| Rank | Holder | Shares | Change | Date reported |
|---|---|---|---|---|
| 1 | Morgan Stanley - Brokerage Accounts | 7.22M | 639.30K Increased by +8.85% | Mar 31, 25 |
| 2 | Bank of America Corp | 6.99M | 305.24K Increased by +4.37% | Mar 31, 25 |
| 3 | Van Eck Associates Corporation | 4.66M | -903.88K Decreased by -19.40% | Mar 31, 25 |
| 4 | Nomura Asset Management Co Ltd | 4.26M | 156.68K Increased by +3.68% | Jun 30, 25 |
| 5 | CCLA Investment Management Ltd | 3.21M | 1.13M Increased by +35.12% | Mar 31, 25 |
| 6 | Blackstone Inc | 3.21M | 0.00 Increased by 0.00% | Mar 31, 25 |
| 7 | Northeast Financial Consultants, Inc | 3.14M | 781.39K Increased by +24.86% | Mar 31, 25 |
| 8 | Ensign Peak Advisors Inc | 2.63M | 0.00 Increased by 0.00% | Jun 30, 25 |
| 9 | UBS Group AG | 2.44M | 983.96K Increased by +40.36% | Mar 31, 25 |
| 10 | Generali Asset Management SPA SGR | 1.97M | 869.35K Increased by +44.08% | Mar 31, 25 |
| 11 | Royal Bank of Canada | 1.64M | 106.92K Increased by +6.52% | Mar 31, 25 |
| 12 | Creative Planning Inc | 1.63M | -11.10K Decreased by -0.68% | Mar 31, 25 |
| 13 | Wells Fargo & Co | 1.48M | 90.35K Increased by +6.08% | Mar 31, 25 |
| 14 | State of Wisconsin - Board of Commissioners of Public Lands | 1.30M | 0.00 Increased by 0.00% | Sep 30, 23 |
| 15 | Sound Income Strategies | 1.28M | 108.50K Increased by +8.47% | Jun 30, 25 |
| 16 | HighTower Advisors, LLC | 1.14M | -65.23K Decreased by -5.74% | Mar 31, 25 |
| 17 | JPMorgan Chase & Co | 1.06M | 6.55K Increased by +0.62% | Mar 31, 25 |
| 18 | Millennium Management LLC | 896.68K | 24.73K Increased by +2.76% | Dec 31, 23 |
| 19 | LPL Financial Corp | 873.62K | 294.42K Increased by +33.70% | Mar 31, 25 |
| 20 | Omers Administration Corp | 863.02K | 12.75K Increased by +1.48% | Sep 30, 24 |
| Rank | Holder | Shares | Change | Date reported |
|---|---|---|---|---|
| 1 | VanEck BDC Income ETF | 4.71M | -10.39K Decreased by -0.22% | Jul 31, 25 |
| 2 | iShares Listed Private Eq ETF USD Dist | 1.10M | 0.00 Increased by 0.00% | Jul 31, 25 |
| 3 | CCLA COIF Charities Investment Acc | 863.88K | -328.99K Decreased by -38.08% | Jun 30, 25 |
| 4 | Putnam BDC Income ETF | 706.80K | 5.36K Increased by +0.76% | Jun 30, 25 |
| 5 | CCLA COIF Charities Ethical Invmt Acc | 633.27K | -300.13K Decreased by -47.39% | Jun 30, 25 |
| 6 | CCLA CBF CoE Investment Acc | 478.72K | -269.33K Decreased by -56.26% | Jun 30, 25 |
| 7 | Baillie Gifford Diversified Gr B2 Acc | 377.94K | -30.88K Decreased by -8.17% | Mar 31, 25 |
| 8 | AB Relative Value A | 371.38K | 5.85K Increased by +1.58% | Jun 30, 25 |
| 9 | AllianceBernstein US Relative Val Eq(CF) | 371.38K | -18.67K Decreased by -5.03% | Jun 30, 25 |
| 10 | Macquarie Income Opportunities | 344.31K | 121.00 Increased by +0.04% | Mar 31, 25 |
| 11 | Dynamic Alternative Yield Series IP | 300.00K | -200.00K Decreased by -66.67% | Apr 30, 25 |
| 12 | Columbia Flexible Capital Income Inst | 295.00K | 20.00K Increased by +6.78% | Jun 30, 25 |
| 13 | Columbus Macro Alternative High-Yield | 271.90K | 115.68K Increased by +42.54% | Jun 30, 25 |
| 14 | Tri-Continental Corporation | 235.00K | 20.00K Increased by +8.51% | Jun 30, 25 |
| 15 | Advisors Capital Income w/Growth | 228.32K | 16.50K Increased by +7.23% | Mar 31, 24 |
| 16 | AB VPS Relative Value A | 216.00K | 9.58K Increased by +4.44% | Jun 30, 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% | Jul 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 |