Investors who own more than 5% of a class must file a Schedule 13D or 13G. Every filing for 47804L102 since 12/18/2024, newest first.
| Filer | % of Class | Filed | |
|---|---|---|---|
| Karpus Management, Inc. 13G | 7.5% |
8/14/2026
Event 6/30/2026
|
|
|
First Trust Portfolios L.P.
13G/A
Amendment 16
|
8.9% |
7/14/2026
Event 6/30/2026
|
|
| First Trust Portfolios L.P. | 8.9% | ||
| First Trust Advisors L.P. | 8.9% | ||
| The Charger Corporation | 8.9% | ||
|
First Trust Portfolios L.P.
13G/A
Amendment 15
|
10.2% |
4/14/2026
Event 3/31/2026
|
|
| First Trust Portfolios L.P. | 10.2% | ||
| First Trust Advisors L.P. | 10.2% | ||
| The Charger Corporation | 10.2% | ||
|
First Trust Portfolios L.P.
13G/A
Amendment 14
|
11.6% |
1/14/2026
Event 12/31/2025
|
|
| First Trust Portfolios L.P. | 11.6% | ||
| First Trust Advisors L.P. | 11.6% | ||
| The Charger Corporation | 11.6% | ||
|
First Trust Portfolios L.P.
13G/A
Amendment 13
|
14.3% |
10/17/2025
Event 9/30/2025
|
|
| First Trust Portfolios L.P. | 14.3% | ||
| First Trust Advisors L.P. | 14.3% | ||
| The Charger Corporation | 14.3% |
| Period | Filings | Shares, Excl. Options | Value, Excl. Options |
|---|---|---|---|
| 2026 Q3 | 1 | 380 | $4.24 k |
| 2026 Q2 | 37 | 3.66 M | $42.0 M |
| 2026 Q1 | 33 | 3.45 M | $37.5 M |
| 2025 Q4 | 35 | 3.20 M | $34.4 M |
| 2025 Q3 | 34 | 2.89 M | $30.7 M |
| 2025 Q2 | 34 | 2.84 M | $30.0 M |
| 2025 Q1 | 33 | 2.80 M | $29.1 M |
| 2024 Q4 | 35 | 2.72 M | $27.8 M |
| 2024 Q3 | 35 | 2.71 M | $29.7 M |
| 2024 Q2 | 37 | 3.06 M | $31.7 M |
| 2024 Q1 | 35 | 3.56 M | $37.3 M |
| 2023 Q4 | 33 | 3.23 M | $32.4 M |
| 2023 Q3 | 26 | 2.37 M | $22.7 M |
| 2023 Q2 | 23 | 2.30 M | $24.8 M |
| 2023 Q1 | 20 | 2.05 M | $23.8 M |
| 2022 Q4 | 22 | 2.04 M | $23.5 M |
| 2022 Q3 | 20 | 2.08 M | $24.5 M |
| 2022 Q2 | 23 | 2.07 M | $24.3 M |
| 2022 Q1 | 19 | 2.11 M | $27.4 M |
| 2021 Q4 | 20 | 2.36 M | $30.6 M |
| 2021 Q3 | 27 | 2.29 M | $28.7 M |
| 2021 Q2 | 26 | 2.50 M | $33.1 M |
| 2021 Q1 | 27 | 3.16 M | $38.0 M |
| 2020 Q4 | 31 | 3.29 M | $37.7 M |
| 2020 Q3 | 24 | 2.79 M | $29.4 M |
| 2020 Q2 | 24 | 2.43 M | $27.4 M |
| 2020 Q1 | 34 | 2.17 M | $22.1 M |
| 2019 Q4 | 27 | 1.80 M | $26.9 M |
| 2019 Q3 | 27 | 1.91 M | $26.5 M |
| 2019 Q2 | 26 | 1.78 M | $25.0 M |
| 2019 Q1 | 20 | 1.49 M | $21.9 M |
| 2018 Q4 | 32 | 1.83 M | $23.9 M |
| 2018 Q3 | 27 | 1.38 M | $21.8 M |
| 2018 Q2 | 25 | 1.35 M | $22.8 M |
| 2018 Q1 | 27 | 1.66 M | $27.3 M |
| 2017 Q4 | 22 | 1.89 M | $32.9 M |
| 2017 Q3 | 22 | 2.13 M | $37.5 M |
| 2017 Q2 | 21 | 2.31 M | $39.3 M |
| 2017 Q1 | 26 | 3.36 M | $56.7 M |
| 2016 Q4 | 23 | 3.51 M | $55.1 M |
| 2016 Q3 | 25 | 2.56 M | $41.5 M |
| 2016 Q2 | 25 | 2.40 M | $36.0 M |
| 2016 Q1 | 22 | 2.41 M | $35.5 M |
| 2015 Q4 | 28 | 2.78 M | $40.2 M |
| 2015 Q3 | 25 | 2.67 M | $38.5 M |
| 2015 Q2 | 24 | 3.07 M | $49.0 M |
| 2015 Q1 | 25 | 3.19 M | $52.3 M |
| 2014 Q4 | 24 | 3.16 M | $51.7 M |
| 2014 Q3 | 21 | 3.18 M | $55.6 M |
| 2014 Q2 | 21 | 3.09 M | $57.2 M |
| 2014 Q1 | 23 | 2.86 M | $50.0 M |