Among active 13F managers last quarter, 2 opened and 2 reduced; the largest holder to move was Two Sigma Investments, LP (−54%). No open-market insider trades in the last 180 days.
No leg leans either way.
22 tracked 13F filers disclose a position in MRCC as of the latest SEC 13F filings, a combined $8.1M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Morgan Stanley | 1.0M | $4.7M | ▲17× Added · +963K sh | Q1 2026 | |
| 2 | Focus Partners Wealth | 131K | $603K | ▲+0.3% Added · +447 sh | Q1 2026 | |
| 3 | Commonwealth Equity Services, LLC | 89K | $411K | ▼−3.7% Reduced · −3K sh | Q1 2026 | |
| 4 | UBS Group AG | 82K | $379K | ▲+20% Added · +14K sh | Q1 2026 | |
| 5 | Susquehanna International Group, LLP | 77K | $352K | ▲+6.3% Added · +5K sh | Q1 2026 | |
| 6 | LPL Financial LLC | 63K | $291K | ▲+2.8% Added · +2K sh | Q1 2026 | |
| 7 | Raymond James Financial Inc | 43K | $199K | ▼−15% Reduced · −8K sh | Q1 2026 | |
| 8 | Cerity Partners LLC | 36K | $164K | ▼−11% Reduced · −4K sh | Q1 2026 | |
| 9 | Baird Financial Group, Inc. | 34K | $156K | —Held | Q1 2026 | |
| 10 | Rockefeller Capital Management L.P. | 24K | $113K | ▲+11% Added · +2K sh | Q1 2026 | |
| 11 | Corient Private Wealth LP | 24K | $112K | ▼−46% Reduced · −21K sh | Q1 2026 | |
| 12 | Royal Bank Of Canada | 23K | $105K | ▲+3.5% Added · +768 sh | Q1 2026 | |
| 13 | Jane Street Group, LLC | 21K | $96K | ▼−70% Reduced · −48K sh | Q1 2026 | |
| 14 | Osaic Holdings, Inc. | 20K | $91K | ▼−26% Reduced · −7K sh | Q1 2026 | |
| 15 | Two Sigma Investments, LP | 18K | $82K | ▼−54% Reduced · −21K sh | Q1 2026 | |
| 16 | XTX Topco Ltd | 13K | $60K | ▼−5.0% Reduced · −697 sh | Q1 2026 | |
| 17 | Wealthspire Advisors, LLC | 12K | $53K | ▲New +12K sh | Q1 2026 | |
| 18 | Bank Of America Corp | 11K | $51K | ▼−0.9% Reduced · −100 sh | Q1 2026 | |
| 19 | Advisory Services Network, LLC | 5K | $24K | ▲New +5K sh | Q1 2026 | |
| 20 | Northwestern Mutual Wealth Management Co | 2K | $7K | —Held | Q1 2026 | |
| 21 | Allworth Financial LP | 8 | $37 | ▲New +8 sh | Q1 2026 | |
| 22 | Wells Fargo & Company | 3 | $14 | ▲+200% Added · +2 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, 2 funds opened a new position in MRCC, while 2 reduced. 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 | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 4 funds | $2.3B |
| Apple IncAAPL | 4 funds | $1.9B |
| Amazon.com IncAMZN | 4 funds | $1.5B |
| Alphabet Inc-CL AGOOGL | 4 funds | $1.4B |
| Tesla IncTSLA | 4 funds | $1.2B |
| JPMorgan Chase & CoJPM | 4 funds | $1.0B |
| Palantir Technologies Inc-APLTR | 4 funds | $985.8M |
| Costco Wholesale CorpCOST | 4 funds | $911.7M |
| Berkshire Hathaway Inc-CL BBRK/B | 4 funds | $845.9M |
| Lockheed Martin CorpLMT | 4 funds | $835.6M |
| SS SPDR S&P 500 ETF Trust-USSPY | 4 funds | $815.1M |
| Micron Technology IncMU | 4 funds | $805.4M |
Ranked by how many of MRCC's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in MRCC.
| 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 18, 2020 | Nathan Jorde M. | Director | Buy (P) | 20K | $90K |
| Mar 17, 2020 | Steele Jeffrey D. | Director | Buy (P) | 9K | $51K |
| Mar 16, 2020 | Peck Aaron Daniel | CFO and CIO, Director | Buy (P) | 5K | $32K |
| Mar 16, 2020 | Rubin Robert S | Director | Buy (P) | 5K | $33K |
| Mar 16, 2020 | Koenig Theodore L | Chairman, President, and CEO, Director | Buy (P) | 33K | $213K |
| Mar 12, 2020 | Allison Thomas J. | Director | Buy (P) | 2K | $17K |
| Mar 12, 2020 | Peck Aaron Daniel | CFO and CIO, Director | Buy (P) | 4K | $33K |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 8 | 9 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for MRCC
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 + the live filing stream, joined for MRCC. Filings are public domain, sourced to SEC EDGAR.