Cambridge Investment Research Advisors, Inc.
Position in NMFC — New Mountain Finance Corp
CIK 1419186
FAIRFIELD, IA
Position in NMFC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$670,567
-$5,732 QoQ
Shares Held
93,524
+7.3% QoQ
Ownership
0.099%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#6
of 28 holders
Holding Since
Jun 2020
24 quarters on record
Common Shares in NMFC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Cambridge Investment Research Advisors, Inc. holds $720,371,388 across 281 Asset Management names. NMFC ranks #138 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHYS |
Sprott Physical Gold Trust
|
3,116,362 | $94,020,641 | |
| 2 | BPRE |
Bluerock Private Real Estate Fund
|
4,679,291 | $60,877,575 | |
| 3 | BX |
Blackstone Inc.
|
298,206 | $35,089,900 | |
| 4 | PSLV |
Sprott Physical Silver Trust
|
1,697,326 | $32,028,541 | |
| 5 | PDI |
PIMCO Dynamic Income Fund
|
1,334,973 | $22,294,049 | |
| 6 | BLK |
BlackRock, Inc.
|
21,557 | $20,728,348 | |
| 7 | ARCC |
Ares Capital Corp
|
1,081,390 | $20,038,156 | |
| 8 | FSK |
FS KKR Capital Corp
|
1,699,036 | $17,839,878 |
All Filings in NMFC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $670,567 | 93,524 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $676,299 | 87,152 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $803,001 | 87,188 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,212,230 | 125,750 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,640,567 | 155,504 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,578,514 | 143,111 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,614,616 | 143,394 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,709,174 | 142,669 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,590,379 | 129,933 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,516,928 | 119,726 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,497,067 | 117,694 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,360,643 | 105,069 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,288,958 | 103,614 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $960,492 | 78,923 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $936,112 | 75,676 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $842,035 | 73,030 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $750,401 | 63,006 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $1,024,207 | 73,950 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,009,772 | 73,706 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $840,180 | 63,124 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $667,732 | 50,701 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $166,271 | 13,409 | Shares | Sole | 2021-05-07 | |
| 2020-09-30 | $112,454 | 11,763 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $112,762 | 12,138 | Shares | Sole | 2020-07-27 | |
| No filing history on record for this holder in this stock. | ||||||