| Rank | Holder | Shares | Change | Date reported |
|---|---|---|---|---|
| 1 | Morgan Stanley - Brokerage Accounts | 14.80M | 1.12M Increased by +7.58% | Mar 31, 24 |
| 2 | Van Eck Associates Corporation | 9.72M | 1.44M Increased by +14.79% | Mar 31, 24 |
| 3 | Royal Bank of Canada | 6.66M | -4.61M Decreased by -69.26% | Mar 31, 24 |
| 4 | Bank of America Corp | 6.18M | 247.42K Increased by +4.01% | Mar 31, 24 |
| 5 | FMR Inc | 5.47M | 4.47M Increased by +81.74% | Mar 31, 24 |
| 6 | Legal & General Group PLC | 5.03M | 257.20K Increased by +5.11% | Mar 31, 24 |
| 7 | Two Sigma Investments LLC | 4.33M | -253.49K Decreased by -5.86% | Dec 31, 23 |
| 8 | Confluence Investment Management LLC | 4.14M | -151.81K Decreased by -3.67% | Mar 31, 24 |
| 9 | OMERS Administration Corp. | 4.06M | 91.59K Increased by +2.25% | Mar 31, 24 |
| 10 | Ameriprise Financial Inc | 3.96M | 181.62K Increased by +4.59% | Mar 31, 24 |
| 11 | LPL Financial Corp | 3.22M | 228.86K Increased by +7.11% | Mar 31, 24 |
| 12 | Wells Fargo & Co | 3.13M | 14.03K Increased by +0.45% | Mar 31, 24 |
| 13 | Advisors Capital Management, LLC | 3.10M | 223.25K Increased by +7.20% | Mar 31, 24 |
| 14 | Two Sigma Advisers, LLC | 2.54M | -2.13M Decreased by -84.06% | Mar 31, 24 |
| 15 | Goldman Sachs Group Inc | 2.45M | 1.70M Increased by +69.37% | Dec 31, 23 |
| 16 | Stifel Financial Corp | 2.22M | 73.15K Increased by +3.29% | Mar 31, 24 |
| 17 | Ares Management LLC | 2.21M | 290.61K Increased by +13.13% | Mar 31, 24 |
| 18 | UBS Group AG | 2.21M | -833.99K Decreased by -37.74% | Mar 31, 24 |
| 19 | Advisor Group Holdings, Inc. | 2.10M | 810.27K Increased by +38.54% | Sep 30, 23 |
| 20 | Sound Income Strategies | 2.06M | 105.28K Increased by +5.11% | Mar 31, 24 |
| Rank | Holder | Shares | Change | Date reported |
|---|---|---|---|---|
| 1 | VanEck BDC Income ETF | 11.72M | 25.70K Increased by +0.22% | Jun 29, 24 |
| 2 | Fidelity Dividend Growth | 4.40M | -427.20K Decreased by -9.71% | May 31, 24 |
| 3 | Confluence Equity Income | 2.89M | -388.93K Decreased by -13.46% | Jun 30, 24 |
| 4 | Undrly L&G Pen PMC Multi Asset | 1.68M | 184.76K Increased by +10.98% | Sep 30, 23 |
| 5 | iShares Listed Private Eq ETF USD Dist | 1.52M | -6.18K Decreased by -0.41% | Jun 28, 24 |
| 6 | Capital Advisors Equity Dividend Strgy | 1.39M | 139.92K Increased by +10.06% | Jun 30, 24 |
| 7 | Dynamic Alternative Yield Series IP | 1.20M | 200.00K Increased by +16.67% | Mar 31, 24 |
| 8 | Undrly L&G Pen PMC Diversified | 1.18M | 25.88K Increased by +2.19% | Jun 30, 24 |
| 9 | Advisors Capital Balanced | 978.73K | 60.20K Increased by +6.15% | Mar 31, 24 |
| 10 | Fidelity Advisor Dividend Growth I | 897.00K | -24.30K Decreased by -2.71% | May 31, 24 |
| 11 | Baillie Gifford Diversified Gr A Acc | 853.16K | -168.58K Decreased by -19.76% | Feb 29, 24 |
| 12 | FlexShares® Listed Priv Eq ETF USD Acc | 822.09K | 0.00 Increased by 0.00% | Jun 28, 24 |
| 13 | Fidelity® Dividend Growth | 749.00K | 296.70K Increased by +39.61% | Nov 30, 23 |
| 14 | Baillie Gifford Diversified Gr B2 Acc | 658.78K | -27.25K Decreased by -4.14% | May 31, 24 |
| 15 | CCLA COIF Charities Ethical Invmt Acc | 592.57K | 0.00 Increased by 0.00% | Sep 30, 23 |
| 16 | Columbia Flexible Capital Income Inst | 575.00K | -25.00K Decreased by -4.35% | Jun 30, 24 |
| 17 | Columbia Dividend Opportunity SMA Cmp | 568.00K | 567.97K Increased by +100.00% | Mar 31, 24 |
| 18 | Franklin Templeton US High Div Eq MF | 554.60K | 139.00K Increased by +25.06% | Aug 21, 23 |
| 19 | Putnam BDC Income ETF | 517.53K | 48.82K Increased by +9.43% | Jun 30, 24 |
| 20 | Columbia Dividend Opportunity A | 516.40K | 0.00 Increased by 0.00% | Jun 30, 24 |