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5%+ stakes

Unclassified, latest filing in 2026

9 companies with 5%+ holders, every filing linked: AllianceBernstein Global High Income Fund, Inc., Allspring Multi-Sector Income Fund, Angel Oak Financial Strategies Income Term Trust, Genesis Holdings Inc, Grid Metals Corp, Invesco Bond Fund and more. Each section is the company's full record from its filings, newest filings first within each section.

9 companies with 5%+ holders on this page (Unclassified, latest filing in 2026), each linked to its filing, starting with AllianceBernstein Global High Income Fund, Inc., Allspring Multi-Sector Income Fund, Angel Oak Financial Strategies Income Term Trust. Free check on any of them: https://mentionfox.com/check

On this page

AllianceBernstein Global High Income Fund, Inc.

At 5% or more1
Filings1
Latest filing2026-06-05

AllianceBernstein Global High Income Fund, Inc. has 1 Schedule 13D or 13G filing on record since 2026-06-05. 1 holder's latest filing reports 5% or more of common. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
First Trust Portfolios L.P.10.21%8,803,414SCHEDULE 13G/A, 2026-06-052026-05-31
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
First Trust Portfolios L.P.0008,803,414SCHEDULE 13G/A, 2026-06-05
First Trust Advisors L.P.0008,803,414SCHEDULE 13G/A, 2026-06-05
The Charger Corporation0008,803,414SCHEDULE 13G/A, 2026-06-05

The latest filing identifies AllianceBernstein Global High Income Fund, Inc. by CUSIP 01879R106 and gives its principal executive office as 66 Hudson Boulevard East, 26th Floor, New York, NY 10001 (SCHEDULE 13G/A, 2026-06-05).

FiledHolderPercentFiling
2026-06-05First Trust Portfolios L.P.10.21%SCHEDULE 13G/A

Allspring Multi-Sector Income Fund

At 5% or more1
Filings1
Latest filing2026-03-04

Allspring Multi-Sector Income Fund has 1 Schedule 13D or 13G filing on record since 2026-03-04. 1 holder's latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Sit Investment Associates, Inc.10.3%2,884,362SCHEDULE 13G/A, 2026-03-042026-02-27
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Sit Investment Associates, Inc.02,884,36202,884,362SCHEDULE 13G/A, 2026-03-04
Sit Fixed Income Advisors II, LLC02,884,36202,884,362SCHEDULE 13G/A, 2026-03-04

The latest filing names Allspring Multi-Sector Income Fund, with its principal executive office as 1415 VANTAGE PARK DRIVE, 3RD FLOOR, CHARLOTTE, NC 28203 (SCHEDULE 13G/A, 2026-03-04).

FiledHolderPercentFiling
2026-03-04Sit Investment Associates, Inc.10.3%SCHEDULE 13G/A

Angel Oak Financial Strategies Income Term Trust

At 5% or more3
Filings6
Latest filing2026-11-05

Angel Oak Financial Strategies Income Term Trust has 6 Schedule 13D or 13G filings on record since 2025-07-16. 3 holders' latest filing reports 5% or more of common. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
MetLife Investment Management, LLC100%2,000,000SCHEDULE 13G, 2026-06-052026-05-31
Sit Investment Associates Inc33.9%11,323,734SCHEDULE 13G/A, 2026-11-052026-10-30
Karpus Management, Inc.14.06%4,697,846SCHEDULE 13G/A, 2026-05-142026-03-31
Wells Fargo & Company4.1%1,373,540SCHEDULE 13G/A, 2025-08-062025-06-30
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
MetLife Investment Management, LLC2,000,00002,000,0000SCHEDULE 13G, 2026-06-05
Sit Investment Associates Inc011,323,734011,323,734SCHEDULE 13G/A, 2026-11-05
Sit Fixed Income Advisors Ii LLC011,323,734011,323,734SCHEDULE 13G/A, 2026-11-05
Karpus Management, Inc.4,697,84604,697,8460SCHEDULE 13G/A, 2026-05-14
Wells Fargo & Company301,373,5400SCHEDULE 13G/A, 2025-08-06

The latest filing identifies Angel Oak Financial Strategies Income Term Trust by CUSIP 03464A100 and gives its principal executive office as 980 Hammond Drive, Suite 200, Atlanta, GA 30328 (SCHEDULE 13G/A, 2026-11-05).

FiledHolderPercentFiling
2025-07-16Karpus Management, Inc.16.5%SCHEDULE 13D
2025-08-06Wells Fargo & Company4.1%SCHEDULE 13G/A
2025-11-14Karpus Management, Inc.15.48%SCHEDULE 13G/A
2026-05-14Karpus Management, Inc.14.06%SCHEDULE 13G/A
2026-06-05MetLife Investment Management, LLC100%SCHEDULE 13G
2026-11-05Sit Investment Associates Inc33.9%SCHEDULE 13G/A

Genesis Holdings Inc

At 5% or more1
Filings1
Latest filing2026-03-03

Genesis Holdings Inc has 1 Schedule 13D or 13G filing on record since 2026-03-03. 1 holder's latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Carpathia LLC8.3%406,908SCHEDULE 13G, 2026-03-032026-02-19
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Carpathia LLC406,9080406,9080SCHEDULE 13G, 2026-03-03

The latest filing names Genesis Holdings Inc, with its principal executive office as 120 Pebble Trail, Alpharetta, GA 30009 (SCHEDULE 13G, 2026-03-03).

FiledHolderPercentFiling
2026-03-03Carpathia LLC8.3%SCHEDULE 13G

Grid Metals Corp

At 5% or more1
Filings1
Latest filing2026-03-20

Grid Metals Corp has 1 Schedule 13D or 13G filing on record since 2026-03-20. 1 holder's latest filing reports 5% or more of common. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Brandon S Osborne5.53%12,889,885SCHEDULE 13G, 2026-03-202026-03-20
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Brandon S Osborne12,889,885012,889,8850SCHEDULE 13G, 2026-03-20

The latest filing identifies Grid Metals Corp by CUSIP 39814L107 and gives its principal executive office as 3335 YONGE STREET, SUITE 304, TORONTO, ONTARIO (SCHEDULE 13G, 2026-03-20).

FiledHolderPercentFiling
2026-03-20Brandon S Osborne5.53%SCHEDULE 13G

Invesco Bond Fund

At 5% or more2
Filings5
Latest filing2026-06-04

Invesco Bond Fund has 5 Schedule 13D or 13G filings on record since 2025-10-02. 2 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Sit Investment Associates, Inc.11.2%1,274,682SCHEDULE 13G/A, 2026-06-042026-05-29
First Trust Portfolios L.P.8.56%977,577SCHEDULE 13G/A, 2026-04-142026-03-31
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Sit Investment Associates, Inc.01,274,68201,274,682SCHEDULE 13G/A, 2026-06-04
Sit Fixed Income Advisors II, LLC01,274,68201,274,682SCHEDULE 13G/A, 2026-06-04
First Trust Portfolios L.P.000977,577SCHEDULE 13G/A, 2026-04-14
First Trust Advisors L.P.000977,577SCHEDULE 13G/A, 2026-04-14
The Charger Corporation000977,577SCHEDULE 13G/A, 2026-04-14

The latest filing identifies Invesco Bond Fund by CUSIP 46132L107 and gives its principal executive office as 1555 Peachtree Street, N.E., Suite 1800, Atlanta, GA 30309 (SCHEDULE 13G/A, 2026-06-04).

FiledHolderPercentFiling
2025-10-02Sit Investment Associates, Inc.5.9%SCHEDULE 13G
2025-10-17First Trust Portfolios L.P.16.6%SCHEDULE 13G/A
2026-01-14First Trust Portfolios L.P.13.07%SCHEDULE 13G/A
2026-04-14First Trust Portfolios L.P.8.56%SCHEDULE 13G/A
2026-06-04Sit Investment Associates, Inc.11.2%SCHEDULE 13G/A

John Hancock GA Mortgage Trust

At 5% or more1
Filings1
Latest filing2026-03-05

John Hancock GA Mortgage Trust has 1 Schedule 13D or 13G filing on record since 2026-03-05. 1 holder's latest filing reports 5% or more of common shares of beneficial interest. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Manulife (Singapore) Pte. Ltd.10.82%15,312,733SCHEDULE 13G/A, 2026-03-052026-02-27
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Manulife (Singapore) Pte. Ltd.15,312,733—15,312,733—SCHEDULE 13G/A, 2026-03-05

The latest filing names John Hancock GA Mortgage Trust, with its principal executive office as 197 Clarendon Street, Boston, MA 02116 (SCHEDULE 13G/A, 2026-03-05).

FiledHolderPercentFiling
2026-03-05Manulife (Singapore) Pte. Ltd.10.82%SCHEDULE 13G/A

Sound Point Alternative Income Fund

At 5% or more1
Filings1
Latest filing2026-06-18

Sound Point Alternative Income Fund has 1 Schedule 13D or 13G filing on record since 2026-06-18. 1 holder's latest filing reports 5% or more of common shares of beneficial interest - class i. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Assured Guaranty Ltd.25%383,909SCHEDULE 13G, 2026-06-182026-06-12
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Assured Guaranty Ltd.383,9090383,9090SCHEDULE 13G, 2026-06-18

The latest filing identifies Sound Point Alternative Income Fund by CUSIP 83617F107 and gives its principal executive office as One Glenlake Parkway, Suite 1045, Atlanta, GA 30328 (SCHEDULE 13G, 2026-06-18).

FiledHolderPercentFiling
2026-06-18Assured Guaranty Ltd.25%SCHEDULE 13G

Tema ETF Trust

At 5% or more1
Filings1
Latest filing2026-06-05

Tema ETF Trust has 1 Schedule 13D or 13G filing on record since 2026-06-05. 1 holder's latest filing reports 5% or more of tema s&p 500 historical weight etf strategy. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Brown Advisory Inc87.9%13,140,122SCHEDULE 13G/A, 2026-06-052026-05-31
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Brown Advisory Inc13,140,122003,130,684SCHEDULE 13G/A, 2026-06-05
Brown Advisory LLC13,140,122003,130,684SCHEDULE 13G/A, 2026-06-05
Brown Investment Advisory & Trust Co0000SCHEDULE 13G/A, 2026-06-05
Signature Financial Management, Inc.0000SCHEDULE 13G/A, 2026-06-05

The latest filing identifies Tema ETF Trust by CUSIP 87975E826 and gives its principal executive office as 200 VESEY ST, BROOKFIELD PLACE, SUITE 24106, NEW YORK, NY 10281 (SCHEDULE 13G/A, 2026-06-05).

FiledHolderPercentFiling
2026-06-05Brown Advisory Inc87.9%SCHEDULE 13G/A

Where this comes from

Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.

Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.