Nexentis Technologies Inc. on March 19, 2024.
• · Lee Eun Young's address is in Hwaseong-si, Gyeonggi-do, Republic of Korea.
• · The filing certifies that the securities were not acquired to change or influence control of the issuer.

15-07-2026

Pzena Investment Management LLC disclosed a 8.8% beneficial ownership stake in Magna International Inc as of June 30, 2026, holding 24,431,165 shares of common stock. The filing is an amendment to Schedule 13G, indicating the shares were acquired in the ordinary course of business and not for changing or influencing control of the issuer.

• · The filing is an amendment to Schedule 13G (SC 13G/A), filed on July 15, 2026, with an event date of June 30, 2026.
• · Pzena Investment Management LLC is based in New York, NY, and is a Delaware limited liability company.
• · The filing certifies that the securities were acquired and are held in the ordinary course of business, not for changing or influencing control of the issuer.
• · No single client of the investment manager has an interest relating to more than five percent of the class.

15-07-2026

Invesco Ltd. filed a Schedule 13G with the SEC on July 15, 2026, disclosing beneficial ownership of 25,708,221 shares of Coca-Cola Europacific Partners plc (CCEP) as of December 31, 2025. This represents a 5.7% stake in the company, held on behalf of Invesco's clients through its subsidiary investment advisers.

• · Invesco Ltd. is a Bermuda-based parent holding company filing under Rule 13d-1(b).
• · The filing certifies the securities were acquired in the ordinary course of business, not to change or influence control of the issuer.
• · No single person has greater than 5% economic ownership in the reported securities.
• · Invesco's clients, as holders of record, have the right to receive dividends and proceeds from the sale of the shares.

15-07-2026

Chemung Canal Trust Co filed an amended Schedule 13G with the SEC, reporting beneficial ownership of 305,090 shares of Chemung Financial Corp common stock, representing 6.33% of total shares outstanding as of June 30, 2026. The shares are held across trust, estate, investment management, and custodial accounts, and were acquired and are held in the ordinary course of business without any intent to change or influence control of the issuer.

• · Filing is an amended Schedule 13G (SCHEDULE 13G/A), indicating a change from a prior filing.
• · No shares are held with sole voting power (0 shares), while 305,090 shares are held with shared voting power (0 sole, 305,090 shared).
• · Of the 305,090 shares, 253,565 are held with shared dispositive power; 51,525 shares have sole dispositive power.
• · 97,829 shares (2.03% of total outstanding) are held under a tax-qualified retirement plan sponsored by the reporting person for its employees.
• · The filing certifies that the securities were acquired and held in the ordinary course of business and not to change or influence control of the issuer.

15-07-2026

RichRich Capital LLC and its sole member Rich Huang filed a Schedule 13G/A with the SEC on July 15, 2026, disclosing that as of July 14, 2026, they owned zero securities of General Fusion Group Ltd. (formerly Spring Valley Acquisition Corp. III). The filing indicates a complete exit or non-holding by the reporting persons in the issuer.

• · The issuer changed its name from Spring Valley Acquisition Corp. III to General Fusion Group Ltd. on June 26, 2026.
• · RichRich Capital LLC is organized under the laws of Indiana, and Rich Huang is a U.S. citizen.
• · The filing is made pursuant to Rule 13d-1(c), indicating the reporting persons are passive investors.
• · The reporting persons certify that the securities were not acquired to change or influence control of the issuer.

15-07-2026

On June 22, 2026, RJDT Holdings, L.P. acquired 10,262,278 Class A units and SCM Holdings GP, LLC acquired 103,659 Class A units of Ridgepost Capital, LLC, a subsidiary of P10, Inc. (now Ridgepost Capital, Inc.). This acquisition gives the filing group (RJDT Holdings and SCM Holdings GP) beneficial ownership of 10,365,937 shares of Class A Common Stock, representing an 11.70% stake in the company.

• · The acquisition was made pursuant to an Interest Purchase Agreement dated February 4, 2026.
• · The Class A units are exchangeable into shares of Class A Common Stock on a one-for-one basis under an Exchange Agreement dated August 25, 2022.
• · The filing is made under Rule 13d-1(c), indicating the securities were not acquired with the purpose of changing or influencing control of the issuer.

15-07-2026

Invesco Ltd. filed an amended Schedule 13G with the SEC, reporting beneficial ownership of 26,543,373 shares of Microchip Technology Inc. common stock as of March 31, 2026, representing a 4.9% stake. The filing indicates that Invesco's holdings are held on behalf of its clients, with no single client having greater than 5% economic ownership. The filing is a routine disclosure of passive investment and does not reflect any change in control intent.

• · Invesco Ltd. has sole voting power over 26,291,113 shares and sole dispositive power over all 26,543,373 shares.
• · No single client of Invesco has greater than 5% economic ownership in the securities.
• · The filing is made pursuant to Rule 13d-1(b), indicating passive investment intent.
• · The filing date is July 15, 2026, with the ownership snapshot as of March 31, 2026.

15-07-2026

Wasatch Advisors LP filed an amended Schedule 13G with the SEC on July 15, 2026, disclosing beneficial ownership of 2,819,293 shares of Freshpet, Inc. common stock, representing 5.7% of the outstanding shares. The filing indicates a decrease from the prior reported amount of 1,999,682 shares (though the prior percentage is not provided), reflecting a net increase of 819,611 shares. The shares are held in the ordinary course of business and not for control purposes.

• · Wasatch Advisors LP holds sole dispositive power over all 2,819,293 shares.
• · The filing is made under Rule 13d-1(b), indicating the shares are held in the ordinary course of business and not for control purposes.
• · The prior filing (not shown) reported 1,999,682 shares, implying a 41% increase in Wasatch's stake.

15-07-2026

Moshe Moalem filed a Schedule 13G/A with the SEC on July 15, 2026, disclosing beneficial ownership of 5,263,161 ordinary shares of Nano-X Imaging Ltd., representing 7.56% of the company's outstanding shares. The filing indicates no change in the number of shares owned compared to the prior filing, and the percentage ownership decreased slightly from the previous reporting period due to an increase in total shares outstanding.

• · The filing is an amendment (Schedule 13G/A) to a previous beneficial ownership report.
• · Moshe Moalem directly holds 4,266,430 Ordinary Shares and indirectly holds 996,731 Ordinary Shares through Tanir Corporation BVI, which he wholly owns and controls.
• · The percentage ownership is based on 69,609,485 Ordinary Shares outstanding as of December 31, 2025, as reported in the Issuer's Annual Report on Form 20-F filed on March 11, 2026.
• · The filing was made pursuant to Rule 13d-1(d) under the Securities Exchange Act of 1934.

15-07-2026

Wasatch Advisors LP filed a Schedule 13G/A with the SEC on July 15, 2026, reporting beneficial ownership of 1,892,453 Class A shares of Goosehead Insurance, Inc., representing 8.0% of the outstanding shares. The filing indicates a decrease from the previously reported 1,332,999 shares (amounts not directly comparable due to potential share count changes), but the current stake remains significant.

• · Wasatch Advisors LP is an investment adviser (IA) filing under Rule 13d-1(b).
• · The filing is an amendment (SCHEDULE 13G/A) to a previous Schedule 13G.
• · The shares are held in the ordinary course of business and not for changing or influencing control.

15-07-2026

Tetragon Financial Group Limited and related entities filed an amended Schedule 13G with the SEC on July 15, 2026, disclosing aggregate beneficial ownership of 30,950,000 shares of UiPath Class A common stock, representing 6.8% of the 453,429,560 shares outstanding as of May 29, 2026. The filing is a routine passive ownership disclosure under Rule 13d-1(c), with the group certifying the shares were not acquired to change or influence control of UiPath.

• · The filing is an amendment (Schedule 13G/A) to a previous beneficial ownership report.
• · The group certifies the shares were acquired and are held for passive investment purposes, not to change or influence control of UiPath.
• · The filing is made under Rule 13d-1(c), which is used by passive investors holding more than 5% of a class of equity securities.
• · The group's aggregate ownership of 30,950,000 shares is unchanged from the prior filing (no new acquisition or disposition disclosed).

15-07-2026

S.H.N. Financial Investments Ltd. filed a Schedule 13G with the SEC on July 15, 2026, disclosing beneficial ownership of 1,609,686 Class A Ordinary Shares and pre-funded warrants of Elong Power Holding Ltd., representing 9.99% of the outstanding shares. The filing notes that the reporting person sold 280,250 Class A Ordinary Shares and 489,000 Pre-Funded Warrants acquired on May 18, 2026, and that additional warrants are subject to a 9.99% beneficial ownership limitation.

• · The filing is made under Rule 13d-1(c), indicating passive investment intent.
• · The reporting person sold 280,250 Class A Ordinary Shares and 489,000 Pre-Funded Warrants acquired on May 18, 2026.
• · Additional warrants (1,140,314 pre-funded, 769,250 acquired May 18, 2026, and 2,750,000 acquired July 2026) are excluded due to a 9.99% beneficial ownership limitation.
• · The percentage ownership is based on 14,503,289 Class A Ordinary Shares outstanding, assuming no exercise of warrants.
• · Nir Shamir, CEO of S.H.N. Financial Investments Ltd., may be deemed to beneficially own the securities but disclaims beneficial ownership for all other purposes.

15-07-2026

Wasatch Advisors LP filed a Schedule 13G/A with the SEC on July 15, 2026, disclosing beneficial ownership of 7,960,735 shares of HealthEquity, Inc., representing a 9.5% stake. The filing was made under Rule 13d-1(b) and certifies the shares were acquired in the ordinary course of business, not to influence control.

• · Wasatch Advisors LP also holds sole voting power over 5,564,289 shares.
• · The filing is an amendment to a prior 13G filing, indicating a change in holdings or ownership percentage.

15-07-2026

On July 14, 2026, Warren Buffett converted 8,000 Class A shares into 12 million Class B shares and donated 9 million Class B shares to the Susan Thompson Buffett Foundation and 1 million Class B shares each to the Sherwood Foundation, the Howard G. Buffett Foundation, and the NoVo Foundation. Following these transactions, Buffett retains 188,290 Class A shares (38.2% of Class A outstanding) and 1,162 Class B shares, representing 29.7% of aggregate voting power and 13.2% of economic interest. The donations reduce his economic stake but maintain significant voting control.

• · The conversion and donations occurred on July 14, 2026.
• · Buffett's Class A holdings decreased from 196,290 shares (pre-conversion) to 188,290 shares.
• · The Susan Thompson Buffett Foundation received the largest donation: 9 million Class B shares.
• · Each of the Sherwood Foundation, Howard G. Buffett Foundation, and NoVo Foundation received 1 million Class B shares.
• · Buffett retains sole voting and dispositive power over all his remaining shares.

15-07-2026

Lind Global Fund III LP, along with its general partner Lind Global Partners III LLC and managing member Jeff Easton, filed a Schedule 13G/A with the SEC on July 15, 2026, disclosing beneficial ownership of 140,053 common shares of DEFSEC Technologies Inc. (formerly KWESST Micro Systems Inc.), representing 4.99% of the outstanding shares. The ownership is derived from 356,304 warrants, but a conversion limitation caps beneficial ownership at 4.99% to prevent exceeding that threshold. The filing indicates no change in control intent, as the securities were not acquired for that purpose.

• · The filing is an amendment (SC 13G/A) to a previous Schedule 13G, filed under Rule 13d-1(c).
• · The reporting persons' beneficial ownership is limited to 4.99% due to a conversion restriction in the warrants.
• · The company's principal business office is in Ottawa, Ontario, Canada, and it was formerly known as KWESST Micro Systems Inc. (name change on October 21, 2021).
• · The reporting persons certify that the securities were not acquired with the purpose of changing or influencing control of the issuer.

15-07-2026

Perpetual Investment Management Ltd filed a Schedule 13G/A with the SEC on July 15, 2026, disclosing beneficial ownership of 8,020,693 depositary receipts and Class B shares of News Corp, representing 4.4% of the outstanding shares. The filing indicates the securities were acquired in the ordinary course of business and not for the purpose of changing or influencing control of the issuer.

• · Perpetual Investment Management Ltd is an Australian investment manager (non-U.S. institution) based in Sydney.
• · The filing is an amendment (Schedule 13G/A) to a previous Schedule 13G.
• · The filer disclaims membership in any group for purposes of Section 13(d) or 13(g) of the Act.
• · The securities were acquired and are held in the ordinary course of business, not to change or influence control of News Corp.

15-07-2026

A group of entities led by SP Manager LLC and Michael C. Skaff filed a Schedule 13D disclosing aggregate beneficial ownership of 2,783,102 shares (19.9%) of Vivos Therapeutics, Inc. The filing details a June 30, 2026 private placement in which V-Co Investors 4 LLC purchased 2,749,330 shares of Series A Convertible Preferred Stock and a warrant for 2,749,330 common shares at $0.582 per share, using $1,600,000 in funds (including conversion of a $1,100,000 convertible note). However, due to a 19.99% beneficial ownership blocker, only 86,979 shares are currently deemed beneficially owned by V-Co 4 (0.6%), and the group states its purpose is investment, with no current plans for extraordinary transactions or board changes.

• · The purchase price per share in the private placement was $0.582.
• · The common stock warrant has a five-year term and an exercise price of $0.456 per share.
• · Without the 19.99% blocker, SP Manager LLC and Michael C. Skaff would be deemed to beneficially own an additional 18,389,979 shares.
• · The group has no current plans for mergers, asset sales, board changes, delisting, or other extraordinary transactions.
• · No transactions in the issuer's common stock were effected by the reporting persons in the past 60 days other than the private placement.

15-07-2026

Wasatch Advisors LP filed a Schedule 13G/A with the SEC on July 15, 2026, disclosing beneficial ownership of 578,445 shares of ICF International, Inc. (ICFI) as of June 30, 2026, representing 3.2% of the outstanding common stock. The filing indicates Wasatch Advisors holds the shares for investment purposes in the ordinary course of business, with no intent to change or influence control of the issuer.

• · Wasatch Advisors LP holds 440,805 shares with sole voting power and 578,445 shares with sole dispositive power.
• · The filing is an amendment (Schedule 13G/A) to a prior Schedule 13G.
• · Wasatch Advisors LP is a Delaware limited partnership and an investment adviser (IA).

15-07-2026

BT Parent GP, LLC and Beckham Aggregator, L.P. filed an amended Schedule 13D disclosing beneficial ownership of 8,907,540 shares of Repay Holdings Corp Class A Common Stock, representing 9.38% of outstanding shares (or 9.93% under SEC beneficial ownership rules). The filing also reveals a cooperation agreement dated July 13, 2026, under which the Board was expanded from six to seven members and Zach F. Sadek was appointed to the Board, with the company agreeing to nominate him at the 2027 annual meeting. No transactions in Class A Common Stock were effected by the reporting persons during the past 60 days.

• · The reporting persons have not effected any transactions in Class A Common Stock during the past 60 days.
• · The cooperation agreement includes customary standstill restrictions and confidentiality obligations effective until 30 days after Mr. Sadek's departure from the Board or the day after the 2027 annual meeting, whichever is earlier.
• · Zach F. Sadek is obligated to transfer to PCP Managers II, L.P. any shares received upon settlement of restricted stock units held for his benefit.

15-07-2026

Wasatch Advisors LP disclosed a 13.3% beneficial ownership stake in Journey Medical Corp (DERM) as of June 30, 2026, holding 2,858,930 shares. The filing is an amendment (SC 13G/A) and indicates the shares were acquired in the ordinary course of business, not for changing or influencing control.

• · Wasatch Advisors LP has sole voting power over 2,664,647 shares and sole dispositive power over 2,858,930 shares.
• · The filing is an amendment to a previous Schedule 13G, indicating a change in ownership since the last filing.
• · Wasatch Advisors LP is a Delaware limited partnership and an investment adviser (IA).

15-07-2026

Wasatch Advisors LP filed a Schedule 13G/A with the SEC on July 15, 2026, disclosing beneficial ownership of 868,696 shares of Kadant Inc (KAI) common stock as of June 30, 2026, representing a 7.4% stake. The filing indicates Wasatch Advisors holds the shares in the ordinary course of business and not with the intent to change or influence control of the issuer.

• · Wasatch Advisors LP has sole voting power over 589,735 shares and sole dispositive power over all 868,696 shares.
• · The filing is an amendment (SCHEDULE 13G/A) to a prior Schedule 13G.
• · The securities were acquired and are held in the ordinary course of business, not for changing or influencing control.

15-07-2026

Tether Global Investments Fund, S.I.C.A.F., S.A. and related parties filed Amendment No. 9 to their Schedule 13D, disclosing beneficial ownership of 12,587,333 common shares of Metalla Royalty & Streaming Ltd., representing 13.5% of outstanding shares. The filing reports no new transactions since the prior amendment on June 16, 2026, and includes disclosures of prior regulatory settlements with the CFTC ($41 million) and NYAG ($18.5 million).

• · No transactions were executed by the Reporting Persons between June 16, 2026 and July 15, 2026.
• · The filing is an amendment (No. 9) to the original Schedule 13D filed on October 24, 2025.
• · Giancarlo Devasini has a greater than 50% voting interest in Tether Global Investments Fund, S.I.C.A.F., S.A.
• · Tether Global Investments Fund changed its name from Tether Holdings, S.A. de C.V. on February 4, 2025, and from Tether Holdings Ltd on June 4, 2024.
• · The CFTC settlement in October 2021 related to allegations that USDT was not fully backed by U.S. Dollars from June 2016 to February 2019.
• · The NYAG settlement in February 2021 required Tether and Bitfinex to discontinue trading with New York persons/entities and submit to mandatory reporting.

15-07-2026

Wasatch Advisors LP filed a Schedule 13G/A with the SEC on July 15, 2026, disclosing beneficial ownership of 380,863 shares of Limbach Holdings, Inc. (LMB), representing a 3.2% stake. The filing indicates that Wasatch Advisors holds these shares in the ordinary course of business and not with the intent to change or influence control of the issuer.

• · Wasatch Advisors LP has sole voting power over 287,193 shares and sole dispositive power over all 380,863 shares.
• · The filing is an amendment (Schedule 13G/A) as of June 30, 2026.
• · Wasatch Advisors LP is a Delaware limited partnership and an investment adviser (IA).

15-07-2026

Dennis Bhaskaran and Cheryl Bhaskaran filed a Schedule 13G with the SEC on July 15, 2026, disclosing aggregate beneficial ownership of 744,747 shares (9.9%) of Newton Golf Company, Inc. (NWTG). The filing includes shares held directly, jointly, and through a trust, with warrants and preferred stock subject to a 9.99% beneficial ownership blocker. The ownership percentage is based on 4,592,063 shares outstanding as of May 11, 2026.

• · The filing was made under Rule 13d-1(c), indicating the shares were not acquired with the purpose of changing or influencing control.
• · Dennis Bhaskaran's address is 964 Wildwood Lane NW, Grand Rapids, MI 49534.
• · The Trust is named 'Dennis and Cheryl Bhaskaran TR U/A Dated 11/06/2014'.
• · The company's former name was Sacks Parente Golf, Inc., changed on June 16, 2022.
• · The filing includes a Joint Filing Agreement between Dennis and Cheryl Bhaskaran.

15-07-2026

Millennium Management LLC, Millennium Group Management LLC, and Israel A. Englander filed a Schedule 13G/A with the SEC on July 15, 2026, disclosing beneficial ownership of 805,450 Class A Ordinary Shares of Bleichroeder Acquisition Corp. II, representing 2.8% of the outstanding shares. The filing is an amendment to a prior Schedule 13G and indicates no change in the aggregate position from the previous filing, as the reported amount and percentage remain the same. The filers certify that the securities were not acquired to change or influence control of the issuer.

• · The filing is an amendment (Schedule 13G/A) filed under Rule 13d-1(c), indicating the filer is a passive investor.
• · The securities are held by entities subject to voting control and investment discretion by Millennium Management LLC and/or other investment managers controlled by Millennium Group Management LLC and Israel A. Englander.
• · The filing includes a Joint Filing Agreement dated July 14, 2026, among the three reporting entities.
• · The filers disclaim beneficial ownership of the securities held by the underlying entities except to the extent of their pecuniary interest.

15-07-2026

Integrated Core Strategies (US) LLC, an affiliate of Millennium Management, filed a Schedule 13G/A disclosing beneficial ownership of 811,042 shares of OrthoPediatrics Corp. (KIDS) as of June 30, 2026, representing 3.2% of the outstanding common stock. The filing is a routine passive investment disclosure under Rule 13d-1(c), with no change in control intent. The filing also covers Millennium Management LLC, Millennium Group Management LLC, and Israel A. Englander, who collectively report 816,830 shares (3.2%).

• · The filing is an amendment (Schedule 13G/A) filed on July 15, 2026, with a date of change of July 15, 2026.
• · The securities are held by entities subject to voting control and investment discretion by Millennium Management LLC and/or other investment managers controlled by Millennium Group Management LLC and Israel A. Englander.
• · The filing includes a Joint Filing Agreement dated July 14, 2026, among the reporting persons.
• · The filers certify that the securities were not acquired with the purpose or effect of changing or influencing control of the issuer.

15-07-2026

Tang Capital Management, LLC and related entities (Kevin Tang, Tang Capital Partners, LP, etc.) filed an amended Schedule 13G disclosing beneficial ownership of 6,913,329 shares of Fulcrum Therapeutics, Inc. common stock, representing 10.4% of the 66,633,321 shares outstanding as of April 20, 2026. The filing indicates a passive investment intent, with no purpose or effect of changing or influencing control of the issuer.

• · The filing is an amendment to Schedule 13G, indicating a change in ownership or other details since the prior filing.
• · The reporting persons disclaim beneficial ownership except to the extent of their pecuniary interest.
• · The filing is made under Rule 13d-1(c), confirming the passive investor status.

15-07-2026

AIPCF VIII (Cayman), Ltd. and affiliated entities (collectively, AIP) filed an amended Schedule 13D disclosing beneficial ownership of 3,400,000 shares of Rayonier Advanced Materials Inc. (RYAM) common stock, representing 5.0416% of the 67,438,549 shares outstanding as of May 4, 2026. The filing reveals that RYAM is engaged in a formal strategic alternatives process (announced April 20, 2026) and that AIP has entered into a confidentiality agreement with the issuer, signaling potential interest in a transaction. AIP used approximately $25.44 million to acquire the shares, funded by working capital and a credit facility.

• · The filing is an amendment to Schedule 13D (Amendment No. 1) filed on July 15, 2026.
• · The Reporting Persons entered into a standard confidentiality agreement with RYAM, which includes customary standstill and non-disclosure provisions.
• · AIP may submit non-binding proposals for acquisition of some or all of RYAM's assets or shares, but no definitive agreement has been reached.
• · All transactions in Common Stock by the Reporting Persons in the past 60 days were open-market purchases through a broker; details are provided in Annex A.
• · The Reporting Persons disclaim beneficial ownership for purposes of Section 13 of the Exchange Act.

15-07-2026

Pzena Investment Management LLC disclosed a 5.5% beneficial ownership stake in ScanSource, Inc. as of June 30, 2026, holding 1,109,743 shares of common stock. The filing is a Schedule 13G, indicating passive investment intent, and the shares are held on behalf of clients, with no single client owning more than 5% of the class.

• · Pzena has sole dispositive power over all 1,109,743 shares.
• · The filing is made under Rule 13d-1(b), confirming passive investment intent.
• · No single client of Pzena has an interest in more than 5% of the class.

15-07-2026

Pzena Investment Management LLC disclosed a 8.9% beneficial ownership stake in Globant S.A. as of June 30, 2026, holding 3,859,718 shares of common stock. The filing is an amendment to Schedule 13G, indicating passive investment intent under Rule 13d-1(b). The stake represents a significant increase from the prior period, though the filing does not provide prior period figures for comparison.

• · Pzena Investment Management LLC is a Delaware limited liability company acting as an investment adviser (IA).
• · The filing is an amendment to Schedule 13G, filed on July 15, 2026, with a date of change of July 15, 2026.
• · Pzena holds 2,743,602 shares with sole voting power and 0 shares with shared voting power; 3,859,718 shares with sole dispositive power and 0 with shared dispositive power.
• · No single client of Pzena holds more than 5% of the class.
• · The securities were acquired and are held in the ordinary course of business, not for changing or influencing control of the issuer.

15-07-2026

Pzena Investment Management LLC disclosed a 14.4% beneficial ownership stake in Hooker Furnishings Corp (HOFT) as of June 30, 2026, holding 1,542,623 shares of common stock. The filing is an amended Schedule 13G, indicating the position was acquired in the ordinary course of business and not for control purposes.

• · Pzena has sole voting power over 1,362,220 shares and sole dispositive power over 1,542,623 shares.
• · The filing is made under Rule 13d-1(b), indicating the investment manager is a passive investor.
• · No single client of Pzena holds more than 5% of the class of securities.

15-07-2026

Jorey Chernett filed a Schedule 13G with the SEC on July 15, 2026, disclosing beneficial ownership of 813,159 ordinary shares of Mobilicom Ltd, representing 6.4% of the company's outstanding shares. The filing indicates a passive investment intent, with no purpose or effect of changing or controlling the issuer.

• · The filing was made pursuant to Rule 13d-1(c), indicating a passive investment.
• · Jorey Chernett's principal business address is 6222 Indianwood Trail, Bloomfield Hills, MI 48301.
• · The issuer's outstanding share count of 12,633,371 is based on the Annual Report on Form 20-F filed March 23, 2026.
• · The Reporting Person certifies that the securities were not acquired to change or influence control of the issuer.

15-07-2026

Firment Shipping Inc. and Georgios Feidakis filed Amendment No. 11 to Schedule 13D, disclosing beneficial ownership of 6,578,633 common shares (30.5%) of Globus Maritime Ltd. Since the prior amendment, Firment Shipping purchased an additional 221,166 shares for $602,887. The filing indicates no present plans for major corporate changes but reserves the right to increase or decrease their position.

• · Amendment No. 11 to Schedule 13D filed on July 15, 2026.
• · Firment Shipping purchased 221,166 Common Shares since Amendment No. 10 for $602,887 using personal funds of Mr. Feidakis.
• · No transactions in Common Shares were effected by the Reporting Persons during the past 60 days, except as disclosed in Exhibit 99.3.
• · Mr. Feidakis is a director of the Issuer and may have influence over corporate activities.
• · Reporting Persons disclaim forming a 'group' with any other person.
• · Registration rights agreement exists with Firment Trading Limited dated November 23, 2016.

15-07-2026

Aberdeen Group plc and its subsidiary abrdn Inc. filed a Schedule 13G/A disclosing beneficial ownership of 2,753,525 shares of SERA PROGNOSTICS, INC. Class A Common Stock, representing 7.21% of outstanding shares as of June 30, 2026. The filing indicates the shares are held in the ordinary course of business and not for control purposes.

• · The filing is an amendment (Schedule 13G/A) filed on July 15, 2026.
• · The shares are held by abrdn Inc. on behalf of underlying clients.
• · Aberdeen Group plc is the parent company; abrdn Holdings Limited is the intermediate holding company for abrdn Inc.
• · The filing certifies that the securities were acquired and are held in the ordinary course of business and not for changing or influencing control.

15-07-2026

Pzena Investment Management LLC disclosed a 3.9% beneficial ownership stake in Avnet Inc as of June 30, 2026, holding 3,226,409 shares of common stock. The filing is an amendment to Schedule 13G and indicates the shares are held in the ordinary course of business without intent to influence control.

• · Pzena Investment Management has sole voting power over 1,922,351 shares and sole dispositive power over all 3,226,409 shares.
• · No single client of the investment manager holds more than 5% of the class.
• · The filing is made under Rule 13d-1(b), indicating passive investment intent.

15-07-2026

Mitsubishi UFJ Financial Group (MUFG) filed an amendment to its Schedule 13D, reporting beneficial ownership of 377,085,167 shares of Morgan Stanley common stock, representing 24.12% of outstanding shares as of July 7, 2026. MUFG also disclosed that it has resumed its sales plan with Morgan Stanley, with the first sale day set for July 30, 2026, after the plan had been suspended since December 2020. The filing includes standard disclaimers regarding 3,425,951 shares held in a fiduciary capacity, over which MUFG disclaims beneficial ownership.

• · MUFG's sales plan with Morgan Stanley was originally entered into on April 18, 2018, and suspended on December 10, 2020.
• · The resumption of sales under the plan begins with July 30, 2026 as the first Sale Day.
• · No transactions in Morgan Stanley common stock by MUFG or its directors/officers occurred in the past 60 days, except fiduciary transactions.
• · MUFG disclaims beneficial ownership of the 3,425,951 Managed Shares (0.22% of outstanding).
• · The filing is the 23rd amendment to the original Schedule 13D filed on October 23, 2008.

15-07-2026

The Bank of Nova Scotia filed a Schedule 13G/A with the SEC on July 15, 2026, disclosing beneficial ownership of 39,824,376 shares of TeraWulf Inc. common stock, representing a 7.7% stake as of June 30, 2026. The filing is made under Rule 13d-1(b) as a passive investment by a foreign banking institution, indicating no change in the nature of the holding from prior filings.

• · The filing is an amendment (Schedule 13G/A) to a prior Schedule 13G.
• · Bank of Nova Scotia is a foreign banking institution organized under Canadian federal law.
• · The filing certifies that the foreign regulatory scheme applicable to Bank of Nova Scotia is substantially comparable to the U.S. regulatory scheme for functionally equivalent institutions.
• · The bank disclaims beneficial ownership of any shares beyond the 39,824,376 reported.

15-07-2026

The Bank of Nova Scotia filed a Schedule 13G with the SEC, disclosing beneficial ownership of 4,439,943 shares of Penguin Solutions, Inc. (formerly SMART Global Holdings, Inc.) common stock, representing an 8.52% stake as of June 30, 2026. The filing indicates passive investment intent under Rule 13d-1(b).

• · The filing is a Schedule 13G (passive investment, not activist) under Rule 13d-1(b).
• · Bank of Nova Scotia disclaims beneficial ownership of 0 shares held by others.
• · The filing certifies that the foreign regulatory scheme applicable to Bank of Nova Scotia is substantially comparable to the U.S. regulatory scheme.
• · Penguin Solutions, Inc. changed its name from SMART Global Holdings, Inc. on August 13, 2014.

15-07-2026

Pzena Investment Management LLC filed a Schedule 13G/A with the SEC, disclosing beneficial ownership of 14,200,759 common shares of Amdocs Ltd, representing 13.2% of the class. The filing, made under Rule 13d-1(b), indicates the shares are held in the ordinary course of business and not for changing or influencing control of the issuer.

• · 10,893,470 shares are held with sole voting power
• · 0 shares are held with shared voting power
• · 14,200,759 shares are held with sole dispositive power
• · 0 shares are held with shared dispositive power
• · No single client of Pzena Investment Management LLC has an interest in more than 5% of the class

15-07-2026

The Bank of Nova Scotia filed a Schedule 13G with the SEC on July 15, 2026, disclosing beneficial ownership of 1,358,404 common shares of Centrus Energy Corp, representing 6.91% of the company's outstanding shares. The filing indicates the bank holds the shares for investment purposes in the ordinary course of business and does not have a controlling intent.

• · The filing is made under Rule 13d-1(b), indicating the shares were acquired in the ordinary course of business and not with the purpose of changing or influencing control.
• · The Bank of Nova Scotia is a Canadian federal-level financial institution and qualifies as a parent holding company under 13d-1(b)(1)(ii)(g).
• · The bank certifies that the foreign regulatory scheme applicable to it is substantially comparable to the U.S. regulatory scheme for functionally equivalent institutions.

15-07-2026

Invesco Ltd. filed a Schedule 13G with the SEC on July 15, 2026, disclosing beneficial ownership of 28,129,017 shares of Cognizant Technology Solutions Corp, representing 5.9% of the outstanding common stock as of March 31, 2026. The filing indicates Invesco holds the shares on behalf of its clients through various subsidiary investment advisers, and certifies the securities were acquired in the ordinary course of business without intent to influence control.

• · Invesco Ltd. has sole voting power over 27,766,517 shares and sole dispositive power over 28,129,017 shares.
• · The filing is made under Rule 13d-1(b), indicating the shares were acquired in the ordinary course of business and not with the purpose of changing or influencing control of the issuer.
• · No single person has greater than 5% economic ownership in the securities listed above.
• · The Schedule 13G is dated as of March 31, 2026, and was filed on July 15, 2026.
• · Invesco Ltd. is organized under the laws of Bermuda and its principal business address is in Atlanta, GA.