| Rank | Holder | Shares | Change | Date reported |
|---|---|---|---|---|
| 1 | Oaktree Capital Management LLC | 10.78M | 0.00 Increased by 0.00% | Mar 31, 25 |
| 2 | HighTower Advisors, LLC | 1.25M | 33.27K Increased by +2.67% | Mar 31, 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 | CF Capital LLC | 1.05M | 202.34K Increased by +19.27% | Mar 31, 25 |
| 6 | ALLIUM FINANCIAL ADVISORS, LLC | 1.02M | 1.02M Increased by +100.00% | Mar 31, 25 |
| 7 | Bulldog Investors, LLC | 802.39K | 472.80K Increased by +58.92% | Dec 31, 24 |
| 8 | Two Sigma Advisers, LLC | 685.60K | 495.10K Increased by +72.21% | Mar 31, 25 |
| 9 | We Are One Seven, LLC | 592.06K | 123.06K Increased by +20.79% | Sep 30, 24 |
| 10 | Two Sigma Investments LLC | 534.38K | 266.07K Increased by +49.79% | Mar 31, 25 |
| 11 | UBS Group AG | 479.66K | 169.99K Increased by +35.44% | Dec 31, 24 |
| 12 | Franklin Resources Inc | 460.00K | 253.69K Increased by +55.15% | Mar 31, 25 |
| 13 | Ares Management LLC | 459.94K | 20.00K Increased by +4.35% | Mar 31, 25 |
| 14 | CAMBRIDGE Invest RESEARCH ADVISORS, INC. | 439.72K | 439.72K Increased by +100.00% | Mar 31, 25 |
| 15 | Morgan Stanley - Brokerage Accounts | 331.86K | 161.72K Increased by +48.73% | Mar 31, 25 |
| 16 | Bank of America Corp | 285.39K | 223.42K Increased by +78.29% | Mar 31, 25 |
| 17 | Bard Associates Inc | 284.04K | -3.50K Decreased by -1.23% | Dec 31, 24 |
| 18 | Greenwich Investment Management Inc | 270.68K | -19.93K Decreased by -7.36% | Jun 30, 24 |
| 19 | Roumell Asset Management, LLC | 261.90K | 0.00 Increased by 0.00% | Sep 30, 23 |
| 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 | 460.76K | 2.03K Increased by +0.44% | Apr 30, 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 | 156.68K | 0.00 Increased by 0.00% | May 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 | 104.38K | 0.00 Increased by 0.00% | May 30, 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 | First Trust Specialty Finance | 70.00K | 70.00K Increased by +100.00% | Feb 28, 25 |
| 14 | Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ | 61.31K | 1.44K Increased by +2.34% | Mar 31, 25 |
| 15 | Mercer Opportunistic Fixed Income Y3 | 54.00K | 54.00K Increased by +100.00% | Apr 30, 25 |
| 16 | SMDS US High Income BDC Mother | 53.22K | 52.94K Increased by +99.48% | May 12, 23 |
| 17 | Sound Enhanced Fixed Income ETF | 45.82K | 0.00 Increased by 0.00% | May 30, 25 |
| 18 | EA Bridgeway Omni Small-Cap Value ETF | 40.46K | 0.00 Increased by 0.00% | Apr 30, 24 |
| 19 | Invesco FTSE RAFI US 1500 Small-Mid ETF | 32.17K | 0.00 Increased by 0.00% | Feb 29, 24 |
| 20 | Barron's 400 ETF | 28.71K | 0.00 Increased by 0.00% | Aug 30, 24 |