CUSIP: 01864U106 | US | Financial Services · Asset Management | Small Cap | 332 institutional holders
5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.
| Holder | Shares | % of Class | Change | Event Date | vs 13F |
|---|---|---|---|---|---|
| 13GKarpus Management, Inc. | 3,899,325 | 13.6% | +289,690 | Sep 30, 2026 | 3,603,262 sh (Jun 30, 2026) |
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 1,347,396 | $12.8M | 0.0% | Core | Medium | Charlotte, NC | 2026-11-04 | |
| 874,807 | $8.3M | 0.0% | Core | Low | Brooklyn, OH | 2026-11-04 | |
| 710,957 | $6.8M | 0.2% | Value | Medium | Parsippany, NJ | 2026-10-13 | |
| 373,640 | $3.6M | 0.2% | Yield | Medium | London, United Kingdom | 2026-10-30 | |
| 196,622 | $1.9M | 0.0% | ETF | Low | Waltham, MA | 2026-11-02 | |
| 137,000 | $1.3M | 0.4% | Growth | Low | Mishawaka, IN | 2026-10-22 | |
| 133,968 | $1.3M | 0.0% | Core | Low | New York, NY | 2026-11-05 | |
| 115,566 | $1.1M | 0.0% | Core | Low | Austin, TX | 2026-11-02 | |
| 82,175 | $783.1K | 0.0% | Growth | Low | Minneapolis, MN | 2026-11-05 | |
| 68,350 | $651.4K | 0.3% | Yield | Medium | Greenwood Village, CO | 2026-10-01 | |
| 62,520 | $595.8K | 0.0% | Core | Low | Atlanta, GA | 2026-10-22 | |
| 61,219 | $583.4K | 0.6% | Yield | Medium | Richmond, VA | 2026-11-04 | |
| 48,105 | $458.4K | 0.7% | Yield | High | New York, NY | 2026-11-04 | |
| 41,031 | $391.0K | 0.2% | Yield | Medium | Las Vegas, NV | 2026-11-05 | |
| 35,045 | $334.0K | 0.0% | Growth | Low | Los Angeles, CA | 2026-11-04 | |
| 34,259 | $326.5K | 0.1% | Growth | Low | West Deptford, NJ | 2026-10-21 | |
| 31,978 | $300.6K | 0.0% | Growth | Medium | Atlanta, GA | 2026-10-13 | |
| 30,908 | $294.6K | 0.0% | Yield | Very Low | Blue Bell, PA | 2026-10-29 | |
| 22,009 | $210.0K | 0.0% | Core | Low | Pasadena, CA | 2026-10-22 | |
| 20,737 | $197.6K | 0.0% | ETF | Low | Dallas, TX | 2026-10-30 | |
| 18,203 | $173.5K | 0.1% | Yield | Low | Chiefland, FL | 2026-10-16 | |
| 12,787 | $121.9K | 0.0% | Index | Low | Minneapolis, MN | 2026-11-05 | |
| 12,204 | $116.3K | 0.4% | Yield | Medium | Fort Worth, TX | 2026-10-29 | |
| 12,093 | $115.2K | 0.0% | Index | Low | Rockford, IL | 2026-10-28 | |
| 11,182 | $106.6K | 0.0% | Core | Low | Aurora, IL | 2026-10-22 | |
| 11,000 | $104.8K | 0.0% | Growth | Low | St. Louis, MO | 2026-10-27 | |
| 3,500 | $33.4K | 0.0% | Index | Low | San Francisco, CA | 2026-10-08 | |
| 1,746 | $16.6K | 0.0% | GARP | Low | Mansfield, OH | 2026-10-27 | |
| 1,568 | $14.9K | 0.0% | ETF | Low | Dallas, TX | 2026-11-03 | |
| 1,400 | $13.3K | 0.0% | Growth | Low | Venice, FL | 2026-10-30 | |
| 1,100 | $10.5K | 0.0% | Core | Low | Cleveland, OH | 2026-10-20 | |
| 788 | $7.5K | 0.0% | ETF | Medium | Southfield, MI | 2026-10-08 | |
| 768 | $7.3K | 0.0% | ETF | N/A | Tampa, FL | 2026-10-30 | |
| 627 | $6.0K | 0.0% | Core | Low | Baltimore, MD | 2026-10-27 | |
| 359 | $3.4K | 0.0% | Core | Low | Atlanta, GA | 2026-10-29 | |
| 200 | $1.9K | 0.0% | Growth | Low | Newport, VT | 2026-10-15 | |
| 86 | $822 | 0.0% | Index | Very Low | Cincinnati, OH | 2026-11-05 | |
| 2 | $18 | 0.0% | Growth | Very Low | Beverly Hills, CA | 2026-10-27 |