Position in MRCC
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$410,844
-$180,145 QoQ
Shares Held
89,314
-3.7% QoQ
Ownership
0.412%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#11
of 74 holders
Holding Since
Mar 2020
25 quarters on record
Common Shares in MRCC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $770,231,213 across 321 Asset Management names. MRCC ranks #220 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
531,405 | $61,106,260 | |
| 2 | PHYS |
Sprott Physical Gold Trust
|
1,430,221 | $50,687,032 | |
| 3 | FSCO |
FS Credit Opportunities Corp.
|
6,167,108 | $31,452,250 | |
| 4 | BLK |
BlackRock, Inc.
|
31,053 | $29,863,980 | |
| 5 | FSK |
FS KKR Capital Corp
|
2,553,908 | $25,998,783 | |
| 6 | TROW |
Price T Rowe Group Inc
|
256,751 | $23,143,535 | |
| 7 | UTG |
Reaves Utility Income Fund
|
424,402 | $16,670,510 | |
| 8 | DNP |
Dnp Select Income Fund Inc
|
1,527,121 | $15,729,346 |
All Filings in MRCC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $410,844 | 89,314 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $590,989 | 92,777 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $663,488 | 94,514 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $627,127 | 98,605 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $896,212 | 114,899 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,135,523 | 133,591 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,089,741 | 134,869 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $1,050,705 | 138,069 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $967,104 | 134,320 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $939,433 | 132,970 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,003,000 | 134,631 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $1,087,351 | 132,928 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,005,477 | 131,435 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,109,679 | 129,939 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $918,118 | 126,812 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,140,994 | 126,356 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $1,353,659 | 125,455 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,418,993 | 126,470 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,304,443 | 125,548 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $1,424,461 | 132,755 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $1,420,880 | 141,522 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,181,285 | 147,109 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,009,720 | 147,620 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,088,418 | 156,607 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,092,406 | 153,860 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||