| Rank | Holder | Shares | Change | Date reported |
|---|---|---|---|---|
| 1 | STRS OHIO | 14.53M | 456.90K Increased by +3.14% | Sep 30, 24 |
| 2 | CI Private Wealth LLC | 4.86M | -534.49K Decreased by -11.00% | Dec 31, 24 |
| 3 | Van Eck Associates Corporation | 4.52M | 533.89K Increased by +11.81% | Dec 31, 24 |
| 4 | Allen Investment Management LLC | 3.69M | 1.01M Increased by +27.43% | Dec 31, 24 |
| 5 | Sound Income Strategies | 3.06M | 172.52K Increased by +5.65% | Dec 31, 24 |
| 6 | Lindbrook Capital, LLC | 3.04M | -421.80K Decreased by -13.87% | Dec 31, 24 |
| 7 | Rockefeller Capital Management L.P. | 2.85M | -219.77K Decreased by -7.70% | Dec 31, 24 |
| 8 | Ares Management LLC | 2.84M | 0.00 Increased by 0.00% | Dec 31, 24 |
| 9 | OMERS Administration Corp. | 2.65M | -601.10K Decreased by -22.66% | Jun 30, 24 |
| 10 | Northeast Financial Consultants, Inc | 2.57M | -80.50K Decreased by -3.13% | Dec 31, 24 |
| 11 | Sage Mountain Advisors LLC | 2.51M | 701.59K Increased by +27.96% | Dec 31, 24 |
| 12 | Morgan Stanley - Brokerage Accounts | 2.40M | 265.20K Increased by +11.03% | Dec 31, 24 |
| 13 | JPMorgan Chase & Co | 2.39M | -2.29M Decreased by -95.85% | Dec 31, 24 |
| 14 | Omers Administration Corp | 2.24M | -982.75K Decreased by -43.96% | Dec 31, 24 |
| 15 | Bank of America Corp | 2.21M | 968.52K Increased by +43.75% | Dec 31, 24 |
| 16 | Millennium Management LLC | 1.91M | 1.20M Increased by +62.68% | Dec 31, 24 |
| 17 | Partners Group Holding AG Junk | 1.82M | -174.18K Decreased by -9.57% | Dec 31, 24 |
| 18 | Legal & General Group PLC | 1.81M | -134.71K Decreased by -7.44% | Dec 31, 24 |
| 19 | HPM Partners LLC | 1.59M | -51.42K Decreased by -3.24% | Dec 31, 24 |
| 20 | Fort Washington Investment Advisors Inc | 1.49M | -255.76K Decreased by -17.22% | Dec 31, 23 |
| Rank | Holder | Shares | Change | Date reported |
|---|---|---|---|---|
| 1 | Cliffwater Corporate Lending I | 11.46M | 1.27M Increased by +11.05% | Dec 31, 24 |
| 2 | VanEck BDC Income ETF | 3.98M | 0.00 Increased by 0.00% | Feb 28, 25 |
| 3 | Putnam BDC Income ETF | 976.77K | 143.53K Increased by +14.69% | Feb 28, 25 |
| 4 | iShares Listed Private Eq ETF USD Dist | 847.59K | 0.00 Increased by 0.00% | Feb 28, 25 |
| 5 | Undrly L&G Pen PMC Multi Asset | 528.39K | -62.91K Decreased by -11.91% | Sep 30, 23 |
| 6 | Undrly L&G Pen PMC Diversified | 499.56K | 4.71K Increased by +0.94% | Nov 30, 24 |
| 7 | Undrly L&G Diversified Life | 499.46K | -99.00 Decreased by -0.02% | Dec 31, 24 |
| 8 | FID DC L&G Diversified Fund | 448.42K | -22.96K Decreased by -5.12% | Feb 28, 25 |
| 9 | Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ | 411.24K | -10.42K Decreased by -2.53% | Dec 31, 24 |
| 10 | Nikko High Income BDC Mother Fund | 384.01K | 89.97K Increased by +23.43% | Nov 20, 24 |
| 11 | Partners Group Listed Priv Eq EUR I Acc | 369.05K | 0.00 Increased by 0.00% | Feb 28, 25 |
| 12 | Baillie Gifford Diversified Gr B2 Acc | 313.75K | -667.00 Decreased by -0.21% | Jan 31, 25 |
| 13 | Nikko Active BDC Mother | 301.58K | 6.34K Increased by +2.10% | May 20, 24 |
| 14 | Advisors Capital Model Inc w/ Gro | 271.84K | 28.15K Increased by +10.36% | Mar 31, 24 |
| 15 | TrueShares Active Yield ETF | 261.04K | 75.94K Increased by +29.09% | Feb 28, 25 |
| 16 | First Trust Specialty Finance | 260.00K | 0.00 Increased by 0.00% | Nov 30, 24 |
| 17 | Hilton Tactical Income | 243.77K | 243.77K Increased by +100.00% | Dec 31, 24 |
| 18 | First Trust Mid Cap Core AlphaDEX® ETF | 238.48K | 1.13K Increased by +0.47% | Feb 27, 25 |
| 19 | Accelerate Diversified Credit Income ETF | 237.29K | 18.98K Increased by +8.00% | Feb 28, 25 |
| 20 | Multi-Asset Diversified Income ETF | 233.61K | 0.00 Increased by 0.00% | Apr 30, 24 |