| Rank | Holder | Shares | Change | Date reported |
|---|---|---|---|---|
| 1 | STRS OHIO | 3.06M | 79.74K Increased by +2.61% | Sep 30, 23 |
| 2 | Sixth Street Partners Management Company, L.P. | 2.71M | 0.00 Increased by 0.00% | Sep 30, 23 |
| 3 | Burgundy Asset Management Ltd | 1.99M | 22.73K Increased by +1.14% | Sep 30, 23 |
| 4 | Morgan Stanley - Brokerage Accounts | 1.94M | 164.35K Increased by +8.46% | Sep 30, 23 |
| 5 | Progeny 3, Inc. | 1.90M | 53.54K Increased by +2.82% | Sep 30, 23 |
| 6 | Sound Income Strategies | 1.84M | 49.77K Increased by +2.70% | Sep 30, 23 |
| 7 | Van Eck Associates Corporation | 1.45M | 95.27K Increased by +6.59% | Sep 30, 23 |
| 8 | Callodine Capital Management, LP | 1.41M | 75.00K Increased by +5.32% | Sep 30, 23 |
| 9 | Wells Fargo & Co | 1.28M | -124.47K Decreased by -9.70% | Sep 30, 23 |
| 10 | 1832 Asset Management L.P | 1.00M | 588.30K Increased by +58.83% | Sep 30, 23 |
| 11 | LSV Asset Management | 983.61K | 1.50K Increased by +0.15% | Sep 30, 23 |
| 12 | Cliffwater LLC | 972.85K | 205.66K Increased by +21.14% | Sep 30, 23 |
| 13 | JPMorgan Chase & Co | 957.53K | 84.05K Increased by +8.78% | Sep 30, 23 |
| 14 | Bank of America Corp | 825.40K | 61.98K Increased by +7.51% | Sep 30, 23 |
| 15 | LGT Capital Partners Ltd. | 810.00K | 0.00 Increased by 0.00% | Sep 30, 23 |
| 16 | Ares Management LLC | 775.90K | -15.00K Decreased by -1.93% | Sep 30, 23 |
| 17 | Advisors Capital Management, LLC | 682.87K | 27.69K Increased by +4.05% | Sep 30, 23 |
| 18 | Legal & General Group PLC | 630.53K | 34.43K Increased by +5.46% | Sep 30, 23 |
| 19 | Greenwich Investment Management Inc | 581.87K | -17.84K Decreased by -3.07% | Sep 30, 23 |
| 20 | Neuberger Berman Group LLC | 541.58K | 11.92K Increased by +2.20% | Sep 30, 23 |
| Rank | Holder | Shares | Change | Date reported |
|---|---|---|---|---|
| 1 | Sound Income Strategies Core Plus SMA | 2.01M | 1.97M Increased by +98.14% | Dec 31, 23 |
| 2 | VanEck BDC Income ETF | 1.60M | 0.00 Increased by 0.00% | Dec 30, 23 |
| 3 | Dynamic Alternative Yield Series IP | 1.00M | 243.80K Increased by +24.38% | Sep 30, 23 |
| 4 | Sound Income Strategies Income Plus SMA | 381.57K | 344.26K Increased by +90.22% | Dec 31, 23 |
| 5 | Advisors Capital Income w/Growth | 326.59K | 16.48K Increased by +5.05% | Sep 30, 23 |
| 6 | Burgundy Smaller Companies | 286.84K | 0.00 Increased by 0.00% | Dec 31, 23 |
| 7 | Burgundy US Small Cap Value Composite | 270.95K | 270.95K Increased by +100.00% | Jun 30, 23 |
| 8 | Undrly L&G Pen PMC Multi Asset | 269.37K | 23.91K Increased by +8.88% | Sep 30, 23 |
| 9 | Neuberger Berman Capital Group EI (PAM) | 247.42K | 945.00 Increased by +0.38% | Sep 30, 23 |
| 10 | Partners Group Listed Priv Eq EUR I Acc | 246.47K | 0.00 Increased by 0.00% | Aug 31, 23 |
| 11 | Columbus Macro Alternative High-Yield | 232.77K | 24.72K Increased by +10.62% | Dec 31, 23 |
| 12 | ONE1797 - Listed Participations C Cap | 220.00K | 0.00 Increased by 0.00% | Dec 31, 23 |
| 13 | JH Financial Opportunities | 217.06K | 0.00 Increased by 0.00% | Nov 30, 23 |
| 14 | Advisors Capital Model Inc w/ Gro | 192.79K | 6.56K Increased by +3.40% | Sep 30, 23 |
| 15 | First Trust Specialty Finance | 177.00K | 0.00 Increased by 0.00% | Aug 31, 23 |
| 16 | Loomis Sayles Core | 160.00K | 160.00K Increased by +100.00% | Sep 30, 23 |
| 17 | Burgundy US Small / Mid Cap Composite | 159.91K | -1.44K Decreased by -0.90% | Sep 30, 23 |
| 18 | Undrly L&G Pen PMC Diversified | 158.18K | -1.43K Decreased by -0.90% | Oct 31, 23 |
| 19 | Nikko High Income BDC Mother Fund | 149.77K | 0.00 Increased by 0.00% | May 22, 23 |
| 20 | Nikko Active BDC Mother | 146.56K | -2.86K Decreased by -1.95% | May 22, 23 |