The Holders tab lists every wallet that holds the asset, now or at the end of a past day, counted from the platform's index of transfers. It shows what each holder can move now and what is frozen, locked or reserved.
The tab exports the register at a record block, the block whose balances the list reports. The export is either the issuer's official list or a file in the Registrar's layout. The Registrar is the firm that keeps the issuer's register of members.
The “Who holds the supply” card with a bar that splits the supply between the five largest holders and everyone else.
Below the card, the holders table shows the columns “Holder”, “Frozen”, “Reserved”, “Balance”, “Share”, “Last activity” and “Status”, and the toolbar holds “As of today” and the Export menu.
Steps
Read the current register
The table shows 20 rows a page, largest balance first. The columns are:
- Holder: the name of the user, participant or contact that owns the address, the name of the token or system contract it is, or the short address when nothing names it.
- Frozen, “Reserved”, “Balance” and “Share”: the frozen units, the units a hold reserves, such as an open trading venue order, the total balance, and the balance as a percentage of total supply.
- Last activity and “Status”: the last balance change, and “Active”, “Partly frozen”, when some of the balance is frozen, or “Frozen”, when the address is frozen or the whole balance is.
- Available, “Locked” and “Next unlock”: what the holder can move now, the units a time lock or lock-up holds, and the next unlock date. These three start hidden. Open “View” to show them.
“Available” is the balance less what is frozen, reserved or locked. Use the Status filter to list holders whose address is frozen, or the others. “Active” in the filter also returns partly frozen holders.
Read how the supply is split
The card “Who holds the supply” sits at the top of the tab, or “Who held the supply on” a date in a past view. Its bar shows the five largest holders and “Everyone else”. Switch Distribution view to “Share bands” to count the holders in five bands of the supply: “Over 25%”, “10 to 25%”, “5 to 10%”, “1 to 5%” and “Under 1%”. A holder on a band's lower edge counts in the larger band. The card reads the 100 largest holders and counts every holder after them in “Under 1%”. The card is left out when nobody holds the asset.
Show a past date
Select As of today in the table toolbar and pick a day in the calendar. The table shows the register at the end of that day in UTC, and the button reads “As of” with the date. Picking the current day shows the current register. The calendar offers no future day and none before the token was created or its balance history began.
A past view shows only the holder, the balance and the share of supply, sorted by balance. The other columns and the “Status” filter do not show. The date stays in the address as ?asOf=, so you can share the view. Back to today returns to the current register.
Open one holder
Select a holder's name. A sheet opens with the balance, the share, the available, locked, frozen and reserved amounts, the status, the next unlock, the last activity and the full address with a copy button. In a past view the sheet lists only the balance, the share and the address. The address stays in the URL as ?holder=, so a link reopens the same sheet.
Export the register
Open Export in the table toolbar:
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This table as CSV exports every row that matches the filters, not only the loaded page. In a past view the filename carries the date, such as
token-.holders- as- of- 2026- 10- 12. csv -
Holder register… opens the sheet “Export holder register” on its “Register” tab. The sheet opens at the block you entered in the table's “As of” control. In a past-date view it opens at the last final block at or before the end of that day, and shows the date and that block in the “As of” row. If the network has no block that early, the sheet says so and reads nothing until you choose “Newest final block” or “Block”. Otherwise it opens at the newest final block.
Choose Block to enter another record block. A final block is one a chain reorganisation can no longer change, so the record block can trail the newest block by a short time. The sheet shows the record block and its time, the number of holders, “Units held”, “Total supply” and “Adds up”.
Choose the Format, which is CSV by default, then select “Download CSV”, “Download XLSX” or “Download PDF”, whichever matches the format.
An owner of the organisation or a platform administrator also sees Deliver to issuer, which schedules a delivery of the list to the issuer. The “Deliveries” tab shows it.
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Registrar file… opens the “Registrar file” tab, which exports the register in the Registrar's layout and reconciles a file the Registrar sends back. It uses the block the “Register” tab read, and its buttons stay unavailable until that read answers.
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Beneficial owners… opens the “Beneficial owners” tab. A nominee is a firm, such as a custodian or broker, that holds the security in its own wallet for others.
Under “Declare beneficial owners”, enter that wallet in “Nominee wallet”, choose a CSV file of the owners in the layout Issuer shareholder list describes, and select File declaration. A user whose wallet is the nominee wallet can file for it, and an organisation owner or a platform administrator can file for any nominee wallet. The declaration is a platform record, not an on-chain fact. It is stored only when its units add up to the wallet's balance at the record block, and nothing checks the owners it names.
Under Register by beneficial owner, the tab lists the register with each declared wallet replaced by its owners, and says whether it adds up to the total supply at the record block. A wallet whose balance changed after its declaration is listed whole as a direct holding, so the owners behind it are missing from this register until the nominee files again.
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Issuer deliveries… opens the “Deliveries” tab, with the lists the platform produced for the issuer. The menu entry counts the deliveries still pending.
On a mirror token, the sheet also has a Reconciliation tab. It lists the daily reconciliation runs with their “Date”, “Outcome” (“Clear”, “Break” or “No statement”), number of “Breaks”, “Version” and “Cut-off”.
Select View on a run to see each investor line that does not match the statement, with its ISIN when the token records one, the statement and on-chain quantities and the difference. “Export CSV” saves those lines.
When Adds up reads “No”, the sheet says “Units held do not add up to total supply at this block. Do not send this list.” “Deliver to issuer” is then unavailable. The download still works. Issuer shareholder list describes the file columns, the deliveries, the Registrar exchange and every refusal.
Read your own balance at a block
- Select As of today.
- Enter the block under Block number.
- Select Apply.
In place of the table, a card titled “Your balance at block” and the block number appears. It shows your balance at that block, and the block and time at which that balance last changed. The balance is that of the wallet that signs your actions, the wallet of the participant you are working as. A block ahead of the indexed chain shows a notice that names the latest indexed block, and the balance at that block. A user without a wallet sees “Sign in with a wallet to see your historical balance.” The block stays in the address as ?atBlock=. For a user with reporting access, the Export menu then holds the register entries, without “This table as CSV”, and opens the export sheet at that block.
Act on holders from the table
“Burn”, “Freeze”, “Unfreeze” and the lock-up actions each need a role on the asset and are not offered in a past view.
- Burn in a row's menu opens the burn form for that holder with the whole balance filled in, frozen units included, on a burnable asset. The burn releases as much of a partial freeze as it needs, and the chain refuses it for an address that is fully frozen. It needs the Supply management role. See Mint and burn.
- Tick holders, then choose Freeze or “Unfreeze” to freeze or release part of each selected balance in one signed request, with a reason. Both need the Custodian role, and without it the action reads “You do not have the custodian role for this token.” See Emergency halt and freeze.
- Set lock-up and “Clear lock-up” in a row's menu set or clear a holder's lock-up on an asset with a lock-up rule, for a Governance role holder.
- Copy address and “View on Explorer” copy the holder's address or open it on the network's block explorer. They need no role and stay available in a past view.
- View access on a venue, in a row's menu, opens the holder's participant page on each trading venue that lists the asset. It shows for an organisation owner, a platform administrator or a Venue manager.
- View profile, in a row's menu, opens the participant page of the user or entity that owns the holder's wallet. It shows only when your search can name that wallet, so an external wallet or a wallet outside your organisation has no “View profile”.
While a write you signed is confirming, the rows it changes show the old balance, the new one and “Confirming…” until the platform has read the block that confirms it. When it settles, the rows stay where they were even if the new balances change the order. A holder the write adds waits behind the “1 new” pill, and choosing it puts the rows back in balance order.
Troubleshooting
The calendar offers only the current day
Signal: As of lets you pick the current day and no other. Cause: the asset has no Historical balances feature, so the platform keeps no balance history for it. Fix: none for this asset, because the feature is added at issuance only. Export today's register with “This table as CSV”, and issue later assets from a template that includes the feature.
A link shows a notice instead of the table
Signal: the tab reads, for example, “No balance history for” a date, or that the date is in the future or “The date in this link is not valid”. Cause: the asset cannot answer for that date. Fix: select Back to today or pick a day the calendar offers.
Export holds only This table as CSV
Signal: the menu has no “Holder register…” or “Registrar file…”. Cause: your account has no reporting access, or the asset has no Historical balances feature. Fix: ask a Permission manager to grant you the Auditor, Compliance manager or System manager role, or check the asset's Features tab.
Adds up reads No
Signal: the export sheet says not to send the list. Cause: the holders' balances do not equal total supply at that block. Fix: do not send the list or the downloaded file. Contact support with the asset and the block.
Frequently asked questions
Is the holder register the same as a cap table?
No. The holder register lists every wallet that holds the asset, now or at a past moment. A cap table lists the investors of one primary offering, on the Cap table tab of that offering.
Does the register look through a custodian's wallet?
The holders table does not. Units in a custodian's shared wallet appear under that wallet. The Beneficial owners tab of the export sheet lists the register looked through to the owners a nominee declared, as Export the register describes. On an external token, the register counts only the wallets your organisation watches.
API routes
GET /api/ reads one register across the class tokens of a fund, on one network or several, with up to 8 classes, each given once as a network and a token address. It needs reporting access. Each class is read at its own newest final block. The answer gives each holder's units per class, each class's totals and whether they add up to its supply, and the fund's totals valued at each class's NAV. The fund's total value stays empty when a class has no NAV or the classes quote different currencies. For one class, the asset's “Dealing” tab has a Fund register section. The Platform API reference lists the request and the answer.