Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DVDN 5.52%
2 FBDC 4.90%
3 PBDC 3.20%
4 NMBL 2.46%
5 HIPS 2.27%
6 KBWD 2.26%
7 BDCX 1.72%
8 BDCZ 1.72%
9 BDCY 1.55%
10 PEX 1.39%
11 VPC 1.25%
12 BDCS 1.02%
13 MYLD 0.93%
14 LBO 0.90%
15 BIZD 0.77%
16 PSP 0.26%
17 SMHB 0.22%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Barings LLC 13.64M (14.35%) 0.00
Increased by 0.00%
Dec 31, 25
2 Private Management Group Inc 3.77M (3.96%) 481.17K
Increased by +12.78%
Dec 31, 25
3 Ares Management LLC 3.59M (3.78%) -206.94K
Decreased by -5.76%
Dec 31, 25
4 Van Eck Associates Corporation 2.29M (2.41%) -185.74K
Decreased by -8.10%
Dec 31, 25
5 Cresset Asset Management, LLC 1.95M (2.06%) -159.80K
Decreased by -8.18%
Dec 31, 25
6 Relative Value Partners Group LLC 1.37M (1.44%) -6.05K
Decreased by -0.44%
Mar 31, 24
7 Punch & Associates Inv Mgmt Inc 1.21M (1.28%) -45.83K
Decreased by -3.78%
Dec 31, 24
8 UBS Group AG 1.21M (1.27%) 27.42K
Increased by +2.27%
Sep 30, 25
9 Amvescap Plc. 1.16M (1.22%) 40.77K
Increased by +3.51%
Sep 30, 25
10 Raymond James Finl Svs Advisors, Inc. 1.11M (1.17%) 270.11K
Increased by +24.35%
Sep 30, 24
11 The Colony Group LLC 1.00M (1.06%) 1.00M
Increased by +100.00%
Dec 31, 25
12 Kovitz Investment Group Partners, LLC 972.32K (1.02%) -68.22K
Decreased by -7.02%
Sep 30, 25
13 Diameter Capital Partners LP 966.37K (1.02%) 966.37K
Increased by +100.00%
Dec 31, 25
14 Franklin Resources Inc 884.84K (0.93%) 58.18K
Increased by +6.58%
Sep 30, 25
15 Wells Fargo & Co 879.83K (0.93%) 41.47K
Increased by +4.71%
Sep 30, 25
16 BlackRock Inc 864.20K (0.91%) 229.15K
Increased by +26.52%
Sep 30, 25
17 RiverNorth Capital Management, LLC 806.07K (0.85%) 203.60K
Increased by +25.26%
Dec 31, 25
18 Morgan Stanley - Brokerage Accounts 773.22K (0.81%) -88.14K
Decreased by -11.40%
Sep 30, 25
19 Dimension Capital Management LLC 758.94K (0.80%) 117.61K
Increased by +15.50%
Dec 31, 25
20 Harbor Capital Advisors Inc 756.34K (0.80%) 15.78K
Increased by +2.09%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 VanEck BDC Income ETF 1.73M (1.82%) 0.00
Increased by 0.00%
Feb 28, 26
2 Invesco KBW High Dividend Yld Fincl ETF 1.08M (1.13%) 0.00
Increased by 0.00%
Aug 29, 25
3 Putnam BDC Income ETF 892.55K (0.94%) -5.27K
Decreased by -0.59%
Feb 28, 26
4 Embark Small Cap Equity Institutional 611.71K (0.64%) -144.63K
Decreased by -23.64%
Jan 31, 25
5 iShares Listed Private Eq ETF USD Dist 570.77K (0.60%) 0.00
Increased by 0.00%
Feb 28, 26
6 BankInvest Børsnoterede Alt. Akk. W 452.42K (0.48%) 38.60K
Increased by +8.53%
Aug 31, 25
7 Undrly L&G Pen PMC Multi Asset 331.13K (0.35%) 331.13K
Increased by +100.00%
Sep 30, 23
8 GraniteShares HIPS US High Income ETF 266.39K (0.28%) 0.00
Increased by 0.00%
Feb 27, 26
9 RiverNorth Doubleline Strategic Inc I 250.00K (0.26%) 25.00K
Increased by +10.00%
Dec 31, 25
10 SEB Listed Private Equity Fund ID (EUR) 239.44K (0.25%) 239.44K
Increased by +100.00%
Jan 31, 26
11 Royce Micro Cap Trust 215.30K (0.23%) 0.00
Increased by 0.00%
Sep 30, 24
12 Undrly L&G Pen PMC Diversified 197.00K (0.21%) -2.52K
Decreased by -1.28%
Sep 30, 24
13 First Trust Specialty Finance 196.68K (0.21%) 0.00
Increased by 0.00%
Feb 26, 26
14 Royce Value Trust 191.59K (0.20%) 0.00
Increased by 0.00%
Sep 30, 23
15 Länsförsäkringar Multistrategi 179.42K (0.19%) 12.31K
Increased by +6.86%
Feb 28, 26
16 FID DC L&G Diversified Fund 177.45K (0.19%) 10.49K
Increased by +5.91%
Nov 30, 25
17 Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ 171.99K (0.18%) 24.33K
Increased by +14.15%
Dec 31, 25
18 Manning & Napier Callodine Equity Inc I 161.14K (0.17%) -13.86K
Decreased by -8.60%
Mar 31, 24
19 VanEck Global Listed Priv Crdt AUD H ETF 159.91K (0.17%) 3.04K
Increased by +1.90%
Mar 31, 25
20 Nikko High Income BDC Mother Fund 152.76K (0.16%) 27.63K
Increased by +18.08%
Nov 20, 24