6 institutions reported holding $5.9M of NEW MTN FIN CORP (NMFC) in SEC 13F filings for 2026-06-30. Largest institutional holders: Hennion & Walsh Asset Management, Inc. ($3.5M), CONFLUENCE INVESTMENT MANAGEMENT LLC ($2.0M), Miller Global Investments, LLC ($170,754), Apella Capital, LLC ($123,551), SANDERS MORRIS HARRIS LLC ($117,409). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Hennion & Walsh Asset Management, Inc. | $3.5M | 483,324 | Trimmed |
| 2 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $2.0M | 277,609 | Added |
| 3 | Miller Global Investments, LLC | $170,754 | 23,815 | Hold |
| 4 | Apella Capital, LLC | $123,551 | 17,525 | Hold |
| 5 | SANDERS MORRIS HARRIS LLC | $117,409 | 16,375 | Hold |
| 6 | Valeo Financial Advisors, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30