Investors who own more than 5% of a class must file a Schedule 13D or 13G. Every filing for 003057106 since 12/18/2024, newest first.
| Filer | % of Class | Filed | |
|---|---|---|---|
|
First Trust Portfolios L.P.
13G/A
Amendment 3
|
16.0% |
10/14/2026
Event 9/30/2026
|
|
| First Trust Portfolios L.P. | 16.0% | ||
| First Trust Advisors L.P. | 16.0% | ||
| The Charger Corporation | 16.0% | ||
|
First Trust Portfolios L.P.
13G/A
Amendment 2
|
13.2% |
7/14/2026
Event 6/30/2026
|
|
| First Trust Portfolios L.P. | 13.2% | ||
| First Trust Advisors L.P. | 13.2% | ||
| The Charger Corporation | 13.2% | ||
|
Morgan Stanley
13G/A
Amendment 1
|
6.5% |
5/11/2026
Event 3/31/2026
|
|
| Morgan Stanley | 6.5% | ||
| Parametric Portfolio Associates LLC | 6.5% | ||
|
First Trust Portfolios L.P.
13G/A
Amendment 1
|
10.5% |
4/7/2026
Event 3/31/2026
|
|
| First Trust Portfolios L.P. | 10.5% | ||
| First Trust Advisors L.P. | 10.5% | ||
| The Charger Corporation | 10.5% | ||
|
First Trust Portfolios L.P.
13G
|
7.8% |
1/30/2026
Event 12/31/2025
|
|
| First Trust Portfolios L.P. | 7.8% | ||
| First Trust Advisors L.P. | 7.8% | ||
| The Charger Corporation | 7.8% | ||
|
Morgan Stanley
13G
|
5.3% |
11/7/2025
Event 9/30/2025
|
|
| Morgan Stanley | 5.3% | ||
| Parametric Portfolio Associates LLC | 5.3% | ||
|
Morgan Stanley
13G/A
Amendment 1
|
4.7% |
11/7/2025
Event 9/30/2025
|
|
| Morgan Stanley | 4.7% | ||
| Morgan Stanley Smith Barney LLC | 4.7% |
| Period | Filings | Shares, Excl. Options | Value, Excl. Options |
|---|---|---|---|
| 2026 Q3 | 16 | 1.41 M | $6.28 M |
| 2026 Q2 | 116 | 32.8 M | $171 M |
| 2026 Q1 | 128 | 34.4 M | $175 M |
| 2025 Q4 | 122 | 36.9 M | $200 M |
| 2025 Q3 | 130 | 33.9 M | $193 M |
| 2025 Q2 | 131 | 36.8 M | $218 M |
| 2025 Q1 | 128 | 35.5 M | $209 M |
| 2024 Q4 | 128 | 32.8 M | $196 M |
| 2024 Q3 | 120 | 29.7 M | $196 M |
| 2024 Q2 | 46 | 4.70 M | $31.8 M |
| 2024 Q1 | 48 | 7.24 M | $49.0 M |
| 2023 Q4 | 55 | 8.60 M | $58.6 M |
| 2023 Q3 | 46 | 8.64 M | $58.7 M |
| 2023 Q2 | 47 | 11.5 M | $78.4 M |
| 2023 Q1 | 50 | 13.8 M | $92.3 M |
| 2022 Q4 | 27 | 1.62 M | $11.0 M |
| 2022 Q3 | 25 | 2.13 M | $13.8 M |
| 2022 Q2 | 27 | 2.22 M | $16.8 M |
| 2022 Q1 | 25 | 2.24 M | $21.9 M |
| 2021 Q4 | 34 | 2.27 M | $23.1 M |
| 2021 Q3 | 26 | 2.30 M | $25.4 M |
| 2021 Q2 | 31 | 3.12 M | $34.7 M |
| 2021 Q1 | 24 | 1.86 M | $21.5 M |
| 2020 Q4 | 27 | 2.64 M | $28.2 M |
| 2020 Q3 | 26 | 2.93 M | $29.1 M |
| 2020 Q2 | 27 | 3.13 M | $28.0 M |
| 2020 Q1 | 37 | 4.49 M | $33.1 M |
| 2019 Q4 | 35 | 4.27 M | $49.2 M |
| 2019 Q3 | 22 | 2.01 M | $25.1 M |
| 2019 Q2 | 21 | 2.22 M | $27.5 M |
| 2019 Q1 | 27 | 2.84 M | $34.5 M |
| 2018 Q4 | 34 | 3.56 M | $37.5 M |
| 2018 Q3 | 23 | 3.28 M | $46.7 M |
| 2018 Q2 | 27 | 3.71 M | $51.2 M |
| 2018 Q1 | 21 | 3.57 M | $49.2 M |
| 2017 Q4 | 27 | 3.56 M | $49.9 M |