Company profile
Latest filings (excl ownership)
CERT
Certification of approval for exchange listing
30 Jan 23
8-A12B
Registration of securities on exchange
30 Jan 23
CERT
Certification of approval for exchange listing
20 Jan 23
8-A12B
Registration of securities on exchange
18 Jan 23
N-CSR/A
Certified annual shareholder report (management investment company) (amended)
16 Dec 22
N-CEN
Annual report (registered investment company)
14 Nov 22
N-CSR
Certified annual shareholder report (management investment company)
7 Nov 22
25-NSE
Exchange delisting
1 Nov 22
AW
Withdrawal of amendment
21 Oct 22
CERT
Certification of approval for exchange listing
21 Sep 22
Latest ownership filings
SC 13G/A
FIRST TRUST PORTFOLIOS LP
3 Feb 23
SC 13G/A
FIRST TRUST PORTFOLIOS LP
1 Feb 23
SC 13G/A
FIRST TRUST PORTFOLIOS LP
1 Feb 23
SC 13G/A
FIRST TRUST PORTFOLIOS LP
1 Feb 23
SC 13G/A
FIRST TRUST PORTFOLIOS LP
1 Feb 23
SC 13G/A
FIRST TRUST PORTFOLIOS LP
1 Feb 23
SC 13G/A
FIRST TRUST PORTFOLIOS LP
1 Feb 23
SC 13G/A
FIRST TRUST PORTFOLIOS LP
1 Feb 23
SC 13G/A
FIRST TRUST PORTFOLIOS LP
1 Feb 23
SC 13G/A
FIRST TRUST PORTFOLIOS LP
1 Feb 23
Funds
Institutional ownership, Q3 2022
13F holders | Current |
---|---|
Total holders | 300 |
Opened positions | 42 |
Closed positions | 35 |
Increased positions | 119 |
Reduced positions | 119 |
13F shares | Current |
---|---|
Total value | 4.11 bn |
Total shares | 68.03 mm |
Total puts | 0.00 |
Total calls | 0.00 |
Total put/call ratio | – |
Largest owners | Shares | Value |
---|---|---|
MS Morgan Stanley | 5.69 mm | $247.80 mm |
Advance Capital Management | 5.62 mm | $244.49 mm |
Signature Estate & Investment Advisors | 4.95 mm | $215.70 mm |
LPL Financial | 4.44 mm | $193.17 mm |
First Trust Portfolios | 2.91 mm | $0.00 |
Envestnet Asset Management | 2.76 mm | $118.27 mm |
WFC Wells Fargo & Co. | 2.50 mm | $108.80 mm |
Raymond James Financial Services Advisors | 1.85 mm | $79.60 mm |
Advisor | 1.78 mm | $71.77 mm |
Horizon Investments | 1.56 mm | $67.54 mm |