Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VPC 1.85%
2 BDCY 1.44%
3 BDCS 0.58%

Top 20 institutional holders

Rank Holder Shares Change Date reported
1 Two Sigma Investments LLC 422.73K 113.58K
Increased by +26.87%
Sep 30, 23
2 Two Sigma Advisers, LLC 379.50K 115.20K
Increased by +30.36%
Sep 30, 23
3 SCOGGIN LLC 268.44K 268.44K
Increased by +100.00%
Sep 30, 23
4 Raymond James & Associates 234.29K 37.43K
Increased by +15.97%
Sep 30, 23
5 Millennium Management LLC 231.29K -193.26K
Decreased by -83.56%
Sep 30, 23
6 Acadian Asset Management LLC 225.13K 225.13K
Increased by +100.00%
Sep 30, 23
7 Morgan Stanley - Brokerage Accounts 182.04K 134.43K
Increased by +73.85%
Sep 30, 23
8 Legal & General Group PLC 159.01K 16.36K
Increased by +10.29%
Sep 30, 23
9 Condor Capital Management 143.37K 18.68K
Increased by +13.03%
Sep 30, 23
10 Cliffwater LLC 131.18K 4.99K
Increased by +3.80%
Sep 30, 23
11 Advisors Asset Management 119.46K 18.66K
Increased by +15.62%
Sep 30, 23
12 Citadel Advisors Llc 98.28K 98.26K
Increased by +99.98%
Sep 30, 23
13 Gables Capital Management Inc 98.20K -4.95K
Decreased by -5.04%
Sep 30, 23
14 Squarepoint Ops LLC 98.07K 16.42K
Increased by +16.74%
Sep 30, 23
15 BlackRock Inc 80.31K -10.06K
Decreased by -12.53%
Sep 30, 23
16 Muzinich & Co Inc 71.42K 4.71K
Increased by +6.59%
Sep 30, 23
17 Sumitomo Mitsui Trust Holdings Inc 66.71K 0.00
Increased by 0.00%
Sep 30, 23
18 Icon Wealth Partners, LLC 66.70K 66.70K
Increased by +100.00%
Sep 30, 23
19 Wells Fargo & Co 62.96K -13.53K
Decreased by -21.49%
Sep 30, 23
20 U.S. Capital Wealth Advisors, LLC 56.50K 14.70K
Increased by +26.02%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder Shares Change Date reported
1 iShares Listed Private Eq ETF USD Dist 82.21K 0.00
Increased by 0.00%
Dec 29, 23
2 AZ Fd1 AZ Alt Glb Mcr Opp B-AZ C 70.00K -5.00K
Decreased by -7.14%
Nov 30, 23
3 Undrly L&G Pen PMC Multi Asset 67.93K 67.93K
Increased by +100.00%
Sep 30, 23
4 Nikko High Income BDC Mother Fund 40.38K 0.00
Increased by 0.00%
May 22, 23
5 Nikko Active BDC Mother 39.89K 0.00
Increased by 0.00%
May 22, 23
6 Virtus Private Credit ETF 39.21K 0.00
Increased by 0.00%
Dec 29, 23
7 SMDS US High Income BDC Mother 33.73K 33.27K
Increased by +98.65%
May 12, 23
8 RBC Microcap Value I 9.30K 1.80K
Increased by +19.35%
Sep 30, 23
9 FlexShares® Listed Priv Eq ETF USD Acc 8.24K 0.00
Increased by 0.00%
Dec 29, 23
10 Principal Origin Glb Smlr Coms I Acc USD 7.50K 0.00
Increased by 0.00%
Nov 30, 23
11 Blackstone Alternative Multi-Strategy I 4.70K 900.00
Increased by +19.15%
Sep 30, 23
12 JNL/Morningstar PtchBk Lstd Pr Eq Idx I 3.26K 213.00
Increased by +6.53%
Sep 30, 23
13 AZ Fd 1 Equity Escalator B-AZ EUR Dis 706.00 -4.00
Decreased by -0.57%
Nov 30, 23
14 AZ Fd1 AZ Alt Commodity B-AZ C 601.00 -3.00
Decreased by -0.50%
Nov 30, 23
15 JHVIT Total Stock Market Index I 468.00 0.00
Increased by 0.00%
Nov 30, 23
16 KSM KTF Morningstar PitchBook DM LPE $Hg 198.00 -52.00
Decreased by -26.26%
Sep 30, 23
17 AAM Business Dev Co Opps 2021-1 CA 100.00 0.00
Increased by 0.00%
Jun 2, 23
18 AAM Business Dev Co Opps 2022-2 CA 100.00 0.00
Increased by 0.00%
Dec 29, 23
19 AAM Business Dev Co Opps 2023-1 CA 100.00 0.00
Increased by 0.00%
Dec 29, 23