| Rank | Holder | Shares | Change | Date reported |
|---|---|---|---|---|
| 1 | Sixth Street Partners Management Company, L.P. | 2.71M | 0.00 Increased by 0.00% | Dec 31, 25 |
| 2 | Sound Income Strategies | 2.51M | 108.71K Increased by +4.33% | Dec 31, 25 |
| 3 | Progeny 3, Inc. | 2.48M | 0.00 Increased by 0.00% | Dec 31, 25 |
| 4 | Burgundy Asset Management Ltd | 2.36M | -16.88K Decreased by -0.71% | Sep 30, 25 |
| 5 | Van Eck Associates Corporation | 2.34M | -187.14K Decreased by -7.99% | Dec 31, 25 |
| 6 | STRS OHIO | 2.15M | 49.99K Increased by +2.32% | Dec 31, 25 |
| 7 | Morgan Stanley - Brokerage Accounts | 2.00M | 131.33K Increased by +6.55% | Sep 30, 25 |
| 8 | JPMorgan Chase & Co | 1.99M | 1.04M Increased by +52.56% | Sep 30, 25 |
| 9 | Allen Investment Management LLC | 1.56M | 1.58K Increased by +0.10% | Dec 31, 25 |
| 10 | Ares Management LLC | 1.35M | -40.00K Decreased by -2.95% | Dec 31, 25 |
| 11 | UBS Group AG | 1.32M | 130.59K Increased by +9.92% | Sep 30, 25 |
| 12 | Wells Fargo & Co | 1.22M | -16.09K Decreased by -1.31% | Sep 30, 25 |
| 13 | Callodine Capital Management, LP | 1.10M | 230.56K Increased by +20.92% | Dec 31, 25 |
| 14 | Muzinich & Co Inc | 992.90K | 245.94K Increased by +24.77% | Dec 31, 25 |
| 15 | Partners Group Holding AG Junk | 843.20K | 408.42K Increased by +48.44% | Dec 31, 23 |
| 16 | Cliffwater LLC | 821.25K | -151.60K Decreased by -18.46% | Dec 31, 23 |
| 17 | BlackRock Inc | 811.43K | 115.42K Increased by +14.22% | Sep 30, 25 |
| 18 | LSV Asset Management | 791.21K | -181.50K Decreased by -22.94% | Dec 31, 25 |
| 19 | 1832 Asset Management L.P | 775.00K | -504.00K Decreased by -65.03% | Sep 30, 24 |
| 20 | Advisors Capital Management, LLC | 767.49K | 20.76K Increased by +2.71% | Dec 31, 25 |
| Rank | Holder | Shares | Change | Date reported |
|---|---|---|---|---|
| 1 | Sound Income Strategies Core Plus SMA | 2.00M | 99.60K Increased by +4.99% | Dec 31, 25 |
| 2 | VanEck BDC Income ETF | 1.78M | 0.00 Increased by 0.00% | Feb 28, 26 |
| 3 | Columbus Macro Alternative High-Yield | 548.48K | 35.94K Increased by +6.55% | Dec 31, 25 |
| 4 | Putnam BDC Income ETF | 529.59K | -3.12K Decreased by -0.59% | Feb 28, 26 |
| 5 | iShares Listed Private Eq ETF USD Dist | 499.77K | 0.00 Increased by 0.00% | Feb 28, 26 |
| 6 | Dynamic Alternative Yield Series IP | 495.35K | 495.35K Increased by +100.00% | May 31, 25 |
| 7 | Advisors Capital Income w/Growth | 413.87K | 16.91K Increased by +4.09% | Dec 31, 25 |
| 8 | Sound Income Strategies Income Plus SMA | 379.47K | 18.92K Increased by +4.99% | Dec 31, 25 |
| 9 | Burgundy Smaller Companies | 318.53K | -8.66K Decreased by -2.72% | Dec 31, 25 |
| 10 | Burgundy US Small Cap Value Composite | 318.53K | -8.66K Decreased by -2.72% | Dec 31, 25 |
| 11 | Baillie Gifford Diversified Gr B2 Acc | 278.89K | 48.10K Increased by +17.25% | Mar 31, 25 |
| 12 | Undrly L&G Pen PMC Multi Asset | 269.37K | 23.91K Increased by +8.88% | Sep 30, 23 |
| 13 | Partners Group Listed Priv Eq EUR I Acc | 246.47K | 0.00 Increased by 0.00% | Aug 31, 23 |
| 14 | Neuberger Berman Capital Group EI (PAM) | 237.13K | -2.71K Decreased by -1.14% | Dec 31, 25 |
| 15 | JH Financial Opportunities | 228.21K | 0.00 Increased by 0.00% | Jan 31, 26 |
| 16 | John Hancock Financial Opportunities Fund | 228.21K | 0.00 Increased by 0.00% | Mar 31, 25 |
| 17 | TrueShares Active Yield ETF | 208.51K | 192.92K Increased by +92.52% | May 30, 25 |
| 18 | Nikko High Income BDC Mother Fund | 204.94K | 54.62K Increased by +26.65% | Nov 20, 24 |
| 19 | ONE1797 - Listed Participations C Cap | 190.00K | -45.00K Decreased by -23.68% | Feb 28, 26 |
| 20 | Burgundy US Small / Mid Cap Composite | 185.91K | -4.01K Decreased by -2.16% | Dec 31, 25 |