BDCIU
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -25.0% ·
share flow -30.0% ·
net new positions -20.0%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Toronto Dominion Bank | 312.01K | — | $3.16M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Hrt Financial Lp | 100.61K | — | $1.02M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Millennium Management ✦ | 97.75K | -72.7% | $991,205 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Stifel Financial Corp | 74.25K | — | $752,895 | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Citadel Advisors ✦ | 10.07K | New | $102,241 | 0.0% | New | 1 | SEC ↗ |
| 6 | UBS Group AG | 25 | — | $254 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $102,241 | 0.0% |
Exited
| Adage Capital Partners | $10.10M | was 0.0% |
| Marshall Wace | $1.01M | was 0.0% |
| JPMorgan Chase | $646,400 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 14 holders, 1.31M shares, $12.25M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.