| Rank | Holder | Shares | Change | Date reported |
|---|---|---|---|---|
| 1 | Commonwealth Equity Services Inc | 4.37M | 91.19K Increased by +2.09% | Dec 31, 24 |
| 2 | Oak Hill Advisors LP | 4.21M | -3.39M Decreased by -80.64% | Sep 30, 23 |
| 3 | LPL Financial Corp | 3.68M | 98.65K Increased by +2.68% | Mar 31, 25 |
| 4 | Morgan Stanley - Brokerage Accounts | 3.64M | -75.56K Decreased by -2.08% | Mar 31, 25 |
| 5 | International Assets Investment Management, LLC | 3.17M | 3.01M Increased by +95.16% | Sep 30, 24 |
| 6 | Van Eck Associates Corporation | 3.01M | -3.41M Decreased by -113.32% | Mar 31, 25 |
| 7 | UBS Group AG | 2.22M | 1.24M Increased by +55.88% | Dec 31, 24 |
| 8 | Legal & General Group PLC | 2.08M | -17.50K Decreased by -0.84% | Mar 31, 25 |
| 9 | Generali Asset Management SPA SGR | 2.04M | 1.23M Increased by +60.32% | Mar 31, 25 |
| 10 | CAMBRIDGE Invest RESEARCH ADVISORS, INC. | 1.93M | -13.10K Decreased by -0.68% | Mar 31, 25 |
| 11 | CURA WEALTH ADVISORS, LLC | 1.78M | 19.37K Increased by +1.09% | Mar 31, 25 |
| 12 | LSV Asset Management | 1.78M | -110.67K Decreased by -6.21% | Mar 31, 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 | Wells Fargo & Co | 1.43M | -26.00 Decreased by -0.00% | Dec 31, 24 |
| 16 | TRANSCEND WEALTH COLLECTIVE, LLC | 1.41M | 31.04K Increased by +2.21% | Mar 31, 25 |
| 17 | Ameriprise Financial Inc | 1.38M | -38.01K Decreased by -2.75% | Mar 31, 25 |
| 18 | Ares Management LLC | 1.31M | -290.85K Decreased by -22.15% | Mar 31, 25 |
| 19 | Shufro Rose & CO LLC | 1.25M | -36.62K Decreased by -2.93% | Dec 31, 24 |
| 20 | BlackRock Inc | 1.24M | 43.88K Increased by +3.54% | Mar 31, 25 |
| Rank | Holder | Shares | Change | Date reported |
|---|---|---|---|---|
| 1 | VanEck BDC Income ETF | 2.67M | 0.00 Increased by 0.00% | May 31, 25 |
| 2 | iShares Listed Private Eq ETF USD Dist | 1.59M | 0.00 Increased by 0.00% | May 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 | Invesco KBW High Dividend Yld Fincl ETF | 548.47K | 0.00 Increased by 0.00% | May 30, 25 |
| 6 | Undrly L&G Pen PMC Diversified | 523.59K | 2.28K Increased by +0.44% | Sep 30, 24 |
| 7 | FID DC L&G Diversified Fund | 474.27K | -5.87K Decreased by -1.24% | Apr 30, 25 |
| 8 | Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ | 469.65K | 33.23K Increased by +7.08% | Mar 31, 25 |
| 9 | Putnam BDC Income ETF | 465.88K | 14.57K Increased by +3.13% | Apr 30, 25 |
| 10 | Loomis Sayles Core | 395.00K | 395.00K Increased by +100.00% | Mar 31, 25 |
| 11 | High Income Securities | 339.58K | -34.64K Decreased by -10.20% | May 31, 24 |
| 12 | Loomis Sayles Core Fixed Income Trust B | 305.00K | 0.00 Increased by 0.00% | Mar 31, 25 |
| 13 | Loomis Sayles Mgd Acct Core Plus FI | 305.00K | 0.00 Increased by 0.00% | Mar 31, 25 |
| 14 | Nikko High Income BDC Mother Fund | 293.37K | 48.58K Increased by +16.56% | Nov 20, 24 |
| 15 | Partners Group Listed Priv Eq EUR I Acc | 267.81K | 0.00 Increased by 0.00% | Feb 28, 25 |
| 16 | Nikko Active BDC Mother | 237.29K | -9.52K Decreased by -4.01% | May 20, 24 |
| 17 | VanEck Global Listed Priv Crdt AUD H ETF | 222.49K | 4.22K Increased by +1.90% | Mar 31, 25 |
| 18 | Accelerate Diversified Credit Income ETF | 198.58K | -12.34K Decreased by -6.21% | Apr 30, 25 |
| 19 | Accelerate Divers Crdt Inc ETF | 198.32K | -260.00 Decreased by -0.13% | May 31, 25 |
| 20 | JNL Multi-Manager Small Cap Value I | 187.73K | 0.00 Increased by 0.00% | Jun 30, 24 |