| Rank | Holder | Shares | Change | Date reported |
|---|---|---|---|---|
| 1 | Oaktree Capital Management LLC | 9.78M | -1.00M Decreased by -10.23% | Jun 30, 25 |
| 2 | HighTower Advisors, LLC | 1.39M | 147.01K Increased by +10.56% | Jun 30, 25 |
| 3 | Amvescap Plc. | 1.18M | 0.00 Increased by 0.00% | Sep 30, 24 |
| 4 | Alpine Partners VI, LLC | 1.07M | 548.71K Increased by +51.23% | Dec 31, 24 |
| 5 | Bulldog Investors, LLC | 1.04M | 245.01K Increased by +23.55% | Jun 30, 25 |
| 6 | ALLIUM FINANCIAL ADVISORS, LLC | 963.97K | -57.12K Decreased by -5.93% | Jun 30, 25 |
| 7 | Two Sigma Advisers, LLC | 784.00K | 98.40K Increased by +12.55% | Jun 30, 25 |
| 8 | We Are One Seven, LLC | 592.06K | 123.06K Increased by +20.79% | Sep 30, 24 |
| 9 | Two Sigma Investments LLC | 562.06K | 27.68K Increased by +4.92% | Jun 30, 25 |
| 10 | CF Capital LLC | 521.50K | -528.50K Decreased by -101.34% | Jun 30, 25 |
| 11 | Franklin Resources Inc | 461.98K | 1.97K Increased by +0.43% | Jun 30, 25 |
| 12 | CAMBRIDGE Invest RESEARCH ADVISORS, INC. | 439.72K | 439.72K Increased by +100.00% | Mar 31, 25 |
| 13 | Ares Management LLC | 435.88K | -24.06K Decreased by -5.52% | Jun 30, 25 |
| 14 | UBS Group AG | 399.01K | 137.58K Increased by +34.48% | Jun 30, 25 |
| 15 | Bank of America Corp | 379.14K | 93.75K Increased by +24.73% | Jun 30, 25 |
| 16 | Bard Associates Inc | 275.61K | -8.10K Decreased by -2.94% | Jun 30, 25 |
| 17 | Greenwich Investment Management Inc | 270.68K | -19.93K Decreased by -7.36% | Jun 30, 24 |
| 18 | Roumell Asset Management, LLC | 261.90K | 0.00 Increased by 0.00% | Sep 30, 23 |
| 19 | Morgan Stanley - Brokerage Accounts | 248.62K | -83.24K Decreased by -33.48% | Jun 30, 25 |
| 20 | JPMorgan Chase & Co | 245.98K | 159.82K Increased by +64.97% | Mar 31, 24 |
| Rank | Holder | Shares | Change | Date reported |
|---|---|---|---|---|
| 1 | Invesco KBW High Dividend Yld Fincl ETF | 1.18M | 0.00 Increased by 0.00% | Nov 27, 24 |
| 2 | Putnam BDC Income ETF | 457.48K | 0.00 Increased by 0.00% | Aug 31, 25 |
| 3 | Special Opportunities Fund | 359.62K | -38.31K Decreased by -10.65% | Mar 31, 25 |
| 4 | Special Opportunities Fund Inc | 249.29K | 103.88K Increased by +41.67% | Sep 30, 24 |
| 5 | High Income Securities | 229.49K | -27.91K Decreased by -12.16% | Feb 28, 25 |
| 6 | iShares Listed Private Eq ETF USD Dist | 155.92K | 0.00 Increased by 0.00% | Aug 31, 25 |
| 7 | Blue Current US Dividend Growth | 127.84K | 127.84K Increased by +100.00% | Jul 31, 23 |
| 8 | Undrly L&G Pen PMC Multi Asset | 126.94K | 126.94K Increased by +100.00% | Sep 30, 23 |
| 9 | Virtus Private Credit ETF | 122.73K | 0.00 Increased by 0.00% | Aug 29, 25 |
| 10 | Bridgeway Omni Small-Cap Value | 78.40K | 0.00 Increased by 0.00% | Sep 30, 24 |
| 11 | Bridgeway Omni Small-Cap Value N | 78.40K | 0.00 Increased by 0.00% | Sep 30, 24 |
| 12 | Undrly L&G Pen PMC Diversified | 74.02K | 74.02K Increased by +100.00% | Dec 31, 23 |
| 13 | Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ | 70.83K | 9.52K Increased by +13.44% | Jun 30, 25 |
| 14 | First Trust Specialty Finance | 70.00K | 70.00K Increased by +100.00% | Feb 28, 25 |
| 15 | FID DC L&G Diversified Fund | 65.48K | 65.48K Increased by +100.00% | Jun 30, 25 |
| 16 | Mercer Opportunistic Fixed Income Y3 | 54.00K | 0.00 Increased by 0.00% | Jul 31, 25 |
| 17 | SMDS US High Income BDC Mother | 53.22K | 52.94K Increased by +99.48% | May 12, 23 |
| 18 | Sound Enhanced Fixed Income ETF | 48.37K | 0.00 Increased by 0.00% | Aug 29, 25 |
| 19 | EA Bridgeway Omni Small-Cap Value ETF | 40.46K | 0.00 Increased by 0.00% | Apr 30, 24 |
| 20 | Invesco FTSE RAFI US 1500 Small-Mid ETF | 32.17K | 0.00 Increased by 0.00% | Feb 29, 24 |