| Rank | Holder | Shares | Change | Date reported |
|---|---|---|---|---|
| 1 | Bank of America Corp | 7.82M | 832.18K Increased by +10.64% | Jun 30, 25 |
| 2 | Morgan Stanley - Brokerage Accounts | 7.81M | 586.67K Increased by +7.51% | Jun 30, 25 |
| 3 | Van Eck Associates Corporation | 4.82M | 161.98K Increased by +3.36% | Jun 30, 25 |
| 4 | Nomura Asset Management Co Ltd | 4.26M | 156.68K Increased by +3.68% | Jun 30, 25 |
| 5 | UBS Group AG | 3.76M | 1.33M Increased by +35.22% | Jun 30, 25 |
| 6 | Northeast Financial Consultants, Inc | 3.36M | 216.84K Increased by +6.45% | Jun 30, 25 |
| 7 | Blackstone Inc | 3.21M | 0.00 Increased by 0.00% | Jun 30, 25 |
| 8 | Ensign Peak Advisors Inc | 2.63M | 0.00 Increased by 0.00% | Jun 30, 25 |
| 9 | CCLA Investment Management Ltd | 2.26M | -953.75K Decreased by -42.19% | Jun 30, 25 |
| 10 | Generali Asset Management SPA SGR | 2.01M | 39.30K Increased by +1.95% | Jun 30, 25 |
| 11 | Wells Fargo & Co | 1.61M | 124.90K Increased by +7.76% | Jun 30, 25 |
| 12 | Creative Planning Inc | 1.51M | -115.88K Decreased by -7.68% | Jun 30, 25 |
| 13 | Royal Bank of Canada | 1.44M | -199.95K Decreased by -13.88% | Jun 30, 25 |
| 14 | JPMorgan Chase & Co | 1.36M | 297.52K Increased by +21.87% | Jun 30, 25 |
| 15 | State of Wisconsin - Board of Commissioners of Public Lands | 1.30M | 0.00 Increased by 0.00% | Sep 30, 23 |
| 16 | Sound Income Strategies | 1.28M | 108.50K Increased by +8.47% | Jun 30, 25 |
| 17 | 1832 Asset Management L.P | 1.17M | 600.15K Increased by +51.46% | Jun 30, 25 |
| 18 | HighTower Advisors, LLC | 1.14M | 8.48K Increased by +0.74% | Jun 30, 25 |
| 19 | BlackRock Inc | 1.09M | 259.16K Increased by +23.84% | Jun 30, 25 |
| 20 | LPL Financial Corp | 1.05M | 177.60K Increased by +16.89% | Jun 30, 25 |
| Rank | Holder | Shares | Change | Date reported |
|---|---|---|---|---|
| 1 | VanEck BDC Income ETF | 4.70M | -4.46K Decreased by -0.10% | Aug 30, 25 |
| 2 | Dynamic Alternative Yield Series IP | 1.10M | 800.00K Increased by +72.73% | May 31, 25 |
| 3 | iShares Listed Private Eq ETF USD Dist | 1.09M | 0.00 Increased by 0.00% | Aug 31, 25 |
| 4 | CCLA COIF Charities Investment Acc | 863.88K | -328.99K Decreased by -38.08% | Jun 30, 25 |
| 5 | Putnam BDC Income ETF | 720.38K | 0.00 Increased by 0.00% | Aug 31, 25 |
| 6 | CCLA COIF Charities Ethical Invmt Acc | 633.27K | -300.13K Decreased by -47.39% | Jun 30, 25 |
| 7 | CCLA CBF CoE Investment Acc | 478.72K | -269.33K Decreased by -56.26% | Jun 30, 25 |
| 8 | Baillie Gifford Diversified Gr B2 Acc | 377.94K | -30.88K Decreased by -8.17% | Mar 31, 25 |
| 9 | AB Relative Value A | 371.38K | 0.00 Increased by 0.00% | Jul 31, 25 |
| 10 | AllianceBernstein US Relative Val Eq(CF) | 371.38K | -18.67K Decreased by -5.03% | Jun 30, 25 |
| 11 | Macquarie Income Opportunities | 344.31K | 121.00 Increased by +0.04% | Mar 31, 25 |
| 12 | Columbia Flexible Capital Income Inst | 295.00K | 0.00 Increased by 0.00% | Jul 31, 25 |
| 13 | Columbus Macro Alternative High-Yield | 271.90K | 115.68K Increased by +42.54% | Jun 30, 25 |
| 14 | Tri-Continental Corporation | 235.00K | 0.00 Increased by 0.00% | Jul 31, 25 |
| 15 | Advisors Capital Income w/Growth | 228.32K | 16.50K Increased by +7.23% | Mar 31, 24 |
| 16 | AB VPS Relative Value A | 223.76K | 7.76K Increased by +3.47% | Jul 31, 25 |
| 17 | Loomis Sayles Core | 205.00K | -240.00K Decreased by -117.07% | Jun 30, 24 |
| 18 | ONE1797 - Listed Participations C Cap | 190.00K | 0.00 Increased by 0.00% | Aug 31, 25 |
| 19 | Nikko Active BDC Mother | 162.03K | -25.42K Decreased by -15.69% | May 20, 24 |
| 20 | Advisors Capital Model Inc w/ Gro | 154.29K | 13.28K Increased by +8.60% | Mar 31, 24 |