Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 1000.00%
2 IWN 1000.00%
3 IWV 1000.00%
4 BDCL 9.85%
5 BDCY 1.29%
6 BDCS 0.66%

Top 20 institutional holders

Rank Holder Shares Change Date reported
1 JPMorgan Chase & Co 844.09K 27.84K
Increased by +3.30%
Mar 31, 22
2 First Republic Inv Mgmt Inc 313.78K 2.20K
Increased by +0.70%
Mar 31, 22
3 BlackRock Inc 106.79K 1.75K
Increased by +1.63%
Dec 31, 21
4 Advisors Asset Management 100.85K -19.55K
Decreased by -19.38%
Mar 31, 22
5 Legal & General Group PLC 95.19K 2.01K
Increased by +2.11%
Mar 31, 22
6 Mackenzie Investments 93.69K 15.08K
Increased by +16.09%
Mar 31, 22
7 Royal Bank of Canada 89.46K -4.91K
Decreased by -5.49%
Mar 31, 22
8 Two Sigma Advisers, LLC 74.40K -13.80K
Decreased by -18.55%
Mar 31, 22
9 RiverNorth Capital Management, LLC 69.42K 69.42K
Increased by +100.00%
Mar 31, 22
10 Two Sigma Investments LLC 53.47K -32.36K
Decreased by -60.52%
Mar 31, 22
11 Advisor Group Holdings, Inc. 50.03K 12.18K
Increased by +24.34%
Mar 31, 22
12 Yakira Capital Management, Inc. 35.72K 35.72K
Increased by +100.00%
Mar 31, 22
13 Morgan Stanley - Brokerage Accounts 30.75K 943.00
Increased by +3.07%
Mar 31, 22
14 Confluence Investment Management LLC 25.96K 169.00
Increased by +0.65%
Mar 31, 22
15 Wedbush Morgan Securities Inc 23.18K 8.02K
Increased by +34.61%
Mar 31, 22
16 Virtus ETF Advisers LLC 23.15K -13.47K
Decreased by -58.18%
Mar 31, 22
17 Commonwealth Equity Services Inc 22.57K -1.79K
Decreased by -7.95%
Mar 31, 22
18 Polar Capital Holdings PLC 22.15K 0.00
Increased by 0.00%
Mar 31, 22
19 Stifel Financial Corp 19.80K 19.80K
Increased by +100.00%
Mar 31, 22
20 Sfmg LLC 14.83K 0.00
Increased by 0.00%
Mar 31, 22

Top 20 mutual fund holders

Rank Holder Shares Change Date reported
1 Mackenzie Diversified Alternatives F5 89.11K 15.03K
Increased by +16.86%
Mar 31, 22
2 RiverNorth Core Opportunity R 40.01K 40.01K
Increased by +100.00%
Mar 31, 22
3 RiverNorth Doubleline Strategic Inc I 29.41K 29.41K
Increased by +100.00%
Mar 31, 22
4 Polar Capital Fincls Income B1 Inst Inc 22.15K 0.00
Increased by 0.00%
Mar 31, 22
5 Confluence BDC-Wrap 13.29K 1.00K
Increased by +7.54%
Mar 31, 22
6 Mediobanca SICAV PE Strat C 8.13K 0.00
Increased by 0.00%
Mar 31, 22
7 TCW Fds Multi-Income US Equities XJ-MD 5.16K 0.00
Increased by 0.00%
Mar 31, 22
8 Mackenzie Private Income Bal Pool PWF 2.14K 0.00
Increased by 0.00%
Mar 31, 22
9 USAA Extended Market Index 1.95K -174.00
Decreased by -8.92%
Mar 31, 22
10 Mackenzie Priv Global Inc Bal Pool PWF 1.26K 0.00
Increased by 0.00%
Mar 31, 22
11 Blackstone Alternative Multi-Strategy I 1.20K 300.00
Increased by +25.00%
Dec 31, 21
12 Mackenzie Portfolio Completion ETF 846.00 0.00
Increased by 0.00%
Mar 31, 22
13 JHVIT Total Stock Market Index I 444.00 0.00
Increased by 0.00%
Mar 31, 22
14 Analyst BDC 350.00 -30.00
Decreased by -8.57%
Mar 31, 22
15 Mackenzie Pr Glb Cons Inc Bal Pool LF 326.00 0.00
Increased by 0.00%
Mar 31, 22
16 AAM Business Dev Co Opps 2019-4 CA 100.00 0.00
Increased by 0.00%
Dec 8, 21
17 AAM Business Dev Co Opps 2020-1 CA 100.00 0.00
Increased by 0.00%
Mar 9, 22