# NEW MTN FIN CORP (NMFC)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/NMFC/

- Reporting holders: 5
- Reported value: $3.3M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [CONFLUENCE INVESTMENT MANAGEMENT LLC](https://holderbook.com/funds/1442056-confluence-investment-management-llc/) | $2.0M | 283,303 | 0.0% | 32 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $1.0M | 147,836 | 0.0% | 9 |
| [CenterStar Asset Management, LLC](https://holderbook.com/funds/1722053-centerstar-asset-management-llc/) | $169.2K | 24,400 | 0.0% | 5 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $118.1K | 17,525 | 0.0% | 4 |
| [Bank & Trust Co](https://holderbook.com/funds/2026082-bank-trust-co/) | $2.9K | 422 | 0.0% | 10 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 5 | $3.3M |
| Q2 2026 | 146 | $212.9M |
| Q1 2026 | 155 | $221.5M |
| Q4 2025 | 170 | $319.8M |
| Q3 2025 | 159 | $300.1M |
| Q2 2025 | 165 | $330.1M |
| Q1 2025 | 165 | $363.8M |
| Q4 2024 | 170 | $395.3M |
| Q3 2024 | 171 | $474.6M |
| Q2 2024 | 164 | $460.2M |
| Q1 2024 | 174 | $515.6M |
| Q4 2023 | 165 | $470.5M |