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Equibles

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Position in BBDC — Barings BDC, Inc.

CIK 1632972 PLYMOUTH, MN
Back to BBDC Full portfolio

Position in BBDC

as of Jun 30, 2026 · filed Jul 15, 2026
Position Value
$798,017
+$61,260 QoQ
Shares Held
93,664
+4.6% QoQ
Ownership
0.089%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#49
of 201 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in BBDC Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $470,520,508 across 174 Asset Management names. BBDC ranks #69 (0.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 IVZ
Invesco Ltd.
 1,969,959 $51,987,218
2 BLK
BlackRock, Inc.
 50,374 $48,437,623
3 STT
State Street Corp
 269,468 $45,701,772
4 BX
Blackstone Inc.
 256,063 $30,130,933
5 TROW
Price T Rowe Group Inc
 215,256 $24,472,454
6 PHYS
Sprott Physical Gold Trust
 662,675 $19,992,904
7 AMP
Ameriprise Financial Inc
 33,437 $15,339,558
8 BEN
Franklin Resources Inc
 446,300 $14,848,401

All Filings in BBDC

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9 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $798,017 93,664
2026-03-31 $736,757 89,521
2025-12-31 $1,376,421 149,937
2025-09-30 $1,302,690 148,709
2025-06-30 $1,428,289 156,268
2025-03-31 $1,453,323 152,340
2024-12-31 $781,380 81,649
2024-09-30 $721,603 73,633
2024-06-30 $731,005 75,129