13F

Stock

Monroe Cap Corp

Ticker not mapped · held by 74 managers

Reported value

$28M

Holders

74

+10 new · −14 exited

Holders’ est. mark

−$8.38M

Price effect on 64 books still in the name

Largest holder

$5.18M

Almitas Capital LLC

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
Almitas Capital LLC1.28M$5.18M−$2.31MCut−$1.18M
MORGAN STANLEY1.02M$4.7M−$105.6KAdded$4.32M
Bulldog Investors, LLP966.8K$4.45M−$1.69MCut−$1.63M
Caprock Group, LLC461.4K$2.12M−$794.8KCut−$738.1K
QUADRANT CAPITAL GROUP LLC198.1K$911.4K−$350.7KCut−$404.5K
CAZ INVESTMENTS LP150K$690KNew
Focus Partners Wealth131.1K$603K−$231.2KCut−$229.2K
LaFleur & Godfrey LLC122.5K$563.4K−$216.8KCut−$216.8K
Sunbelt Securities, Inc.109.9K$505.5K−$194.5KCut−$359.6K
OPPENHEIMER & CO INC105.6K$485.6K−$48.5KAdded$311K
COMMONWEALTH EQUITY SERVICES, LLC89.3K$410.8K−$158.1KCut−$180.2K
BlackRock, Inc.88.2K$405.5K−$156KCut−$629.1K
Fiera Capital Corp84K$386.4K−$148.7KCut−$148.7K
Waverly Advisors, LLC83.5K$383.9K−$49.7KAdded$205.2K
UBS Group AG82.5K$379.3K−$121.6KCut−$58.5K
Arax Advisory Partners82.4K$379.1K−$145.9KCut−$145.9K
SUSQUEHANNA INTERNATIONAL GROUP, LLP76.6K$352.2K−$127.5KCut−$106.6K
LPL Financial LLC63.3K$291.1K−$109KCut−$101.1K
Virtus Investment Advisers, LLC62.6K$288.1K−$110.9KCut−$147.2K
EARNED WEALTH ADVISORS, LLC24.2K$236.7K−$4.29KCut−$1.2K
Ethos Financial Group, LLC34.6K$220.3K$0Held
RAYMOND JAMES FINANCIAL INC43.2K$198.7K−$76.5KCut−$126.1K
BANK OF NOVA SCOTIA42.1K$193.7KNew
Koshinski Asset Management, Inc.40.4K$185.8K−$71.5KCut−$71.5K
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC39.1K$177.7K−$71.2KCut−$71.2K
MAGNOLIA CAPITAL ADVISORS LLC37.9K$174.6K−$67.2KCut−$238.6K
Cerity Partners LLC35.6K$163.9K−$63.1KCut−$90K
Baird Financial Group, Inc.34K$156.3K−$60.1KCut−$60.1K
D.A. DAVIDSON & CO.31.6K$145.3K−$55.4KCut−$54.2K
Freestone Capital Holdings, LLC30.9K$142.1K−$53.6KCut−$50.9K
Forum Financial Management, LP26.3K$121.1K−$46.6KCut−$46.6K
Equitable Holdings, Inc.17.7K$112.9K−$0Cut−$28.5K
Rockefeller Capital Management L.P.24.5K$112.6K−$39KCut−$27.6K
Corient Private Wealth LLC24.4K$112.1K−$43.1KCut−$174.9K
ROYAL BANK OF CANADA22.7K$105K−$38.5KCut−$35K
ROTHSCHILD INVESTMENT LLC22.3K$102.7K−$39.4KCut−$39.2K
Fiduciary Group, LLC22K$101.2K−$38.9KCut−$38.9K
Garden State Investment Advisory Services LLC21.2K$97.5K−$37.5KCut−$113K
JANE STREET GROUP, LLC20.8K$95.7K−$36.8KCut−$340.1K
CAPTRUST FINANCIAL ADVISORS20.5K$94.2KNew
OSAIC HOLDINGS, INC.19.9K$91.4K−$35.1KCut−$79.2K
TWO SIGMA INVESTMENTS, LP17.9K$82.3K−$31.7KCut−$167K
Sequoia Financial Advisors, LLC17K$78.2K−$30.1KCut−$30.1K
CALTON & ASSOCIATES, INC.16.5K$76.1KNew
Southeast Asset Advisors, LLC16K$73.6K−$28.3KCut−$28.3K
INDEPENDENT FINANCIAL GROUP, LLC15.9K$73K−$28.1KCut−$82.6K
Cresset Asset Management, LLC15.2K$69.8K−$26.8KCut−$26.7K
Yakira Capital Management, Inc.14.9K$68.7K−$26.4KCut−$758.2K
CREATIVE FINANCIAL DESIGNS INC /ADV14.2K$65.5K−$24.8KCut−$23.8K
Private Advisor Group, LLC14.2K$65.4K−$25.2KCut−$25.2K
CHAPIN DAVIS, INC.13.5K$62.1K−$21.2KCut−$14.3K
XTX Topco Ltd13.1K$60.4K−$23.2KCut−$27.7K
Closed-End Fund Advisors, Inc.12.8K$59K−$22.7KCut−$22.7K
O'SHAUGHNESSY ASSET MANAGEMENT, LLC12.3K$56.7K−$21.8KCut−$27.7K
Argos Wealth Advisors, LLC11.8K$54.5K−$20.8KCut−$20.4K
Wealthspire Advisors, LLC11.6K$53.3KNew
STEPHENS INC /AR/11.5K$52.7K−$20.3KCut−$24.9K
MISSION WEALTH MANAGEMENT, LP11.4K$52.4K−$20.2KCut−$20.2K
DAVENPORT & Co LLC11.3K$52K−$20KCut−$32.7K
BANK OF AMERICA CORP /DE/11K$50.5K−$19.4KCut−$20.1K
Trek Financial, LLC10.7K$49KNew
Ascent Group, LLC10.3K$47.3K−$18.2KCut−$18.2K
Advisory Services Network, LLC5.25K$24.1KNew
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1.53K$7.05K−$2.71KCut−$2.71K
Aventura Private Wealth, LLC1.4K$6.44KNew
North Star Investment Management Corp.700$3.22K−$1.24KCut−$1.24K
Newbridge Financial Services Group, Inc.500$2.3K−$885Cut−$885
TD Waterhouse Canada Inc.134$608−$237Cut−$228
BI Asset Management Fondsmaeglerselskab A/S37.3K$171−$66Cut−$66
CANADA LIFE ASSURANCE Co29.4K$136−$46Cut−$35
Janney Montgomery Scott LLC15.6K$72−$27Cut−$60
Allworth Financial LP8$37New
WELLS FARGO & COMPANY/MN3$14$1Added$10
Caitong International Asset Management Co., Ltd1$5New

Who left

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.