| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | CI Private Wealth LLC | 1.24M (12.45%) | 620.97K Increased by +50.00% | Dec 31, 25 |
| 2 | Morgan Stanley - Brokerage Accounts | 880.70K (8.83%) | -64.34K Decreased by -7.31% | Sep 30, 25 |
| 3 | The Goldman Sachs Group Inc | 748.18K (7.50%) | 63.35K Increased by +8.47% | Dec 31, 25 |
| 4 | Goldman Sachs Group Inc | 729.13K (7.31%) | 260.00 Increased by +0.04% | Jun 30, 25 |
| 5 | JPMorgan Chase & Co | 535.12K (5.37%) | 190.77K Increased by +35.65% | Sep 30, 25 |
| 6 | Progeny 3, Inc. | 312.52K (3.13%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 7 | Solidarilty Wealth, LLC | 214.78K (2.15%) | 17.73K Increased by +8.26% | Dec 31, 25 |
| 8 | UBS Group AG | 214.77K (2.15%) | 12.05K Increased by +5.61% | Sep 30, 25 |
| 9 | Saber Capital Management, LLC | 208.48K (2.09%) | 80.66K Increased by +38.69% | Dec 31, 25 |
| 10 | ING Groep NV | 162.40K (1.63%) | 40.70K Increased by +25.06% | Sep 30, 25 |
| 11 | L1 Capital International Pty Ltd | 157.81K (1.58%) | 7.80K Increased by +4.95% | Jun 30, 24 |
| 12 | Oakcliff Capital Partners, LP | 127.35K (1.28%) | -41.71K Decreased by -32.75% | Dec 31, 25 |
| 13 | Eubel Brady & Suttman Asset Mgmt Inc | 117.50K (1.18%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 14 | Citigroup Inc | 97.38K (0.98%) | -47.39K Decreased by -48.67% | Sep 30, 25 |
| 15 | Meixler Investment Management, Ltd. | 94.51K (0.95%) | 16.54K Increased by +17.50% | Dec 31, 25 |
| 16 | Castalian Partners, LLC | 77.08K (0.77%) | -76.00K Decreased by -98.60% | Jun 30, 25 |
| 17 | Ballast Asset Management, LP | 72.21K (0.72%) | -3.66K Decreased by -5.07% | Dec 31, 25 |
| 18 | Katahdin Capital | 65.33K (0.66%) | 19.71K Increased by +30.17% | Dec 31, 25 |
| 19 | Nitor Capital Management LLC | 64.21K (0.64%) | 64.21K Increased by +100.00% | Dec 31, 25 |
| 20 | Citadel Advisors Llc | 60.13K (0.60%) | 22.10K Increased by +36.76% | Dec 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Ballast SMidCap | 75.87K (0.76%) | 3.66K Increased by +4.83% | Feb 28, 26 |
| 2 | Ballast Small/Mid Cap ETF | 75.87K (0.76%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 3 | Range Global Coal ETF | 30.44K (0.31%) | 630.00 Increased by +2.07% | Mar 31, 26 |
| 4 | FT Energy Income Partners Strategy ETF | 18.57K (0.19%) | -362.00 Decreased by -1.95% | Aug 28, 25 |
| 5 | Fairholme | 12.00K (0.12%) | 12.00K Increased by +100.00% | Nov 30, 25 |
| 6 | Delaware Ivy VIP Energy II | 9.03K (0.09%) | 93.00 Increased by +1.03% | Dec 31, 23 |
| 7 | Multi-Asset Diversified Income ETF | 8.99K (0.09%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 8 | First Foundation Total Return Y | 7.24K (0.07%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 9 | Macquarie VIP Energy Service | 5.47K (0.05%) | -255.00 Decreased by -4.66% | Feb 28, 25 |
| 10 | First Foundation Total Return A | 5.30K (0.05%) | -2.40K Decreased by -45.32% | Dec 31, 25 |
| 11 | Barron's 400 ETF | 3.73K (0.04%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 12 | Waterfront OS | 3.37K (0.03%) | 3.37K Increased by +100.00% | Dec 31, 23 |
| 13 | Roundhill Acquirers Deep Value ETF | 3.23K (0.03%) | 0.00 Increased by 0.00% | Nov 27, 24 |
| 14 | Invesco Zacks Multi-Asset Income ETF | 2.76K (0.03%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 15 | Horizon Research Select - Strategy | 2.62K (0.03%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 16 | Horizon Research Select Instl | 2.62K (0.03%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 17 | Acquirers Small and Micro Deep Value ETF | 2.33K (0.02%) | 32.00 Increased by +1.37% | May 30, 25 |
| 18 | Acquirers Deep Value ETF | 2.16K (0.02%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 19 | Virtus Real Asset Income ETF | 1.83K (0.02%) | 0.00 Increased by 0.00% | Nov 29, 24 |
| 20 | Arrow Dow Jones Global Yield ETF | 1.65K (0.02%) | 0.00 Increased by 0.00% | Mar 31, 26 |