Investors who own more than 5% of a class must file a Schedule 13D or 13G. Each filer's latest filing for 69346J106 since 12/18/2024, largest first.
| Filer | % of Class | Filed | ||
|---|---|---|---|---|
|
First Trust Portfolios L.P.
13G/A
|
20.7% |
7/17/2026
Event 6/30/2026
|
||
| First Trust Portfolios L.P. | 20.7% | |||
| First Trust Advisors L.P. | 20.7% | |||
| The Charger Corporation | 20.7% | |||
| Under 5%, checked the "5 percent or less" box, or amended by a later filing (1) | ||||
|
Morgan Stanley
13G/A
|
4.9% |
5/6/2025
Event 3/31/2025
|
||
| Morgan Stanley | 4.9% | |||
| Parametric Portfolio Associates LLC | 3.9% | |||
| Period | Filings | Shares, Excl. Options | Value, Excl. Options |
|---|---|---|---|
| 2026 Q3 | 14 | 378 k | $4.16 M |
| 2026 Q2 | 88 | 11.8 M | $142 M |
| 2026 Q1 | 81 | 10.8 M | $126 M |
| 2025 Q4 | 77 | 10.3 M | $127 M |
| 2025 Q3 | 76 | 9.39 M | $121 M |
| 2025 Q2 | 74 | 10.7 M | $143 M |
| 2025 Q1 | 72 | 10.2 M | $136 M |
| 2024 Q4 | 83 | 11.7 M | $144 M |
| 2024 Q3 | 73 | 12.2 M | $156 M |
| 2024 Q2 | 75 | 17.0 M | $202 M |
| 2024 Q1 | 79 | 21.4 M | $256 M |
| 2023 Q4 | 84 | 18.6 M | $211 M |
| 2023 Q3 | 79 | 16.1 M | $174 M |
| 2023 Q2 | 75 | 16.3 M | $179 M |
| 2023 Q1 | 88 | 17.3 M | $190 M |
| 2022 Q4 | 91 | 17.8 M | $194 M |
| 2022 Q3 | 83 | 17.4 M | $194 M |
| 2022 Q2 | 84 | 18.3 M | $210 M |
| 2022 Q1 | 90 | 18.8 M | $251 M |
| 2021 Q4 | 92 | 19.0 M | $287 M |
| 2021 Q3 | 87 | 19.4 M | $299 M |
| 2021 Q2 | 84 | 20.3 M | $334 M |
| 2021 Q1 | 88 | 20.5 M | $305 M |
| 2020 Q4 | 85 | 20.7 M | $310 M |
| 2020 Q3 | 78 | 20.5 M | $271 M |
| 2020 Q2 | 69 | 20.9 M | $267 M |
| 2020 Q1 | 69 | 20.9 M | $232 M |
| 2019 Q4 | 67 | 19.8 M | $299 M |
| 2019 Q3 | 71 | 19.4 M | $278 M |
| 2019 Q2 | 73 | 20.0 M | $289 M |
| 2019 Q1 | 78 | 19.6 M | $270 M |
| 2018 Q4 | 81 | 19.4 M | $251 M |
| 2018 Q3 | 79 | 16.8 M | $232 M |
| 2018 Q2 | 72 | 13.9 M | $189 M |
| 2016 Q1 | 1 | 465 | $6.00 k |