Who Owns FT Confluence BDC & Specialty Finance Income ETF (FBDC)?Hedge Fund & Institutional Holders
Institutional Holders
16
as of Q4 2025
Total Institutional Value
$30001000400263196672.0T
% of Float Held
—
QoQ Change in Holders
+6 / -3
Price History
FBDC — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Closed-End Fund Advisors, Inc. | New Position | +14K | +$263K |
| UHLMANN PRICE SECURITIES, LLC | New Position | +10K | +$199K |
| CWM, LLC | New Position | +4K | +$84K |
| UBS Group AG | New Position | +201 | +$3K |
| COMMONWEALTH EQUITY SERVICES, LLC | New Position | +30K | +$0 |
| SYM FINANCIAL Corp | New Position | +12K | +$0 |
| OSAIC HOLDINGS, INC. | Increased | +1K | +$-174.1M |
| CITADEL ADVISORS LLC | Increased | +19K | +$-339.1M |
| NBC SECURITIES, INC. | Increased | +2K | +$-375.9M |
FBDC — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| LPL Financial LLC | Decreased | -33K | -$4.5B |
| GOLDMAN SACHS GROUP INC | Decreased | -79K | -$2.6B |
| MORGAN STANLEY | Decreased | -14K | -$1.7B |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Decreased | -26K | -$988.1M |
| Atlas Wealth LLC | Closed Position | -12K | -$235.2M |
| WELLS FARGO & COMPANY/MN | Decreased | -5K | -$149.3M |
| US BANCORP \DE\ | Closed Position | -580 | -$11.5M |
| Newbridge Financial Services Group, Inc. | Closed Position | -259 | -$5.1M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 195,374 | $3.0M | 0.00% | Share |
| 2 | MORGAN STANLEY | 72,173 | $1.0M | 0.00% | Share |
| 3 | NBC SECURITIES, INC. | 20,632 | $400K | 0.03% | Share |
| 4 | Closed-End Fund Advisors, Inc. | 13,562 | $263K | 0.16% | Share |
| 5 | UHLMANN PRICE SECURITIES, LLC | 10,274 | $199K | 0.12% | Share |
| 6 | CWM, LLC | 4,353 | $84K | 0.00% | Share |
| 7 | UBS Group AG | 201 | $3K | 0.00% | Share |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | 29,653 | $0 | 0.00% | Share |
| 9 | SYM FINANCIAL Corp | 11,809 | $0 | 0.00% | Share |
| 10 | GOLDMAN SACHS GROUP INC | 50,587 | $0 | 0.00% | Share |
| 11 | CITADEL ADVISORS LLC | 36,298 | $0 | 0.00% | Share |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 23,685 | $0 | 0.00% | Share |
| 13 | OSAIC HOLDINGS, INC. | 9,235 | $0 | 0.00% | Share |
| 14 | OSAIC HOLDINGS, INC. | 17 | $0 | 0.00% | Share |
| 15 | WELLS FARGO & COMPANY/MN | 2,400 | $0 | 0.00% | Share |
| 16 | WELLS FARGO & COMPANY/MN | 300 | $0 | 0.00% | Share |
FBDC Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 14 | $4.9M | +3 |
| Q3 2025 | 11 | $11.0B | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 16 institutional investors hold FBDC (FT Confluence BDC & Specialty Finance Income ETF). The largest holder is LPL Financial LLC with $3.0M in shares. This quarter, 6 institutions opened new positions and 3 closed their positions.
Frequently Asked Questions
How many hedge funds own FBDC?
As of Q4 2025, 16 institutional investors report holding FBDC (FT Confluence BDC & Specialty Finance Income ETF) in their 13F filings.
Who is the largest institutional holder of FBDC?
The largest institutional holder of FBDC is LPL Financial LLC with $3.0M in shares.
Is institutional ownership of FBDC increasing or decreasing?
This quarter, 6 institutions opened new positions in FBDC and 3 closed their positions.