| Rank | Holder | Shares | Change | Date reported |
|---|---|---|---|---|
| 1 | Morgan Stanley - Brokerage Accounts | 17.53M | 2.70M Increased by +15.38% | Mar 31, 25 |
| 2 | Van Eck Associates Corporation | 12.94M | -1.20M Decreased by -9.29% | Mar 31, 25 |
| 3 | Bank of America Corp | 7.97M | 20.32K Increased by +0.25% | Mar 31, 25 |
| 4 | JPMorgan Chase & Co | 5.40M | 1.13M Increased by +20.93% | Mar 31, 25 |
| 5 | Generali Asset Management SPA SGR | 5.05M | -867.69K Decreased by -17.17% | Jun 30, 25 |
| 6 | UBS Group AG | 5.02M | 2.17M Increased by +43.22% | Mar 31, 25 |
| 7 | Legal & General Group PLC | 4.96M | 252.95K Increased by +5.10% | Jun 30, 25 |
| 8 | OMERS Administration Corp. | 4.06M | 91.59K Increased by +2.25% | Mar 31, 24 |
| 9 | Wells Fargo & Co | 3.84M | 278.60K Increased by +7.25% | Mar 31, 25 |
| 10 | Confluence Investment Management LLC | 3.80M | 21.34K Increased by +0.56% | Jun 30, 25 |
| 11 | Ameriprise Financial Inc | 3.79M | 225.98K Increased by +5.96% | Jun 30, 25 |
| 12 | International Assets Investment Management, LLC | 3.61M | 3.45M Increased by +95.46% | Sep 30, 24 |
| 13 | LPL Financial Corp | 3.57M | 293.44K Increased by +8.22% | Mar 31, 25 |
| 14 | Royal Bank of Canada | 3.56M | -530.19K Decreased by -14.89% | Mar 31, 25 |
| 15 | Two Sigma Advisers, LLC | 3.30M | -416.40K Decreased by -12.62% | Jun 30, 25 |
| 16 | Goldman Sachs Group Inc | 3.04M | 202.94K Increased by +6.68% | Jun 30, 25 |
| 17 | Allen Investment Management LLC | 3.03M | 56.44K Increased by +1.86% | Jun 30, 25 |
| 18 | Advisors Capital Management, LLC | 3.00M | -626.68K Decreased by -20.88% | Jun 30, 25 |
| 19 | HighTower Advisors, LLC | 2.86M | 235.23K Increased by +8.24% | Jun 30, 25 |
| 20 | Amvescap Plc. | 2.83M | 2.43M Increased by +86.03% | Sep 30, 24 |
| Rank | Holder | Shares | Change | Date reported |
|---|---|---|---|---|
| 1 | VanEck BDC Income ETF | 12.83M | -12.19K Decreased by -0.10% | Aug 30, 25 |
| 2 | Confluence Equity Income | 2.69M | -104.23K Decreased by -3.87% | Jun 30, 25 |
| 3 | iShares Listed Private Eq ETF USD Dist | 2.63M | 6.57K Increased by +0.25% | Aug 29, 25 |
| 4 | Fidelity Dividend Growth | 1.74M | -514.33K Decreased by -29.64% | Jul 31, 25 |
| 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 | 1.53M | 11.83K Increased by +0.77% | Jun 30, 25 |
| 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 | 1.32M | 237.65K Increased by +17.98% | Jun 30, 25 |
| 9 | FID DC L&G Diversified Fund | 1.22M | 62.96K Increased by +5.15% | Jun 30, 25 |
| 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 | Putnam BDC Income ETF | 1.15M | 21.34K Increased by +1.85% | Aug 31, 25 |
| 13 | Carnegie Listed Private Equity A | 1.00M | 0.00 Increased by 0.00% | Aug 31, 25 |
| 14 | Advisors Capital Balanced | 978.73K | 60.20K Increased by +6.15% | Mar 31, 24 |
| 15 | FlexShares® Listed Priv Eq ETF USD Acc | 935.40K | 0.00 Increased by 0.00% | Aug 29, 25 |
| 16 | CCLA COIF Charities Investment Acc | 933.05K | 0.00 Increased by 0.00% | Jun 30, 25 |
| 17 | Baillie Gifford Diversified Gr A Acc | 853.16K | -168.58K Decreased by -19.76% | Feb 29, 24 |
| 18 | Fidelity Capital Appreciation | 787.27K | 787.27K Increased by +100.00% | Jul 31, 25 |
| 19 | Fidelity® Dividend Growth | 749.00K | 296.70K Increased by +39.61% | Nov 30, 23 |
| 20 | CCLA COIF Charities Ethical Invmt Acc | 724.28K | 0.00 Increased by 0.00% | Jun 30, 25 |