NEW MTN FIN CORP

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NMFC·647551100·US·Common Stock·Financial Services - Asset Management-Activist

NMFC (NEW MTN FIN CORP) is held by 66 institutional investors as of Q2 2026. Largest holders: UBS Group AG ($17.8M), Invesco Ltd. ($11.2M), Russell Investments Group, Ltd. ($9.9M). Net institutional sentiment: Mixed.

66

Holders

(8 Elite)

$114.3M

Total Value

47% (64)

Consensus

30 buying - 34 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)41

Insider (Form 4)82

Activist (13D/13G)81

Congressional (STOCK Act)72

Holder Quality

29

★★★★★

Elite

65

★★★★

Strong

37

★★★

Solid

75

★★

Below

66

★

Weak

Held by 66 funds

8 elite

Who's Trading

Source dates: Price Oct 13, 2026 · Insiders Sep 11, 2026 · Activists Mar 12, 2026 · Congress none

InsiderMPMalfettone John PSell $612KJun 15, 2026

InsiderKRKLINE JOHN RW 2K shJun 10, 2026

InsiderWBWeinstein Adam B.Buy $98KMar 17, 2026

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Top Holders

Top Holders (66)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
UBS Group AG	Increased	2.5M(+18.5%)	$17.8M	0.0%	-14.79%	33
Invesco Ltd.	Decreased	1.6M(-27.2%)	$11.2M	0.0%	-16.95%	0
Russell Investments Group, Ltd.	Increased	1.4M(+47.4%)	$9.9M	0.0%	-9.64%	38
Corient Private Wealth LP	Increased	1.1M(+29.2%)	$8.1M	0.0%	-15.01%	34
Cerity Partners LLC	Decreased	856,875(-1.8%)	$6.1M	0.0%	-14.76%	0
Pathstone Holdings, LLC	Increased	824,801(+24.7%)	$5.9M	0.0%	-18.49%	33
Legal & General Group Plc	Increased	806,368(+2.7%)	$5.8M	0.0%	+1.84%	28
MORGAN STANLEY	Increased	783,530(+7.3%)	$5.6M	0.0%	-23.40%	29
TWO SIGMA INVESTMENTS, LP	Decreased	707,346(-15.4%)	$5.1M	0.0%	-17.18%	0
Sumitomo Mitsui Trust Group, Inc.	Unchanged	688,578	$4.9M	0.0%	-2.86%	0
OSAIC HOLDINGS, INC.	Increased	492,179(+9.3%)	$3.5M	0.0%	+14.61%	29
HighTower Advisors, LLC	Increased	423,799(+0.0%)	$3M	0.0%	+6.68%	26
FWFocus Partners Wealth	Increased	417,618(+24.7%)	$3M	0.0%	-15.55%	32
BlackRock, Inc.	Decreased	347,029(-1.5%)	$2.5M	0.0%	-23.80%	0
Universal- Beteiligungs- und Servicegesellschaft mbH	Unchanged	344,000	$2.5M	0.0%	-22.33%	0
WELLS FARGO & COMPANY/MN	Decreased	247,262(-21.4%)	$1.8M	0.0%	-6.57%	0
DED. E. Shaw & Co., Inc.	Decreased	247,180(-28.9%)	$1.8M	0.0%	-12.07%	0
XTX Topco Ltd	Decreased	171,569(-41.4%)	$1.2M	0.0%	-14.98%	0
STATE STREET CORP	Increased	149,883(+17.8%)	$1.1M	0.0%	-20.76%	20
GOLDMAN SACHS GROUP INC	Increased	141,357(+317.1%)	$1M	0.0%	-7.33%	40

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NMFCNEW MTN FIN CORP

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer