As of the latest SEC filings, BERKELEY RESEARCH GROUP, LLC (BRKRES) is held by 6 institutional funds. The largest fund shareholder is Neuberger Floating Rate Income Fund (NFICX), holding an estimated $1,312,941.45 in market value, representing 0.28% of its portfolio.
Funds holding BERKELEY RESEARCH GROUP, LLC (BRKRES)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- BRKRES
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
NFICX
Neuberger Floating Rate Income Fund
|
MF | Neuberger Berman | 0.28% | $1,312,941.45 | 1,338,275 | Apr 30, 2026 | Jun 26, 2026 |
|
DFLIX
BNY Mellon Floating Rate Income Fund
|
MF | Independent / Boutique | 0.18% | $1,048,224.46 | 1,062,160 | Feb 28, 2026 | Apr 24, 2026 |
|
JHLN
John Hancock Global Senior Loan ETF
|
ETF | John Hancock | 0.15% | $900,989.27 | 927,956 | Mar 31, 2026 | May 29, 2026 |
|
GFRRX
Goldman Sachs High Yield Floating Rate Fund
|
MF | Goldman Sachs | 0.06% | $800,222.25 | 824,173 | Mar 31, 2026 | May 26, 2026 |
|
XFLT
XAI Octagon Floating Rate & Alternative Income Trust
|
CEF | Independent / Boutique | 0.20% | $663,238.00 | 683,089 | Mar 31, 2026 | May 28, 2026 |
|
FLXR
TCW Flexible Income ETF
|
ETF | Independent / Boutique | 0.00% | $0.00 | 0 | Apr 30, 2026 | Jun 25, 2026 |
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