Main Street CapitalMAIN

13F holders, Q1 2024 (March 31)
324holders
2famous investors
$47.09avg. 13F price*

At the end of Q1 2024, 324 institutions reported holding Main Street Capital Corp. (MAIN) in their 13F filings. The largest holders were T. Rowe Price Associates Inc. ($162.7M), Burgundy Asset Management Ltd. ($51.5M) and Van Eck Associates Corp. ($47.7M). 2 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Main Street Capital Corp.
CUSIP
56035L104
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400500 Q1 2024: 324Q1 2024Q2 2024: 339Q2 2024Q3 2024: 354Q3 2024Q4 2024: 400Q4 2024Q1 2025: 391Q1 2025Q2 2025: 404Q2 2025Q3 2025: 407Q3 2025Q4 2025: 430Q4 2025Q1 2026: 423Q1 2026Q2 2026: 401Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions45$44.1M
Exits27$50.6M

Ownership 324 holders

T. Rowe Price Associates Inc. 0.02% Add +0.1% 3,439,346 $162.7M
Burgundy Asset Management Ltd. 0.53% Add +1.4% 1,089,159 $51.5M
Van Eck Associates Corp. 0.07% Add +13.8% 1,008,783 $47.7M
Morgan Stanley 0.00% Add +5.7% 814,756 $38.5M
Legal & General Group Plc 0.01% Add +4.4% 674,313 $31.9M
Sound Income Strategies, LLC 1.27% Add +2.2% 359,773 $17.0M
BlackRock Inc. 0.00% Add +3.4% 344,747 $16.3M
Adell Harriman & Carpenter Inc. 1.24% Add +13.1% 319,215 $15.1M
Bank of America Corp. 0.00% Add +798.8% 272,489 $12.9M
LPL Financial LLC 0.01% Add +5.5% 270,430 $12.8M
Osaic Holdings, Inc. 0.02% Reduce -9.3% 224,572 $10.6M
Sanders Morris Harris LLC 1.82% New 209,029 $9.9M
Sumitomo Mitsui Trust Group, Inc. 0.01% Add +2.5% 189,762 $9.0M
Royal Bank of Canada 0.00% Add +6.9% 183,233 $8.7M
Two Sigma Investments, LP 0.02% Reduce -49.6% 182,561 $8.6M
Paradiem, LLC 2.11% Reduce -1.3% 181,080 $8.6M
Trinity Legacy Partners, LLC 2.48% Reduce -6.4% 179,190 $8.5M
McKinley Capital Management LLC 0.98% Reduce -2.6% 172,274 $8.2M
Muzinich & Co., Inc. 7.04% No change 187,658 $8.1M
Franklin Resources Inc. 0.00% New 151,376 $7.2M
First Financial Bankshares Inc 0.15% Reduce -0.1% 141,466 $6.7M
Cambridge Investment Research Advisors, Inc. 0.03% Add +3.9% 139,326 $6.6M
U.S. Capital Wealth Advisors, LLC 0.25% Reduce -0.3% 135,300 $6.4M
Tectonic Advisors LLC 0.48% Add +6.9% 133,650 $6.3M
JPMorgan Chase & Co. 0.00% Reduce -4.4% 132,418 $6.3M
Confluence Investment Management LLC 0.08% Reduce -0.1% 129,143 $6.1M
HRT Financial LP 0.04% Reduce -9.8% 127,678 $6.0M
Advisors Capital Management, LLC 0.11% Add +1.0% 124,302 $5.9M
Hourglass Capital, LLC 1.75% Reduce -0.3% 123,015 $5.8M
Benjamin F. Edwards & Company, Inc. 0.10% Add +6.5% 120,363 $5.7M
Childress Capital Advisors, LLC 1.63% Reduce -5.4% 118,675 $5.6M
Private Advisor Group, LLC 0.04% Add +9.8% 118,278 $5.6M
Two Sigma Advisers, LP 0.01% Reduce -56.6% 117,754 $5.6M
Hamilton Point Investment Advisors, LLC 1.07% Reduce -0.5% 115,441 $5.5M
Albion Financial Group 0.42% Add +1.0% 114,272 $5.4M
TCTC Holdings, LLC 0.18% Add +1.4% 111,641 $5.3M
Commonwealth Equity Services, LLC 0.01% Add +4.2% 109,134 $5.2M
DNB Asset Management AS 0.03% Add +22.7% 107,228 $5.1M
Ameriprise Financial Inc. 0.00% Reduce -4.0% 105,942 $5.0M
HighTower Advisors, LLC 0.01% Add +0.9% 104,913 $5.0M
Foundations Investment Advisors, LLC 0.12% Add +0.4% 94,356 $4.5M
Raymond James Financial Services Advisors, Inc. 0.01% Reduce -8.5% 93,890 $4.4M
Wells Fargo & Company 0.00% Reduce -14.4% 93,057 $4.4M
Integrated Wealth Concepts LLC 0.06% New 92,469 $4.4M
Wambolt & Associates, LLC 1.12% Add +17.6% 79,392 $3.7M
Texas Yale Capital Corp. 0.16% Reduce -0.8% 76,416 $3.6M
CANADA LIFE ASSURANCE Co 0.01% Add +1.5% 74,364 $3.5M
Envestnet Asset Management Inc. 0.00% Add +135.0% 72,608 $3.4M
Americana Partners, LLC 0.29% Add +1.0% 72,339 $3.4M
Cerity Partners LLC 0.01% Add +90.9% 69,548 $3.3M
Tudor Investment Corporation 0.04% Reduce -65.4% 67,833 $3.2M
Pembroke Management, LTD 0.36% New 63,955 $3.0M
Schonfeld Strategic Advisors LLC 0.02% Add +35.2% 63,800 $3.0M
IHT Wealth Management, LLC 0.12% Add +3.4% 63,183 $3.0M
Miller Howard Investments Inc. 0.10% No change 62,000 $2.9M
UBS Group AG 0.00% Add +54.8% 57,154 $2.7M
Baker Avenue Asset Management, LP 0.10% Reduce -4.5% 57,022 $2.7M
Cetera Investment Advisers 0.01% New 56,405 $2.7M
Citadel Advisors 0.00% Reduce -64.5% 55,513 $2.6M
Susquehanna Portfolio Strategies, LLC 0.06% No change 54,049 $2.6M
Capital Investment Advisors, LLC 0.06% Reduce -0.7% 51,974 $2.5M
M&T Bank Corp 0.01% No change 51,350 $2.4M
Creative Planning 0.00% Add +17.9% 50,397 $2.4M
Vestor Capital, LLC 0.19% No change 48,400 $2.3M
Raymond James & Associates 0.00% Reduce -0.5% 47,028 $2.2M
B. Riley Wealth Advisors, Inc. 0.06% Reduce -9.8% 52,939 $2.2M
Marshall Wace, LLP 0.00% New 44,606 $2.1M
Blair William & Co. 0.01% Reduce -1.4% 44,228 $2.1M
Prospera Financial Services Inc 0.06% Add +11.6% 44,014 $2.1M
Wealth Enhancement Advisory Services, LLC 0.01% Add +1.1% 43,538 $2.1M
Segment Wealth Management, LLC 0.15% Add +0.7% 42,940 $2.0M
Naviter Wealth, LLC 0.33% New 42,906 $2.0M
King Luther Capital Management Corp. 0.01% No change 41,710 $2.0M
MGB Wealth Management, LLC 0.80% Add +1.8% 41,559 $2.0M
Larson Financial Group LLC 0.15% Reduce -1.4% 40,399 $1.9M
Taylor Frigon Capital Management LLC 0.91% Add +0.6% 40,320 $1.9M
Coldstream Capital Management Inc. 0.05% Add +32.6% 39,602 $1.9M
Venturi Wealth Management, LLC 0.12% Add +0.0% 38,155 $1.8M
Sigma Planning Corp 0.06% Add +144.7% 37,918 $1.8M
Advisory Services Network, LLC 0.04% Reduce -0.1% 37,620 $1.8M
Invesco Ltd. 0.00% Add +2.5% 37,419 $1.8M
Arkadios Wealth Advisors 0.13% Reduce -0.3% 36,353 $1.7M
Dearborn Partners LLC 0.07% Add +4.7% 36,146 $1.7M
Baird Financial Group, Inc. 0.00% Add +8.5% 36,049 $1.7M
Northern Trust Corp. 0.00% Add +4.6% 33,671 $1.6M
Kestra Advisory Services, LLC 0.01% Add +30.5% 30,588 $1.4M
D.B. Root & Company, LLC 0.48% Reduce -4.0% 30,270 $1.4M
Atria Wealth Solutions, Inc. 0.02% Add +1.6% 29,136 $1.4M
Brasada Capital Management, LP 0.22% No change 26,288 $1.2M
Natixis 0.01% Add +27.4% 24,878 $1.2M
Bokf, NA 0.02% No change 25,000 $1.2M
WealthPLAN Partners, LLC 0.12% Add +0.3% 23,742 $1.1M
Mork Capital Management, LLC 0.82% No change 22,890 $1.1M
Wealthstar Advisors, LLC 0.37% Add +4.4% 22,708 $1.1M
Widmann Financial Services, Inc. 0.90% Reduce -0.5% 22,660 $1.1M
Wakefield Asset Management LLLP 0.37% Add +0.6% 22,452 $1.1M
Jump Financial, LLC 0.03% New 21,900 $1.0M
Chilton Capital Management LLC 0.05% No change 21,363 $1.0M
Simon Quick Advisors, LLC 0.07% Add +0.1% 20,827 $985K
Cahill Financial Advisors Inc. 0.13% Reduce -36.8% 20,660 $977K
Verition Fund Management LLC 0.01% Add +254.0% 20,495 $970K
NewEdge Wealth, LLC 0.02% New 19,084 $952K
SS&H Financial Advisors, Inc. 0.38% No change 19,200 $908K
Focus Financial Network, Inc. 0.04% — 19,194 $906K
Steward Partners Investment Advisory, LLC 0.01% Add +6.0% 19,107 $904K
Advisors Asset Management, Inc. 0.02% Add +51.6% 19,008 $899K
Fortis Capital Advisors, LLC 0.38% No change 19,000 $899K
Belpointe Asset Management LLC 0.07% No change 19,000 $899K
SMH Capital Advisors Inc. 5.44% Reduce -1.4% 17,852 $845K
MML Investors Services, LLC 0.00% Add +0.7% 17,012 $805K
Sheaff Brock Investment Advisors, LLC 0.06% Reduce -0.5% 16,650 $788K
Avantax Advisory Services, Inc. 0.01% Reduce -74.9% 16,158 $764K
Bank of New York Mellon Corp 0.00% Add +7.2% 15,925 $753K
Mutual Advisors, LLC 0.02% Add +4.2% 15,909 $753K
Mariner, LLC 0.00% Reduce -23.0% 15,815 $748K
ExodusPoint Capital Management, LP 0.01% Reduce -48.1% 15,757 $745K
Callahan Advisors, LLC 0.08% Add +3.1% 15,229 $720K
Stifel Financial Corp. 0.00% Add +50.3% 15,064 $713K
Marble Harbor Investment Counsel, LLC 0.08% New 15,000 $710K
RMR Wealth Builders 0.08% Add +0.2% 14,797 $700K
Corient Private Wealth LP 0.00% Reduce -50.7% 14,794 $700K
MAI Capital Management 0.01% Add +24.2% 14,581 $690K
AllSquare Wealth Management LLC 0.40% No change 14,575 $690K
Centaurus Financial, Inc. 0.05% Reduce -9.9% 14,386 $681K
Arete Wealth Advisors, LLC 0.06% Reduce -0.2% 14,002 $662K
Sentinel Trust Co. Lba 0.08% No change 13,866 $656K
Uncommon Cents Investing LLC 0.20% Add +14.5% 13,865 $656K
Quantbot Technologies LP 0.04% Reduce -59.4% 13,852 $655K
J.W. Cole Advisors, Inc. 0.03% Add +9.1% 13,766 $651K
Benjamin Edwards Inc. 0.13% Add +0.1% 13,668 $647K
Jane Street Group, LLC 0.00% Reduce -28.4% 13,274 $628K
HUB Investment Partners, LLC 0.03% New 12,991 $615K
Balboa Wealth Partners 0.19% Reduce -14.1% 12,847 $608K
PFG Investments, LLC 0.04% New 12,330 $583K
Midwest Professional Planners, LTD. 0.20% New 12,282 $581K
Catalyst Capital Advisors LLC 0.01% No change 12,128 $574K
Neuberger Berman Group LLC 0.00% New 12,027 $569K
Freestone Capital Holdings, LLC 0.02% New 12,000 $568K
ProShare Advisors LLC 0.00% Add +16.3% 11,913 $564K
Delta Investment Management, LLC 0.13% New 11,686 $553K
Independent Financial Group, LLC 0.03% Add +9.3% 11,664 $552K
Inscription Capital, LLC 0.09% New 11,607 $549K
Entropy Technologies, LP 0.06% New 11,599 $549K
Tradition Wealth Management, LLC 0.06% Add +1.6% 11,538 $546K
Eagle Global Advisors LLC 0.03% No change 11,050 $523K
Truist Financial Corp. 0.00% No change 10,799 $511K
Financial Security Advisor, Inc. 0.18% Add +10.6% 10,736 $508K
Guggenheim Capital LLC 0.00% Reduce -3.5% 10,683 $505K
Balyasny Asset Management L.P. 0.00% New 10,655 $504K
Concurrent Investment Advisors, LLC 0.02% Add +17.3% 10,604 $502K
Earned Wealth Advisors, LLC 0.19% No change 10,516 $498K
Susquehanna Fundamental Investments, LLC 0.02% New 10,050 $475K
Virtus Advisers, LLC 0.25% Add +21.5% 9,784 $463K
Chelsea Counsel Co. 0.26% No change 9,780 $463K
Whittier Trust Co. 0.01% No change 9,780 $463K
PNC Financial Services Group, Inc. 0.00% Add +5.0% 9,710 $459K
Deerfield Management Company, L.P. 0.01% Add +96.8% 9,556 $452K
HB Wealth Management, LLC 0.01% Reduce -0.3% 9,405 $445K
AlTi Global, Inc. 0.01% No change 9,350 $442K
RDA Financial Network 0.15% Add +0.2% 9,181 $434K
Icon Wealth Advisors, LLC 0.04% No change 9,100 $431K
Allworth Financial LP 0.00% No change 9,051 $428K
Stratos Wealth Partners, LTD. 0.01% Add +10.3% 8,860 $419K
Captrust Financial Advisors 0.00% Reduce -50.0% 8,818 $417K
Castle Rock Wealth Management, LLC 0.11% Add +0.6% 8,129 $408K
Nations Financial Group Inc, /Ia/ 0.03% Add +33.9% 8,590 $406K
Bartlett & Co. Wealth Management LLC 0.01% No change 8,400 $397K
United Advisor Group, LLC 0.15% New 8,383 $397K
OneDigital Investment Advisors LLC 0.01% Add +2.9% 8,325 $394K
Perigon Wealth Management, LLC 0.01% Add +7.1% 8,320 $394K
Argent Trust Co 0.02% Reduce -25.1% 8,215 $389K
Lincoln National Corp. 0.01% Add +0.4% 7,749 $367K
XTX Topco Ltd 0.05% New 7,714 $365K
Focus Partners Wealth 0.00% No change 7,567 $358K
Sage Mountain Advisors LLC 0.04% New 7,545 $357K
Moors & Cabot, Inc. 0.02% New 7,215 $341K
Aquatic Capital Management LLC 0.01% Add +77.5% 7,100 $336K
Townsend Asset Management Corp. /NC/ 0.13% Reduce -5.1% 7,087 $335K
Corus Family Wealth Advisors 0.28% No change 7,071 $335K
Strategic Financial Concepts, LLC 0.08% Reduce -22.5% 7,070 $335K
Janney Montgomery Scott LLC 0.00% Reduce -0.6% 7,060 $334K
Mercer Global Advisors Inc. 0.00% Add +11.4% 61,235 $311K
Armstrong Advisory Group, Inc. 0.03% No change 7,180 $310K
Capital Investment Advisory Services, LLC 0.03% Add +1.8% 6,502 $308K
Alpha Cubed Investments, LLC 0.02% Add +1.5% 6,490 $307K
Innova Wealth Partners 0.24% New 6,434 $304K
Kingsview Wealth Management, LLC 0.01% Add +0.8% 6,386 $302K
Milestone Asset Management, LLC 0.08% New 6,159 $291K
IFP Advisors, Inc 0.01% Reduce -0.1% 6,128 $290K
Coppell Advisory Solutions Corp. 0.05% — 6,045 $286K
Whitener Capital Management, Inc. 0.09% Reduce -7.9% 5,774 $273K
Stratos Wealth Advisors, LLC 0.02% New 5,580 $264K
ETF Store, Inc. 0.15% New 5,573 $264K
Advisory Research Inc. 0.05% Add +7.6% 5,478 $259K
Core Wealth Partners LLC 0.19% No change 5,408 $256K
Equitable Holdings, Inc. 0.00% New 5,405 $256K
Wellington Shields Capital Management, LLC 0.05% No change 5,350 $253K
CW Advisors, LLC 0.00% Reduce -12.3% 5,339 $253K
Steel Grove Capital Advisors, LLC 0.03% No change 5,326 $252K
Harbor Investment Advisory, LLC 0.03% No change 5,300 $251K
Dark Forest Capital Management LP 0.04% New 5,252 $248K
Evercore Wealth Management, LLC 0.00% Add +1.9% 5,239 $248K
Global Retirement Partners, LLC 0.01% Add +4.7% 5,211 $247K
NorthRock Partners, LLC 0.01% New 5,101 $241K
Virtus Investment Advisers, LLC 0.18% No change 5,094 $241K
Koshinski Asset Management, Inc. 0.02% Reduce -34.5% 5,093 $241K
Verity Asset Management, Inc. 0.13% Add +8.6% 5,065 $240K
Cordgrass Capital Advisors, LLC 0.07% No change 5,000 $237K
Bridgefront Capital, LLC 0.18% New 4,980 $236K
Virtu Financial LLC 0.02% New 4,949 $234K
Brighton Jones LLC 0.01% Reduce -10.1% 4,883 $231K
Wedbush Securities Inc. 0.01% Reduce -5.9% 4,838 $229K
Colonial River Investments, LLC 0.13% Reduce -3.5% 4,836 $229K
Stableford Capital II LLC 0.09% No change 4,800 $227K
Focused Wealth Management, Inc 0.03% Reduce -4.0% 4,533 $214K
Comerica Bank 0.00% Reduce -1.4% 4,406 $208K
Stephens Inc. 0.00% New 4,359 $206K
Riverstone Advisors, LLC 0.12% Reduce -15.5% 4,358 $206K
Plan Group Financial, LLC 0.13% New 4,252 $201K
Cullen/Frost Bankers, Inc. 0.00% No change 4,000 $189K
Parallel Advisors, LLC 0.01% Add +1.2% 3,961 $187K
Avior Wealth Management, LLC 0.01% Add +51.8% 3,946 $187K
Blue Trust, Inc. 0.00% Add +2.6% 3,908 $185K
Nisa Investment Advisors, LLC 0.00% No change 3,900 $185K
Hexagon Capital Partners LLC 0.04% Add +8.4% 3,851 $182K
Colonial Trust Co / SC 0.03% No change 3,710 $176K
CIBC Private Wealth Group LLC 0.00% New 3,647 $171K
Heritage Wealth Advisors 0.01% No change 3,600 $170K
Sunbelt Securities, Inc. 0.02% Reduce -2.8% 3,275 $155K
Private Trust Co. NA 0.02% No change 3,029 $143K
Nabity-Jensen Investment Management Inc 0.11% Add +6.6% 2,790 $132K
Register Financial Advisors LLC 0.07% Add +19.9% 2,712 $128K
US Bancorp \de 0.00% Add +98.8% 2,703 $128K
Vaughan Nelson Investment Management, L.P. 0.00% No change 2,650 $125K
SOA Wealth Advisors, LLC. 0.03% Add +1.6% 2,588 $122K
Harbour Investments, Inc. 0.00% Reduce -0.3% 2,526 $120K
Tucker Asset Management LLC 0.02% Reduce -3.8% 2,235 $106K
Citigroup Inc. 0.00% Reduce -49.6% 2,151 $102K
National Bank of Canada 0.00% Add +25.6% 1,934 $96K
Gradient Investments LLC 0.00% Reduce -24.2% 2,018 $95K
ICA Group Wealth Management, LLC 0.02% No change 2,000 $95K
Signaturefd, LLC 0.00% Add +3.7% 1,790 $85K
CoreCap Advisors, LLC 0.00% New 1,643 $78K
NFSG Corp 0.03% Reduce -9.5% 1,568 $74K
Geneos Wealth Management Inc. 0.00% Reduce -34.8% 1,360 $64K
Anfield Capital Management, LLC 0.03% New 1,264 $60K
EntryPoint Capital, LLC 0.05% Reduce -51.0% 1,206 $57K
EverSource Wealth Advisors, LLC 0.00% No change 1,083 $54K
Washington Trust Advisors, Inc. 0.00% No change 1,129 $53K
Truvestments Capital LLC 0.02% Reduce -0.9% 1,099 $52K
UMB Bank, n.a. 0.00% No change 1,034 $49K
Avion Wealth 0.01% No change 1,006 $48K
Nomura Asset Management Co. Ltd. 0.00% Reduce -11.6% 1,007 $48K
NewEdge Advisors, LLC 0.00% No change 1,000 $47K
Carolinas Wealth Consulting LLC 0.01% Add +2.2% 976 $46K
Winch Advisory Services, LLC 0.01% Add +2.1% 937 $44K
Lanark Financial, Inc. 0.00% Reduce -75.3% 910 $43K
Colonial Trust Advisors 0.00% Add +2.3% 850 $40K
Financial Management Professionals, Inc. 0.01% No change 825 $39K
Capital Advisors, Ltd. LLC 0.00% No change 750 $35K
LifeSteps Financial, Inc. 0.03% New 729 $35K
Lowe Wealth Advisors, LLC 0.02% No change 700 $33K
Hazlett, Burt & Watson, Inc. 0.02% No change 700 $33K
Cwm, LLC 0.00% Add +0.4% 705 $33K
Northwestern Mutual Wealth Management Co. 0.00% Add +0.6% 684 $32K
Princeton Global Asset Management LLC 0.01% Add +1.7% 657 $31K
Prestige Wealth Management Group LLC 0.01% No change 650 $31K
Principal Securities, Inc. 0.00% Add +131.0% 626 $30K
Spire Wealth Management 0.00% Add +12.0% 560 $26K
Macroview Investment Management LLC 0.03% Add +1.5% 548 $26K
BNP Paribas Financial Markets 0.00% Reduce -78.0% 516 $24K
Smithfield Trust Co 0.00% No change 500 $24K
Moser Wealth Advisors, LLC 0.01% No change 500 $24K
Optimum Investment Advisors 0.01% No change 500 $24K
Towne Trust Company, N.A 0.01% New 500 $24K
Householder Group Estate & Retirement Specialist, LLC 0.01% No change 488 $23K
Federation des caisses Desjardins du Quebec 0.00% Add +270.5% 452 $21K
Webster Bank, N. A. 0.00% Reduce -20.3% 441 $21K
Tower Research Capital LLC (TRC) 0.00% Add +67.6% 409 $19K
Creekmur Asset Management LLC 0.01% Reduce -4.3% 335 $16K
AlphaMark Advisors, LLC 0.01% Add +1.6% 308 $15K
Beacon Capital Management, LLC 0.00% Add +0.7% 305 $14K
IAG Wealth Partners, LLC 0.00% No change 300 $14K
Manchester Capital Management LLC 0.00% No change 300 $14K
Ancora Advisors LLC 0.00% New 251 $12K
Versant Capital Management, Inc 0.00% No change 227 $11K
Archer Investment Corp 0.00% Add +0.9% 220 $10K
Bogart Wealth, LLC 0.00% No change 207 $10K
Concourse Financial Group Securities, Inc. 0.00% Reduce -33.3% 200 $9K
First Manhattan Co. Llc. 0.00% No change 200 $9K
First Horizon Advisors, Inc. 0.00% No change 198 $9K
Stephens Consulting, LLC 0.00% No change 179 $8K
Jones Financial Companies LLLP 0.00% New 169 $8K
Farther Finance Advisors, LLC 0.00% Add +1.9% 164 $8K
SJS Investment Consulting Inc. 0.00% Add +150.0% 155 $7K
Tidemark, LLC 0.00% No change 150 $7K
Dunhill Financial, LLC 0.01% Add +2.2% 142 $7K
Tanglewood Legacy Advisors, LLC 0.00% No change 135 $6K
Russell Investments Group, Ltd. 0.00% Reduce -16.9% 133 $6K
Hantz Financial Services, Inc. 0.00% New 133 $6K
West Branch Capital LLC 0.00% No change 125 $6K
Retirement Group, LLC 0.00% No change 120 $6K
Central Pacific Bank - Trust Division 0.00% — 121 $6K
Key Financial Inc 0.00% No change 106 $5K
Founders Capital Management 0.00% No change 100 $5K
Cape Investment Advisory, Inc. 0.00% No change 100 $5K
Highlander Capital Management, LLC 0.00% No change 100 $5K
BOK Financial Private Wealth, Inc. 0.00% No change 100 $5K
HHM Wealth Advisors, LLC 0.00% No change 85 $4K
Lindbrook Capital, LLC 0.00% Reduce -73.4% 80 $4K
Crewe Advisors LLC 0.00% New 73 $3K
Anchor Investment Management, LLC 0.00% No change 64 $3K
Covestor Ltd 0.00% Add +7.0% 61 $3K
Sanctuary Wealth Management, L.L.C. 0.00% No change 49 $2K
WR Wealth Planners, LLC 0.00% New 35 $2K
Davis Capital Management 0.00% No change 33 $2K
Huntington National Bank 0.00% Add +3000.0% 31 $1K
FinTrust Capital Advisors, LLC 0.00% No change 19 $899
GAMMA Investing LLC 0.00% No change 19 $899
C M Bidwell & Associates Ltd. 0.00% No change 7 $331
Delta Asset Management LLC 0.00% No change 4 $189
FMR LLC 0.00% Add +100.0% 2 $95
Financial Gravity Asset Management, Inc. 0.00% No change 1 $63
Creative Financial Designs Inc. 0.00% Reduce -50.0% 1 $36

"% of holder's portfolio" is MAIN's weight in each manager's 13F, not the share of Main Street Capital Corp. the manager owns.