| Rank | Holder | Shares | Change | Date reported |
|---|---|---|---|---|
| 1 | Amvescap Plc. | 1.84M | 0.00 Increased by 0.00% | Mar 31, 26 |
| 2 | Two Sigma Investments LLC | 1.66M | 524.47K Increased by +31.58% | Mar 31, 26 |
| 3 | LSV Asset Management | 1.45M | -119.92K Decreased by -8.25% | Mar 31, 26 |
| 4 | Two Sigma Advisers, LLC | 1.23M | 31.10K Increased by +2.53% | Dec 31, 25 |
| 5 | Morgan Stanley - Brokerage Accounts | 1.09M | 359.69K Increased by +33.02% | Mar 31, 26 |
| 6 | Callodine Capital Management, LP | 1.05M | -947.47K Decreased by -90.02% | Sep 30, 23 |
| 7 | Legal & General Group PLC | 517.29K | 47.55K Increased by +9.19% | Mar 31, 26 |
| 8 | Advisors Asset Management | 482.33K | 16.69K Increased by +3.46% | Mar 31, 26 |
| 9 | BlackRock Inc | 369.72K | -197.30K Decreased by -53.36% | Mar 31, 26 |
| 10 | Ares Management LLC | 367.04K | -2.29M Decreased by -624.08% | Sep 30, 24 |
| 11 | Universal- Beteiligungs- und Servicegesellschaft mbH | 348.80K | 0.00 Increased by 0.00% | Mar 31, 26 |
| 12 | NewEdge Investment Solutions | 319.54K | 114.00 Increased by +0.04% | Mar 31, 26 |
| 13 | Confluence Investment Management LLC | 302.56K | 30.00 Increased by +0.01% | Dec 31, 24 |
| 14 | Sunbelt Securities | 298.22K | 122.43K Increased by +41.05% | Mar 31, 26 |
| 15 | NewEdge Wealth, LLC | 283.32K | 12.83K Increased by +4.53% | Sep 30, 24 |
| 16 | First Republic Inv Mgmt Inc | 270.44K | -79.43K Decreased by -29.37% | Sep 30, 23 |
| 17 | Golden Green, Inc. | 252.51K | 4.85K Increased by +1.92% | Sep 30, 23 |
| 18 | Claybrook Capital, LLC | 246.31K | 0.00 Increased by 0.00% | Sep 30, 23 |
| 19 | Lido Advisors, LLC | 246.31K | 0.00 Increased by 0.00% | Mar 31, 26 |
| 20 | Truvestments Capital LLC | 221.82K | -270.99K Decreased by -122.16% | Mar 31, 26 |
| Rank | Holder | Shares | Change | Date reported |
|---|---|---|---|---|
| 1 | Invesco KBW High Dividend Yld Fincl ETF | 1.84M | 0.00 Increased by 0.00% | May 29, 26 |
| 2 | iShares Listed Private Eq ETF USD Dist | 247.84K | 0.00 Increased by 0.00% | May 29, 26 |
| 3 | Undrly L&G Pen PMC Multi Asset | 201.79K | 201.79K Increased by +100.00% | Sep 30, 23 |
| 4 | LSV Small Cap Value Institutional | 195.90K | 0.00 Increased by 0.00% | Mar 31, 26 |
| 5 | AlphaCentric Real Income I | 155.95K | 155.95K Increased by +100.00% | Mar 31, 26 |
| 6 | Bridge Builder Small/Mid Cap Value | 142.16K | -21.34K Decreased by -15.01% | Mar 31, 26 |
| 7 | Virtus Private Credit ETF | 140.53K | 0.00 Increased by 0.00% | May 29, 26 |
| 8 | Undrly L&G Pen PMC Diversified | 119.86K | 119.86K Increased by +100.00% | Dec 31, 23 |
| 9 | Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ | 119.78K | 12.16K Increased by +10.15% | Mar 31, 26 |
| 10 | First Trust Specialty Finance | 106.00K | -150.00K Decreased by -141.51% | Feb 28, 25 |
| 11 | FID DC L&G Diversified Fund | 101.70K | 101.70K Increased by +100.00% | Mar 31, 26 |
| 12 | Nikko Active BDC Mother | 84.29K | -37.13K Decreased by -44.05% | May 22, 23 |
| 13 | Nikko High Income BDC Mother Fund | 83.86K | -37.13K Decreased by -44.27% | May 22, 23 |
| 14 | Indosuez Funds America Small&Mid Caps G | 70.75K | 0.00 Increased by 0.00% | Sep 30, 24 |
| 15 | Catalyst/SMH Total Return Income A | 68.21K | 0.00 Increased by 0.00% | Jun 30, 25 |
| 16 | LSV Asset Mgt Small/Mid Cap Val Eq (US) | 60.26K | 0.00 Increased by 0.00% | Mar 31, 26 |
| 17 | SEI GMF US Small Coms USD Instl+ H Acc | 51.50K | 0.00 Increased by 0.00% | Nov 30, 23 |
| 18 | High Income Securities | 41.60K | 0.00 Increased by 0.00% | Nov 30, 23 |
| 19 | Cambria Micro and Smcp Shld Yld ETF | 41.19K | 0.00 Increased by 0.00% | Aug 30, 24 |
| 20 | Advisors Capital Income w/Growth | 39.84K | -26.18K Decreased by -65.71% | Dec 31, 25 |