OneDigital Investment Advisors LLC

Position in BBDC — Barings BDC, Inc.

CIK 1690370 OVERLAND PARK, KS

Position in BBDC

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$293,909

-$33,927 QoQ

Shares Held

35,712

0.0% QoQ

Ownership

0.034%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2022

12 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

OneDigital Investment Advisors LLC holds $38,898,463 across 33 Asset Management names. BBDC ranks #24 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RJF	Raymond James Financial Inc	39,911	$5,778,713
2	SII	Sprott Inc.	27,369	$3,911,030
3	PSLV	Sprott Physical Silver Trust	145,710	$3,553,866
4	BLK	BlackRock, Inc.	3,140	$3,019,769
5	NAD	Nuveen Quality Municipal Income Fund	233,576	$2,686,124
6	SPPP	Sprott Physical Platinum & Palladium Trust	133,306	$2,070,242
7	NAC	Nuveen California Quality Municipal Income Fund	170,888	$1,990,845
8	NMZ	Nuveen Municipal High Income Opportunity Fund	186,486	$1,935,724

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$293,909	35,712	0.0%	Shares	Sole	2026-05-08
2025-12-31	$327,836	35,712	-0.2%	Shares	Sole	2026-02-13
2025-09-30	$313,529	35,791	+9.9%	Shares	Sole	2025-11-10
2025-06-30	$297,680	32,569	+188.9%	Shares	Sole	2025-08-07
2025-03-31	$107,563	11,275	0.0%	Shares	Sole	2025-04-29
2024-12-31	$107,901	11,275	-2.7%	Shares	Sole	2025-02-13
2023-06-30	$90,802	11,582	-21.2%	Shares	Sole	2023-08-07
2023-03-31	$116,702	14,698	-11.0%	Shares	Sole	2023-05-10
2022-12-31	$134,613	16,517	-31.7%	Shares	Sole	2023-02-02
2022-09-30	$200,059	24,191	-0.0%	Shares	Sole	2022-11-08
2022-06-30	$225,227	24,192	-13.8%	Shares	Sole	2022-08-08
2022-03-31	$290,357	28,081	—	Shares	Sole	2022-05-05
No filing history on record for this holder in this stock.