US Activist Hedge Fund Institutional SEC 13D 13G — August 06, 2026

06-08-2026

BlackRock Portfolio Management LLC filed a Schedule 13G/A with the SEC on August 6, 2026, disclosing that it beneficially owns 0 shares (0.0%) of iSHARES TRUST iBonds Dec 2035 Term Muni Bond ETF common stock as of July 31, 2026. The filing is an amendment to a prior beneficial ownership report and confirms that no single person's interest exceeds 5% of the outstanding shares. The filing was made under Rule 13d-1(b) and includes a certification that the securities were acquired in the ordinary course of business and not for changing or influencing control.

• · Filing type: Schedule 13G/A (amendment)
• · Filing date: August 6, 2026
• · Date of beneficial ownership: July 31, 2026
• · Issuer: iSHARES TRUST (CIK 0001100663), incorporated in Delaware
• · Issuer business address: 400 Howard Street, San Francisco, CA 94105
• · Filer: BlackRock Portfolio Management LLC (CIK 0002052113), a Delaware limited liability company
• · Filer business address: 50 Hudson Yards, New York, NY 10001
• · Rule under which filed: Rule 13d-1(b)
• · The filing includes a power of attorney dated July 1, 2025, appointing 14 individuals as attorneys-in-fact for SEC reporting compliance
• · The power of attorney revokes a prior power of attorney dated January 28, 2025

06-08-2026

The filing is a Schedule 13G submission by an institutional investor reporting a passive stake in Angel Oak Mortgage REIT, Inc. The filing indicates the investor holds beneficial ownership but does not disclose the exact percentage, share count, or any activist intent. No additional financial metrics, insider transactions, or scheduled events are provided in the filing.

• · The filing is a Schedule 13G, indicating the investor is a passive holder with no activist intent.
• · No specific ownership percentage, share count, or transaction details are disclosed in the filing summary.
• · The filing date is August 6, 2026, with an accession number 0000919574-26-004826 and a size of 10 KB.

06-08-2026

The filing is a Schedule 13G/A submitted by BlackRock Inc. regarding its passive investment in MetLife Inc. (MET). BlackRock reported beneficial ownership of 55,000,000 shares, representing 7.5% of MetLife's outstanding common stock as of December 31, 2025. The filing confirms a passive investment intent with no plans for control or activist activities. However, the filing does not disclose any changes in ownership percentage from prior periods, nor does it provide transaction details, price data, or strategic plans, limiting actionable insights.

• · BlackRock Inc. filed an amendment (13G/A) to its original Schedule 13G.
• · The filing date is August 6, 2026, but the ownership data is as of December 31, 2025.
• · No transaction details, purchase prices, or acquisition timeline are disclosed.
• · No derivatives, options, or other economic exposure is mentioned.
• · No group filings or affiliated entities are identified beyond BlackRock Inc.

06-08-2026

The filing reports a major shareholder position in CARTERS INC as of August 6, 2026, but contains no specific data on the institution's identity, ownership percentage, share count, or transaction details. Without these core metrics, the filing appears to be a placeholder or administrative notice with limited actionable information. There are no positive or negative performance metrics to report—the filing lacks all quantitative and contextual details typically required for material investment analysis.

• · Filing date: August 6, 2026, but no beneficial ownership or transaction details provided.
• · No institution name, percentage owned, or share count mentioned in the source summary.

06-08-2026

The filing is a Schedule 13G filed by an institutional investor, indicating a passive investment in General Enterprise Ventures, Inc. The filing reports beneficial ownership of shares but does not disclose the exact percentage, purchase timeline, or any activist intent. No other financial metrics, insider activity, or scheduled events are mentioned in the filing.

• · The filing is a Schedule 13G, indicating the investor is a passive holder with no intent to influence control.
• · No specific ownership percentage, share count, or transaction value is disclosed in the filing.
• · No financial metrics (revenue, EBITDA, EPS) or operational data are mentioned.
• · No insider trading activity or beneficial ownership changes beyond the filing are reported.
• · No scheduled events (earnings calls, meetings, record dates) are referenced.

06-08-2026

Orilla Asset Management, S.L. and its managing director Francisco Jose Riberas Mera filed an amended Schedule 13D disclosing they acquired 501,361 Class A Ordinary Shares of Wallbox N.V. on June 30, 2026, at $2.7216 per share via conversion of debt under a bridge loan agreement entered into on April 8, 2026. The subscription price was satisfied by set-off against outstanding principal and accrued interest, with no additional cash paid. Following this transaction, Orilla and Mr. Riberas collectively hold 2,539,771 Class A Ordinary Shares, representing 10.7% of the outstanding shares as of July 1, 2026, up from their prior position. The filing also notes a 20-for-1 reverse stock split effective July 3, 2025, which adjusted the nominal value from EUR 0.12 to EUR 2.40 per share.

• · The reverse stock split was 20-for-1, effective July 3, 2025, changing nominal value from EUR 0.12 to EUR 2.40 per share and CUSIP to N94209124.
• · The Loan Agreement was entered into on April 8, 2026 in connection with the Issuer's restructuring.
• · No transactions in the Class A Ordinary Shares were effected by the Reporting Persons during the past 60 days other than the June 30, 2026 acquisition.
• · The business address for both Orilla Asset Management and Mr. Riberas was amended to C/ Alfonso XII, 16, 28014 Madrid, Spain.

06-08-2026

FMR LLC filed an amended Schedule 13G with the SEC on August 6, 2026, disclosing beneficial ownership of 1,441,862.87 shares of Advanced Energy Industries Inc (AEIS) common stock, representing 3.8% of outstanding shares as of June 30, 2026. The filing is a routine disclosure of passive investment by FMR LLC and its affiliates, with no change in control intent. The stake is below the 5% threshold, indicating a relatively minor position for the filer.

• · The filing is an amendment to a prior Schedule 13G, filed under Rule 13d-1(b).
• · FMR LLC's beneficial ownership is held through multiple subsidiaries, including FIAM LLC, Fidelity Management & Research Company LLC, and Strategic Advisers LLC.
• · The filing includes a Rule 13d-1(k)(1) joint filing agreement dated August 5, 2026.
• · The Johnson family, including Abigail P. Johnson, holds 49% of the voting power of FMR LLC through Series B voting common shares and a shareholders' voting agreement.
• · The filing does not reflect securities beneficially owned by certain other companies disaggregated from FMR Reporters per SEC Release No. 34-39538.

06-08-2026

FMR LLC and Abigail P. Johnson filed a Schedule 13G with the SEC on August 6, 2026, disclosing beneficial ownership of 5,981,864.72 shares of iShares MSCI Canada ETF (CUSIP 464286509), representing 5.8% of the outstanding common stock as of June 30, 2026. The filing is made under Rule 13d-1(b) and indicates the shares were acquired in the ordinary course of business, not for control purposes. No period-over-period comparisons are available as this is an initial or updated filing without prior period data.

• · FMR LLC's aggregate beneficial ownership includes shares held by subsidiaries FIAM LLC, Fidelity Diversifying Solutions LLC, Fidelity Institutional Asset Management Trust Company, Fidelity Management & Research Company LLC, and Strategic Advisers LLC.
• · Abigail P. Johnson is deemed to have sole voting power over 0 shares and sole dispositive power over 0 shares, but shared voting and dispositive power over 5,981,864.72 shares.
• · The Johnson family, through ownership of Series B voting common shares of FMR LLC and a shareholders' voting agreement, may be deemed to form a controlling group with respect to FMR LLC under the Investment Company Act of 1940.
• · No single person other than the filers is known to have the right to receive or direct dividends or sale proceeds from more than 5% of the outstanding common stock.

06-08-2026

FMR LLC (Fidelity) filed a Schedule 13G/A disclosing beneficial ownership of 21,617,228.01 shares of Westinghouse Air Brake Technologies Corp (WAB) common stock as of June 30, 2026, representing a 12.7% stake. This is an amendment to a prior filing, indicating Fidelity's continued significant passive holding in the railroad equipment manufacturer. The filing does not provide a prior period comparison, so no change in ownership percentage can be calculated from this document alone.

• · FMR LLC's filing is under Rule 13d-1(b), indicating the shares were acquired in the ordinary course of business and not to influence control.
• · Abigail P. Johnson, through family ownership and a voting agreement, may be deemed to form a controlling group with respect to FMR LLC under the Investment Company Act of 1940.
• · The filing includes a joint filing agreement (Rule 13d-1(k)(1)) between FMR LLC and Abigail P. Johnson.
• · Fidelity Management & Research Company LLC beneficially owns 5% or greater of the outstanding shares of WAB.
• · No single person other than the filers has an interest in more than 5% of the outstanding common stock.

06-08-2026

The filing is a Schedule 13G/A submitted by FMR LLC (Fidelity) regarding its passive stake in Scorpio Tankers Inc. FMR reported beneficial ownership of 3,077,000 common shares, representing 5.9% of the outstanding shares as of December 31, 2025. This is a decrease from the prior 13G filing (dated February 14, 2025) which reported 3,477,000 shares (6.7%), indicating a reduction of 400,000 shares (-11.5% position size). The filing confirms FMR's passive investment intent under Rule 13g-1, with no reported intent to change or influence control of the issuer.

• · FMR LLC's filing is an amendment (13G/A) to its initial 13G filed on February 14, 2025.
• · The filing date is August 6, 2026, with the ownership snapshot as of December 31, 2025.
• · FMR LLC has sole voting power over 2,977,000 shares and sole dispositive power over 3,077,000 shares.
• · The filing explicitly states FMR LLC does not have any purpose or effect of changing or influencing control of Scorpio Tankers Inc.
• · No other institutional investors are named in this filing.

06-08-2026

OP Investment Management Limited filed a Schedule 13G with the SEC on August 6, 2026, disclosing beneficial ownership of 39,500,000 Class A Ordinary Shares of Sound Group Inc. (formerly Lizi Inc.), representing a 6.5% stake in the company as of June 30, 2026. The shares are directly held by Trivista Capital SPC - Trivista China SP I, for which OP Investment Management serves as sub-investment manager.

• · Filing date: August 6, 2026; period end date: June 30, 2026
• · Class A Ordinary Shares have par value of $0.0001 per share
• · OP Investment Management is licensed by the Securities and Futures Commission of Hong Kong for Type 1, Type 4, and Type 9 regulated activities (CE No.: AJH044)
• · Filer certifies the securities were acquired in the ordinary course of business, not to change or influence control of the issuer
• · Name change from Lizi Inc. to Sound Group Inc. occurred on July 23, 2019

06-08-2026

Voya Financial, Inc. filed an amended Schedule 13G with the SEC on August 6, 2026, reporting beneficial ownership of 11,062 shares of Arhaus, Inc. Class A common stock, representing 0.0% of shares outstanding. The filing is made under Rule 13d-1(b) as Voya is the ultimate parent corporation of wholly owned subsidiaries. No changes in control or influence over Arhaus are indicated.

• · Filing type: SC 13G/A (amended beneficial ownership report)
• · Filing date: August 6, 2026
• · Issuer: Arhaus, Inc. (CIK: 0001875444)
• · Security: Class A common stock, par value $0.001 per share
• · Reporting person: Voya Financial, Inc. (CIK: 0001535929)
• · Business address: 200 Park Avenue, New York, NY 10166
• · Sole voting power: 11,062 shares
• · Shared voting power: 0 shares
• · Sole dispositive power: 11,062 shares
• · Shared dispositive power: 0 shares
• · Aggregate amount beneficially owned: 11,062 shares
• · Percent of class: 0.0%
• · Type of reporting person: HC (holding company)
• · Rule under which filed: Rule 13d-1(b) (institutional investor exemption)

06-08-2026

Voya Financial, Inc. filed an amended Schedule 13G with the SEC on August 6, 2026, disclosing beneficial ownership of 7,482,554 shares of Intuitive Machines, Inc. Class A Common Stock, representing 4.7% of the company's outstanding shares as of June 30, 2026. The filing indicates Voya holds these shares through its wholly-owned subsidiaries and that the securities were acquired in the ordinary course of business, not for the purpose of changing or influencing control of Intuitive Machines.

• · Voya Financial, Inc. is the ultimate corporate parent of the subsidiary entities listed on Exhibit A, each of which may be deemed to beneficially own the securities.
• · The filing is made pursuant to Rule 13d-1(b)(1)(ii)(G) as the ultimate parent corporation of its wholly owned subsidiaries.
• · Voya Financial, Inc. certifies that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Intuitive Machines.
• · The filing is an amendment (13G/A) to a previously filed Schedule 13G.

06-08-2026

Voya Financial, Inc. filed a Schedule 13G/A with the SEC on August 6, 2026, disclosing beneficial ownership of 149,088 shares of Tandem Diabetes Care Inc. common stock as of June 30, 2026. This represents 0.2% of the outstanding shares, a very small passive stake held in the ordinary course of business. The filing is an amendment to a previous 13G and does not indicate any change in control intent.

• · The filing is made under Rule 13d-1(b)(1)(ii)(G) as an ultimate parent corporation of wholly owned subsidiaries.
• · Voya Financial, Inc. certifies the securities were acquired and held in the ordinary course of business, not for changing or influencing control.
• · The filing date is August 6, 2026, with the event date as of change being the same day.
• · The subject company's CIK is 0001438133, and the filer's CIK is 0001535929.

06-08-2026

Voya Financial, Inc. filed a Schedule 13G/A with the SEC on August 6, 2026, disclosing beneficial ownership of 7,807,545 shares of Array Technologies, Inc. common stock, representing 5.1% of the outstanding shares. The filing indicates Voya holds these shares through its wholly owned subsidiaries and acquired them in the ordinary course of business without intent to influence control. No period-over-period comparisons are available as this is an amendment filing without prior period data.

• · Voya Financial, Inc. is the ultimate corporate parent of the subsidiary entities listed on Exhibit A.
• · The filing is made pursuant to Rule 13d-1(b)(1)(ii)(G) as the ultimate parent corporation.
• · Voya certifies the securities were acquired and are held in the ordinary course of business, not to change or influence control of the issuer.

06-08-2026

W. R. Berkley Corporation and its subsidiary Berkley Insurance Company filed a Schedule 13G/A with the SEC on August 6, 2026, disclosing their beneficial ownership of Eureka Acquisition Corp as of June 30, 2026. The filing reports that W. R. Berkley Corporation and Berkley Insurance Company each hold 0 Class A ordinary shares, representing 0.0% of the class, indicating they have fully exited their position in the SPAC.

• · Filing type: Schedule 13G/A (Amendment)
• · Filing date: August 6, 2026
• · Period of holdings: As of June 30, 2026
• · W. R. Berkley Corporation and Berkley Insurance Company each reported sole voting power and sole dispositive power over 0 shares
• · The filing certifies the securities were acquired and held in the ordinary course of business, not for changing or influencing control of the issuer

06-08-2026

W. R. Berkley Corporation and its subsidiary Berkley Insurance Company filed a Schedule 13G disclosing beneficial ownership of 1,153,140 Class A ordinary shares of FACT II Acquisition Corp., representing 6.2% of the outstanding shares as of June 30, 2026. The filing is made under Rule 13d-1(b), indicating the shares were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer.

• · The filing is a Schedule 13G (not 13D), indicating passive investment intent.
• · W. R. Berkley Corporation is the parent holding company; Berkley Insurance Company is a wholly owned subsidiary.
• · The securities are held directly by Berkley Insurance Company, which is wholly owned by W. R. Berkley Corporation.
• · No shares are held by any other person known to have the right to acquire or dispose of the securities.
• · The filing was signed on August 5, 2026, and filed on August 6, 2026.

06-08-2026

W. R. Berkley Corporation and its subsidiary Berkley Insurance Company filed a Schedule 13G/A with the SEC on August 6, 2026, disclosing that they beneficially own 0 shares of Goldenstone Acquisition Ltd. (formerly Chi Special Acquisition Corp.) common stock as of June 30, 2026. The filing indicates that the entities hold no economic or voting interest in the issuer, representing a complete exit from any prior position.

• · The filing is an amendment (Schedule 13G/A) filed under Rule 13d-1(b), indicating the filer is a passive institutional investor.
• · W. R. Berkley Corporation and Berkley Insurance Company each reported 0 shares owned, with 0% aggregate beneficial ownership.
• · The certification states the securities were acquired and held in the ordinary course of business, not for changing or influencing control of the issuer.

06-08-2026

W. R. Berkley Corporation and its subsidiary Berkley Insurance Company filed a Schedule 13G/A with the SEC on August 6, 2026, disclosing their beneficial ownership of Flag Ship Acquisition Corp (FSHPU) ordinary shares. The filing reports a 0.0% beneficial ownership stake as of June 30, 2026, indicating that the filers no longer hold any shares in the company.

• · Filing is an amendment (Schedule 13G/A) to a previous beneficial ownership report.
• · The filers certify that the securities were acquired and held in the ordinary course of business, not for changing or influencing control of the issuer.
• · The filing is made under Rule 13d-1(b), indicating the filers are passive investors.

06-08-2026

Pzena Investment Management LLC disclosed a 6.1% beneficial ownership stake in LKQ Corp as of June 30, 2026, holding 15,421,274 shares of common stock. The filing is a Schedule 13G, indicating passive investment intent, with no purpose or effect of changing or influencing control of the issuer.

• · Pzena Investment Management LLC is a Delaware limited liability company and an investment adviser.
• · The filing is made pursuant to Rule 13d-1(b) under the Securities Exchange Act of 1934.
• · No single client of the investment manager has an interest relating to 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.

06-08-2026

FIL Limited and its affiliates filed a Schedule 13G/A with the SEC on August 6, 2026, disclosing beneficial ownership of 11,490,848 Class A Common Shares of Zepp Health Corp (ZEPP), representing 8.5% of the outstanding shares as of June 30, 2026. The filing indicates that FIL Limited, Pandanus Partners, L.P., and Pandanus Associates, Inc. collectively hold this stake, with no single person's interest exceeding 5% of the total outstanding Class A Common Stock. The shares were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of the issuer.

• · The filing is an amendment (SCHEDULE 13G/A) to a previous Schedule 13G.
• · FIL Limited is based in Hamilton, Bermuda, with business address at Pembroke Hall, 42 Crow Lane.
• · Pandanus Partners, L.P. is a Delaware limited partnership; Pandanus Associates, Inc. is a Delaware corporation acting as general partner of Pandanus.
• · Pandanus normally represents more than 25% and less than 48.5% of the total votes of FIL voting stock.
• · The beneficial ownership is reported as of June 30, 2026.
• · The filing includes a Rule 13d-1(k)(1) joint filing agreement among the reporting persons.

06-08-2026

FIL Limited and its affiliates disclosed a 7.4% beneficial ownership stake in EHang Holdings Ltd as of June 30, 2026, representing 4,492,258 Class A common shares. The filing also reveals that Fidelity China Special Situations PLC individually holds 3,447,262 shares, or 5.7% of the outstanding stock. This passive investment filing indicates significant institutional interest in the autonomous aerial vehicle company.

• · Filing date: August 6, 2026, with ownership measured as of June 30, 2026.
• · The filing is made under Rule 13d-1(b), indicating passive investment intent.
• · Pandanus Partners, L.P. normally represents more than 25% and less than 48.5% of total voting power of FIL Limited voting stock.
• · The Johnson family trusts, including FIL's Chairman Abigail P. Johnson, are the ultimate beneficial owners of Pandanus, but disclaim beneficial ownership of the reported securities.

06-08-2026

FIL Limited and its affiliates (Pandanus Partners, L.P. and Pandanus Associates, Inc.) filed an amended Schedule 13G with the SEC, reporting beneficial ownership of 19,215,744 Class B Non-Voting Common Stock of Rogers Communications Inc. as of June 30, 2026. This represents 4.5% of the outstanding Class B Non-Voting shares, a decrease from the prior filing's 5.0% stake. The filing is a routine disclosure of passive investment holdings and does not indicate any change in control intent.

• · The filing is an amendment (SC 13G/A) filed on August 6, 2026, with a date of change of August 6, 2026.
• · FIL Limited is based in Hamilton, Bermuda; Pandanus Partners, L.P. is a Delaware limited partnership.
• · The filing certifies that the securities were acquired and are held in the ordinary course of business, not for changing or influencing control.
• · Pandanus Associates, Inc. acts as general partner of Pandanus Partners, L.P., which holds more than 25% and less than 48.5% of FIL Limited's voting stock.
• · The beneficial ownership is reported jointly by FIL Limited, Pandanus Partners, L.P., and Pandanus Associates, Inc. under a Rule 13d-1(k)(1) agreement.

06-08-2026

FIL Limited and its affiliates (Pandanus Partners, L.P. and Pandanus Associates, Inc.) filed an amended Schedule 13G with the SEC, reporting beneficial ownership of 9,319,597 common shares of Ero Copper Corp., representing 8.9% of the outstanding shares as of June 30, 2026. The filing is made under Rule 13d-1(b) and indicates the shares were acquired and are held in the ordinary course of business, not for changing or influencing control of the issuer.

• · The filing is an amendment to a previous Schedule 13G, indicating a change in ownership or other required update.
• · FIL Limited is based in Hamilton, Bermuda, and its affiliates include Pandanus Partners, L.P. (Delaware) and Pandanus Associates, Inc. (Delaware).
• · Pandanus Partners, L.P. owns shares of FIL voting stock representing more than 25% and less than 48.5% of total votes.
• · The filing includes a joint filing agreement under Rule 13d-1(k)(1) among the reporting persons.
• · No single person other than the reporting group is known to have an interest in more than 5% of the outstanding common stock.

06-08-2026

FIL Limited and its affiliates reported a 7.5% beneficial ownership stake in Zhihu Inc. as of June 30, 2026, holding 18,746,764 Class A common shares. Within this, Fidelity China Special Situations PLC held 13,724,626 shares, representing 5.5% of the outstanding Class A common stock. The filing is an amendment to a Schedule 13G and indicates passive investment intent, with no change in control purpose.

• · The filing is an amendment to Schedule 13G, filed under Rule 13d-1(b), indicating passive investment.
• · FIL Limited is based in Bermuda; Pandanus Partners, L.P. and Pandanus Associates, Inc. are Delaware entities.
• · Pandanus Partners, L.P. normally holds more than 25% and less than 48.5% of the total voting power of FIL Limited voting stock.
• · The filing includes a joint filing agreement under Rule 13d-1(k)(1).

06-08-2026

FIL Limited and its affiliates disclosed a 5.1% beneficial ownership stake in Algonquin Power & Utilities Corp., holding 39,334,903 common shares as of June 30, 2026. The filing is a routine Schedule 13G by a passive institutional investor, indicating no intent to change or influence control of the company. No prior-period comparison is available in this initial filing.

• · The filing is made under Rule 13d-1(b), confirming the shares were acquired in the ordinary course of business and not to influence control.
• · Pandanus Partners, L.P. (owned by trusts for the Johnson family) holds between 25% and 48.5% of FIL voting stock.
• · Fidelity Investments Canada ULC is listed as an entity beneficially owning 5% or greater of the class.

06-08-2026

FIL Limited and its affiliates reported beneficial ownership of 3,372,492 Class A Common Shares of HUYA Inc., representing 4.2% of the outstanding shares as of June 30, 2026. The filing is an amendment to Schedule 13G, indicating the holdings are below the 5% threshold and were acquired in the ordinary course of business, not for changing control.

• · The filing is an amendment to Schedule 13G, reflecting holdings as of June 30, 2026.
• · No single person's interest in the Class A Common Stock exceeds 5% of the total outstanding shares.
• · The securities were acquired and are held in the ordinary course of business, not for changing or influencing control of the issuer.

06-08-2026

FIL Limited and its affiliates filed a Schedule 13G/A disclosing beneficial ownership of 719,507 common shares of Precision Drilling Corp as of June 30, 2026, representing 5.6% of the outstanding stock. The filing is an amendment to a prior Schedule 13G and reflects a passive investment held in the ordinary course of business, with no intent to influence control.

• · The filing is an amendment (Schedule 13G/A) filed on August 6, 2026, with a date of change of August 6, 2026.
• · FIL Limited is based in Hamilton, Bermuda; Precision Drilling Corp is headquartered in Calgary, Alberta, Canada.
• · Pandanus Partners, L.P. normally holds between 25% and 48.5% of the total voting power of FIL Limited's voting stock.
• · The filing includes a Rule 13d-1(k)(1) joint filing agreement among FIL Limited, Pandanus Partners, L.P., and Pandanus Associates, Inc.

06-08-2026

FIL Limited and its affiliates (Pandanus Partners, L.P. and Pandanus Associates, Inc.) disclosed a 6.6% beneficial ownership stake in CGI Inc. as of June 30, 2026, representing 12,369,259 Class A subordinate voting shares. The filing is a routine Schedule 13G by a passive institutional investor, indicating no intent to change or influence control of the company.

• · The filing is made under Rule 13d-1(b), indicating passive investment intent.
• · Pandanus Partners, L.P. normally represents more than 25% and less than 48.5% of total voting power of FIL Limited voting stock.
• · No single person's interest in the shares exceeds 5% of the total outstanding Class A subordinate voting shares.
• · The beneficial ownership is reported as of June 30, 2026, and the filing was submitted on August 5, 2026.

06-08-2026

FIL Limited and its affiliates reported a 5.1% beneficial ownership stake in IAMGOLD Corp as of June 30, 2026, holding 29,559,323 common shares. The filing is an amendment to Schedule 13G and indicates the shares were acquired in the ordinary course of business, not for changing or influencing control. The filing also notes that Pandanus Partners, L.P. and Pandanus Associates, Inc. are joint filers, with the Johnson family trusts holding more than 25% but less than 48.5% of FIL voting stock.

• · The filing is an amendment to Schedule 13G, filed on August 6, 2026, with a date of change as of August 6, 2026.
• · The beneficial ownership is reported as of June 30, 2026.
• · FIL Limited is based in Hamilton, Bermuda; IAMGOLD Corp is headquartered in Toronto, Canada.
• · The filing certifies that the securities were not acquired for the purpose of changing or influencing control of the issuer.
• · Pandanus Associates, Inc. acts as general partner of Pandanus Partners, L.P., which owns shares of FIL voting stock representing more than 25% and less than 48.5% of total votes.

06-08-2026

FIL Limited and its affiliates filed a Schedule 13G/A with the SEC, disclosing beneficial ownership of 28,303,227 common shares of Hudbay Minerals Inc., representing 6.3% of the outstanding shares as of June 30, 2026. The filing is an amendment to a previous Schedule 13G and reflects the holdings of FIL Limited, Pandanus Partners, L.P., and Pandanus Associates, Inc., with FIL Limited acting as the parent entity. The filing indicates that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer.

• · The filing is an amendment (Schedule 13G/A) filed on August 6, 2026, with a date of change as of August 6, 2026.
• · The beneficial ownership is reported as of June 30, 2026.
• · FIL Limited is organized under the laws of Bermuda (D0), while Pandanus Partners, L.P. is organized in Delaware (DE).
• · Pandanus Associates, Inc. acts as general partner of Pandanus Partners, L.P.
• · Pandanus Partners, L.P. normally represents more than 25% and less than 48.5% of the total voting power of FIL Limited voting stock.
• · The filing includes a Rule 13d-1(k)(1) joint filing agreement among the reporting persons.

06-08-2026

FIL Limited and its affiliates reported a 6.5% beneficial ownership stake in Vipshop Holdings Ltd as of June 30, 2026, holding 5,214,626.40 Class A common shares. This filing is an amendment to Schedule 13G, indicating the stake is held in the ordinary course of business and not for changing control. The filing does not provide prior period data for comparison, so no period-over-period changes are available.

• · The filing is an amendment to Schedule 13G, not an initial filing, indicating a change in ownership or other details since the last filing.
• · FIL Limited and its affiliates disclaim beneficial ownership of shares held by certain other companies per SEC Release No. 34-39538.
• · Pandanus Partners, L.P. owns shares of FIL Limited voting stock, representing between 25% and 48.5% of total voting power.
• · The shares are held in the ordinary course of business and not for changing or influencing control of Vipshop Holdings.

06-08-2026

Truist Financial Corp filed a Schedule 13G/A with the SEC on August 6, 2026, disclosing beneficial ownership of 188,007 shares of Victory Portfolios II, representing 10.11% of the outstanding shares. The filing is an amendment to a previous 13G and indicates the shares are held in the ordinary course of business, not for control purposes.

• · The filing is an amendment (Schedule 13G/A) to a previous 13G filing.
• · Truist Financial Corp is acting as Parent Holding Company for Truist Advisory Services, Inc., a registered investment advisor.
• · The shares are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer.
• · The filing date is August 6, 2026, with a date of change also August 6, 2026.

06-08-2026

FIL Limited, Pandanus Partners, L.P., and Pandanus Associates, Inc. reported beneficial ownership of 19135000 shares of Open Text Corporation common stock, representing 7.9% of the outstanding shares as of June 30, 2026. The securities were reported as held in the ordinary course of business and not for the purpose of changing or influencing control of Open Text; no other person was reported to beneficially own more than 5%.

• · The ownership position was reported as of June 30, 2026, and the Schedule 13G/A was filed on August 6, 2026.
• · Pandanus Partners, L.P. owns FIL Limited voting stock, normally representing more than 25% and less than 48.5% of FIL's total voting power.
• · Pandanus Associates, Inc. acts as general partner of Pandanus Partners, L.P.
• · The reporting entities stated that the securities were acquired and held in the ordinary course of business.
• · The filing was jointly executed on August 5, 2026, under a Rule 13d-1(k)(1) agreement.

06-08-2026

FMR LLC, the parent company of Fidelity, filed a Schedule 13G with the SEC disclosing beneficial ownership of 18,285,849.60 shares of Brown & Brown, Inc. common stock as of June 30, 2026, representing a 5.4% stake. The filing is a routine disclosure of passive investment holdings and does not indicate any change in control intent.

• · 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.
• · FMR LLC has sole dispositive power over 18,285,849.60 shares and shared dispositive power over 0 shares.
• · Abigail P. Johnson individually reports beneficial ownership of the same 18,285,849.60 shares (5.4%), classified as 'IN' (Individual).
• · The Johnson family, through a voting agreement, may be deemed a controlling group of FMR LLC under the Investment Company Act of 1940.

06-08-2026

FMR LLC filed a Schedule 13G disclosing beneficial ownership of 4,060,032.23 shares of Align Technology Inc. (ALGN) as of June 30, 2026, representing 5.7% of the outstanding common stock. The filing is a routine beneficial ownership report by a major institutional investor (Fidelity / FMR LLC) and does not indicate any change in control intention.

• · The filing was made under Rule 13d-1(b), indicating the securities were acquired in the ordinary course of business not for changing control.
• · FMR LLC has a joint filing agreement with Abigail P. Johnson and relevant subsidiaries.

06-08-2026

FMR LLC (Fidelity) disclosed a 15.0% beneficial ownership stake in Ceribell, Inc. as of June 30, 2026, holding 5,691,393.03 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 changing or influencing control. The filing reflects a decrease from the prior period, as the previous filing showed 5,688,542.00 shares, representing a slight increase of 2,851.03 shares (0.05%) in absolute terms, but the percentage ownership remained flat at 15.0%.

• · The filing is an amendment to Schedule 13G, filed under Rule 13d-1(b).
• · FMR LLC's ownership is held through multiple subsidiaries including FIAM LLC, Fidelity Management & Research Company LLC, and Strategic Advisers LLC.
• · Abigail P. Johnson is the Chairman and CEO of FMR LLC and is deemed to beneficially own the same 5,691,393.03 shares (15.0%) through her control of FMR LLC.
• · No single person other than FMR LLC and Abigail P. Johnson beneficially owns more than 5% of the outstanding common stock.
• · The securities were acquired and are held in the ordinary course of business, not for changing or influencing control.

06-08-2026

FMR LLC (Fidelity) filed an amended Schedule 13G with the SEC, disclosing beneficial ownership of 13,678,154.97 shares of BrightSpring Health Services, Inc. common stock as of June 30, 2026, representing a 7.0% stake. The filing indicates Fidelity acquired the shares in the ordinary course of business and not with the purpose of changing or influencing control of the issuer.

• · The filing is an amendment to a previous Schedule 13G, indicating a change in ownership since the last filing.
• · FMR LLC's ownership is held through multiple subsidiaries including FIAM LLC, Fidelity Management & Research Company LLC, and others.
• · Abigail P. Johnson and the Johnson family hold 49% of the voting power of FMR LLC through Series B voting common shares.
• · The filing includes a Rule 13d-1(k)(1) joint filing agreement among FMR LLC and Abigail P. Johnson.

06-08-2026

FMR LLC (Fidelity) filed a Schedule 13G/A with the SEC on August 6, 2026, disclosing beneficial ownership of 8,029,528.97 common shares of Capri Holdings Ltd, representing 7.0% of the outstanding stock as of June 30, 2026. This is an amendment to a prior filing, indicating a change in Fidelity's stake in the luxury fashion company.

• · FMR LLC's sole voting power covers 6,874,881.48 shares, while shared voting power is zero.
• · Abigail P. Johnson is the Chairman and CEO of FMR LLC and is deemed to beneficially own the same 8,029,528.97 shares (7.0%) through her control of FMR LLC.
• · Fidelity Management & Research Company LLC is a subsidiary that beneficially owns 5% or greater of the outstanding shares.
• · The filing is made pursuant to Rule 13d-1(b), indicating the shares were acquired in the ordinary course of business and not to influence control.
• · No single person other than the filers has an interest in more than 5% of the outstanding common stock.

06-08-2026

FMR LLC (Fidelity) filed a Schedule 13G/A disclosing beneficial ownership of 2,957,660 shares of Class A Common Stock of Cardinal Infrastructure Group Inc., representing 14.9% of the outstanding shares as of June 30, 2026. The filing indicates that Fidelity's stake is held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer. No prior period comparison is available in this filing to assess changes in ownership.

• · The filing is an amendment (Schedule 13G/A) filed on August 6, 2026, with a date of change of August 6, 2026.
• · FMR LLC is a Delaware corporation with its business address at 245 Summer Street, Boston, MA 02210.
• · Abigail P. Johnson is a Director, Chairman, and CEO of FMR LLC; members of the Johnson family hold 49% of the voting power of FMR LLC through Series B voting common shares.
• · The filing includes a Rule 13d-1(k)(1) joint filing agreement among FMR LLC and Abigail P. Johnson.
• · The issuer, Cardinal Infrastructure Group Inc., changed its name from Civil Infrastructure Group Inc. on August 5, 2025.

06-08-2026

FMR LLC (Fidelity) disclosed beneficial ownership of 876,104 shares of Bel Fuse Inc. Class B Common Stock as of June 30, 2026, representing a 7.1% stake. The filing is an amendment to Schedule 13G and reflects Fidelity's passive investment intent, with no purpose or effect of changing or influencing control of the issuer.

• · FMR LLC's filing is under Rule 13d-1(b), indicating passive investment intent.
• · The filing includes a joint filing agreement under Rule 13d-1(k)(1) among FMR LLC and Abigail P. Johnson.
• · Abigail P. Johnson and the Johnson family hold 49% of the voting power of FMR LLC through Series B voting common shares and a shareholders' voting agreement.
• · Fidelity Management & Research Company LLC beneficially owns 5% or greater of the outstanding Class B Common Stock.

06-08-2026

FMR LLC (Fidelity) filed a Schedule 13G/A disclosing beneficial ownership of 3,197,905.81 shares of Chord Energy Corp common stock as of June 30, 2026, representing a 5.7% stake. The filing is an amendment to a prior Schedule 13G and was made under Rule 13d-1(b), indicating the shares were acquired in the ordinary course of business and not for changing or influencing control. No prior period comparison is available in this filing to assess changes in ownership.

• · Filing type is Schedule 13G/A (amendment), filed on August 6, 2026, with a date as of change of August 6, 2026.
• · The filing covers beneficial ownership as of June 30, 2026.
• · FMR LLC is a Delaware corporation with business address at 245 Summer Street, Boston, MA 02210.
• · Abigail P. Johnson is also reported as a beneficial owner of the same 3,197,905.81 shares (5.7%), classified as 'IN' (individual).
• · The filing includes a Rule 13d-1(k)(1) joint filing agreement among FMR LLC and Abigail P. Johnson.
• · No other person's interest in the common stock is more than five percent of the total outstanding.
• · The filer certifies the securities were acquired and are held in the ordinary course of business and not for changing or influencing control.

06-08-2026

FMR LLC (Fidelity) disclosed a 5.6% beneficial ownership stake in Boost Run Inc. as of June 30, 2026, holding 1,782,250 shares of Class A Common Stock. The filing is a routine Schedule 13G under Rule 13d-1(b), indicating passive investment intent, and includes joint filers Abigail P. Johnson and Fidelity subsidiaries. No prior-period comparison is available, so no trends can be assessed.

• · FMR LLC's filing is under Rule 13d-1(b), confirming passive investment intent.
• · Abigail P. Johnson is the Chairman and CEO of FMR LLC; the Johnson family holds 49% voting power of FMR LLC through Series B voting common shares.
• · The filing includes a joint filing agreement under Rule 13d-1(k)(1) among FMR LLC and Abigail P. Johnson.
• · No single person other than the filers holds more than 5% of the outstanding Class A Common Stock.

06-08-2026

FMR LLC (Fidelity) disclosed a 7.0% beneficial ownership stake in Bullish (BLSH) as of June 30, 2026, holding 10,456,240 common shares. The filing is a routine Schedule 13G by a passive institutional investor, indicating no intent to influence control. No prior period comparison is available in this initial filing.

• · FMR LLC's subsidiaries FIAM LLC, Fidelity Management & Research Company LLC, Fidelity Management Trust Company, and Strategic Advisers LLC are also reporting entities, with Fidelity Management & Research Company LLC beneficially owning 5% or more of Bullish's outstanding shares.
• · The filing is made under Rule 13d-1(b), confirming passive investment intent.
• · Abigail P. Johnson and the Johnson family hold 49% of the voting power of FMR LLC through Series B voting common shares and a shareholders' voting agreement.

06-08-2026

FMR LLC (Fidelity) disclosed a 5.5% passive beneficial ownership stake in Commercial Metals Co (CMC) as of June 30, 2026, holding 6,059,791 common shares. The filing is a routine Schedule 13G by a qualified institutional investor, indicating the shares were acquired in the ordinary course of business and not to influence control. No prior-period comparison is available in this filing, so no period-over-period changes can be reported.

• · FMR LLC has sole voting power over 5,460,177.72 shares and sole dispositive power over 6,059,791 shares.
• · Abigail P. Johnson is reported as having sole voting and dispositive power over 6,059,791 shares (5.5%).
• · The filing is made pursuant to Rule 13d-1(b), confirming passive investment intent.
• · Multiple Fidelity subsidiaries (FIAM LLC, Fidelity Diversifying Solutions LLC, etc.) are listed as entities that beneficially own shares.

06-08-2026

FMR LLC (Fidelity) disclosed a 5.7% beneficial ownership stake in Bob's Discount Furniture, Inc. as of June 30, 2026, holding 7,407,690 shares of common stock. The filing is a routine Schedule 13G under Rule 13d-1(b), indicating passive investment intent, and includes Abigail P. Johnson as a controlling person. No prior period comparison is available in this filing, so no period-over-period changes are reported.

• · FMR LLC holds sole voting power over 7,379,386 shares and sole dispositive power over 7,407,690 shares.
• · Abigail P. Johnson is deemed to have shared voting and dispositive power over the same 7,407,690 shares.
• · The filing is made under Rule 13d-1(b), confirming the shares were acquired in the ordinary course of business and not to change or influence control.
• · The Johnson family group holds 49% of the voting power of FMR LLC through Series B voting common shares and a shareholders' voting agreement.

06-08-2026

FMR LLC (Fidelity) filed a Schedule 13G/A disclosing beneficial ownership of 2,194,722.26 shares of Constellium SE common stock as of June 30, 2026, representing 1.6% of the outstanding shares. This is an amendment to a prior filing, indicating a change in Fidelity's holdings, though no prior period comparison is provided in the filing. The filing is a routine disclosure under Rule 13d-1(b) and does not reflect any intent to change or influence control of the issuer.

• · Filing date: August 6, 2026, with date of change as of August 6, 2026.
• · Beneficial ownership includes shares held by FIAM LLC, Fidelity Institutional Asset Management Trust Company, Fidelity Management & Research Company LLC, and Strategic Advisers LLC.
• · Abigail P. Johnson and the Johnson family hold 49% of the voting power of FMR LLC through Series B voting common shares.
• · No single person other than FMR LLC has an interest in more than 5% of the outstanding common stock.

06-08-2026

FMR LLC (Fidelity) filed a Schedule 13G/A with the SEC on August 6, 2026, reporting beneficial ownership of 23,296,465.55 shares of Bruker Corp common stock as of June 30, 2026, representing 15.0% of the outstanding shares. This is an amendment to a prior filing, indicating a change in Fidelity's stake. The filing is a routine disclosure of passive investment by a major institutional shareholder.

• · FMR LLC's beneficial ownership increased to 15.0% of Bruker Corp common stock as of June 30, 2026.
• · The filing is an amendment (Schedule 13G/A), indicating a change from a prior filing.
• · FMR LLC has sole voting power over 17,974,598.38 shares and sole dispositive power over 23,296,465.55 shares.
• · Abigail P. Johnson is the Chairman and CEO of FMR LLC and is deemed to beneficially own the same shares.
• · The filing includes a Rule 13d-1(k)(1) joint filing agreement among FMR LLC and Abigail P. Johnson.

06-08-2026

FMR LLC (Fidelity) filed an amended Schedule 13G with the SEC disclosing beneficial ownership of 2,475,622.54 shares of Cadre Holdings, Inc. common stock as of June 30, 2026, representing a 5.8% stake. The filing is a routine update under Rule 13d-1(b) and indicates the shares were acquired in the ordinary course of business, not for control purposes. No prior period comparison is available in this filing, so no period-over-period changes can be assessed.

• · The filing is an amendment (Schedule 13G/A) filed on August 6, 2026, with a reporting date of June 30, 2026.
• · FMR LLC's sole voting power is 2,475,549.00 shares; sole dispositive power is 2,475,622.54 shares.
• · Abigail P. Johnson is deemed to beneficially own the same 2,475,622.54 shares (5.8%) through her control of FMR LLC.
• · The Johnson family group holds 49% of the voting power of FMR LLC through Series B voting common shares and a shareholders' voting agreement.
• · No single person other than the reporting entities has an interest exceeding 5% of the outstanding common stock.