Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BDCZ 11.43%
2 BDCX 11.43%
3 BDCS 6.72%
4 DVDN 5.09%
5 PEX 4.54%
6 KBWD 4.23%
7 BDCY 4.17%
8 FBDC 3.62%
9 HYIN 3.40%
10 PBDC 3.04%
11 BIZD 3.04%
12 VPC 2.60%
13 TWIO 1.93%
14 HIPS 1.86%
15 CEFZ 1.84%
16 ERNZ 1.29%
17 MLTI 0.97%
18 PSP 0.52%
19 HDLB 0.25%
20 LBO 0.09%

Top 20 institutional holders

Rank Holder Shares Change Date reported
1 Oak Hill Advisors LP 8.98M 6.37M
Increased by +70.92%
Mar 31, 26
2 UBS Group AG 5.79M 1.99M
Increased by +34.30%
Mar 31, 26
3 Van Eck Associates Corporation 4.75M 661.92K
Increased by +13.95%
Mar 31, 26
4 LPL Financial Corp 4.41M 837.55K
Increased by +19.01%
Mar 31, 26
5 Morgan Stanley - Brokerage Accounts 3.71M 858.68K
Increased by +23.14%
Mar 31, 26
6 Saba Capital Management, LP 3.51M 3.51M
Increased by +100.00%
Mar 31, 26
7 International Assets Investment Management, LLC 3.17M 3.01M
Increased by +95.16%
Sep 30, 24
8 Beach Point Capital Management LP 3.13M 3.13M
Increased by +100.00%
Mar 31, 26
9 Commonwealth Equity Services Inc 2.55M -540.54K
Decreased by -21.17%
Mar 31, 26
10 Commonwealth Equity Services, LLC 2.55M -540.54K
Decreased by -21.17%
Mar 31, 26
11 Generali Asset Management SPA SGR 2.55M 0.00
Increased by 0.00%
Mar 31, 26
12 Legal & General Group PLC 2.52M 219.79K
Increased by +8.74%
Mar 31, 26
13 Diameter Capital Partners LP 2.27M 2.27M
Increased by +100.00%
Dec 31, 25
14 CURA WEALTH ADVISORS, LLC 2.26M -80.44K
Decreased by -3.55%
Mar 31, 26
15 D. E. Shaw & Co LP 2.22M 1.01M
Increased by +45.63%
Mar 31, 26
16 RiverNorth Capital Management, LLC 2.10M 1.79M
Increased by +85.31%
Mar 31, 26
17 Arete Wealth Advisors, LLC 1.73M 289.69K
Increased by +16.74%
Jun 30, 24
18 CCLA Investment Management Ltd 1.72M 17.29K
Increased by +1.00%
Dec 31, 25
19 Amvescap Plc. 1.72M 791.20K
Increased by +46.01%
Mar 31, 26
20 River Road Asset Management, LLC 1.68M -16.85K
Decreased by -1.00%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder Shares Change Date reported
1 VanEck BDC Income ETF 4.41M 30.34K
Increased by +0.69%
May 30, 26
2 Invesco KBW High Dividend Yld Fincl ETF 1.63M 0.00
Increased by 0.00%
May 29, 26
3 iShares Listed Private Eq ETF USD Dist 1.06M 4.64K
Increased by +0.44%
May 29, 26
4 Victory Pioneer Multi-Asset Income Y 882.70K 882.70K
Increased by +100.00%
Mar 31, 26
5 Undrly L&G Pen PMC Multi Asset 869.00K 431.15K
Increased by +49.61%
Sep 30, 23
6 Putnam BDC Income ETF 801.87K 0.00
Increased by 0.00%
May 31, 26
7 Dynamic Alternative Yield Series IP 800.00K 0.00
Increased by 0.00%
Jul 31, 24
8 CCLA COIF Charities Investment Acc 697.29K 0.00
Increased by 0.00%
Dec 31, 25
9 Amundi Fds Inc Opps I2 USD C 561.77K 561.77K
Increased by +100.00%
Mar 31, 26
10 Undrly L&G Pen PMC Diversified 523.59K 2.28K
Increased by +0.44%
Sep 30, 24
11 Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ 502.16K 50.29K
Increased by +10.01%
Mar 31, 26
12 RiverNorth Opportunities 459.46K 423.75K
Increased by +92.23%
Mar 31, 26
13 CCLA COIF Charities Ethical Invmt Acc 423.54K 0.00
Increased by 0.00%
Dec 31, 25
14 FID DC L&G Diversified Fund 412.00K -14.39K
Decreased by -3.49%
Apr 30, 26
15 CCLA CBF CoE Investment Acc 386.58K 0.00
Increased by 0.00%
Dec 31, 25
16 Accelerate Divers Crdt Inc ETF 341.28K 140.72K
Increased by +41.23%
May 31, 26
17 Loomis Sayles Mgd Acct Core Plus FI 305.00K 0.00
Increased by 0.00%
Dec 31, 25
18 T. Rowe Price OHA Flex Crdt Inc I 298.00K 298.00K
Increased by +100.00%
Mar 31, 26
19 Nikko High Income BDC Mother Fund 293.37K 48.58K
Increased by +16.56%
Nov 20, 24
20 Partners Group Listed Priv Eq EUR I Acc 267.81K 0.00
Increased by 0.00%
Feb 28, 25