Investors who own more than 5% of a class must file a Schedule 13D or 13G. Every filing for 09257D102 since 12/18/2024, newest first.
| Filer | % of Class | Filed | |
|---|---|---|---|
|
Sit Investment Associates Inc
13G
|
5.5% |
10/2/2026
Event 9/30/2026
|
|
| Sit Investment Associates Inc | 5.5% | ||
| Sit Fixed Income Advisors II LLC /ADV | 5.5% | ||
|
Sit Investment Associates, Inc.
13G/A
Amendment 1
|
4.8% |
7/6/2026
Event 6/30/2026
|
|
| Sit Investment Associates, Inc. | 4.8% | ||
| Sit Fixed Income Advisors II, LLC | 4.8% | ||
|
Sit Investment Associates, Inc.
13G
|
5.0% |
4/6/2026
Event 3/31/2026
|
|
| Sit Investment Associates, Inc. | 5.0% | ||
| Sit Fixed Income Advisors II, LLC | 5.0% | ||
|
First Trust Portfolios L.P.
13G/A
Amendment 16
|
14.5% |
4/16/2025
Event 3/31/2025
|
|
| First Trust Portfolios L.P. | 14.5% | ||
| First Trust Advisors L.P. | 14.5% | ||
| The Charger Corporation | 14.5% |
| Period | Filings | Shares, Excl. Options | Value, Excl. Options |
|---|---|---|---|
| 2026 Q3 | 1 | 4.95 k | $52.3 k |
| 2026 Q2 | 50 | 5.75 M | $62.6 M |
| 2026 Q1 | 52 | 5.54 M | $60.4 M |
| 2025 Q4 | 52 | 5.28 M | $61.6 M |
| 2025 Q3 | 44 | 4.73 M | $56.8 M |
| 2025 Q2 | 41 | 4.39 M | $54.5 M |
| 2025 Q1 | 37 | 3.87 M | $47.8 M |
| 2024 Q4 | 38 | 4.25 M | $53.8 M |
| 2024 Q3 | 38 | 4.49 M | $59.6 M |
| 2024 Q2 | 39 | 5.24 M | $65.2 M |
| 2024 Q1 | 39 | 5.81 M | $71.6 M |
| 2023 Q4 | 44 | 5.26 M | $60.2 M |
| 2023 Q3 | 42 | 4.99 M | $58.1 M |
| 2023 Q2 | 46 | 4.96 M | $56.2 M |
| 2023 Q1 | 46 | 4.82 M | $52.6 M |
| 2022 Q4 | 47 | 4.70 M | $50.9 M |
| 2022 Q3 | 44 | 4.27 M | $46.6 M |
| 2022 Q2 | 42 | 4.23 M | $48.7 M |
| 2022 Q1 | 39 | 3.92 M | $52.6 M |
| 2021 Q4 | 39 | 3.67 M | $54.0 M |
| 2021 Q3 | 34 | 3.61 M | $54.7 M |
| 2021 Q2 | 48 | 3.72 M | $56.2 M |
| 2021 Q1 | 45 | 3.73 M | $52.8 M |
| 2020 Q4 | 44 | 3.42 M | $45.8 M |
| 2020 Q3 | 37 | 3.03 M | $38.9 M |
| 2020 Q2 | 36 | 2.69 M | $32.5 M |
| 2020 Q1 | 40 | 3.09 M | $32.5 M |
| 2019 Q4 | 39 | 2.53 M | $39.5 M |
| 2019 Q3 | 35 | 2.59 M | $40.8 M |
| 2019 Q2 | 32 | 2.94 M | $46.2 M |
| 2019 Q1 | 30 | 2.80 M | $42.7 M |
| 2018 Q4 | 39 | 3.23 M | $44.3 M |
| 2018 Q3 | 30 | 3.59 M | $58.7 M |
| 2018 Q2 | 31 | 3.39 M | $55.9 M |
| 2018 Q1 | 33 | 3.42 M | $55.4 M |
| 2017 Q4 | 34 | 3.52 M | $56.0 M |
| 2017 Q3 | 32 | 3.32 M | $53.4 M |
| 2017 Q2 | 32 | 3.52 M | $56.9 M |
| 2017 Q1 | 34 | 3.73 M | $60.0 M |
| 2016 Q4 | 35 | 4.02 M | $64.0 M |
| 2016 Q3 | 30 | 4.62 M | $71.8 M |
| 2016 Q2 | 34 | 5.11 M | $73.8 M |
| 2016 Q1 | 32 | 5.41 M | $73.5 M |
| 2015 Q4 | 43 | 5.55 M | $74.9 M |
| 2015 Q3 | 36 | 5.16 M | $73.5 M |
| 2015 Q2 | 38 | 4.73 M | $73.2 M |
| 2015 Q1 | 35 | 4.74 M | $76.6 M |
| 2014 Q4 | 41 | 4.72 M | $73.2 M |
| 2014 Q3 | 34 | 4.38 M | $73.2 M |
| 2014 Q2 | 35 | 3.97 M | $70.3 M |
| 2014 Q1 | 37 | 3.83 M | $67.5 M |