| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | T. Rowe Price Associates, Inc. | 2.57M (2.97%) | -928.79K Decreased by -36.11% | Sep 30, 25 |
| 2 | CI Private Wealth LLC | 1.78M (2.06%) | 1.76M Increased by +98.74% | Dec 31, 25 |
| 3 | Burgundy Asset Management Ltd | 1.15M (1.33%) | 17.20K Increased by +1.49% | Dec 31, 24 |
| 4 | Van Eck Associates Corporation | 1.13M (1.31%) | -1.32M Decreased by -116.21% | Dec 31, 25 |
| 5 | Morgan Stanley - Brokerage Accounts | 986.45K (1.14%) | -25.63K Decreased by -2.60% | Sep 30, 25 |
| 6 | UBS Group AG | 866.88K (1.00%) | 534.37K Increased by +61.64% | Sep 30, 25 |
| 7 | JPMorgan Chase & Co | 764.90K (0.88%) | 564.18K Increased by +73.76% | Sep 30, 25 |
| 8 | Legal & General Group PLC | 719.97K (0.83%) | 95.18K Increased by +13.22% | Dec 31, 25 |
| 9 | JONES FINANCIAL COMPANIES LLLP | 590.61K (0.68%) | 589.31K Increased by +99.78% | Mar 31, 25 |
| 10 | Adell Harriman & Carpenter Inc | 478.44K (0.55%) | 23.94K Increased by +5.00% | Dec 31, 25 |
| 11 | Amvescap Plc. | 444.64K (0.51%) | -62.74K Decreased by -14.11% | Sep 30, 25 |
| 12 | T. Rowe Price Investment Management,Inc. | 442.13K (0.51%) | -50.18K Decreased by -11.35% | Dec 31, 23 |
| 13 | Muzinich & Co Inc | 440.01K (0.51%) | 72.87K Increased by +16.56% | Dec 31, 25 |
| 14 | LPL Financial Corp | 348.38K (0.40%) | -33.94K Decreased by -9.74% | Dec 31, 25 |
| 15 | Sound Income Strategies | 336.03K (0.39%) | -801.00 Decreased by -0.24% | Dec 31, 25 |
| 16 | Sumitomo Mitsui Trust Group Inc | 334.54K (0.39%) | 47.29K Increased by +14.14% | Sep 30, 25 |
| 17 | Franklin Resources Inc | 322.63K (0.37%) | 15.99K Increased by +4.96% | Sep 30, 25 |
| 18 | Jane Street Group LLC | 314.65K (0.36%) | 314.65K Increased by +100.00% | Dec 31, 25 |
| 19 | Goldman Sachs Group Inc | 297.30K (0.34%) | 160.09K Increased by +53.85% | Dec 31, 23 |
| 20 | CHILDRESS CAPITAL ADVISORS, LLC | 293.73K (0.34%) | 182.97K Increased by +62.29% | Dec 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | T. Rowe Price US Mid-Cap Value Equity | 1.45M (1.67%) | 25.84K Increased by +1.79% | Dec 31, 25 |
| 2 | T. Rowe Price Mid-Cap Value | 1.39M (1.61%) | -54.98K Decreased by -3.95% | Jan 31, 26 |
| 3 | T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z | 986.70K (1.14%) | -54.37K Decreased by -5.51% | Mar 31, 25 |
| 4 | T. Rowe Price U.S. Mid-Cap Val Eq Tr-D | 891.70K (1.03%) | 55.96K Increased by +6.28% | Dec 31, 25 |
| 5 | VanEck BDC Income ETF | 794.86K (0.92%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 6 | Invesco High Yield Eq Div Achiev™ ETF | 353.88K (0.41%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 7 | Putnam BDC Income ETF | 295.00K (0.34%) | -1.74K Decreased by -0.59% | Feb 28, 26 |
| 8 | T. Rowe Price Small-Cap Value | 276.03K (0.32%) | -49.00K Decreased by -17.75% | Dec 31, 23 |
| 9 | Undrly L&G Pen PMC Multi Asset | 250.90K (0.29%) | 16.48K Increased by +6.57% | Sep 30, 23 |
| 10 | Loomis Sayles Core | 235.00K (0.27%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 11 | Loomis Sayles Core Fixed Income Trust B | 235.00K (0.27%) | 235.00K Increased by +100.00% | Jun 30, 25 |
| 12 | American Funds SMALLCAP World A | 213.24K (0.25%) | 2.89K Increased by +1.36% | Jun 30, 25 |
| 13 | Burgundy US Small Cap Value Composite | 210.78K (0.24%) | 1.73K Increased by +0.82% | Dec 31, 24 |
| 14 | Undrly L&G Pen PMC Diversified | 161.23K (0.19%) | 1.12K Increased by +0.69% | Sep 30, 24 |
| 15 | T. Rowe Price U.S. SC Value Eq Tr-Z | 159.07K (0.18%) | -1.60K Decreased by -1.01% | Dec 31, 23 |
| 16 | FID DC L&G Diversified Fund | 152.65K (0.18%) | 7.55K Increased by +4.95% | Nov 30, 25 |
| 17 | Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ | 144.81K (0.17%) | 19.65K Increased by +13.57% | Dec 31, 25 |
| 18 | Loomis Sayles Intermediate Duration FI | 141.00K (0.16%) | -79.00K Decreased by -56.03% | Dec 31, 25 |
| 19 | Nikko High Income BDC Mother Fund | 124.67K (0.14%) | 31.10K Increased by +24.95% | Nov 20, 24 |
| 20 | JHFunds2 Mid Value NAV | 120.96K (0.14%) | 0.00 Increased by 0.00% | Jan 31, 26 |