Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PBDC 4.09%

Top 20 institutional holders

Rank Holder Shares Change Date reported
1 Thornburg Investment Management Inc 2.94M 0.00
Increased by 0.00%
Jun 30, 25
2 Van Eck Associates Corporation 2.39M 152.43K
Increased by +6.38%
Jun 30, 25
3 Apollo Management Holdings LP 2.39M 5.00
Increased by +0.00%
Jun 30, 25
4 Apollo Management Holdings, L.P. 2.36M 5.00
Increased by +0.00%
Jun 30, 24
5 Allspring Global Investments Holdings, LLC 1.98M -177.75K
Decreased by -8.98%
Dec 31, 24
6 Morgan Stanley - Brokerage Accounts 1.89M 64.09K
Increased by +3.40%
Jun 30, 25
7 UBS Group AG 1.67M 405.99K
Increased by +24.35%
Jun 30, 25
8 Franklin Resources Inc 772.54K 119.34K
Increased by +15.45%
Jun 30, 25
9 Amvescap Plc. 770.44K -108.13K
Decreased by -14.03%
Jun 30, 25
10 Next Capital Management LLC 725.40K 556.32K
Increased by +76.69%
Jun 30, 25
11 CURA WEALTH ADVISORS, LLC 708.96K 60.36K
Increased by +8.51%
Jun 30, 25
12 Susquehanna International Group, LLP 684.88K 684.88K
Increased by +100.00%
Mar 31, 24
13 Legal & General Group PLC 616.85K -8.13K
Decreased by -1.32%
Jun 30, 25
14 BlackRock Inc 611.88K 151.50K
Increased by +24.76%
Jun 30, 25
15 Wells Fargo & Co 584.97K 691.00
Increased by +0.12%
Jun 30, 25
16 Ares Management LLC 545.53K 63.50K
Increased by +11.64%
Jun 30, 25
17 LPL Financial Corp 538.47K -23.67K
Decreased by -4.40%
Jun 30, 25
18 Callodine Capital Management, LP 500.00K 90.15K
Increased by +18.03%
Jun 30, 25
19 Advisors Asset Management 473.88K 11.31K
Increased by +2.39%
Mar 31, 25
20 Neuberger Berman Group LLC 472.25K 458.00
Increased by +0.10%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder Shares Change Date reported
1 Thornburg Investment Income Builder A 2.94M 0.00
Increased by 0.00%
Jul 31, 25
2 Thornburg Investment Income Builder Sep 2.94M 0.00
Increased by 0.00%
Jul 31, 25
3 VanEck BDC Income ETF 2.09M -1.98K
Decreased by -0.09%
Aug 30, 25
4 Allspring Special Small Cap Value A 1.13M -492.40K
Decreased by -43.64%
Feb 28, 25
5 Invesco KBW High Dividend Yld Fincl ETF 792.46K 0.00
Increased by 0.00%
Aug 29, 25
6 Putnam BDC Income ETF 745.87K -60.92K
Decreased by -8.17%
Aug 31, 25
7 iShares Listed Private Eq ETF USD Dist 536.94K 0.00
Increased by 0.00%
Aug 31, 25
8 TrueShares Active Yield ETF 339.55K 330.74K
Increased by +97.40%
May 30, 25
9 Dynamic Alternative Yield Series IP 230.00K 230.00K
Increased by +100.00%
Mar 31, 25
10 Accelerate Divers Crdt Inc ETF 204.59K -71.66K
Decreased by -35.03%
Aug 31, 25
11 Undrly L&G Pen PMC Multi Asset 201.98K -27.90K
Decreased by -13.81%
Sep 30, 23
12 BankInvest Børsnoterede Alt. Akk. W 199.41K 46.10K
Increased by +23.12%
Feb 28, 25
13 Accelerate Diversified Credit Income ETF 180.96K -5.68K
Decreased by -3.14%
Apr 30, 25
14 Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ 180.44K 22.20K
Increased by +12.30%
Jun 30, 25
15 Undrly L&G Pen PMC Diversified 177.05K 177.05K
Increased by +100.00%
Nov 30, 24
16 Undrly L&G Diversified Life 176.97K -75.00
Decreased by -0.04%
Dec 31, 24
17 GraniteShares HIPS US High Income ETF 171.54K 2.37K
Increased by +1.38%
Nov 29, 24
18 FID DC L&G Diversified Fund 166.81K 6.43K
Increased by +3.86%
Jun 30, 25
19 DNB Fund - Private Equity Retail B 164.11K 0.00
Increased by 0.00%
Jul 31, 25
20 VanEck Global Listed Priv Crdt AUD H ETF 142.07K 2.70K
Increased by +1.90%
Mar 31, 25