Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BDCS 9.35%
2 BDCY 4.52%

Top 20 institutional holders

Rank Holder Shares Change Date reported
1 Oak Hill Advisors LP 8.87M 1.28M
Increased by +14.46%
Mar 31, 21
2 Kohlberg Kravis Roberts & Co LP 7.32M 0.00
Increased by 0.00%
Mar 31, 21
3 Beach Point Capital Management LP 3.20M 2.19M
Increased by +68.33%
Mar 31, 21
4 LPL Financial Corp 1.58M -129.38K
Decreased by -8.18%
Mar 31, 21
5 Arrowstreet Capital Limited Partnership 1.34M 1.09M
Increased by +81.27%
Mar 31, 21
6 Advisor Group Holdings, Inc. 1.03M -4.58K
Decreased by -0.44%
Mar 31, 21
7 Kestra Advisory Services, LLC 993.42K -357.65K
Decreased by -36.00%
Mar 31, 21
8 1832 Asset Management L.P 974.48K 165.38K
Increased by +16.97%
Mar 31, 21
9 Van Eck Associates Corporation 939.04K 76.58K
Increased by +8.16%
Mar 31, 21
10 Millennium Management LLC 926.57K 308.18K
Increased by +33.26%
Mar 31, 21
11 BlackRock Inc 924.63K 921.48K
Increased by +99.66%
Mar 31, 21
12 Kalos Management Inc 564.41K 383.02K
Increased by +67.86%
Mar 31, 21
13 Stratos Wealth Partners, LTD 534.78K -14.74K
Decreased by -2.76%
Mar 31, 21
14 Geneos Wealth Management Inc 507.88K 3.99K
Increased by +0.79%
Mar 31, 21
15 AE Wealth Management LLC 494.06K -6.89K
Decreased by -1.39%
Mar 31, 21
16 Two Sigma Investments LLC 390.90K 11.12K
Increased by +2.85%
Mar 31, 21
17 California Public Employees Retrmnt Sys 386.26K -50.69K
Decreased by -13.12%
Mar 31, 21
18 H D Vest Advisory Services 373.58K -8.80K
Decreased by -2.36%
Mar 31, 21
19 Barber Financial Group, Inc. 359.35K 2.45K
Increased by +0.68%
Mar 31, 21
20 Tudor Investment Corp Et AL 344.80K 44.80K
Increased by +12.99%
Mar 31, 21

Top 20 mutual fund holders

Rank Holder Shares Change Date reported
1 Dynamic Alternative Yield Series IP 698.80K 0.00
Increased by 0.00%
Apr 30, 21
2 Dynamic Financial Services 235.00K 0.00
Increased by 0.00%
Apr 30, 21
3 McKinley Capital Business Development Co 224.70K -36.96K
Decreased by -16.45%
Mar 31, 21
4 Alternative Credit Income I 195.00K 0.00
Increased by 0.00%
May 31, 21
5 High Income Securities 121.24K 21.98K
Increased by +18.13%
Feb 28, 21
6 Mediobanca SICAV PE Strat C 80.00K 0.00
Increased by 0.00%
May 31, 21
7 Special Opportunities Fund 71.18K 0.00
Increased by 0.00%
Mar 31, 21
8 Mercer US Small/Mid Cap Equity Y3 70.75K 42.90K
Increased by +60.64%
May 31, 21
9 Strategic Advisers® Small-Mid Cap 56.94K 39.23K
Increased by +68.89%
May 31, 21
10 Dynamic Retirement Income+ F 48.50K 8.10K
Increased by +16.70%
May 31, 21
11 SMDS US High Income BDC Mother 42.03K -5.23K
Decreased by -12.45%
May 12, 21
12 Aon Global Equity Cl I 39.82K 39.82K
Increased by +100.00%
Jun 30, 21
13 USAA Extended Market Index 27.60K -869.00
Decreased by -3.15%
Mar 31, 21
14 Shelton BDC Income Institutional 19.90K 0.00
Increased by 0.00%
Mar 31, 21
15 Keeley Small-Mid Cap Value I 16.38K -437.00
Decreased by -2.67%
May 31, 21
16 Nordea 1 - North American Sm Cp BI USD 15.18K 10.44K
Increased by +68.80%
May 31, 21
17 A3 Alternative Income 13.10K 7.99K
Increased by +60.95%
Mar 31, 21
18 Thrivent Diversified Income Plus A 10.90K 0.00
Increased by 0.00%
May 31, 21
19 Thrivent Diversified Income Plus 7.70K 0.00
Increased by 0.00%
May 31, 21
20 Rhumbline Wilshire 5000 Index 6.55K 6.04K
Increased by +92.17%
Mar 31, 21