Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BDCX 3.54%
2 BDCZ 3.54%
3 BDCY 2.78%
4 CRDT 2.17%
5 BDCS 2.15%
6 SMHB 0.54%
7 VCSH 0.02%
8 SCHJ 0.02%
9 BIV 0.01%
10 BND 0.01%
11 VCIT 0.01%
12 BSV 0.01%
13 SCHZ 0.00%

Top 20 institutional holders

Rank Holder Shares Change Date reported
1 Oaktree Capital Management LLC 1.85M 0.00
Increased by 0.00%
Sep 30, 23
2 Bruni J V & Co 1.53M 7.79K
Increased by +0.51%
Sep 30, 23
3 Morgan Stanley - Brokerage Accounts 1.49M 303.60K
Increased by +20.42%
Sep 30, 23
4 Van Eck Associates Corporation 1.28M 79.14K
Increased by +6.20%
Sep 30, 23
5 LSV Asset Management 1.14M 66.07K
Increased by +5.81%
Sep 30, 23
6 Claret Asset Management Corporation 1.13M -3.20K
Decreased by -0.28%
Sep 30, 23
7 Ares Management LLC 1.08M 0.00
Increased by 0.00%
Sep 30, 23
8 Lindbrook Capital, LLC 951.56K -370.09K
Decreased by -38.89%
Sep 30, 23
9 Partners Group Holding AG Junk 888.36K -115.08K
Decreased by -12.95%
Sep 30, 23
10 Private Management Group Inc 828.70K -186.62K
Decreased by -22.52%
Sep 30, 23
11 Greenwich Investment Management Inc 815.87K -56.41K
Decreased by -6.91%
Sep 30, 23
12 Punch & Associates Inv Mgmt Inc 785.58K 4.71K
Increased by +0.60%
Sep 30, 23
13 Pinnacle Associates Inc 579.50K 1.47K
Increased by +0.25%
Sep 30, 23
14 Credit Suisse First Boston (CSFB) 573.58K 0.00
Increased by 0.00%
Sep 30, 23
15 Legal & General Group PLC 558.55K -2.32K
Decreased by -0.42%
Sep 30, 23
16 1832 Asset Management L.P 555.75K -56.71K
Decreased by -10.20%
Sep 30, 23
17 Two Sigma Investments LLC 444.31K 13.10K
Increased by +2.95%
Sep 30, 23
18 Two Sigma Advisers, LLC 422.94K -23.68K
Decreased by -5.60%
Sep 30, 23
19 Cliffwater LLC 359.59K 8.10K
Increased by +2.25%
Sep 30, 23
20 UBS Group AG 357.96K -105.54K
Decreased by -29.48%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder Shares Change Date reported
1 Partners Group Listed Priv Eq EUR I Acc 573.57K 0.00
Increased by 0.00%
Aug 31, 23
2 Waverton Real Assets P GBP Dist 334.77K 0.00
Increased by 0.00%
Nov 30, 23
3 iShares Listed Private Eq ETF USD Dist 274.00K 0.00
Increased by 0.00%
Dec 29, 23
4 JH Financial Opportunities 266.36K 0.00
Increased by 0.00%
Oct 31, 23
5 Undrly L&G Pen PMC Multi Asset 238.62K 22.89K
Increased by +9.59%
Sep 30, 23
6 ONE1797 - Listed Participations C Cap 225.00K 0.00
Increased by 0.00%
Dec 31, 23
7 Advisors Capital Income w/Growth 168.35K 168.35K
Increased by +100.00%
Sep 30, 23
8 Undrly L&G Pen PMC Diversified 139.70K -1.69K
Decreased by -1.21%
Oct 31, 23
9 Nikko Active BDC Mother 118.99K -3.70K
Decreased by -3.11%
May 22, 23
10 Kennedy Micro Cap 115.06K 0.00
Increased by 0.00%
Sep 30, 23
11 Nikko High Income BDC Mother Fund 114.21K -3.70K
Decreased by -3.24%
May 22, 23
12 LoCorr Spectrum Income I 108.37K 0.00
Increased by 0.00%
Sep 30, 23
13 Partners Group Generations I B Acc 107.85K 0.00
Increased by 0.00%
Nov 30, 23
14 DNB Fund - Private Equity Retail B 102.33K 0.00
Increased by 0.00%
Nov 30, 23
15 Putnam BDC Income ETF 83.65K 5.58K
Increased by +6.67%
Nov 30, 23
16 SEI GMF Global Mgd Vol H GBP Wlth A Inc 80.03K -392.00
Decreased by -0.49%
Nov 30, 23
17 FlexShares® Listed Priv Eq ETF USD Acc 75.02K 0.00
Increased by 0.00%
Dec 29, 23
18 BankInvest Børsnoterede Alt. Akk. W 64.28K 0.00
Increased by 0.00%
Jun 30, 23
19 SMDS US High Income BDC Mother 55.67K 55.07K
Increased by +98.92%
May 12, 23
20 AZ Fd1 AZ Alt Glb Mcr Opp B-AZ C 38.54K 0.00
Increased by 0.00%
Nov 30, 23