| Rank | Holder | Shares | Change | Date reported |
|---|---|---|---|---|
| 1 | Sound Income Strategies | 3.32M | 356.78K Increased by +10.75% | Dec 31, 24 |
| 2 | Van Eck Associates Corporation | 1.99M | 187.47K Increased by +9.44% | Dec 31, 24 |
| 3 | Altshuler Shaham Ltd | 1.57M | 0.00 Increased by 0.00% | Sep 30, 24 |
| 4 | Two Sigma Investments LLC | 1.35M | 35.57K Increased by +2.63% | Sep 30, 24 |
| 5 | Balyasny Asset Management LLC | 957.61K | 281.30K Increased by +29.38% | Sep 30, 24 |
| 6 | Two Sigma Advisers, LLC | 701.00K | -415.48K Decreased by -59.27% | Sep 30, 24 |
| 7 | Marshall Wace Asset Management Ltd | 618.13K | 583.71K Increased by +94.43% | Sep 30, 24 |
| 8 | JPMorgan Chase & Co | 503.47K | 211.71K Increased by +42.05% | Sep 30, 24 |
| 9 | Legal & General Group PLC | 483.96K | -1.03K Decreased by -0.21% | Sep 30, 24 |
| 10 | Trexquant Investment LP | 430.17K | 149.26K Increased by +34.70% | Sep 30, 24 |
| 11 | SCOGGIN LLC | 409.50K | 409.50K Increased by +100.00% | Mar 31, 24 |
| 12 | LPL Financial Corp | 358.92K | 99.04K Increased by +27.59% | Sep 30, 24 |
| 13 | Qube Research & Technologies | 347.17K | -51.30K Decreased by -14.78% | Sep 30, 24 |
| 14 | Millennium Management LLC | 332.68K | -451.24K Decreased by -135.64% | Sep 30, 24 |
| 15 | First Republic Inv Mgmt Inc | 316.17K | -29.22K Decreased by -9.24% | Sep 30, 23 |
| 16 | NewEdge Investment Solutions | 288.37K | 1.70K Increased by +0.59% | Dec 31, 24 |
| 17 | NewEdge Wealth, LLC | 286.67K | -17.40K Decreased by -6.07% | Sep 30, 24 |
| 18 | Advisors Asset Management | 281.63K | 23.84K Increased by +8.46% | Sep 30, 24 |
| 19 | UBS Group AG | 278.37K | 79.64K Increased by +28.61% | Sep 30, 24 |
| 20 | Morgan Stanley - Brokerage Accounts | 272.91K | -344.30K Decreased by -126.16% | Sep 30, 24 |
| Rank | Holder | Shares | Change | Date reported |
|---|---|---|---|---|
| 1 | Sound Income Strategies Core Plus SMA | 3.71M | 205.16K Increased by +5.53% | Dec 31, 24 |
| 2 | VanEck BDC Income ETF | 1.92M | 0.00 Increased by 0.00% | Jan 31, 25 |
| 3 | Invesco KBW High Dividend Yld Fincl ETF | 982.13K | 0.00 Increased by 0.00% | Jan 31, 25 |
| 4 | Sound Income Strategies Income Plus SMA | 704.69K | 38.98K Increased by +5.53% | Dec 31, 24 |
| 5 | iShares Listed Private Eq ETF USD Dist | 322.23K | 1.03K Increased by +0.32% | Jan 31, 25 |
| 6 | GraniteShares HIPS US High Income ETF | 226.25K | 0.00 Increased by 0.00% | Jan 31, 25 |
| 7 | Undrly L&G Pen PMC Multi Asset | 153.41K | 153.41K Increased by +100.00% | Sep 30, 23 |
| 8 | Undrly L&G Pen PMC Diversified | 109.66K | 109.66K Increased by +100.00% | Dec 31, 23 |
| 9 | Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ | 107.31K | 107.31K Increased by +100.00% | Sep 30, 24 |
| 10 | Altshuler Shaham Flexible | 104.95K | 0.00 Increased by 0.00% | Oct 31, 24 |
| 11 | Sound Enhanced Fixed Income ETF | 103.33K | 0.00 Increased by 0.00% | Jan 31, 25 |
| 12 | Virtus Private Credit ETF | 89.45K | 1.73K Increased by +1.93% | Jan 31, 25 |
| 13 | Altshuler Shaham – Options Fund | 51.98K | 0.00 Increased by 0.00% | Oct 31, 24 |
| 14 | AZ Fd1 AZ Alt Glb Mcr Opp B-AZ C | 40.00K | -5.00K Decreased by -12.50% | Sep 30, 24 |
| 15 | TrueShares Active Yield ETF | 37.62K | 0.00 Increased by 0.00% | Jan 31, 25 |
| 16 | Accelerate Diversified Credit Income ETF | 36.14K | 3.50K Increased by +9.67% | Jan 31, 25 |
| 17 | Nikko High Income BDC Mother Fund | 28.80K | -16.76K Decreased by -58.18% | Nov 20, 23 |
| 18 | Nikko Active BDC Mother | 27.07K | -8.51K Decreased by -31.45% | May 20, 24 |
| 19 | FT Alternative Income 40 CA | 26.60K | 2.98K Increased by +11.19% | May 10, 23 |
| 20 | FlexShares® Listed Priv Eq ETF USD Acc | 22.65K | -230.00 Decreased by -1.02% | Jan 31, 25 |