Who Owns Hilton BDC Corporate Bond ETF (HBDC)?Hedge Fund & Institutional Holders
Institutional Holders
9
as of Q4 2025
Total Institutional Value
$7.04900010600048e+24T
% of Float Held
—
QoQ Change in Holders
+5 / -1
Price History
HBDC — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Hilton Capital Management, LLC | Increased | +243K | +$6.1B |
| PRIVATE TRUST CO NA | New Position | +4K | +$106.0M |
| UBS Group AG | Increased | +2K | +$36.8M |
| Farther Finance Advisors, LLC | New Position | +1K | +$27.0M |
| LPL Financial LLC | New Position | +112K | +$2.0M |
| GTS SECURITIES LLC | New Position | +27K | +$0 |
| RAYMOND JAMES FINANCIAL INC | New Position | +27K | +$0 |
| STIFEL FINANCIAL CORP | Increased | +22K | +$-381.5M |
| &PARTNERS | Increased | +22K | +$-8.8B |
HBDC — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| JANE STREET GROUP, LLC | Closed Position | -43K | -$1.1B |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | Hilton Capital Management, LLC | 280,287 | $7.0B | 0.53% | Share |
| 2 | PRIVATE TRUST CO NA | 4,231 | $106.0M | 0.01% | Share |
| 3 | UBS Group AG | 1,947 | $48.0M | 0.01% | Share |
| 4 | Farther Finance Advisors, LLC | 1,112 | $27.0M | 0.29% | Share |
| 5 | &PARTNERS | 370,152 | $9.0M | 0.05% | Share |
| 6 | LPL Financial LLC | 111,705 | $2.0M | 0.00% | Share |
| 7 | GTS SECURITIES LLC | 27,376 | $0 | 0.00% | Share |
| 8 | RAYMOND JAMES FINANCIAL INC | 26,568 | $0 | 0.00% | Share |
| 9 | STIFEL FINANCIAL CORP | 36,813 | $0 | 0.00% | Share |
HBDC Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 9 | $7.2B | +4 |
| Q3 2025 | 5 | $11.2B | +0 |
| Q2 2025 | 5 | $4.4B | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 9 institutional investors hold HBDC (Hilton BDC Corporate Bond ETF). The largest holder is Hilton Capital Management, LLC with $7.0B in shares. This quarter, 5 institutions opened new positions and 1 closed their positions.
Frequently Asked Questions
How many hedge funds own HBDC?
As of Q4 2025, 9 institutional investors report holding HBDC (Hilton BDC Corporate Bond ETF) in their 13F filings.
Who is the largest institutional holder of HBDC?
The largest institutional holder of HBDC is Hilton Capital Management, LLC with $7.0B in shares.
Is institutional ownership of HBDC increasing or decreasing?
This quarter, 5 institutions opened new positions in HBDC and 1 closed their positions.