Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PBDC 4.25%
2 HIPS 2.92%
3 BDCY 2.83%
4 BDCX 2.09%
5 BDCZ 2.09%
6 BDCS 2.02%
7 VPC 1.63%
8 BIZD 1.40%
9 SMHB 0.24%
10 SCHJ 0.02%
11 BSV 0.01%
12 BND 0.01%
13 VCSH 0.01%
14 SCHZ 0.00%

Top 20 institutional holders

Rank Holder Shares Change Date reported
1 Bain Capital Credit 12.31M 0.00
Increased by 0.00%
Sep 30, 23
2 Bank of America Corp 4.12M -100.46K
Decreased by -2.44%
Sep 30, 23
3 Dimension Capital Management LLC 3.66M -1.70M
Decreased by -46.31%
Sep 30, 23
4 Employees Retirement System Of Texas 1.43M -517.70K
Decreased by -36.22%
Sep 30, 23
5 UBS Group AG 1.12M -65.15K
Decreased by -5.79%
Sep 30, 23
6 Morgan Stanley - Brokerage Accounts 944.11K 388.78K
Increased by +41.18%
Sep 30, 23
7 Starr International Co., Inc. 878.70K 13.05K
Increased by +1.48%
Sep 30, 23
8 Van Eck Associates Corporation 738.99K 45.97K
Increased by +6.22%
Sep 30, 23
9 Amvescap Plc. 679.57K -92.91K
Decreased by -13.67%
Sep 30, 23
10 C.V. Starr & Co., Inc. Trust 523.34K 13.05K
Increased by +2.49%
Sep 30, 23
11 Legal & General Group PLC 465.42K -2.76K
Decreased by -0.59%
Sep 30, 23
12 Hennion & Walsh Asset Management Inc 309.42K -17.10K
Decreased by -5.53%
Sep 30, 23
13 Arete Wealth Advisors, LLC 275.58K -68.20K
Decreased by -24.75%
Sep 30, 23
14 Muzinich & Co Inc 266.51K -17.91K
Decreased by -6.72%
Sep 30, 23
15 Millennium Management LLC 259.03K -47.02K
Decreased by -18.15%
Sep 30, 23
16 Sumitomo Mitsui Trust Holdings Inc 255.90K -16.57K
Decreased by -6.48%
Sep 30, 23
17 HARBOR ADVISORY CORP 208.39K -287.33K
Decreased by -137.88%
Sep 30, 23
18 Mariner Wealth Advisors, LLC 206.04K 0.00
Increased by 0.00%
Sep 30, 23
19 Pathstone Family Office, LLC 191.24K 100.01K
Increased by +52.29%
Sep 30, 23
20 BlackRock Inc 183.11K -75.70K
Decreased by -41.34%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder Shares Change Date reported
1 VanEck BDC Income ETF 776.87K 0.00
Increased by 0.00%
Dec 30, 23
2 Invesco KBW High Dividend Yld Fincl ETF 642.35K -2.17K
Decreased by -0.34%
Nov 30, 23
3 Loomis Sayles Core 485.00K 485.00K
Increased by +100.00%
Sep 30, 23
4 Undrly L&G Pen PMC Multi Asset 198.83K 198.83K
Increased by +100.00%
Sep 30, 23
5 iShares Listed Private Eq ETF USD Dist 187.34K 0.00
Increased by 0.00%
Dec 29, 23
6 Putnam BDC Income ETF 151.47K 15.27K
Increased by +10.08%
Dec 31, 23
7 Nikko High Income BDC Mother Fund 142.35K 7.51K
Increased by +5.28%
May 22, 23
8 Nikko Active BDC Mother 130.12K -14.39K
Decreased by -11.06%
May 22, 23
9 SEI Tax-Managed Small/Mid Cap F (SIMT) 123.83K 52.94K
Increased by +42.75%
Dec 31, 23
10 Undrly L&G Pen PMC Diversified 117.00K -815.00
Decreased by -0.70%
Oct 31, 23
11 GraniteShares HIPS US High Income ETF 111.34K 0.00
Increased by 0.00%
Nov 30, 23
12 BankInvest Børsnoterede Alt. Akk. W 102.32K 0.00
Increased by 0.00%
Jun 30, 23
13 First Trust Specialty Finance 50.00K 50.00K
Increased by +100.00%
Aug 31, 23
14 Mackenzie Diversified Alts Fd F5 40.21K 0.00
Increased by 0.00%
Sep 30, 23
15 SEI Small Cap F (SIMT) 37.00K 2.50K
Increased by +6.76%
Dec 31, 23
16 Mediobanca SICAV PE Strat C 30.73K 30.73K
Increased by +100.00%
Nov 30, 23
17 Invesco Global Listed Private Equity ETF 30.10K 0.00
Increased by 0.00%
Nov 30, 23
18 Virtus Private Credit ETF 29.68K 0.00
Increased by 0.00%
Dec 29, 23
19 FlexShares® Listed Priv Eq ETF USD Acc 28.31K 0.00
Increased by 0.00%
Dec 29, 23
20 Confluence BDC-Wrap 14.78K 14.78K
Increased by +100.00%
Sep 30, 23