Top Holder Report
Identifies the top shareholders within the selected security class(es), ranked by their share of the total issued capital.
Choose Type
Select Security Holder Analytics > Top Holders
Define Criteria
Number of Top Holdings defines how many top-ranked holders appear in the report. Holders sharing the same rank are also included in the listing.
As of Date: The "As of Date" determines the reference point for your report. It can be set to today or any historical date, but cannot be a future date. All security balances reflected in the report represent the closing balance as at the selected date.
Security Class: Select the specific security classes or you can simply include all security classes by toggle “Select all”
Generate Report
Your report is now ready to generate. Depending on the volume of data, generation may take a few seconds or longer. You can monitor the progress directly on the report generation screen, and once complete, simply click the Download button to access and view your report.