# NEW MTN FIN CORP COM

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.

## Summary

- Issuer: NEW MTN FIN CORP
- Class: COM
- CUSIP: 647551100
- Asset category: EC
- 13F holders: 154
- 13F value: $165.6M
- 13F period: 2026-06-30
- N-PORT fund positions: 2
- N-PORT value: $3.1M
- N-PORT report: 2026-03-31

## Top institutional holders (Form 13F)

_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](https://search.stillhousedata.com/firm/109380) | Coral Gables, FL | $9.0M | 1,156,541 |
| [Cerity Partners LLC](https://search.stillhousedata.com/firm/151559) | NEW YORK, NY | $6.8M | 872,844 |
| [Corient Private Wealth LLC](https://search.stillhousedata.com/firm/319448) | Miami, FL | $6.8M | 871,296 |
| National Philanthropic Trust | Jenkintown, PA | $6.6M | 852,921 |
| [TWO SIGMA INVESTMENTS, LP](https://search.stillhousedata.com/firm/137137) | New York, NY | $6.5M | 836,457 |
| [Muzinich & Co., Inc.](https://search.stillhousedata.com/firm/22998) | 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 |

## Top fund holders (N-PORT)

| 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](https://search.stillhousedata.com/fund/S000002913) | VANGUARD QUANTITATIVE FUNDS | $29K | 0.02% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/647551100.md)
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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.