| Rank | Holder | Shares | Change | Date reported |
|---|---|---|---|---|
| 1 | Ares Management LLC | 3.64M | -1.07M Decreased by -29.29% | Sep 30, 23 |
| 2 | LSV Asset Management | 2.10M | 295.06K Increased by +14.04% | Sep 30, 23 |
| 3 | Amvescap Plc. | 1.83M | 0.00 Increased by 0.00% | Sep 30, 23 |
| 4 | Millennium Management LLC | 1.13M | -221.17K Decreased by -19.51% | Sep 30, 23 |
| 5 | Callodine Capital Management, LP | 1.05M | -947.47K Decreased by -90.02% | Sep 30, 23 |
| 6 | Two Sigma Investments LLC | 765.35K | 255.55K Increased by +33.39% | Sep 30, 23 |
| 7 | Two Sigma Advisers, LLC | 696.22K | 214.70K Increased by +30.84% | Sep 30, 23 |
| 8 | Advisors Asset Management | 660.87K | 45.15K Increased by +6.83% | Sep 30, 23 |
| 9 | Morgan Stanley - Brokerage Accounts | 659.32K | -15.94K Decreased by -2.42% | Sep 30, 23 |
| 10 | Confluence Investment Management LLC | 639.47K | -55.77K Decreased by -8.72% | Sep 30, 23 |
| 11 | Legal & General Group PLC | 472.35K | 742.00 Increased by +0.16% | Sep 30, 23 |
| 12 | BlackRock Inc | 326.02K | -89.38K Decreased by -27.41% | Sep 30, 23 |
| 13 | First Republic Inv Mgmt Inc | 270.44K | -79.43K Decreased by -29.37% | Sep 30, 23 |
| 14 | Golden Green, Inc. | 252.51K | 4.85K Increased by +1.92% | Sep 30, 23 |
| 15 | Claybrook Capital, LLC | 246.31K | 0.00 Increased by 0.00% | Sep 30, 23 |
| 16 | Condor Capital Management | 244.19K | 26.95K Increased by +11.04% | Sep 30, 23 |
| 17 | Legacy Capital Wealth Partners, LLC | 207.52K | 196.53K Increased by +94.71% | Sep 30, 23 |
| 18 | Advisors Capital Management, LLC | 203.96K | -5.79K Decreased by -2.84% | Sep 30, 23 |
| 19 | Hennion & Walsh Asset Management Inc | 188.99K | 146.68K Increased by +77.61% | Sep 30, 23 |
| 20 | Advisor Group Holdings, Inc. | 178.28K | 58.46K Increased by +32.79% | Sep 30, 23 |
| Rank | Holder | Shares | Change | Date reported |
|---|---|---|---|---|
| 1 | Invesco KBW High Dividend Yld Fincl ETF | 1.82M | 6.00K Increased by +0.33% | Nov 30, 23 |
| 2 | First Trust Specialty Finance | 600.00K | -56.00K Decreased by -9.33% | Aug 31, 23 |
| 3 | iShares Listed Private Eq ETF USD Dist | 221.29K | 3.12K Increased by +1.41% | Nov 30, 23 |
| 4 | Undrly L&G Pen PMC Multi Asset | 201.79K | 201.79K Increased by +100.00% | Sep 30, 23 |
| 5 | LSV Small Cap Value Institutional | 195.90K | 0.00 Increased by 0.00% | Sep 30, 23 |
| 6 | Bridge Builder Small/Mid Cap Value | 163.50K | 0.00 Increased by 0.00% | Nov 30, 23 |
| 7 | Advisors Capital Income w/Growth | 147.07K | -4.01K Decreased by -2.73% | Sep 30, 23 |
| 8 | Catalyst/SMH Total Return Income A | 99.13K | 0.00 Increased by 0.00% | Sep 30, 23 |
| 9 | Nikko Active BDC Mother | 84.29K | -37.13K Decreased by -44.05% | May 22, 23 |
| 10 | Nikko High Income BDC Mother Fund | 83.86K | -37.13K Decreased by -44.27% | May 22, 23 |
| 11 | Virtus Private Credit ETF | 60.67K | 0.00 Increased by 0.00% | Nov 30, 23 |
| 12 | SEI Small Cap A (SIIT) | 55.40K | 0.00 Increased by 0.00% | Nov 30, 23 |
| 13 | SEI GMF US Small Coms USD Instl+ H Acc | 51.50K | 0.00 Increased by 0.00% | Nov 30, 23 |
| 14 | SEI Small Cap Value F (SIMT) | 49.20K | -10.48K Decreased by -21.30% | Nov 30, 23 |
| 15 | High Income Securities | 41.60K | -212.20K Decreased by -510.09% | May 31, 23 |
| 16 | LSV U.S. Small Cap Value Equity Tier 7 | 40.90K | 0.00 Increased by 0.00% | Nov 30, 23 |
| 17 | LSV US Small Cap Value Equity Tier 5 | 40.90K | 0.00 Increased by 0.00% | Sep 30, 23 |
| 18 | Mediobanca SICAV PE Strat C | 39.83K | 0.00 Increased by 0.00% | Nov 30, 23 |
| 19 | Indosuez Funds America Small&Mid Caps G | 39.59K | 1.25K Increased by +3.15% | Oct 31, 23 |
| 20 | Confluence BDC-Wrap | 34.81K | 1.77K Increased by +5.08% | Sep 30, 23 |