| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | T. Rowe Price Associates, Inc. | 2.73M (3.17%) | 162.58K Increased by +5.95% | Dec 31, 25 |
| 2 | CI Private Wealth LLC | 1.78M (2.06%) | 1.76M Increased by +98.74% | Dec 31, 25 |
| 3 | Burgundy Asset Management Ltd | 1.15M (1.34%) | 17.20K Increased by +1.49% | Dec 31, 24 |
| 4 | Van Eck Associates Corporation | 1.13M (1.31%) | -1.32M Decreased by -116.21% | Dec 31, 25 |
| 5 | Morgan Stanley - Brokerage Accounts | 867.86K (1.00%) | -118.59K Decreased by -13.66% | Dec 31, 25 |
| 6 | UBS Group AG | 866.88K (1.00%) | 534.37K Increased by +61.64% | Sep 30, 25 |
| 7 | JPMorgan Chase & Co | 764.90K (0.89%) | 564.18K Increased by +73.76% | Sep 30, 25 |
| 8 | Legal & General Group PLC | 719.97K (0.83%) | 95.18K Increased by +13.22% | Dec 31, 25 |
| 9 | JONES FINANCIAL COMPANIES LLLP | 590.61K (0.68%) | 589.31K Increased by +99.78% | Mar 31, 25 |
| 10 | Muzinich & Co Inc | 484.82K (0.56%) | 44.81K Increased by +9.24% | Mar 31, 26 |
| 11 | Adell Harriman & Carpenter Inc | 478.44K (0.55%) | 23.94K Increased by +5.00% | Dec 31, 25 |
| 12 | T. Rowe Price Investment Management,Inc. | 442.13K (0.51%) | -50.18K Decreased by -11.35% | Dec 31, 23 |
| 13 | Amvescap Plc. | 419.75K (0.49%) | -24.88K Decreased by -5.93% | Dec 31, 25 |
| 14 | The Goldman Sachs Group Inc | 356.80K (0.41%) | 308.40K Increased by +86.44% | Dec 31, 25 |
| 15 | Sumitomo Mitsui Trust Group Inc | 355.55K (0.41%) | 21.00K Increased by +5.91% | Dec 31, 25 |
| 16 | LPL Financial Corp | 348.38K (0.40%) | -33.94K Decreased by -9.74% | Dec 31, 25 |
| 17 | Sound Income Strategies | 336.03K (0.39%) | -801.00 Decreased by -0.24% | Dec 31, 25 |
| 18 | Jane Street Group LLC | 314.65K (0.36%) | 314.65K Increased by +100.00% | Dec 31, 25 |
| 19 | Franklin Resources Inc | 301.71K (0.35%) | -20.93K Decreased by -6.94% | Dec 31, 25 |
| 20 | Goldman Sachs Group Inc | 297.30K (0.34%) | 160.09K Increased by +53.85% | Dec 31, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | VanEck BDC Income ETF | 2.12M (2.46%) | 5.38K Increased by +0.25% | Apr 29, 26 |
| 2 | T. Rowe Price Mid-Cap Value | 1.39M (1.61%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 3 | T. Rowe Price US Mid-Cap Value Equity | 1.39M (1.61%) | -54.98K Decreased by -3.95% | Mar 31, 26 |
| 4 | T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z | 986.70K (1.14%) | -54.37K Decreased by -5.51% | Mar 31, 25 |
| 5 | T. Rowe Price U.S. Mid-Cap Val Eq Tr-D | 891.32K (1.03%) | -383.00 Decreased by -0.04% | Mar 31, 26 |
| 6 | Invesco High Yield Eq Div Achiev™ ETF | 389.05K (0.45%) | 0.00 Increased by 0.00% | Apr 29, 26 |
| 7 | iShares Listed Private Eq ETF USD Dist | 349.12K (0.40%) | 0.00 Increased by 0.00% | Apr 29, 26 |
| 8 | Putnam BDC Income ETF | 338.29K (0.39%) | 865.00 Increased by +0.26% | Apr 29, 26 |
| 9 | T. Rowe Price Small-Cap Value | 276.03K (0.32%) | -49.00K Decreased by -17.75% | Dec 31, 23 |
| 10 | Undrly L&G Pen PMC Multi Asset | 250.90K (0.29%) | 16.48K Increased by +6.57% | Sep 30, 23 |
| 11 | Loomis Sayles Core | 235.00K (0.27%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 12 | Loomis Sayles Core Fixed Income Trust B | 235.00K (0.27%) | 235.00K Increased by +100.00% | Jun 30, 25 |
| 13 | American Funds SMALLCAP World A | 213.24K (0.25%) | 2.89K Increased by +1.36% | Jun 30, 25 |
| 14 | Burgundy US Small Cap Value Composite | 210.78K (0.24%) | 1.73K Increased by +0.82% | Dec 31, 24 |
| 15 | Undrly L&G Pen PMC Diversified | 161.23K (0.19%) | 1.12K Increased by +0.69% | Sep 30, 24 |
| 16 | Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ | 160.92K (0.19%) | 16.11K Increased by +10.01% | Mar 31, 26 |
| 17 | T. Rowe Price U.S. SC Value Eq Tr-Z | 159.07K (0.18%) | -1.60K Decreased by -1.01% | Dec 31, 23 |
| 18 | Loomis Sayles Intermediate Duration FI | 141.00K (0.16%) | -79.00K Decreased by -56.03% | Dec 31, 25 |
| 19 | FID DC L&G Diversified Fund | 136.48K (0.16%) | 7.22K Increased by +5.29% | Feb 28, 26 |
| 20 | Nikko High Income BDC Mother Fund | 124.67K (0.14%) | 31.10K Increased by +24.95% | Nov 20, 24 |