HBDC Institutional Ownership
Hilton BDC Corporate Bond ETF
1W: -0.7%
1M: -1.8%
3M: -2.2%
YTD: -2.9%
1Y: -3.4%
$24.22
-0.05 (-0.21%)
Weekly Expected Move ±0.6%
$24
$24
$24
$24
$24
Overview
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Holdings
Changes
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Analysis
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Short Interest
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Institutional Ownership — HBDC
11
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
24M
Total Invested
1
New Positions
2
Increased
7
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (14 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | &PARTNERS | 347,667 | $8M | -22,220 | -6.0% | 4Q | SEC ↗ |
| 2 | Hilton Capital Management, LLC | 308,285 | $7M | +104,660 | +51.4% | 5Q | SEC ↗ |
| 3 | Global Retirement Partners, LLC NEW | 177,387 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 4 | CITADEL ADVISORS LLC | 73,152 | $2M | -1,777 | -2.4% | 2Q | SEC ↗ |
| 5 | STIFEL FINANCIAL CORP | 28,566 | $692K | -7,306 | -20.4% | 4Q | SEC ↗ |
| 6 | GTS SECURITIES LLC | 22,440 | $543K | — | +0.0% | 3Q | SEC ↗ |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 17,694 | $429K | -7,351 | -29.4% | 2Q | SEC ↗ |
| 8 | UBS Group AG | 947 | $23K | +33 | +3.6% | 4Q | SEC ↗ |
| 9 | RAYMOND JAMES FINANCIAL INC | 0 | $0K | -26,568 | -100.0% | 1Q | SEC ↗ |
| 10 | Farther Finance Advisors, LLC | 0 | $0K | -1,112 | -100.0% | 2Q | SEC ↗ |
| 11 | LPL Financial LLC | 0 | $0K | -111,705 | -100.0% | 1Q | SEC ↗ |
| 12 | PRIVATE TRUST CO NA | 0 | $0K | -4,231 | -100.0% | 1Q | SEC ↗ |
| 13 | JANE STREET GROUP, LLC | 0 | $0K | -50,263 | -100.0% | 1Q | SEC ↗ |
| 14 | FLOW TRADERS U.S. LLC | 0 | $0K | -18,629 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (1)
| Holder | Shares | Value |
|---|---|---|
| Global Retirement Partners, LLC | 177,387 | $4M |
Sold Out (6)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| LPL Financial LLC | 111,705 | $3M |
| JANE STREET GROUP, LLC | 50,263 | $1M |
| RAYMOND JAMES FINANCIAL INC | 26,568 | $643K |
| FLOW TRADERS U.S. LLC | 18,629 | $451K |
| PRIVATE TRUST CO NA | 4,231 | $102K |
| Farther Finance Advisors, LLC | 1,112 | $27K |
Biggest Increases (2)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Hilton Capital Management, LLC | +104,660 | +51.4% | 308,285 |
| UBS Group AG | +33 | +3.6% | 947 |
Biggest Decreases (4)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| &PARTNERS | -22,220 | -6.0% | 347,667 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -7,351 | -29.4% | 17,694 |
| STIFEL FINANCIAL CORP | -7,306 | -20.4% | 28,566 |
| CITADEL ADVISORS LLC | -1,777 | -2.4% | 73,152 |