New Mountain Finance Corp (NMFC) — Institutional Holders, Q2 2026 (page 2)
143 institutional investment managers reported a NMFC position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $205.7M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 101 to 143. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
NMFC 13F holders ranked 101–143 of 143
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 101 | Arkadios Wealth Advisors#101 · 16,000 sh | 16,000 | $114.7K | <0.01% | 0.0% |
| 102 | WEALTHEDGE INVESTMENT ADVISORS#102 · 15,817 sh | 15,817 | $113.4K | 0.04% | +24.5% |
| 103 | FOX RUN MANAGEMENT, L.L.C.#103 · 15,076 sh | 15,076 | $108.1K | 0.02% | New |
| 104 | Creative Planning#104 · 13,826 sh | 13,826 | $99.1K | <0.01% | -3.0% |
| 105 | ENVESTNET ASSET MANAGEMENT#105 · 12,863 sh | 12,863 | $92.2K | 0.00% | -52.6% |
| 106 | Jain Global#106 · 12,800 sh | 12,800 | $91.8K | <0.01% | New |
| 107 | COMMONWEALTH EQUITY SERVICES#107 · 12,521 sh | 12,521 | $89.8K | <0.01% | -80.9% |
| 108 | Sunbeam Capital Management#108 · 12,300 sh | 12,300 | $88.2K | 0.04% | New |
| 109 | HB Wealth Management#109 · 12,206 sh | 12,206 | $87.5K | — | -87.7% |
| 110 | Fund Advisors of America#110 · 11,875 sh | 11,875 | $85.1K | 0.08% | -37.1% |
| 111 | Joel Isaacson#111 · 10,620 sh | 10,620 | $76.1K | <0.01% | 0.0% |
| 112 | SRS Capital Advisors#112 · 10,600 sh | 10,600 | $76.0K | <0.01% | New |
| 113 | BROWN ADVISORY#113 · 10,000 sh | 10,000 | $71.7K | <0.01% | 0.0% |
| 114 | Verity & Verity#114 · 10,000 sh | 10,000 | $71.7K | — | 0.0% |
| 115 | MISSION WEALTH MANAGEMENT#115 · 10,000 sh | 10,000 | $71.7K | — | New |
| 116 | US BANCORP \DE\#116 · 10,000 sh | 10,000 | $71.7K | <0.01% | New |
| 117 | PNC FINANCIAL SERVICES GROUP#117 · 9,519 sh | 9,519 | $68.3K | 0.00% | +313.9% |
| 118 | Rockefeller Capital Management L.P.#118 · 9,176 sh | 9,176 | $65.8K | <0.01% | -12.6% |
| 119 | BNP PARIBAS FINANCIAL MARKETS#119 · 6,835 sh | 6,835 | $49.0K | 0.00% | +43.7% |
| 120 | Wilmington Savings Fund Society, FSB#120 · 6,000 sh | 6,000 | $43.0K | — | 0.0% |
| 121 | State of Alaska, Department of Revenue#121 · 4,895 sh | 4,895 | $35.0K | — | 0.0% |
| 122 | HARBOUR INVESTMENTS#122 · 4,348 sh | 4,348 | $31.2K | <0.01% | 0.0% |
| 123 | Tower Research Capital (TRC)#123 · 4,007 sh | 4,007 | $28.7K | <0.01% | New |
| 124 | Integrated Wealth Concepts#124 · 3,700 sh | 3,700 | $26.5K | <0.01% | New |
| 125 | FIFTH THIRD BANCORP#125 · 3,078 sh | 3,078 | $22.1K | 0.00% | +179.8% |
| 126 | Geneos Wealth Management#126 · 1,553 sh | 1,553 | $11.1K | <0.01% | 0.0% |
| 127 | NewEdge Advisors#127 · 1,215 sh | 1,215 | $8.7K | 0.00% | New |
| 128 | PIN OAK INVESTMENT ADVISORS#128 · 969 sh | 969 | $8.0K | <0.01% | 0.0% |
| 129 | FIRST HORIZON NATIONAL#129 · 1,000 sh | 1,000 | $7.2K | — | 0.0% |
| 130 | NATIXIS#130 · 572 sh | 572 | $4.1K | 0.00% | +4.0% |
| 131 | Bank#131 · 422 sh | 422 | $3.0K | — | 0.0% |
| 132 | CHELSEA COUNSEL#132 · 340 sh | 340 | $2.4K | <0.01% | 0.0% |
| 133 | EverSource Wealth Advisors#133 · 308 sh | 308 | $2.2K | <0.01% | +1953.3% |
| 134 | Parallel Advisors#134 · 300 sh | 300 | $2.2K | 0.00% | 0.0% |
| 135 | Larson Financial Group#135 · 283 sh | 283 | $2.0K | <0.01% | +3.3% |
| 136 | UMB Bank, n.a.#136 · 225 sh | 225 | $1.6K | 0.00% | 0.0% |
| 137 | Community Financial Services Group#137 · 200 sh | 200 | $1.4K | — | 0.0% |
| 138 | Caitong International Asset Management , Ltd#138 · 149 sh | 149 | $1.1K | <0.01% | +96.1% |
| 139 | COMPASS FINANCIAL MANAGEMENT#139 · 104 sh | 104 | $778.00 | <0.01% | — |
| 140 | Quarry#140 · 92 sh | 92 | $660.00 | <0.01% | New |
| 141 | CITIGROUP#141 · 5 sh | 5 | $36.00 | 0.00% | 0.0% |
| 142 | HUNTINGTON NATIONAL BANK#142 · 1 sh | 1 | $7.00 | 0.00% | 0.0% |
| 143 | DANSKE BANK A/S#143 · 1 sh | 1 | $7.00 | 0.00% | 0.0% |
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.