MidCap Financial Investment Corp (MFIC) — Institutional Holders, Q2 2026 (page 2)
170 institutional investment managers reported a MFIC position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $321.1M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 101 to 170. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
MFIC 13F holders ranked 101–170 of 170
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 101 | Onyx Bridge Wealth Group#101 · 18,637 sh | 18,637 | $187.9K | — | +1.6% |
| 102 | ProShare Advisors#102 · 17,245 sh | 17,245 | $173.8K | <0.01% | -5.9% |
| 103 | Americana Partners#103 · 16,952 sh | 16,952 | $170.9K | <0.01% | 0.0% |
| 104 | Private Advisor Group#104 · 16,773 sh | 16,773 | $169.1K | <0.01% | New |
| 105 | Parkside Financial Bank#105 · 16,436 sh | 16,436 | $165.7K | — | +106.4% |
| 106 | Advisory Services Network#106 · 15,622 sh | 15,622 | $157.5K | <0.01% | +0.2% |
| 107 | FOX RUN MANAGEMENT, L.L.C.#107 · 15,368 sh | 15,368 | $154.9K | 0.03% | New |
| 108 | Creative Planning#108 · 14,914 sh | 14,914 | $150.3K | <0.01% | New |
| 109 | HB Wealth Management#109 · 14,401 sh | 14,401 | $145.2K | — | +2.8% |
| 110 | MELFA WEALTH MANAGEMENT#110 · 13,718 sh | 13,718 | $138.3K | 0.07% | 0.0% |
| 111 | PARK AVENUE SECURITIES#111 · 13,329 sh | 13,329 | $134.0K | — | New |
| 112 | Founders Financial Alliance#112 · 12,868 sh | 12,868 | $129.7K | 0.02% | +0.9% |
| 113 | StoneX Group#113 · 11,470 sh | 11,470 | $121.3K | <0.01% | New |
| 114 | LB Partners#114 · 12,000 sh | 12,000 | $121.0K | 0.08% | +20.0% |
| 115 | OneDigital Investment Advisors#115 · 11,936 sh | 11,936 | $120.3K | <0.01% | 0.0% |
| 116 | MQS Management#116 · 11,928 sh | 11,928 | $120.2K | 0.15% | New |
| 117 | Empowered Funds#117 · 11,920 sh | 11,920 | $120.2K | <0.01% | -15.1% |
| 118 | OPPENHEIMER#118 · 11,737 sh | 11,737 | $118.3K | — | +5.9% |
| 119 | OXFORD ASSET MANAGEMENT LLP#119 · 11,611 sh | 11,611 | $117.0K | 0.06% | New |
| 120 | Mariner#120 · 11,607 sh | 11,607 | $117.0K | <0.01% | New |
| 121 | MRA Advisory Group#121 · 11,186 sh | 11,186 | $112.8K | — | +3.2% |
| 122 | Walser Wealth Management Company, A Ltd Liability#122 · 11,113 sh | 11,113 | $112.0K | — | New |
| 123 | DECISION INVESTMENTS#123 · 11,030 sh | 11,030 | $111.2K | — | 0.0% |
| 124 | Williams Jones Wealth Management#124 · 10,901 sh | 10,901 | $109.9K | <0.01% | 0.0% |
| 125 | Union Bankshares#125 · 10,500 sh | 10,500 | $105.8K | <0.01% | 0.0% |
| 126 | Sovereign Financial Group#126 · 10,422 sh | 10,422 | $105.1K | 0.02% | -6.2% |
| 127 | Pictet & Cie (Europe) SA#127 · 10,320 sh | 10,320 | $104.0K | — | +2.7% |
| 128 | GUGGENHEIM CAPITAL#128 · 10,223 sh | 10,223 | $103.0K | <0.01% | -1.1% |
| 129 | DUMONT & BLAKE INVESTMENT ADVISORS#129 · 10,183 sh | 10,183 | $102.6K | 0.02% | New |
| 130 | MILLENNIUM MANAGEMENT#130 · 10,173 sh | 10,173 | $102.5K | 0.00% | New |
| 131 | FIFTH THIRD BANCORP#131 · 9,933 sh | 9,933 | $100.1K | <0.01% | -6.2% |
| 132 | BNP PARIBAS FINANCIAL MARKETS#132 · 8,125 sh | 8,125 | $81.9K | 0.00% | -64.9% |
| 133 | HARBOUR INVESTMENTS#133 · 7,770 sh | 7,770 | $78.3K | <0.01% | +7.1% |
| 134 | Westchester Capital Management#134 · 7,702 sh | 7,702 | $77.6K | <0.01% | 0.0% |
| 135 | AdvisorNet Financial#135 · 5,887 sh | 5,887 | $59.3K | — | -9.5% |
| 136 | JONES FINANCIAL COMPANIES LLLP#136 · 5,124 sh | 5,124 | $50.8K | 0.00% | +34.7% |
| 137 | GILL CAPITAL PARTNERS#137 · 4,800 sh | 4,800 | $48.4K | — | +100.0% |
| 138 | PNC FINANCIAL SERVICES GROUP#138 · 4,242 sh | 4,242 | $42.8K | 0.00% | +39.4% |
| 139 | FINANCIAL CONSULATE#139 · 4,207 sh | 4,207 | $42.4K | — | +3.2% |
| 140 | Access Investment Management#140 · 4,000 sh | 4,000 | $40.3K | — | 0.0% |
| 141 | State of Alaska, Department of Revenue#141 · 3,871 sh | 3,871 | $39.0K | — | 0.0% |
| 142 | Physician Wealth Advisors#142 · 3,500 sh | 3,500 | $35.3K | — | 0.0% |
| 143 | Advocate Investing Services#143 · 3,133 sh | 3,133 | $31.6K | — | 0.0% |
| 144 | Tower Research Capital (TRC)#144 · 2,793 sh | 2,793 | $28.2K | <0.01% | +15.4% |
| 145 | Allworth Financial#145 · 2,510 sh | 2,510 | $25.3K | <0.01% | -27.4% |
| 146 | NewEdge Advisors#146 · 2,455 sh | 2,455 | $24.7K | <0.01% | New |
| 147 | SIMPLEX TRADING#147 · 2,047 sh | 2,047 | $20.6K | 0.00% | New |
| 148 | SRS Capital Advisors#148 · 1,724 sh | 1,724 | $17.4K | <0.01% | +146.3% |
| 149 | IFP Advisors#149 · 1,516 sh | 1,516 | $15.3K | — | +0.1% |
| 150 | Pinnacle Wealth Planning Services#150 · 1,253 sh | 1,253 | $12.6K | — | 0.0% |
| 151 | Anchor Investment Management#151 · 1,145 sh | 1,145 | $11.5K | <0.01% | 0.0% |
| 152 | Hilton Head Capital Partners#152 · 919 sh | 919 | $9.3K | — | 0.0% |
| 153 | US BANCORP \DE\#153 · 848 sh | 848 | $8.5K | 0.00% | +35.5% |
| 154 | SIGNATUREFD#154 · 782 sh | 782 | $7.9K | — | -41.3% |
| 155 | Aventura Private Wealth#155 · 656 sh | 656 | $6.6K | <0.01% | +3.1% |
| 156 | Farther Finance Advisors#156 · 584 sh | 584 | $5.9K | — | -1.5% |
| 157 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#157 · 563 sh | 563 | $5.7K | 0.00% | -37.2% |
| 158 | Rockefeller Capital Management L.P.#158 · 537 sh | 537 | $5.4K | 0.00% | -64.7% |
| 159 | Parallel Advisors#159 · 525 sh | 525 | $5.3K | <0.01% | -42.0% |
| 160 | Global Retirement Partners#160 · 505 sh | 505 | $5.1K | <0.01% | — |
| 161 | ASSETMARK#161 · 500 sh | 500 | $5.0K | — | 0.0% |
| 162 | GROUP ONE TRADING, L.P.#162 · 379 sh | 379 | $3.8K | 0.00% | New |
| 163 | Triumph Capital Management#163 · 360 sh | 360 | $3.6K | — | 0.0% |
| 164 | Cheviot Value Management#164 · 333 sh | 333 | $3.4K | <0.01% | 0.0% |
| 165 | CVA Family Office#165 · 333 sh | 333 | $3.4K | <0.01% | 0.0% |
| 166 | CoreCap Advisors#166 · 333 sh | 333 | $3.4K | — | -77.3% |
| 167 | Cassaday & Wealth Management#167 · 333 sh | 333 | $3.4K | — | 0.0% |
| 168 | N.E.W. Advisory Services#168 · 216 sh | 216 | $2.2K | <0.01% | 0.0% |
| 169 | Key FInancial#169 · 150 sh | 150 | $1.5K | <0.01% | 0.0% |
| 170 | Caitong International Asset Management , Ltd#170 · 91 sh | 91 | $917.00 | <0.01% | New |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.