How many institutions own MSIF 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 MSIF shares is 36, representing 6.32% of the company's common stock.

Who are the major shareholders selling MSC Income Fund, Inc. stock?

BLACKROCK, INC., in the last quarter, reduced its stake in MSIF by -46.08% restricting it's holding to 178.43 thousand shares of worth nearly $2.17M. ALPINE GLOBAL MANAGEMENT, LLC also lessened -16.94% of the MSIF shares from its portfolio, reducing its holding to 206.07 thousand shares of worth $2.51M. PRIME CAPITAL INVESTMENT ADVISORS, LLC also shunned MSIF shares holding by -24.57% last quarter which brought its holding to 43.41 thousand shares worth $528.70K.

Investors who are buying MSIF stock?

As per its latest 13F filing, VAN ECK ASSOCIATES CORP increased its stake in MSIF by 100% in the last quarter. The institutional holder raised its holding to 674.18 thousand shares having worth more than $8.21M. TCFG WEALTH MANAGEMENT, LLC also added 135.69% more shares of MSIF to its portfolio, raising its holding to 34.94 thousand shares of worth $431.06K. INDEPENDENT FINANCIAL GROUP, LLC also increased its MSIF shares holding by 100% which brought its holding to 36.16 thousand shares worth $440.42K.

MSIF's major insiders: who are they?

The insider with the most stakes in MSIF is Hyzak Dwayne L. , CEO, SMD at the company. Additionally, MSIF stock is highly held by PRESIDENT, CIO AND SMD Magdol David L. and director Niemann John O. Jr. among others.

Did an insider recently sell MSIF stock?

Company executives, directors, and other insiders own 0.41% percent of MSC Income Fund, Inc.'s stock. Within the last six months, there have been 0 transaction(s) in which MSIF insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased MSIF stock?

There have been 10 transaction(s) during the past 6-months in which MSC Income Fund, Inc. insiders have bought stock, totalling 26422 shares

How much of MSIF does insiders own?

Around 291.81K MSC Income Fund, Inc. shares are held by insiders, which represents about 0.41% of MSIF stock.

Who is the insider with the largest stake?

MSIF CEO, SMD, Hyzak Dwayne L. holds the largest portfolio of the company's shares. MSIF shares owned by Hyzak total nearly 70.71 thousand.

Which institution holds the most shares in MSIF?

VAN ECK ASSOCIATES CORP is the largest institutional owner in MSIF which holds 674.18 thousand shares worth $8.21M or 1.45% of the total MSIF shares outstanding followed by TCFG WEALTH MANAGEMENT, LLC with ownership of 34.94 thousand shares representing 0.08% of the MSIF ownership. INDEPENDENT FINANCIAL GROUP, LLC is the third largest stakeholder with 36.16 thousand shares or 0.08% of the ownership worth more than $440.42K.

Is MSC Income Fund, Inc. 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 MSIF is concerned, it is a stock which is not optionable.

Is there a short position on MSIF's shares?

Number of MSIF 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 MSIF shares are there?

As of today, null shares of MSIF are outstanding.

Is there many float in MSIF 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, MSIF has null shares in float.

MSIF 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 MSIF is null.

MSC Income Fund (MSIF) 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

OptionableNo

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

0.41% Percentage of Shares held by All Insiders

6.32% Percentage of Shares held by All Institutions

6.35% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

About 6.32% of MSIF shares are held by financial institutions. VAN ECK ASSOCIATES CORP is the top corporate investor, holding 674.18K shares valued at $8.21M. A 1.45% stake in MSC Income Fund, Inc. is owned by the company. TCFG WEALTH MANAGEMENT, LLC owns 34.94K shares valued at $431.06K, which translates its holding of 0.08% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	VAN ECK ASSOCIATES CORP	1.45%	674.18K	8.21M	674.18K	+100.00%
Mar 31, 2026	TCFG WEALTH MANAGEMENT, LLC	0.08%	34.94K	431.06K	20.12K	+135.69%
Mar 31, 2026	INDEPENDENT FINANCIAL GROUP, LLC	0.08%	36.16K	440.42K	36.16K	+100.00%
Mar 31, 2026	HRT FINANCIAL LP	0.08%	36.23K	441K	36.23K	+100.00%
Mar 31, 2026	BEACON FINANCIAL ADVISORY LLC	0.08%	37.33K	454.62K	37.33K	+100.00%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.08%	37.65K	458.56K	37.65K	+100.00%
Mar 31, 2026	FIRST FINANCIAL BANKSHARES INC	0.08%	38.44K	468.14K	0	0
Mar 31, 2026	Y-INTERCEPT (HONG KONG) LTD	0.08%	38.52K	469.13K	38.52K	+100.00%
Mar 31, 2026	MARINER, LLC	0.08%	39.12K	476.45K	4.79K	+13.97%
Mar 31, 2026	VIRTUS INVESTMENT ADVISERS, INC.	0.09%	39.92K	486.24K	3.39K	+9.28%
Mar 31, 2026	UBS GROUP AG	1.71%	796.75K	9.7M	795.75K	+79,814.44%
Mar 31, 2026	BLACKROCK, INC.	0.38%	178.43K	2.17M	-152.49K	-46.08%
Mar 31, 2026	ALPINE GLOBAL MANAGEMENT, LLC	0.44%	206.07K	2.51M	-42.04K	-16.94%
Mar 31, 2026	SANDERS MORRIS HARRIS LLC	3.88%	1.81M	22M	1.81M	+100.00%
Mar 31, 2026	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.09%	43.41K	528.7K	-14.14K	-24.57%
Mar 31, 2026	STRATEGIC FINANCIAL PARTNERS, LTD.	0.1%	44.83K	545.98K	6.12K	+15.80%
Mar 31, 2026	TRIUMPH CAPITAL MANAGEMENT	0.1%	46.41K	582.03K	17.79K	+62.15%
Mar 31, 2026	PROSPERA FINANCIAL SERVICES INC	0.1%	47.68K	580.79K	20.61K	+76.12%
Mar 31, 2026	U.S. CAPITAL WEALTH ADVISORS, LLC	0.24%	109.67K	1.34M	-787	-0.71%
Mar 31, 2026	CREATIVE PLANNING	0.11%	50.53K	615.4K	27.18K	+116.41%
Mar 31, 2026	CORECAP ADVISORS, LLC	0.11%	51.75K	630.28K	39.41K	+319.51%
Mar 31, 2026	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.12%	54.86K	668.13K	29.7K	+118.05%
Mar 31, 2026	BOS ASSET MANAGEMENT, LLC	0.12%	55.29K	673.43K	18.44K	+50.04%
Mar 31, 2026	WEALTHCARE ADVISORY PARTNERS LLC	0.12%	55.5K	676.01K	16.53K	+42.42%
Mar 31, 2026	CAPTRUST FINANCIAL ADVISORS	0.13%	62.45K	760.68K	7.97K	+14.63%
Mar 31, 2026	NEUBERGER BERMAN GROUP LLC	0.14%	62.89K	765.98K	62.89K	+100.00%
Mar 31, 2026	SIGMA PLANNING CORP	0.45%	207.54K	2.53M	73.85K	+55.24%
Mar 31, 2026	CENTAURUS FINANCIAL, INC.	0.46%	214.95K	2.62M	91.38K	+73.96%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.57%	264.72K	3.22M	55.1K	+26.29%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.67%	311.56K	3.79M	144.88K	+86.92%
Mar 31, 2026	NORTH GROUND CAPITAL	0.97%	448.92K	5.47M	-52.76K	-10.52%
Mar 31, 2026	DIVERSIFY ADVISORY SERVICES, LLC	0.15%	69K	865.25K	-22.42K	-24.53%
Mar 31, 2026	XTX TOPCO LTD	0.15%	70.9K	863.56K	22.41K	+46.22%
Mar 31, 2026	QUBE RESEARCH & TECHNOLOGIES LTD	0.16%	72.46K	882.54K	36.14K	+99.48%
Mar 31, 2026	BARCLAYS PLC	0.24%	110.41K	1.34M	110.41K	+100.00%
Mar 31, 2026	HARBOUR INVESTMENTS, INC.	0.18%	85.14K	1.04M	39.27K	+85.60%
Mar 31, 2026	MAGNETAR FINANCIAL LLC	0.19%	86.74K	1.06M	86.74K	+100.00%
Mar 31, 2026	MARSHALL WACE, LLP	0.19%	89.32K	1.09M	-265.03K	-74.79%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.2%	93.54K	1.14M	62.51K	+201.49%
Mar 31, 2026	ARKADIOS WEALTH ADVISORS	0.21%	96.45K	1.17M	5.25K	+5.76%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.22%	100.44K	1.22M	36.57K	+57.25%
Mar 31, 2026	RIVERBRIDGE PARTNERS LLC	0.24%	113.57K	1.38M	7.86K	+7.44%
Mar 31, 2026	DIVERSIFY WEALTH MANAGEMENT, LLC	0.25%	114.38K	1.41M	114.38K	+100.00%
Mar 31, 2026	MILLENNIUM MANAGEMENT LLC	0.27%	126.08K	1.54M	-326.15K	-72.12%
Mar 31, 2026	CWM, LLC	0.19%	89.08K	1.08M	35.44K	+66.07%
Mar 31, 2026	MORGAN STANLEY	0.09%	41.22K	502.07K	19.69K	+91.44%
Mar 31, 2026	MERIDIAN INVESTMENT COUNSEL INC.	0.09%	40.7K	495.73K	24.45K	+150.46%
Mar 31, 2026	PERIGON WEALTH MANAGEMENT, LLC	0.09%	40.46K	492.8K	10.26K	+33.95%
Mar 31, 2026	LEGACY WEALTH MANAGMENT, LLC/ID	0.3%	138.17K	1.68M	3.77K	+2.80%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.32%	148.64K	1.81M	55.15K	+58.99%
Mar 31, 2026	CLAYTON PARTNERS LLC	0.37%	170K	2.07M	100.71K	+145.36%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.09%	41.37K	503.84K	16.27K	+64.82%
Mar 31, 2026	STRATOS WEALTH PARTNERS, LTD.	0.09%	41.51K	505.56K	16.05K	+63.07%
Mar 31, 2026	GARRETT WEALTH ADVISORY GROUP, LLC	0.07%	34.46K	419.77K	11.02K	+47.01%
Mar 31, 2026		0.08%	34.94K	431.06K	34.94K	+100.00%
Mar 31, 2026	LPL FINANCIAL LLC	0.98%	454.59K	5.54M	180.03K	+65.57%
Mar 31, 2026	ROCKPORT WEALTH LLC	0.23%	106.07K	1.29M	33.41K	+45.99%
Mar 31, 2026	FJ CAPITAL MANAGEMENT LLC	0.37%	171.06K	2.08M	171.06K	+100.00%
Mar 31, 2026	ARES MANAGEMENT LLC	1.78%	826.65K	10.07M	238.4K	+40.53%
Mar 31, 2026	TWO SIGMA INVESTMENTS, LP	2.44%	1.13M	13.82M	792.72K	+232.10%
Mar 31, 2026	ADVISORY ALPHA, LLC	0.07%	31.99K	389.66K	17.79K	+125.31%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.07%	32.44K	395.07K	5.9K	+22.22%
Mar 31, 2026	JOEL ISAACSON & CO., LLC	0.07%	32.5K	395.85K	0	0
Mar 31, 2026	MERIT FINANCIAL GROUP, LLC	0.22%	101.98K	1.24M	28.04K	+37.92%
Mar 31, 2026	AVISO WEALTH MANAGEMENT	0.14%	64.13K	781.1K	47.06K	+275.64%
Mar 31, 2026	SIMPLICITY WEALTH,LLC	0.07%	33.23K	404.78K	11.88K	+55.60%
Mar 31, 2026	FRANKLIN RESOURCES INC	1.35%	627.13K	7.64M	209.47K	+50.15%
Dec 31, 2025	LEGACY WEALTH MANAGMENT, LLC/ID	0.28%	134.41K	1.77M	-6.41K	-4.55%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.07%	31.03K	407.68K	-2.7K	-8.02%
Dec 31, 2025	PERIGON WEALTH MANAGEMENT, LLC	0.06%	30.21K	396.89K	13.83K	+84.45%
Dec 31, 2025	TRIUMPH CAPITAL MANAGEMENT	0.06%	28.63K	376.13K	28.63K	+100.00%
Dec 31, 2025	PROSPERA FINANCIAL SERVICES INC	0.06%	27.07K	355.8K	13.3K	+96.63%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.06%	26.54K	348.72K	-16.38K	-38.16%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.06%	26.44K	347.41K	26.44K	+100.00%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.1%	49.58K	651.52K	49.58K	+100.00%
Dec 31, 2025	TWO SIGMA ADVISERS, LP	0.39%	184.4K	2.42M	184.4K	+100.00%
Dec 31, 2025	U.S. CAPITAL WEALTH ADVISORS, LLC	0.23%	110.46K	1.45M	120	+0.11%
Dec 31, 2025	DIVERSIFY ADVISORY SERVICES, LLC	0.19%	91.42K	1.2M	4K	+4.57%
Dec 31, 2025	FIRST FINANCIAL BANKSHARES INC	0.08%	38.44K	505.04K	38.44K	+100.00%
Dec 31, 2025	MAREX GROUP PLC	0.08%	36.7K	482.24K	15.28K	+71.31%
Dec 31, 2025	MERIT FINANCIAL GROUP, LLC	0.16%	73.94K	971.53K	33.84K	+84.41%
Dec 31, 2025	VIRTUS INVESTMENT ADVISERS, INC.	0.08%	36.53K	480.02K	6.37K	+21.13%
Dec 31, 2025	BOS ASSET MANAGEMENT, LLC	0.08%	36.85K	484.21K	18.44K	+100.15%
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.05%	25.45K	334.46K	13.53K	+113.41%
Dec 31, 2025	ARES MANAGEMENT LLC	1.24%	588.25K	7.73M	179.86K	+44.04%
Dec 31, 2025	NORTH GROUND CAPITAL	1.06%	501.68K	6.59M	181.9K	+56.88%
Dec 31, 2025	ADVISORS CAPITAL MANAGEMENT, LLC	0.04%	19.89K	261.31K	19.89K	+100.00%
Dec 31, 2025	SHEPHERD FINANCIAL PARTNERS LLC	0.04%	18.86K	247.79K	18.86K	+100.00%
Dec 31, 2025	SUMMIT FINANCIAL, LLC	0.04%	17.6K	237.55K	4.97K	+39.37%
Dec 31, 2025	AVISO WEALTH MANAGEMENT	0.04%	17.07K	224.33K	17.07K	+100.00%
Dec 31, 2025	ALPINE GLOBAL MANAGEMENT, LLC	0.52%	248.1K	3.26M	79.41K	+47.07%
Dec 31, 2025	ROCKPORT WEALTH LLC	0.15%	72.66K	954.75K	19.91K	+37.74%
Dec 31, 2025	CLAYTON PARTNERS LLC	0.15%	69.29K	910.42K	69.29K	+100.00%
Dec 31, 2025	TREXQUANT INVESTMENT LP	0.14%	66.04K	867.77K	66.04K	+100.00%
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0.1%	45.87K	602.78K	20.78K	+82.84%
Dec 31, 2025	SAGEVIEW ADVISORY GROUP, LLC	0.08%	39.29K	516.24K	5.36K	+15.78%
Dec 31, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.08%	38.97K	512.06K	15.52K	+66.18%
Dec 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.08%	36.32K	477.28K	36.32K	+100.00%
Dec 31, 2025	ALLWORTH FINANCIAL LP	0.07%	34.56K	454.15K	19.57K	+130.54%
Dec 31, 2025	FRANKLIN RESOURCES INC	0.88%	417.67K	5.49M	108.09K	+34.91%
Dec 31, 2025	MARSHALL WACE, LLP	0.75%	354.35K	4.66M	143.25K	+67.86%
Dec 31, 2025	BLACKROCK, INC.	0.7%	330.92K	4.35M	5.29K	+1.63%
Dec 31, 2025	LPL FINANCIAL LLC	0.58%	274.56K	3.61M	117.92K	+75.28%
Dec 31, 2025	JANE STREET GROUP, LLC	0.58%	272.79K	3.58M	272.79K	+100.00%
Dec 31, 2025	RIVERBRIDGE PARTNERS LLC	0.22%	105.71K	1.39M	54.32K	+105.68%
Dec 31, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.05%	25.16K	330.56K	13.03K	+107.38%
Dec 31, 2025	WCG WEALTH ADVISORS LLC	0.05%	24.04K	315.91K	24.04K	+100.00%
Dec 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.05%	23.89K	326.66K	23.89K	+100.00%
Dec 31, 2025	GARRETT WEALTH ADVISORY GROUP, LLC	0.05%	23.44K	308.05K	11.73K	+100.09%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.05%	21.89K	287.62K	8.01K	+57.76%
Dec 31, 2025	MORGAN STANLEY	0.05%	21.53K	282.93K	6.87K	+46.84%
Dec 31, 2025	SIMPLICITY WEALTH,LLC	0.05%	21.36K	280.64K	9.47K	+79.65%
Dec 31, 2025	QUAKER WEALTH MANAGEMENT, LLC	0.05%	21.33K	280.21K	9.2K	+75.85%
Dec 31, 2025	JUMP FINANCIAL, LLC	0.07%	32.08K	421.53K	32.08K	+100.00%
Dec 31, 2025	J.W. COLE ADVISORS, INC.	0.35%	167.39K	2.18M	78K	+87.26%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.44%	209.62K	2.75M	82.71K	+65.17%
Dec 31, 2025	SIGMA PLANNING CORP	0.28%	133.69K	1.75M	78.72K	+143.20%
Dec 31, 2025	CENTAURUS FINANCIAL, INC.	0.26%	123.57K	1.62M	72.79K	+143.35%
Dec 31, 2025	MILLENNIUM MANAGEMENT LLC	0.96%	452.23K	5.94M	314.82K	+229.10%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	0.72%	341.55K	4.49M	341.55K	+100.00%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.35%	166.68K	2.19M	61.62K	+58.65%
Dec 31, 2025	CITADEL ADVISORS LLC	0.31%	148.59K	1.95M	148.59K	+100.00%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.2%	93.49K	1.23M	35.68K	+61.71%
Dec 31, 2025	ARKADIOS WEALTH ADVISORS	0.19%	91.2K	1.2M	91.2K	+100.00%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.14%	63.87K	839.24K	29.51K	+85.87%
Dec 31, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.12%	57.55K	756.18K	28.61K	+98.84%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.12%	54.48K	715.9K	54.48K	+100.00%
Dec 31, 2025	CWM, LLC	0.11%	53.64K	705K	28.17K	+110.57%
Dec 31, 2025	HIGHPOINT ADVISOR GROUP LLC	0.11%	50.86K	668.28K	23.87K	+88.43%
Dec 31, 2025	XTX TOPCO LTD	0.1%	48.49K	637.13K	48.49K	+100.00%
Dec 31, 2025	STRATEGIC FINANCIAL PARTNERS, LTD.	0.08%	38.71K	508.67K	13.56K	+53.88%
Dec 31, 2025	MARINER, LLC	0.07%	34.32K	451.02K	17.12K	+99.49%
Dec 31, 2025	ACORN FINANCIAL ADVISORY SERVICES INC /ADV	0.07%	33.48K	439.93K	33.48K	+100.00%
Dec 31, 2025	JOEL ISAACSON & CO., LLC	0.07%	32.5K	427.05K	0	0
Sep 30, 2025	FLPUTNAM INVESTMENT MANAGEMENT CO	0.07%	32.07K	421.01K	32.07K	+100.00%
Sep 30, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.09%	41.28K	490.05K	24.23K	+142.01%
Sep 30, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.06%	28.94K	380.01K	28.94K	+100.00%
Sep 30, 2025	MAREX GROUP PLC	0.05%	21.42K	281.28K	21.42K	+100.00%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.03%	14.96K	196.48K	-17.84K	-54.38%
Sep 30, 2025	MORGAN STANLEY	0.03%	14.66K	192.54K	4.22K	+40.34%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.05%	25.09K	329.43K	24.09K	+2,409.00%
Sep 30, 2025	ZUCKERMAN INVESTMENT GROUP, LLC	0.04%	20K	262.6K	20K	+100.00%
Sep 30, 2025	HIGHPOINT ADVISOR GROUP LLC	0.06%	26.99K	354.38K	26.99K	+100.00%
Sep 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.05%	23.45K	307.91K	23.45K	+100.00%
Sep 30, 2025	UBS GROUP AG	0.05%	22.84K	299.93K	21.16K	+1,254.06%
Sep 30, 2025	TCFG WEALTH MANAGEMENT, LLC	0.04%	16.8K	217.32K	16.8K	+100.00%
Sep 30, 2025	NORTH GROUND CAPITAL	0.68%	319.78K	4.2M	319.78K	+100.00%
Sep 30, 2025	U.S. CAPITAL WEALTH ADVISORS, LLC	0.23%	110.34K	1.45M	3.35K	+3.13%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.22%	105.06K	1.38M	105.06K	+100.00%
Sep 30, 2025	DIVERSIFY ADVISORY SERVICES, LLC	0.19%	87.43K	1.11M	87.43K	+100.00%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.12%	57.81K	769.63K	56.57K	+4,536.09%
Sep 30, 2025	SIGMA PLANNING CORP	0.12%	54.97K	721.76K	54.97K	+100.00%
Sep 30, 2025	ROCKPORT WEALTH LLC	0.11%	52.75K	692.64K	52.75K	+100.00%
Sep 30, 2025	CENTAURUS FINANCIAL, INC.	0.11%	50.78K	667K	50.78K	+100.00%
Sep 30, 2025	SAGEVIEW ADVISORY GROUP, LLC	0.07%	33.93K	445.53K	6.69K	+24.57%
Sep 30, 2025	JOEL ISAACSON & CO., LLC	0.07%	32.5K	426.73K	0	0
Sep 30, 2025	ROYAL BANK OF CANADA	0.06%	28K	368K	24.47K	+692.92%
Sep 30, 2025	CWM, LLC	0.05%	25.47K	334K	25.47K	+100.00%
Sep 30, 2025	MARINER, LLC	0.04%	17.21K	225.92K	17.21K	+100.00%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.04%	16.49K	220.03K	16.49K	+100.00%
Sep 30, 2025	ALLWORTH FINANCIAL LP	0.03%	14.99K	196.85K	14.99K	+100.00%
Sep 30, 2025	SANDERS MORRIS HARRIS LLC	2.42%	1.14M	14.95M	78.14K	+7.37%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0.29%	137.41K	1.8M	137.41K	+100.00%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.27%	126.91K	1.67M	126.91K	+100.00%
Sep 30, 2025	MERIT FINANCIAL GROUP, LLC	0.09%	40.09K	526.42K	40.09K	+100.00%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.07%	34.36K	451K	34.36K	+100.00%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.04%	19.39K	254.55K	6.5K	+50.47%
Sep 30, 2025	BOS ASSET MANAGEMENT, LLC	0.04%	18.41K	241.74K	18.41K	+100.00%
Sep 30, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.03%	12.13K	159.28K	1.53K	+14.42%
Sep 30, 2025	QUAKER WEALTH MANAGEMENT, LLC	0.03%	12.13K	159.23K	12.13K	+100.00%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.03%	11.93K	156.6K	11.93K	+100.00%
Sep 30, 2025	SIMPLICITY WEALTH,LLC	0.03%	11.89K	156.1K	11.89K	+100.00%
Sep 30, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.03%	11.85K	155.58K	11.85K	+100.00%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.03%	11.75K	154.26K	-3.24K	-21.59%
Sep 30, 2025	ACADIAN ASSET MANAGEMENT LLC	0.01%	5.26K	69K	-18.19K	-77.56%
Sep 30, 2025	CREEKMUR ASSET MANAGEMENT LLC	0.01%	5K	65.59K	5K	+100.00%
Sep 30, 2025	PRIVATE TRUST CO NA	0.01%	3.15K	41.31K	2.76K	+708.74%
Sep 30, 2025	TANGLEWOOD LEGACY ADVISORS, LLC	0.01%	2.91K	38.25K	2.91K	+100.00%
Sep 30, 2025		0.01%	2.79K	36.57K	2.79K	+100.00%
Sep 30, 2025	CX INSTITUTIONAL	0.01%	2.62K	34K	2.04K	+348.38%
Sep 30, 2025	TSFG, LLC	0%	2.06K	27K	2.06K	+100.00%
Sep 30, 2025	MAI CAPITAL MANAGEMENT	0%	2.06K	27.05K	729	+54.77%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.03%	13.88K	182.18K	13.88K	+100.00%
Sep 30, 2025	RIVERBRIDGE PARTNERS LLC	0.11%	51.4K	674.84K	51.4K	+100.00%
Sep 30, 2025	ALMITAS CAPITAL LLC	0.06%	30.15K	395.82K	30.15K	+100.00%
Sep 30, 2025	CREATIVE PLANNING	0.03%	15.25K	200.21K	15.25K	+100.00%
Sep 30, 2025	VIRTUS INVESTMENT ADVISERS, INC.	0.06%	30.16K	395.98K	30.16K	+100.00%
Sep 30, 2025	ARES MANAGEMENT LLC	0.87%	408.39K	5.36M	0	0
Sep 30, 2025	BLACKROCK, INC.	0.69%	325.63K	4.28M	77.53K	+31.25%
Sep 30, 2025	FRANKLIN RESOURCES INC	0.66%	309.58K	4.06M	155.85K	+101.37%
Sep 30, 2025	MARSHALL WACE, LLP	0.45%	211.1K	2.77M	211.1K	+100.00%
Sep 30, 2025	ALPINE GLOBAL MANAGEMENT, LLC	0.36%	168.7K	2.21M	168.7K	+100.00%
Sep 30, 2025	LPL FINANCIAL LLC	0.33%	156.64K	2.06M	142.23K	+987.11%
Sep 30, 2025	LEGACY WEALTH MANAGMENT, LLC/ID	0.3%	140.82K	1.85M	140.82K	+100.00%
Sep 30, 2025	J.W. COLE ADVISORS, INC.	0.19%	89.39K	1.17M	89.39K	+100.00%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.09%	42.92K	563.47K	-12.05K	-21.92%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.07%	33.73K	442.87K	33.73K	+100.00%
Sep 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.03%	13.77K	180.86K	13.77K	+100.00%
Sep 30, 2025	STRATEGIC FINANCIAL PARTNERS, LTD.	0.05%	25.16K	330.3K	25.16K	+100.00%
Sep 30, 2025	BEACON FINANCIAL ADVISORY LLC	0.04%	19.86K	260.73K	19.86K	+100.00%
Sep 30, 2025	COOPER FINANCIAL GROUP	0.04%	18.69K	245.43K	18.69K	+100.00%
Sep 30, 2025	PERIGON WEALTH MANAGEMENT, LLC	0.03%	16.38K	215.02K	16.38K	+100.00%
Jun 30, 2025	WEALTHSPIRE ADVISORS, LLC	0%	0	-	-16.08K	-100.00%
Jun 30, 2025	GPS WEALTH STRATEGIES GROUP, LLC	0%	218	3.58K	218	+100.00%
Jun 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0%	300	4.93K	-548	-64.62%
Jun 30, 2025	UBS GROUP AG	0%	1.69K	27.72K	1.69K	+100.00%
Jun 30, 2025	ROYAL BANK OF CANADA	0.01%	3.53K	58K	336	+10.52%
Jun 30, 2025	HFM INVESTMENT ADVISORS, LLC	0%	0	-	-622	-100.00%
Jun 30, 2025	LEGACY WEALTH MANAGMENT, LLC/ID	0%	0	-	-2.79K	-100.00%
Jun 30, 2025	HHM WEALTH ADVISORS, LLC	0%	128	2.1K	128	+100.00%
Jun 30, 2025	LPL FINANCIAL LLC	0.03%	14.41K	236.75K	14.41K	+100.00%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.03%	14.98K	246.16K	1.09K	+7.86%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.04%	18K	295.74M	2.08K	+13.04%
Jun 30, 2025	ACADIAN ASSET MANAGEMENT LLC	0.05%	23.45K	384K	23.45K	+100.00%
Jun 30, 2025	FRANKLIN RESOURCES INC	0.33%	153.73K	2.53M	22.9K	+17.50%
Jun 30, 2025	MOISAND FITZGERALD TAMAYO, LLC	0%	0	-	-1.61K	-100.00%
Jun 30, 2025	TEACHER RETIREMENT SYSTEM OF TEXAS	0%	0	-	-64.39K	-100.00%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0%	1	10	1	+100.00%
Jun 30, 2025	PRIVATE TRUST CO NA	0%	389	6.39K	389	+100.00%
Jun 30, 2025	SAGEVIEW ADVISORY GROUP, LLC	0.06%	27.24K	441.27K	0	0
Jun 30, 2025	JOEL ISAACSON & CO., LLC	0.07%	32.5K	533.98K	32.5K	+100.00%
Jun 30, 2025	ARCHER INVESTMENT CORP	0%	25	411	25	+100.00%
Jun 30, 2025	FINANCIAL GRAVITY COMPANIES, INC.	0%	1.39K	22.69K	1.39K	+100.00%
Jun 30, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.02%	10.6K	174.19K	10.6K	+100.00%
Jun 30, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.04%	17.06K	280.29K	1.69K	+11.01%
Jun 30, 2025		0%	0	-	-622	-100.00%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.12%	54.96K	903.61K	-4.77K	-7.98%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0%	1K	16.43K	1K	+100.00%
Jun 30, 2025	MAI CAPITAL MANAGEMENT	0%	1.33K	21.87K	0	0
Jun 30, 2025	BLACKROCK, INC.	0.53%	248.1K	4.08M	62.89K	+33.96%
Jun 30, 2025	JANE STREET GROUP, LLC	0.03%	12.15K	199.67K	12.15K	+100.00%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.07%	32.8K	538.9K	-24K	-42.25%
Jun 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.37%	163.88K	2.69M	-149.7K	-47.74%
Jun 30, 2025	ARES MANAGEMENT LLC	0.91%	408.39K	6.71M	-111.61K	-21.46%
Jun 30, 2025	VIRTU FINANCIAL LLC	0%	0	-	-19.24K	-100.00%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	1.25K	20.49K	0	0
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.03%	12.88K	211.68K	1.57K	+13.91%
Jun 30, 2025	U.S. CAPITAL WEALTH ADVISORS, LLC	0.24%	106.99K	1.76M	18.09K	+20.35%
Jun 30, 2025	SANDERS MORRIS HARRIS LLC	2.37%	1.06M	17.42M	1.06M	+100.00%
Jun 30, 2025	CX INSTITUTIONAL	0%	585	10K	585	+100.00%
Jun 30, 2025	MORGAN STANLEY	0.02%	10.45K	171.68M	-1.93K	-15.60%
Mar 31, 2025	BLACKROCK, INC.	0.41%	185.2K	3.05M	185.2K	+100.00%
Mar 31, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.03%	15.37K	253.1K	15.37K	+100.00%
Mar 31, 2025	WEALTHSPIRE ADVISORS, LLC	0.04%	16.08K	250.17K	16.08K	+100.00%
Mar 31, 2025	VIRTU FINANCIAL LLC	0.04%	19.24K	317K	19.24K	+100.00%
Mar 31, 2025	U.S. CAPITAL WEALTH ADVISORS, LLC	0.2%	88.9K	1.46M	88.9K	+100.00%
Mar 31, 2025	ARES MANAGEMENT LLC	1.16%	520K	8.56M	520K	+100.00%
Mar 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0%	848	13.97K	848	+100.00%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	1.25K	20.54K	1.25K	+100.00%
Mar 31, 2025	MAI CAPITAL MANAGEMENT	0%	1.33K	21.92K	1.33K	+100.00%
Mar 31, 2025	MOISAND FITZGERALD TAMAYO, LLC	0%	1.61K	24.8K	1.61K	+100.00%
Mar 31, 2025	ROYAL BANK OF CANADA	0.01%	3.2K	53K	3.2K	+100.00%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.03%	11.31K	186.29K	11.31K	+100.00%
Mar 31, 2025	MORGAN STANLEY	0.03%	12.38K	203.92K	12.38K	+100.00%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.03%	13.89K	228.77K	13.89K	+100.00%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.04%	15.92K	262.25K	15.92K	+100.00%
Mar 31, 2025	SAGEVIEW ADVISORY GROUP, LLC	0.06%	27.24K	448.63K	27.24K	+100.00%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.13%	56.8K	935.5K	56.8K	+100.00%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.13%	59.73K	1.01M	59.73K	+100.00%
Mar 31, 2025	TEACHER RETIREMENT SYSTEM OF TEXAS	0.14%	64.39K	1.06M	64.39K	+100.00%
Mar 31, 2025	FRANKLIN RESOURCES INC	0.29%	130.83K	2.15M	130.83K	+100.00%
Mar 31, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.7%	313.58K	5.17M	313.58K	+100.00%
Mar 31, 2025		0%	622	9.67K	622	+100.00%

Insiders

Among the MSIF insiders holding of 0.41% of the stake in company, HYZAK DWAYNE L., CEO, SMD, holds the largest shares of 70.71K. MAGDOL DAVID L., PRESIDENT, CIO AND SMD, is the second largest MSIF insider with ownership of 45.63K shares. NIEMANN JOHN O. JR., director, stands third with possession of 43.65K shares of that stake.

Insiders	Designation	Shares Held
HYZAK DWAYNE L.	CEO, SMD	70.71K
MAGDOL DAVID L.	PRESIDENT, CIO AND SMD	45.63K
NIEMANN JOHN O. JR.	director	43.65K
WALKER JEFFREY B.	director	26.31K
MESERVE NICHOLAS	Managing Director	12.5K
GILBERT CORY	CFO and Treasurer	6.51K
MARKS NATALY MICHELLE	director	1K

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Jun 30, 2026	HYZAK DWAYNE L.	PURCHASE	11.68	5.97K	69.72K	70.71K
Jun 23, 2026	MESERVE NICHOLAS	PURCHASE	11.43	2.5K	28.58K	12.5K
Jun 11, 2026	GILBERT CORY	PURCHASE	11.78	1K	11.78K	6.51K
Jun 09, 2026	HYZAK DWAYNE L.	PURCHASE	11.69	4.16K	48.61K	64.63K
Jun 05, 2026	WALKER JEFFREY B.	PURCHASE	12.02	3.93K	47.27K	26.31K
Jun 04, 2026	WALKER JEFFREY B.	PURCHASE	12.03	229	2.75K	22.38K
May 15, 2026	NIEMANN JOHN O. JR.	PURCHASE	12.10	4.92K	59.56K	43.65K
Mar 31, 2026	GILBERT CORY	PURCHASE	12.20	825	10.07K	5.39K
Mar 27, 2026	MARKS NATALY MICHELLE	PURCHASE	12.61	1K	12.61K	1K
Mar 09, 2026	NIEMANN JOHN O. JR.	PURCHASE	12.42	1.89K	23.44K	38.73K
Dec 30, 2025	HYZAK DWAYNE L.	PURCHASE	13.43	3.71K	49.85K	59.78K
Sep 30, 2025	GILBERT CORY	PURCHASE	13.15	500	6.58K	4.35K
Sep 30, 2025	MAGDOL DAVID L.	PURCHASE	13.25	3.5K	46.38K	45.63K
Sep 29, 2025	HYZAK DWAYNE L.	PURCHASE	13.49	3.7K	49.85K	55.73K
Sep 26, 2025	NIEMANN JOHN O. JR.	PURCHASE	13.50	1.71K	23.13K	36.08K
Sep 26, 2025	WALKER JEFFREY B.	PURCHASE	13.55	2.25K	30.42K	20.59K
Sep 25, 2025	WALKER JEFFREY B.	PURCHASE	13.55	1.46K	19.72K	18.34K
Sep 23, 2025	NIEMANN JOHN O. JR.	PURCHASE	13.75	2K	27.5K	34.37K
Sep 09, 2025	NIEMANN JOHN O. JR.	PURCHASE	13.92	4.24K	59.02K	32.37K
Aug 29, 2025	GILBERT CORY	PURCHASE	14.09	750	10.57K	3.85K
Aug 28, 2025	GILBERT CORY	PURCHASE	13.98	1.05K	14.68K	3.1K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE26.42K10

SALES00

NET SHARES26.42K10

SHARES HELD291.81K10

% NET SHARES-90.95%0%

Frequently Asked Questions

Stock Outstanding Shares

ShortableYes

OptionableNo

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

0.41% Percentage of Shares held by All Insiders

6.32% Percentage of Shares held by All Institutions

6.35% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	VAN ECK ASSOCIATES CORP	1.45%	674.18K	8.21M	674.18K	+100.00%
Mar 31, 2026	TCFG WEALTH MANAGEMENT, LLC	0.08%	34.94K	431.06K	20.12K	+135.69%
Mar 31, 2026	INDEPENDENT FINANCIAL GROUP, LLC	0.08%	36.16K	440.42K	36.16K	+100.00%
Mar 31, 2026	HRT FINANCIAL LP	0.08%	36.23K	441K	36.23K	+100.00%
Mar 31, 2026	BEACON FINANCIAL ADVISORY LLC	0.08%	37.33K	454.62K	37.33K	+100.00%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.08%	37.65K	458.56K	37.65K	+100.00%
Mar 31, 2026	FIRST FINANCIAL BANKSHARES INC	0.08%	38.44K	468.14K	0	0
Mar 31, 2026	Y-INTERCEPT (HONG KONG) LTD	0.08%	38.52K	469.13K	38.52K	+100.00%
Mar 31, 2026	MARINER, LLC	0.08%	39.12K	476.45K	4.79K	+13.97%
Mar 31, 2026	VIRTUS INVESTMENT ADVISERS, INC.	0.09%	39.92K	486.24K	3.39K	+9.28%
Mar 31, 2026	UBS GROUP AG	1.71%	796.75K	9.7M	795.75K	+79,814.44%
Mar 31, 2026	BLACKROCK, INC.	0.38%	178.43K	2.17M	-152.49K	-46.08%
Mar 31, 2026	ALPINE GLOBAL MANAGEMENT, LLC	0.44%	206.07K	2.51M	-42.04K	-16.94%
Mar 31, 2026	SANDERS MORRIS HARRIS LLC	3.88%	1.81M	22M	1.81M	+100.00%
Mar 31, 2026	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.09%	43.41K	528.7K	-14.14K	-24.57%
Mar 31, 2026	STRATEGIC FINANCIAL PARTNERS, LTD.	0.1%	44.83K	545.98K	6.12K	+15.80%
Mar 31, 2026	TRIUMPH CAPITAL MANAGEMENT	0.1%	46.41K	582.03K	17.79K	+62.15%
Mar 31, 2026	PROSPERA FINANCIAL SERVICES INC	0.1%	47.68K	580.79K	20.61K	+76.12%
Mar 31, 2026	U.S. CAPITAL WEALTH ADVISORS, LLC	0.24%	109.67K	1.34M	-787	-0.71%
Mar 31, 2026	CREATIVE PLANNING	0.11%	50.53K	615.4K	27.18K	+116.41%
Mar 31, 2026	CORECAP ADVISORS, LLC	0.11%	51.75K	630.28K	39.41K	+319.51%
Mar 31, 2026	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.12%	54.86K	668.13K	29.7K	+118.05%
Mar 31, 2026	BOS ASSET MANAGEMENT, LLC	0.12%	55.29K	673.43K	18.44K	+50.04%
Mar 31, 2026	WEALTHCARE ADVISORY PARTNERS LLC	0.12%	55.5K	676.01K	16.53K	+42.42%
Mar 31, 2026	CAPTRUST FINANCIAL ADVISORS	0.13%	62.45K	760.68K	7.97K	+14.63%
Mar 31, 2026	NEUBERGER BERMAN GROUP LLC	0.14%	62.89K	765.98K	62.89K	+100.00%
Mar 31, 2026	SIGMA PLANNING CORP	0.45%	207.54K	2.53M	73.85K	+55.24%
Mar 31, 2026	CENTAURUS FINANCIAL, INC.	0.46%	214.95K	2.62M	91.38K	+73.96%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.57%	264.72K	3.22M	55.1K	+26.29%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.67%	311.56K	3.79M	144.88K	+86.92%
Mar 31, 2026	NORTH GROUND CAPITAL	0.97%	448.92K	5.47M	-52.76K	-10.52%
Mar 31, 2026	DIVERSIFY ADVISORY SERVICES, LLC	0.15%	69K	865.25K	-22.42K	-24.53%
Mar 31, 2026	XTX TOPCO LTD	0.15%	70.9K	863.56K	22.41K	+46.22%
Mar 31, 2026	QUBE RESEARCH & TECHNOLOGIES LTD	0.16%	72.46K	882.54K	36.14K	+99.48%
Mar 31, 2026	BARCLAYS PLC	0.24%	110.41K	1.34M	110.41K	+100.00%
Mar 31, 2026	HARBOUR INVESTMENTS, INC.	0.18%	85.14K	1.04M	39.27K	+85.60%
Mar 31, 2026	MAGNETAR FINANCIAL LLC	0.19%	86.74K	1.06M	86.74K	+100.00%
Mar 31, 2026	MARSHALL WACE, LLP	0.19%	89.32K	1.09M	-265.03K	-74.79%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.2%	93.54K	1.14M	62.51K	+201.49%
Mar 31, 2026	ARKADIOS WEALTH ADVISORS	0.21%	96.45K	1.17M	5.25K	+5.76%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.22%	100.44K	1.22M	36.57K	+57.25%
Mar 31, 2026	RIVERBRIDGE PARTNERS LLC	0.24%	113.57K	1.38M	7.86K	+7.44%
Mar 31, 2026	DIVERSIFY WEALTH MANAGEMENT, LLC	0.25%	114.38K	1.41M	114.38K	+100.00%
Mar 31, 2026	MILLENNIUM MANAGEMENT LLC	0.27%	126.08K	1.54M	-326.15K	-72.12%
Mar 31, 2026	CWM, LLC	0.19%	89.08K	1.08M	35.44K	+66.07%
Mar 31, 2026	MORGAN STANLEY	0.09%	41.22K	502.07K	19.69K	+91.44%
Mar 31, 2026	MERIDIAN INVESTMENT COUNSEL INC.	0.09%	40.7K	495.73K	24.45K	+150.46%
Mar 31, 2026	PERIGON WEALTH MANAGEMENT, LLC	0.09%	40.46K	492.8K	10.26K	+33.95%
Mar 31, 2026	LEGACY WEALTH MANAGMENT, LLC/ID	0.3%	138.17K	1.68M	3.77K	+2.80%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.32%	148.64K	1.81M	55.15K	+58.99%
Mar 31, 2026	CLAYTON PARTNERS LLC	0.37%	170K	2.07M	100.71K	+145.36%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.09%	41.37K	503.84K	16.27K	+64.82%
Mar 31, 2026	STRATOS WEALTH PARTNERS, LTD.	0.09%	41.51K	505.56K	16.05K	+63.07%
Mar 31, 2026	GARRETT WEALTH ADVISORY GROUP, LLC	0.07%	34.46K	419.77K	11.02K	+47.01%
Mar 31, 2026		0.08%	34.94K	431.06K	34.94K	+100.00%
Mar 31, 2026	LPL FINANCIAL LLC	0.98%	454.59K	5.54M	180.03K	+65.57%
Mar 31, 2026	ROCKPORT WEALTH LLC	0.23%	106.07K	1.29M	33.41K	+45.99%
Mar 31, 2026	FJ CAPITAL MANAGEMENT LLC	0.37%	171.06K	2.08M	171.06K	+100.00%
Mar 31, 2026	ARES MANAGEMENT LLC	1.78%	826.65K	10.07M	238.4K	+40.53%
Mar 31, 2026	TWO SIGMA INVESTMENTS, LP	2.44%	1.13M	13.82M	792.72K	+232.10%
Mar 31, 2026	ADVISORY ALPHA, LLC	0.07%	31.99K	389.66K	17.79K	+125.31%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.07%	32.44K	395.07K	5.9K	+22.22%
Mar 31, 2026	JOEL ISAACSON & CO., LLC	0.07%	32.5K	395.85K	0	0
Mar 31, 2026	MERIT FINANCIAL GROUP, LLC	0.22%	101.98K	1.24M	28.04K	+37.92%
Mar 31, 2026	AVISO WEALTH MANAGEMENT	0.14%	64.13K	781.1K	47.06K	+275.64%
Mar 31, 2026	SIMPLICITY WEALTH,LLC	0.07%	33.23K	404.78K	11.88K	+55.60%
Mar 31, 2026	FRANKLIN RESOURCES INC	1.35%	627.13K	7.64M	209.47K	+50.15%
Dec 31, 2025	LEGACY WEALTH MANAGMENT, LLC/ID	0.28%	134.41K	1.77M	-6.41K	-4.55%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.07%	31.03K	407.68K	-2.7K	-8.02%
Dec 31, 2025	PERIGON WEALTH MANAGEMENT, LLC	0.06%	30.21K	396.89K	13.83K	+84.45%
Dec 31, 2025	TRIUMPH CAPITAL MANAGEMENT	0.06%	28.63K	376.13K	28.63K	+100.00%
Dec 31, 2025	PROSPERA FINANCIAL SERVICES INC	0.06%	27.07K	355.8K	13.3K	+96.63%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.06%	26.54K	348.72K	-16.38K	-38.16%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.06%	26.44K	347.41K	26.44K	+100.00%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.1%	49.58K	651.52K	49.58K	+100.00%
Dec 31, 2025	TWO SIGMA ADVISERS, LP	0.39%	184.4K	2.42M	184.4K	+100.00%
Dec 31, 2025	U.S. CAPITAL WEALTH ADVISORS, LLC	0.23%	110.46K	1.45M	120	+0.11%
Dec 31, 2025	DIVERSIFY ADVISORY SERVICES, LLC	0.19%	91.42K	1.2M	4K	+4.57%
Dec 31, 2025	FIRST FINANCIAL BANKSHARES INC	0.08%	38.44K	505.04K	38.44K	+100.00%
Dec 31, 2025	MAREX GROUP PLC	0.08%	36.7K	482.24K	15.28K	+71.31%
Dec 31, 2025	MERIT FINANCIAL GROUP, LLC	0.16%	73.94K	971.53K	33.84K	+84.41%
Dec 31, 2025	VIRTUS INVESTMENT ADVISERS, INC.	0.08%	36.53K	480.02K	6.37K	+21.13%
Dec 31, 2025	BOS ASSET MANAGEMENT, LLC	0.08%	36.85K	484.21K	18.44K	+100.15%
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.05%	25.45K	334.46K	13.53K	+113.41%
Dec 31, 2025	ARES MANAGEMENT LLC	1.24%	588.25K	7.73M	179.86K	+44.04%
Dec 31, 2025	NORTH GROUND CAPITAL	1.06%	501.68K	6.59M	181.9K	+56.88%
Dec 31, 2025	ADVISORS CAPITAL MANAGEMENT, LLC	0.04%	19.89K	261.31K	19.89K	+100.00%
Dec 31, 2025	SHEPHERD FINANCIAL PARTNERS LLC	0.04%	18.86K	247.79K	18.86K	+100.00%
Dec 31, 2025	SUMMIT FINANCIAL, LLC	0.04%	17.6K	237.55K	4.97K	+39.37%
Dec 31, 2025	AVISO WEALTH MANAGEMENT	0.04%	17.07K	224.33K	17.07K	+100.00%
Dec 31, 2025	ALPINE GLOBAL MANAGEMENT, LLC	0.52%	248.1K	3.26M	79.41K	+47.07%
Dec 31, 2025	ROCKPORT WEALTH LLC	0.15%	72.66K	954.75K	19.91K	+37.74%
Dec 31, 2025	CLAYTON PARTNERS LLC	0.15%	69.29K	910.42K	69.29K	+100.00%
Dec 31, 2025	TREXQUANT INVESTMENT LP	0.14%	66.04K	867.77K	66.04K	+100.00%
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0.1%	45.87K	602.78K	20.78K	+82.84%
Dec 31, 2025	SAGEVIEW ADVISORY GROUP, LLC	0.08%	39.29K	516.24K	5.36K	+15.78%
Dec 31, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.08%	38.97K	512.06K	15.52K	+66.18%
Dec 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.08%	36.32K	477.28K	36.32K	+100.00%
Dec 31, 2025	ALLWORTH FINANCIAL LP	0.07%	34.56K	454.15K	19.57K	+130.54%
Dec 31, 2025	FRANKLIN RESOURCES INC	0.88%	417.67K	5.49M	108.09K	+34.91%
Dec 31, 2025	MARSHALL WACE, LLP	0.75%	354.35K	4.66M	143.25K	+67.86%
Dec 31, 2025	BLACKROCK, INC.	0.7%	330.92K	4.35M	5.29K	+1.63%
Dec 31, 2025	LPL FINANCIAL LLC	0.58%	274.56K	3.61M	117.92K	+75.28%
Dec 31, 2025	JANE STREET GROUP, LLC	0.58%	272.79K	3.58M	272.79K	+100.00%
Dec 31, 2025	RIVERBRIDGE PARTNERS LLC	0.22%	105.71K	1.39M	54.32K	+105.68%
Dec 31, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.05%	25.16K	330.56K	13.03K	+107.38%
Dec 31, 2025	WCG WEALTH ADVISORS LLC	0.05%	24.04K	315.91K	24.04K	+100.00%
Dec 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.05%	23.89K	326.66K	23.89K	+100.00%
Dec 31, 2025	GARRETT WEALTH ADVISORY GROUP, LLC	0.05%	23.44K	308.05K	11.73K	+100.09%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.05%	21.89K	287.62K	8.01K	+57.76%
Dec 31, 2025	MORGAN STANLEY	0.05%	21.53K	282.93K	6.87K	+46.84%
Dec 31, 2025	SIMPLICITY WEALTH,LLC	0.05%	21.36K	280.64K	9.47K	+79.65%
Dec 31, 2025	QUAKER WEALTH MANAGEMENT, LLC	0.05%	21.33K	280.21K	9.2K	+75.85%
Dec 31, 2025	JUMP FINANCIAL, LLC	0.07%	32.08K	421.53K	32.08K	+100.00%
Dec 31, 2025	J.W. COLE ADVISORS, INC.	0.35%	167.39K	2.18M	78K	+87.26%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.44%	209.62K	2.75M	82.71K	+65.17%
Dec 31, 2025	SIGMA PLANNING CORP	0.28%	133.69K	1.75M	78.72K	+143.20%
Dec 31, 2025	CENTAURUS FINANCIAL, INC.	0.26%	123.57K	1.62M	72.79K	+143.35%
Dec 31, 2025	MILLENNIUM MANAGEMENT LLC	0.96%	452.23K	5.94M	314.82K	+229.10%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	0.72%	341.55K	4.49M	341.55K	+100.00%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.35%	166.68K	2.19M	61.62K	+58.65%
Dec 31, 2025	CITADEL ADVISORS LLC	0.31%	148.59K	1.95M	148.59K	+100.00%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.2%	93.49K	1.23M	35.68K	+61.71%
Dec 31, 2025	ARKADIOS WEALTH ADVISORS	0.19%	91.2K	1.2M	91.2K	+100.00%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.14%	63.87K	839.24K	29.51K	+85.87%
Dec 31, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.12%	57.55K	756.18K	28.61K	+98.84%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.12%	54.48K	715.9K	54.48K	+100.00%
Dec 31, 2025	CWM, LLC	0.11%	53.64K	705K	28.17K	+110.57%
Dec 31, 2025	HIGHPOINT ADVISOR GROUP LLC	0.11%	50.86K	668.28K	23.87K	+88.43%
Dec 31, 2025	XTX TOPCO LTD	0.1%	48.49K	637.13K	48.49K	+100.00%
Dec 31, 2025	STRATEGIC FINANCIAL PARTNERS, LTD.	0.08%	38.71K	508.67K	13.56K	+53.88%
Dec 31, 2025	MARINER, LLC	0.07%	34.32K	451.02K	17.12K	+99.49%
Dec 31, 2025	ACORN FINANCIAL ADVISORY SERVICES INC /ADV	0.07%	33.48K	439.93K	33.48K	+100.00%
Dec 31, 2025	JOEL ISAACSON & CO., LLC	0.07%	32.5K	427.05K	0	0
Sep 30, 2025	FLPUTNAM INVESTMENT MANAGEMENT CO	0.07%	32.07K	421.01K	32.07K	+100.00%
Sep 30, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.09%	41.28K	490.05K	24.23K	+142.01%
Sep 30, 2025	PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.06%	28.94K	380.01K	28.94K	+100.00%
Sep 30, 2025	MAREX GROUP PLC	0.05%	21.42K	281.28K	21.42K	+100.00%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.03%	14.96K	196.48K	-17.84K	-54.38%
Sep 30, 2025	MORGAN STANLEY	0.03%	14.66K	192.54K	4.22K	+40.34%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.05%	25.09K	329.43K	24.09K	+2,409.00%
Sep 30, 2025	ZUCKERMAN INVESTMENT GROUP, LLC	0.04%	20K	262.6K	20K	+100.00%
Sep 30, 2025	HIGHPOINT ADVISOR GROUP LLC	0.06%	26.99K	354.38K	26.99K	+100.00%
Sep 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.05%	23.45K	307.91K	23.45K	+100.00%
Sep 30, 2025	UBS GROUP AG	0.05%	22.84K	299.93K	21.16K	+1,254.06%
Sep 30, 2025	TCFG WEALTH MANAGEMENT, LLC	0.04%	16.8K	217.32K	16.8K	+100.00%
Sep 30, 2025	NORTH GROUND CAPITAL	0.68%	319.78K	4.2M	319.78K	+100.00%
Sep 30, 2025	U.S. CAPITAL WEALTH ADVISORS, LLC	0.23%	110.34K	1.45M	3.35K	+3.13%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.22%	105.06K	1.38M	105.06K	+100.00%
Sep 30, 2025	DIVERSIFY ADVISORY SERVICES, LLC	0.19%	87.43K	1.11M	87.43K	+100.00%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.12%	57.81K	769.63K	56.57K	+4,536.09%
Sep 30, 2025	SIGMA PLANNING CORP	0.12%	54.97K	721.76K	54.97K	+100.00%
Sep 30, 2025	ROCKPORT WEALTH LLC	0.11%	52.75K	692.64K	52.75K	+100.00%
Sep 30, 2025	CENTAURUS FINANCIAL, INC.	0.11%	50.78K	667K	50.78K	+100.00%
Sep 30, 2025	SAGEVIEW ADVISORY GROUP, LLC	0.07%	33.93K	445.53K	6.69K	+24.57%
Sep 30, 2025	JOEL ISAACSON & CO., LLC	0.07%	32.5K	426.73K	0	0
Sep 30, 2025	ROYAL BANK OF CANADA	0.06%	28K	368K	24.47K	+692.92%
Sep 30, 2025	CWM, LLC	0.05%	25.47K	334K	25.47K	+100.00%
Sep 30, 2025	MARINER, LLC	0.04%	17.21K	225.92K	17.21K	+100.00%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.04%	16.49K	220.03K	16.49K	+100.00%
Sep 30, 2025	ALLWORTH FINANCIAL LP	0.03%	14.99K	196.85K	14.99K	+100.00%
Sep 30, 2025	SANDERS MORRIS HARRIS LLC	2.42%	1.14M	14.95M	78.14K	+7.37%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0.29%	137.41K	1.8M	137.41K	+100.00%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.27%	126.91K	1.67M	126.91K	+100.00%
Sep 30, 2025	MERIT FINANCIAL GROUP, LLC	0.09%	40.09K	526.42K	40.09K	+100.00%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.07%	34.36K	451K	34.36K	+100.00%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.04%	19.39K	254.55K	6.5K	+50.47%
Sep 30, 2025	BOS ASSET MANAGEMENT, LLC	0.04%	18.41K	241.74K	18.41K	+100.00%
Sep 30, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.03%	12.13K	159.28K	1.53K	+14.42%
Sep 30, 2025	QUAKER WEALTH MANAGEMENT, LLC	0.03%	12.13K	159.23K	12.13K	+100.00%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.03%	11.93K	156.6K	11.93K	+100.00%
Sep 30, 2025	SIMPLICITY WEALTH,LLC	0.03%	11.89K	156.1K	11.89K	+100.00%
Sep 30, 2025	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.03%	11.85K	155.58K	11.85K	+100.00%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.03%	11.75K	154.26K	-3.24K	-21.59%
Sep 30, 2025	ACADIAN ASSET MANAGEMENT LLC	0.01%	5.26K	69K	-18.19K	-77.56%
Sep 30, 2025	CREEKMUR ASSET MANAGEMENT LLC	0.01%	5K	65.59K	5K	+100.00%
Sep 30, 2025	PRIVATE TRUST CO NA	0.01%	3.15K	41.31K	2.76K	+708.74%
Sep 30, 2025	TANGLEWOOD LEGACY ADVISORS, LLC	0.01%	2.91K	38.25K	2.91K	+100.00%
Sep 30, 2025		0.01%	2.79K	36.57K	2.79K	+100.00%
Sep 30, 2025	CX INSTITUTIONAL	0.01%	2.62K	34K	2.04K	+348.38%
Sep 30, 2025	TSFG, LLC	0%	2.06K	27K	2.06K	+100.00%
Sep 30, 2025	MAI CAPITAL MANAGEMENT	0%	2.06K	27.05K	729	+54.77%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.03%	13.88K	182.18K	13.88K	+100.00%
Sep 30, 2025	RIVERBRIDGE PARTNERS LLC	0.11%	51.4K	674.84K	51.4K	+100.00%
Sep 30, 2025	ALMITAS CAPITAL LLC	0.06%	30.15K	395.82K	30.15K	+100.00%
Sep 30, 2025	CREATIVE PLANNING	0.03%	15.25K	200.21K	15.25K	+100.00%
Sep 30, 2025	VIRTUS INVESTMENT ADVISERS, INC.	0.06%	30.16K	395.98K	30.16K	+100.00%
Sep 30, 2025	ARES MANAGEMENT LLC	0.87%	408.39K	5.36M	0	0
Sep 30, 2025	BLACKROCK, INC.	0.69%	325.63K	4.28M	77.53K	+31.25%
Sep 30, 2025	FRANKLIN RESOURCES INC	0.66%	309.58K	4.06M	155.85K	+101.37%
Sep 30, 2025	MARSHALL WACE, LLP	0.45%	211.1K	2.77M	211.1K	+100.00%
Sep 30, 2025	ALPINE GLOBAL MANAGEMENT, LLC	0.36%	168.7K	2.21M	168.7K	+100.00%
Sep 30, 2025	LPL FINANCIAL LLC	0.33%	156.64K	2.06M	142.23K	+987.11%
Sep 30, 2025	LEGACY WEALTH MANAGMENT, LLC/ID	0.3%	140.82K	1.85M	140.82K	+100.00%
Sep 30, 2025	J.W. COLE ADVISORS, INC.	0.19%	89.39K	1.17M	89.39K	+100.00%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.09%	42.92K	563.47K	-12.05K	-21.92%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.07%	33.73K	442.87K	33.73K	+100.00%
Sep 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.03%	13.77K	180.86K	13.77K	+100.00%
Sep 30, 2025	STRATEGIC FINANCIAL PARTNERS, LTD.	0.05%	25.16K	330.3K	25.16K	+100.00%
Sep 30, 2025	BEACON FINANCIAL ADVISORY LLC	0.04%	19.86K	260.73K	19.86K	+100.00%
Sep 30, 2025	COOPER FINANCIAL GROUP	0.04%	18.69K	245.43K	18.69K	+100.00%
Sep 30, 2025	PERIGON WEALTH MANAGEMENT, LLC	0.03%	16.38K	215.02K	16.38K	+100.00%
Jun 30, 2025	WEALTHSPIRE ADVISORS, LLC	0%	0	-	-16.08K	-100.00%
Jun 30, 2025	GPS WEALTH STRATEGIES GROUP, LLC	0%	218	3.58K	218	+100.00%
Jun 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0%	300	4.93K	-548	-64.62%
Jun 30, 2025	UBS GROUP AG	0%	1.69K	27.72K	1.69K	+100.00%
Jun 30, 2025	ROYAL BANK OF CANADA	0.01%	3.53K	58K	336	+10.52%
Jun 30, 2025	HFM INVESTMENT ADVISORS, LLC	0%	0	-	-622	-100.00%
Jun 30, 2025	LEGACY WEALTH MANAGMENT, LLC/ID	0%	0	-	-2.79K	-100.00%
Jun 30, 2025	HHM WEALTH ADVISORS, LLC	0%	128	2.1K	128	+100.00%
Jun 30, 2025	LPL FINANCIAL LLC	0.03%	14.41K	236.75K	14.41K	+100.00%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.03%	14.98K	246.16K	1.09K	+7.86%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.04%	18K	295.74M	2.08K	+13.04%
Jun 30, 2025	ACADIAN ASSET MANAGEMENT LLC	0.05%	23.45K	384K	23.45K	+100.00%
Jun 30, 2025	FRANKLIN RESOURCES INC	0.33%	153.73K	2.53M	22.9K	+17.50%
Jun 30, 2025	MOISAND FITZGERALD TAMAYO, LLC	0%	0	-	-1.61K	-100.00%
Jun 30, 2025	TEACHER RETIREMENT SYSTEM OF TEXAS	0%	0	-	-64.39K	-100.00%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0%	1	10	1	+100.00%
Jun 30, 2025	PRIVATE TRUST CO NA	0%	389	6.39K	389	+100.00%
Jun 30, 2025	SAGEVIEW ADVISORY GROUP, LLC	0.06%	27.24K	441.27K	0	0
Jun 30, 2025	JOEL ISAACSON & CO., LLC	0.07%	32.5K	533.98K	32.5K	+100.00%
Jun 30, 2025	ARCHER INVESTMENT CORP	0%	25	411	25	+100.00%
Jun 30, 2025	FINANCIAL GRAVITY COMPANIES, INC.	0%	1.39K	22.69K	1.39K	+100.00%
Jun 30, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.02%	10.6K	174.19K	10.6K	+100.00%
Jun 30, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.04%	17.06K	280.29K	1.69K	+11.01%
Jun 30, 2025		0%	0	-	-622	-100.00%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.12%	54.96K	903.61K	-4.77K	-7.98%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0%	1K	16.43K	1K	+100.00%
Jun 30, 2025	MAI CAPITAL MANAGEMENT	0%	1.33K	21.87K	0	0
Jun 30, 2025	BLACKROCK, INC.	0.53%	248.1K	4.08M	62.89K	+33.96%
Jun 30, 2025	JANE STREET GROUP, LLC	0.03%	12.15K	199.67K	12.15K	+100.00%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.07%	32.8K	538.9K	-24K	-42.25%
Jun 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.37%	163.88K	2.69M	-149.7K	-47.74%
Jun 30, 2025	ARES MANAGEMENT LLC	0.91%	408.39K	6.71M	-111.61K	-21.46%
Jun 30, 2025	VIRTU FINANCIAL LLC	0%	0	-	-19.24K	-100.00%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	1.25K	20.49K	0	0
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.03%	12.88K	211.68K	1.57K	+13.91%
Jun 30, 2025	U.S. CAPITAL WEALTH ADVISORS, LLC	0.24%	106.99K	1.76M	18.09K	+20.35%
Jun 30, 2025	SANDERS MORRIS HARRIS LLC	2.37%	1.06M	17.42M	1.06M	+100.00%
Jun 30, 2025	CX INSTITUTIONAL	0%	585	10K	585	+100.00%
Jun 30, 2025	MORGAN STANLEY	0.02%	10.45K	171.68M	-1.93K	-15.60%
Mar 31, 2025	BLACKROCK, INC.	0.41%	185.2K	3.05M	185.2K	+100.00%
Mar 31, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.03%	15.37K	253.1K	15.37K	+100.00%
Mar 31, 2025	WEALTHSPIRE ADVISORS, LLC	0.04%	16.08K	250.17K	16.08K	+100.00%
Mar 31, 2025	VIRTU FINANCIAL LLC	0.04%	19.24K	317K	19.24K	+100.00%
Mar 31, 2025	U.S. CAPITAL WEALTH ADVISORS, LLC	0.2%	88.9K	1.46M	88.9K	+100.00%
Mar 31, 2025	ARES MANAGEMENT LLC	1.16%	520K	8.56M	520K	+100.00%
Mar 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0%	848	13.97K	848	+100.00%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	1.25K	20.54K	1.25K	+100.00%
Mar 31, 2025	MAI CAPITAL MANAGEMENT	0%	1.33K	21.92K	1.33K	+100.00%
Mar 31, 2025	MOISAND FITZGERALD TAMAYO, LLC	0%	1.61K	24.8K	1.61K	+100.00%
Mar 31, 2025	ROYAL BANK OF CANADA	0.01%	3.2K	53K	3.2K	+100.00%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.03%	11.31K	186.29K	11.31K	+100.00%
Mar 31, 2025	MORGAN STANLEY	0.03%	12.38K	203.92K	12.38K	+100.00%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.03%	13.89K	228.77K	13.89K	+100.00%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.04%	15.92K	262.25K	15.92K	+100.00%
Mar 31, 2025	SAGEVIEW ADVISORY GROUP, LLC	0.06%	27.24K	448.63K	27.24K	+100.00%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.13%	56.8K	935.5K	56.8K	+100.00%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.13%	59.73K	1.01M	59.73K	+100.00%
Mar 31, 2025	TEACHER RETIREMENT SYSTEM OF TEXAS	0.14%	64.39K	1.06M	64.39K	+100.00%
Mar 31, 2025	FRANKLIN RESOURCES INC	0.29%	130.83K	2.15M	130.83K	+100.00%
Mar 31, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.7%	313.58K	5.17M	313.58K	+100.00%
Mar 31, 2025		0%	622	9.67K	622	+100.00%

Insiders

Insiders	Designation	Shares Held
HYZAK DWAYNE L.	CEO, SMD	70.71K
MAGDOL DAVID L.	PRESIDENT, CIO AND SMD	45.63K
NIEMANN JOHN O. JR.	director	43.65K
WALKER JEFFREY B.	director	26.31K
MESERVE NICHOLAS	Managing Director	12.5K
GILBERT CORY	CFO and Treasurer	6.51K
MARKS NATALY MICHELLE	director	1K

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Jun 30, 2026	HYZAK DWAYNE L.	PURCHASE	11.68	5.97K	69.72K	70.71K
Jun 23, 2026	MESERVE NICHOLAS	PURCHASE	11.43	2.5K	28.58K	12.5K
Jun 11, 2026	GILBERT CORY	PURCHASE	11.78	1K	11.78K	6.51K
Jun 09, 2026	HYZAK DWAYNE L.	PURCHASE	11.69	4.16K	48.61K	64.63K
Jun 05, 2026	WALKER JEFFREY B.	PURCHASE	12.02	3.93K	47.27K	26.31K
Jun 04, 2026	WALKER JEFFREY B.	PURCHASE	12.03	229	2.75K	22.38K
May 15, 2026	NIEMANN JOHN O. JR.	PURCHASE	12.10	4.92K	59.56K	43.65K
Mar 31, 2026	GILBERT CORY	PURCHASE	12.20	825	10.07K	5.39K
Mar 27, 2026	MARKS NATALY MICHELLE	PURCHASE	12.61	1K	12.61K	1K
Mar 09, 2026	NIEMANN JOHN O. JR.	PURCHASE	12.42	1.89K	23.44K	38.73K
Dec 30, 2025	HYZAK DWAYNE L.	PURCHASE	13.43	3.71K	49.85K	59.78K
Sep 30, 2025	GILBERT CORY	PURCHASE	13.15	500	6.58K	4.35K
Sep 30, 2025	MAGDOL DAVID L.	PURCHASE	13.25	3.5K	46.38K	45.63K
Sep 29, 2025	HYZAK DWAYNE L.	PURCHASE	13.49	3.7K	49.85K	55.73K
Sep 26, 2025	NIEMANN JOHN O. JR.	PURCHASE	13.50	1.71K	23.13K	36.08K
Sep 26, 2025	WALKER JEFFREY B.	PURCHASE	13.55	2.25K	30.42K	20.59K
Sep 25, 2025	WALKER JEFFREY B.	PURCHASE	13.55	1.46K	19.72K	18.34K
Sep 23, 2025	NIEMANN JOHN O. JR.	PURCHASE	13.75	2K	27.5K	34.37K
Sep 09, 2025	NIEMANN JOHN O. JR.	PURCHASE	13.92	4.24K	59.02K	32.37K
Aug 29, 2025	GILBERT CORY	PURCHASE	14.09	750	10.57K	3.85K
Aug 28, 2025	GILBERT CORY	PURCHASE	13.98	1.05K	14.68K	3.1K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE26.42K10

SALES00

NET SHARES26.42K10

SHARES HELD291.81K10

% NET SHARES-90.95%0%

MSIF Stock Ownership Breakdown

MSC Income Fund

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Insider Transaction Summary (6 Months)

Frequently Asked Questions

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Insider Transaction Summary (6 Months)

Frequently Asked Questions