Top 20 institutional holders

Rank Holder Shares Change Date reported
1 SMH Capital Inc. 1.81M 1.81M
Increased by +100.00%
Mar 31, 26
2 Two Sigma Investments LLC 1.13M 792.72K
Increased by +69.89%
Mar 31, 26
3 Ares Management LLC 826.65K 238.40K
Increased by +28.84%
Mar 31, 26
4 UBS Group AG 796.75K 795.75K
Increased by +99.87%
Mar 31, 26
5 Van Eck Associates Corporation 674.17K 674.17K
Increased by +100.00%
Mar 31, 26
6 Franklin Resources Inc 627.13K 209.47K
Increased by +33.40%
Mar 31, 26
7 LPL Financial Corp 454.59K 180.03K
Increased by +39.60%
Mar 31, 26
8 CF Capital LLC 448.92K -52.76K
Decreased by -11.75%
Mar 31, 26
9 Cetera Investment Advisers 311.56K 144.88K
Increased by +46.50%
Mar 31, 26
10 Jane Street Group LLC 272.79K 272.79K
Increased by +100.00%
Dec 31, 25
11 CAMBRIDGE Invest RESEARCH ADVISORS, INC. 264.72K 55.10K
Increased by +20.82%
Mar 31, 26
12 Centaurus Financial Inc 214.95K 91.38K
Increased by +42.51%
Mar 31, 26
13 Sigma Planning Corp 207.54K 73.85K
Increased by +35.58%
Mar 31, 26
14 Alpine Partners VI, LLC 206.07K 206.07K
Increased by +100.00%
Mar 31, 26
15 Two Sigma Advisers, LLC 184.40K 184.40K
Increased by +100.00%
Dec 31, 25
16 BlackRock Inc 178.43K -152.49K
Decreased by -85.46%
Mar 31, 26
17 FJ Capital Management LLC 171.06K 171.06K
Increased by +100.00%
Mar 31, 26
18 Clayton Partners, LLC 170.00K 100.71K
Increased by +59.24%
Mar 31, 26
19 Advisor Group Holdings, Inc. 148.64K 55.15K
Increased by +37.10%
Mar 31, 26
20 Citadel Advisors Llc 148.59K 148.59K
Increased by +100.00%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder Shares Change Date reported
1 VanEck BDC Income ETF 782.84K 5.39K
Increased by +0.69%
May 30, 26
2 Putnam BDC Income ETF 759.33K 0.00
Increased by 0.00%
May 31, 26
3 iShares Listed Private Eq ETF USD Dist 175.47K 0.00
Increased by 0.00%
May 29, 26
4 Mercer Opportunistic Fixed Income Y3 47.07K 0.00
Increased by 0.00%
Apr 30, 26
5 Virtus Private Credit ETF 33.89K 0.00
Increased by 0.00%
May 29, 26
6 First Trust Specialty Finance 27.17K 0.00
Increased by 0.00%
May 31, 26
7 Confluence BDC-Wrap 22.12K 3.81K
Increased by +17.24%
Mar 31, 26
8 T. Rowe Price M-A Glb Inc I USD 13.57K 401.00
Increased by +2.96%
Apr 30, 26
9 T. Rowe Price MA Global Income Comp 13.16K 13.16K
Increased by +100.00%
Mar 31, 26
10 Mackenzie Diversified Alts Fd F5 9.09K 9.09K
Increased by +100.00%
Mar 31, 26
11 Modern Capital Tactical Income A 7.00K 7.00K
Increased by +100.00%
Sep 30, 25
12 Riverbridge Enhanced Income SMA 1.96K 413.00
Increased by +21.08%
Mar 31, 26
13 Riverbridge Tax Aware Enhanced Income SM 1.44K 0.00
Increased by 0.00%
Mar 31, 26