CUSIP 746729508BDC INCOME ETFPBDCQ4 2025
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Condor Capital Management | 340.8K | $10.43M |
| 2 | Evolution Wealth Advisors, LLC | 128.4K | $3.93M |
| 3 | Cetera Investment Advisers | 106.3K | $3.25M |
| 4 | Corient Private Wealth LLC | 93.1K | $2.85M |
| 5 | Lpl Financial LLC | 88.6K | $2.71M |
| 6 | Steward Partners Investment Advisory, LLC | 84.1K | $2.57M |
| 7 | Stonebridge Financial Planning Group, LLC | 74.6K | $2.28M |
| 8 | Haven Private, LLC | 59.5K | $1.82M |
| 9 |
| Commonwealth Equity Services, LLC |
| 50.2K |
| $1.54M |
| 10 | Rfg Advisory, LLC | 46.6K | $1.43M |