| Rank | Holder | Shares | Change | Date reported |
|---|---|---|---|---|
| 1 | Koch, Inc | 12.18M | -1.00 Decreased by -0.00% | Mar 31, 26 |
| 2 | State Treasurer State Of Michigan | 6.57M | 0.00 Increased by 0.00% | Mar 31, 26 |
| 3 | Bank of America Corp | 5.57M | 143.85K Increased by +2.58% | Mar 31, 26 |
| 4 | HF Capital LLC | 2.35M | -2.66K Decreased by -0.11% | Mar 31, 26 |
| 5 | Pathstone Holdings LLC | 1.12M | -235.16K Decreased by -21.03% | Mar 31, 26 |
| 6 | CI Private Wealth LLC | 812.52K | 284.75K Increased by +35.05% | Dec 31, 25 |
| 7 | Franklin Resources Inc | 752.19K | 127.55K Increased by +16.96% | Mar 31, 26 |
| 8 | UBS Group AG | 647.49K | 70.68K Increased by +10.92% | Mar 31, 26 |
| 9 | Requisite Capital Management, LLC | 605.75K | -70.71K Decreased by -11.67% | Mar 31, 26 |
| 10 | Van Eck Associates Corporation | 598.44K | -225.86K Decreased by -37.74% | Mar 31, 26 |
| 11 | Morgan Stanley - Brokerage Accounts | 458.06K | 57.60K Increased by +12.58% | Mar 31, 26 |
| 12 | Sage Mountain Advisors LLC | 418.06K | -380.05K Decreased by -90.91% | Mar 31, 26 |
| 13 | Kennedy Capital Management Inc | 391.13K | 391.13K Increased by +100.00% | Mar 31, 26 |
| 14 | Callodine Capital Management, LP | 291.74K | -108.26K Decreased by -37.11% | Mar 31, 26 |
| 15 | Activest Wealth Management | 246.97K | 38.57K Increased by +15.62% | Mar 31, 26 |
| 16 | BlackRock Inc | 241.53K | -208.24K Decreased by -86.21% | Mar 31, 26 |
| 17 | HB Wealth Management, LLC | 235.34K | 17.47K Increased by +7.42% | Mar 31, 26 |
| 18 | Wells Fargo & Co | 226.40K | 28.61K Increased by +12.64% | Mar 31, 26 |
| 19 | Squarepoint Ops LLC | 224.58K | 224.58K Increased by +100.00% | Dec 31, 25 |
| 20 | American Financial Group Inc | 205.90K | 205.90K Increased by +100.00% | Mar 31, 26 |
| Rank | Holder | Shares | Change | Date reported |
|---|---|---|---|---|
| 1 | Putnam BDC Income ETF | 740.34K | 0.00 Increased by 0.00% | May 31, 26 |
| 2 | VanEck BDC Income ETF | 694.98K | 4.77K Increased by +0.69% | May 30, 26 |
| 3 | Kennedy Micro Cap | 271.23K | 271.23K Increased by +100.00% | Mar 31, 26 |
| 4 | iShares Listed Private Eq ETF USD Dist | 236.67K | 3.20K Increased by +1.35% | May 29, 26 |
| 5 | Accelerate Divers Crdt Inc ETF | 201.22K | 82.97K Increased by +41.23% | May 31, 26 |
| 6 | Kennedy Micro Cap Opportunities | 119.32K | 119.32K Increased by +100.00% | Mar 31, 26 |
| 7 | First Trust Specialty Finance | 49.89K | 0.00 Increased by 0.00% | May 31, 26 |
| 8 | Pleiades Small Cap Equity A | 26.57K | 26.57K Increased by +100.00% | Mar 31, 26 |
| 9 | Mediobanca SICAV PE Strat C | 25.00K | 0.00 Increased by 0.00% | Apr 30, 26 |
| 10 | Confluence BDC-Wrap | 20.59K | 3.83K Increased by +18.61% | Mar 31, 26 |
| 11 | T. Rowe Price MA Global Income Comp | 16.16K | -6.91K Decreased by -42.78% | Mar 31, 26 |
| 12 | T. Rowe Price M-A Glb Inc I USD | 15.47K | -687.00 Decreased by -4.44% | Apr 30, 26 |
| 13 | RAM (Lux) Sys Global Equity Inc R USD | 12.70K | 12.70K Increased by +100.00% | Mar 31, 26 |
| 14 | HC Income Mother | 10.70K | 0.00 Increased by 0.00% | Apr 30, 26 |
| 15 | North Square Kennedy MicroCap I | 10.68K | -368.00 Decreased by -3.45% | Apr 30, 26 |
| 16 | ST CEFA Select BDC 34 CA | 100.00 | 0.00 Increased by 0.00% | May 29, 26 |
| 17 | ST CEFA Select BDC 36 CA | 100.00 | 0.00 Increased by 0.00% | May 29, 26 |
| 18 | BlackRock MSCI ACWI ex-US IMI Index Fd A | 2.00 | 2.00 Increased by +100.00% | Dec 31, 25 |
| 19 | IVZ High Income Allocation 2025-4 CA | 1.00 | 0.00 Increased by 0.00% | May 29, 26 |
| 20 | IVZ High Income Allocation 2026-2 CA | 1.00 | 0.00 Increased by 0.00% | May 29, 26 |