| 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 | 1.04M (10.42%) | 32.68K Increased by +3.15% | Mar 31, 26 |
| 3 | Goldman Sachs Group Inc | 729.13K (7.31%) | 260.00 Increased by +0.04% | Jun 30, 25 |
| 4 | The Goldman Sachs Group Inc | 616.75K (6.19%) | -131.43K Decreased by -21.31% | Mar 31, 26 |
| 5 | Progeny 3, Inc. | 312.52K (3.13%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 6 | Solidarilty Wealth, LLC | 235.18K (2.36%) | 20.41K Increased by +8.68% | Mar 31, 26 |
| 7 | Saber Capital Management, LLC | 209.47K (2.10%) | 984.00 Increased by +0.47% | Mar 31, 26 |
| 8 | UBS Group AG | 183.85K (1.84%) | -12.20K Decreased by -6.64% | Mar 31, 26 |
| 9 | Bank of America Corp | 183.03K (1.84%) | 59.52K Increased by +32.52% | Mar 31, 26 |
| 10 | ING Groep NV | 180.40K (1.81%) | 5.00K Increased by +2.77% | Mar 31, 26 |
| 11 | JPMorgan Chase & Co | 163.81K (1.64%) | -371.31K Decreased by -226.67% | Dec 31, 25 |
| 12 | L1 Capital International Pty Ltd | 157.81K (1.58%) | 7.80K Increased by +4.95% | Jun 30, 24 |
| 13 | Eubel Brady & Suttman Asset Mgmt Inc | 117.50K (1.18%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 14 | Oakcliff Capital Partners, LP | 102.06K (1.02%) | -25.29K Decreased by -24.78% | Mar 31, 26 |
| 15 | Long Corridor Asset Management Ltd | 100.00K (1.00%) | 100.00K Increased by +100.00% | Mar 31, 26 |
| 16 | Meixler Investment Management, Ltd. | 93.19K (0.93%) | -1.31K Decreased by -1.41% | Mar 31, 26 |
| 17 | Natixis SA | 88.60K (0.89%) | 37.30K Increased by +42.10% | Mar 31, 26 |
| 18 | Castalian Partners, LLC | 77.08K (0.77%) | -76.00K Decreased by -98.60% | Jun 30, 25 |
| 19 | Katahdin Capital | 76.67K (0.77%) | 11.34K Increased by +14.79% | Mar 31, 26 |
| 20 | Ballast Asset Management, LP | 75.87K (0.76%) | 3.66K Increased by +4.83% | Mar 31, 26 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Ballast SMidCap | 76.93K (0.77%) | 1.06K Increased by +1.38% | Apr 30, 26 |
| 2 | Ballast Small/Mid Cap ETF | 76.40K (0.77%) | 0.00 Increased by 0.00% | May 29, 26 |
| 3 | Range Global Coal ETF | 26.03K (0.26%) | 0.00 Increased by 0.00% | May 29, 26 |
| 4 | Horizon Core Value - Strategy | 19.93K (0.20%) | 19.93K Increased by +100.00% | Mar 31, 26 |
| 5 | FT Energy Income Partners Strategy ETF | 18.57K (0.19%) | -362.00 Decreased by -1.95% | Aug 28, 25 |
| 6 | Fairholme | 12.00K (0.12%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 7 | Multi-Asset Diversified Income ETF | 9.20K (0.09%) | 0.00 Increased by 0.00% | May 31, 26 |
| 8 | Delaware Ivy VIP Energy II | 9.03K (0.09%) | 93.00 Increased by +1.03% | Dec 31, 23 |
| 9 | First Foundation Total Return Y | 7.24K (0.07%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 10 | Macquarie VIP Energy Service | 5.47K (0.05%) | -255.00 Decreased by -4.66% | Feb 28, 25 |
| 11 | First Foundation Total Return A | 5.30K (0.05%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 12 | Barron's 400 ETF | 3.73K (0.04%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 13 | Waterfront OS | 3.37K (0.03%) | 3.37K Increased by +100.00% | Dec 31, 23 |
| 14 | Morningstar US Equity | 3.23K (0.03%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 15 | Roundhill Acquirers Deep Value ETF | 3.23K (0.03%) | 0.00 Increased by 0.00% | Nov 27, 24 |
| 16 | Horizon Research Select - Strategy | 3.06K (0.03%) | 443.00 Increased by +14.49% | Mar 31, 26 |
| 17 | Horizon Research Select Instl | 3.06K (0.03%) | 443.00 Increased by +14.49% | Mar 31, 26 |
| 18 | Invesco Zacks Multi-Asset Income ETF | 2.75K (0.03%) | 0.00 Increased by 0.00% | May 29, 26 |
| 19 | Acquirers Small and Micro Deep Value ETF | 2.33K (0.02%) | 32.00 Increased by +1.37% | May 30, 25 |
| 20 | Acquirers Deep Value ETF | 2.16K (0.02%) | 0.00 Increased by 0.00% | Apr 30, 25 |