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 3.14M 0.00
Increased by 0.00%
Dec 31, 25
2 Apollo Management Holdings LP 2.39M 7.00
Increased by +0.00%
Dec 31, 25
3 Apollo Management Holdings, L.P. 2.36M 5.00
Increased by +0.00%
Jun 30, 24
4 Van Eck Associates Corporation 2.32M -190.08K
Decreased by -8.19%
Dec 31, 25
5 Allspring Global Investments Holdings, LLC 1.98M -177.75K
Decreased by -8.98%
Dec 31, 24
6 Morgan Stanley - Brokerage Accounts 1.92M 29.69K
Increased by +1.55%
Sep 30, 25
7 UBS Group AG 1.70M 33.89K
Increased by +1.99%
Sep 30, 25
8 Next Capital Management LLC 1.48M 142.76K
Increased by +9.62%
Dec 31, 25
9 Diameter Capital Partners LP 1.01M 1.01M
Increased by +100.00%
Dec 31, 25
10 Amvescap Plc. 880.44K 110.00K
Increased by +12.49%
Sep 30, 25
11 Franklin Resources Inc 770.83K -1.71K
Decreased by -0.22%
Sep 30, 25
12 Muzinich & Co Inc 714.78K 143.26K
Increased by +20.04%
Dec 31, 25
13 Susquehanna International Group, LLP 684.88K 684.88K
Increased by +100.00%
Mar 31, 24
14 Legal & General Group PLC 651.85K 74.03K
Increased by +11.36%
Dec 31, 25
15 CF Capital LLC 651.33K 401.33K
Increased by +61.62%
Dec 31, 25
16 CURA WEALTH ADVISORS, LLC 641.92K 24.00K
Increased by +3.74%
Dec 31, 25
17 BlackRock Inc 611.88K 151.50K
Increased by +24.76%
Jun 30, 25
18 Ares Management LLC 545.53K 0.00
Increased by 0.00%
Dec 31, 25
19 Wells Fargo & Co 543.12K -41.85K
Decreased by -7.70%
Sep 30, 25
20 LPL Financial Corp 507.42K -31.05K
Decreased by -6.12%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder Shares Change Date reported
1 Thornburg Investment Income Builder A 3.24M 100.00K
Increased by +3.09%
Jan 31, 26
2 Thornburg Investment Income Builder Sep 3.24M 100.00K
Increased by +3.09%
Jan 31, 26
3 VanEck BDC Income ETF 1.76M 0.00
Increased by 0.00%
Feb 28, 26
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 1.01M -2.72K
Decreased by -0.27%
Feb 28, 26
6 Putnam BDC Income ETF 446.55K -2.63K
Decreased by -0.59%
Feb 28, 26
7 Accelerate Divers Crdt Inc ETF 352.97K 79.45K
Increased by +22.51%
Feb 28, 26
8 TrueShares Active Yield ETF 339.55K 330.74K
Increased by +97.40%
May 30, 25
9 BankInvest Børsnoterede Alt. Akk. W 278.62K 30.24K
Increased by +10.85%
Aug 31, 25
10 Dynamic Alternative Yield Series IP 230.00K 230.00K
Increased by +100.00%
Mar 31, 25
11 Undrly L&G Pen PMC Multi Asset 201.98K -27.90K
Decreased by -13.81%
Sep 30, 23
12 iShares Listed Private Eq ETF USD Dist 183.59K 0.00
Increased by 0.00%
Feb 28, 26
13 Accelerate Diversified Credit Income ETF 180.96K -5.68K
Decreased by -3.14%
Apr 30, 25
14 Undrly L&G Pen PMC Diversified 177.05K 177.05K
Increased by +100.00%
Nov 30, 24
15 Undrly L&G Diversified Life 176.97K -75.00
Decreased by -0.04%
Dec 31, 24
16 GraniteShares HIPS US High Income ETF 171.54K 2.37K
Increased by +1.38%
Nov 29, 24
17 DNB Fund - Private Equity Retail B 164.11K 0.00
Increased by 0.00%
Jul 31, 25
18 DNB Fund Listed Private Equity A EURDist 153.36K 95.76K
Increased by +62.44%
Jan 31, 26
19 Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ 149.34K 14.54K
Increased by +9.74%
Dec 31, 25
20 Länsförsäkringar Multistrategi 145.58K 22.44K
Increased by +15.41%
Feb 28, 26