MRCCMONROE CAP CORP
CUSIP 610335101 · Yahoo Finance ↗ · Google Finance ↗
Monroe Cap Corp (MRCC) has 74 institutional holders in Filings Flow’s 13F database, together reporting 5.31M shares worth $24M as of Q1 2026. The largest reported holders are Almitas Capital LLC, Bulldog Investors, LLP, and Caprock Group, LLC.
Institutional Holders
74
Q1 2026
Reported Value
$24M
Ticker
MRCC
Quarters Tracked
9
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Almitas Capital LLC$443M AUM | 1.17% | $5M | 1.28M | Q1 2026 |
| Bulldog Investors, LLP$445M AUM | 1.00% | $4M | 966.8K | Q1 2026 |
| Virtus Investment Advisers, LLC$363M AUM | 0.08% | $288,089 | 62.6K | Q1 2026 |
| LaFleur & Godfrey LLC$803M AUM | 0.07% | $563,362 | 122.5K | Q1 2026 |
| Quarry LP$558M AUM | 0.06% | $375,722 | 59.0K | Q4 2025OLDER |
| O'Dell Group, LLC$466M AUM | 0.05% | $240,994 | 23.5K | Q3 2025OLDER |
| Caprock Group, LLC$4.1B AUM | 0.05% | $2M | 461.4K | Q1 2026 |
| ABSOLUTE INVESTMENT ADVISERS, LLC$852M AUM | 0.05% | $418,063 | 67.3K | Q4 2025OLDER |
| MAGNOLIA CAPITAL ADVISORS LLC$509M AUM | 0.03% | $174,552 | 37.9K | Q1 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.03% | $505,456 | 109.9K | Q1 2026 |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.03% | $911,446 | 198.1K | Q1 2026 |
| Garden State Investment Advisory Services LLC$455M AUM | 0.02% | $97,528 | 21.2K | Q1 2026 |
| Yakira Capital Management, Inc.$342M AUM | 0.02% | $68,715 | 14.9K | Q1 2026 |
| Ethos Financial Group, LLC$1.4B AUM | 0.02% | $220,281 | 34.6K | Q1 2026 |
| EARNED WEALTH ADVISORS, LLC$1.5B AUM | 0.02% | $236,690 | 24.2K | Q1 2026 |
| Argos Wealth Advisors, LLC$348M AUM | 0.02% | $54,500 | 11.8K | Q1 2026 |
| CHAPIN DAVIS, INC.$569M AUM | 0.01% | $62,100 | 13.5K | Q1 2026 |
| CHICAGO TRUST Co NA$626M AUM | 0.01% | $98,034 | 14.0K | Q3 2025OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.01% | $177,701 | 39.1K | Q1 2026 |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.01% | $185,840 | 40.4K | Q1 2026 |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.01% | $76,078 | 16.5K | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.01% | $379,096 | 82.4K | Q1 2026 |
| Fiduciary Group, LLC$1.2B AUM | 0.01% | $101,200 | 22.0K | Q1 2026 |
| Southeast Asset Advisors, LLC$913M AUM | 0.01% | $73,600 | 16.0K | Q1 2026 |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.01% | $71,794 | 10.2K | Q3 2025OLDER |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/$2.1B AUM | 0.01% | $136,750 | 19.5K | Q3 2025OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.01% | $190,468 | 24.4K | Q1 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.01% | $485,622 | 105.6K | Q1 2026 |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.01% | $102,691 | 22.3K | Q1 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.01% | $2M | 309.8K | Q4 2025OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.00% | $97,603 | 15.3K | Q4 2025OLDER |
| Freestone Capital Holdings, LLC$3.3B AUM | 0.00% | $142,070 | 30.9K | Q1 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $65,458 | 14.2K | Q1 2026 |
| ASPIRIANT, LLC$3.5B AUM | 0.00% | $120,840 | 19.0K | Q2 2025OLDER |
| Trexquant Investment LP$13.9B AUM | 0.00% | $281,843 | 44.3K | Q2 2025OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $383,939 | 83.5K | Q1 2026 |
| Trek Financial, LLC$1.9B AUM | 0.00% | $48,990 | 10.7K | Q1 2026 |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.00% | $115,338 | 18.1K | Q2 2025OLDER |
| Aventura Private Wealth, LLC$273M AUM | 0.00% | $6,440 | 1.4K | Q1 2026 |
| NorthCoast Asset Management LLC$4.3B AUM | 0.00% | $564,411 | 80.4K | Q3 2025OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.00% | $71,887 | 11.3K | Q2 2025OLDER |
| Crewe Advisors LLC$1.2B AUM | 0.00% | $19,656 | 2.8K | Q3 2025OLDER |
| Forum Financial Management, LP$7.1B AUM | 0.00% | $121,146 | 26.3K | Q1 2026 |
| Ascent Group, LLC$2.9B AUM | 0.00% | $47,311 | 10.3K | Q1 2026 |
| Fiera Capital Corp$29.2B AUM | 0.00% | $386,418 | 84.0K | Q1 2026 |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.00% | $52,440 | 11.4K | Q1 2026 |
| XTX Topco Ltd$5.8B AUM | 0.00% | $60,398 | 13.1K | Q1 2026 |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $145,292 | 31.6K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $112,857 | 17.7K | Q1 2026 |
| Navalign, LLC$396M AUM | 0.00% | $2,867 | 450 | Q4 2025OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $602,976 | 131.1K | Q1 2026 |
| STEPHENS INC /AR/$8.0B AUM | 0.00% | $52,683 | 11.5K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $410,840 | 89.3K | Q1 2026 |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $73,374 | 11.5K | Q4 2025OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $158,427 | 22.6K | Q4 2025OLDER |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.00% | $134,317 | 21.1K | Q2 2025OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $78,200 | 17.0K | Q1 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $53,294 | 11.6K | Q1 2026 |
| NFSG Corp$608M AUM | 0.00% | $2,300 | 500 | Q1 2026 |
| BANK OF NOVA SCOTIA$57.2B AUM | 0.00% | $193,678 | 42.1K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $24,132 | 5.2K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $65,390 | 14.2K | Q1 2026 |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $69,766 | 15.2K | Q1 2026 |
| DAVENPORT & Co LLC$20.4B AUM | 0.00% | $51,980 | 11.3K | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $56,681 | 12.3K | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $156,257 | 34.0K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.00% | $163,892 | 35.6K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $3,854 | 606 | Q2 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $112,587 | 24.5K | Q1 2026 |
| North Star Investment Management Corp.$1.7B AUM | 0.00% | $3,220 | 700 | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $94,153 | 20.5K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $1M | 170.3K | Q4 2025OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $119,271 | 17.0K | Q3 2025OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $112,134 | 24.4K | Q1 2026 |
| Kohmann Bosshard Financial Services, LLC$1.0B AUM | 0.00% | $1,665 | 262 | Q4 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $34,710 | 5.4K | Q4 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $91,356 | 19.9K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $121,994 | 19.2K | Q4 2025OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $104,877 | 16.5K | Q2 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $64,600 | 10.0K | Q2 2025OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $1,589 | 227 | Q3 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $291,101 | 63.3K | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $82,303 | 17.9K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $198,716 | 43.2K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $379,279 | 82.5K | Q1 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $30,767 | 4.8K | Q4 2025OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $165,019 | 23.5K | Q3 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $352,235 | 76.6K | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $379,964 | 59.6K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $105,000 | 22.7K | Q1 2026 |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $9,126 | 1.3K | Q3 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $95,694 | 20.8K | Q1 2026 |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $73,303 | 10.4K | Q3 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $405,502 | 88.2K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $5,415 | 850 | Q4 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $7,052 | 1.5K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $50,545 | 11.0K | Q1 2026 |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $608 | 134 | Q1 2026 |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.00% | $5 | 1 | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $956 | 150 | Q4 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $37 | 8 | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $534 | 84 | Q2 2025OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $7 | 1 | Q3 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $14 | 3 | Q1 2026 |
| SIMPLEX TRADING, LLC$149.1B AUM | — | $0 | 27 | Q3 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.