13FBOX
MSC INCOME FUND INC · 13F Institutional Holdings
Options Calculator Rankings
M

MSC INCOME FUND INC

MSIF
Institutions
168
Combined AUM (Q2 2026)
$172.4M
Combined Shares (Q2 2026)
14.9M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+3.5M
76 · 36 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-1.4M
82 · 25 Exit · ≈
⚖️ Net
+2.0M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$172.4M
Institutions
168
New Buys
36
Adds
40
Reduces
57
Exits
25
Unchanged
35
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
SANDERS MORRIS HARRIS LLC
15.19%3.49%#1$26.2M2.3M$22.0M1.8M+457,004+25.30%Add
ARES MANAGEMENT LLC
0.56%0.43%#4$14.7M1.3M$10.1M826,646+441,264+53.38%Add
UBS Group AG
<0.01%<0.01%#111$11.6M1.0M$9.7M796,747+209,794+26.33%Add
VAN ECK ASSOCIATES CORP
0.01%0.01%#80$10.6M915,670$8.2M674,175+241,495+35.82%Add
TWO SIGMA INVESTMENTS, LP
0.01%0.01%#78$9.1M783,888$13.8M1.1M-350,383-30.89%Reduce
FRANKLIN RESOURCES INC
<0.01%<0.01%#107$9.0M779,528$7.6M627,133+152,395+24.30%Add
North Ground Capital
7.46%6.59%#2$6.2M537,600$5.5M448,919+88,681+19.75%Add
LPL Financial LLC
<0.01%<0.01%#116$5.1M444,595$5.5M454,592-9,997-2.20%Reduce
MARSHALL WACE, LLP
<0.01%<0.01%#99$3.7M318,804$1.1M89,317+229,487+256.94%Add
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#75$3.2M274,435$3.2M264,723+9,712+3.67%Add
Cetera Investment Advisers
<0.01%<0.01%#102$3.0M258,741$3.8M311,557-52,816-16.95%Reduce
Qube Research & Technologies Ltd
<0.01%<0.01%#104$2.6M223,256$882,53872,458+150,798+208.12%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#100$2.5M211,898$1.8M148,639+63,259+42.56%Add
CENTAURUS FINANCIAL, INC.
0.09%0.12%#22$2.4M210,296$2.6M214,948-4,652-2.16%Reduce
FJ Capital Management LLC
0.31%0.23%#7$2.4M206,254$2.1M171,058+35,196+20.58%Add
J.W. COLE ADVISORS, INC.
0.04%#31$2.3M202,156$00+202,156New Buy
Clayton Partners LLC
1.52%1.51%#3$2.3M200,000$2.1M170,000+30,000+17.65%Add
Sigma Planning Corp
0.05%0.07%#27$2.1M182,577$2.5M207,539-24,962-12.03%Reduce
BlackRock, Inc.
<0.01%<0.01%#158$2.0M174,876$2.2M178,434-3,558-1.99%Reduce
Alpine Global Management, LLC
0.29%0.44%#8$1.8M152,492$2.5M206,069-53,577-26.00%Reduce
BARCLAYS PLC
<0.01%<0.01%#140$1.7M142,933$1.3M110,413+32,520+29.45%Add
MORGAN STANLEY
<0.01%<0.01%#153$1.6M134,600$192,53814,664+119,936+817.89%Add
Intrinsic Edge Capital Management LLC
0.16%#12$1.5M130,000$00+130,000New Buy
RIVERBRIDGE PARTNERS LLC
0.04%0.03%#33$1.3M114,945$1.4M113,574+1,371+1.21%Add
AVISO WEALTH MANAGEMENT
0.51%0.35%#5$1.3M114,250$781,10364,130+50,120+78.15%Add
Atom Investors LP
0.12%0.01%#19$1.3M112,619$203,49116,707+95,912+574.08%Add
Arax Advisory Partners
0.01%#71$1.2M106,794$00+106,794New Buy
DIVERSIFY WEALTH MANAGEMENT, LLC
0.01%0.03%#49$1.2M106,159$1.4M114,384-8,225-7.19%Reduce
Rockport Wealth LLC
0.19%0.23%#9$1.1M97,151$1.3M106,073-8,922-8.41%Reduce
Arkadios Wealth Advisors
0.02%0.02%#46$1.1M95,647$1.2M96,445-798-0.83%Reduce
Merit Financial Group, LLC
0.01%0.01%#82$1.0M90,722$1.2M101,976-11,254-11.04%Reduce
Garrett Wealth Advisory Group, LLC
0.16%0.07%#10$1.0M90,038$419,77334,464+55,574+161.25%Add
Private Advisor Group, LLC
<0.01%0.01%#87$1.0M89,913$1.1M93,540-3,627-3.88%Reduce
HARBOUR INVESTMENTS, INC.
0.01%0.02%#55$948,05781,941$1.0M85,144-3,203-3.76%Reduce
Magnetar Financial LLC
0.01%0.01%#69$940,09781,253$1.1M86,742-5,489-6.33%Reduce
XTX Topco Ltd
0.01%0.02%#57$901,03777,877$863,56270,900+6,977+9.84%Add
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#117$871,00175,281$1.2M100,435-25,154-25.05%Reduce
Diversify Advisory Services, LLC
0.13%0.13%#15$865,25168,999$865,25168,99900.00%Unchanged
Legacy Wealth Managment, LLC/ID
0.34%0.84%#6$832,45871,950$1.7M138,174-66,224-47.93%Reduce
MILLENNIUM MANAGEMENT LLC
<0.01%<0.01%#142$793,69068,599$1.5M126,079-57,480-45.59%Reduce
Neuberger Berman Group LLC
<0.01%<0.01%#135$665,40257,511$765,97662,888-5,377-8.55%Reduce
CAPTRUST FINANCIAL ADVISORS
<0.01%<0.01%#119$660,66057,101$760,67962,453-5,352-8.57%Reduce
RFG Advisory, LLC
0.01%#60$655,60056,664$00+56,664New Buy
BOS Asset Management, LLC
0.15%0.17%#13$639,70555,290$673,43255,29000.00%Unchanged
CONFLUENCE INVESTMENT MANAGEMENT LLC
0.01%0.01%#64$629,66254,422$668,13454,855-433-0.79%Reduce
ROYAL BANK OF CANADA
<0.01%<0.01%#152$623,00053,836$465,00038,150+15,686+41.12%Add
Stratos Wealth Partners, LTD.
0.01%0.01%#85$571,61649,405$505,55941,507+7,898+19.03%Add
MERIDIAN INVESTMENT COUNSEL INC.
0.12%0.12%#18$554,78247,950$495,72640,700+7,250+17.81%Add
Prospera Financial Services Inc
0.01%0.01%#72$553,45347,824$580,79247,675+149+0.31%Add
Wealthcare Advisory Partners LLC
0.01%0.01%#62$536,86646,402$676,01455,502-9,100-16.40%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow