Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BDCY 2.18%
2 VPC 1.76%
3 BDCS 1.35%
4 SMHB 0.10%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Texas County & District Retirement System 5.00M (17.88%) 0.00
Increased by 0.00%
Sep 30, 23
2 Fidelity National Title Group, Inc. 4.21M (15.03%) 0.00
Increased by 0.00%
Sep 30, 23
3 Fairfax Financial Holdings Ltd 2.09M (7.48%) 0.00
Increased by 0.00%
Sep 30, 23
4 Sun Life Financial Inc 1.71M (6.10%) 464.87K
Increased by +27.25%
Sep 30, 23
5 Mariner Wealth Advisors, LLC 703.02K (2.51%) 2.29K
Increased by +0.33%
Sep 30, 23
6 Ares Management LLC 470.32K (1.68%) 0.00
Increased by 0.00%
Sep 30, 23
7 Cooperman Leon G 419.98K (1.50%) 0.00
Increased by 0.00%
Sep 30, 23
8 Millennium Management LLC 382.54K (1.37%) 162.38K
Increased by +42.45%
Sep 30, 23
9 Relative Value Partners Group LLC 375.29K (1.34%) -55.11K
Decreased by -14.68%
Sep 30, 23
10 Two Sigma Investments LLC 212.21K (0.76%) 32.17K
Increased by +15.16%
Sep 30, 23
11 Condor Capital Management 190.84K (0.68%) 21.89K
Increased by +11.47%
Sep 30, 23
12 Two Sigma Advisers, LLC 181.19K (0.65%) 26.70K
Increased by +14.74%
Sep 30, 23
13 Callodine Capital Management, LP 176.64K (0.63%) -198.36K
Decreased by -112.30%
Sep 30, 23
14 HighTower Advisors, LLC 154.82K (0.55%) -2.51K
Decreased by -1.62%
Sep 30, 23
15 Raymond James & Associates 146.30K (0.52%) 15.27K
Increased by +10.44%
Sep 30, 23
16 Bank of America Corp 136.94K (0.49%) 58.39K
Increased by +42.64%
Sep 30, 23
17 BlackRock Inc 130.88K (0.47%) -21.38K
Decreased by -16.33%
Sep 30, 23
18 Skandinaviska Enskilda Banken AB 109.29K (0.39%) 0.00
Increased by 0.00%
Sep 30, 23
19 Aspen Grove Capital LLC 89.74K (0.32%) 2.60K
Increased by +2.90%
Sep 30, 23
20 Putnam Investments LLC 88.56K (0.32%) 31.63K
Increased by +35.71%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 High Income Securities 229.91K (0.82%) 16.23K
Increased by +7.06%
May 31, 23
2 iShares Listed Private Eq ETF USD Dist 133.93K (0.48%) 0.00
Increased by 0.00%
Dec 29, 23
3 Putnam BDC Income ETF 110.46K (0.39%) 11.13K
Increased by +10.08%
Dec 31, 23
4 SEB Listed Private Equity Fund ID (EUR) 109.29K (0.39%) 0.00
Increased by 0.00%
Dec 31, 23
5 First Trust Specialty Finance 42.56K (0.15%) 0.00
Increased by 0.00%
Aug 31, 23
6 Virtus Private Credit ETF 28.91K (0.10%) 0.00
Increased by 0.00%
Dec 29, 23
7 Confluence BDC-Wrap 21.16K (0.08%) -193.00
Decreased by -0.91%
Sep 30, 23
8 Mediobanca SICAV PE Strat C 16.38K (0.06%) 0.00
Increased by 0.00%
Nov 30, 23
9 Fidelity Nasdaq Composite Index 12.88K (0.05%) 0.00
Increased by 0.00%
Nov 30, 23
10 FlexShares® Listed Priv Eq ETF USD Acc 10.65K (0.04%) 0.00
Increased by 0.00%
Dec 29, 23
11 RBC Microcap Value I 10.60K (0.04%) 0.00
Increased by 0.00%
Sep 30, 23
12 RAM (Lux) Sys Global Sust Inc Eq R USD 8.74K (0.03%) 3.11K
Increased by +35.58%
Jun 30, 23
13 Micro Cap Value Equity 7.30K (0.03%) 0.00
Increased by 0.00%
Dec 31, 23
14 RAM (Lux) Sys Global Equity Inc R USD 7.29K (0.03%) -1.45K
Decreased by -19.82%
Sep 30, 23
15 RAM (Lux) Sys US Sustainable Eqs B USD 4.14K (0.01%) 1.99K
Increased by +48.14%
Jun 30, 23
16 Mackenzie Private Income Bal Pool PWF 2.99K (0.01%) 655.00
Increased by +21.89%
May 31, 23
17 Blackstone Alternative Multi-Strategy I 2.50K (0.01%) 300.00
Increased by +12.00%
Sep 30, 23
18 Mackenzie Priv Global Inc Bal Pool PWF 1.76K (0.01%) 390.00
Increased by +22.11%
May 31, 23
19 McKinley Capital Business Development Co 1.75K (0.01%) 0.00
Increased by 0.00%
Sep 30, 23