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Bain Capital Specialty Finan (BCSF)

CUSIP: 05684B107 | NYSE | Financial Services · Asset Management | Small Cap | 390 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Muzinich & Co., Inc.880,720
3.2% of portfolio›$9.7M
Columbus Macro, LLC641,723
0.7% of portfolio›$7.1M
Sumitomo Mitsui Trust Group, Inc.625,236
0.0% of portfolio›$6.9M
Hennion & Walsh Asset Management, Inc.327,753
0.1% of portfolio›$3.6M
Y-Intercept (Hong Kong) Ltd176,548
0.0% of portfolio›$1.9M
Kestra Advisory Services, LLC120,614
0.0% of portfolio›$1.3M
Hager Investment Management Services, LLC108,176
0.6% of portfolio›$1.2M
Curated Wealth Partners LLC100,000
0.1% of portfolio›$1.1M
Norden Group LLC96,447
0.1% of portfolio›$1.1M
Confluence Investment Management LLC90,153
0.0% of portfolio›$995.3K
United Advisor Group, LLC71,318
0.1% of portfolio›$787.4K
Closed-End Fund Advisors, Inc.70,037
0.8% of portfolio›$773.2K
Lido Advisors, LLC54,441
0.0% of portfolio›$601.0K
Farther Finance Advisors, LLC51,975
0.0% of portfolio›$573.8K
Garner Asset Management Corp50,929
0.2% of portfolio›$511.8K
Privium Fund Management (UK) Ltd46,993
0.3% of portfolio›$527.7K
Diversify Advisory Services, LLC42,762
0.0% of portfolio›$454.6K
Diversify Wealth Management, LLC42,762
0.0% of portfolio›$454.6K
Cambridge Investment Research Advisors, Inc.41,916
0.0% of portfolio›$463.0K
Commonwealth Equity Services, LLC41,051
0.0% of portfolio›$453.2K
Foster Victor Wealth Advisors, LLC33,278
0.0% of portfolio›$334.8K
BI Asset Management Fondsmaeglerselskab A/S30,127
0.0% of portfolio›$333.0K
Beaumont Financial Advisors, LLC29,208
0.0% of portfolio›$322.5K
International Assets Investment Management, LLC27,964
0.0% of portfolio›$307.2K
Advisor OS, LLC24,721
0.0% of portfolio›$272.9K
Crestwood Advisors Group, LLC23,825
0.0% of portfolio›$263.0K
M.E. Allison & Co., Inc.22,690
0.1% of portfolio›$250.5K
Onyx Bridge Wealth Group LLC22,105
0.0% of portfolio›$244.0K
Straight Path Wealth Management20,000
0.0% of portfolio›$220.8K
Creative Planning12,794
0.0% of portfolio›$141.2K
Park Avenue Securities LLC11,960
0.0% of portfolio›$132.0K
First Heartland Consultants, Inc.11,709
0.0% of portfolio›$129.3K
First Affirmative Financial Network11,372
0.0% of portfolio›$125.5K
Seelaus Asset Management LLC11,300
0.1% of portfolio›$124.8K
Formidable Asset Management, LLC11,290
0.0% of portfolio›$141.4K
Cottage Street Advisors LLC11,000
0.0% of portfolio›$121.4K
Cordoba Advisory Partners LLC10,878
0.0% of portfolio›$120.1K
SeaCrest Wealth Management, LLC10,825
0.0% of portfolio›$119.5K
Bank of New York Mellon Corp10,367
0.0% of portfolio›$114.5K
Bokf, NA9,750
0.0% of portfolio›$107.6K
Triumph Capital Management8,432
0.0% of portfolio›$93.1K
Simplex Trading, LLC7,975
0.0% of portfolio›$88.0K
Summit Securities Group LLC5,862
0.0% of portfolio›$64.7K
Security National Bank4,353
0.0% of portfolio›$48.1K
US Bancorp \de\4,000
0.0% of portfolio›$44.2K
Pension & Wealth Management Advisors, Inc.3,362
0.0% of portfolio›$37.1K
Register Financial Advisors LLC3,175
0.0% of portfolio›$35.1K
State of Alaska, Department of Revenue2,592
0.0% of portfolio›$28
Burk Holdings LLC1,740
0.0% of portfolio›$19.2K
Financial Network Wealth Advisors LLC556
0.0% of portfolio›$6.1K
GK Wealth Management LLC523
0.0% of portfolio›$5.8K
Legacies Wealth LLC50
0.0% of portfolio›$552
Caitong International Asset Management Co., Ltd37
0.0% of portfolio›$408
StyleTurnoverLocationFiled
Muzinich & Co., Inc.
880,720$9.7M3.2%YieldVery LowNew York, NY2026-10-22
Columbus Macro, LLC
641,723$7.1M0.7%YieldMediumNew Castle, PA2026-10-14
Sumitomo Mitsui Trust Group, Inc.
625,236$6.9M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Hennion & Walsh Asset Management, Inc.
327,753$3.6M0.1%ValueMediumParsippany, NJ2026-10-13
Y-Intercept (Hong Kong) Ltd
176,548$1.9M0.0%ValueVery HighHong Kong, South Korea2026-10-16
Kestra Advisory Services, LLC
120,614$1.3M0.0%CoreLowAustin, TX2026-11-02
Hager Investment Management Services, LLC
108,176$1.2M0.6%GrowthMediumNew London, NH2026-11-04
Curated Wealth Partners LLC
100,000$1.1M0.1%GARPLowEl Segundo, CA2026-10-15
Norden Group LLC
96,447$1.1M0.1%GrowthMediumProvo, UT2026-10-20
Confluence Investment Management LLC
90,153$995.3K0.0%ValueMediumSt. Louis, MO2026-10-01
United Advisor Group, LLC
71,318$787.4K0.1%ETFLowCincinnati, OH2026-11-03
Closed-End Fund Advisors, Inc.
70,037$773.2K0.8%YieldMediumRichmond, VA2026-11-04
Lido Advisors, LLC
54,441$601.0K0.0%GrowthLowLos Angeles, CA2026-11-04
Farther Finance Advisors, LLC
51,975$573.8K0.0%IndexLowSan Francisco, CA2026-10-08
Garner Asset Management Corp
50,929$511.8K0.2%CoreLowPlano, TX2026-10-30
Privium Fund Management (UK) Ltd
46,993$527.7K0.3%ETFVery HighLondon, United Kingdom2026-10-30
Diversify Advisory Services, LLC
42,762$454.6K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
42,762$454.6K0.0%GrowthMediumSandy, UT2026-10-20
Cambridge Investment Research Advisors, Inc.
41,916$463.0K0.0%ETFLowFairfield, IA2026-11-02
Commonwealth Equity Services, LLC
41,051$453.2K0.0%ETFLowWaltham, MA2026-11-02
Foster Victor Wealth Advisors, LLC
33,278$334.8K0.0%CoreMediumGreenville, SC2026-10-21
BI Asset Management Fondsmaeglerselskab A/S
30,127$333.0K0.0%CoreMediumKobenhavn, Greece2026-10-22
Beaumont Financial Advisors, LLC
29,208$322.5K0.0%GrowthMediumNeedham, MA2026-10-22
International Assets Investment Management, LLC
27,964$307.2K0.0%CoreVery HighOrlando, FL2026-11-02
Advisor OS, LLC
24,721$272.9K0.0%ETFMediumChicago, IL2026-11-03
Crestwood Advisors Group, LLC
23,825$263.0K0.0%GrowthLowBoston, MA2026-10-27
M.E. Allison & Co., Inc.
22,690$250.5K0.1%CoreLowSan Antonio, TX2026-10-09
Onyx Bridge Wealth Group LLC
22,105$244.0K0.0%ETFMediumTarrytown, NY2026-10-16
Straight Path Wealth Management
20,000$220.8K0.0%ETFLowJenison, MI2026-10-23
Creative Planning
12,794$141.2K0.0%IndexVery LowOverland Park, KS2026-11-02
Park Avenue Securities LLC
11,960$132.0K0.0%ETFMediumNew York, NY2026-10-26
First Heartland Consultants, Inc.
11,709$129.3K0.0%ETFMediumLake St. Louis, MO2026-10-08
First Affirmative Financial Network
11,372$125.5K0.0%CoreN/AColorado Springs, CO2026-10-21
Seelaus Asset Management LLC
11,300$124.8K0.1%GrowthMediumChatham, NJ2026-10-14
Formidable Asset Management, LLC
11,290$141.4K0.0%CoreLowCincinnati, OH2026-11-03
Cottage Street Advisors LLC
11,000$121.4K0.0%GrowthLowMarion, MA2026-10-19
Cordoba Advisory Partners LLC
10,878$120.1K0.0%ETFMediumNew York, NY2026-10-19
SeaCrest Wealth Management, LLC
10,825$119.5K0.0%GrowthLowPurchase, NY2026-10-21
Bank of New York Mellon Corp
10,367$114.5K0.0%CoreLowNew York, NY2026-11-05
Bokf, NA
9,750$107.6K0.0%CoreLowTulsa, OK2026-10-27
Triumph Capital Management
8,432$93.1K0.0%ETFMediumDenver, CO2026-10-14
Simplex Trading, LLC
7,975$88.0K0.0%CoreVery HighChicago, IL2026-11-04
Summit Securities Group LLC
5,862$64.7K0.0%CoreVery HighNew York, NY2026-11-05
Security National Bank
4,353$48.1K0.0%GrowthLowOmaha, NE2026-10-26
US Bancorp \de\
4,000$44.2K0.0%IndexLowMinneapolis, MN2026-11-05
Pension & Wealth Management Advisors, Inc.
3,362$37.1K0.0%ETFLowWaltham, MA2026-10-16
Register Financial Advisors LLC
3,175$35.1K0.0%GARPLowAtlanta, GA2026-10-23
State of Alaska, Department of Revenue
2,592$280.0%CoreVery LowJuneau, AK2026-10-15
Burk Holdings LLC
1,740$19.2K0.0%ETFVery LowTulsa, OK2026-11-05
Financial Network Wealth Advisors LLC
556$6.1K0.0%ETFLowMurray, UT2026-10-28
GK Wealth Management LLC
523$5.8K0.0%GARPVery HighReno, NV2026-10-09
Legacies Wealth LLC
50$5520.0%ETFLowMinnetonka, MN2026-11-02
Caitong International Asset Management Co., Ltd
37$4080.0%GrowthVery HighHong Kong, South Korea2026-10-29