Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HIPS 3.37%
2 BDCL 2.69%
3 BIZD 2.18%
4 KBWD 2.12%
5 BDCY 1.85%
6 BDCZ 1.82%
7 BDCX 1.82%
8 VPC 1.77%
9 BDCS 0.97%
10 SMHB 0.34%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Punch & Associates Inv Mgmt Inc 773.56K (2.03%) -73.15K
Decreased by -9.46%
Sep 30, 23
2 SMH Capital Inc. 669.19K (1.76%) -30.91K
Decreased by -4.62%
Sep 30, 23
3 Van Eck Associates Corporation 661.40K (1.74%) 69.27K
Increased by +10.47%
Sep 30, 23
4 Zuckerman Investment Group, LLC 643.83K (1.69%) -450.00
Decreased by -0.07%
Sep 30, 23
5 Sound Income Strategies 524.39K (1.38%) 8.78K
Increased by +1.67%
Sep 30, 23
6 Amvescap Plc. 439.38K (1.16%) -55.73K
Decreased by -12.68%
Sep 30, 23
7 First Manhattan Co. LLC 386.36K (1.02%) -7.02K
Decreased by -1.82%
Sep 30, 23
8 Legal & General Group PLC 276.15K (0.73%) 22.55K
Increased by +8.16%
Sep 30, 23
9 TECTONIC ADVISORS LLC 229.44K (0.60%) 9.87K
Increased by +4.30%
Sep 30, 23
10 Two Sigma Investments LLC 205.47K (0.54%) -14.72K
Decreased by -7.17%
Sep 30, 23
11 Advisors Asset Management 195.12K (0.51%) 13.39K
Increased by +6.86%
Sep 30, 23
12 Hennion & Walsh Asset Management Inc 184.70K (0.49%) 25.84K
Increased by +13.99%
Sep 30, 23
13 BlackRock Inc 180.38K (0.47%) -6.31K
Decreased by -3.50%
Sep 30, 23
14 Grace & White Inc 176.60K (0.46%) -874.00
Decreased by -0.49%
Sep 30, 23
15 Two Sigma Advisers, LLC 170.50K (0.45%) 23.20K
Increased by +13.61%
Sep 30, 23
16 LPL Financial Corp 129.11K (0.34%) 10.82K
Increased by +8.38%
Sep 30, 23
17 Golden Green, Inc. 122.48K (0.32%) 1.32K
Increased by +1.08%
Sep 30, 23
18 Mckinley Capital Management LLC 122.46K (0.32%) -3.77K
Decreased by -3.08%
Sep 30, 23
19 Moerus Capital Management LLC 106.27K (0.28%) 0.00
Increased by 0.00%
Sep 30, 23
20 Raymond James Finl Svs Advisors, Inc. 103.73K (0.27%) 41.99K
Increased by +40.48%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 VanEck BDC Income ETF 728.37K (1.92%) 0.00
Increased by 0.00%
Dec 30, 23
2 Invesco KBW High Dividend Yld Fincl ETF 376.94K (0.99%) 0.00
Increased by 0.00%
Dec 29, 23
3 iShares Listed Private Eq ETF USD Dist 147.88K (0.39%) 0.00
Increased by 0.00%
Dec 29, 23
4 Undrly L&G Pen PMC Multi Asset 117.98K (0.31%) 117.98K
Increased by +100.00%
Sep 30, 23
5 GraniteShares HIPS US High Income ETF 86.08K (0.23%) 0.00
Increased by 0.00%
Nov 30, 23
6 Putnam BDC Income ETF 80.62K (0.21%) 3.30K
Increased by +4.09%
Dec 31, 23
7 Undrly L&G Pen PMC Diversified 71.48K (0.19%) 1.58K
Increased by +2.20%
Oct 31, 23
8 First Trust Specialty Finance 71.00K (0.19%) 0.00
Increased by 0.00%
Aug 31, 23
9 Xtrackers S&P 500 Swap ETF 1C 51.36K (0.14%) 51.36K
Increased by +100.00%
Nov 30, 23
10 SMDS US High Income BDC Mother 33.26K (0.09%) 33.05K
Increased by +99.35%
May 12, 23
11 Confluence BDC-Wrap 21.64K (0.06%) 710.00
Increased by +3.28%
Sep 30, 23
12 Purpose Specialty Lending Trust Series F 20.99K (0.06%) 0.00
Increased by 0.00%
Dec 31, 23
13 Virtus Private Credit ETF 19.24K (0.05%) 0.00
Increased by 0.00%
Dec 29, 23
14 Kinetics Spin-Off and Corp Rest Adv A 16.40K (0.04%) 0.00
Increased by 0.00%
Sep 30, 23
15 Beaver Fund Global USD A 16.00K (0.04%) 16.00K
Increased by +100.00%
Dec 31, 23
16 FlexShares® Listed Priv Eq ETF USD Acc 15.06K (0.04%) 0.00
Increased by 0.00%
Dec 29, 23
17 FT Alternative Income 41 CA 13.82K (0.04%) 1.41K
Increased by +10.18%
Sep 1, 23
18 Fidelity Nasdaq Composite Index 11.25K (0.03%) 0.00
Increased by 0.00%
Nov 30, 23
19 Fidelity® NASDAQ Composite Index® 11.25K (0.03%) 0.00
Increased by 0.00%
Oct 31, 23
20 Mediobanca SICAV PE Strat C 11.00K (0.03%) 0.00
Increased by 0.00%
Nov 30, 23