Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BDCY 3.13%
2 KBWD 2.83%
3 BDCX 2.36%
4 BDCZ 2.36%
5 BDCS 2.21%
6 VPC 1.79%
7 BIZD 1.45%
8 DVHL 0.39%
9 SMHB 0.27%
10 SCHJ 0.02%

Top 20 institutional holders

Rank Holder Shares Change Date reported
1 Van Eck Associates Corporation 957.63K 59.60K
Increased by +6.22%
Sep 30, 23
2 Bank of America Corp 760.21K -17.94K
Decreased by -2.36%
Sep 30, 23
3 Millennium Management LLC 743.80K -71.77K
Decreased by -9.65%
Sep 30, 23
4 Cliffwater LLC 688.58K 0.00
Increased by 0.00%
Sep 30, 23
5 Morgan Stanley - Brokerage Accounts 548.86K 31.46K
Increased by +5.73%
Sep 30, 23
6 Two Sigma Investments LLC 489.75K 150.12K
Increased by +30.65%
Sep 30, 23
7 Two Sigma Advisers, LLC 468.35K 132.60K
Increased by +28.31%
Sep 30, 23
8 Barings LLC 439.64K -1.16M
Decreased by -264.70%
Sep 30, 23
9 Legal & General Group PLC 415.75K -8.67K
Decreased by -2.09%
Sep 30, 23
10 Fort Washington Investment Advisors Inc 410.36K 0.00
Increased by 0.00%
Sep 30, 23
11 Confluence Investment Management LLC 395.22K 291.00
Increased by +0.07%
Sep 30, 23
12 Davidson D A & Co 346.86K 12.74K
Increased by +3.67%
Sep 30, 23
13 Hennion & Walsh Asset Management Inc 312.47K 14.07K
Increased by +4.50%
Sep 30, 23
14 BlackRock Inc 309.97K 7.79K
Increased by +2.51%
Sep 30, 23
15 LSV Asset Management 278.30K 0.00
Increased by 0.00%
Sep 30, 23
16 Advisors Asset Management 259.54K 17.21K
Increased by +6.63%
Sep 30, 23
17 Raymond James & Associates 240.65K -20.88K
Decreased by -8.67%
Sep 30, 23
18 UBS Group AG 236.22K -29.04K
Decreased by -12.29%
Sep 30, 23
19 Muzinich & Co Inc 202.79K -26.81K
Decreased by -13.22%
Sep 30, 23
20 LPL Financial Corp 202.28K 27.04K
Increased by +13.37%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder Shares Change Date reported
1 VanEck BDC Income ETF 1.05M 0.00
Increased by 0.00%
Dec 30, 23
2 Invesco KBW High Dividend Yld Fincl ETF 728.53K 0.00
Increased by 0.00%
Dec 29, 23
3 First Trust Specialty Finance 332.00K 0.00
Increased by 0.00%
Aug 31, 23
4 Fort Washington Strategic Income 206.61K 0.00
Increased by 0.00%
Sep 30, 23
5 iShares Listed Private Eq ETF USD Dist 195.63K 0.00
Increased by 0.00%
Dec 29, 23
6 Undrly L&G Pen PMC Multi Asset 177.61K 177.61K
Increased by +100.00%
Sep 30, 23
7 Nikko High Income BDC Mother Fund 145.10K 15.10K
Increased by +10.41%
May 22, 23
8 Nikko Active BDC Mother 112.31K 7.20K
Increased by +6.41%
May 22, 23
9 Winthrop Ultra-Short Fixed Income 70.00K 70.00K
Increased by +100.00%
Apr 30, 23
10 Acadian Glbl Mgd Vol Eq UCITS A USD Acc 68.54K 0.00
Increased by 0.00%
May 31, 23
11 Confluence BDC-Wrap 54.11K 1.75K
Increased by +3.23%
Sep 30, 23
12 SMDS US High Income BDC Mother 52.40K 51.80K
Increased by +98.85%
May 12, 23
13 BankInvest Børsnoterede Alt. Akk. W 44.76K 0.00
Increased by 0.00%
Jun 30, 23
14 Virtus Private Credit ETF 43.03K 0.00
Increased by 0.00%
Dec 29, 23
15 DP Selección B FI 31.00K 31.00K
Increased by +100.00%
Dec 31, 23
16 Mediobanca SICAV PE Strat C 30.95K 0.00
Increased by 0.00%
Nov 30, 23
17 FlexShares® Listed Priv Eq ETF USD Acc 25.38K 0.00
Increased by 0.00%
Dec 29, 23
18 Purpose Specialty Lending Trust Series F 20.91K 0.00
Increased by 0.00%
Dec 31, 23
19 Blackstone Alternative Multi-Strategy I 6.30K 1.90K
Increased by +30.16%
Sep 30, 23
20 The Winton Fund USD Tranche B 5.22K 5.22K
Increased by +100.00%
Sep 30, 23