Investors who own more than 5% of a class must file a Schedule 13D or 13G. Each filer's latest filing for 01864U106 since 12/18/2024, largest first.
| Filer | % of Class | Filed | ||
|---|---|---|---|---|
| Karpus Management, Inc. 13G | 13.6% |
10/2/2026
Event 9/30/2026
|
||
| Under 5%, checked the "5 percent or less" box, or amended by a later filing (2) | ||||
| Allspring Global Investments Holdings, LLC 13G/A | 4.9% |
7/31/2026
Event 6/30/2026
|
||
|
Saba Capital Management, L.P.
13D/A
|
4.9% |
2/18/2026
Event 2/13/2026
|
||
| Saba Capital Management, L.P. | 4.9% | |||
| Boaz R. Weinstein | 4.9% | |||
| Saba Capital Management GP, LLC | 4.9% | |||
| Period | Filings | Shares, Excl. Options | Value, Excl. Options |
|---|---|---|---|
| 2026 Q3 | 25 | 1.57 M | $14.9 M |
| 2026 Q2 | 87 | 18.3 M | $209 M |
| 2026 Q1 | 92 | 18.6 M | $199 M |
| 2025 Q4 | 92 | 18.8 M | $204 M |
| 2025 Q3 | 77 | 18.2 M | $197 M |
| 2025 Q2 | 83 | 17.5 M | $181 M |
| 2025 Q1 | 81 | 17.8 M | $194 M |
| 2024 Q4 | 81 | 17.4 M | $190 M |
| 2024 Q3 | 80 | 16.0 M | $188 M |
| 2024 Q2 | 91 | 17.6 M | $196 M |
| 2024 Q1 | 85 | 18.0 M | $198 M |
| 2023 Q4 | 81 | 16.2 M | $175 M |
| 2023 Q3 | 76 | 14.6 M | $136 M |
| 2023 Q2 | 82 | 13.6 M | $146 M |
| 2023 Q1 | 81 | 13.3 M | $146 M |
| 2022 Q4 | 82 | 12.6 M | $472 M |
| 2022 Q3 | 78 | 11.3 M | $117 M |
| 2022 Q2 | 77 | 10.9 M | $127 M |
| 2022 Q1 | 75 | 10.1 M | $127 M |
| 2021 Q4 | 69 | 9.50 M | $141 M |
| 2021 Q3 | 67 | 9.40 M | $140 M |
| 2021 Q2 | 70 | 9.94 M | $151 M |
| 2021 Q1 | 70 | 10.2 M | $146 M |
| 2020 Q4 | 76 | 9.94 M | $143 M |
| 2020 Q3 | 69 | 10.1 M | $141 M |
| 2020 Q2 | 69 | 11.0 M | $148 M |
| 2020 Q1 | 63 | 10.2 M | $130 M |
| 2019 Q4 | 69 | 10.1 M | $142 M |
| 2019 Q3 | 61 | 9.78 M | $135 M |
| 2019 Q2 | 66 | 9.51 M | $128 M |
| 2019 Q1 | 66 | 9.07 M | $118 M |
| 2018 Q4 | 67 | 8.49 M | $103 M |
| 2018 Q3 | 64 | 8.24 M | $102 M |
| 2018 Q2 | 65 | 7.38 M | $93.1 M |
| 2018 Q1 | 65 | 6.46 M | $80.8 M |
| 2017 Q4 | 67 | 5.04 M | $67.8 M |
| 2017 Q3 | 58 | 4.77 M | $66.6 M |
| 2017 Q2 | 58 | 4.41 M | $60.4 M |
| 2017 Q1 | 59 | 4.53 M | $60.6 M |
| 2016 Q4 | 59 | 4.11 M | $54.3 M |
| 2016 Q3 | 55 | 3.45 M | $50.7 M |
| 2016 Q2 | 56 | 3.18 M | $48.0 M |
| 2016 Q1 | 50 | 3.85 M | $55.6 M |
| 2015 Q4 | 56 | 3.76 M | $51.9 M |
| 2015 Q3 | 51 | 2.98 M | $39.6 M |
| 2015 Q2 | 43 | 2.53 M | $33.4 M |
| 2015 Q1 | 41 | 2.05 M | $28.1 M |
| 2014 Q4 | 41 | 1.84 M | $25.4 M |
| 2014 Q3 | 34 | 1.86 M | $25.3 M |
| 2014 Q2 | 34 | 1.97 M | $27.4 M |
| 2014 Q1 | 39 | 2.07 M | $27.5 M |