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FTSE10,321.09-0.56%
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Temp30.1°C
UV10.4
Feels35°C
Humidity62%
Wind12.2 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time2:10 PM
CUSIP 03761U502

MIDCAP FINANCIAL INVSTMNT CO

216 institutions · $475.3M total · 35,249,551 shares

#ManagerSharesValue% of TotalPeriod
1NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO4,113,333$150.5M11.66%2025-12-31
2THORNBURG INVESTMENT MANAGEMENT INC3,137,783$35.9M8.90%2025-12-31
3Apollo Management Holdings, L.P.2,293,400$26.2M6.50%2025-12-31
4MORGAN STANLEY1,583,784$18.1M4.49%2025-12-31
5Next Capital Management LLC1,484,349$17.0M4.21%2025-12-31
6UBS Group AG1,383,525$15.8M3.92%2025-12-31
7Diameter Capital Partners LP1,013,005$11.6M2.87%2025-12-31
8Invesco Ltd.911,041$10.4M2.58%2025-12-31
9Muzinich & Co., Inc.714,776$8.2M2.02%2025-12-31
10North Ground Capital651,326$7.5M1.84%2025-12-31
11Legal & General Group Plc651,851$7.4M1.84%2025-12-31
12CURA WEALTH ADVISORS, LLC641,918$7.3M1.82%2025-12-31
13Sumitomo Mitsui Trust Group, Inc.549,575$6.3M1.55%2025-12-31
14ARES MANAGEMENT LLC545,532$6.2M1.54%2025-12-31
15Foundations Investment Advisors, LLC486,444$5.6M1.38%2025-12-31
16Callodine Capital Management, LP483,408$5.5M1.37%2025-12-31
17CONDOR CAPITAL MANAGEMENT456,217$5.2M1.29%2025-12-31
18RAYMOND JAMES FINANCIAL INC452,612$5.2M1.28%2025-12-31
19FRANKLIN RESOURCES INC445,302$5.1M1.26%2025-12-31
20RIVERNORTH CAPITAL MANAGEMENT, LLC414,430$4.7M1.17%2025-12-31
21Ethos Financial Group, LLC393,598$4.5M1.11%2025-12-31
22TWO SIGMA INVESTMENTS, LP387,499$4.4M1.09%2025-12-31
23CASTLEKEEP INVESTMENT ADVISORS LLC384,937$4.4M1.09%2025-12-31
24D.A. DAVIDSON & CO.350,071$4.0M0.99%2025-12-31
25LPL Financial LLC317,470$3.6M0.90%2025-12-31
26Alpine Global Management, LLC316,086$3.6M0.89%2025-12-31
27Russell Investments Group, Ltd.264,315$3.0M0.74%2025-12-31
28United Advisor Group, LLC255,718$2.9M0.72%2025-12-31
29Advisors Asset Management, Inc.248,193$2.8M0.70%2025-12-31
30JANE STREET GROUP, LLC246,539$2.8M0.69%2025-12-31
31BlackRock, Inc.240,091$2.7M0.68%2025-12-31
32WELLS FARGO & COMPANY/MN229,444$2.6M0.65%2025-12-31
33Royal Bank of Canada217,159$2.5M0.61%2025-12-31
34 NEUBERGER BERMAN GROUP LLC205,660$2.4M0.58%2025-12-31
35HBK INVESTMENTS L P205,500$2.4M0.58%2025-12-31
36Cerity Partners LLC199,049$2.3M0.56%2025-12-31
37AMERIPRISE FINANCIAL INC173,655$2.0M0.49%2025-12-31
38Naviter Wealth, LLC167,014$1.9M0.47%2025-12-31
39Hennion & Walsh Asset Management, Inc.159,675$1.8M0.45%2025-12-31
40Closed-End Fund Advisors, Inc.159,675$1.8M0.45%2025-12-31
41DNB Asset Management AS153,358$1.8M0.43%2025-12-31
42Garner Asset Management Corp148,905$1.7M0.42%2025-12-31
43Almitas Capital LLC135,477$1.5M0.38%2025-12-31
44XTX Topco Ltd135,297$1.5M0.38%2025-12-31
45J.W. COLE ADVISORS, INC.133,221$1.5M0.37%2025-12-31
46MILLENNIUM MANAGEMENT LLC122,591$1.5M0.34%2025-09-30
47LAZARD ASSET MANAGEMENT LLC125,395$1.4M0.35%2025-12-31
48D. E. Shaw & Co., Inc.119,977$1.4M0.34%2025-12-31
49Lansforsakringar Fondforvaltning AB (publ)119,214$1.4M0.33%2025-12-31
50OSAIC HOLDINGS, INC.118,393$1.4M0.33%2025-12-31
51BANK OF AMERICA CORP /DE/103,307$1.2M0.29%2025-12-31
52Kovitz Investment Group Partners, LLC101,666$1.2M0.28%2025-09-30
53SHARPEPOINT LLC103,569$1.2M0.29%2025-12-31
54Focus Partners Wealth102,066$1.2M0.28%2025-12-31
55Trexquant Investment LP101,212$1.2M0.28%2025-12-31
56CONFLUENCE INVESTMENT MANAGEMENT LLC97,370$1.1M0.27%2025-12-31
57Global Wealth Management Investment Advisory, Inc.97,234$1.1M0.27%2025-12-31
58Arkadios Wealth Advisors89,095$1.0M0.25%2025-12-31
59COMERICA BANK86,137$985.4K0.24%2025-12-31
60STEPHENS INC /AR/79,954$914.7K0.22%2025-12-31
61HighTower Advisors, LLC74,877$856.6K0.21%2025-12-31
62Sigma Planning Corp71,842$821.9K0.20%2025-12-31
63SUSQUEHANNA INTERNATIONAL GROUP, LLP71,000$812.2K0.20%2025-12-31
64Quantbot Technologies LP67,607$773.4K0.19%2025-12-31
65Lido Advisors, LLC64,297$767.8K0.18%2025-12-31
66BNP PARIBAS FINANCIAL MARKETS65,100$744.7K0.18%2025-12-31
67Capital Investment Advisors, LLC62,205$711.6K0.17%2025-12-31
68DENALI ADVISORS LLC61,762$706.6K0.17%2025-12-31
69Virtus Investment Advisers, LLC60,236$689.1K0.17%2025-12-31
70Millennium Capital Advisors, LLC57,223$686.1K0.16%2025-12-31
71Camelot Portfolios, LLC59,051$675.5K0.16%2025-12-31
72STIFEL FINANCIAL CORP55,629$636.4K0.15%2025-12-31
73ENVESTNET ASSET MANAGEMENT INC54,735$626.2K0.15%2025-12-31
74PANORAMIC INVESTMENT ADVISORS, LLC53,630$613.5K0.15%2025-12-31
75MQS Management LLC52,193$597.1K0.14%2025-12-31
76Crawford Fund Management, LLC50,400$576.6K0.14%2025-12-31
77Jump Financial, LLC46,500$532.0K0.13%2025-12-31
78CITADEL ADVISORS LLC44,500$509.1K0.12%2025-12-31
79MARSHALL WACE, LLP42,940$491.2K0.12%2025-12-31
80PRINCIPAL SECURITIES, INC.42,135$482.0K0.11%2025-12-31
81TCFG WEALTH MANAGEMENT, LLC41,656$476.5K0.11%2025-12-31
82LeClair Wealth Partners LLC40,885$467.7K0.11%2025-12-31
83NORTHERN TRUST CORP40,242$460.4K0.11%2025-12-31
84MERIDIAN INVESTMENT COUNSEL INC.37,713$431.4K0.10%2025-12-31
85SHUFRO ROSE & CO LLC37,267$426.3K0.10%2025-12-31
86Capital Advisory Group Advisory Services, LLC33,674$403.8K0.09%2025-09-30
87Brevan Howard Capital Management LP34,964$400.0K0.09%2025-12-31
88OXFORD ASSET MANAGEMENT LLP34,889$399.1K0.09%2025-12-31
89COMMONWEALTH EQUITY SERVICES, LLC34,648$396.4K0.09%2025-12-31
90Steward Partners Investment Advisory, LLC34,497$394.6K0.09%2025-12-31
91JPMORGAN CHASE & CO33,818$386.9K0.09%2025-12-31
92Aquatic Capital Management LLC32,824$375.5K0.09%2025-12-31
93Verition Fund Management LLC30,400$347.8K0.08%2025-12-31
94Cetera Investment Advisers28,415$325.1K0.08%2025-12-31
95PEAK6 LLC25,800$309.3K0.07%2025-09-30
96INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC25,861$295.9K0.07%2025-12-31
97First Commonwealth Financial Corp /PA/24,927$285.2K0.07%2025-12-31
98TWO SIGMA ADVISERS, LP24,254$277.5K0.06%2025-12-31
99TrueMark Investments, LLC24,108$275.8K0.06%2025-12-31
100NewEdge Advisors, LLC23,927$273.7K0.06%2025-12-31
101VARCOV Co.23,732$271.5K0.06%2025-12-31
102DKM Wealth Management, Inc.23,500$268.8K0.06%2025-12-31
103WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC22,271$267.0K0.06%2025-09-30
104CAXTON ASSOCIATES LLP22,441$256.7K0.06%2025-12-31
105Generali Investments CEE, investicni spolecnost, a.s.22,281$254.9K0.06%2025-12-31
106Stratos Wealth Partners, LTD.22,200$254.0K0.06%2025-12-31
107US BANCORP \DE\21,026$240.5K0.05%2025-12-31
108Everstar Asset Management, LLC20,150$230.5K0.05%2025-12-31
109B. Riley Wealth Advisors, Inc.19,303$220.8K0.05%2025-12-31
110TRUIST FINANCIAL CORP18,650$213.4K0.05%2025-12-31
111ProShare Advisors LLC18,531$212.0K0.05%2025-12-31
112Squarepoint Ops LLC18,322$209.6K0.05%2025-12-31
113Dynamic Technology Lab Private Ltd18,153$208.0K0.05%2025-12-31
114Onyx Bridge Wealth Group LLC18,092$207.0K0.05%2025-12-31
115Shade Tree Advisors LLC17,099$195.6K0.04%2025-12-31
116Americana Partners, LLC16,952$193.9K0.04%2025-12-31
117Papamarkou Wellner Asset Management inc.16,941$193.8K0.04%2025-12-31
118GOLDMAN SACHS GROUP INC16,795$192.1K0.04%2025-12-31
119Essex Financial Services, Inc.14,640$175.5K0.04%2025-09-30
120&PARTNERS16,652$175.1K0.04%2025-12-31
121FOX RUN MANAGEMENT, L.L.C.14,175$170.0K0.04%2025-09-30
122WOLVERINE TRADING, LLC13,800$165.0K0.03%2025-09-30
123Creative Planning14,142$161.8K0.04%2025-12-31
124PNC Financial Services Group, Inc.14,142$161.8K0.04%2025-12-31
125Anfield Capital Management, LLC14,065$160.9K0.03%2025-12-31
126MELFA WEALTH MANAGEMENT, INC.13,718$156.9K0.03%2025-12-31
127HB Wealth Management, LLC13,667$156.4K0.03%2025-12-31
128ORRSTOWN FINANCIAL SERVICES INC13,640$156.0K0.03%2025-12-31
129Advisory Services Network, LLC13,576$155.3K0.03%2025-12-31
130AlphaCore Capital LLC12,914$147.7K0.03%2025-12-31
131AdvisorNet Financial, Inc12,213$139.7K0.03%2025-12-31
132EASTERLY INVESTMENT PARTNERS LLC12,148$139.0K0.03%2025-12-31
133Founders Financial Alliance, LLC11,987$137.1K0.03%2025-12-31
134OneDigital Investment Advisors LLC11,936$136.5K0.03%2025-12-31
135Sowell Financial Services LLC11,808$135.1K0.03%2025-12-31
136Accel Wealth Management11,000$131.9K0.03%2025-09-30
137Tyche Wealth Partners LLC11,500$131.6K0.03%2025-12-31
138Sovereign Financial Group, Inc.11,112$127.1K0.03%2025-12-31
139Permanens Capital L.P.11,029$126.2K0.03%2025-12-31
140Williams Jones Wealth Management, LLC.10,901$124.7K0.03%2025-12-31
141Wealthspire Advisors, LLC10,335$123.9K0.02%2025-09-30
142PRIVATE MANAGEMENT GROUP INC10,317$123.7K0.02%2025-09-30
143Stablepoint Partners, LLC10,255$123.0K0.02%2025-09-30
144OPPENHEIMER & CO INC10,730$122.8K0.03%2025-12-31
145MRA Advisory Group10,554$120.7K0.02%2025-12-31
146Atlantic Union Bankshares Corp10,500$120.1K0.02%2025-12-31
147DECISION INVESTMENTS, INC10,430$119.3K0.02%2025-12-31
148GUGGENHEIM CAPITAL LLC10,377$118.7K0.02%2025-12-31
149Kingsview Wealth Management, LLC10,049$115.0K0.02%2025-12-31
150Kestra Advisory Services, LLC9,490$108.6K0.02%2025-12-31
151Parkside Financial Bank & Trust7,751$88.7K0.02%2025-12-31
152Westchester Capital Management, LLC7,702$88.1K0.02%2025-12-31
153Tower Research Capital LLC (TRC)7,161$81.9K0.02%2025-12-31
154HARBOUR INVESTMENTS, INC.6,409$73.3K0.01%2025-12-31
155Security National Bank6,044$72.5K0.01%2025-09-30
156World Investment Advisors13,075$70.7K0.03%2025-12-31
157REDMONT WEALTH ADVISORS LLC5,574$63.8K0.01%2025-12-31
158Promus Capital, LLC5,300$63.5K0.01%2025-09-30
159Rockefeller Capital Management L.P.5,480$62.7K0.01%2025-12-31
160Parallel Advisors, LLC4,669$53.4K0.01%2025-12-31
161Access Investment Management LLC4,000$48.0K0.01%2025-12-31
162FINANCIAL CONSULATE, INC3,968$45.4K0.01%2025-12-31
163JONES FINANCIAL COMPANIES LLLP3,884$44.4K0.01%2025-12-31
164CIBC Private Wealth Group LLC3,675$42.0K0.01%2025-12-31
165Physician Wealth Advisors, Inc.3,500$40.0K0.00%2025-12-31
166SIGNATUREFD, LLC3,447$39.4K0.00%2025-12-31
167Allworth Financial LP3,223$38.6K0.00%2025-12-31
168Advocate Investing Services LLC3,133$35.8K0.00%2025-12-31
169Sound Income Strategies, LLC2,989$34.6K0.00%2025-12-31
170Ameritas Advisory Services, LLC2,518$30.2K0.00%2025-09-30
171Ransom Advisory, Ltd2,148$29.0K0.00%2025-12-31
172Caldwell Trust Co1,600$27.9K0.00%2025-09-30
173Arax Advisory Partners2,424$27.7K0.00%2025-12-31
174Activest Wealth Management2,266$25.9K0.00%2025-12-31
175VAN ECK ASSOCIATES CORP1,895,728$21.7K5.37%2025-12-31
176Cape Investment Advisory, Inc.1,784$20.4K0.00%2025-12-31
177IFP Advisors, Inc1,515$18.2K0.00%2025-12-31
178Founders Capital Management1,500$17.2K0.00%2025-12-31
179CoreCap Advisors, LLC1,465$16.8K0.00%2025-12-31
180Pinnacle Wealth Planning Services, Inc.1,253$14.3K0.00%2025-12-31
181Anchor Investment Management, LLC1,145$13.1K0.00%2025-12-31
182NOMURA ASSET MANAGEMENT CO LTD1,138$13.0K0.00%2025-12-31
183GPS Wealth Strategies Group, LLC1,114$12.7K0.00%2025-12-31
184Hilton Head Capital Partners, LLC919$10.5K0.00%2025-12-31
185Decker Retirement Planning Inc.875$10.0K0.00%2025-12-31
186NCP Inc.823$9.4K0.00%2025-12-31
187Financial Gravity Asset Management, Inc.750$8.6K0.00%2025-12-31
188Aventura Private Wealth, LLC548$7.4K0.00%2025-12-31
189Farther Finance Advisors, LLC620$7.1K0.00%2025-12-31
190ASSETMARK, INC500$5.7K0.00%2025-12-31
191Garton & Associates Financial Advisors LLC480$5.5K0.00%2025-12-31
192Global Retirement Partners, LLC445$5.1K0.00%2025-12-31
193Janney Montgomery Scott LLC364,142$4.2K1.03%2025-12-31
194Triumph Capital Management360$4.1K0.00%2025-12-31
195Cheviot Value Management, LLC333$3.7K0.00%2025-12-31
196NBC SECURITIES, INC.300$3.4K0.00%2025-12-31
197Newbridge Financial Services Group, Inc.276$3.2K0.00%2025-12-31
198BI Asset Management Fondsmaeglerselskab A/S241,364$2.8K0.68%2025-12-31
199Key Financial Inc150$1.7K0.00%2025-12-31
200Larson Financial Group LLC135$1.6K0.00%2025-09-30
201GROUP ONE TRADING LLC99$1.1K0.00%2025-12-31
202LSV ASSET MANAGEMENT96,100$1.1K0.27%2025-12-31
203TRUST CO OF VERMONT91$1.1K0.00%2025-09-30
204N.E.W. Advisory Services LLC50$5670.00%2025-12-31
205CANADA LIFE ASSURANCE Co44,668$5100.12%2025-12-31
206Whipplewood Advisors, LLC39$4460.00%2025-12-31
207PRICE T ROWE ASSOCIATES INC /MD/30,303$3640.08%2025-09-30
208WEDBUSH SECURITIES INC30,427$3480.08%2025-12-31
209Virtu Financial LLC26,960$3080.07%2025-12-31
210Arete Wealth Advisors, LLC17,333$1980.04%2025-12-31
211Cambridge Investment Research Advisors, Inc.10,825$1240.03%2025-12-31
212State of Alaska, Department of Revenue3,871$440.01%2025-12-31
213Smallwood Wealth Investment Management, LLC1$160.00%2025-12-31
214CWM, LLC1,190$140.00%2025-12-31
215HANTZ FINANCIAL SERVICES, INC.722$80.00%2025-12-31
216Frazier Financial Advisors, LLC1$70.00%2025-12-31