Position in IQI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$211,750
+$2,034 QoQ
Shares Held
20,924
-4.0% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#51
of 99 holders
Holding Since
Mar 2020
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IQI Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Mutual Advisors, LLC holds $51,478,825 across 60 Asset Management names. IQI ranks #45 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARCC |
Ares Capital Corp
|
354,730 | $6,573,146 | |
| 2 | CEF |
Sprott Physical Gold & Silver Trust
|
95,196 | $3,829,735 | |
| 3 | BLK |
BlackRock, Inc.
|
3,287 | $3,160,647 | |
| 4 | CCD |
Calamos Dynamic Convertible & Income Fund
|
100,596 | $2,592,358 | |
| 5 | TROW |
Price T Rowe Group Inc
|
22,681 | $2,578,602 | |
| 6 | BX |
Blackstone Inc.
|
17,958 | $2,113,117 | |
| 7 | TRIN |
Trinity Capital Inc.
|
104,179 | $1,863,762 | |
| 8 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
119,705 | $1,781,210 |
All Filings in IQI
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $211,750 | 20,924 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $209,716 | 21,800 | Shares | Sole | 2026-05-04 | |
| 2022-09-30 | $156,862 | 17,181 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $174,151 | 17,057 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $228,764 | 20,191 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $349,140 | 25,691 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $338,607 | 25,691 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $335,826 | 24,876 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $303,186 | 23,376 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $213,125 | 16,344 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $209,885 | 16,981 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $202,413 | 16,981 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $129,571 | 11,065 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||