How many institutions own MFIC stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own MFIC shares is 197, representing 33.1% of the company's common stock.

Who are the major shareholders selling MidCap Financial Investment Corporation stock?

STIFEL FINANCIAL CORP, in the last quarter, reduced its stake in MFIC by -63.14% restricting it's holding to 55.63 thousand shares of worth nearly $636.39K. CAMELOT PORTFOLIOS, LLC also lessened -6.66% of the MFIC shares from its portfolio, reducing its holding to 59.05 thousand shares of worth $675.55K. DENALI ADVISORS LLC also shunned MFIC shares holding by -17.02% last quarter which brought its holding to 61.76 thousand shares worth $706.56K.

Investors who are buying MFIC stock?

As per its latest 13F filing, RIVERNORTH CAPITAL MANAGEMENT, LLC increased its stake in MFIC by 100% in the last quarter. The institutional holder raised its holding to 414.43 thousand shares having worth more than $4.74M. also added 100% more shares of MFIC to its portfolio, raising its holding to 183.89 thousand shares of worth $2.10B. LIDO ADVISORS, LLC also increased its MFIC shares holding by 8.63% which brought its holding to 64.82 thousand shares worth $773.75K.

MFIC's major insiders: who are they?

The insider with the most stakes in MFIC is HUSIC CAPITAL MANAGEMENT , 10 percent owner at the company. Additionally, MFIC stock is highly held by director Widra Howard and Chief Executive Officer Powell Tanner among others.

Did an insider recently sell MFIC stock?

Company executives, directors, and other insiders own 0.8% percent of MidCap Financial Investment Corporation's stock. Within the last six months, there have been 0 transaction(s) in which MFIC insiders have sold stock, totaling 0 shares. Insiders that have sold shares include POWELL TANNER, MCNULTY TED AYMOND JR., and HUSIC CAPITAL MANAGEMENT.

Which insider recently purchased MFIC stock?

There have been 0 transaction(s) during the past 6-months in which MidCap Financial Investment Corporation insiders have bought stock, totalling 0 shares

How much of MFIC does insiders own?

Around 0 MidCap Financial Investment Corporation shares are held by insiders, which represents about 0.8% of MFIC stock.

Who is the insider with the largest stake?

MFIC 10 percent owner, HUSIC CAPITAL MANAGEMENT holds the largest portfolio of the company's shares. MFIC shares owned by HUSIC total nearly 338.99 thousand.

Which institution holds the most shares in MFIC?

RIVERNORTH CAPITAL MANAGEMENT, LLC is the largest institutional owner in MFIC which holds 414.43 thousand shares worth $4.74M or 0.44% of the total MFIC shares outstanding followed by STIFEL FINANCIAL CORP with ownership of 55.63 thousand shares representing 0.06% of the MFIC ownership. is the third largest stakeholder with 183.89 thousand shares or 0.2% of the ownership worth more than $2.10B.

Is MidCap Financial Investment Corporation stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the MFIC is concerned, it is a stock which is optionable.

Is there a short position on MFIC's shares?

Number of MFIC shares short is null. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding MFIC shares are there?

As of today, null shares of MFIC are outstanding.

Is there many float in MFIC stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, MFIC has null shares in float.

MFIC short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for MFIC is null.

MidCap Financial Investment (MFIC) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableYes

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

0.8% Percentage of Shares held by All Insiders

33.1% Percentage of Shares held by All Institutions

33.36% Percentage of Float held by Institutions

197

Number of Institutions Holding Shares

Institutional Ownership

About 33.1% of MFIC shares are held by financial institutions. RIVERNORTH CAPITAL MANAGEMENT, LLC is the top corporate investor, holding 414.43K shares valued at $4.74M. A 0.44% stake in MidCap Financial Investment Corporation is owned by the company. STIFEL FINANCIAL CORP owns 55.63K shares valued at $636.39K, which translates its holding of 0.06% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	0.44%	414.43K	4.74M	414.43K	+100.00%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.06%	55.63K	636.39K	-95.28K	-63.14%
Dec 31, 2025		0.2%	183.89K	2.1B	183.89K	+100.00%
Dec 31, 2025	CAMELOT PORTFOLIOS, LLC	0.06%	59.05K	675.55K	-4.21K	-6.66%
Dec 31, 2025	DENALI ADVISORS LLC	0.07%	61.76K	706.56K	-12.67K	-17.02%
Dec 31, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.07%	62.21K	711.62K	-2.79K	-4.30%
Dec 31, 2025	LIDO ADVISORS, LLC	0.07%	64.82K	773.75K	5.15K	+8.63%
Dec 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.07%	65.1K	744.74K	60.51K	+1,317.68%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.08%	74.88K	856.6K	-14.96K	-16.66%
Dec 31, 2025	COMERICA BANK	0.09%	86.14K	985.41K	-239	-0.28%
Dec 31, 2025	LSV ASSET MANAGEMENT	0.1%	96.1K	1.1M	0	0
Dec 31, 2025	GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC.	0.1%	97.23K	1.11M	6.3K	+6.93%
Dec 31, 2025	SHARPEPOINT LLC	0.11%	103.57K	1.18M	19.19K	+22.75%
Dec 31, 2025	LANSFORSAKRINGAR FONDFORVALTNING AB (PUBL)	0.13%	119.21K	1.36M	119.21K	+100.00%
Dec 31, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.13%	123.36K	1.41M	-8.34K	-6.34%
Dec 31, 2025	J.W. COLE ADVISORS, INC.	0.14%	133.22K	1.52M	6.83K	+5.40%
Dec 31, 2025	GARNER ASSET MANAGEMENT CORP	0.16%	148.91K	1.7M	-21.37K	-12.55%
Dec 31, 2025	DNB ASSET MANAGEMENT AS	0.16%	153.36K	1.75M	-10.76K	-6.55%
Dec 31, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.17%	159.68K	1.83M	-7.54K	-4.51%
Dec 31, 2025	NAVITER WEALTH, LLC	0.18%	167.01K	1.91M	-37.1K	-18.17%
Dec 31, 2025	CERITY PARTNERS LLC	0.21%	199.05K	2.28M	199.05K	+100.00%
Dec 31, 2025	ROYAL BANK OF CANADA	0.23%	219.05K	2.51M	-6.78K	-3.00%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.33%	304.7K	3.49M	-238.42K	-43.90%
Dec 31, 2025	LPL FINANCIAL LLC	0.34%	317.47K	3.63M	-189.95K	-37.43%
Dec 31, 2025	D.A. DAVIDSON & CO.	0.38%	350.07K	4M	6.01K	+1.75%
Dec 31, 2025	LAZARD ASSET MANAGEMENT LLC	0.13%	125.4K	1.43M	32.66K	+35.22%
Dec 31, 2025	ALMITAS CAPITAL LLC	0.15%	135.48K	1.55M	42.76K	+46.12%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.19%	173.66K	1.99M	-243.51K	-58.37%
Dec 31, 2025	HBK INVESTMENTS L P	0.22%	205.5K	2.35M	205.5K	+100.00%
Dec 31, 2025	BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S	0.26%	241.36K	2.76M	-45.93K	-15.99%
Dec 31, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.28%	264.32K	3.02M	264.32K	+100.00%
Dec 31, 2025	ALPINE GLOBAL MANAGEMENT, LLC	0.34%	316.09K	3.62M	183.59K	+138.56%
Dec 31, 2025	BLACKROCK, INC.	0.34%	316.2K	3.62M	-8.67K	-2.67%
Dec 31, 2025	CALLODINE CAPITAL MANAGEMENT, LP	0.52%	483.41K	5.53M	-27.4K	-5.36%
Dec 31, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.52%	486.44K	5.56M	86.16K	+21.53%
Dec 31, 2025	INVESCO LTD.	0.98%	911.04K	10.42M	30.6K	+3.48%
Dec 31, 2025	DIAMETER CAPITAL PARTNERS LP	1.09%	1.01M	11.59M	1.01M	+100.00%
Dec 31, 2025	VAN ECK ASSOCIATES CORP	2.49%	2.32M	26.56M	-190.08K	-7.57%
Dec 31, 2025	APOLLO MANAGEMENT HOLDINGS, L.P.	2.56%	2.39M	27.33M	7	0.00%
Dec 31, 2025	THORNBURG INVESTMENT MANAGEMENT INC	3.36%	3.14M	35.9M	0	0
Dec 31, 2025	PANORAMIC INVESTMENT ADVISORS, LLC	0.06%	53.63K	613.53K	0	0
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.06%	54.74K	626.17K	-2.21K	-3.88%
Dec 31, 2025	QUANTBOT TECHNOLOGIES LP	0.07%	67.61K	773.42K	67.61K	+100.00%
Dec 31, 2025	MUZINICH & CO., INC.	0.77%	714.78K	8.18M	143.26K	+25.07%
Dec 31, 2025	NEXT CAPITAL MANAGEMENT LLC	1.59%	1.48M	16.98M	142.76K	+10.64%
Dec 31, 2025	MORGAN STANLEY	1.87%	1.74M	19.95M	-173.15K	-9.03%
Dec 31, 2025	UBS GROUP AG	2.17%	2.02M	23.16M	323.14K	+18.99%
Dec 31, 2025	XTX TOPCO LTD	0.15%	135.3K	1.55M	135.3K	+100.00%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.15%	141.05K	1.61M	-9.04K	-6.02%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.16%	146.76K	1.68M	6.46K	+4.61%
Dec 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.27%	248.19K	2.84M	-41.22K	-14.24%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.39%	364.14K	4.17M	-31.69K	-8.01%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.52%	486.41K	5.56M	375.11K	+337.05%
Dec 31, 2025	ARES MANAGEMENT LLC	0.58%	545.53K	6.24M	0	0
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.08%	71K	812.24M	56.7K	+396.50%
Dec 31, 2025	SIGMA PLANNING CORP	0.08%	71.84K	821.87K	583	+0.82%
Dec 31, 2025	STEPHENS INC /AR/	0.09%	79.95K	914.67K	-4.78K	-5.64%
Dec 31, 2025	ARKADIOS WEALTH ADVISORS	0.11%	102.95K	1.18M	-1.58K	-1.51%
Dec 31, 2025	NEUBERGER BERMAN GROUP LLC	0.22%	205.66K	2.35M	-23.66K	-10.32%
Dec 31, 2025	JANE STREET GROUP, LLC	0.27%	250.31K	2.86M	250.31K	+100.00%
Dec 31, 2025	UNITED ADVISOR GROUP, LLC	0.27%	255.72K	2.93M	-15.1K	-5.58%
Dec 31, 2025	CASTLEKEEP INVESTMENT ADVISORS LLC	0.41%	384.94K	4.4M	-13.75K	-3.45%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	0.42%	387.5K	4.43M	210.94K	+119.47%
Dec 31, 2025	ETHOS FINANCIAL GROUP, LLC	0.42%	393.6K	4.5M	-29.58K	-6.99%
Dec 31, 2025	FRANKLIN RESOURCES INC	0.48%	445.3K	5.09M	-325.53K	-42.23%
Dec 31, 2025	CONDOR CAPITAL MANAGEMENT	0.49%	456.22K	5.22M	26.85K	+6.25%
Dec 31, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.59%	549.58K	6.29M	46.22K	+9.18%
Dec 31, 2025	CURA WEALTH ADVISORS, LLC	0.69%	641.92K	7.34M	24K	+3.88%
Dec 31, 2025	NORTH GROUND CAPITAL	0.7%	651.33K	7.45M	401.33K	+160.53%
Dec 31, 2025	LEGAL & GENERAL GROUP PLC	0.7%	651.85K	7.45M	74.03K	+12.81%
Dec 31, 2025	COLONY GROUP, LLC	0.11%	102.07K	1.17M	102.07K	+100.00%
Sep 30, 2025	THORNBURG INVESTMENT MANAGEMENT INC	3.35%	3.14M	37.62M	200K	+6.81%
Sep 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.31%	289.42K	3.47M	-72.98K	-20.14%
Sep 30, 2025	DNB ASSET MANAGEMENT AS	0.18%	164.11K	1.97M	0	0
Sep 30, 2025	STIFEL FINANCIAL CORP	0.16%	150.91K	1.81M	-183.54K	-54.88%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.15%	140.3K	1.79M	44.6K	+46.60%
Sep 30, 2025	STEPHENS INC /AR/	0.09%	84.74K	1.02M	546	+0.65%
Sep 30, 2025	SHARPEPOINT LLC	0.09%	84.38K	1.01M	3.81K	+4.73%
Sep 30, 2025	DENALI ADVISORS LLC	0.08%	74.43K	892.44K	-13.25K	-15.11%
Sep 30, 2025	SIGMA PLANNING CORP	0.08%	71.26K	854.4K	-1.79K	-2.45%
Sep 30, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.07%	65K	779.32K	-5.44K	-7.72%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.06%	56.95K	682.79K	8.11K	+16.60%
Sep 30, 2025	PANORAMIC INVESTMENT ADVISORS, LLC	0.06%	53.63K	643.02K	0	0
Sep 30, 2025	JPMORGAN CHASE & CO	0.06%	52.23K	626.23K	-6.53K	-11.12%
Sep 30, 2025	WHIPPLEWOOD ADVISORS, LLC	0.04%	42.04K	504.08K	-21.3K	-33.63%
Sep 30, 2025	SHUFRO ROSE & CO LLC	0.04%	41.83K	537.99K	0	0
Sep 30, 2025	LECLAIR WEALTH PARTNERS LLC	0.04%	40.89K	490.21K	0	0
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	0.04%	40.35K	483.8K	3.35K	+9.06%
Sep 30, 2025	MERIDIAN INVESTMENT COUNSEL INC.	0.04%	36.01K	431.8K	-6.03K	-14.35%
Sep 30, 2025	VAN ECK ASSOCIATES CORP	2.68%	2.51M	30.12M	121.52K	+5.08%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.16%	150.08K	1.8M	-44.19K	-22.74%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0.13%	122.59K	1.47M	-124.33K	-50.35%
Sep 30, 2025	CITADEL ADVISORS LLC	0.1%	95.6K	1.15M	43.6K	+83.85%
Sep 30, 2025	LAZARD ASSET MANAGEMENT LLC	0.1%	92.74K	1.11M	-20.2K	-17.89%
Sep 30, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.43%	400.28K	4.8M	28.46K	+7.65%
Sep 30, 2025	D.A. DAVIDSON & CO.	0.37%	344.06K	4.13M	16K	+4.88%
Sep 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.11%	101.67K	1.22M	-8K	-7.29%
Sep 30, 2025	MORGAN STANLEY	2.05%	1.92M	22.98M	29.69K	+1.57%
Sep 30, 2025	MUZINICH & CO., INC.	0.61%	571.52K	6.85M	170.13K	+42.38%
Sep 30, 2025	ARES MANAGEMENT LLC	0.58%	545.53K	6.54M	0	0
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.58%	543.12K	6.51M	-41.85K	-7.15%
Sep 30, 2025	LPL FINANCIAL LLC	0.54%	507.42K	6.08M	-31.05K	-5.77%
Sep 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.54%	503.35K	6.04M	168.36K	+50.26%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.51%	474.35K	5.69M	8.32K	+1.79%
Sep 30, 2025	CONDOR CAPITAL MANAGEMENT	0.46%	429.37K	5.15M	16.49K	+3.99%
Sep 30, 2025	ETHOS FINANCIAL GROUP, LLC	0.45%	423.18K	5.07M	1.28K	+0.30%
Sep 30, 2025	BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S	0.31%	287.3K	3.45M	15.75K	+5.80%
Sep 30, 2025	UNITED ADVISOR GROUP, LLC	0.29%	270.82K	3.25M	13.96K	+5.44%
Sep 30, 2025	NORTH GROUND CAPITAL	0.27%	250K	3M	250K	+100.00%
Sep 30, 2025	NEUBERGER BERMAN GROUP LLC	0.24%	229.32K	2.75M	-242.94K	-51.44%
Sep 30, 2025	ROYAL BANK OF CANADA	0.24%	225.83K	2.71M	-11.38K	-4.80%
Sep 30, 2025	NAVITER WEALTH, LLC	0.22%	204.11K	2.45M	850	+0.42%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.19%	176.56K	2.12M	-45.9K	-20.63%
Sep 30, 2025	GARNER ASSET MANAGEMENT CORP	0.18%	170.27K	2.05M	58.64K	+52.53%
Sep 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.18%	167.22K	2M	-56.34K	-25.20%
Sep 30, 2025	J.W. COLE ADVISORS, INC.	0.13%	126.39K	1.52M	7.23K	+6.06%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.12%	111.29K	1.33M	62.98K	+130.37%
Sep 30, 2025	ARKADIOS WEALTH ADVISORS	0.11%	104.52K	1.25M	570	+0.55%
Sep 30, 2025	ALMITAS CAPITAL LLC	0.1%	92.72K	1.11M	0	0
Sep 30, 2025	GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC.	0.1%	90.94K	1.09M	5.72K	+6.71%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.1%	89.84K	1.08M	349	+0.39%
Sep 30, 2025	COMERICA BANK	0.09%	86.38K	1.04M	-5.58K	-6.07%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.42%	395.83K	4.75M	339.26K	+599.66%
Sep 30, 2025	APOLLO MANAGEMENT HOLDINGS, L.P.	2.55%	2.39M	28.64M	6	0.00%
Sep 30, 2025	UBS GROUP AG	1.82%	1.7M	20.4M	33.89K	+2.03%
Sep 30, 2025	NEXT CAPITAL MANAGEMENT LLC	1.43%	1.34M	16.09M	616.18K	+84.94%
Sep 30, 2025	INVESCO LTD.	0.94%	880.44K	10.56M	110K	+14.28%
Sep 30, 2025	FRANKLIN RESOURCES INC	0.82%	770.83K	9.24M	-1.71K	-0.22%
Sep 30, 2025	CURA WEALTH ADVISORS, LLC	0.66%	617.92K	7.41M	-91.04K	-12.84%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.62%	577.82K	6.92M	-39.03K	-6.33%
Sep 30, 2025	CALLODINE CAPITAL MANAGEMENT, LP	0.55%	510.81K	6.12M	10.81K	+2.16%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.45%	417.16K	5M	14.52K	+3.61%
Sep 30, 2025	CASTLEKEEP INVESTMENT ADVISORS LLC	0.43%	398.68K	4.78M	9.77K	+2.51%
Sep 30, 2025	BLACKROCK, INC.	0.35%	324.87K	3.9M	-287K	-46.91%
Sep 30, 2025	ALPINE GLOBAL MANAGEMENT, LLC	0.14%	132.5K	1.59M	132.5K	+100.00%
Sep 30, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.14%	131.7K	1.58M	-33.45K	-20.26%
Sep 30, 2025	LSV ASSET MANAGEMENT	0.1%	96.1K	1.15M	-8.77K	-8.36%
Sep 30, 2025	CRAWFORD FUND MANAGEMENT, LLC	0.1%	93K	1.12M	30.6K	+49.04%
Jun 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.12%	109.67K	1.38M	0	0
Jun 30, 2025	NEXT CAPITAL MANAGEMENT LLC	0.77%	725.4K	9.15M	556.32K	+329.02%
Jun 30, 2025	BLACKROCK, INC.	0.65%	611.88K	7.72M	151.5K	+32.91%
Jun 30, 2025	ARES MANAGEMENT LLC	0.58%	545.53K	6.88M	63.5K	+13.17%
Jun 30, 2025	LPL FINANCIAL LLC	0.57%	538.47K	6.8M	-23.67K	-4.21%
Jun 30, 2025	CALLODINE CAPITAL MANAGEMENT, LP	0.53%	500K	6.31M	90.15K	+22.00%
Jun 30, 2025	NEUBERGER BERMAN GROUP LLC	0.5%	472.25K	5.96M	458	+0.10%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.5%	466.03K	5.88M	115.78K	+33.05%
Jun 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.36%	334.99K	4.23M	102.41K	+44.03%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.36%	334.45K	4.22M	-678	-0.20%
Jun 30, 2025	D.A. DAVIDSON & CO.	0.35%	328.06K	4.14M	15.13K	+4.84%
Jun 30, 2025	BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S	0.29%	271.55K	3.43M	27.98K	+11.49%
Jun 30, 2025	UNITED ADVISOR GROUP, LLC	0.27%	256.85K	3.24M	610	+0.24%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	0.26%	246.92K	3.12M	226.36K	+1,100.93%
Jun 30, 2025	ROYAL BANK OF CANADA	0.25%	237.21K	2.99M	35.82K	+17.79%
Jun 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.24%	223.56K	2.82M	-86.82K	-27.97%
Jun 30, 2025	TWO SIGMA ADVISERS, LP	0.24%	223.22K	2.82M	-767	-0.34%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.24%	222.46K	2.81M	12.19K	+5.80%
Jun 30, 2025	NAVITER WEALTH, LLC	0.22%	203.26K	2.57M	5.77K	+2.92%
Jun 30, 2025	GRAYPOINT LLC	0.2%	186.8K	2.36M	5.55K	+3.06%
Jun 30, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.18%	165.16K	2.08M	75.41K	+84.02%
Jun 30, 2025	DNB ASSET MANAGEMENT AS	0.18%	164.11K	2.07M	0	0
Jun 30, 2025	ADVISORNET FINANCIAL, INC	0.17%	157.23K	1.98M	-13.63K	-7.98%
Jun 30, 2025	J.W. COLE ADVISORS, INC.	0.13%	119.17K	1.5M	13.52K	+12.80%
Jun 30, 2025	LAZARD ASSET MANAGEMENT LLC	0.12%	112.94K	1.43M	34.8K	+44.54%
Jun 30, 2025	GARNER ASSET MANAGEMENT CORP	0.12%	111.63K	1.41M	-20.23K	-15.34%
Jun 30, 2025	ARKADIOS WEALTH ADVISORS	0.11%	103.95K	1.31M	4.92K	+4.97%
Jun 30, 2025	GREAT WEST LIFE ASSURANCE CO /CAN/	0.1%	93.86K	1.19M	4.53K	+5.07%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.1%	95.7K	1.21M	1.5K	+1.59%
Jun 30, 2025	ALMITAS CAPITAL LLC	0.1%	92.72K	1.17M	-50.17K	-35.11%
Jun 30, 2025	COMERICA BANK	0.1%	91.96K	1.16M	9.05K	+10.91%
Jun 30, 2025	LSV ASSET MANAGEMENT	0.11%	104.87K	1.32M	0	0
Jun 30, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.08%	70.43K	888.87K	-2.96K	-4.03%
Jun 30, 2025	M HOLDINGS SECURITIES, INC.	0.08%	72.32K	913K	-2.28K	-3.06%
Jun 30, 2025	KINGSTONE CAPITAL PARTNERS TEXAS, LLC	14.75%	13.81M	189.38K	13.81M	+100.00%
Jun 30, 2025	CASTLEKEEP INVESTMENT ADVISORS LLC	0.42%	388.91K	4.91M	89	+0.02%
Jun 30, 2025	CURA WEALTH ADVISORS, LLC	0.76%	708.96K	8.95M	60.36K	+9.31%
Jun 30, 2025	SIGMA PLANNING CORP	0.08%	73.05K	921.84K	2.18K	+3.08%
Jun 30, 2025	CONGRESS WEALTH MANAGEMENT LLC / DE /	0.08%	76.28K	962.63K	46.74K	+158.23%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.08%	77.28K	975.24K	1.11K	+1.46%
Jun 30, 2025		0.42%	388.91K	4.91M	89	+0.02%
Jun 30, 2025	STEPHENS INC /AR/	0.09%	84.19K	1.06M	0	0
Jun 30, 2025	GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC.	0.09%	85.22K	1.08M	6.11K	+7.73%
Jun 30, 2025	DENALI ADVISORS LLC	0.09%	87.68K	1.11M	-2.33K	-2.58%
Jun 30, 2025	MORGAN STANLEY	2.01%	1.89M	23.82B	64.09K	+3.52%
Jun 30, 2025	VAN ECK ASSOCIATES CORP	2.55%	2.39M	30.16M	152.43K	+6.81%
Jun 30, 2025	THORNBURG INVESTMENT MANAGEMENT INC	3.14%	2.94M	37.07M	0	0
Jun 30, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.4%	371.83K	4.69M	-55.55K	-13.00%
Jun 30, 2025	LEGAL & GENERAL GROUP PLC	0.66%	616.85K	7.79M	-8.13K	-1.30%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.21%	194.27K	2.45M	-182.08K	-48.38%
Jun 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.39%	362.39K	4.57M	-111.49K	-23.53%
Jun 30, 2025	MUZINICH & CO., INC.	0.43%	401.39K	5.07M	162.97K	+68.35%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.43%	402.64K	5.08M	57.41K	+16.63%
Jun 30, 2025	CONDOR CAPITAL MANAGEMENT	0.44%	412.88K	5.21M	15.79K	+3.98%
Jun 30, 2025	ETHOS FINANCIAL GROUP, LLC	0.45%	421.9K	5.32M	5.95K	+1.43%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.62%	584.97K	7.38M	691	+0.12%
Jun 30, 2025	INVESCO LTD.	0.82%	770.44K	9.72M	-108.13K	-12.31%
Jun 30, 2025	FRANKLIN RESOURCES INC	0.82%	772.54K	9.75M	119.34K	+18.27%
Jun 30, 2025	UBS GROUP AG	1.78%	1.67M	21.04M	405.99K	+32.19%
Jun 30, 2025	VIRTUS INVESTMENT ADVISERS, INC.	0.07%	69.51K	877.25K	-1.59K	-2.23%
Jun 30, 2025	LIDO ADVISORS, LLC	0.07%	69.16K	872.79K	8.31K	+13.65%
Jun 30, 2025	CRAWFORD FUND MANAGEMENT, LLC	0.07%	62.4K	787.49K	-19.5K	-23.81%
Jun 30, 2025	CAMELOT PORTFOLIOS, LLC	0.07%	61.88K	780.98K	-2.7K	-4.18%
Jun 30, 2025	PANORAMIC INVESTMENT ADVISORS, LLC	0.06%	53.63K	676.81K	0	0
Jun 30, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.06%	51.85K	654.36K	-51.85K	-50.00%
Jun 30, 2025	APOLLO MANAGEMENT HOLDINGS, L.P.	2.55%	2.39M	30.15M	5	0.00%
Mar 31, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.43%	278.49K	3.58M	-1.7M	-85.93%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.51%	335.12K	4.31M	31.98K	+10.55%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.53%	345.23K	4.44M	24.82K	+7.74%
Mar 31, 2025	ETHOS FINANCIAL GROUP, LLC	0.64%	415.95K	5.36M	396.82K	+2,074.55%
Mar 31, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.66%	427.38K	5.5M	27.35K	+6.84%
Mar 31, 2025	BLACKROCK, INC.	0.71%	460.38K	5.92M	100.86K	+28.05%
Mar 31, 2025	NEUBERGER BERMAN GROUP LLC	0.72%	471.8K	6.07M	66.39K	+16.38%
Mar 31, 2025	MORGAN STANLEY	2.79%	1.82M	23.44M	283.01K	+18.38%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.9%	584.27K	7.51M	31.06K	+5.61%
Mar 31, 2025		0.29%	190K	2.27M	-17.52K	-8.44%
Mar 31, 2025	APOLLO MANAGEMENT HOLDINGS, L.P.	3.66%	2.39M	30.72M	-78.85K	-3.20%
Mar 31, 2025	CALLODINE CAPITAL MANAGEMENT, LP	0.63%	409.85K	5.27M	163.63K	+66.46%
Mar 31, 2025	J.W. COLE ADVISORS, INC.	0.16%	105.65K	1.36M	23.89K	+29.22%
Mar 31, 2025	DNB ASSET MANAGEMENT AS	0.25%	164.11K	2.11M	-16.77K	-9.27%
Mar 31, 2025	NEXT CAPITAL MANAGEMENT LLC	0.26%	169.09K	2.17M	-5.64K	-3.23%
Mar 31, 2025	ADVISORNET FINANCIAL, INC	0.26%	170.85K	2.2M	170.85K	+100.00%
Mar 31, 2025	GRAYPOINT LLC	0.28%	181.25K	2.33M	5.1K	+2.89%
Mar 31, 2025	TWO SIGMA ADVISERS, LP	0.34%	223.99K	2.88M	47.67K	+27.03%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.54%	350.25K	4.5M	9.97K	+2.93%
Mar 31, 2025	MUZINICH & CO., INC.	0.37%	238.43K	3.07M	44.39K	+22.87%
Mar 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.15%	95.06K	1.22M	20.35K	+27.25%
Mar 31, 2025	ARKADIOS WEALTH ADVISORS	0.15%	99.04K	1.27M	-6.55K	-6.21%
Mar 31, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.16%	103.7K	1.33M	8.18K	+8.56%
Mar 31, 2025	LSV ASSET MANAGEMENT	0.16%	104.87K	1.35M	-34.67K	-24.84%
Mar 31, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.17%	109.67K	1.41M	50K	+83.80%
Mar 31, 2025	JPMORGAN CHASE & CO	0.18%	117.08K	1.51M	-49.15K	-29.57%
Mar 31, 2025	GARNER ASSET MANAGEMENT CORP	0.2%	131.86K	1.7M	131.86K	+100.00%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.58%	376.34K	4.84M	-33.27K	-8.12%
Mar 31, 2025	CONDOR CAPITAL MANAGEMENT	0.61%	397.09K	5.11M	28.9K	+7.85%
Mar 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.73%	473.88K	6.09M	11.31K	+2.44%
Mar 31, 2025	ARES MANAGEMENT LLC	0.74%	482.03K	6.2M	0	0
Mar 31, 2025	LPL FINANCIAL LLC	0.86%	562.14K	7.23M	138.45K	+32.68%
Mar 31, 2025	LEGAL & GENERAL GROUP PLC	0.96%	624.98K	8.04M	4.15K	+0.67%
Mar 31, 2025	FRANKLIN RESOURCES INC	1%	653.2K	8.4M	210.55K	+47.57%
Mar 31, 2025	UBS GROUP AG	1.93%	1.26M	16.22M	525.92K	+71.52%
Mar 31, 2025	INVESCO LTD.	1.35%	878.56K	11.3M	126.16K	+16.77%
Mar 31, 2025	NAVITER WEALTH, LLC	0.3%	197.49K	2.58M	10.99K	+5.89%
Mar 31, 2025	ROYAL BANK OF CANADA	0.31%	201.39K	2.59M	-6.6K	-3.17%
Mar 31, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.36%	232.58K	2.99M	44.39K	+23.58%
Mar 31, 2025	BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S	0.37%	243.57K	3.13M	94.47K	+63.36%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0.32%	210.27K	2.7M	75.98K	+56.58%
Mar 31, 2025	1832 ASSET MANAGEMENT L.P.	0.35%	230K	2.96M	230K	+100.00%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.14%	94.2K	1.21M	1.17K	+1.26%
Mar 31, 2025	VAN ECK ASSOCIATES CORP	3.43%	2.24M	28.78M	-134.78K	-5.68%
Mar 31, 2025	THORNBURG INVESTMENT MANAGEMENT INC	4.5%	2.94M	377.8M	0	0
Mar 31, 2025	UNITED ADVISOR GROUP, LLC	0.39%	256.24K	3.3M	8.46K	+3.42%
Mar 31, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.48%	310.38K	3.99M	-46.28K	-12.97%
Mar 31, 2025	D.A. DAVIDSON & CO.	0.48%	312.92K	4.02M	14.44K	+4.84%

Insiders

Among the MFIC insiders holding of 0.8% of the stake in company, HUSIC CAPITAL MANAGEMENT, 10 percent owner, holds the largest shares of 338.99K. WIDRA HOWARD, director, is the second largest MFIC insider with ownership of 101.67K shares. POWELL TANNER, Chief Executive Officer, stands third with possession of 53.61K shares of that stake.

Insiders	Designation	Shares Held
HUSIC CAPITAL MANAGEMENT	10 percent owner	338.99K
WIDRA HOWARD	director	101.67K
POWELL TANNER	Chief Executive Officer	53.61K
HANNAN JOHN J	director	50K
MCNULTY TED AYMOND JR.	President	16.97K
PEARLMAN EMANUEL R	director	2.8K

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Mar 11, 2025	PEARLMAN EMANUEL R	PURCHASE	12.52	800	10.02K	2.8K
Mar 11, 2025	WIDRA HOWARD	PURCHASE	12.40	50K	619.99K	101.67K
Mar 10, 2025	PEARLMAN EMANUEL R	PURCHASE	13.09	1K	13.09K	2K
Aug 12, 2024	PEARLMAN EMANUEL R	PURCHASE	12.98	1K	12.98K	1K
Mar 10, 2023	POWELL TANNER	SALE	12.09	8.28K	100.07K	53.61K
Mar 10, 2023	MCNULTY TED AYMOND JR.	SALE	12.09	1.5K	18.11K	16.97K
Aug 03, 2022	WIDRA HOWARD	PURCHASE	13.01	20K	260.13K	298.02K
Nov 15, 2021	HANNAN JOHN J	PURCHASE	13.03	50K	651.26K	50K
Jun 15, 2005	HUSIC CAPITAL MANAGEMENT	SALE	2.45	42.1K	103.15K	338.99K
Jul 29, 2004	HUSIC CAPITAL MANAGEMENT	PURCHASE	1.20	2.02K	2.41K	392.99K
Jul 28, 2004	HUSIC CAPITAL MANAGEMENT	PURCHASE	1.14	1.97K	2.25K	390.98K
Feb 10, 2004	HUSIC CAPITAL MANAGEMENT	PURCHASE	3.99	4.31K	17.16K	389.01K
Feb 09, 2004	HUSIC CAPITAL MANAGEMENT	PURCHASE	3.85	2.94K	11.33K	384.7K
Jan 13, 2004	HUSIC CAPITAL MANAGEMENT	PURCHASE	3.31	11.52K	38.1K	381.76K
Jan 09, 2004	HUSIC CAPITAL MANAGEMENT	PURCHASE	3.09	2.18K	6.74K	370.24K
Jan 08, 2004	HUSIC CAPITAL MANAGEMENT	PURCHASE	3.13	5.7K	17.84K	368.06K

Frequently Asked Questions