Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DVDN 7.04%
2 GABF 6.01%
3 PBDC 1.20%
4 BDCY 0.52%
5 BDCS 0.45%
6 OASC 0.34%
7 PSP 0.25%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Gabelli Funds LLC 1.26M (5.42%) -212.14K
Decreased by -16.81%
Dec 31, 25
2 J. Goldman & Co LP 610.81K (2.63%) 610.81K
Increased by +100.00%
Dec 31, 24
3 GatePass Capital, LLC 508.40K (2.18%) 12.30K
Increased by +2.42%
Dec 31, 25
4 Needham Investment Management, LLC 426.59K (1.83%) 0.00
Increased by 0.00%
Dec 31, 25
5 Thomas J Herzfeld Advisors Inc 264.34K (1.14%) -1.45M
Decreased by -548.44%
Jun 30, 25
6 We Are One Seven, LLC 262.00K (1.13%) -6.54K
Decreased by -2.50%
Dec 31, 25
7 Gamco Investors, Inc. Et Al 261.30K (1.12%) -21.20K
Decreased by -8.11%
Dec 31, 25
8 Jane Street Group LLC 251.03K (1.08%) 126.80K
Increased by +50.51%
Dec 31, 25
9 Bulldog Investors, LLC 202.15K (0.87%) -28.91K
Decreased by -14.30%
Jun 30, 25
10 Franklin Resources Inc 189.70K (0.82%) -50.85K
Decreased by -26.80%
Sep 30, 25
11 Acadian Asset Management LLC 176.55K (0.76%) 176.55K
Increased by +100.00%
Sep 30, 25
12 LPL Financial Corp 174.81K (0.75%) 86.93K
Increased by +49.73%
Dec 31, 25
13 Lokken Investment Group LLC 153.80K (0.66%) 0.00
Increased by 0.00%
Sep 30, 24
14 BlackRock Inc 143.23K (0.62%) 143.23K
Increased by +100.00%
Sep 30, 25
15 Two Sigma Investments LLC 143.20K (0.62%) -68.70K
Decreased by -47.98%
Dec 31, 25
16 Vanderbilt University 113.47K (0.49%) 0.00
Increased by 0.00%
Dec 31, 23
17 Millennium Management LLC 108.67K (0.47%) 88.31K
Increased by +81.26%
Dec 31, 23
18 Susquehanna International Group, LLP 107.46K (0.46%) -8.65K
Decreased by -8.05%
Mar 31, 25
19 INTREPID FAMILY OFFICE LLC 100.00K (0.43%) 0.00
Increased by 0.00%
Dec 31, 25
20 NJ State Employees Deferred Compnstin Pl 94.11K (0.40%) 0.00
Increased by 0.00%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Gabelli Equity Trust 633.67K (2.72%) -94.83K
Decreased by -14.97%
Dec 31, 25
2 Gabelli Equity Trust Inc 620.00K (2.66%) 20.00K
Increased by +3.23%
Dec 31, 24
3 Gabelli Dividend & Income 385.05K (1.65%) -34.95K
Decreased by -9.08%
Dec 31, 25
4 Putnam BDC Income ETF 241.85K (1.04%) -1.43K
Decreased by -0.59%
Feb 28, 26
5 Gabelli Financial Services Opp ETF 241.15K (1.04%) -84.69K
Decreased by -35.12%
Dec 31, 25
6 Special Opportunities Fund 182.63K (0.78%) 47.77K
Increased by +26.16%
Mar 31, 25
7 Embark Small Cap Equity Institutional 174.53K (0.75%) 15.21K
Increased by +8.71%
Mar 31, 25
8 Gabelli Dividend & Income Trust 132.00K (0.57%) 12.00K
Increased by +9.09%
Dec 31, 24
9 Special Opportunities Fund Inc 126.31K (0.54%) 0.00
Increased by 0.00%
Sep 30, 24
10 iShares Listed Private Eq ETF USD Dist 114.45K (0.49%) 0.00
Increased by 0.00%
Feb 28, 26
11 Invesco Global Listed Private Equity ETF 69.68K (0.30%) 0.00
Increased by 0.00%
Feb 27, 26
12 Embark Small Cap Equity Retirement 61.19K (0.26%) -11.49K
Decreased by -18.77%
Feb 28, 26
13 Catalyst/SMH Total Return Income A 42.47K (0.18%) 0.00
Increased by 0.00%
Dec 31, 25
14 OneAscent Enhanced Small and Mid Cap ETF 26.41K (0.11%) 278.00
Increased by +1.05%
Feb 27, 26
15 High Income Securities 22.93K (0.10%) 22.93K
Increased by +100.00%
Feb 28, 25
16 Acuitas US Microcap Institutional 21.55K (0.09%) -13.05K
Decreased by -60.56%
Dec 31, 25
17 Granahan Inv Mgt Small Cap Discoveries 21.55K (0.09%) 21.55K
Increased by +100.00%
Dec 31, 25
18 RBC Microcap Value I 16.41K (0.07%) -2.29K
Decreased by -13.92%
Jun 30, 24
19 Invesco BuyBack Achievers ETF 14.84K (0.06%) 130.00
Increased by +0.88%
Aug 29, 25
20 FlexShares® Listed Priv Eq ETF USD Acc 9.27K (0.04%) 0.00
Increased by 0.00%
Feb 26, 26