AI Holders Summary · Q1 2026

73 institutions reported MRCC in Q1 2026. Almitas Capital LLC leads at 21.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(1 on this page)

#HolderValueShares% port.Quarter

Almitas Capital LLC

CIK 0001596468

$5M1.3M1.17%Q1 2026 02

MORGAN STANLEY

CIK 0000895421

$5M1.0M0.00%Q1 2026 03

Bulldog Investors, LLP

CIK 0001504304

$4M967K1.00%Q1 2026 04

Caprock Group, LLC

CIK 0001610769

$2M461K0.05%Q1 2026 05

CITADEL ADVISORS LLC

CIK 0001423053

$1M170K0.00%Q4 2025 06

QUADRANT CAPITAL GROUP LLC

CIK 0001650717⚠ data anomaly

$911K198K0.03%Q1 2026 07

Focus Partners Wealth

CIK 0001542153

$832K131K0.00%Q4 2025 08

CAZ INVESTMENTS LP

CIK 0001159363

$690K150K0.81%Q1 2026 09

Schechter Investment Advisors, LLC

CIK 0001951586

$643K82K0.05%Q1 2025 10

Sunbelt Securities, Inc.

CIK 0001632932

$505K110K0.03%Q1 2026 11

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$411K89K0.00%Q1 2026 12

BlackRock, Inc.

CIK 0002012383

$406K88K0.00%Q1 2026 13

Fiera Capital Corp

CIK 0001505817

$386K84K0.00%Q1 2026 14

Waverly Advisors, LLC

CIK 0001568787

$384K83K0.00%Q1 2026 15

UBS Group AG

CIK 0001610520

$379K82K0.00%Q1 2026 16

Arax Advisory Partners

CIK 0001586767

$379K82K0.01%Q1 2026 17

SUSQUEHANNA INTERNATIONAL GROUP, LLP

CIK 0001446194· Market maker

$352K77K0.00%Q1 2026 18

MAS Advisors LLC

CIK 0001906683

$297K42K0.47%Q3 2025 19

LPL Financial LLC

CIK 0001403438

$291K63K0.00%Q1 2026 20

Virtus Investment Advisers, LLC

CIK 0000019481

$288K63K0.08%Q1 2026

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