| Rank | Holder | Shares | Change | Date reported |
|---|---|---|---|---|
| 1 | Morgan Stanley - Brokerage Accounts | 32.02M | 2.42M Increased by +7.54% | Jun 30, 24 |
| 2 | Van Eck Associates Corporation | 11.68M | 1.96M Increased by +16.79% | Jun 30, 24 |
| 3 | Bank of America Corp | 6.65M | 477.55K Increased by +7.18% | Jun 30, 24 |
| 4 | Royal Bank of Canada | 5.56M | -1.10M Decreased by -19.71% | Jun 30, 24 |
| 5 | Legal & General Group PLC | 5.34M | 313.16K Increased by +5.86% | Jun 30, 24 |
| 6 | Ameriprise Financial Inc | 4.11M | 156.83K Increased by +3.81% | Jun 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 | 3.49M | 273.02K Increased by +7.82% | Jun 30, 24 |
| 12 | Advisors Capital Management, LLC | 3.42M | 161.05K Increased by +4.71% | Sep 30, 24 |
| 13 | Wells Fargo & Co | 3.31M | 178.36K Increased by +5.39% | Jun 30, 24 |
| 14 | JPMorgan Chase & Co | 3.28M | 1.44M Increased by +43.98% | Jun 30, 24 |
| 15 | Goldman Sachs Group Inc | 2.45M | 1.70M Increased by +69.37% | Dec 31, 23 |
| 16 | UBS Group AG | 2.29M | 78.62K Increased by +3.44% | Jun 30, 24 |
| 17 | Sound Income Strategies | 2.22M | 79.07K Increased by +3.57% | Sep 30, 24 |
| 18 | Stifel Financial Corp | 2.14M | -82.82K Decreased by -3.87% | Jun 30, 24 |
| 19 | Two Sigma Advisers, LLC | 2.13M | -412.00K Decreased by -19.36% | Jun 30, 24 |
| 20 | Advisor Group Holdings, Inc. | 2.10M | 810.27K Increased by +38.54% | Sep 30, 23 |
| Rank | Holder | Shares | Change | Date reported |
|---|---|---|---|---|
| 1 | VanEck BDC Income ETF | 12.43M | 0.00 Increased by 0.00% | Oct 31, 24 |
| 2 | Fidelity Dividend Growth | 3.04M | -226.40K Decreased by -7.45% | Sep 30, 24 |
| 3 | Confluence Equity Income | 2.76M | -129.97K Decreased by -4.71% | Sep 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 | 1.63M | 0.00 Increased by 0.00% | Oct 31, 24 |
| 6 | Capital Advisors Equity Dividend Strgy | 1.44M | 45.52K Increased by +3.17% | Sep 30, 24 |
| 7 | Dynamic Alternative Yield Series IP | 1.20M | 0.00 Increased by 0.00% | Jul 31, 24 |
| 8 | Undrly L&G Pen PMC Diversified | 1.15M | -170.00 Decreased by -0.01% | Sep 30, 24 |
| 9 | Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ | 981.34K | 981.34K Increased by +100.00% | Sep 30, 24 |
| 10 | Advisors Capital Balanced | 978.73K | 60.20K Increased by +6.15% | Mar 31, 24 |
| 11 | FlexShares® Listed Priv Eq ETF USD Acc | 923.36K | 0.00 Increased by 0.00% | Oct 31, 24 |
| 12 | Baillie Gifford Diversified Gr A Acc | 853.16K | -168.58K Decreased by -19.76% | Feb 29, 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 | Fidelity Advisor Dividend Growth I | 633.60K | -31.00K Decreased by -4.89% | Sep 30, 24 |
| 16 | Putnam BDC Income ETF | 627.51K | 42.79K Increased by +6.82% | Sep 30, 24 |
| 17 | Carnegie Listed Private Equity A | 604.46K | 11.53K Increased by +1.91% | Oct 31, 24 |
| 18 | Columbia Flexible Capital Income Inst | 585.00K | -15.00K Decreased by -2.56% | Oct 31, 24 |
| 19 | Franklin Templeton US High Div Eq MF | 554.60K | 139.00K Increased by +25.06% | Aug 21, 23 |
| 20 | Columbia Dividend Opportunity A | 516.40K | 0.00 Increased by 0.00% | Oct 31, 24 |