Who owns FBDC?
FT Confluence BDC & Specialty Finance Income ETF · First Trust
14 institutions reported holding FBDC, worth $7.4M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of FBDC
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LPL Financial LLC | Fort Mill, SC | $2.9M | 168,292 | −19,237 shares |
| Stifel Financial Corp. | St. Louis, MO | $1.4M | 83,787 | +378 shares |
| Goldman Sachs Group Inc. | New York, NY | $1.0M | 59,516 | −53,124 shares |
| Morgan Stanley | New York, NY | $484K | 28,562 | −4,594 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $463K | 27,296 | −675 shares |
| Citadel Advisors LLC | Miami, FL | $396K | 23,363 | −7,418 shares |
| MML Investors Services, LLC | Springfield, MA | $258K | 15,218 | New position |
| SYM FINANCIAL Corp | Winona Lake, IN | $205K | 12,069 | No change |
| Uhlmann Price Securities, LLC | Skokie, IL | $185K | 10,899 | +321 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $59K | 3,460 | +237 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns FBDC?
14 institutional managers reported holding FBDC in Form 13F filings for June 30, 2026, worth $7.4M in total. The largest reported position was held by LPL Financial LLC, at $2.9M.
Did institutions buy or sell FBDC last quarter?
Reported 13F value fell 16.5% from March 31, 2026, which includes price moves as well as buying and selling. 3 firms reported a new position and 2 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is FBDC ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.