MANHATTAN BRIDGE CAPITAL, INC - LOAN
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 6 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Melia Wealth LLC | History | Added to | 447,638 | 2,081 | 0.96% | 1.05% | 1 | +11,173 | 2.56% | Q4 2025 | Feb 09, 2026 |
| VANGUARD GROUP INC | History | Added to | 392,999 | 1,827 | 0.0% | 0.0% | 2 | +9,614 | 2.51% | Q4 2025 | Jan 29, 2026 |
| SHUFRO ROSE & CO LLC | History | Added to | 217,785 | 1,012 | 0.07% | 0.1% | 3 | +2,500 | 1.16% | Q4 2025 | Feb 09, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 181,728 | 845 | 0.0% | 0.0% | 4 | +7,900 | 4.54% | Q4 2025 | Feb 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 112,087 | 521 | 0.0% | 0.0% | 5 | +3,046 | 2.79% | Q4 2025 | Feb 09, 2026 |
| Frazier Financial Advisors, LLC | History | Added to | 79,637 | 370 | 0.22% | 0.02% | 6 | +50,511 | 173.42% | Q4 2025 | Feb 09, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 356,978 | 356 | 0.0% | 0.0% | 7 | -6,594 | -1.81% | Q4 2025 | Feb 18, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Added to | 343,376 | 343 | 0.02% | 0.01% | 8 | +229,244 | 200.86% | Q4 2025 | Feb 05, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 66,750 | 310 | 0.0% | 0.0% | 9 | +39,830 | 147.96% | Q4 2025 | Feb 17, 2026 |
| OLIO Financial Planning | History | Reduced | 65,875 | 306 | 0.09% | 0.02% | 10 | -3,233 | -4.68% | Q4 2025 | Jan 21, 2026 |
| LPL Financial LLC | History | Reduced | 59,998 | 278 | 0.0% | 0.0% | 11 | -12,739 | -17.51% | Q4 2025 | Feb 11, 2026 |
| Mariner, LLC | History | Reduced | 36,843 | 171 | 0.0% | 0.0% | 12 | -195 | -0.53% | Q4 2025 | Feb 13, 2026 |
| STATE STREET CORP | History | No change | 32,300 | 153 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BlackRock, Inc. | History | Reduced | 31,947 | 148 | 0.0% | 0.0% | 14 | -1,311 | -3.94% | Q4 2025 | Feb 12, 2026 |
| Fortress Financial Solutions, LLC | History | Reduced | 147,298 | 147 | 0.15% | 0.17% | 15 | -5,132 | -3.37% | Q4 2025 | Jan 23, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 31,310 | 145 | 0.0% | 0.0% | 16 | +13,139 | 72.31% | Q4 2025 | Feb 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 29,595 | 137 | 0.01% | 0.01% | 17 | +2,384 | 8.76% | Q4 2025 | Feb 03, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 25,877 | 120 | 0.0% | 0.0% | 18 | +12,553 | 94.21% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 24,669 | 114 | 0.0% | — | 19 | +24,669 | New | Q4 2025 | Feb 17, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 103,083 | 103 | 0.01% | — | 20 | +103,083 | New | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 21,186 | 98 | 0.0% | 0.0% | 22 | -1,750 | -7.63% | Q4 2025 | Feb 18, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 21,186 | 98 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Focus Partners Wealth | History | New | 96,433 | 96 | 0.0% | — | 23 | +96,433 | New | Q4 2025 | Feb 13, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 19,516 | 90 | 0.0% | 0.0% | 24 | +4,300 | 28.26% | Q4 2025 | Feb 17, 2026 |
| DWR WEALTH MANAGEMENT, LLC | History | New | 82,888 | 82 | 0.08% | — | 25 | +82,888 | New | Q4 2025 | Mar 31, 2026 |
| NORTHERN TRUST CORP | History | Added to | 15,240 | 70 | 0.0% | 0.0% | 26 | +4,246 | 38.62% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 14,130 | 65 | 0.0% | 0.0% | 27 | -2,001 | -12.4% | Q4 2025 | Feb 13, 2026 |
| Advisory Services Network, LLC | History | Reduced | 11,806 | 54 | 0.0% | 0.0% | 28 | -4,941 | -29.5% | Q4 2025 | Feb 17, 2026 |
| CERTUITY, LLC | History | Reduced | 50,185 | 50 | 0.0% | 0.0% | 29 | -2,802 | -5.29% | Q4 2025 | Jan 30, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 40,544 | 45 | 0.0% | 0.01% | 31 | -214,997 | -84.13% | Q4 2025 | Feb 09, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 9,902 | 45 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Apella Capital, LLC | History | New | 41,275 | 41 | 0.0% | — | 32 | +41,275 | New | Q4 2025 | Jan 21, 2026 |
| Gen-Wealth Partners Inc | History | New | 34,674 | 34 | 0.01% | — | 33 | +34,674 | New | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 5,810 | 27 | 0.0% | 0.0% | 34 | +91 | 1.59% | Q4 2025 | Feb 17, 2026 |
| Rothschild Wealth LLC | History | New | 25,380 | 25 | 0.0% | — | 35 | +25,380 | New | Q4 2025 | Feb 17, 2026 |
| Briaud Financial Planning, Inc | History | No change | 24,723 | 24 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 1,482 | 7 | 0.0% | 0.0% | 37 | -1,614 | -52.13% | Q4 2025 | Jan 15, 2026 |
| UBS Group AG | History | Added to | 939 | 4 | 0.0% | 0.0% | 38 | +2 | 0.21% | Q4 2025 | Jan 29, 2026 |
| BARD ASSOCIATES INC | History | Reduced | 696 | 3 | 0.0% | 0.29% | 39 | -198,733 | -99.65% | Q4 2025 | Feb 13, 2026 |
| Triumph Capital Management | History | New | 800 | 3 | 0.0% | — | 41 | +800 | New | Q4 2025 | Feb 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 691 | 3 | 0.0% | 0.0% | 40 | -410 | -37.24% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 124 | 1 | 0.0% | — | 42 | +124 | New | Q4 2025 | Feb 17, 2026 |
| Mountain Hill Investment Partners Corp. | History | Added to | 278 | 1 | 0.0% | 0.0% | 43 | +6 | 2.21% | Q4 2025 | Jan 26, 2026 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100,000 | -100.0% | Q3 2025 | Nov 10, 2025 |
| PERRITT CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.01% | — | -28,277 | -100.0% | Q3 2025 | Nov 17, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,775 | -100.0% | Q3 2025 | Nov 12, 2025 |
| FMR LLC | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 7 | 0 | — | — | — | +1 | 16.67% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 200 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 200 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |