| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Sound Income Strategies | 3.38M (1.97%) | 678.78K Increased by +20.07% | Mar 31, 26 |
| 2 | Van Eck Associates Corporation | 3.16M (1.85%) | -294.30K Decreased by -9.30% | Mar 31, 26 |
| 3 | UBS Group AG | 2.49M (1.46%) | 822.13K Increased by +32.96% | Mar 31, 26 |
| 4 | Two Sigma Investments LLC | 2.32M (1.36%) | 708.40K Increased by +30.47% | Mar 31, 26 |
| 5 | Qube Research & Technologies | 2.24M (1.31%) | 709.22K Increased by +31.72% | Mar 31, 26 |
| 6 | Two Sigma Advisers, LLC | 1.92M (1.12%) | -34.20K Decreased by -1.78% | Dec 31, 25 |
| 7 | LPL Financial Corp | 1.80M (1.05%) | -27.73K Decreased by -1.54% | Mar 31, 26 |
| 8 | D. E. Shaw & Co LP | 1.55M (0.90%) | 723.42K Increased by +46.70% | Mar 31, 26 |
| 9 | Legal & General Group PLC | 1.50M (0.88%) | 116.57K Increased by +7.78% | Mar 31, 26 |
| 10 | Muzinich & Co Inc | 1.35M (0.79%) | 14.34K Increased by +1.06% | Mar 31, 26 |
| 11 | Morgan Stanley - Brokerage Accounts | 1.26M (0.74%) | 150.44K Increased by +11.90% | Mar 31, 26 |
| 12 | Franklin Resources Inc | 1.14M (0.66%) | 160.13K Increased by +14.10% | Mar 31, 26 |
| 13 | Hudson Bay Capital Management LP | 1.06M (0.62%) | 1.06M Increased by +100.00% | Mar 31, 24 |
| 14 | Sumitomo Mitsui Trust Group Inc | 1.03M (0.60%) | 6.58K Increased by +0.64% | Mar 31, 26 |
| 15 | TECTONIC ADVISORS LLC | 1.01M (0.59%) | 113.31K Increased by +11.26% | Jun 30, 26 |
| 16 | Millennium Management LLC | 985.16K (0.58%) | -407.32K Decreased by -41.35% | Mar 31, 26 |
| 17 | JPMorgan Chase & Co | 878.60K (0.51%) | 558.38K Increased by +63.55% | Mar 31, 26 |
| 18 | Advisors Capital Management, LLC | 856.22K (0.50%) | 27.96K Increased by +3.27% | Mar 31, 26 |
| 19 | BlackRock Inc | 855.05K (0.50%) | -477.96K Decreased by -55.90% | Mar 31, 26 |
| 20 | Citadel Advisors Llc | 815.38K (0.48%) | 343.25K Increased by +42.10% | Mar 31, 26 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | VanEck BDC Income ETF | 3.13M (1.83%) | 0.00 Increased by 0.00% | Jun 30, 26 |
| 2 | Sound Income Strategies Core Plus SMA | 3.01M (1.76%) | 646.98K Increased by +21.52% | Mar 31, 26 |
| 3 | Putnam BDC Income ETF | 1.38M (0.81%) | -3.35K Decreased by -0.24% | Jun 30, 26 |
| 4 | iShares Listed Private Eq ETF USD Dist | 638.29K (0.37%) | 0.00 Increased by 0.00% | Jun 30, 26 |
| 5 | Sound Income Strategies Income Plus SMA | 571.22K (0.33%) | 122.93K Increased by +21.52% | Mar 31, 26 |
| 6 | Loomis Sayles Core | 555.00K (0.32%) | -50.00K Decreased by -9.01% | Dec 31, 25 |
| 7 | Undrly L&G Pen PMC Multi Asset | 441.03K (0.26%) | 33.86K Increased by +7.68% | Sep 30, 23 |
| 8 | Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ | 365.35K (0.21%) | 40.89K Increased by +11.19% | Jun 30, 26 |
| 9 | Advisors Capital Income w/Growth | 348.51K (0.20%) | 12.02K Increased by +3.45% | Jun 30, 26 |
| 10 | Undrly L&G Pen PMC Diversified | 306.57K (0.18%) | 1.73K Increased by +0.56% | Nov 30, 24 |
| 11 | TrueShares Active Yield ETF | 286.38K (0.17%) | 0.00 Increased by 0.00% | May 29, 25 |
| 12 | Advisors Capital Model Inc w/ Gro | 286.28K (0.17%) | 24.62K Increased by +8.60% | Mar 31, 24 |
| 13 | FID DC L&G Diversified Fund | 273.94K (0.16%) | 4.80K Increased by +1.75% | May 31, 26 |
| 14 | Miller/Howard High Income Equity | 270.00K (0.16%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 15 | Nikko High Income BDC Mother Fund | 249.79K (0.15%) | 66.50K Increased by +26.62% | Nov 20, 24 |
| 16 | VanEck Global Listed Priv Crdt AUD H ETF | 240.72K (0.14%) | 4.57K Increased by +1.90% | Mar 31, 25 |
| 17 | First Trust Specialty Finance | 229.51K (0.13%) | 0.00 Increased by 0.00% | Jun 30, 26 |
| 18 | Stewart Capital Mid Cap Portfolio | 177.53K (0.10%) | -10.33K Decreased by -5.82% | Sep 30, 23 |
| 19 | Nikko Active BDC Mother | 176.84K (0.10%) | -10.93K Decreased by -6.18% | May 20, 24 |
| 20 | Pear Tree Polaris Small Cap Ord | 128.66K (0.08%) | 3.12K Increased by +2.42% | Jun 30, 24 |