Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BDCL 3.90%
2 MLTI 0.43%
3 DVHL 0.40%

Top 20 institutional holders

Rank Holder Shares Change Date reported
1 Adalta Capital Management LLC 142.31K 6.59K
Increased by +4.63%
Mar 31, 24
2 22NW, LP 117.89K 0.00
Increased by 0.00%
Mar 31, 24
3 Morgan Stanley - Brokerage Accounts 64.81K -1.48K
Decreased by -2.29%
Mar 31, 24
4 American Financial Group Inc 64.33K 0.00
Increased by 0.00%
Mar 31, 24
5 Legal & General Group PLC 16.58K 0.00
Increased by 0.00%
Mar 31, 24
6 Northwestern Mutual Wealth Management Co 9.94K -121.52K
Decreased by -1.22 K%
Mar 31, 24
7 Royal Bank of Canada 6.40K 6.40K
Increased by +100.00%
Mar 31, 24
8 Advisor Group Holdings, Inc. 2.57K -17.00
Decreased by -0.66%
Mar 31, 24
9 Compagnie Lombard, Odier SCA 2.50K 0.00
Increased by 0.00%
Mar 31, 24
10 Hanson Mcclain Inc 2.17K 0.00
Increased by 0.00%
Mar 31, 24
11 UBS Group AG 2.12K 290.00
Increased by +13.71%
Mar 31, 24
12 Retirement Group, LLC 1.15K -50.00
Decreased by -4.33%
Mar 31, 24
13 Tower Research Capital LLC 985.00 985.00
Increased by +100.00%
Mar 31, 24
14 Wells Fargo & Co 261.00 1.00
Increased by +0.38%
Mar 31, 24
15 Archer Investment Corporation 126.00 0.00
Increased by 0.00%
Mar 31, 24
16 Almitas Capital LLC 0.00 -17.82K
Decreased by N/A%
Mar 31, 24
17 Susquehanna International Group, LLP 0.00 -5.35K
Decreased by N/A%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder Shares Change Date reported
1 High Income Securities 19.19K 0.00
Increased by 0.00%
Feb 29, 24
2 Undrly L&G Pen PMC Multi Asset 7.08K 7.08K
Increased by +100.00%
Sep 30, 23
3 Fidelity Nasdaq Composite Index 762.00 0.00
Increased by 0.00%
Apr 30, 24
4 Undrly L&G Pen PMC Consensus Idx 91.00 -12.00
Decreased by -13.19%
Mar 31, 24