Position in MSIF
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$130,579
-$8,979 QoQ
Shares Held
11,286
-1.5% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#121
of 166 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MSIF Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Independent Wealth Network Inc. holds $6,550,522 across 11 Asset Management names. MSIF ranks #9 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWF |
Alliancebernstein Global High Income Fund Inc
|
152,398 | $1,569,699 | |
| 2 | KYN |
Kayne Anderson Energy Infrastructure Fund, Inc.
|
111,995 | $1,548,890 | |
| 3 | ARCC |
Ares Capital Corp
|
69,058 | $1,279,644 | |
| 4 | LDP |
Cohen & Steers Ltd Duration Preferred & Income Fund, Inc.
|
36,395 | $770,118 | |
| 5 | JGH |
Nuveen Global High Income Fund
|
36,321 | $462,366 | |
| 6 | PFG |
Principal Financial Group Inc
|
2,083 | $224,505 | |
| 7 | JRS |
Nuveen Real Estate Income Fund
|
22,442 | $189,186 | |
| 8 | NMZ |
Nuveen Municipal High Income Opportunity Fund
|
12,571 | $132,875 |
All Filings in MSIF
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $130,579 | 11,286 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $139,558 | 11,458 | Shares | Sole | 2026-04-21 | |
| No filing history on record for this holder in this stock. | ||||||