DOSSIER · 13F Holders · Q1 2026
NMFC

NEW MTN FIN CORP

164 institutions still hold NEW MTN FIN CORP as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 647551100·164 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$162M
visible holders
Holders
164
filers reporting
Concentration
14.45%
LSV ASSET MANAGEMENT #1
top holder share
AI Holders Summary · Q1 2026

164 institutions reported NMFC in Q1 2026. LSV ASSET MANAGEMENT leads at 14.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
LSV ASSET MANAGEMENT
CIK 0001050470
$23M3.0M0.05%Q1 2026
02
Invesco Ltd.
CIK 0000914208
$17M2.1M0.00%Q1 2026
03
UBS Group AG
CIK 0001610520
$16M2.1M0.00%Q1 2026
04
VAN ECK ASSOCIATES CORP
CIK 0000869178
$14M1.8M0.01%Q1 2026
05
DIMENSION CAPITAL MANAGEMENT LLC
CIK 0001041773
$9M1.2M1.26%Q1 2026
06
Muzinich & Co., Inc.
CIK 0001618824
$8M849K2.46%Q4 2025
07
Russell Investments Group, Ltd.
CIK 0001692234
$7M939K0.01%Q1 2026
08
Cerity Partners LLC
CIK 0001566475
$7M873K0.01%Q1 2026
09
Corient Private Wealth LLC
CIK 0001948780
$7M871K0.01%Q1 2026
10
National Philanthropic Trust
CIK 0001785342
$7M853K0.07%Q1 2026
11
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$6M836K0.01%Q1 2026
12
Legal & General Group Plc
CIK 0000764068
$6M785K0.00%Q1 2026
13
Union Bancaire Privee, UBP SA
CIK 0001716607
$6M5K0.06%Q2 2026
14
MORGAN STANLEY
CIK 0000895421
$6M730K0.00%Q1 2026
15
Sumitomo Mitsui Trust Group, Inc.
CIK 0001475365
$5M689K0.00%Q1 2026
16
Pathstone Holdings, LLC
CIK 0002011612
$5M661K0.02%Q1 2026
17
OSAIC HOLDINGS, INC.
CIK 0001677044
$3M450K0.01%Q1 2026
18
Hennion & Walsh Asset Management, Inc.
CIK 0001861642
$3M483K0.10%Q2 2026
19
HighTower Advisors, LLC
CIK 0001462245
$3M424K0.00%Q1 2026
20
Focus Partners Wealth
CIK 0001542153
$3M317K0.00%Q4 2025
Page 1 of 9
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Insiders at NEW MTN FIN CORP
Malfettone John PKlinsky Steven BWeinstein Adam B.Ogens DavidCorbett Kris