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Saratoga Investment Corp.

Institutional holders · 13F as of Dec 31, 2025

75 holders

HolderValueShares% of shares
Avion Wealth$42040.00%
State of Alaska, Department of Revenue$136300.00%
Janney Montgomery Scott LLC$22410,2560.06%
WEDBUSH SECURITIES INC$23410,7000.07%
Hurley Capital, LLC$333140.00%
Cambridge Investment Research Advisors, Inc.$43718,9500.12%
Blue Trust, Inc.$461200.00%
BI Asset Management Fondsmaeglerselskab A/S$62427,0270.17%
Larson Financial Group LLC$1.1K490.00%
West Financial Advisors, LLC$1.2K540.00%
MJT & Associates Financial Advisory Group, Inc.$2.2K940.00%
Strategic Investment Solutions, Inc. /IL$2.3K1000.00%
MAI Capital Management$2.7K1250.00%
Triumph Capital Management$5.2K2250.00%
Laurel Wealth Advisors LLC$5.6K2410.00%
Harbor Asset Planning, Inc.$6.0K2610.00%
EASTERN BANK$9.2K4000.00%
FLAGSHIP HARBOR ADVISORS, LLC$10.2K4430.00%
Empowered Funds, LLC$10.4K4490.00%
Russell Investments Group, Ltd.$11.1K4800.00%
CIBC Private Wealth Group LLC$11.5K5000.00%
PFS Partners, LLC$11.6K5030.00%
BNP PARIBAS FINANCIAL MARKETS$15.0K6840.00%
EVOLUTION WEALTH MANAGEMENT INC.$16.2K7010.00%
IFP Advisors, Inc$23.1K1,0000.01%
BANK OF AMERICA CORP /DE$24.6K1,0680.01%
Barclays PLC$37.0K1,4410.01%
Kestra Advisory Services, LLC$45.8K1,9870.01%
BARTLETT & CO. WEALTH MANAGEMENT LLC$46.1K2,0000.01%
Daytona Street Capital LLC$50.6K1,9990.01%
SIMPLEX TRADING, LLC$98.4K4,2640.03%
Steward Partners Investment Advisory, LLC$120.2K5,2120.03%
HARBOUR INVESTMENTS, INC.$137.8K5,9730.04%
Register Financial Advisors LLC$138.0K5,9800.04%
JPMORGAN CHASE & CO$162.0K7,0210.04%
HighTower Advisors, LLC$235.6K10,2130.06%
DAVIDSON TRUST CO$240.6K11,0000.07%
TWO SIGMA ADVISERS, LP$253.8K11,0000.07%
Brevan Howard Capital Management LP$263.4K11,4190.07%
Aquatic Capital Management LLC$279.2K12,1010.07%
SUSQUEHANNA INTERNATIONAL GROUP, LLP$297.0K12,8750.08%
UBS Group AG$300.5K13,0240.08%
Dynamic Technology Lab Private Ltd$305.0K13,2140.08%
Sunbelt Securities, Inc.$316.7K13,7260.08%
Trexquant Investment LP$388.2K16,8270.10%
GREENWOOD GEARHART LLC$389.3K17,8000.11%
Royal Bank of Canada$393.0K17,9500.11%
D.A. DAVIDSON & CO.$400.3K18,3030.11%
OSAIC HOLDINGS, INC.$424.6K18,4030.11%
Citadel Advisors LLC$425.9K18,4600.11%
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