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 3.24M 100.00K
Increased by +3.09%
Mar 31, 26
2 Apollo Management Holdings, L.P. 2.36M 5.00
Increased by +0.00%
Jun 30, 24
3 Apollo Management Holdings LP 2.35M -40.12K
Decreased by -1.71%
Mar 31, 26
4 Allspring Global Investments Holdings, LLC 1.98M -177.75K
Decreased by -8.98%
Dec 31, 24
5 Soros Fund Management LLC 1.94M 1.94M
Increased by +100.00%
Mar 31, 26
6 Next Capital Management LLC 1.87M 387.30K
Increased by +20.69%
Mar 31, 26
7 UBS Group AG 1.82M -206.03K
Decreased by -11.33%
Mar 31, 26
8 Van Eck Associates Corporation 1.81M -510.43K
Decreased by -28.18%
Mar 31, 26
9 Morgan Stanley - Brokerage Accounts 1.61M -129.06K
Decreased by -7.99%
Mar 31, 26
10 Amvescap Plc. 1.29M 383.54K
Increased by +29.63%
Mar 31, 26
11 Diameter Capital Partners LP 1.01M 1.01M
Increased by +100.00%
Dec 31, 25
12 Legal & General Group PLC 725.41K 73.56K
Increased by +10.14%
Mar 31, 26
13 Muzinich & Co Inc 716.50K 1.72K
Increased by +0.24%
Mar 31, 26
14 Susquehanna International Group, LLP 684.88K 684.88K
Increased by +100.00%
Mar 31, 24
15 Victory Capital Management Inc. 654.21K 654.21K
Increased by +100.00%
Mar 31, 26
16 CF Capital LLC 651.33K 401.33K
Increased by +61.62%
Dec 31, 25
17 CURA WEALTH ADVISORS, LLC 613.92K -28.00K
Decreased by -4.56%
Mar 31, 26
18 Sumitomo Mitsui Trust Group Inc 549.58K 0.00
Increased by 0.00%
Mar 31, 26
19 Ares Management LLC 545.53K 0.00
Increased by 0.00%
Mar 31, 26
20 Wells Fargo & Co 543.12K -41.85K
Decreased by -7.70%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder Shares Change Date reported
1 Thornburg Investment Income Builder A 3.24M 0.00
Increased by 0.00%
Apr 30, 26
2 Thornburg Investment Income Builder Sep 3.24M 0.00
Increased by 0.00%
Apr 30, 26
3 VanEck BDC Income ETF 1.57M 10.78K
Increased by +0.69%
May 30, 26
4 Invesco KBW High Dividend Yld Fincl ETF 1.31M 0.00
Increased by 0.00%
May 29, 26
5 Allspring Special Small Cap Value A 1.13M -492.40K
Decreased by -43.64%
Feb 28, 25
6 Putnam BDC Income ETF 430.09K 0.00
Increased by 0.00%
May 31, 26
7 Accelerate Divers Crdt Inc ETF 413.36K 170.44K
Increased by +41.23%
May 31, 26
8 Victory Pioneer Multi-Asset Income Y 385.67K 385.67K
Increased by +100.00%
Mar 31, 26
9 iShares Listed Private Eq ETF USD Dist 354.94K 4.38K
Increased by +1.24%
May 29, 26
10 TrueShares Active Yield ETF 339.55K 330.74K
Increased by +97.40%
May 30, 25
11 Amundi Fds Inc Opps I2 USD C 244.76K 244.76K
Increased by +100.00%
Mar 31, 26
12 BankInvest Børsnoterede Alt. Akk. W 241.36K -45.93K
Decreased by -19.03%
Nov 30, 25
13 Dynamic Alternative Yield Series IP 230.00K 230.00K
Increased by +100.00%
Mar 31, 25
14 Undrly L&G Pen PMC Multi Asset 201.98K -27.90K
Decreased by -13.81%
Sep 30, 23
15 Accelerate Diversified Credit Income ETF 180.96K -5.68K
Decreased by -3.14%
Apr 30, 25
16 Undrly L&G Pen PMC Diversified 177.05K 177.05K
Increased by +100.00%
Nov 30, 24
17 Undrly L&G Diversified Life 176.97K -75.00
Decreased by -0.04%
Dec 31, 24
18 GraniteShares HIPS US High Income ETF 171.54K 2.37K
Increased by +1.38%
Nov 29, 24
19 Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ 167.97K 18.63K
Increased by +11.09%
Mar 31, 26
20 DNB Fund - Private Equity Retail B 164.11K 0.00
Increased by 0.00%
Jul 31, 25