| Rank | Holder | Shares | Change | Date reported |
|---|---|---|---|---|
| 1 | Morgan Stanley - Brokerage Accounts | 13.83M | -18.19M Decreased by -131.54% | Sep 30, 24 |
| 2 | Van Eck Associates Corporation | 12.66M | 975.04K Increased by +7.70% | Sep 30, 24 |
| 3 | Bank of America Corp | 7.08M | 425.88K Increased by +6.01% | Sep 30, 24 |
| 4 | Legal & General Group PLC | 4.90M | -445.92K Decreased by -9.11% | Sep 30, 24 |
| 5 | Ameriprise Financial Inc | 4.35M | 239.38K Increased by +5.50% | Sep 30, 24 |
| 6 | Royal Bank of Canada | 4.34M | -1.22M Decreased by -28.19% | Sep 30, 24 |
| 7 | OMERS Administration Corp. | 4.06M | 91.59K Increased by +2.25% | Mar 31, 24 |
| 8 | Confluence Investment Management LLC | 3.84M | 64.00K Increased by +1.67% | Sep 30, 24 |
| 9 | FMR Inc | 3.67M | -1.62M Decreased by -44.14% | Sep 30, 24 |
| 10 | International Assets Investment Management, LLC | 3.61M | 3.45M Increased by +95.46% | Sep 30, 24 |
| 11 | LPL Financial Corp | 3.60M | 110.59K Increased by +3.07% | Sep 30, 24 |
| 12 | Advisors Capital Management, LLC | 3.42M | 161.05K Increased by +4.71% | Sep 30, 24 |
| 13 | JPMorgan Chase & Co | 3.39M | 104.71K Increased by +3.09% | Sep 30, 24 |
| 14 | Wells Fargo & Co | 3.35M | 39.51K Increased by +1.18% | Sep 30, 24 |
| 15 | Amvescap Plc. | 2.83M | 2.43M Increased by +86.03% | Sep 30, 24 |
| 16 | Goldman Sachs Group Inc | 2.26M | 348.56K Increased by +15.42% | Sep 30, 24 |
| 17 | Sound Income Strategies | 2.22M | 79.07K Increased by +3.57% | Sep 30, 24 |
| 18 | Stifel Financial Corp | 2.19M | 47.04K Increased by +2.15% | Sep 30, 24 |
| 19 | UBS Group AG | 2.18M | -106.91K Decreased by -4.90% | Sep 30, 24 |
| 20 | Ares Management LLC | 2.15M | 90.29K Increased by +4.19% | Sep 30, 24 |
| Rank | Holder | Shares | Change | Date reported |
|---|---|---|---|---|
| 1 | VanEck BDC Income ETF | 14.32M | 0.00 Increased by 0.00% | Dec 31, 24 |
| 2 | Fidelity Dividend Growth | 3.19M | 819.40K Increased by +25.68% | Nov 30, 24 |
| 3 | Confluence Equity Income | 2.44M | -315.41K Decreased by -12.91% | Dec 31, 24 |
| 4 | iShares Listed Private Eq ETF USD Dist | 2.02M | 0.00 Increased by 0.00% | Dec 31, 24 |
| 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 | 1.47M | 38.78K Increased by +2.63% | Dec 31, 24 |
| 7 | Undrly L&G Pen PMC Diversified | 1.19M | 35.99K Increased by +3.03% | Nov 30, 24 |
| 8 | Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ | 981.34K | 981.34K Increased by +100.00% | Sep 30, 24 |
| 9 | Advisors Capital Balanced | 978.73K | 60.20K Increased by +6.15% | Mar 31, 24 |
| 10 | FlexShares® Listed Priv Eq ETF USD Acc | 895.34K | 0.00 Increased by 0.00% | Dec 31, 24 |
| 11 | Baillie Gifford Diversified Gr A Acc | 853.16K | -168.58K Decreased by -19.76% | Feb 29, 24 |
| 12 | Dynamic Alternative Yield Series IP | 800.00K | -400.00K Decreased by -50.00% | Sep 30, 24 |
| 13 | Putnam BDC Income ETF | 772.08K | 94.43K Increased by +12.23% | Dec 31, 24 |
| 14 | Fidelity® Dividend Growth | 749.00K | 296.70K Increased by +39.61% | Nov 30, 23 |
| 15 | Fidelity Advisor Dividend Growth I | 715.53K | 170.80K Increased by +23.87% | Nov 30, 24 |
| 16 | Carnegie Listed Private Equity A | 604.46K | 0.00 Increased by 0.00% | Dec 31, 24 |
| 17 | Columbia Flexible Capital Income Inst | 575.00K | 0.00 Increased by 0.00% | Dec 31, 24 |
| 18 | Franklin Templeton US High Div Eq MF | 554.60K | 0.00 Increased by 0.00% | Aug 20, 24 |
| 19 | Nomura World High Dividend Eq Fd MF | 516.52K | -16.40K Decreased by -3.18% | Oct 10, 24 |
| 20 | Columbia Dividend Opportunity A | 516.40K | 0.00 Increased by 0.00% | Nov 30, 24 |