| Date | Name | Role | Type | Shares | Value |
|---|---|---|---|---|---|
| Wed, 14 Oct 2026 | JPMorgan Chase Bank, N.A. | 10 percent owner | J-Other | 3,800 | — |
| Holder | Shares | % out | Change |
|---|---|---|---|
| Karpus Management, Inc. | 2,760,957 | 7.0% | −530,059 |
| BANK OF AMERICA CORP /DE/ | 737,018 | 1.9% | +273,652 |
| 1607 Capital Partners, LLC | 695,792 | 1.8% | −445,151 |
| Focus Partners Wealth | 304,737 | 0.8% | −15,774 |
| Capital Investment Advisors, LLC | 266,496 | 0.7% | −5,439 |
| VAN ECK ASSOCIATES CORP | 229,982 | 0.6% | — |
| Hennion & Walsh Asset Management, Inc. | 205,379 | 0.5% | −224,343 |
| Fiera Capital Corp | 170,651 | 0.4% | +58,800 |
| WELLS FARGO & COMPANY/MN | 132,948 | 0.3% | −4,110 |
| Allspring Global Investments Holdings, LLC | 126,286 | 0.3% | +0 |
| MELFA WEALTH MANAGEMENT, INC. | 120,569 | 0.3% | −8,631 |
| Dakota Wealth Management | 117,161 | 0.3% | −3,700 |
| MORGAN STANLEY | 92,132 | 0.2% | +31,631 |
| NewEdge Advisors, LLC | 91,956 | 0.2% | — |
| LPL Financial LLC | 91,153 | 0.2% | −137,583 |
