Position in ISD
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$970,786
-$407,293 QoQ
Shares Held
73,768
-22.5% QoQ
Ownership
0.221%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ISD Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Savvy Advisors, Inc. holds $26,852,281 across 56 Asset Management names. ISD ranks #7 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
2,928 | $2,815,886 | |
| 2 | BX |
Blackstone Inc.
|
19,427 | $2,233,910 | |
| 3 | ARCC |
Ares Capital Corp
|
88,824 | $1,600,608 | |
| 4 | GBAB |
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
|
83,387 | $1,209,111 | |
| 5 | PSLV |
Sprott Physical Silver Trust
|
48,948 | $1,193,841 | |
| 6 | MAIN |
Main Street Capital CORP
|
20,350 | $1,077,736 | |
| 7 | ISD |
PGIM High Yield Bond Fund, Inc.
This page
|
73,768 | $970,786 | |
| 8 | TSLX |
Sixth Street Specialty Lending, Inc.
|
49,345 | $906,961 |
All Filings in ISD
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $970,786 | 73,768 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,378,079 | 95,237 | Shares | Sole | 2026-01-20 | |
| No filing history on record for this holder in this stock. | ||||||