Investors who own more than 5% of a class must file a Schedule 13D or 13G. Each filer's latest filing for 78518H202 since 12/18/2024, largest first.
| Filer | % of Class | Filed | ||
|---|---|---|---|---|
| Kovitz Investment Group Partners, LLC 13G | 5.8% |
10/29/2024
Event 9/30/2024
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| Focus Partners Wealth 13G | 5.7% |
2/13/2026
Event 1/1/2026
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| Under 5%, checked the "5 percent or less" box, or amended by a later filing (1) | ||||
| Rivernorth Capital Management, LLC 13G/A | 4.4% |
8/14/2025
Event 6/30/2025
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| Period | Filings | Shares, Excl. Options | Value, Excl. Options |
|---|---|---|---|
| 2026 Q3 | 7 | 152 k | $912 k |
| 2026 Q2 | 97 | 20.1 M | $132 M |
| 2026 Q1 | 93 | 21.3 M | $142 M |
| 2025 Q4 | 103 | 20.2 M | $140 M |
| 2025 Q3 | 93 | 55.4 M | $99.6 M |
| 2025 Q2 | 82 | 12.0 M | $97.0 M |
| 2025 Q1 | 80 | 12.1 M | $94.0 M |
| 2024 Q4 | 86 | 15.9 M | $121 M |
| 2024 Q3 | 72 | 13.1 M | $99.3 M |
| 2024 Q2 | 76 | 11.1 M | $78.3 M |
| 2024 Q1 | 77 | 15.5 M | $113 M |
| 2023 Q4 | 82 | 16.7 M | $129 M |
| 2023 Q3 | 72 | 16.0 M | $123 M |
| 2023 Q2 | 65 | 16.5 M | $127 M |
| 2023 Q1 | 69 | 19.5 M | $159 M |
| 2022 Q4 | 73 | 18.0 M | $137 M |
| 2022 Q3 | 65 | 18.1 M | $143 M |
| 2022 Q2 | 65 | 18.9 M | $152 M |
| 2022 Q1 | 1 | 3.51 k | $29.0 k |
| 2017 Q2 | 1 | 22.3 k | $120 k |