40 tracked 13F filers disclose a position in MRCC as of the latest SEC 13F filings, a combined $17.3M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Almitas Capital LLC | $5.2M | 1.3M | ▲+28% Added · +279K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $4.7M | 1.0M | ▲17× Added · +963K sh | Q1 2026 | |
| 3 | QUADRANT CAPITAL GROUP LLC | $911K | 198K | ▼−4.1% Reduced · −8K sh | Q1 2026 | |
| 4 | Focus Partners Wealth | $603K | 131K | ▲+0.3% Added · +447 sh | Q1 2026 | |
| 5 | OPPENHEIMER & CO INC | $486K | 106K | ▲+285% Added · +78K sh | Q1 2026 | |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $411K | 89K | ▼−3.7% Reduced · −3K sh | Q1 2026 | |
| 7 | BlackRock, Inc. | $406K | 88K | ▼−46% Reduced · −74K sh | Q1 2026 | |
| 8 | Fiera Capital Corp | $386K | 84K | —Held | Q1 2026 | |
| 9 | Waverly Advisors, LLC | $384K | 83K | ▲+197% Added · +55K sh | Q1 2026 | |
| 10 | UBS Group AG | $379K | 82K | ▲+20% Added · +14K sh | Q1 2026 | |
| 11 | Arax Advisory Partners | $379K | 82K | —Held | Q1 2026 | |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $352K | 77K | ▲+6.3% Added · +5K sh | Q1 2026 | |
| 13 | LPL Financial LLC | $291K | 63K | ▲+2.8% Added · +2K sh | Q1 2026 | |
| 14 | RAYMOND JAMES FINANCIAL INC | $199K | 43K | ▼−15% Reduced · −8K sh | Q1 2026 | |
| 15 | BANK OF NOVA SCOTIA | $194K | 42K | ▲New +42K sh | Q1 2026 | |
| 16 | MAGNOLIA CAPITAL ADVISORS LLC | $175K | 38K | ▼−42% Reduced · −27K sh | Q1 2026 | |
| 17 | Cerity Partners LLC | $164K | 36K | ▼−11% Reduced · −4K sh | Q1 2026 | |
| 18 | Baird Financial Group, Inc. | $156K | 34K | —Held | Q1 2026 | |
| 19 | Freestone Capital Holdings, LLC | $142K | 31K | ▲+1.9% Added · +584 sh | Q1 2026 | |
| 20 | Rockefeller Capital Management L.P. | $113K | 24K | ▲+11% Added · +2K sh | Q1 2026 | |
| 21 | Corient Private Wealth LLC | $112K | 24K | ▼−46% Reduced · −21K sh | Q1 2026 | |
| 22 | ROYAL BANK OF CANADA | $105K | 23K | ▲+3.5% Added · +768 sh | Q1 2026 | |
| 23 | ROTHSCHILD INVESTMENT LLC | $103K | 22K | ▲+0.2% Added · +45 sh | Q1 2026 | |
| 24 | JANE STREET GROUP, LLC | $96K | 21K | ▼−70% Reduced · −48K sh | Q1 2026 | |
| 25 | OSAIC HOLDINGS, INC. | $91K | 20K | ▼−26% Reduced · −7K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 3 funds opened a new position in MRCC and 5 added to an existing one, while 6 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 31 funds | $12.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 31 funds | $11.2B |
| AMAZON.COM INCAMZN | 31 funds | $10.2B |
| ISHARES CORE S&P 500 ETFIVV | 31 funds | $9.9B |
| ALPHABET INC-CL AGOOGL | 31 funds | $9.1B |
| BROADCOM INCAVGO | 31 funds | $6.3B |
| ALPHABET INC-CL CGOOG | 31 funds | $6.1B |
| JPMORGAN CHASE & COJPM | 31 funds | $5.4B |
| META PLATFORMS INC-CLASS AMETA | 31 funds | $5.0B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 31 funds | $4.2B |
| INVESCO QQQ TRUST SERIES 1QQQ | 31 funds | $3.8B |
| COSTCO WHOLESALE CORPCOST | 31 funds | $3.3B |
Ranked by how many of MRCC's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 29, 2022 | ALLISON THOMAS J. | Director | Buy (P) | 3K | $25K |
| Jun 28, 2022 | ALLISON THOMAS J. | Director | Buy (P) | 2K | $16K |
| Jun 27, 2022 | ALLISON THOMAS J. | Director | Buy (P) | 500 | $4K |
| Aug 18, 2021 | Steele Jeffrey D. | Director | Sell (S) | 8K | $83K |
| Dec 7, 2020 | Steele Jeffrey D. | Director | Sell (S) | 9K | $87K |
| Mar 12, 2020 | ALLISON THOMAS J. | Director | Buy (P) | 2K | $17K |
| Dec 31, 2018 | ALLISON THOMAS J. | Director | Buy (P) | 5K | $48K |
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/MRCC/capital-change-brief"
Use Arkolith's capital_change_brief for MRCC. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for MRCC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.