| Rank | Holder | Shares | Change | Date reported |
|---|---|---|---|---|
| 1 | Bank of America Corp | 6.11M | 419.18K Increased by +6.86% | Dec 31, 25 |
| 2 | CI Private Wealth LLC | 6.00M | 2.76M Increased by +46.09% | Dec 31, 25 |
| 3 | Morgan Stanley - Brokerage Accounts | 5.93M | -1.25M Decreased by -21.06% | Dec 31, 25 |
| 4 | Van Eck Associates Corporation | 5.15M | 2.72M Increased by +52.85% | Dec 31, 25 |
| 5 | Nomura Asset Management Co Ltd | 3.81M | -96.38K Decreased by -2.53% | Dec 31, 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% | Dec 31, 25 |
| 8 | UBS Group AG | 2.23M | -1.54M Decreased by -69.02% | Sep 30, 25 |
| 9 | Ensign Peak Advisors Inc | 2.22M | 200.00K Increased by +9.02% | Dec 31, 25 |
| 10 | Generali Asset Management SPA SGR | 2.04M | 0.00 Increased by 0.00% | Dec 31, 25 |
| 11 | Omers Administration Corp | 1.89M | 602.42K Increased by +31.87% | Dec 31, 25 |
| 12 | Sound Income Strategies | 1.58M | 210.92K Increased by +13.38% | Dec 31, 25 |
| 13 | Wells Fargo & Co | 1.51M | -183.13K Decreased by -12.13% | Dec 31, 25 |
| 14 | Creative Planning Inc | 1.42M | -10.83K Decreased by -0.76% | Dec 31, 25 |
| 15 | Royal Bank of Canada | 1.40M | -60.25K Decreased by -4.30% | Dec 31, 25 |
| 16 | JPMorgan Chase & Co | 1.34M | -1.37M Decreased by -102.57% | Dec 31, 25 |
| 17 | State of Wisconsin - Board of Commissioners of Public Lands | 1.30M | 0.00 Increased by 0.00% | Sep 30, 23 |
| 18 | CCLA Investment Management Ltd | 1.29M | -973.68K Decreased by -75.62% | Dec 31, 25 |
| 19 | Muzinich & Co Inc | 1.19M | 18.43K Increased by +1.55% | Mar 31, 26 |
| 20 | 1832 Asset Management L.P | 1.17M | 600.15K Increased by +51.46% | Jun 30, 25 |
| Rank | Holder | Shares | Change | Date reported |
|---|---|---|---|---|
| 1 | VanEck BDC Income ETF | 1.90M | 5.39K Increased by +0.28% | Apr 30, 26 |
| 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 | 764.44K | 0.00 Increased by 0.00% | Apr 30, 26 |
| 4 | Hudson Edge Core Plus Fixed Income | 665.00K | 665.00K Increased by +100.00% | Dec 31, 25 |
| 5 | Fidelity Capital Appreciation | 547.45K | -176.80K Decreased by -32.30% | Mar 31, 26 |
| 6 | Putnam BDC Income ETF | 512.08K | 0.00 Increased by 0.00% | Apr 30, 26 |
| 7 | CCLA COIF Charities Investment Acc | 486.63K | -377.25K Decreased by -77.52% | Dec 31, 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 | Advisors Capital Income w/Growth | 304.54K | -21.82K Decreased by -7.17% | Dec 31, 25 |
| 13 | CCLA COIF Charities Ethical Invmt Acc | 294.84K | -338.43K Decreased by -114.78% | Dec 31, 25 |
| 14 | SAM All-Weather | 290.90K | 60.38K Increased by +20.76% | Mar 31, 26 |
| 15 | CCLA CBF CoE Investment Acc | 277.48K | -201.24K Decreased by -72.53% | Dec 31, 25 |
| 16 | Columbia Flexible Capital Income Inst | 275.00K | 0.00 Increased by 0.00% | Apr 30, 26 |
| 17 | Columbus Macro Alternative High-Yield | 244.30K | 8.90K Increased by +3.65% | Mar 31, 26 |
| 18 | Dunas Valor Flexible I FI | 226.97K | 109.54K Increased by +48.26% | Sep 30, 25 |
| 19 | Tri-Continental Corporation | 225.00K | 0.00 Increased by 0.00% | Mar 31, 26 |
| 20 | AB VPS Relative Value A | 223.76K | 7.76K Increased by +3.47% | Jul 31, 25 |