| Rank | Holder | Shares | Change | Date reported |
|---|---|---|---|---|
| 1 | Morgan Stanley - Brokerage Accounts | 14.84M | 1.01M Increased by +6.79% | Dec 31, 24 |
| 2 | Van Eck Associates Corporation | 14.15M | 1.49M Increased by +10.53% | Dec 31, 24 |
| 3 | Bank of America Corp | 7.95M | 871.37K Increased by +10.96% | Dec 31, 24 |
| 4 | Legal & General Group PLC | 4.65M | -244.63K Decreased by -5.26% | Dec 31, 24 |
| 5 | JPMorgan Chase & Co | 4.27M | -2.51M Decreased by -58.70% | Dec 31, 24 |
| 6 | Royal Bank of Canada | 4.09M | -248.04K Decreased by -6.06% | Dec 31, 24 |
| 7 | OMERS Administration Corp. | 4.06M | 91.59K Increased by +2.25% | Mar 31, 24 |
| 8 | FMR Inc | 4.01M | 330.56K Increased by +8.25% | Dec 31, 24 |
| 9 | Generali Asset Management SPA SGR | 3.86M | 3.86M Increased by +100.00% | Dec 31, 24 |
| 10 | Confluence Investment Management LLC | 3.81M | -23.35K Decreased by -0.61% | Dec 31, 24 |
| 11 | Ameriprise Financial Inc | 3.72M | -629.50K Decreased by -16.90% | Dec 31, 24 |
| 12 | International Assets Investment Management, LLC | 3.61M | 3.45M Increased by +95.46% | Sep 30, 24 |
| 13 | Wells Fargo & Co | 3.57M | 214.28K Increased by +6.01% | Dec 31, 24 |
| 14 | Advisors Capital Management, LLC | 3.52M | 105.53K Increased by +2.99% | Dec 31, 24 |
| 15 | LPL Financial Corp | 3.27M | -328.47K Decreased by -10.03% | Dec 31, 24 |
| 16 | UBS Group AG | 2.85M | 670.06K Increased by +23.50% | Dec 31, 24 |
| 17 | Amvescap Plc. | 2.83M | 2.43M Increased by +86.03% | Sep 30, 24 |
| 18 | Allen Investment Management LLC | 2.74M | 652.55K Increased by +23.78% | Dec 31, 24 |
| 19 | Two Sigma Investments LLC | 2.68M | 1.20M Increased by +44.75% | Dec 31, 24 |
| 20 | Goldman Sachs Group Inc | 2.48M | 216.17K Increased by +8.73% | Dec 31, 24 |
| Rank | Holder | Shares | Change | Date reported |
|---|---|---|---|---|
| 1 | VanEck BDC Income ETF | 13.26M | 0.00 Increased by 0.00% | Feb 28, 25 |
| 2 | Fidelity Dividend Growth | 2.69M | -576.90K Decreased by -21.48% | Jan 31, 25 |
| 3 | Confluence Equity Income | 2.44M | -315.41K Decreased by -12.91% | Dec 31, 24 |
| 4 | iShares Listed Private Eq ETF USD Dist | 2.20M | 0.00 Increased by 0.00% | Feb 28, 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 | 1.47M | 38.78K Increased by +2.63% | Dec 31, 24 |
| 7 | Undrly L&G Diversified Life | 1.19M | 6.44K Increased by +0.54% | Dec 31, 24 |
| 8 | Undrly L&G Pen PMC Diversified | 1.19M | 35.99K Increased by +3.03% | Nov 30, 24 |
| 9 | FID DC L&G Diversified Fund | 1.09M | -61.25K Decreased by -5.59% | Feb 28, 25 |
| 10 | Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ | 981.33K | -7.00 Decreased by -0.00% | Dec 31, 24 |
| 11 | Advisors Capital Balanced | 978.73K | 60.20K Increased by +6.15% | Mar 31, 24 |
| 12 | FlexShares® Listed Priv Eq ETF USD Acc | 948.87K | 0.00 Increased by 0.00% | Feb 28, 25 |
| 13 | Baillie Gifford Diversified Gr A Acc | 853.16K | -168.58K Decreased by -19.76% | Feb 29, 24 |
| 14 | Putnam BDC Income ETF | 778.80K | -41.73K Decreased by -5.36% | Feb 28, 25 |
| 15 | Carnegie Listed Private Equity A | 764.46K | 60.00K Increased by +7.85% | Feb 28, 25 |
| 16 | Fidelity® Dividend Growth | 749.00K | 296.70K Increased by +39.61% | Nov 30, 23 |
| 17 | CCLA COIF Charities Investment Acc | 695.41K | 238.11K Increased by +34.24% | Dec 31, 24 |
| 18 | Fidelity Advisor Dividend Growth I | 629.43K | -111.60K Decreased by -17.73% | Jan 31, 25 |
| 19 | CCLA COIF Charities Ethical Invmt Acc | 590.76K | 143.63K Increased by +24.31% | Dec 31, 24 |
| 20 | CCLA CBF CoE Investment Acc | 587.86K | 133.79K Increased by +22.76% | Dec 31, 24 |