| Rank | Holder | Shares | Change | Date reported |
|---|---|---|---|---|
| 1 | Morgan Stanley - Brokerage Accounts | 16.35M | -1.20M Decreased by -7.36% | Mar 31, 26 |
| 2 | UBS Group AG | 14.32M | 3.11M Increased by +21.76% | Mar 31, 26 |
| 3 | Van Eck Associates Corporation | 10.89M | -1.79M Decreased by -16.41% | Mar 31, 26 |
| 4 | STRS OHIO | 10.50M | 10.50M Increased by +100.00% | Mar 31, 26 |
| 5 | Bank of America Corp | 9.14M | 1.26M Increased by +13.78% | Mar 31, 26 |
| 6 | JPMorgan Chase & Co | 7.69M | -121.39K Decreased by -1.58% | Mar 31, 26 |
| 7 | Generali Asset Management SPA SGR | 7.55M | 2.50M Increased by +33.07% | Mar 31, 26 |
| 8 | Two Sigma Investments LLC | 7.31M | 4.34M Increased by +59.38% | Mar 31, 26 |
| 9 | Legal & General Group PLC | 5.98M | 566.94K Increased by +9.49% | Mar 31, 26 |
| 10 | Wells Fargo & Co | 4.49M | 98.97K Increased by +2.21% | Mar 31, 26 |
| 11 | OMERS Administration Corp. | 4.06M | 91.59K Increased by +2.25% | Mar 31, 24 |
| 12 | Rockefeller Capital Management L.P. | 4.05M | 2.10M Increased by +51.87% | Jun 30, 25 |
| 13 | LPL Financial Corp | 4.04M | -172.18K Decreased by -4.26% | Mar 31, 26 |
| 14 | Advisors Capital Management, LLC | 3.93M | 367.62K Increased by +9.34% | Mar 31, 26 |
| 15 | Ameriprise Financial Inc | 3.78M | -387.07K Decreased by -10.25% | Mar 31, 26 |
| 16 | International Assets Investment Management, LLC | 3.61M | 3.45M Increased by +95.46% | Sep 30, 24 |
| 17 | HighTower Advisors, LLC | 3.53M | 1.09M Increased by +30.77% | Mar 31, 26 |
| 18 | Confluence Investment Management LLC | 3.37M | -67.71K Decreased by -2.01% | Jun 30, 26 |
| 19 | Two Sigma Advisers, LLC | 3.30M | -416.40K Decreased by -12.62% | Jun 30, 25 |
| 20 | BlackRock Inc | 3.16M | -77.79K Decreased by -2.46% | Dec 31, 25 |
| Rank | Holder | Shares | Change | Date reported |
|---|---|---|---|---|
| 1 | VanEck BDC Income ETF | 12.48M | 0.00 Increased by 0.00% | Jun 30, 26 |
| 2 | Confluence Equity Income | 2.55M | -39.83K Decreased by -1.56% | Jun 30, 26 |
| 3 | iShares Listed Private Eq ETF USD Dist | 1.98M | 0.00 Increased by 0.00% | Jun 30, 26 |
| 4 | Putnam BDC Income ETF | 1.69M | -26.93K Decreased by -1.59% | Jun 30, 26 |
| 5 | Undrly L&G Pen PMC Multi Asset | 1.68M | 184.76K Increased by +10.98% | Sep 30, 23 |
| 6 | Capital Advisors Equity Dividend Strgy | 1.56M | 12.34K Increased by +0.79% | Mar 31, 26 |
| 7 | Dynamic Alternative Yield Series IP | 1.50M | 692.40K Increased by +46.13% | Mar 31, 25 |
| 8 | Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ | 1.39M | 112.88K Increased by +8.11% | Jun 30, 26 |
| 9 | Advisors Capital Balanced | 1.24M | -316.18K Decreased by -25.45% | Jun 30, 26 |
| 10 | Undrly L&G Diversified Life | 1.19M | 6.44K Increased by +0.54% | Dec 31, 24 |
| 11 | Undrly L&G Pen PMC Diversified | 1.19M | 35.99K Increased by +3.03% | Nov 30, 24 |
| 12 | FlexShares® Listed Priv Eq ETF USD Acc | 1.17M | 0.00 Increased by 0.00% | Feb 26, 26 |
| 13 | FID DC L&G Diversified Fund | 1.07M | 20.53K Increased by +1.92% | May 31, 26 |
| 14 | Franklin Templeton US High Div Eq MF | 1.01M | 455.20K Increased by +45.08% | Aug 20, 25 |
| 15 | Carnegie Listed Private Equity A | 945.35K | 0.00 Increased by 0.00% | Jun 30, 26 |
| 16 | Fidelity Dividend Growth | 929.30K | -721.94K Decreased by -77.69% | Jan 31, 26 |
| 17 | Chartwell Dividend Value | 880.75K | 0.00 Increased by 0.00% | Jun 30, 26 |
| 18 | Baillie Gifford Diversified Gr A Acc | 853.16K | -168.58K Decreased by -19.76% | Feb 29, 24 |
| 19 | Fidelity Capital Appreciation | 814.86K | 0.00 Increased by 0.00% | Dec 31, 25 |
| 20 | Fidelity® Dividend Growth | 749.00K | 296.70K Increased by +39.61% | Nov 30, 23 |