Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DVDN 6.95%
2 KBWD 2.35%
3 VPC 1.83%
4 BIZD 0.68%
5 PBDC 0.60%
6 BFOR 0.25%
7 CSML 0.22%

Top 20 institutional holders

Rank Holder Shares Change Date reported
1 Bulldog Investors, LLC 1.68M 646.60K
Increased by +38.43%
Dec 31, 24
2 Van Eck Associates Corporation 1.23M -101.97K
Decreased by -8.31%
Mar 31, 25
3 Amvescap Plc. 1.04M 1.04M
Increased by +100.00%
Dec 31, 24
4 LPL Financial Corp 992.95K 25.71K
Increased by +2.59%
Mar 31, 25
5 International Assets Investment Management, LLC 871.08K 797.88K
Increased by +91.60%
Sep 30, 24
6 CAMBRIDGE Invest RESEARCH ADVISORS, INC. 859.40K -46.52K
Decreased by -5.41%
Mar 31, 25
7 Private Advisor Group, LLC 739.36K 71.43K
Increased by +9.66%
Mar 31, 25
8 Wells Fargo & Co 722.20K 711.97K
Increased by +98.58%
Dec 31, 24
9 Wealthfront Advisers LLC 605.15K 605.15K
Increased by +100.00%
Dec 31, 24
10 Two Sigma Advisers, LLC 598.60K 32.20K
Increased by +5.38%
Mar 31, 25
11 Renaissance Technologies Corp 577.30K 97.61K
Increased by +16.91%
Mar 31, 25
12 Punch & Associates Inv Mgmt Inc 556.21K -605.17K
Decreased by -108.80%
Mar 31, 24
13 Hennion & Walsh Asset Management Inc 555.37K 50.96K
Increased by +9.18%
Mar 31, 25
14 Morgan Stanley - Brokerage Accounts 548.56K 2.00K
Increased by +0.36%
Mar 31, 25
15 Feltz Wealth PLAN Inc. 528.46K 14.66K
Increased by +2.77%
Mar 31, 24
16 Acadian Asset Management LLC 524.97K -11.05K
Decreased by -2.10%
Mar 31, 24
17 Millennium Management LLC 518.30K -197.66K
Decreased by -38.14%
Mar 31, 24
18 Callodine Capital Management, LP 500.00K 0.00
Increased by 0.00%
Mar 31, 25
19 Pinkerton Retirement Specialists, LLC 478.32K -45.15K
Decreased by -9.44%
Mar 31, 25
20 Financial Gravity Wealth, Inc. 472.06K 0.00
Increased by 0.00%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder Shares Change Date reported
1 VanEck BDC Income ETF 1.17M 0.00
Increased by 0.00%
Apr 30, 25
2 Invesco KBW High Dividend Yld Fincl ETF 993.55K 0.00
Increased by 0.00%
Apr 30, 25
3 Special Opportunities Fund 909.62K 10.40K
Increased by +1.14%
Sep 30, 24
4 Special Opportunities Fund Inc 909.62K 10.40K
Increased by +1.14%
Sep 30, 24
5 High Income Securities 617.72K 0.00
Increased by 0.00%
May 31, 24
6 iShares Listed Private Eq ETF USD Dist 304.89K 0.00
Increased by 0.00%
Apr 30, 25
7 BankInvest Børsnoterede Alt. Akk. W 130.41K 32.27K
Increased by +24.74%
Oct 31, 24
8 Alternative Credit Income I 120.80K 0.00
Increased by 0.00%
Mar 31, 25
9 Putnam BDC Income ETF 117.44K -43.98K
Decreased by -37.45%
Apr 30, 25
10 Virtus Private Credit ETF 82.44K 0.00
Increased by 0.00%
Apr 30, 25
11 VanEck Global Listed Priv Crdt AUD H ETF 80.72K 1.53K
Increased by +1.90%
Mar 31, 25
12 Lazard US Sm Cap Eq WW Dist EUR 78.84K 12.82K
Increased by +16.26%
Feb 28, 25
13 Accelerate Divers Crdt Inc ETF 38.85K -2.42K
Decreased by -6.23%
Apr 30, 25
14 Accelerate Diversified Credit Income ETF 38.85K -2.42K
Decreased by -6.23%
Apr 30, 25
15 Barron's 400 ETF 30.76K 0.00
Increased by 0.00%
Aug 30, 24
16 Acadian Global Small-Cap Equity CIT Cl A 26.05K 26.05K
Increased by +100.00%
Jun 30, 24
17 Cambria Micro and Smcp Shld Yld ETF 25.97K 0.00
Increased by 0.00%
Aug 30, 24
18 IQ U.S. Small Cap ETF 22.55K 0.00
Increased by 0.00%
Apr 19, 24
19 FlexShares® Listed Priv Eq ETF USD Acc 18.05K 222.00
Increased by +1.23%
Apr 30, 25
20 Franklin U.S. Small Cap Equity I 17.46K 0.00
Increased by 0.00%
Dec 31, 23