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5%+ stakes

Unclassified, latest filing in April 2026

12 companies with 5%+ holders, every filing linked: abrdn Global Dynamic Dividend Fund, ArrowMark Financial Corp., BlackRock Debt Strategies Fund, Inc., Cal-Maine Foods Inc, Federated Hermes Premier Municipal Income Fund, Flaherty & Crumrine Preferred & Income Fund Inc and more. Each section is the company's full record from its filings, newest filings first within each section.

12 companies with 5%+ holders on this page (Unclassified, latest filing in April 2026), each linked to its filing, starting with abrdn Global Dynamic Dividend Fund, ArrowMark Financial Corp., BlackRock Debt Strategies Fund, Inc.. Free check on any of them: https://mentionfox.com/check

On this page

abrdn Global Dynamic Dividend Fund

At 5% or more1
Filings2
Latest filing2026-04-14

abrdn Global Dynamic Dividend Fund has 2 Schedule 13D or 13G filings on record since 2025-10-17. 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.15.6%4,075,342SCHEDULE 13G/A, 2026-04-142026-03-31
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
First Trust Portfolios L.P.0004,075,342SCHEDULE 13G/A, 2026-04-14
First Trust Advisors L.P.0004,075,342SCHEDULE 13G/A, 2026-04-14
The Charger Corporation0004,075,342SCHEDULE 13G/A, 2026-04-14

The latest filing identifies abrdn Global Dynamic Dividend Fund by CUSIP 00302M106 and gives its principal executive office as 1900 Market Street, Suite 200, Philadelphia, PA 19103 (SCHEDULE 13G/A, 2026-04-14).

FiledHolderPercentFiling
2025-10-17First Trust Portfolios L.P.17.6%SCHEDULE 13G/A
2026-04-14First Trust Portfolios L.P.15.6%SCHEDULE 13G/A

ArrowMark Financial Corp.

At 5% or more1
Filings2
Latest filing2026-04-10

ArrowMark Financial Corp. has 2 Schedule 13D or 13G filings on record since 2026-01-15. 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
ArrowMark Colorado Holdings, LLC9.14%884,834SCHEDULE 13G/A, 2026-04-102026-03-31
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
ArrowMark Colorado Holdings, LLC884,8340884,8340SCHEDULE 13G/A, 2026-04-10

The latest filing identifies ArrowMark Financial Corp. by CUSIP 861780104 and gives its principal executive office as 100 FILLMORE STREET, SUITE 325, DENVER, CO 80206 (SCHEDULE 13G/A, 2026-04-10).

FiledHolderPercentFiling
2026-01-15ArrowMark Colorado Holdings, LLC10.35%SCHEDULE 13G
2026-04-10ArrowMark Colorado Holdings, LLC9.14%SCHEDULE 13G/A
DateRecordFigureOur pageSource
June 30, 2026Leadership change: Katherine Jones appointed, Chief Financial Officer—Leadership changesSource

BlackRock Debt Strategies Fund, Inc.

At 5% or more1
Filings1
Latest filing2026-04-27

BlackRock Debt Strategies Fund, Inc. has 1 Schedule 13D or 13G filing on record since 2026-04-27. 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.5.16%3,270,682SCHEDULE 13G, 2026-04-272026-03-31
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
First Trust Portfolios L.P.0003,270,682SCHEDULE 13G, 2026-04-27
First Trust Advisors L.P.0003,270,682SCHEDULE 13G, 2026-04-27
The Charger Corporation0003,270,682SCHEDULE 13G, 2026-04-27

The latest filing identifies BlackRock Debt Strategies Fund, Inc. by CUSIP 09255R202 and gives its principal executive office as 100 Bellevue Parkway, Wilmington, DE 19809 (SCHEDULE 13G, 2026-04-27).

FiledHolderPercentFiling
2026-04-27First Trust Portfolios L.P.5.16%SCHEDULE 13G

Cal-Maine Foods Inc

At 5% or more1
Filings2
Latest filing2026-04-29

Cal-Maine Foods Inc has 2 Schedule 13D or 13G filings on record since 2026-03-26. 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
Vanguard Portfolio Management5.75%2,789,577SCHEDULE 13G, 2026-04-292026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Portfolio Management37,81602,789,5770SCHEDULE 13G, 2026-04-29
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies Cal-Maine Foods Inc by CUSIP 128030202 and gives its principal executive office as 1052 Highland Colony Parkway, Suite 200, Ridgeland, MS 39157 (SCHEDULE 13G, 2026-04-29).

FiledHolderPercentFiling
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Portfolio Management5.75%SCHEDULE 13G

Federated Hermes Premier Municipal Income Fund

At 5% or more1
Filings2
Latest filing2026-04-06

Federated Hermes Premier Municipal Income Fund has 2 Schedule 13D or 13G filings on record since 2026-01-30. 1 holder's latest filing reports 5% or more of variable municipal term preferred shares. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Bank Of America Corp100%1,147SCHEDULE 13D/A, 2026-04-062026-04-02
First Trust Portfolios L.P.3.22%369,913SCHEDULE 13G/A, 2026-01-302025-12-31
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Bank Of America Corp01,14701,147SCHEDULE 13D/A, 2026-04-06
Banc of America Preferred Funding Corp01,14701,147SCHEDULE 13D/A, 2026-04-06
First Trust Portfolios L.P.000369,913SCHEDULE 13G/A, 2026-01-30
First Trust Advisors L.P.000369,913SCHEDULE 13G/A, 2026-01-30
The Charger Corporation000369,913SCHEDULE 13G/A, 2026-01-30

The latest filing identifies Federated Hermes Premier Municipal Income Fund by CUSIP 31423P504 and gives its principal executive office as 4000 ERICSSON DRIVE, WARRENDALE, PA 15086-7561 (SCHEDULE 13D/A, 2026-04-06).

FiledHolderPercentFiling
2026-01-30First Trust Portfolios L.P.3.22%SCHEDULE 13G/A
2026-04-06Bank Of America Corp100%SCHEDULE 13D/A

Flaherty & Crumrine Preferred & Income Fund Inc

At 5% or more1
Filings2
Latest filing2026-04-06

Flaherty & Crumrine Preferred & Income Fund Inc has 2 Schedule 13D or 13G filings on record since 2025-10-02. 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%1,320,217SCHEDULE 13G/A, 2026-04-062026-03-31
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Sit Investment Associates, Inc.01,320,21701,320,217SCHEDULE 13G/A, 2026-04-06
Sit Fixed Income Advisors II, LLC01,320,21701,320,217SCHEDULE 13G/A, 2026-04-06

The latest filing identifies Flaherty & Crumrine Preferred & Income Fund Inc by CUSIP 338480106 and gives its principal executive office as 301 E. Colorado Boulevard, Suite 800, Pasadena, CA 91101 (SCHEDULE 13G/A, 2026-04-06).

FiledHolderPercentFiling
2025-10-02Sit Investment Associates, Inc.8.4%SCHEDULE 13G
2026-04-06Sit Investment Associates, Inc.10.3%SCHEDULE 13G/A

John Hancock GA Senior Loan Trust

At 5% or more4
Filings5
Latest filing2026-11-04

John Hancock GA Senior Loan Trust has 5 Schedule 13D or 13G filings on record since 2025-09-03. 4 holders' 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
Manufacturers Life Reinsurance Limited44.2%32,790,006SCHEDULE 13G/A, 2026-04-202026-04-15
Manulife (Singapore) Pte. Ltd.15.8%9,982,167SCHEDULE 13G/A, 2026-01-222026-01-15
Manulife International Limited9%7,828,201SCHEDULE 13G/A, 2026-11-042026-10-30
Manulife Life Insurance Company5.1%2,881,272SCHEDULE 13G, 2025-09-032025-08-29
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Manufacturers Life Reinsurance Limited32,790,006—32,790,006—SCHEDULE 13G/A, 2026-04-20
Manulife (Singapore) Pte. Ltd.9,982,16709,982,1670SCHEDULE 13G/A, 2026-01-22
Manulife International Limited7,828,201—7,828,201—SCHEDULE 13G/A, 2026-11-04
Manulife Life Insurance Company2,881,27202,881,2720SCHEDULE 13G, 2025-09-03

The latest filing identifies John Hancock GA Senior Loan Trust by CUSIP 000000000 and gives its principal executive office as 197 Clarendon Street, Boston, MA 02116 (SCHEDULE 13G/A, 2026-11-04).

FiledHolderPercentFiling
2025-09-03Manulife Life Insurance Company5.1%SCHEDULE 13G
2025-12-04Manufacturers Life Reinsurance Limited39%SCHEDULE 13G/A
2026-01-22Manulife (Singapore) Pte. Ltd.15.8%SCHEDULE 13G/A
2026-04-20Manufacturers Life Reinsurance Limited44.2%SCHEDULE 13G/A
2026-11-04Manulife International Limited9%SCHEDULE 13G/A

Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.

At 5% or more1
Filings2
Latest filing2026-04-13

Morgan Stanley Emerging Markets Domestic Debt Fund, Inc. has 2 Schedule 13D or 13G filings on record since 2026-01-08. 1 holder's latest filing reports 5% or more of common stock, $0.01 par value. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Evergreen Capital Management LLC5.42%3,493,595SCHEDULE 13G, 2026-04-132026-03-31
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Evergreen Capital Management LLC3,493,59503,493,5950SCHEDULE 13G, 2026-04-13

The latest filing identifies Morgan Stanley Emerging Markets Domestic Debt Fund, Inc. by CUSIP 617477104 and gives its principal executive office as 1585 Broadway, New York, NY 10036 (SCHEDULE 13G, 2026-04-13).

FiledHolderPercentFiling
2026-01-08Evergreen Capital Management LLC4.85%SCHEDULE 13G/A
2026-04-13Evergreen Capital Management LLC5.42%SCHEDULE 13G

Nuveen Dynamic Municipal Opportunities Fund

At 5% or more1
Filings1
Latest filing2026-04-30

Nuveen Dynamic Municipal Opportunities Fund has 1 Schedule 13D or 13G filing on record since 2026-04-30. 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.6.33%3,811,272SCHEDULE 13G, 2026-04-302026-03-31
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
First Trust Portfolios L.P.0003,811,272SCHEDULE 13G, 2026-04-30
First Trust Advisors L.P.0003,811,272SCHEDULE 13G, 2026-04-30
The Charger Corporation0003,811,272SCHEDULE 13G, 2026-04-30

The latest filing identifies Nuveen Dynamic Municipal Opportunities Fund by CUSIP 67079X102 and gives its principal executive office as 333 West Wacker Drive, Chicago, IL 60606 (SCHEDULE 13G, 2026-04-30).

FiledHolderPercentFiling
2026-04-30First Trust Portfolios L.P.6.33%SCHEDULE 13G

Nuveen Variable Rate Preferred & Income Fund

At 5% or more2
Filings2
Latest filing2026-04-30

Nuveen Variable Rate Preferred & Income Fund has 2 Schedule 13D or 13G filings on record since 2025-08-05. 2 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
First Trust Portfolios L.P.7.81%1,888,128SCHEDULE 13G, 2026-04-302026-03-31
Morgan Stanley6.5%1,567,793SCHEDULE 13G/A, 2025-08-052025-06-30
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
First Trust Portfolios L.P.0001,766,167SCHEDULE 13G, 2026-04-30
First Trust Advisors L.P.0121,96101,888,128SCHEDULE 13G, 2026-04-30
The Charger Corporation0121,96101,888,128SCHEDULE 13G, 2026-04-30
Morgan Stanley0174,98401,567,793SCHEDULE 13G/A, 2025-08-05
Parametric Portfolio Associates LLC0174,98401,567,793SCHEDULE 13G/A, 2025-08-05

The latest filing identifies Nuveen Variable Rate Preferred & Income Fund by CUSIP 67080R102 and gives its principal executive office as 333 West Wacker Drive, Chicago, IL 60606 (SCHEDULE 13G, 2026-04-30).

FiledHolderPercentFiling
2025-08-05Morgan Stanley6.5%SCHEDULE 13G/A
2026-04-30First Trust Portfolios L.P.7.81%SCHEDULE 13G

Pediatrix Medical Group Inc

At 5% or more2
Filings3
Latest filing2026-04-30

Pediatrix Medical Group Inc has 3 Schedule 13D or 13G filings on record since 2026-03-27. 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
Vanguard Portfolio Management7.55%6,278,234SCHEDULE 13G, 2026-04-292026-03-31
Vanguard Capital Management5.15%4,283,221SCHEDULE 13G, 2026-04-302026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Portfolio Management124,10806,278,2340SCHEDULE 13G, 2026-04-29
Vanguard Capital Management626,90004,283,2210SCHEDULE 13G, 2026-04-30
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies Pediatrix Medical Group Inc by CUSIP 58502B106 and gives its principal executive office as 1301 Concord Terrace, Sunrise, FL 33323 (SCHEDULE 13G, 2026-04-30).

FiledHolderPercentFiling
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Portfolio Management7.55%SCHEDULE 13G
2026-04-30Vanguard Capital Management5.15%SCHEDULE 13G

Zions Bancorp NA

At 5% or more2
Filings3
Latest filing2026-04-30

Zions Bancorp NA has 3 Schedule 13D or 13G filings on record since 2026-03-27. 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
Vanguard Portfolio Management7.4%10,893,105SCHEDULE 13G, 2026-04-292026-03-31
Vanguard Capital Management5.25%7,735,821SCHEDULE 13G, 2026-04-302026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Portfolio Management37,527010,893,1050SCHEDULE 13G, 2026-04-29
Vanguard Capital Management1,137,53407,735,8210SCHEDULE 13G, 2026-04-30
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies Zions Bancorp NA by CUSIP 989701107 and gives its principal executive office as 1 South Main Street, Salt Lake City, UT 84133 (SCHEDULE 13G, 2026-04-30).

FiledHolderPercentFiling
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Portfolio Management7.4%SCHEDULE 13G
2026-04-30Vanguard Capital Management5.25%SCHEDULE 13G

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.

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