| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 6.4% | -9.4% | $160,593,473 | -$17,764,252 | 5,694,804 | -10% | Saba Capital Management, L.P. | 07 Jan 2026 |
| Filer | Ownership | Nb Shares | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| MORGAN STANLEY | 9.4% | 8,364,206 | +0.05% | 0.01% | $226,920,952 |
| Saba Capital Management, L.P. | 6.9% | 6,114,312 | -9.7% | 5.5% | $165,881,285 |
| Karpus Management, Inc. | 2% | 1,746,094 | -2.3% | 1.5% | $47,371,543 |
| RAYMOND JAMES FINANCIAL INC | 1.5% | 1,341,458 | -1.3% | 0.01% | $36,393,757 |
| WELLS FARGO & COMPANY/MN | 1.5% | 1,311,236 | +4% | 0.01% | $35,573,842 |
| Allspring Global Investments Holdings, LLC | 0.77% | 685,066 | +8.2% | 0.03% | $18,585,841 |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 0.71% | 626,000 | 0% | 2.7% | $16,983,380 |
| SIT INVESTMENT ASSOCIATES INC | 0.7% | 622,556 | 0% | 0.34% | $16,890,000 |
| ROYAL BANK OF CANADA | 0.61% | 536,675 | -3.4% | 0% | $14,560,000 |
| BANK OF AMERICA CORP /DE/ | 0.61% | 535,912 | -14% | 0% | $14,539,287 |
| LPL Financial LLC | 0.59% | 519,497 | +3.4% | 0% | $14,093,950 |
| Advisors Asset Management, Inc. | 0.57% | 504,378 | +1.4% | 0.23% | $13,683,775 |
| COHEN & STEERS, INC. | 0.38% | 337,886 | +14% | 0.02% | $9,167,000 |
| Steward Partners Investment Advisory, LLC | 0.34% | 300,932 | +0.71% | 0.05% | $8,164,289 |
| Bulldog Investors, LLP | 0.34% | 300,795 | -0.08% | 1.9% | $8,160,568 |
| CAPSTONE INVESTMENT ADVISORS, LLC | 0.3% | 262,242 | 0% | 0.06% | $7,114,625 |
| STIFEL FINANCIAL CORP | 0.29% | 258,284 | +4% | 0.01% | $7,007,253 |
| Private Advisor Group, LLC | 0.21% | 187,191 | -0.82% | 0.02% | $5,078,499 |
| OPPENHEIMER & CO INC | 0.19% | 169,204 | +2% | 0.06% | $4,590,505 |
| Rockefeller Capital Management L.P. | 0.19% | 167,308 | -29% | 0.01% | $4,539,077 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.18% | 163,360 | +2.6% | 0.01% | $4,443,381 |
| Cambridge Investment Research Advisors, Inc. | 0.15% | 137,184 | -27% | 0.01% | $3,722,000 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 0.15% | 133,958 | +13% | 0.55% | $3,634,281 |
| Verition Fund Management LLC | 0.15% | 133,426 | 0% | 0.02% | $3,619,847 |
| UBS Group AG | 0.14% | 122,355 | -4.1% | 0% | $3,319,491 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 304,088 | $8,517,554 | +$240,453 | $27.77 | 4 |
| 2025 Q3 | 28,542,296 | $774,165,139 | -$23,514,614 | $27.13 | 184 |
| 2025 Q2 | 29,371,591 | $764,056,759 | +$6,363,703 | $26.01 | 173 |
| 2025 Q1 | 29,157,061 | $703,548,895 | +$12,764,861 | $24.13 | 170 |
| 2024 Q4 | 28,798,973 | $695,672,774 | +$34,312,390 | $24.15 | 172 |
| 2024 Q3 | 27,348,351 | $668,758,623 | -$9,117,967 | $24.45 | 171 |
| 2024 Q2 | 27,777,993 | $630,804,135 | +$24,489,518 | $22.71 | 167 |
| 2024 Q1 | 26,542,791 | $609,647,173 | +$39,584,846 | $22.98 | 172 |
| 2023 Q4 | 24,819,200 | $537,063,419 | +$19,499,570 | $21.64 | 164 |
| 2023 Q3 | 23,893,661 | $464,480,095 | +$18,805,033 | $19.44 | 162 |
| 2023 Q2 | 22,855,423 | $482,945,250 | +$35,568,830 | $21.13 | 160 |
| 2023 Q1 | 21,186,649 | $440,488,106 | +$5,409,218 | $20.79 | 157 |
| 2022 Q4 | 20,911,499 | $431,357,074 | -$3,018,101 | $20.61 | 153 |
| 2022 Q3 | 21,041,594 | $394,095,992 | -$6,544,974 | $18.72 | 138 |
| 2022 Q2 | 21,352,453 | $436,792,744 | +$15,067,704 | $20.45 | 153 |
| 2022 Q1 | 20,805,949 | $512,606,064 | +$17,104,979 | $24.64 | 159 |
| 2021 Q4 | 20,055,161 | $541,694,635 | -$9,256,077 | $27.00 | 179 |
| 2021 Q3 | 20,232,396 | $522,166,178 | +$2,533,762 | $25.79 | 160 |
| 2021 Q2 | 19,965,822 | $525,485,550 | -$30,472,505 | $26.31 | 161 |
| 2021 Q1 | 21,123,670 | $506,290,017 | -$11,866,391 | $23.96 | 158 |
| 2020 Q4 | 21,582,440 | $463,208,508 | +$4,184,206 | $21.46 | 151 |
| 2020 Q3 | 21,008,616 | $385,483,111 | +$62,738 | $18.35 | 131 |
| 2020 Q2 | 22,388,678 | $394,028,149 | -$4,050,927 | $17.60 | 132 |
| 2020 Q1 | 21,356,985 | $317,370,651 | -$3,204,571 | $14.81 | 143 |
| 2019 Q4 | 21,187,182 | $464,966,025 | +$127,955,317 | $21.95 | 142 |
| 2019 Q3 | 15,321,383 | $329,545,230 | +$19,847,635 | $21.51 | 117 |
| 2019 Q2 | 14,396,728 | $311,983,466 | -$1,396,405 | $21.67 | 112 |
| 2019 Q1 | 14,463,597 | $307,769,982 | -$17,160,971 | $21.28 | 120 |
| 2018 Q4 | 15,348,374 | $280,894,370 | +$23,221,563 | $18.30 | 122 |
| 2018 Q3 | 13,906,150 | $332,362,210 | +$2,429,573 | $23.90 | 129 |
| 2018 Q2 | 13,806,421 | $311,471,216 | +$462,044 | $22.56 | 128 |
| 2018 Q1 | 13,774,852 | $304,580,550 | +$9,051,994 | $22.10 | 128 |
| 2017 Q4 | 13,390,031 | $313,457,888 | -$16,271,145 | $23.41 | 122 |
| 2017 Q3 | 14,229,836 | $318,595,000 | +$5,242,332 | $22.39 | 103 |
| 2017 Q2 | 13,993,675 | $305,348,000 | -$4,595,088 | $21.82 | 97 |
| 2017 Q1 | 14,197,831 | $296,091,999 | -$18,220,090 | $20.85 | 90 |
| 2016 Q4 | 15,072,111 | $302,031,400 | +$8,945,948 | $20.04 | 99 |
| 2016 Q3 | 14,522,724 | $280,212,000 | -$3,541,430 | $19.21 | 89 |
| 2016 Q2 | 14,800,396 | $283,187,497 | -$14,383,030 | $19.13 | 94 |
| 2016 Q1 | 15,119,566 | $279,194,176 | -$11,768,641 | $18.48 | 91 |
| 2015 Q4 | 16,185,631 | $298,687,152 | +$5,552,300 | $18.46 | 100 |
| 2015 Q3 | 16,069,783 | $282,342,072 | +$11,619,937 | $17.56 | 91 |
| 2015 Q2 | 15,363,491 | $319,816,984 | +$9,937,379 | $20.82 | 95 |
| 2015 Q1 | 15,825,745 | $335,288,047 | +$3,098,581 | $21.19 | 87 |
| 2014 Q4 | 14,562,199 | $315,382,984 | -$3,476,310 | $21.66 | 87 |
| 2014 Q3 | 14,678,292 | $312,624,293 | +$5,540,454 | $21.30 | 80 |
| 2014 Q2 | 14,507,816 | $317,717,183 | +$969,126 | $21.90 | 87 |
| 2014 Q1 | 14,318,238 | $314,522,858 | -$14,920,499 | $21.97 | 79 |