| Rank | Holder | Shares | Change | Date reported |
|---|---|---|---|---|
| 1 | Oaktree Capital Management LLC | 7.03M | -1.25M Decreased by -17.78% | Dec 31, 25 |
| 2 | Sound Income Strategies | 1.67M | 261.77K Increased by +15.66% | Dec 31, 25 |
| 3 | HighTower Advisors, LLC | 1.31M | -136.06K Decreased by -10.42% | Dec 31, 25 |
| 4 | Bulldog Investors, LLC | 1.20M | 159.59K Increased by +13.29% | Dec 31, 25 |
| 5 | Amvescap Plc. | 1.18M | 0.00 Increased by 0.00% | Sep 30, 24 |
| 6 | CF Capital LLC | 961.33K | -607.72K Decreased by -63.22% | Mar 31, 26 |
| 7 | ALLIUM FINANCIAL ADVISORS, LLC | 760.86K | -195.74K Decreased by -25.73% | Dec 31, 25 |
| 8 | Two Sigma Investments LLC | 635.13K | 32.72K Increased by +5.15% | Dec 31, 25 |
| 9 | Two Sigma Advisers, LLC | 627.80K | -129.90K Decreased by -20.69% | Dec 31, 25 |
| 10 | We Are One Seven, LLC | 592.06K | 123.06K Increased by +20.79% | Sep 30, 24 |
| 11 | Ares Management LLC | 553.12K | 117.24K Increased by +21.20% | Dec 31, 25 |
| 12 | Franklin Resources Inc | 539.75K | 35.09K Increased by +6.50% | Mar 31, 26 |
| 13 | Marshall Wace Asset Management Ltd | 509.23K | 175.47K Increased by +34.46% | Dec 31, 25 |
| 14 | Summit Financial LLC | 473.05K | 50.62K Increased by +10.70% | Dec 31, 25 |
| 15 | Summit Financial, LLC | 473.05K | 50.62K Increased by +10.70% | Dec 31, 25 |
| 16 | CAMBRIDGE Invest RESEARCH ADVISORS, INC. | 439.72K | 439.72K Increased by +100.00% | Mar 31, 25 |
| 17 | Alpine Partners VI, LLC | 407.95K | 407.95K Increased by +100.00% | Sep 30, 25 |
| 18 | UBS Group AG | 343.23K | -295.27K Decreased by -86.03% | Mar 31, 26 |
| 19 | Legal & General Group PLC | 278.03K | 21.45K Increased by +7.72% | Mar 31, 26 |
| 20 | Bard Associates Inc | 275.61K | -8.10K Decreased by -2.94% | Jun 30, 25 |
| 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 | 569.03K | 0.00 Increased by 0.00% | Apr 30, 26 |
| 3 | Special Opportunities Fund | 544.55K | 544.55K Increased by +100.00% | Dec 31, 25 |
| 4 | High Income Securities | 472.50K | 0.00 Increased by 0.00% | Feb 28, 26 |
| 5 | Special Opportunities Fund Inc | 249.29K | 103.88K Increased by +41.67% | Sep 30, 24 |
| 6 | Blue Current US Dividend Growth | 127.84K | 127.84K Increased by +100.00% | Jul 31, 23 |
| 7 | Undrly L&G Pen PMC Multi Asset | 126.94K | 126.94K Increased by +100.00% | Sep 30, 23 |
| 8 | iShares Listed Private Eq ETF USD Dist | 102.26K | 0.00 Increased by 0.00% | Apr 30, 26 |
| 9 | Virtus Private Credit ETF | 82.22K | -2.09K Decreased by -2.54% | Apr 30, 26 |
| 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 | Mercer Opportunistic Fixed Income Y3 | 71.48K | 12.03K Increased by +16.83% | Mar 31, 26 |
| 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 | Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ | 64.38K | 5.59K Increased by +8.69% | Mar 31, 26 |
| 17 | SMDS US High Income BDC Mother | 53.22K | 52.94K Increased by +99.48% | May 12, 23 |
| 18 | Sound Enhanced Fixed Income ETF | 46.33K | 0.00 Increased by 0.00% | Apr 30, 26 |
| 19 | NovaTide Flexible Allocation ETF | 46.24K | 0.00 Increased by 0.00% | Apr 30, 26 |
| 20 | EA Bridgeway Omni Small-Cap Value ETF | 40.46K | 0.00 Increased by 0.00% | Apr 30, 24 |