| Rank | Holder | Shares | Change | Date reported |
|---|---|---|---|---|
| 1 | Commonwealth Equity Services Inc | 4.31M | 28.62K Increased by +0.66% | Jun 30, 25 |
| 2 | Oak Hill Advisors LP | 4.21M | -3.39M Decreased by -80.64% | Sep 30, 23 |
| 3 | LPL Financial Corp | 3.84M | 162.70K Increased by +4.23% | Jun 30, 25 |
| 4 | Morgan Stanley - Brokerage Accounts | 3.58M | -54.95K Decreased by -1.53% | Jun 30, 25 |
| 5 | Van Eck Associates Corporation | 3.24M | 226.58K Increased by +7.00% | Jun 30, 25 |
| 6 | International Assets Investment Management, LLC | 3.17M | 3.01M Increased by +95.16% | Sep 30, 24 |
| 7 | UBS Group AG | 2.94M | 748.79K Increased by +25.43% | Jun 30, 25 |
| 8 | Generali Asset Management SPA SGR | 2.49M | 442.37K Increased by +17.80% | Jun 30, 25 |
| 9 | Legal & General Group PLC | 2.15M | 66.94K Increased by +3.12% | Jun 30, 25 |
| 10 | CAMBRIDGE Invest RESEARCH ADVISORS, INC. | 2.08M | 146.54K Increased by +7.05% | Jun 30, 25 |
| 11 | CURA WEALTH ADVISORS, LLC | 1.79M | 7.51K Increased by +0.42% | Jun 30, 25 |
| 12 | LSV Asset Management | 1.74M | -44.74K Decreased by -2.58% | Jun 30, 25 |
| 13 | Arete Wealth Advisors, LLC | 1.73M | 289.69K Increased by +16.74% | Jun 30, 24 |
| 14 | River Road Asset Management, LLC | 1.68M | -16.85K Decreased by -1.00% | Jun 30, 24 |
| 15 | BlackRock Inc | 1.65M | 416.44K Increased by +25.17% | Jun 30, 25 |
| 16 | CCLA Investment Management Ltd | 1.61M | 1.61M Increased by +100.00% | Jun 30, 25 |
| 17 | TRANSCEND WEALTH COLLECTIVE, LLC | 1.32M | -88.94K Decreased by -6.75% | Jun 30, 25 |
| 18 | Ameriprise Financial Inc | 1.29M | -91.96K Decreased by -7.13% | Jun 30, 25 |
| 19 | Ares Management LLC | 1.29M | -27.34K Decreased by -2.13% | Jun 30, 25 |
| 20 | Shufro Rose & CO LLC | 1.25M | -36.62K Decreased by -2.93% | Dec 31, 24 |
| Rank | Holder | Shares | Change | Date reported |
|---|---|---|---|---|
| 1 | VanEck BDC Income ETF | 2.74M | -2.60K Decreased by -0.10% | Aug 30, 25 |
| 2 | iShares Listed Private Eq ETF USD Dist | 1.60M | 0.00 Increased by 0.00% | Aug 31, 25 |
| 3 | Undrly L&G Pen PMC Multi Asset | 869.00K | 431.15K Increased by +49.61% | Sep 30, 23 |
| 4 | Dynamic Alternative Yield Series IP | 800.00K | 0.00 Increased by 0.00% | Jul 31, 24 |
| 5 | Loomis Sayles Core Fixed Income Trust B | 700.00K | 395.00K Increased by +56.43% | Jun 30, 25 |
| 6 | CCLA COIF Charities Investment Acc | 697.29K | 697.29K Increased by +100.00% | Jun 30, 25 |
| 7 | Putnam BDC Income ETF | 612.98K | 26.60K Increased by +4.34% | Aug 31, 25 |
| 8 | Invesco KBW High Dividend Yld Fincl ETF | 558.58K | 0.00 Increased by 0.00% | Aug 29, 25 |
| 9 | Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ | 543.22K | 73.57K Increased by +13.54% | Jun 30, 25 |
| 10 | Undrly L&G Pen PMC Diversified | 523.59K | 2.28K Increased by +0.44% | Sep 30, 24 |
| 11 | FID DC L&G Diversified Fund | 502.19K | 27.92K Increased by +5.56% | Jun 30, 25 |
| 12 | CCLA COIF Charities Ethical Invmt Acc | 423.54K | 423.54K Increased by +100.00% | Jun 30, 25 |
| 13 | Loomis Sayles Core | 395.00K | 0.00 Increased by 0.00% | Jun 30, 25 |
| 14 | CCLA CBF CoE Investment Acc | 386.58K | 386.58K Increased by +100.00% | Jun 30, 25 |
| 15 | High Income Securities | 339.58K | -34.64K Decreased by -10.20% | May 31, 24 |
| 16 | Loomis Sayles Mgd Acct Core Plus FI | 305.00K | 0.00 Increased by 0.00% | Jun 30, 25 |
| 17 | Nikko High Income BDC Mother Fund | 293.37K | 48.58K Increased by +16.56% | Nov 20, 24 |
| 18 | Partners Group Listed Priv Eq EUR I Acc | 267.81K | 0.00 Increased by 0.00% | Feb 28, 25 |
| 19 | Nikko Active BDC Mother | 237.29K | -9.52K Decreased by -4.01% | May 20, 24 |
| 20 | Accelerate Divers Crdt Inc ETF | 226.37K | -78.50K Decreased by -34.68% | Aug 31, 25 |