Position in MRCC
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$291,101
-$101,119 QoQ
Shares Held
63,283
+2.8% QoQ
Ownership
0.292%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#18
of 74 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in MRCC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026LPL Financial LLC holds $3,126,810,510 across 416 Asset Management names. MRCC ranks #377 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
218,728 | $210,352,904 | |
| 2 | BX |
Blackstone Inc.
|
1,469,080 | $168,929,509 | |
| 3 | BPRE |
Bluerock Private Real Estate Fund
|
5,778,813 | $95,986,083 | |
| 4 | PDI |
PIMCO Dynamic Income Fund
|
5,288,936 | $90,493,694 | |
| 5 | PHYS |
Sprott Physical Gold Trust
|
2,361,598 | $83,695,033 | |
| 6 | PSLV |
Sprott Physical Silver Trust
|
3,183,953 | $77,656,613 | |
| 7 | ARCC |
Ares Capital Corp
|
4,038,185 | $72,768,093 | |
| 8 | PFG |
Principal Financial Group Inc
|
728,464 | $65,641,891 |
All Filings in MRCC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $291,101 | 63,283 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $392,220 | 61,573 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $414,573 | 59,056 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $372,409 | 58,555 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $147,435 | 18,902 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $160,505 | 18,883 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $163,749 | 20,266 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $201,117 | 26,428 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $222,379 | 30,886 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $322,948 | 45,711 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $376,001 | 50,470 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $431,593 | 52,762 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $472,502 | 61,765 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $479,358 | 56,131 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $275,561 | 38,061 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $304,690 | 33,742 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $392,140 | 36,343 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $442,842 | 39,469 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $330,994 | 31,857 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $259,451 | 24,180 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $175,740 | 17,504 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $121,566 | 15,139 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $107,483 | 15,714 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $112,930 | 16,249 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||