Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SDEF 2.28%
2 VPC 1.96%
3 BDCY 1.70%
4 FXED 1.13%
5 BDCS 0.56%
6 DVDN 0.24%

Top 20 institutional holders

Rank Holder Shares Change Date reported
1 Sound Income Strategies 1.01M 48.08K
Increased by +4.74%
Mar 31, 25
2 Two Sigma Advisers, LLC 341.85K 22.20K
Increased by +6.49%
Mar 31, 25
3 Ethos Financial Group LLC 200.06K 200.06K
Increased by +100.00%
Mar 31, 25
4 Two Sigma Investments LLC 195.22K -16.57K
Decreased by -8.49%
Mar 31, 25
5 Advisors Asset Management 165.42K -27.49K
Decreased by -16.62%
Dec 31, 24
6 Legal & General Group PLC 150.04K -8.06K
Decreased by -5.37%
Mar 31, 25
7 Virtus Investment Advisors (VIA) 133.02K 133.02K
Increased by +100.00%
Mar 31, 25
8 Millennium Management LLC 129.98K 82.26K
Increased by +63.29%
Dec 31, 24
9 Basso Capital Management LP 120.14K 0.00
Increased by 0.00%
Mar 31, 25
10 Bank of America Corp 96.34K 55.04K
Increased by +57.13%
Mar 31, 25
11 Raymond James & Associates 83.33K -11.56K
Decreased by -13.87%
Sep 30, 24
12 Gables Capital Management Inc 82.93K -175.00
Decreased by -0.21%
Mar 31, 25
13 BlackRock Inc 78.63K 4.27K
Increased by +5.44%
Mar 31, 25
14 Marshall Wace Asset Management Ltd 76.53K 23.82K
Increased by +31.12%
Sep 30, 24
15 Independent Advisor Alliance 75.92K 75.92K
Increased by +100.00%
Dec 31, 24
16 Citadel Advisors Llc 74.78K 74.78K
Increased by +100.00%
Dec 31, 24
17 Ronald Blue Trust, Inc. 66.78K 12.33K
Increased by +18.46%
Mar 31, 25
18 Atria Wealth Solutions, Inc. 65.17K 894.00
Increased by +1.37%
Sep 30, 24
19 Benjamin F. Edwards & Company, Llc 61.80K 20.80K
Increased by +33.66%
Dec 31, 23
20 Squarepoint Ops LLC 60.89K 15.79K
Increased by +25.93%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder Shares Change Date reported
1 Alternative Credit Income I 207.33K 0.00
Increased by 0.00%
Mar 31, 25
2 Virtus Private Credit ETF 121.51K 0.00
Increased by 0.00%
Apr 30, 25
3 iShares Listed Private Eq ETF USD Dist 103.22K 0.00
Increased by 0.00%
Apr 30, 25
4 Undrly L&G Pen PMC Multi Asset 72.07K 72.07K
Increased by +100.00%
Sep 30, 23
5 Sound Income Strategies Core Plus SMA 57.83K 57.83K
Increased by +100.00%
Jun 30, 23
6 Sound Income Strategies Income Plus SMA 57.83K 57.83K
Increased by +100.00%
Jun 30, 23
7 Sound Enhanced Fixed Income ETF 49.46K 0.00
Increased by 0.00%
Apr 30, 25
8 BankInvest Børsnoterede Alt. Akk. W 41.82K 1.32K
Increased by +3.16%
Oct 31, 24
9 Undrly L&G Pen PMC Diversified 41.80K 41.80K
Increased by +100.00%
Dec 31, 23
10 Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ 37.99K 893.00
Increased by +2.35%
Mar 31, 25
11 SMDS US High Income BDC Mother 36.59K 36.19K
Increased by +98.91%
May 12, 23
12 Putnam BDC Income ETF 36.02K 2.46K
Increased by +6.84%
Jan 31, 24
13 DP Selección B FI 29.00K 29.00K
Increased by +100.00%
Dec 31, 23
14 Micro Cap Value Equity 9.90K 0.00
Increased by 0.00%
Mar 31, 25
15 Mediobanca SICAV PE Strat C 8.00K 0.00
Increased by 0.00%
Apr 30, 25
16 FlexShares® Listed Priv Eq ETF USD Acc 7.88K 97.00
Increased by +1.23%
Apr 30, 25
17 Sun Life CC&L Group Income & Growth Seg 4.52K 4.52K
Increased by +100.00%
May 31, 24
18 Blackstone Alternative Multi-Strategy I 3.20K 0.00
Increased by 0.00%
Dec 31, 24
19 RAM (Lux) Sys US Sustainable Eqs B USD 1.94K 932.00
Increased by +47.94%
Jun 30, 23
20 RAM (Lux) Sys Global Equity Inc R USD 1.51K 45.00
Increased by +2.98%
Jun 30, 24