| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | King Luther Capital Management Corp | 3.07M (7.70%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 2 | CIBC Bancorp USA Inc. | 2.05M (5.14%) | 2.05M Increased by +100.00% | Mar 31, 26 |
| 3 | Atlantic Trust Group, LLC | 2.03M (5.10%) | 226.60K Increased by +11.14% | Dec 31, 25 |
| 4 | American Century Companies Inc | 1.49M (3.73%) | -64.54K Decreased by -4.34% | Mar 31, 26 |
| 5 | Energy Income Partners, LLC | 1.45M (3.63%) | 312.12K Increased by +21.54% | Mar 31, 26 |
| 6 | Morgan Stanley - Brokerage Accounts | 1.04M (2.61%) | 323.27K Increased by +31.07% | Mar 31, 26 |
| 7 | The Goldman Sachs Group Inc | 744.06K (1.87%) | -159.15K Decreased by -21.39% | Mar 31, 26 |
| 8 | Swank Energy Income Advisors, LP | 581.00K (1.46%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 9 | First Trust Advisors L.P. | 517.60K (1.30%) | 10.88K Increased by +2.10% | Mar 31, 26 |
| 10 | ING Groep NV | 504.00K (1.26%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 11 | JPMorgan Chase & Co | 481.66K (1.21%) | -41.89K Decreased by -8.70% | Mar 31, 26 |
| 12 | Bank of America Corp | 374.78K (0.94%) | 270.46K Increased by +72.17% | Mar 31, 26 |
| 13 | Pin Oak Investment Advisors Inc | 360.53K (0.90%) | 5.20K Increased by +1.44% | Mar 31, 26 |
| 14 | LuminArx Capital Management LP | 354.26K (0.89%) | 354.26K Increased by +100.00% | Dec 31, 25 |
| 15 | Citadel Advisors Llc | 339.67K (0.85%) | 102.28K Increased by +30.11% | Mar 31, 26 |
| 16 | Stifel Financial Corp | 335.31K (0.84%) | 180.81K Increased by +53.92% | Mar 31, 26 |
| 17 | Global Endowment Management, LP | 333.82K (0.84%) | -1.53M Decreased by -459.67% | Mar 31, 26 |
| 18 | SMH Capital Inc. | 279.13K (0.70%) | 279.13K Increased by +100.00% | Mar 31, 26 |
| 19 | Deroy & Devereaux Private Invmt Coun Inc | 206.50K (0.52%) | 40.50K Increased by +19.61% | Mar 31, 26 |
| 20 | Wells Fargo & Co | 160.44K (0.40%) | -15.78K Decreased by -9.84% | Mar 31, 26 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | American Century Small Cap Value Inv | 885.00K (2.22%) | -93.35K Decreased by -10.55% | Mar 31, 26 |
| 2 | American Century U.S. Small Cap Value | 885.00K (2.22%) | -93.35K Decreased by -10.55% | Mar 31, 26 |
| 3 | FT Energy Income Partners Strategy ETF | 531.75K (1.33%) | 0.00 Increased by 0.00% | May 31, 26 |
| 4 | Multi-Asset Diversified Income ETF | 529.42K (1.33%) | 0.00 Increased by 0.00% | May 31, 26 |
| 5 | FT Energy Income Ptnrs Enh Inc ETF | 414.67K (1.04%) | 0.00 Increased by 0.00% | May 31, 26 |
| 6 | NXG Cushing Midstream Energy ord | 330.00K (0.83%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 7 | NXG NextGen Infrastructure Inc | 201.00K (0.50%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 8 | Bridge Builder Small/Mid Cap Value | 182.02K (0.46%) | 5.30K Increased by +2.91% | May 31, 26 |
| 9 | American Century Small Cap Dividend G | 154.29K (0.39%) | -17.73K Decreased by -11.49% | Mar 31, 26 |
| 10 | EIP Growth and Income I | 72.08K (0.18%) | 16.50K Increased by +22.89% | Jan 31, 26 |
| 11 | NCIT American Century Small Cap Inc Cl B | 66.19K (0.17%) | 0.00 Increased by 0.00% | May 31, 26 |
| 12 | American Century Small Cap Value IS SP | 59.29K (0.15%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 13 | LoCorr Spectrum Income I | 56.27K (0.14%) | 37.77K Increased by +67.13% | Mar 31, 26 |
| 14 | GuideStone Funds Small Cap Equity Instl | 35.50K (0.09%) | 17.71K Increased by +49.87% | May 31, 26 |
| 15 | VY® American Century Sm-Mid Cp Val I | 21.63K (0.05%) | 0.00 Increased by 0.00% | Apr 30, 26 |
| 16 | Arrow Dow Jones Global Yield ETF | 16.96K (0.04%) | 0.00 Increased by 0.00% | May 29, 26 |
| 17 | MML VIP Amer Century Small Co Val Cl II | 13.96K (0.04%) | 1.00K Increased by +7.16% | Mar 31, 26 |
| 18 | Virtus U.S. Dividend ETF | 5.18K (0.01%) | 0.00 Increased by 0.00% | May 29, 26 |
| 19 | CWA Inst'l Natural Resource Income | 2.73K (0.01%) | 2.73K Increased by +100.00% | Dec 31, 25 |
| 20 | Aptus Impact Series Moderate | 345.00 (0.00%) | 8.00 Increased by +2.32% | Mar 31, 26 |