Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HIPS 2.67%
2 KBWD 2.45%
3 BIZD 1.77%
4 VPC 1.74%
5 BDCZ 1.72%
6 BDCX 1.72%
7 BDCY 1.55%
8 BDCS 1.02%
9 SMHB 0.22%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Barings LLC 13.64M (14.35%) 0.00
Increased by 0.00%
Sep 30, 23
2 Ares Management LLC 4.32M (4.55%) -58.00K
Decreased by -1.34%
Sep 30, 23
3 Private Management Group Inc 2.95M (3.10%) -5.56K
Decreased by -0.19%
Sep 30, 23
4 Callodine Capital Management, LP 2.45M (2.57%) -28.64K
Decreased by -1.17%
Sep 30, 23
5 UBS Group AG 1.65M (1.74%) -216.63K
Decreased by -13.10%
Sep 30, 23
6 Punch & Associates Inv Mgmt Inc 1.53M (1.61%) -20.96K
Decreased by -1.37%
Sep 30, 23
7 Van Eck Associates Corporation 1.53M (1.61%) 76.39K
Increased by +4.99%
Sep 30, 23
8 Relative Value Partners Group LLC 1.36M (1.43%) -59.35K
Decreased by -4.36%
Sep 30, 23
9 Wells Fargo & Co 1.28M (1.35%) -1.34K
Decreased by -0.10%
Sep 30, 23
10 Two Sigma Investments LLC 875.21K (0.92%) 397.25K
Increased by +45.39%
Sep 30, 23
11 Two Sigma Advisers, LLC 831.20K (0.87%) 539.70K
Increased by +64.93%
Sep 30, 23
12 Dimension Capital Management LLC 807.56K (0.85%) -440.37K
Decreased by -54.53%
Sep 30, 23
13 Legal & General Group PLC 775.11K (0.82%) -4.10K
Decreased by -0.53%
Sep 30, 23
14 Advisor Group Holdings, Inc. 770.33K (0.81%) 112.03K
Increased by +14.54%
Sep 30, 23
15 Bank of America Corp 732.95K (0.77%) 153.71K
Increased by +20.97%
Sep 30, 23
16 Raymond James Finl Svs Advisors, Inc. 655.93K (0.69%) 19.91K
Increased by +3.04%
Sep 30, 23
17 NICOLA WEALTH MANAGEMENT LTD. 614.00K (0.65%) 0.00
Increased by 0.00%
Sep 30, 23
18 T. Rowe Price Associates, Inc. 591.95K (0.62%) 0.00
Increased by 0.00%
Sep 30, 23
19 RiverNorth Capital Management, LLC 562.09K (0.59%) -3.03M
Decreased by -539.64%
Sep 30, 23
20 Bulldog Investors, LLC 519.69K (0.55%) 0.00
Increased by 0.00%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 VanEck BDC Income ETF 1.69M (1.78%) 0.00
Increased by 0.00%
Dec 30, 23
2 Invesco KBW High Dividend Yld Fincl ETF 969.66K (1.02%) 0.00
Increased by 0.00%
Dec 29, 23
3 RiverNorth Opportunities 800.37K (0.84%) -349.50K
Decreased by -43.67%
Jul 31, 23
4 T. Rowe Price Financial Services 590.34K (0.62%) 0.00
Increased by 0.00%
Sep 30, 23
5 RiverNorth Doubleline Strategic Inc I 447.83K (0.47%) -1.25M
Decreased by -278.24%
Sep 30, 23
6 First Trust Specialty Finance 390.00K (0.41%) 0.00
Increased by 0.00%
Aug 31, 23
7 iShares Listed Private Eq ETF USD Dist 333.23K (0.35%) 0.00
Increased by 0.00%
Dec 29, 23
8 Undrly L&G Pen PMC Multi Asset 331.13K (0.35%) 331.13K
Increased by +100.00%
Sep 30, 23
9 High Income Securities 283.74K (0.30%) 283.74K
Increased by +100.00%
May 31, 23
10 SEB Listed Private Equity Fund ID (EUR) 239.44K (0.25%) 0.00
Increased by 0.00%
Nov 30, 23
11 Manning & Napier Callodine Equity Inc I 221.00K (0.23%) -54.00K
Decreased by -24.43%
Nov 30, 23
12 Royce Micro Cap Trust 215.30K (0.23%) 0.00
Increased by 0.00%
Sep 30, 23
13 Royce Value Trust 191.59K (0.20%) 0.00
Increased by 0.00%
Sep 30, 23
14 Undrly L&G Pen PMC Diversified 188.49K (0.20%) -7.72K
Decreased by -4.09%
Oct 31, 23
15 GraniteShares HIPS US High Income ETF 180.42K (0.19%) 0.00
Increased by 0.00%
Nov 30, 23
16 BankInvest Børsnoterede Alt. Akk. W 163.29K (0.17%) 4.96K
Increased by +3.04%
Jun 30, 23
17 Nikko Active BDC Mother 130.36K (0.14%) -15.90K
Decreased by -12.20%
May 22, 23
18 Nikko High Income BDC Mother Fund 125.13K (0.13%) 0.00
Increased by 0.00%
May 22, 23
19 Putnam BDC Income ETF 115.66K (0.12%) -6.96K
Decreased by -6.02%
Nov 30, 23
20 RiverNorth/DoubleLine Strategic Opp Fund 114.26K (0.12%) 0.00
Increased by 0.00%
Sep 30, 23