Top investors report

The Top investors report displays a list of investors that hold shares in selected securities, ranked by investment size.

To generate a Top investors report:

1. In the menu, go to Reports, then click Top investors.
2. Select one or multiple securities using the dropdown or start typing your security name. Alternatively, you can Include all securities by ticking the checkbox below the securities list dropdown.
3. Set an As at date for your report, to see holding balances at the date selected.
4. By default, the report will show the top 20 investors. You can change the value in the Show me the top X investors to see fewer or more. Alternatively, tick the show all box to see a list of all investors.
5. Click Generate report.

The report contains the following fields:

• Investor name: The registered name of the investor holding the shares.
• Security name(s): The number of shares held by the investor in the selected security. There will be one column for each security selected.  
• Total: The sum of shares held by the investor in each of the selected securities.
• % of total: The percentage held by the investor from total issued shares.

The bottom of the report displays:

• The Total held by top [number of investors] for each of these fields.
• The Held by others row shows totals held by investors excluded from the report.
• The Total row is the sum of Top Investors + Held by others.

To export the Top investors report:

1. In the top right of the report click on the Export dropdown.
2. Select your format to download the report in CSV or XLSX.

In the exported report you will see the following fields:

• Investor code
• Investor Name
• Investor address
• Investor email
• Investor phone
• Investor first and last name
• Security
• Total
• % of total
• Registration Line 1
• Registration Line 2
• Registration Line 3
• Registration Line 4
• Registration Line 5
• Registration Line 6
• Registration postcode
• Account name
• BSB
• Account number
• TFN Status
• Tax type
• DRP preference
• Communication preference (Annual reports)
• Communication preference (Company information)
• Communication preference (Statements)
• Communication preference (Notice of meetings and proxy)
• Postal mail has been returned to sender
• Beneficially held
• Tax country