Investors who own more than 5% of a class must file a Schedule 13D or 13G. Each filer's latest filing for 529900102 since 12/18/2024, largest first.
| Filer | % of Class | Filed | |
|---|---|---|---|
|
First Trust Portfolios L.P.
13G/A
|
16.0% |
4/14/2026
Event 3/31/2026
|
|
| First Trust Portfolios L.P. | 16.0% | ||
| First Trust Advisors L.P. | 16.0% | ||
| The Charger Corporation | 16.0% | ||
| Karpus Management, Inc. 13G/A | 6.7% |
5/14/2026
Event 3/31/2026
|
| Period | Filings | Shares, Excl. Options | Value, Excl. Options |
|---|---|---|---|
| 2026 Q3 | 5 | 52.3 k | $264 k |
| 2026 Q2 | 83 | 15.9 M | $86.8 M |
| 2026 Q1 | 74 | 13.1 M | $63.6 M |
| 2025 Q4 | 83 | 12.4 M | $65.8 M |
| 2025 Q3 | 74 | 11.3 M | $62.7 M |
| 2025 Q2 | 74 | 10.1 M | $55.2 M |
| 2025 Q1 | 72 | 9.94 M | $48.6 M |
| 2024 Q4 | 78 | 10.5 M | $59.5 M |
| 2024 Q3 | 70 | 11.4 M | $66.6 M |
| 2024 Q2 | 72 | 10.9 M | $58.2 M |
| 2024 Q1 | 77 | 9.92 M | $54.2 M |
| 2023 Q4 | 75 | 7.01 M | $37.1 M |
| 2023 Q3 | 66 | 5.26 M | $26.0 M |
| 2023 Q2 | 66 | 4.48 M | $24.2 M |
| 2023 Q1 | 64 | 4.44 M | $23.5 M |
| 2022 Q4 | 69 | 4.37 M | $21.6 M |
| 2022 Q3 | 63 | 5.10 M | $25.3 M |
| 2022 Q2 | 65 | 4.91 M | $28.6 M |
| 2022 Q1 | 61 | 5.27 M | $39.8 M |
| 2021 Q4 | 63 | 7.00 M | $63.2 M |
| 2021 Q3 | 61 | 9.23 M | $79.7 M |
| 2021 Q2 | 52 | 5.17 M | $45.9 M |
| 2021 Q1 | 55 | 5.44 M | $55.2 M |
| 2020 Q4 | 48 | 5.62 M | $46.1 M |
| 2020 Q3 | 48 | 5.69 M | $40.4 M |
| 2020 Q2 | 49 | 6.06 M | $38.1 M |
| 2020 Q1 | 44 | 5.11 M | $23.8 M |
| 2019 Q4 | 43 | 4.94 M | $32.1 M |
| 2019 Q3 | 42 | 5.20 M | $30.8 M |
| 2019 Q2 | 43 | 4.93 M | $28.7 M |
| 2019 Q1 | 44 | 5.88 M | $32.7 M |
| 2018 Q4 | 49 | 7.50 M | $32.9 M |
| 2018 Q3 | 43 | 3.14 M | $19.6 M |
| 2018 Q2 | 34 | 2.76 M | $18.4 M |
| 2018 Q1 | 36 | 2.63 M | $15.8 M |
| 2017 Q4 | 34 | 2.64 M | $14.8 M |
| 2017 Q3 | 30 | 2.60 M | $13.7 M |
| 2017 Q2 | 40 | 3.54 M | $17.4 M |
| 2017 Q1 | 39 | 3.97 M | $18.0 M |
| 2016 Q4 | 38 | 3.67 M | $15.3 M |
| 2016 Q3 | 37 | 3.63 M | $15.7 M |
| 2016 Q2 | 34 | 3.58 M | $14.7 M |
| 2016 Q1 | 35 | 3.06 M | $12.4 M |
| 2015 Q4 | 32 | 2.35 M | $10.8 M |
| 2015 Q3 | 27 | 2.67 M | $12.1 M |
| 2015 Q2 | 29 | 3.38 M | $17.4 M |
| 2015 Q1 | 34 | 3.68 M | $19.1 M |
| 2014 Q4 | 31 | 3.23 M | $16.6 M |
| 2014 Q3 | 27 | 3.05 M | $15.5 M |
| 2014 Q2 | 20 | 2.58 M | $14.0 M |
| 2014 Q1 | 22 | 2.35 M | $13.1 M |