Monarch Casino & ResortMCRI
13F holders, Q2 2026 (June 30)At the end of Q2 2026, 258 institutions reported holding Monarch Casino & Resort Inc. (MCRI) in their 13F filings, up 17 from Q1 2026. 44 opened new positions and 28 sold out. The largest holders were BlackRock, Inc. ($270.7M), American Century Companies Inc. ($73.5M) and DAVENPORT & Co LLC ($69.1M). 8 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Monarch Casino & Resort Inc.
- CUSIP
- 609027107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $29.4M |
| Exits | 28 | $15.7M |
All 13F filers, Q1 2026 → Q2 2026: 1,516,049 shares bought and 1,196,029 shares sold, net +320,020 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 258 holders
| BlackRock, Inc. | 0.00% | Add +4.4% | 2,056,674 | $270.7M |
| American Century Companies Inc. | 0.03% | Add +9.4% | 558,387 | $73.5M |
| DAVENPORT & Co LLC | 0.35% | Reduce -37.9% | 522,646 | $69.1M |
| State Street Corp. | 0.00% | Add +6.8% | 517,599 | $68.1M |
| Vanguard Capital Management LLC | 0.00% | Reduce -6.3% | 516,971 | $68.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -12.6% | 441,829 | $58.9M |
| Geode Capital Management, LLC | 0.00% | Add +4.4% | 426,381 | $56.1M |
| Vanguard Portfolio Management LLC | 0.00% | Add +9.4% | 414,091 | $54.5M |
| Fuller & Thaler Asset Management, Inc. | 0.12% | Add +15.8% | 340,321 | $44.8M |
| T. Rowe Price Associates Inc. | 0.00% | Add +363.4% | 322,561 | $42.5M |
| First Trust Advisors LP | 0.02% | Add +384.0% | 249,541 | $32.8M |
| Morgan Stanley | 0.00% | Reduce -8.9% | 204,160 | $26.9M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Reduce -1.2% | 200,418 | $26.4M |
| Alliancebernstein L.P. | 0.01% | Reduce -1.9% | 268,748 | $25.7M |
| Wellington Management Group LLP | 0.00% | Add +23.2% | 188,715 | $24.8M |
| AQR Capital Management | 0.01% | Add +3.6% | 172,373 | $22.7M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -0.5% | 167,860 | $22.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -3.9% | 155,165 | $20.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +59.3% | 148,608 | $19.6M |
| Clark Capital Management Group, Inc. | 0.10% | Add +73.4% | 136,129 | $17.9M |
| Northern Trust Corp. | 0.00% | Add +3.7% | 130,095 | $17.1M |
| FMR LLC | 0.00% | Reduce -30.3% | 129,036 | $17.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.7% | 127,485 | $16.8M |
| Invesco Ltd. | 0.00% | Add +134.2% | 125,814 | $16.6M |
| Nuveen, LLC | 0.00% | Add +23.9% | 123,966 | $16.3M |
| Tributary Capital Management, LLC | 1.33% | Reduce -21.1% | 123,211 | $16.2M |
| Raymond James Financial Inc. | 0.00% | Add +125.6% | 110,966 | $14.6M |
| Algert Global LLC | 0.16% | Add +10.7% | 104,304 | $13.7M |
| Renaissance Technologies | 0.02% | Reduce -22.9% | 103,808 | $13.7M |
| Norges Bank | 0.00% | — | 94,300 | $12.4M |
| Hillsdale Investment Management Inc. | 0.27% | Add +9.9% | 88,500 | $11.6M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -40.7% | 86,983 | $11.4M |
| Acadian Asset Management LLC | 0.01% | Add +5.0% | 86,900 | $11.4M |
| Vanguard Fiduciary Trust Co. | 0.00% | Add +0.9% | 85,902 | $11.3M |
| Tudor Investment Corporation | 0.05% | New | 84,978 | $11.2M |
| Creative Planning | 0.01% | Add +32.7% | 72,447 | $9.5M |
| Principal Financial Group Inc. | 0.00% | Add +0.4% | 66,439 | $8.7M |
| Lazard Asset Management LLC | 0.01% | Add +4.8% | 64,527 | $8.5M |
| Teacher Retirement System of Texas | 0.02% | Reduce -23.3% | 64,173 | $8.4M |
| Public Sector Pension Investment Board | 0.02% | Reduce -4.3% | 63,242 | $8.3M |
| Crawford Investment Counsel Inc. | 0.14% | Add +2.3% | 61,964 | $8.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.0% | 47,138 | $6.2M |
| UBS Group AG | 0.00% | Add +59.6% | 46,724 | $6.1M |
| Citadel Advisors | 0.00% | Reduce -46.7% | 44,884 | $5.9M |
| Man Group plc | 0.01% | Add +101.1% | 44,621 | $5.9M |
| BNP Paribas Financial Markets | 0.00% | Add +24.6% | 42,363 | $5.6M |
| Bank of America Corp. | 0.00% | Reduce -14.4% | 41,794 | $5.5M |
| Jacobs Levy Equity Management, Inc. | 0.02% | Add +52.4% | 41,616 | $5.5M |
| Wells Fargo & Company | 0.00% | Add +107.7% | 40,803 | $5.4M |
| Thrivent Financial for Lutherans | 0.01% | Add +389.5% | 39,590 | $5.2M |
| Voya Investment Management LLC | 0.01% | Reduce -5.3% | 38,664 | $5.1M |
| Victory Capital Management Inc. | 0.00% | Add +7.0% | 36,228 | $4.8M |
| Hotchkis & Wiley Capital Management LLC | 0.01% | Reduce -0.3% | 34,710 | $4.6M |
| Sei Investments Co. | 0.00% | Add +2.8% | 34,248 | $4.5M |
| ArrowMark Colorado Holdings LLC | 0.19% | Reduce -30.0% | 33,782 | $4.4M |
| Trexquant Investment LP | 0.03% | New | 32,492 | $4.3M |
| O'shaughnessy Asset Management, LLC | 0.02% | Reduce -26.3% | 28,726 | $3.8M |
| Rhumbline Advisers | 0.00% | Add +0.7% | 27,339 | $3.6M |
| Jupiter Asset Management Ltd. | 0.02% | Reduce -2.3% | 26,393 | $3.5M |
| Legal & General Group Plc | 0.00% | Reduce -2.1% | 26,345 | $3.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.7% | 25,594 | $3.4M |
| GHP Investment Advisors, Inc. | 0.12% | Add +29.3% | 25,344 | $3.3M |
| Swiss National Bank | 0.00% | No change | 25,311 | $3.3M |
| Franklin Resources Inc. | 0.00% | Add +68.5% | 24,950 | $3.3M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.02% | Add +83.8% | 21,275 | $2.8M |
| Osaic Holdings, Inc. | 0.00% | Add +40417.3% | 21,069 | $2.8M |
| Martingale Asset Management L P | 0.06% | Add +59.2% | 20,732 | $2.7M |
| Citigroup Inc. | 0.00% | Add +15.9% | 20,452 | $2.7M |
| Royce & Associates LP | 0.02% | Add +3.6% | 19,861 | $2.6M |
| Millennium Management | 0.00% | Reduce -70.6% | 19,064 | $2.5M |
| Ritholtz Wealth Management | 0.04% | Reduce -30.8% | 18,097 | $2.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -2.1% | 17,761 | $2.3M |
| Landscape Capital Management, L.L.C. | 0.13% | New | 15,717 | $2.1M |
| Vest Financial, LLC | 0.02% | New | 15,615 | $2.1M |
| New York State Teachers Retirement System | 0.00% | Reduce -3.9% | 15,609 | $2.1M |
| Annex Advisory Services, LLC | 0.03% | Reduce -3.0% | 14,682 | $1.9M |
| Barclays PLC | 0.00% | Reduce -19.4% | 14,362 | $1.9M |
| California State Teachers Retirement System | 0.00% | Add +11.0% | 14,000 | $1.8M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | No change | 12,992 | $1.7M |
| Deutsche Bank AG | 0.00% | Reduce -54.7% | 12,991 | $1.7M |
| Royal Bank of Canada | 0.00% | Add +73.2% | 12,767 | $1.7M |
| Prudential Financial Inc. | 0.00% | Add +0.2% | 12,537 | $1.6M |
| LPL Financial LLC | 0.00% | Add +11.7% | 12,385 | $1.6M |
| Wakefield Asset Management LLLP | 0.36% | Add +1.6% | 12,298 | $1.6M |
| Quantbot Technologies LP | 0.06% | Add +14.1% | 12,214 | $1.6M |
| Horizon Investments, LLC | 0.02% | Add +12.2% | 12,095 | $1.6M |
| Cambiar Investors LLC | 0.07% | Reduce -29.3% | 11,929 | $1.6M |
| Quantinno Capital Management LP | 0.00% | Add +74.2% | 11,035 | $1.5M |
| SG Americas Securities, LLC | 0.00% | Reduce -16.4% | 10,668 | $1.4M |
| CANADA LIFE ASSURANCE Co | 0.00% | No change | 10,030 | $1.3M |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -5.7% | 9,862 | $1.3M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Reduce -15.7% | 9,735 | $1.3M |
| AdvisorShares Investments LLC | 0.15% | Reduce -1.2% | 9,656 | $1.3M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Add +15.8% | 9,512 | $1.3M |
| Point72 Asset Management | 0.00% | Reduce -78.2% | 9,219 | $1.2M |
| Ieq Capital, LLC | 0.01% | Reduce -29.8% | 8,978 | $1.2M |
| Two Sigma Investments, LP | 0.00% | Reduce -20.3% | 8,790 | $1.2M |
| Emmett Investment Management, LP | 0.81% | Reduce -83.3% | 8,855 | $1.2M |
| XTX Topco Ltd | 0.01% | Reduce -32.1% | 8,370 | $1.1M |
| Mariner, LLC | 0.00% | Add +0.8% | 8,299 | $1.1M |
| Gotham Asset Management | 0.00% | Reduce -7.0% | 8,268 | $1.1M |
| Cerity Partners LLC | 0.00% | Add +36.6% | 7,972 | $1.0M |
| D. E. Shaw & Co. | 0.00% | Reduce -78.3% | 7,961 | $1.0M |
| Westover Capital Advisors, LLC | 0.16% | New | 7,503 | $987K |
| Canada Pension Plan Investment Board | 0.00% | Reduce -12.1% | 7,300 | $961K |
| STRS Ohio | 0.00% | Reduce -5.3% | 7,100 | $934K |
| MetLife Investment Management, LLC | 0.00% | Reduce -2.0% | 7,062 | $929K |
| Brasada Capital Management, LP | 0.17% | No change | 7,000 | $921K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -22.6% | 6,856 | $902K |
| State of Wisconsin Investment Board | 0.00% | Reduce -12.1% | 6,809 | $896K |
| EntryPoint Capital, LLC | 0.20% | New | 6,182 | $814K |
| Russell Investments Group, Ltd. | 0.00% | Add +191.3% | 6,167 | $812K |
| Jupiter Topco LLC | 0.00% | — | 6,072 | $800K |
| Illinois Municipal Retirement Fund | 0.01% | Reduce -1.0% | 6,047 | $796K |
| Jones Financial Companies LLLP | 0.00% | Reduce -5.4% | 5,667 | $759K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -5.6% | 5,643 | $743K |
| Assenagon Asset Management S.A. | 0.00% | Reduce -68.3% | 5,387 | $709K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -1.9% | 5,300 | $698K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -2.6% | 5,149 | $678K |
| Unique Wealth Strategies, LLC | 0.24% | New | 5,028 | $662K |
| New York State Common Retirement Fund | 0.00% | Add +19.0% | 5,014 | $660K |
| Alps Advisors Inc. | 0.00% | Add +1.4% | 5,003 | $658K |
| MML Investors Services, LLC | 0.00% | Add +75.7% | 4,954 | $652K |
| Capstone Investment Advisors, LLC | 0.01% | New | 4,804 | $632K |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -9.4% | 4,551 | $599K |
| Engineers Gate Manager LP | 0.01% | Reduce -72.4% | 4,330 | $570K |
| Mercer Global Advisors Inc. | 0.00% | Add +15.5% | 4,252 | $560K |
| Susquehanna International Group, LLP | 0.00% | Reduce -38.6% | 4,251 | $559K |
| First National Bank of Omaha | 0.02% | Add +0.3% | 4,114 | $541K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 3,783 | $498K |
| Occudo Quantitative Strategies LP | 0.03% | New | 3,687 | $485K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 3,561 | $469K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +77.2% | 3,506 | $461K |
| Arizona State Retirement System | 0.00% | Reduce -1.5% | 3,455 | $455K |
| Cornerstone Investment Partners, LLC | 0.01% | Add +3.9% | 3,320 | $437K |
| Nisa Investment Advisors, LLC | 0.00% | Add +73.6% | 3,288 | $433K |
| Amalgamated Bank | 0.00% | Reduce -7.4% | 3,247 | $427K |
| denkapparat Operations GmbH | 0.14% | No change | 3,218 | $424K |
| Pathstone Holdings, LLC | 0.00% | Add +1.2% | 3,201 | $421K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +4.8% | 3,343 | $414K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 3,103 | $409K |
| Caprock Group, LLC | 0.01% | Add +36.2% | 3,089 | $407K |
| US Bancorp \de | 0.00% | Reduce -3.4% | 3,009 | $396K |
| Fidelity D & D Bancorp Inc. | 0.14% | No change | 3,000 | $395K |
| Choate Investment Advisors | 0.01% | No change | 3,000 | $395K |
| Vanguard Investments Australia, Ltd. | 0.00% | No change | 2,982 | $392K |
| Intech Investment Management LLC | 0.00% | Reduce -12.8% | 2,960 | $390K |
| Amundi | 0.00% | Reduce -33.7% | 2,878 | $379K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -4.5% | 2,862 | $377K |
| Oregon Public Employees Retirement Fund | 0.00% | No change | 2,767 | $364K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.6% | 2,717 | $358K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +20.3% | 2,711 | $357K |
| Fifth Third Bancorp | 0.00% | Add +0.5% | 2,648 | $348K |
| Procyon Advisors, LLC | 0.01% | New | 2,622 | $345K |
| Claro Advisors Inc. | 0.04% | Add +2.9% | 2,573 | $339K |
| Cetera Investment Advisers | 0.00% | New | 2,566 | $338K |
| Neuberger Berman Group LLC | 0.00% | Reduce -6.1% | 2,557 | $337K |
| Vise Technologies, Inc. | 0.00% | New | 2,517 | $331K |
| Guggenheim Capital LLC | 0.00% | New | 2,368 | $312K |
| Swiss Life Asset Management Ltd | 0.00% | Reduce -7.3% | 2,334 | $307K |
| Jain Global LLC | 0.00% | New | 2,311 | $304K |
| Freestone Grove Partners LP | 0.00% | Reduce -41.4% | 2,309 | $304K |
| Moran Wealth Management, LLC | 0.01% | New | 2,280 | $300K |
| Hohimer Wealth Management, LLC | 0.03% | Add +0.3% | 2,253 | $297K |
| Evergreen Capital Management LLC | 0.01% | Reduce -0.2% | 2,198 | $289K |
| Pacer Advisors, Inc. | 0.00% | Reduce -95.8% | 2,182 | $287K |
| Janney Montgomery Scott LLC | 0.00% | New | 2,172 | $286K |
| Centiva Capital, LP | 0.01% | New | 2,147 | $283K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | New | 2,133 | $281K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -13.3% | 2,085 | $274K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +47.6% | 2,074 | $273K |
| Pictet Asset Management Holding SA | 0.00% | New | 2,072 | $273K |
| Brevan Howard Capital Management LP | 0.00% | Reduce -84.1% | 2,036 | $268K |
| Bank of Montreal | 0.00% | New | 2,019 | $266K |
| Ballentine Partners, LLC | 0.00% | New | 1,951 | $257K |
| Baird Financial Group, Inc. | 0.00% | Reduce -16.2% | 1,907 | $251K |
| Yousif Capital Management, LLC | 0.00% | New | 1,846 | $243K |
| WINTON GROUP Ltd | 0.01% | New | 1,800 | $237K |
| Captrust Financial Advisors | 0.00% | New | 1,800 | $237K |
| GAMMA Investing LLC | 0.01% | Add +7.6% | 1,791 | $236K |
| Virtus Advisers, LLC | 0.09% | New | 1,776 | $234K |
| Inceptionr LLC | 0.06% | New | 1,775 | $234K |
| Coldstream Capital Management Inc. | 0.00% | New | 1,773 | $233K |
| ProShare Advisors LLC | 0.00% | New | 1,746 | $230K |
| Empowered Funds, LLC | 0.00% | Reduce -20.4% | 1,744 | $230K |
| Maryland State Retirement & Pension System | 0.00% | New | 1,738 | $229K |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.01% | New | 1,700 | $224K |
| Able Wealth Management LLC | 0.05% | New | 1,973 | $216K |
| Corient Private Wealth LP | 0.00% | New | 1,603 | $211K |
| Empirical Asset Management, LLC | 0.05% | Reduce -52.2% | 1,561 | $205K |
| Whittier Trust Co. | 0.00% | No change | 1,476 | $188K |
| Meeder Asset Management Inc. | 0.01% | Add +51.3% | 1,334 | $176K |
| State of Wyoming | 0.02% | Add +86.6% | 1,284 | $169K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,066 | $140K |
| Peterson Wealth Management | 0.06% | Add +0.3% | 1,019 | $134K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -10.1% | 892 | $117K |
| Macquarie Group Ltd. | 0.00% | New | 834 | $110K |
| Signaturefd, LLC | 0.00% | Add +77.4% | 777 | $102K |
| Parallel Advisors, LLC | 0.00% | Reduce -34.1% | 749 | $99K |
| Globeflex Capital L P | 0.01% | Add +10.5% | 738 | $97K |
| Golden State Wealth Management, LLC | 0.01% | No change | 666 | $88K |
| TD Private Client Wealth LLC | 0.00% | No change | 479 | $63K |
| Blue Trust, Inc. | 0.00% | Reduce -3.1% | 472 | $62K |
| Global Retirement Partners, LLC | 0.00% | — | 435 | $57K |
| Arax Advisory Partners | 0.00% | Add +231.4% | 411 | $54K |
| Versant Capital Management, Inc | 0.00% | No change | 360 | $47K |
| Richardson Financial Services Inc. | 0.03% | Add +72.1% | 358 | $47K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -36.4% | 356 | $47K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +2.0% | 350 | $46K |
| Assetmark, Inc. | 0.00% | Add +141.0% | 323 | $43K |
| Allworth Financial LP | 0.00% | Add +46.7% | 311 | $41K |
| Huntington National Bank | 0.00% | Reduce -11.3% | 284 | $37K |
| IFP Advisors, Inc | 0.00% | Add +267.6% | 261 | $34K |
| UMB Bank, n.a. | 0.00% | Add +1.6% | 247 | $33K |
| Bessemer Group Inc. | 0.00% | No change | 175 | $23K |
| Nykredit A/S | 0.00% | — | 172 | $23K |
| Public Employees Retirement System of Ohio | 0.00% | Add +3.0% | 171 | $23K |
| Markowski Investments | 0.00% | — | 158 | $21K |
| Private Trust Co. NA | 0.00% | Reduce -7.7% | 143 | $19K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 130 | $17K |
| Covestor Ltd | 0.01% | Add +11.8% | 104 | $14K |
| Harbor Capital Advisors, Inc. | 0.00% | No change | 96 | $13K |
| Rothschild Investment LLC | 0.00% | Add +8.0% | 95 | $13K |
| Hantz Financial Services, Inc. | 0.00% | Add +1.1% | 89 | $12K |
| Continuum Advisory, LLC | 0.00% | New | 91 | $12K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -62.5% | 90 | $12K |
| Optiver Holding B.V. | 0.00% | New | 80 | $11K |
| Valued Wealth Advisors LLC | 0.00% | Add +28.3% | 68 | $9K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 70 | $9K |
| Salomon & Ludwin, LLC | 0.00% | No change | 62 | $8K |
| Smartleaf Asset Management LLC | 0.00% | No change | 52 | $7K |
| Private Wealth Management Group, LLC | 0.00% | Reduce -45.6% | 49 | $6K |
| Essential Partners LLC | 0.00% | Reduce -79.7% | 48 | $6K |
| Sterling Capital Management LLC | 0.00% | Reduce -48.2% | 43 | $6K |
| Parkside Financial Bank & Trust | 0.00% | No change | 35 | $5K |
| Altshuler Shaham Ltd | 0.00% | New | 35 | $5K |
| Picton Mahoney Asset Management | 0.00% | Add +126.7% | 34 | $4K |
| True Wealth Design, LLC | 0.00% | Reduce -3.1% | 31 | $4K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +33.3% | 24 | $3K |
| Basecamp Wealth Advisors LLC | 0.00% | Add +15.0% | 23 | $3K |
| JPL Wealth Management, LLC | 0.00% | No change | 19 | $3K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +6.7% | 16 | $2K |
| SJS Investment Consulting Inc. | 0.00% | No change | 16 | $2K |
| Larson Financial Group LLC | 0.00% | No change | 16 | $2K |
| Quarry LP | 0.00% | New | 15 | $2K |
| Clearstead Advisors, LLC | 0.00% | New | 13 | $2K |
| Kilter Group LLC | 0.00% | No change | 13 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 13 | $2K |
| Rockefeller Capital Management L.P. | 0.00% | Add +37.5% | 11 | $1K |
| Manchester Capital Management LLC | 0.00% | No change | 9 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 9 | $1K |
| Gilpin Wealth Management, LLC | 0.00% | No change | 2 | $264 |
| JFS Wealth Advisors, LLC | 0.00% | New | 2 | $264 |
| Hughes Financial Services, LLC | 0.00% | Add +100.0% | 2 | $263 |
| Davis Capital Management | 0.00% | New | 1 | $132 |
| Silver Grove Financial Group, Inc. | 0.00% | New | 1 | $132 |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 1 | $132 |
| Evolution Advisers, Inc. | 0.00% | New | 1 | $0 |
"% of holder's portfolio" is MCRI's weight in each manager's 13F, not the share of Monarch Casino & Resort Inc. the manager owns.