| Rank | Holder | Shares | Change | Date reported |
|---|---|---|---|---|
| 1 | Morgan Stanley - Brokerage Accounts | 7.18M | -627.99K Decreased by -8.75% | Sep 30, 25 |
| 2 | CI Private Wealth LLC | 6.00M | 2.76M Increased by +46.09% | Dec 31, 25 |
| 3 | Bank of America Corp | 5.69M | -2.13M Decreased by -37.33% | Sep 30, 25 |
| 4 | Van Eck Associates Corporation | 5.15M | 2.72M Increased by +52.85% | Dec 31, 25 |
| 5 | Nomura Asset Management Co Ltd | 3.81M | -96.38K Decreased by -2.53% | Dec 31, 25 |
| 6 | Northeast Financial Consultants, Inc | 3.36M | 216.84K Increased by +6.45% | Jun 30, 25 |
| 7 | Blackstone Inc | 3.21M | 0.00 Increased by 0.00% | Sep 30, 25 |
| 8 | JPMorgan Chase & Co | 2.71M | 1.35M Increased by +49.73% | Sep 30, 25 |
| 9 | UBS Group AG | 2.23M | -1.54M Decreased by -69.02% | Sep 30, 25 |
| 10 | Ensign Peak Advisors Inc | 2.22M | 200.00K Increased by +9.02% | Dec 31, 25 |
| 11 | Generali Asset Management SPA SGR | 2.04M | 0.00 Increased by 0.00% | Dec 31, 25 |
| 12 | Omers Administration Corp | 1.89M | 602.42K Increased by +31.87% | Dec 31, 25 |
| 13 | Wells Fargo & Co | 1.69M | 82.74K Increased by +4.89% | Sep 30, 25 |
| 14 | Sound Income Strategies | 1.58M | 210.92K Increased by +13.38% | Dec 31, 25 |
| 15 | Royal Bank of Canada | 1.46M | -1.42M Decreased by -96.93% | Sep 30, 25 |
| 16 | Creative Planning Inc | 1.42M | -10.83K Decreased by -0.76% | Dec 31, 25 |
| 17 | State of Wisconsin - Board of Commissioners of Public Lands | 1.30M | 0.00 Increased by 0.00% | Sep 30, 23 |
| 18 | CCLA Investment Management Ltd | 1.29M | -973.68K Decreased by -75.62% | Dec 31, 25 |
| 19 | Muzinich & Co Inc | 1.17M | 261.92K Increased by +22.39% | Dec 31, 25 |
| 20 | 1832 Asset Management L.P | 1.17M | 600.15K Increased by +51.46% | Jun 30, 25 |
| Rank | Holder | Shares | Change | Date reported |
|---|---|---|---|---|
| 1 | VanEck BDC Income ETF | 4.50M | 0.00 Increased by 0.00% | Feb 28, 26 |
| 2 | Dynamic Alternative Yield Series IP | 1.10M | 800.00K Increased by +72.73% | May 31, 25 |
| 3 | Fidelity Capital Appreciation | 724.25K | -307.38K Decreased by -42.44% | Jan 31, 26 |
| 4 | Hudson Edge Core Plus Fixed Income | 665.00K | 665.00K Increased by +100.00% | Dec 31, 25 |
| 5 | Putnam BDC Income ETF | 560.06K | -3.30K Decreased by -0.59% | Feb 28, 26 |
| 6 | CCLA COIF Charities Investment Acc | 486.63K | -377.25K Decreased by -77.52% | Dec 31, 25 |
| 7 | Baillie Gifford Diversified Gr B2 Acc | 377.94K | -30.88K Decreased by -8.17% | Mar 31, 25 |
| 8 | AB Relative Value A | 371.38K | 0.00 Increased by 0.00% | Jul 31, 25 |
| 9 | AllianceBernstein US Relative Val Eq(CF) | 371.38K | -18.67K Decreased by -5.03% | Jun 30, 25 |
| 10 | Macquarie Income Opportunities | 344.31K | 121.00 Increased by +0.04% | Mar 31, 25 |
| 11 | Advisors Capital Income w/Growth | 304.54K | -21.82K Decreased by -7.17% | Dec 31, 25 |
| 12 | CCLA COIF Charities Ethical Invmt Acc | 294.84K | -338.43K Decreased by -114.78% | Dec 31, 25 |
| 13 | CCLA CBF CoE Investment Acc | 277.48K | -201.24K Decreased by -72.53% | Dec 31, 25 |
| 14 | Columbia Flexible Capital Income Inst | 275.00K | 27.63K Increased by +10.05% | Feb 28, 26 |
| 15 | Columbus Macro Alternative High-Yield | 235.40K | -75.02K Decreased by -31.87% | Dec 31, 25 |
| 16 | SAM All-Weather | 230.52K | 230.52K Increased by +100.00% | Dec 31, 25 |
| 17 | Dunas Valor Flexible I FI | 226.97K | 109.54K Increased by +48.26% | Sep 30, 25 |
| 18 | Tri-Continental Corporation | 225.00K | 29.40K Increased by +13.07% | Feb 28, 26 |
| 19 | AB VPS Relative Value A | 223.76K | 7.76K Increased by +3.47% | Jul 31, 25 |
| 20 | Loomis Sayles Core | 205.00K | -240.00K Decreased by -117.07% | Jun 30, 24 |