Institutional Ownership
Allspring Income Opportunit
CUSIP 94987B105INC OPPTY FDXEADXQ1 2026
13D / 13G Filings
6
Schedule 13D/13G on record
Beneficial Filers
3
Distinct reporting persons
Largest Stake
9.3%
Max % of class reported
Institutional Holders
92
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
6 filings · latest Feb 3, 2025
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Feb 3, 2025 | Morgan Stanley | 13G | 5.1% | 3.03M | SEC |
| 2 | Jan 17, 2024 | First Trust Portfolios LP | 13G/A | 9.3% | 5.47M | SEC |
| 3 | Jan 20, 2023 | First Trust Portfolios LP | 13G | 7.3% | 4.39M | SEC |
| 4 | Feb 12, 2021 | First Trust Portfolios LP | 13G/A | 4.7% | 2.85M | SEC |
| 5 | Feb 14, 2020 | Saba Capital Management, L.P. | 13G/A | — | — | SEC |
| 6 | Jan 27, 2020 | First Trust Portfolios LP | 13G | 7.1% | 4.28M | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Morgan Stanley | 3.93M | $25.48M |
| 2 | Pathstone Holdings, LLC | 1.56M | $10.10M |
| 3 | Peak Planning Group, LLC | 1.14M | $7.41M |
| 4 | Invesco Ltd. | 1.04M | $6.77M |
| 5 | Guggenheim Capital LLC | 898.8K | $5.82M |
| 6 | Shaker Financial Services, LLC | 567.6K | $3.71M |
| 7 | Ubs Group AG | 394.0K | $2.55M |
| 8 | Lpl Financial LLC | 386.0K | $2.50M |
| 9 | Advisors Asset Management, Inc. | 305.2K | $1.98M |
| 10 | Envestnet Asset Management Inc | 224.1K | $1.45M |