| 4 | MORGAN STANLEY | 786K | $40.8M | -8.0% | 0.846% | 0.00% |
| 5 | Qube Research & Technologies Ltd | 654K | $33.9M | +34.7% | 0.704% | 0.03% |
| 6 | Invesco Ltd. | 554K | $28.7M | +28.1% | 0.596% | 0.00% |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 538K | $27.9M | -11.6% | 0.578% | 0.00% |
| 8 | ADELL HARRIMAN & CARPENTER INC | 499K | $25.9M | +3.0% | 0.537% | 1.33% |
| 9 | Muzinich & Co., Inc. | 496K | $25.7M | +2.3% | 0.533% | 8.79% |
| 10 | Union Bancaire Privee, UBP SA | 3K | $24.3M | 0.0% | 0.003% | 0.27% |
| 11 | BlackRock, Inc. | 404K | $20.9M | -4.9% | 0.434% | 0.00% |
| 12 | Sumitomo Mitsui Trust Group, Inc. | 376K | $19.5M | +1.4% | 0.404% | 0.01% |
| 13 | D. E. Shaw & Co., Inc. | 375K | $19.5M | -30.9% | 0.404% | 0.01% |
| 14 | LPL Financial LLC | 348K | $18.0M | -0.1% | 0.374% | 0.00% |
| 15 | FRANKLIN RESOURCES INC | 343K | $17.8M | +6.8% | 0.369% | 0.00% |
| 16 | GOLDMAN SACHS GROUP INC | 332K | $17.2M | +6.0% | 0.357% | 0.00% |
| 17 | CHILDRESS CAPITAL ADVISORS, LLC | 258K | $13.4M | -12.3% | 0.277% | 2.19% |
| 18 | JANE STREET GROUP, LLC | 248K | $12.9M | +1263.5% | 0.267% | 0.00% |
| 19 | RAYMOND JAMES FINANCIAL INC | 239K | $12.4M | -9.5% | 0.257% | 0.00% |
| 20 | Trinity Legacy Partners, LLC | 218K | $12.1M | +7.2% | 0.234% | 2.42% |
| 21 | SANDERS MORRIS HARRIS LLC | 200K | $10.4M | -15.9% | 0.215% | 6.00% |
| 22 | CITADEL ADVISORS LLC | 181K | $9.4M | +63.9% | 0.195% | 0.00% |
| 23 | ROYAL BANK OF CANADA | 175K | $9.1M | +15.6% | 0.188% | 0.00% |
| 24 | Bridgelight Financial Advisors, Inc. | 167K | $8.6M | — | 0.179% | 2.27% |
| 25 | Private Advisor Group, LLC | 162K | $8.4M | -4.6% | 0.175% | 0.04% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in MAIN — a direct measure of their conviction.
| 15.61% |
| 6.48 pp |
| $779M |
| 19% |
| Q4 2024 | 396 | +15% | 22.09% | +7.12 pp | $962M | +46% |
| Q3 2024 | 344 | — | 14.97% | — | $658M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
37 institutions opened new positions in MAIN during Q2 2026, while 62 fully exited. 101 added to existing positions and 254 trimmed.
MAIN institutional ownership fell by 0.97 percentage points quarter-over-quarter, with a net change of -22 holders.
The top 10 institutions account for 40.8% of all reported 13F value in MAIN, and the top 25 account for 61.1%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.