| Rank | Holder | Shares | Change | Date reported |
|---|---|---|---|---|
| 1 | LSV Asset Management | 1.90M | -89.50K Decreased by -4.72% | Dec 31, 24 |
| 2 | Amvescap Plc. | 1.84M | 0.00 Increased by 0.00% | Dec 31, 24 |
| 3 | Two Sigma Advisers, LLC | 1.32M | 127.10K Increased by +9.64% | Dec 31, 24 |
| 4 | Callodine Capital Management, LP | 1.05M | -947.47K Decreased by -90.02% | Sep 30, 23 |
| 5 | Two Sigma Investments LLC | 914.38K | 178.42K Increased by +19.51% | Dec 31, 24 |
| 6 | Hennion & Walsh Asset Management Inc | 624.24K | -1.12K Decreased by -0.18% | Mar 31, 25 |
| 7 | Advisors Asset Management | 588.31K | -55.08K Decreased by -9.36% | Dec 31, 24 |
| 8 | Morgan Stanley - Brokerage Accounts | 538.18K | 76.21K Increased by +14.16% | Dec 31, 24 |
| 9 | Millennium Management LLC | 437.49K | 437.49K Increased by +100.00% | Dec 31, 24 |
| 10 | Legal & General Group PLC | 432.26K | -39.51K Decreased by -9.14% | Dec 31, 24 |
| 11 | BlackRock Inc | 428.41K | 51.57K Increased by +12.04% | Dec 31, 24 |
| 12 | Truvestments Capital LLC | 382.80K | 20.91K Increased by +5.46% | Dec 31, 24 |
| 13 | Ares Management LLC | 367.04K | -2.29M Decreased by -624.08% | Sep 30, 24 |
| 14 | Universal- Beteiligungs- und Servicegesellschaft mbH | 348.80K | 348.80K Increased by +100.00% | Dec 31, 24 |
| 15 | Confluence Investment Management LLC | 302.56K | 30.00 Increased by +0.01% | Dec 31, 24 |
| 16 | NewEdge Investment Solutions | 286.79K | 3.47K Increased by +1.21% | Dec 31, 24 |
| 17 | NewEdge Wealth, LLC | 283.32K | 12.83K Increased by +4.53% | Sep 30, 24 |
| 18 | First Republic Inv Mgmt Inc | 270.44K | -79.43K Decreased by -29.37% | Sep 30, 23 |
| 19 | Golden Green, Inc. | 252.51K | 4.85K Increased by +1.92% | Sep 30, 23 |
| 20 | Claybrook Capital, LLC | 246.31K | 0.00 Increased by 0.00% | Sep 30, 23 |
| Rank | Holder | Shares | Change | Date reported |
|---|---|---|---|---|
| 1 | Invesco KBW High Dividend Yld Fincl ETF | 1.84M | 0.00 Increased by 0.00% | Mar 31, 25 |
| 2 | iShares Listed Private Eq ETF USD Dist | 284.43K | 0.00 Increased by 0.00% | Mar 31, 25 |
| 3 | First Trust Specialty Finance | 256.00K | 0.00 Increased by 0.00% | Nov 30, 24 |
| 4 | Undrly L&G Pen PMC Multi Asset | 201.79K | 201.79K Increased by +100.00% | Sep 30, 23 |
| 5 | LSV Small Cap Value Institutional | 195.90K | 0.00 Increased by 0.00% | Dec 31, 24 |
| 6 | Virtus Private Credit ETF | 168.86K | 0.00 Increased by 0.00% | Mar 31, 25 |
| 7 | Bridge Builder Small/Mid Cap Value | 163.50K | 0.00 Increased by 0.00% | Mar 31, 25 |
| 8 | Advisors Capital Income w/Growth | 121.81K | -4.52K Decreased by -3.71% | Mar 31, 24 |
| 9 | Undrly L&G Pen PMC Diversified | 119.86K | 119.86K Increased by +100.00% | Dec 31, 23 |
| 10 | BankInvest Børsnoterede Alt. Akk. W | 118.00K | 1.32K Increased by +1.12% | Sep 30, 24 |
| 11 | Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ | 101.43K | -3.18K Decreased by -3.14% | Dec 31, 24 |
| 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% | Dec 31, 24 |
| 16 | LSV Asset Mgt Small/Mid Cap Val Eq (US) | 60.26K | 0.00 Increased by 0.00% | Mar 31, 25 |
| 17 | SEI GMF US Small Coms USD Instl+ H Acc | 51.50K | 0.00 Increased by 0.00% | Nov 30, 23 |
| 18 | SEI Small Cap A (SIIT) | 43.00K | 0.00 Increased by 0.00% | Mar 31, 25 |
| 19 | High Income Securities | 41.60K | 0.00 Increased by 0.00% | Nov 30, 23 |
| 20 | Cambria Micro and Smcp Shld Yld ETF | 41.19K | 0.00 Increased by 0.00% | Aug 30, 24 |