| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Allianz Asset Management AG | 22.46M (15.84%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 2 | BlackRock Inc | 8.04M (5.67%) | 63.98K Increased by +0.80% | Sep 30, 25 |
| 3 | Vanguard Group Inc | 7.36M (5.19%) | 336.62K Increased by +4.57% | Dec 31, 25 |
| 4 | Charles Schwab Investment Management Inc | 6.71M (4.73%) | 741.74K Increased by +11.05% | Dec 31, 25 |
| 5 | Oak Hill Advisors LP | 4.88M (3.44%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 6 | JPMorgan Chase & Co | 3.99M (2.81%) | 1.95M Increased by +48.84% | Sep 30, 25 |
| 7 | Douglas Lane & Associates, LLC | 3.85M (2.71%) | -320.54K Decreased by -8.33% | Dec 31, 25 |
| 8 | Acadian Asset Management LLC | 3.80M (2.68%) | 3.79M Increased by +99.95% | Sep 30, 25 |
| 9 | Deutsche Bank AG | 3.77M (2.66%) | 380.56K Increased by +10.08% | Dec 31, 25 |
| 10 | Goldman Sachs Group Inc | 3.66M (2.58%) | 787.95K Increased by +21.53% | Jun 30, 25 |
| 11 | The Goldman Sachs Group Inc | 3.62M (2.55%) | -39.28K Decreased by -1.08% | Sep 30, 25 |
| 12 | Geode Capital Management, LLC | 2.99M (2.11%) | 111.75K Increased by +3.74% | Dec 31, 25 |
| 13 | FourSixThree Capital LP | 2.59M (1.83%) | 236.51K Increased by +9.12% | Dec 31, 25 |
| 14 | State Street Corporation | 2.50M (1.76%) | 94.43K Increased by +3.78% | Mar 31, 24 |
| 15 | State Street Corp | 2.34M (1.65%) | 87.87K Increased by +3.75% | Sep 30, 25 |
| 16 | Invesco Senior Secured Management Inc | 2.03M (1.43%) | -1.62K Decreased by -0.08% | Dec 31, 25 |
| 17 | Aristeia Capital, LLC | 1.87M (1.32%) | 289.12K Increased by +15.50% | Jun 30, 25 |
| 18 | SONA ASSET MANAGEMENT (US) LLC | 1.62M (1.14%) | 1.57M Increased by +96.42% | Dec 31, 25 |
| 19 | Loomis, Sayles & Company LP | 1.46M (1.03%) | -2.01K Decreased by -0.14% | Jun 30, 25 |
| 20 | Citadel Advisors Llc | 1.40M (0.99%) | 1.28M Increased by +91.91% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | PIMCO Income Instl | 9.03M (6.36%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 2 | PIMCO GIS Income Institutional USD Acc | 6.33M (4.46%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 3 | Schwab Fundamental U.S. Small CompanyETF | 4.78M (3.37%) | 1.67K Increased by +0.03% | Feb 28, 26 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 3.42M (2.41%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 5 | Vanguard US Total Market Shares ETF | 3.28M (2.31%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 6 | iShares Russell 2000 ETF | 2.93M (2.07%) | 310.44K Increased by +10.59% | Feb 28, 26 |
| 7 | Schwab Fundamental US Small Company ETF | 2.87M (2.02%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 8 | PIMCO Dynamic Income | 2.02M (1.42%) | 1.94M Increased by +95.92% | Dec 31, 25 |
| 9 | PIMCO Dynamic Income Fund | 2.02M (1.42%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 10 | Douglas C. Lane & Assoc. Core Equity | 1.48M (1.05%) | -151.35K Decreased by -10.20% | Dec 31, 25 |
| 11 | PIMCO Monthly Income F | 1.43M (1.01%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 12 | Vanguard Small Cap Index | 1.33M (0.94%) | 4.18K Increased by +0.31% | Nov 30, 23 |
| 13 | Vanguard Institutional Extnd Mkt Idx Tr | 1.33M (0.94%) | 17.72K Increased by +1.33% | Feb 28, 26 |
| 14 | Purpose Credit Opportunities Series F | 1.27M (0.90%) | 200.00K Increased by +15.75% | Dec 31, 25 |
| 15 | Fidelity Small Cap Index | 1.19M (0.84%) | -8.71K Decreased by -0.73% | Dec 31, 25 |
| 16 | Invesco US Senior Loan A USD Acc | 1.14M (0.81%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 17 | iShares Russell 2000 Value ETF | 1.08M (0.76%) | -149.39K Decreased by -13.88% | Feb 28, 26 |
| 18 | Federated Hermes MDT SCC Institutional | 1.03M (0.73%) | 24.40K Increased by +2.37% | Dec 31, 23 |
| 19 | Federated Hermes MDT Small Cap Core IS | 1.03M (0.73%) | 24.40K Increased by +2.37% | Dec 31, 23 |
| 20 | Fidelity® Small Cap Index | 977.81K (0.69%) | 16.86K Increased by +1.72% | Oct 31, 23 |