HoldingsChannel.com
On this page, we present all of the funds holding LOAN from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding LOAN, with a link to that fund's top holdings. The next columns indicate the amount of LOAN stock held by each of the funds holding LOAN, followed by the LOAN position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 40 funds holding LOAN within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Bard Associates Inc.. For more details on the positions held by Bard Associates Inc. (or by any of the other funds holding LOAN), click the fund name in the "Holder" column of the funds-holding-LOAN table below.
| Holder | Amount | Position Size ($ in 1000's) | As of |
|---|---|---|---|
 Bard Associates Inc. | 376,999 | $1,915 | 12/31/2023 |
| LOAN | 376,999 | $1,915 | 12/31/2023 |
| Vanguard Group Inc. | 370,622 | $1,842 | 12/31/2023 |
| LOAN | 370,622 | $1,842 | 12/31/2023 |
| Hardy Reed LLC | 335,443 | $1,667 | 12/31/2023 |
| LOAN | 335,443 | $1,667 | 12/31/2023 |
| Shufro Rose & Co. LLC | 219,385 | $1,053 | 12/31/2023 |
| LOAN | 219,385 | $1,053 | 12/31/2023 |
| Bellwether Advisors LLC | 178,180 | $886 | 12/31/2023 |
| LOAN | 178,180 | $886 | 12/31/2023 |
| Renaissance Technologies LLC | 148,528 | $738 | 12/31/2023 |
| LOAN | 148,528 | $738 | 12/31/2023 |
| Pinnacle Wealth Planning Services Inc. | 113,446 | $564 | 12/31/2023 |
| LOAN | 113,446 | $564 | 12/31/2023 |
| Atria Wealth Solutions Inc. | 106,552 | $537 | 12/31/2023 |
| LOAN | 106,552 | $537 | 12/31/2023 |
| Geode Capital Management LLC | 100,017 | $497 | 12/31/2023 |
| LOAN | 100,017 | $497 | 12/31/2023 |
| Melia Wealth LLC | 62,161 | $315 | 03/31/2024 |
| LOAN | 62,161 | $315 | 03/31/2024 |
| Abacus Wealth Partners LLC | 56,216 | $284 | 03/31/2024 |
| LOAN | 56,216 | $284 | 03/31/2024 |
| Wealthcare Advisory Partners LLC | 45,347 | $229 | 03/31/2024 |
| LOAN | 45,347 | $229 | 03/31/2024 |
| Moneta Group Investment Advisors LLC | 43,474 | $216 | 12/31/2023 |
| LOAN | 43,474 | $216 | 12/31/2023 |
| Frazier Financial Advisors LLC | 41,357 | $206 | 12/31/2023 |
| LOAN | 41,357 | $206 | 12/31/2023 |
| Royal Bank of Canada | 38,762 | $192 | 12/31/2023 |
| LOAN | 38,762 | $192 | 12/31/2023 |
| Tobias Financial Advisors Inc. | 38,673 | $192 | 12/31/2023 |
| LOAN | 38,673 | $192 | 12/31/2023 |
| BlackRock Inc. | 28,461 | $141 | 12/31/2023 |
| LOAN | 28,461 | $141 | 12/31/2023 |
| GWM Advisors LLC | 28,338 | $138 | 12/31/2023 |
| LOAN | 28,338 | $138 | 12/31/2023 |
| International Assets Investment Management LLC | 25,599 | $132 | 03/31/2024 |
| LOAN | 25,599 | $132 | 03/31/2024 |
| State Street Corp | 26,000 | $132 | 12/31/2023 |
| LOAN | 26,000 | $132 | 12/31/2023 |
| Fi3 FINANCIAL ADVISORS LLC | 21,625 | $107 | 12/31/2023 |
| LOAN | 21,625 | $107 | 12/31/2023 |
| Advisor Group Holdings Inc. | 20,110 | $100 | 12/31/2023 |
| LOAN | 20,110 | $100 | 12/31/2023 |
| James Investment Research Inc. | 19,386 | $96 | 12/31/2023 |
| LOAN | 19,386 | $96 | 12/31/2023 |
| Bridgeway Capital Management Inc. | 15,216 | $76 | 12/31/2023 |
| LOAN | 15,216 | $76 | 12/31/2023 |
| Northern Trust Corp | 15,139 | $75 | 12/31/2023 |
| LOAN | 15,139 | $75 | 12/31/2023 |
| Acadian Asset Management LLC | 15,138 | $74 | 12/31/2023 |
| LOAN | 15,138 | $74 | 12/31/2023 |
| Ritholtz Wealth Management | 10,815 | $54 | 12/31/2023 |
| LOAN | 10,815 | $54 | 12/31/2023 |
| Camden Capital LLC | 10,913 | $54 | 12/31/2023 |
| LOAN | 10,913 | $54 | 12/31/2023 |
| National Asset Management Inc. | 10,210 | $52 | 12/31/2023 |
| LOAN | 10,210 | $52 | 12/31/2023 |
| Morgan Stanley | 9,413 | $47 | 12/31/2023 |
| LOAN | 9,413 | $47 | 12/31/2023 |
| National Bank of Canada FI | 5,900 | $28 | 12/31/2023 |
| LOAN | 5,900 | $28 | 12/31/2023 |
| UBS Group AG | 5,529 | $27 | 12/31/2023 |
| LOAN | 5,529 | $27 | 12/31/2023 |
| Nisa Investment Advisors LLC | 4,170 | $21 | 12/31/2023 |
| LOAN | 4,170 | $21 | 12/31/2023 |
| Tower Research Capital LLC TRC | 2,212 | $11 | 12/31/2023 |
| LOAN | 2,212 | $11 | 12/31/2023 |
| Harbour Investments Inc. | 1,840 | $9 | 12/31/2023 |
| LOAN | 1,840 | $9 | 12/31/2023 |
| Northwestern Mutual Wealth Management Co. | 200 | $1 | 12/31/2023 |
| LOAN | 200 | $1 | 12/31/2023 |
| JPMorgan Chase & Co. | 14 | $0 | 12/31/2023 |
| LOAN | 14 | $0 | 12/31/2023 |
| Bank of America Corp DE | 5 | $0 | 12/31/2023 |
| LOAN | 5 | $0 | 12/31/2023 |
| Wells Fargo & Company MN | 68 | $0 | 12/31/2023 |
| LOAN | 68 | $0 | 12/31/2023 |
| Proequities Inc. | 0 | $0 | 12/31/2023 |
| LOAN | 0 | $0 | 12/31/2023 |
| Perritt Capital Management Inc. | 28,658 | $0 | 12/31/2023 |
| LOAN | 28,658 | $0 | 12/31/2023 |
See Summary: Institutional Holders of LOAN
See Details: Top 10 Hedge Funds Holding LOAN
Also See: LOAN Insider Buying
Also See: LOAN Holdings Changes
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