| Rank | Holder | Shares | Change | Date reported |
|---|---|---|---|---|
| 1 | Morgan Stanley - Brokerage Accounts | 17.22M | 1.01M Increased by +5.85% | Sep 30, 25 |
| 2 | Van Eck Associates Corporation | 12.67M | -334.93K Decreased by -2.64% | Dec 31, 25 |
| 3 | JPMorgan Chase & Co | 12.46M | 6.05M Increased by +48.59% | Sep 30, 25 |
| 4 | Bank of America Corp | 8.58M | -102.31K Decreased by -1.19% | Sep 30, 25 |
| 5 | Citadel Advisors Llc | 8.08M | 5.61M Increased by +69.49% | Dec 31, 25 |
| 6 | UBS Group AG | 7.90M | 836.83K Increased by +10.59% | Sep 30, 25 |
| 7 | Legal & General Group PLC | 5.41M | 761.84K Increased by +14.09% | Dec 31, 25 |
| 8 | Generali Asset Management SPA SGR | 5.05M | 0.00 Increased by 0.00% | Dec 31, 25 |
| 9 | Wells Fargo & Co | 4.32M | -12.95K Decreased by -0.30% | Sep 30, 25 |
| 10 | LPL Financial Corp | 4.21M | 144.43K Increased by +3.43% | Dec 31, 25 |
| 11 | OMERS Administration Corp. | 4.06M | 91.59K Increased by +2.25% | Mar 31, 24 |
| 12 | Rockefeller Capital Management L.P. | 4.05M | 2.10M Increased by +51.87% | Jun 30, 25 |
| 13 | Ameriprise Financial Inc | 3.79M | -2.33K Decreased by -0.06% | Sep 30, 25 |
| 14 | International Assets Investment Management, LLC | 3.61M | 3.45M Increased by +95.46% | Sep 30, 24 |
| 15 | Advisors Capital Management, LLC | 3.57M | 423.80K Increased by +11.88% | Dec 31, 25 |
| 16 | Confluence Investment Management LLC | 3.54M | -139.64K Decreased by -3.94% | Dec 31, 25 |
| 17 | Royal Bank of Canada | 3.53M | -3.63M Decreased by -102.79% | Sep 30, 25 |
| 18 | Two Sigma Advisers, LLC | 3.30M | -416.40K Decreased by -12.62% | Jun 30, 25 |
| 19 | BlackRock Inc | 3.24M | 77.71K Increased by +2.40% | Sep 30, 25 |
| 20 | Allen Investment Management LLC | 3.09M | -48.65K Decreased by -1.58% | Dec 31, 25 |
| Rank | Holder | Shares | Change | Date reported |
|---|---|---|---|---|
| 1 | VanEck BDC Income ETF | 11.64M | 0.00 Increased by 0.00% | Feb 28, 26 |
| 2 | iShares Listed Private Eq ETF USD Dist | 2.12M | 0.00 Increased by 0.00% | Feb 28, 26 |
| 3 | Confluence Equity Income | 2.09M | -657.54K Decreased by -31.49% | Dec 31, 25 |
| 4 | Undrly L&G Pen PMC Multi Asset | 1.68M | 184.76K Increased by +10.98% | Sep 30, 23 |
| 5 | Capital Advisors Equity Dividend Strgy | 1.55M | 5.70K Increased by +0.37% | Dec 31, 25 |
| 6 | Putnam BDC Income ETF | 1.50M | -8.86K Decreased by -0.59% | Feb 28, 26 |
| 7 | Dynamic Alternative Yield Series IP | 1.50M | 692.40K Increased by +46.13% | Mar 31, 25 |
| 8 | Advisors Capital Balanced | 1.42M | 54.54K Increased by +3.84% | Dec 31, 25 |
| 9 | Undrly L&G Diversified Life | 1.19M | 6.44K Increased by +0.54% | Dec 31, 24 |
| 10 | Undrly L&G Pen PMC Diversified | 1.19M | 35.99K Increased by +3.03% | Nov 30, 24 |
| 11 | FlexShares® Listed Priv Eq ETF USD Acc | 1.17M | 0.00 Increased by 0.00% | Feb 26, 26 |
| 12 | Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ | 1.14M | 158.89K Increased by +13.95% | Dec 31, 25 |
| 13 | FID DC L&G Diversified Fund | 1.03M | -177.61K Decreased by -17.24% | Jan 31, 26 |
| 14 | Franklin Templeton US High Div Eq MF | 1.01M | 455.20K Increased by +45.08% | Aug 20, 25 |
| 15 | Carnegie Listed Private Equity A | 945.35K | -120.00K Decreased by -12.69% | Feb 28, 26 |
| 16 | Fidelity Dividend Growth | 929.30K | -721.94K Decreased by -77.69% | Jan 31, 26 |
| 17 | Baillie Gifford Diversified Gr A Acc | 853.16K | -168.58K Decreased by -19.76% | Feb 29, 24 |
| 18 | Fidelity Capital Appreciation | 814.86K | 0.00 Increased by 0.00% | Dec 31, 25 |
| 19 | Fidelity® Dividend Growth | 749.00K | 296.70K Increased by +39.61% | Nov 30, 23 |
| 20 | Chartwell Dividend Value | 709.55K | 0.00 Increased by 0.00% | Dec 31, 25 |