Saratoga Investment Corp.
Institutional holders · 13F as of Dec 31, 2025
| Holder | Value | % of shares |
|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | $430.0K | 0.11% |
| Focus Financial Network, Inc. | $448.8K | 0.12% |
| PFG Advisors | $500.6K | 0.13% |
| Cetera Investment Advisers | $503.5K | 0.13% |
| Focus Partners Wealth | $590.6K | 0.16% |
| RAYMOND JAMES FINANCIAL INC | $592.1K | 0.16% |
| Morgan Stanley | $699.9K | 0.19% |
| Virtus Investment Advisers, LLC | $753.0K | 0.20% |
| JB CAPITAL PARTNERS LP | $760.9K | 0.21% |
| Next Level Private LLC | $1.00M | 0.27% |
| Palogic Value Management, L.P. | $1.08M | 0.29% |
| Wealthcare Advisory Partners LLC | $1.14M | 0.30% |
| BlackRock, Inc. | $1.19M | 0.33% |
| TWO SIGMA INVESTMENTS, LP | $1.20M | 0.34% |
| Ethos Financial Group, LLC | $1.26M | 0.35% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $1.43M | 0.38% |
| AMERIPRISE FINANCIAL INC | $1.51M | 0.40% |
| WELLS FARGO & COMPANY/MN | $1.91M | 0.51% |
| Advisors Asset Management, Inc. | $2.33M | 0.65% |
| LPL Financial LLC | $2.50M | 0.69% |
| Legal & General Group Plc | $2.71M | 0.72% |
| Hennion & Walsh Asset Management, Inc. | $3.26M | 0.87% |
| Closed-End Fund Advisors, Inc. | $3.68M | 0.98% |
| Private Advisor Group, LLC | $3.77M | 1.00% |
| Lido Advisors, LLC | $4.05M | 1.11% |