Investors who own more than 5% of a class must file a Schedule 13D or 13G. Each filer's latest filing for 03464A100 since 12/18/2024, largest first.
| Filer | % of Class | Filed | ||
|---|---|---|---|---|
|
Sit Investment Associates, Inc.
13G/A
|
28.7% |
6/5/2025
Event 5/30/2025
|
||
| Sit Investment Associates, Inc. | 28.7% | |||
| Sit Fixed Income Advisors II, LLC | 28.7% | |||
| Karpus Management, Inc. 13G/A | 14.1% |
5/14/2026
Event 3/31/2026
|
||
| Under 5%, checked the "5 percent or less" box, or amended by a later filing (2) | ||||
| Wells Fargo & Company/MN 13G/A | 4.1% |
8/6/2025
Event 6/30/2025
|
||
|
Morgan Stanley
13G/A
|
3.5% |
1/7/2025
Event 1/7/2025
|
||
| Morgan Stanley | 3.5% | |||
| Morgan Stanley Smith Barney LLC | 3.5% | |||
| Period | Filings | Shares, Excl. Options | Value, Excl. Options |
|---|---|---|---|
| 2026 Q3 | 1 | 229 k | $2.73 M |
| 2026 Q2 | 43 | 23.3 M | $298 M |
| 2026 Q1 | 43 | 22.0 M | $280 M |
| 2025 Q4 | 45 | 22.2 M | $293 M |
| 2025 Q3 | 41 | 22.0 M | $289 M |
| 2025 Q2 | 42 | 21.8 M | $283 M |
| 2025 Q1 | 36 | 14.4 M | $194 M |
| 2024 Q4 | 39 | 14.2 M | $180 M |
| 2024 Q3 | 36 | 12.6 M | $167 M |
| 2024 Q2 | 36 | 15.1 M | $187 M |
| 2024 Q1 | 36 | 16.5 M | $206 M |
| 2023 Q4 | 43 | 13.0 M | $154 M |
| 2023 Q3 | 34 | 11.0 M | $133 M |
| 2023 Q2 | 36 | 10.6 M | $126 M |
| 2023 Q1 | 43 | 10.2 M | $125 M |
| 2022 Q4 | 48 | 9.75 M | $125 M |
| 2022 Q3 | 45 | 8.15 M | $109 M |
| 2022 Q2 | 42 | 7.02 M | $102 M |
| 2022 Q1 | 34 | 7.19 M | $113 M |
| 2021 Q4 | 37 | 8.52 M | $145 M |
| 2021 Q3 | 30 | 5.78 M | $98.5 M |
| 2021 Q2 | 24 | 4.98 M | $90.1 M |
| 2021 Q1 | 24 | 4.72 M | $83.0 M |
| 2020 Q4 | 27 | 4.23 M | $71.1 M |
| 2020 Q3 | 21 | 3.84 M | $64.6 M |
| 2020 Q2 | 23 | 4.79 M | $80.2 M |
| 2020 Q1 | 23 | 1.50 M | $25.6 M |
| 2019 Q4 | 16 | 1.37 M | $28.4 M |
| 2019 Q3 | 10 | 1.18 M | $23.8 M |
| 2019 Q2 | 7 | 698 k | $14.0 M |