NEW MTN FIN CORP COM is a security (CUSIP 647551100) tracked across SEC portfolio filings. 154 institutional managers reported $165.6M on Form 13F as of 2026-06-30; 2 registered fund positions totaling $3.1M via N-PORT as of 2026-03-31.
Showing 15 of 154 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| UBS Group AG | Zurich, V8 | $16.2M | 2,091,276 |
| Russell Investments Group, Ltd. | Seattle, WA | $9.9M | 1,383,171 |
| DIMENSION CAPITAL MANAGEMENT LLC | Coral Gables, FL | $9.0M | 1,156,541 |
| Cerity Partners LLC | NEW YORK, NY | $6.8M | 872,844 |
| Corient Private Wealth LLC | Miami, FL | $6.8M | 871,296 |
| National Philanthropic Trust | Jenkintown, PA | $6.6M | 852,921 |
| TWO SIGMA INVESTMENTS, LP | New York, NY | $6.5M | 836,457 |
| Muzinich & Co., Inc. | NEW YORK, NY | $6.1M | 850,170 |
| Legal & General Group Plc | London, X0 | $6.1M | 785,496 |
| Union Bancaire Privee, UBP SA | GENEVA 1, V8 | $5.9M | 5,193 |
| MORGAN STANLEY | NEW YORK, NY | $5.7M | 729,938 |
| Hennion & Walsh Asset Management, Inc. | Parsippany, NJ | $5.2M | 562,980 |
| Pathstone Holdings, LLC | ENGLEWOOD, NJ | $5.1M | 661,219 |
| Sumitomo Mitsui Trust Group, Inc. | CHIYODA-KU, TOKYO, M0 | $4.9M | 688,578 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $3.5M | 450,470 |
| Fund | Registrant | Value | % of fund |
|---|---|---|---|
| First Trust Specialty Finance & Financial Opportunities Fund | First Trust Specialty Finance & Financial Opportunities Fund | $3.0M | 509.13% |
| VANGUARD GROWTH AND INCOME FUND | VANGUARD QUANTITATIVE FUNDS | $29K | 0.02% |