Investors who own more than 5% of a class must file a Schedule 13D or 13G. Each filer's latest filing for 67074Y105 since 12/18/2024, largest first.
| Filer | % of Class | Filed | ||
|---|---|---|---|---|
|
Sit Investment Associates, Inc.
13G
|
12.1% |
4/6/2026
Event 3/31/2026
|
||
| Sit Investment Associates, Inc. | 12.1% | |||
| Sit Fixed Income Advisors II, LLC | 12.1% | |||
|
First Trust Portfolios L.P.
13G
|
5.0% |
7/27/2026
Event 6/30/2026
|
||
| First Trust Portfolios L.P. | 5.0% | |||
| First Trust Advisors L.P. | 5.0% | |||
| The Charger Corporation | 5.0% | |||
| Under 5%, checked the "5 percent or less" box, or amended by a later filing (1) | ||||
|
Morgan Stanley
13G/A
|
4.9% |
2/4/2025
Event 12/31/2024
|
||
| Morgan Stanley | 4.9% | |||
| Parametric Portfolio Associates LLC | 4.9% | |||
| Period | Filings | Shares, Excl. Options | Value, Excl. Options |
|---|---|---|---|
| 2026 Q3 | 2 | 80.1 k | $862 k |
| 2026 Q2 | 87 | 10.9 M | $142 M |
| 2026 Q1 | 91 | 11.2 M | $138 M |
| 2025 Q4 | 80 | 5.03 M | $68.5 M |
| 2025 Q3 | 68 | 4.90 M | $69.7 M |
| 2025 Q2 | 76 | 5.41 M | $73.0 M |
| 2025 Q1 | 71 | 5.26 M | $68.1 M |
| 2024 Q4 | 79 | 5.64 M | $68.4 M |
| 2024 Q3 | 77 | 6.40 M | $87.6 M |
| 2024 Q2 | 74 | 9.86 M | $120 M |
| 2024 Q1 | 78 | 12.8 M | $152 M |
| 2023 Q4 | 80 | 11.1 M | $130 M |
| 2023 Q3 | 71 | 8.73 M | $92.7 M |
| 2023 Q2 | 76 | 8.02 M | $91.6 M |
| 2023 Q1 | 76 | 8.15 M | $95.7 M |
| 2022 Q4 | 79 | 7.59 M | $87.9 M |
| 2022 Q3 | 77 | 7.28 M | $81.3 M |
| 2022 Q2 | 80 | 7.30 M | $106 M |
| 2022 Q1 | 84 | 7.01 M | $107 M |
| 2021 Q4 | 83 | 7.20 M | $116 M |
| 2021 Q3 | 71 | 7.47 M | $114 M |
| 2021 Q2 | 76 | 7.83 M | $138 M |
| 2021 Q1 | 82 | 8.01 M | $118 M |
| 2020 Q4 | 91 | 7.02 M | $104 M |
| 2020 Q3 | 79 | 6.34 M | $76.6 M |
| 2020 Q2 | 81 | 6.49 M | $75.9 M |
| 2020 Q1 | 87 | 6.48 M | $64.0 M |
| 2019 Q4 | 79 | 6.18 M | $114 M |
| 2019 Q3 | 71 | 6.24 M | $109 M |
| 2019 Q2 | 70 | 6.28 M | $106 M |
| 2019 Q1 | 80 | 6.90 M | $111 M |
| 2018 Q4 | 80 | 7.64 M | $104 M |
| 2018 Q3 | 73 | 6.94 M | $112 M |
| 2018 Q2 | 78 | 7.17 M | $117 M |
| 2018 Q1 | 78 | 7.16 M | $116 M |
| 2017 Q4 | 72 | 6.29 M | $112 M |
| 2017 Q3 | 59 | 6.20 M | $112 M |
| 2017 Q2 | 27 | 1.50 M | $26.4 M |
| 2017 Q1 | 26 | 1.49 M | $25.6 M |
| 2016 Q4 | 31 | 1.49 M | $23.5 M |
| 2016 Q3 | 23 | 1.30 M | $22.4 M |
| 2016 Q2 | 26 | 1.61 M | $27.2 M |
| 2016 Q1 | 31 | 1.71 M | $26.3 M |
| 2015 Q4 | 28 | 1.71 M | $25.3 M |
| 2015 Q3 | 25 | 1.66 M | $24.3 M |
| 2015 Q2 | 23 | 1.51 M | $26.1 M |
| 2015 Q1 | 21 | 1.53 M | $29.9 M |
| 2014 Q4 | 26 | 1.48 M | $28.0 M |
| 2014 Q3 | 25 | 1.48 M | $35.4 M |
| 2014 Q2 | 26 | 1.37 M | $35.7 M |
| 2014 Q1 | 24 | 1.41 M | $33.2 M |