LPL Financial
HBDC icon

LPL Financial’s Hilton BDC Corporate Bond ETF HBDC Stock Holding History

LPL Financial’s Portfolio HBDC Stock Details HBDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-111,705
Closed -$2.81M – 6199
2025
Q4 		$2.81M Buy
+111,705
New +$2.81M ﹤0.01% 3066

Other funds holding HBDC

&Partners
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
Hilton Capital Management
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
GTS Securities
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Flow Traders U.S.
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial's HBDC Position: Q1 2026 in Review

LPL Financial sold out of Hilton BDC Corporate Bond ETF (HBDC) in Q1 2026, closing a stake of 111,705 shares — an estimated $2.81M sold.

LPL Financial first reported a position in HBDC in Q4 2025 and held it in 1 quarter. The position peaked at $2.81M in Q4 2025. 10 funds tracked by Wall St. Rank hold HBDC as of Q1 2026.

  • LPL Financial reported no remaining Hilton BDC Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • LPL Financial sold 111,705 Hilton BDC Corporate Bond ETF shares in Q1 2026, an estimated $2.81M.
  • LPL Financial first reported a position in Hilton BDC Corporate Bond ETF in Q4 2025 and held it in 1 quarter.
  • LPL Financial's Hilton BDC Corporate Bond ETF position peaked at $2.81M in Q4 2025.
  • 10 funds tracked by Wall St. Rank held Hilton BDC Corporate Bond ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.