NEW YORK, NY
SARATOGA INVESTMENT CORP.SAR— Latest position per institution from SEC 13F filings
15
Institutional holders
2.87M
Total shares held
67.45M
Estimated value
143.64K
Avg. position size
KARPUS MANAGEMENT, INC.
CIK 1048703
Shares
1.01M
Value
25.11M
Filed
Dec 31, 2025
LIDO ADVISORS, LLC
CIK 1650150
Shares
199.14K
Value
4.36M
Filed
Mar 31, 2026
PRIVATE ADVISOR GROUP, LLC
CIK 1567755
Shares
165.14K
Value
3.61M
Filed
Mar 31, 2026
CLOSED-END FUND ADVISORS, INC.
CIK 2103520
Shares
159.50K
Value
3.68M
Filed
Dec 31, 2025
HENNION & WALSH ASSET MANAGEMENT, INC.
CIK 1861642
Shares
127.04K
Value
2.83M
Filed
Jun 30, 2026
LEGAL & GENERAL GROUP PLC
CIK 764068
Shares
122.94K
Value
2.69M
Filed
Mar 31, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
114K
Value
2.49M
Filed
Mar 31, 2026
SCOGGIN MANAGEMENT LP
CIK 1086416
Shares
113.70K
Value
2.92M
Filed
Sep 30, 2023
ADVISORS ASSET MANAGEMENT, INC.
CIK 1297376
Shares
106.63K
Value
2.33M
Filed
Mar 31, 2026
BDCM CT, L.L.C.
CIK 1282197
Shares
96.51K
Value
2.60M
Filed
Jun 30, 2023
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
85.27K
Value
1.86M
Filed
Mar 31, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
CIK 1818604
Shares
82.41K
Value
1.76M
Filed
Mar 31, 2026
MILLENNIUM MANAGEMENT LLC
CIK 1273087
Shares
70.45K
Value
1.78M
Filed
Mar 31, 2025
TMD WEALTH MANAGEMENT, LLC
CIK 1842820
Shares
67.73K
Value
1.54M
Filed
Jun 30, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 1446194
Shares
66.10K
Value
1.45M
Filed
Mar 31, 2026
CITADEL ADVISORS LLC
CIK 1423053
Shares
62.60K
Value
1.37M
Filed
Mar 31, 2026
ROCKEFELLER CAPITAL MANAGEMENT L.P.
CIK 1739439
Shares
56.98K
Value
1.32M
Filed
Mar 31, 2024
TWO SIGMA INVESTMENTS, LP
CIK 1179392
Shares
54.75K
Value
1.20M
Filed
Mar 31, 2026
BLACKROCK, INC.
CIK 2012383
Shares
54.60K
Value
1.19M
Filed
Mar 31, 2026
QUBE RESEARCH & TECHNOLOGIES LTD
CIK 1729829
Shares
53.02K
Value
1.34M
Filed
Mar 31, 2025
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | KARPUS MANAGEMENT, INC. | 1048703 | 1.01M | 25.11M | Dec 31, 2025 |
| 2 | LIDO ADVISORS, LLC | 1650150 | 199.14K | 4.36M | Mar 31, 2026 |
| 3 | PRIVATE ADVISOR GROUP, LLC | 1567755 | 165.14K | 3.61M | Mar 31, 2026 |
| 4 | CLOSED-END FUND ADVISORS, INC. | 2103520 | 159.50K | 3.68M | Dec 31, 2025 |
| 5 | HENNION & WALSH ASSET MANAGEMENT, INC. | 1861642 | 127.04K | 2.83M | Jun 30, 2026 |
| 6 | LEGAL & GENERAL GROUP PLC | 764068 | 122.94K | 2.69M | Mar 31, 2026 |
| 7 | LPL FINANCIAL LLC | 1403438 | 114K | 2.49M | Mar 31, 2026 |
| 8 | SCOGGIN MANAGEMENT LP | 1086416 | 113.70K | 2.92M | Sep 30, 2023 |
| 9 | ADVISORS ASSET MANAGEMENT, INC. | 1297376 | 106.63K | 2.33M | Mar 31, 2026 |
| 10 | BDCM CT, L.L.C. | 1282197 | 96.51K | 2.60M | Jun 30, 2023 |
| 11 | WELLS FARGO & COMPANY/MN | 72971 | 85.27K | 1.86M | Mar 31, 2026 |
| 12 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1818604 | 82.41K | 1.76M | Mar 31, 2026 |
| 13 | MILLENNIUM MANAGEMENT LLC | 1273087 | 70.45K | 1.78M | Mar 31, 2025 |
| 14 | TMD WEALTH MANAGEMENT, LLC | 1842820 | 67.73K | 1.54M | Jun 30, 2024 |
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1446194 | 66.10K | 1.45M | Mar 31, 2026 |
| 16 | CITADEL ADVISORS LLC | 1423053 | 62.60K | 1.37M | Mar 31, 2026 |
| 17 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 1739439 | 56.98K | 1.32M | Mar 31, 2024 |
| 18 | TWO SIGMA INVESTMENTS, LP | 1179392 | 54.75K | 1.20M | Mar 31, 2026 |
| 19 | BLACKROCK, INC. | 2012383 | 54.60K | 1.19M | Mar 31, 2026 |
| 20 | QUBE RESEARCH & TECHNOLOGIES LTD | 1729829 | 53.02K | 1.34M | Mar 31, 2025 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.