| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Van Eck Associates Corporation | 1.79M (2.25%) | 39.29K Increased by +2.20% | Dec 31, 25 |
| 2 | Melia Wealth LLC | 1.19M (1.50%) | 14.22K Increased by +1.19% | Dec 31, 25 |
| 3 | Greenwich Investment Management Inc | 1.14M (1.44%) | -87.44K Decreased by -7.64% | Jun 30, 24 |
| 4 | Rockefeller Capital Management L.P. | 964.55K (1.21%) | 48.76K Increased by +5.06% | Dec 31, 25 |
| 5 | Sound Income Strategies | 944.95K (1.19%) | 943.35K Increased by +99.83% | Dec 31, 25 |
| 6 | Amvescap Plc. | 838.94K (1.06%) | 742.00 Increased by +0.09% | Sep 30, 25 |
| 7 | Emerald Advisers, LLC | 809.81K (1.02%) | 3.64K Increased by +0.45% | Dec 31, 25 |
| 8 | UBS Group AG | 806.90K (1.02%) | 215.58K Increased by +26.72% | Sep 30, 25 |
| 9 | Eagle Point Credit Management LLC | 727.44K (0.92%) | 727.44K Increased by +100.00% | Dec 31, 25 |
| 10 | Two Sigma Advisers, LLC | 709.50K (0.89%) | -384.10K Decreased by -54.14% | Jun 30, 25 |
| 11 | Round Rock Advisors, LLC | 580.62K (0.73%) | 47.69K Increased by +8.21% | Jun 30, 25 |
| 12 | Franklin Resources Inc | 566.26K (0.71%) | 59.09K Increased by +10.43% | Sep 30, 25 |
| 13 | Emerald Mutual Fund Advisers Trust | 549.26K (0.69%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 14 | Ares Management LLC | 545.72K (0.69%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 15 | BlackRock Inc | 483.59K (0.61%) | 168.32K Increased by +34.81% | Sep 30, 25 |
| 16 | Marshall Wace Asset Management Ltd | 445.22K (0.56%) | -706.05K Decreased by -158.58% | Dec 31, 25 |
| 17 | Stifel Financial Corp | 431.29K (0.54%) | 8.12K Increased by +1.88% | Sep 30, 25 |
| 18 | LPL Financial Corp | 408.68K (0.51%) | -108.74K Decreased by -26.61% | Dec 31, 25 |
| 19 | Qube Research & Technologies | 404.99K (0.51%) | -69.47K Decreased by -17.15% | Dec 31, 25 |
| 20 | Two Sigma Investments LLC | 390.01K (0.49%) | -596.17K Decreased by -152.86% | Dec 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | VanEck BDC Income ETF | 1.22M (1.54%) | -2.27K Decreased by -0.19% | Mar 31, 26 |
| 2 | Invesco KBW High Dividend Yld Fincl ETF | 912.33K (1.15%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 3 | Putnam BDC Income ETF | 739.40K (0.93%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 4 | Emerald Growth A | 338.79K (0.43%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 5 | T. Rowe Price Financial Services | 337.60K (0.43%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 6 | iShares Listed Private Eq ETF USD Dist | 293.72K (0.37%) | -968.00 Decreased by -0.33% | Mar 31, 26 |
| 7 | GraniteShares HIPS US High Income ETF | 202.56K (0.26%) | 0.00 Increased by 0.00% | Aug 29, 25 |
| 8 | Kennedy Micro Cap | 180.45K (0.23%) | -1.21K Decreased by -0.67% | Dec 31, 25 |
| 9 | Principal SmallCap Growth I Instl | 179.52K (0.23%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 10 | T. Rowe Price Small-Mid Cap ETF | 179.03K (0.23%) | 1.49K Increased by +0.83% | Mar 31, 26 |
| 11 | T. Rowe Price Integrated US SMCC Eq I | 144.57K (0.18%) | 2.36K Increased by +1.63% | Jan 31, 26 |
| 12 | T. Rowe Price Integr US Sm-MidCapCore Eq | 142.21K (0.18%) | 142.21K Increased by +100.00% | Dec 31, 25 |
| 13 | Kennedy Micro Cap Opportunities | 138.55K (0.17%) | 45.70K Increased by +32.98% | Dec 31, 25 |
| 14 | Empower Small Cap Growth/Emerald SP | 103.58K (0.13%) | -2.00K Decreased by -1.93% | Mar 31, 25 |
| 15 | Small Cap Growth / Emerald Fund SP | 103.58K (0.13%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 16 | FlexShares® Listed Priv Eq ETF USD Acc | 102.19K (0.13%) | 0.00 Increased by 0.00% | Feb 26, 26 |
| 17 | Small Cap Growth / Emerald SP | 93.70K (0.12%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 18 | VanEck Global Listed Priv Crdt AUD H ETF | 89.24K (0.11%) | 1.70K Increased by +1.90% | Mar 31, 25 |
| 19 | SPDR® SSGA US Small Cap Low Volatil ETF | 80.48K (0.10%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 20 | Eagle Point Enhanced Income Trust AA | 74.90K (0.09%) | 74.90K Increased by +100.00% | Dec 31, 25 |