Who owns MRCC (MRCC)
Which tracked institutional funds hold MRCC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MRCC company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on MRCC is one-sided between 2025-Q4 and 2026-Q1: 3 added or opened and 10 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
MRCC’s largest tracked holder by dollar value, Almitas Capital LLC, sizes it at 1.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in MRCC divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 75 tracked filers holding MRCC, 33 increased or opened the position and 39 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in MRCC between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 1
- CAZ INVESTMENTS LP$690K
Full exits 2
- BLAIR WILLIAM & CO/IL$2M
- CITADEL ADVISORS LLC$1M
Largest adds
- MORGAN STANLEY$4M
- OPPENHEIMER & CO INC$311K
Largest trims
- Bulldog Investors, LLP$2M
- QUADRANT CAPITAL GROUP LLC$1M
- Almitas Capital LLC$1M
- Yakira Capital Management, Inc.$758K
- Caprock Group, LLC$738K
- BlackRock, Inc.$629K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Almitas Capital LLC added | 1,277,717 | $5M | 13.8% | 2026-Q1 |
| MORGAN STANLEY added | 1,022,578 | $5M | 12.6% | 2026-Q1 |
| Bulldog Investors, LLP added | 966,788 | $4M | 11.9% | 2026-Q1 |
| Caprock Group, LLC added | 461,360 | $2M | 5.7% | 2026-Q1 |
| CAZ INVESTMENTS LP new | 150,000 | $690K | 1.8% | 2026-Q1 |
| Focus Partners Wealth added | 131,081 | $603K | 1.6% | 2026-Q1 |
| LaFleur & Godfrey LLC | 122,470 | $563K | 1.5% | 2026-Q1 |
| Sunbelt Securities, Inc. trimmed | 109,882 | $505K | 1.4% | 2026-Q1 |
| OPPENHEIMER & CO INC added | 105,570 | $486K | 1.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 89,314 | $411K | 1.1% | 2026-Q1 |
| BlackRock, Inc. trimmed | 88,153 | $406K | 1.1% | 2026-Q1 |
| Fiera Capital Corp | 84,004 | $386K | 1.0% | 2026-Q1 |
| Waverly Advisors, LLC added | 83,465 | $384K | 1.0% | 2026-Q1 |
| UBS Group AG added | 82,452 | $379K | 1.0% | 2026-Q1 |
| Arax Advisory Partners | 82,412 | $379K | 1.0% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 76,573 | $352K | 0.9% | 2026-Q1 |
| LPL Financial LLC added | 63,283 | $291K | 0.8% | 2026-Q1 |
| Virtus Investment Advisers, LLC trimmed | 62,628 | $288K | 0.8% | 2026-Q1 |
| EARNED WEALTH ADVISORS, LLC added | 24,152 | $237K | 0.6% | 2026-Q1 |
| Ethos Financial Group, LLC | 34,581 | $220K | 0.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 43,199 | $199K | 0.5% | 2026-Q1 |
| BANK OF NOVA SCOTIA new | 42,104 | $194K | 0.5% | 2026-Q1 |
| Koshinski Asset Management, Inc. | 40,400 | $186K | 0.5% | 2026-Q1 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 39,075 | $178K | 0.5% | 2026-Q1 |
| MAGNOLIA CAPITAL ADVISORS LLC trimmed | 37,946 | $175K | 0.5% | 2026-Q1 |
| BI Asset Management Fondsmaeglerselskab A/S | 37,269 | $171K | 0.5% | 2026-Q1 |
| Cerity Partners LLC trimmed | 35,629 | $164K | 0.4% | 2026-Q1 |
| Baird Financial Group, Inc. | 33,969 | $156K | 0.4% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 31,585 | $145K | 0.4% | 2026-Q1 |
| Freestone Capital Holdings, LLC added | 30,885 | $142K | 0.4% | 2026-Q1 |
| CANADA LIFE ASSURANCE Co added | 29,445 | $136K | 0.4% | 2026-Q1 |
| Forum Financial Management, LP | 26,336 | $121K | 0.3% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 17,717 | $113K | 0.3% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 24,475 | $113K | 0.3% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 24,377 | $112K | 0.3% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 22,744 | $105K | 0.3% | 2026-Q1 |
| ROTHSCHILD INVESTMENT LLC added | 22,324 | $103K | 0.3% | 2026-Q1 |
| Fiduciary Group, LLC | 22,000 | $101K | 0.3% | 2026-Q1 |
| Garden State Investment Advisory Services LLC trimmed | 21,199 | $98K | 0.3% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 20,803 | $96K | 0.3% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 20,468 | $94K | 0.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 19,859 | $91K | 0.2% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 17,892 | $82K | 0.2% | 2026-Q1 |
| Sequoia Financial Advisors, LLC | 17,000 | $78K | 0.2% | 2026-Q1 |
| CALTON & ASSOCIATES, INC. added | 16,539 | $76K | 0.2% | 2026-Q1 |
| Southeast Asset Advisors, LLC | 16,000 | $74K | 0.2% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 15,869 | $73K | 0.2% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 15,555 | $72K | 0.2% | 2026-Q1 |
| Cresset Asset Management, LLC added | 15,167 | $70K | 0.2% | 2026-Q1 |
| Yakira Capital Management, Inc. trimmed | 14,938 | $69K | 0.2% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 14,230 | $65K | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC | 14,215 | $65K | 0.2% | 2026-Q1 |
| CHAPIN DAVIS, INC. added | 13,500 | $62K | 0.2% | 2026-Q1 |
| XTX Topco Ltd trimmed | 13,130 | $60K | 0.2% | 2026-Q1 |
| Closed-End Fund Advisors, Inc. | 12,825 | $59K | 0.2% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 12,322 | $57K | 0.2% | 2026-Q1 |
| Argos Wealth Advisors, LLC added | 11,848 | $54K | 0.1% | 2026-Q1 |
| Wealthspire Advisors, LLC added | 11,586 | $53K | 0.1% | 2026-Q1 |
| STEPHENS INC /AR/ trimmed | 11,453 | $53K | 0.1% | 2026-Q1 |
| MISSION WEALTH MANAGEMENT, LP | 11,400 | $52K | 0.1% | 2026-Q1 |
| DAVENPORT & Co LLC trimmed | 11,300 | $52K | 0.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 10,988 | $51K | 0.1% | 2026-Q1 |
| Trek Financial, LLC new | 10,650 | $49K | 0.1% | 2026-Q1 |
| QUADRANT CAPITAL GROUP LLC trimmed | 198,140 | $49K | 0.1% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL trimmed | 309,750 | $2M | 5.3% | 2025-Q4 stale |
| CITADEL ADVISORS LLC added | 170,269 | $1M | 2.9% | 2025-Q4 stale |
| Schechter Investment Advisors, LLC | 82,412 | $643K | 1.7% | 2025-Q1 stale |
| Beacon Pointe Advisors, LLC new | 59,406 | $616K | 1.6% | 2025-Q1 stale |
| Kovitz Investment Group Partners, LLC trimmed | 80,400 | $564K | 1.5% | 2025-Q3 stale |
| Clearstead Advisors, LLC | 69,168 | $540K | 1.4% | 2025-Q1 stale |
| ABSOLUTE INVESTMENT ADVISERS, LLC trimmed | 67,321 | $418K | 1.1% | 2025-Q4 stale |
| Quarry LP | 58,983 | $376K | 1.0% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. trimmed | 46,370 | $362K | 1.0% | 2025-Q1 stale |
| MAS Advisors LLC added | 42,332 | $297K | 0.8% | 2025-Q3 stale |
| Trexquant Investment LP added | 44,315 | $282K | 0.8% | 2025-Q2 stale |
| O'Dell Group, LLC added | 23,512 | $241K | 0.6% | 2025-Q3 stale |
| CHIRON CAPITAL MANAGEMENT, LLC added | 24,553 | $172K | 0.5% | 2025-Q3 stale |
| FRANKLIN RESOURCES INC new | 23,507 | $165K | 0.4% | 2025-Q3 stale |
| Lido Advisors, LLC | 22,568 | $158K | 0.4% | 2025-Q4 stale |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ added | 19,480 | $137K | 0.4% | 2025-Q3 stale |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 21,119 | $134K | 0.4% | 2025-Q2 stale |
| FIRST FINANCIAL BANK - TRUST DIVISION | 12,256 | $122K | 0.3% | 2025-Q4 stale |
| HighTower Advisors, LLC trimmed | 19,151 | $122K | 0.3% | 2025-Q4 stale |
| ASPIRIANT, LLC added | 19,000 | $121K | 0.3% | 2025-Q2 stale |
| TRUIST FINANCIAL CORP added | 16,990 | $119K | 0.3% | 2025-Q3 stale |
| Lindbrook Capital, LLC | 15,000 | $117K | 0.3% | 2025-Q1 stale |
| RITHOLTZ WEALTH MANAGEMENT trimmed | 18,135 | $115K | 0.3% | 2025-Q2 stale |
| Pandora Wealth, Inc. new | 14,500 | $113K | 0.3% | 2025-Q1 stale |
| MARSHALL WACE, LLP trimmed | 16,490 | $105K | 0.3% | 2025-Q2 stale |
| AMERIPRISE FINANCIAL INC added | 13,289 | $104K | 0.3% | 2025-Q1 stale |
| Signature Equity Partners, LLC new | 10,020 | $100K | 0.3% | 2025-Q4 stale |
| CHICAGO TRUST Co NA trimmed | 13,965 | $98K | 0.3% | 2025-Q3 stale |
| Stratos Wealth Advisors, LLC trimmed | 15,322 | $98K | 0.3% | 2025-Q4 stale |
| TWO SIGMA ADVISERS, LP trimmed | 13,800 | $88K | 0.2% | 2025-Q4 stale |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 10,256 | $80K | 0.2% | 2025-Q1 stale |
| HB Wealth Management, LLC added | 11,518 | $73K | 0.2% | 2025-Q4 stale |
| NORTHERN TRUST CORP trimmed | 10,442 | $73K | 0.2% | 2025-Q3 stale |
| Arkadios Wealth Advisors trimmed | 11,303 | $72K | 0.2% | 2025-Q2 stale |
| GPS Wealth Strategies Group, LLC | 10,227 | $72K | 0.2% | 2025-Q3 stale |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 10,000 | $65K | 0.2% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.