Short-Term Business Credit Institutions
| Institution | Shares | Value | Ownership % | Change | Filing Date |
|---|---|---|---|---|---|
| Wellington Management Group LLP | 2.32M | $45.0M | 4.04% | -949.4K | 2026-06-30 |
| Adage Capital Partners GP, L.L.C. | 1.86M | $36.0M | 3.23% | +95.1K | 2026-06-30 |
| William Blair Investment Management, LLC | 1.81M | $35.0M | 3.15% | +246.7K | 2026-06-30 |
| Principal Financial Group Inc | 1.71M | $33.0M | 2.98% | +173.4K | 2026-06-30 |
| BlackRock, Inc. | 1.70M | $33.0M | 2.96% | +292.8K | 2026-06-30 |
| Punch & Associates Investment Management, Inc. | 1.45M | $28.0M | 2.52% | +330.9K | 2026-06-30 |
| Goldman Sachs Group Inc | 958.8K | $18.0M | 1.67% | -172.8K | 2026-06-30 |
| Geode Capital Management, LLC | 790.9K | $15.0M | 1.38% | +99.7K | 2026-06-30 |
| Vanguard Capital Management LLC | 752.4K | $14.0M | 1.31% | -304.4K | 2026-06-30 |
| Nantahala Capital Management, LLC | 750.0K | $14.0M | 1.31% | -- | 2026-06-30 |
