Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DVDN 4.83%
2 BDCY 2.69%
3 BDCX 2.28%
4 BDCZ 2.28%
5 KBWD 2.22%
6 BDCS 1.81%
7 VPC 1.61%
8 BIZD 1.41%
9 PBDC 1.05%
10 SMHB 0.25%

Top 20 institutional holders

Rank Holder Shares Change Date reported
1 Morgan Stanley - Brokerage Accounts 2.35M 71.98K
Increased by +3.06%
Mar 31, 25
2 LSV Asset Management 1.26M -5.60K
Decreased by -0.45%
Mar 31, 25
3 Van Eck Associates Corporation 1.20M -93.44K
Decreased by -7.76%
Mar 31, 25
4 Bank of America Corp 1.06M -130.83K
Decreased by -12.32%
Mar 31, 25
5 Amvescap Plc. 659.56K 616.99K
Increased by +93.54%
Dec 31, 24
6 Two Sigma Advisers, LLC 516.80K 67.70K
Increased by +13.10%
Mar 31, 25
7 UBS Group AG 383.33K 241.06K
Increased by +62.89%
Dec 31, 24
8 Two Sigma Investments LLC 345.81K 57.74K
Increased by +16.70%
Mar 31, 25
9 Legal & General Group PLC 332.19K -4.43K
Decreased by -1.33%
Mar 31, 25
10 Millennium Management LLC 311.38K -115.85K
Decreased by -37.21%
Mar 31, 24
11 International Assets Investment Management, LLC 307.58K 289.46K
Increased by +94.11%
Sep 30, 24
12 D. E. Shaw & Co LP 277.15K -26.78K
Decreased by -9.66%
Sep 30, 23
13 Royal Bank of Canada 275.61K 5.05K
Increased by +1.83%
Mar 31, 25
14 Condor Capital Management 275.41K 8.57K
Increased by +3.11%
Mar 31, 25
15 Sumitomo Mitsui Trust Holdings Inc 245.27K -13.51K
Decreased by -5.51%
Jun 30, 24
16 Advisors Asset Management 239.97K -26.01K
Decreased by -10.84%
Dec 31, 24
17 Hager Investment Management Services, LLC 226.17K -2.10K
Decreased by -0.93%
Mar 31, 25
18 Neuberger Berman Group LLC 208.07K -61.94K
Decreased by -29.77%
Jun 30, 24
19 DH Logix, LLC 197.99K 0.00
Increased by 0.00%
Sep 30, 24
20 BlackRock Inc 197.32K -5.88K
Decreased by -2.98%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder Shares Change Date reported
1 VanEck BDC Income ETF 1.18M 65.77K
Increased by +5.56%
Apr 30, 25
2 Invesco KBW High Dividend Yld Fincl ETF 618.47K 0.00
Increased by 0.00%
Apr 30, 25
3 iShares Listed Private Eq ETF USD Dist 258.63K 0.00
Increased by 0.00%
Apr 30, 25
4 Accelerate Divers Crdt Inc ETF 195.50K -12.15K
Decreased by -6.21%
Apr 30, 25
5 Accelerate Diversified Credit Income ETF 195.50K -12.15K
Decreased by -6.21%
Apr 30, 25
6 Undrly L&G Pen PMC Multi Asset 156.22K 156.22K
Increased by +100.00%
Sep 30, 23
7 Nikko Active BDC Mother 128.37K 0.00
Increased by 0.00%
May 20, 24
8 Undrly L&G Pen PMC Diversified 97.12K -25.00
Decreased by -0.03%
Jun 30, 24
9 LSV Small Cap Value Institutional 95.90K 5.60K
Increased by +5.84%
Mar 31, 25
10 FID DC L&G Diversified Fund 92.23K -3.81K
Decreased by -4.13%
Jan 31, 25
11 Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ 84.11K 5.12K
Increased by +6.09%
Mar 31, 25
12 VanEck Global Listed Priv Crdt AUD H ETF 77.12K 1.47K
Increased by +1.90%
Mar 31, 25
13 Putnam BDC Income ETF 68.65K -84.39K
Decreased by -122.92%
Sep 30, 24
14 Optimum Small-Mid Cap Value Instl 64.60K 0.00
Increased by 0.00%
Mar 31, 25
15 Virtus Private Credit ETF 47.49K 0.00
Increased by 0.00%
Apr 30, 25
16 ALPS Global Opportunity I 35.53K 1.63K
Increased by +4.57%
Jun 30, 24
17 ALPS Global Opportunity I USD 35.53K 1.63K
Increased by +4.57%
Jun 30, 24
18 Abante Quant Value Small Caps FI 30.44K 0.00
Increased by 0.00%
Mar 31, 25
19 Micro Cap Value Equity 27.80K 0.00
Increased by 0.00%
Mar 31, 25
20 Mediobanca SICAV PE Strat C 23.00K 0.00
Increased by 0.00%
Apr 30, 25