MONROE CAP CORP

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MRCC·610335101·US·equity·Financial Services - Asset Management-13D/G

MRCC (MONROE CAP CORP) is held by 34 institutional investors as of Q1 2026. Largest holders: MORGAN STANLEY ($4.7M), Focus Partners Wealth ($602,976), COMMONWEALTH EQUITY SERVICES, LLC ($410,840). Net institutional sentiment: Mixed.

34

Holders

Avg rating(7 Elite)

$10.1M

Total Value

42% (43)

Fund Consensus

16 buying - 22 selling

Smart Money Verdict

View all

45Weak MomentumConfirmed

Institutional (13F)43

Insider (Form 4)

No data

Activist (13D/13G)50

Congressional (STOCK Act)

No data

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See how MRCC's score breaks down across 4 SEC sources

Holder Quality

7

★★★★★

Elite

18

★★★★

Strong

10

★★★

Solid

6

★★

Below

2

★

Weak

Held by 34 funds

7 elite

Who's Trading

ActivistALAlmitas Capital LLC5.9%May 18, 2026

InsiderRSRUBIN ROBERT SDispApr 14, 2026

InsiderRSRUBIN ROBERT SDispApr 14, 2026

ActivistBIBulldog Investors, LLP4.7%Feb 13, 2026

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13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (34)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Increased	1M(+1614.3%)	$4.7M	0.0%	-23.33%	43
FWFocus Partners Wealth	Increased	131,081(+0.3%)	$602,976	0.0%	-28.30%	24
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	89,314(-3.7%)	$410,840	0.0%	-9.23%	0
BlackRock, Inc.	Decreased	88,153(-45.7%)	$405,502	0.0%	-32.85%	0
Fiera Capital Corp	Unchanged	84,004	$386,418	0.0%	-6.20%	0
WAWaverly Advisors, LLC	Increased	83,465(+197.4%)	$383,939	0.0%	-24.07%	38
UBS Group AG	Increased	82,452(+20.0%)	$379,279	0.0%	-23.51%	28
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	76,573(+6.3%)	$352,235	0.0%	-22.20%	17
LPL Financial LLC	Increased	63,283(+2.8%)	$291,101	0.0%	-20.21%	24
RAYMOND JAMES FINANCIAL INC	Decreased	43,199(-15.3%)	$198,716	0.0%	-32.58%	0
BANK OF NOVA SCOTIA	New	42,104	$193,678	0.0%	-23.05%	32
Cerity Partners LLC	Decreased	35,629(-10.6%)	$163,892	0.0%	-20.11%	0
Baird Financial Group, Inc.	Unchanged	33,969	$156,257	0.0%	-16.76%	0
D.A. DAVIDSON & CO.	Increased	31,585(+0.8%)	$145,292	0.0%	-31.14%	22
Equitable Holdings, Inc.	Decreased	17,717(-20.1%)	$112,857	0.0%	-23.68%	0
Rockefeller Capital Management L.P.	Increased	24,475(+11.2%)	$112,587	0.0%	-30.19%	24
Corient Private Wealth LLC	Decreased	24,377(-45.9%)	$112,134	0.0%	-19.63%	0
ROYAL BANK OF CANADA	Increased	22,744(+3.5%)	$105,000	0.0%	-35.41%	15
JANE STREET GROUP, LLC	Decreased	20,803(-69.6%)	$95,694	0.0%	-26.00%	0
CAPTRUST FINANCIAL ADVISORS	New	20,468	$94,153	0.0%	-23.05%	30

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer