At close: June 14 at 4:00 PM EDT
After hours: June 14 at 7:36 PM EDT
Major Holders
| Breakdown | |
|---|---|
| 4.18% | % of Shares Held by All Insider |
| 20.95% | % of Shares Held by Institutions |
| 21.86% | % of Float Held by Institutions |
| 365 | Number of Institutions Holding Shares |
Top Institutional Holders
| Holder | Shares | Date Reported | % Out | Value |
|---|---|---|---|---|
| Price (T.Rowe) Associates Inc | 3.44M | Mar 31, 2024 | 4.01% | 169,697,332 |
| Burgundy Asset Management Ltd. | 1.09M | Mar 31, 2024 | 1.27% | 53,739,105 |
| Van Eck Associates Corporation | 1.01M | Mar 31, 2024 | 1.18% | 49,773,353 |
| Morgan Stanley | 814.76k | Mar 31, 2024 | 0.95% | 40,200,061 |
| Legal & General Group PLC | 674.31k | Mar 31, 2024 | 0.79% | 33,270,603 |
| Sound Income Strategies, LLC | 359.77k | Mar 31, 2024 | 0.42% | 17,751,199 |
| Blackrock Inc. | 344.75k | Mar 31, 2024 | 0.40% | 17,009,817 |
| Adell, Harriman & Carpenter Inc. | 319.21k | Mar 31, 2024 | 0.37% | 15,750,068 |
| Bank of America Corporation | 272.49k | Mar 31, 2024 | 0.32% | 13,444,607 |
| LPL Financial LLC | 270.43k | Mar 31, 2024 | 0.32% | 13,343,016 |
Top Mutual Fund Holders
| Holder | Shares | Date Reported | % Out | Value |
|---|---|---|---|---|
| Price (T.Rowe) Mid-Cap Value Fund | 1.97M | Mar 31, 2024 | 2.30% | 97,394,890 |
| VanEck ETF Trust -VanEck BDC Income ETF | 1.04M | Apr 30, 2024 | 1.22% | 51,467,639 |
| Price (T.Rowe) Mid-Cap Value Equity Trust | 1.02M | Dec 31, 2023 | 1.19% | 50,136,002 |
| John Hancock Fds II-Mid Value Fund | 204.57k | Feb 29, 2024 | 0.24% | 10,093,681 |
| Price (T.Rowe) U.S. Small-Cap Value Equity Trust | 159.07k | Dec 31, 2023 | 0.19% | 7,848,612 |
| Putnam BDC ETF | 117.92k | Jan 31, 2024 | 0.14% | 5,817,975 |
| First Trust Gallatin Specialty Finance & Financial Opportunities Fund | 111k | Feb 29, 2024 | 0.13% | 5,476,740 |
| John Hancock Var Ins Tr-Mid Value Trust | 87.58k | Mar 31, 2024 | 0.10% | 4,321,246 |
| Price (T.Rowe) Financial Services Fund | 86.08k | Mar 31, 2024 | 0.10% | 4,246,940 |
| Miller/Howard High Income Equity Fund | 62k | Apr 30, 2024 | 0.07% | 3,059,080 |
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