WHF WhiteHorse Finance, Inc.
WhiteHorse Finance, Inc. (WHF) Institutional Ownership
What the institutions did with WHF last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| Lalia Capital, LLC | 712.8K | 21.0% |
| TWO SIGMA INVESTMENTS, LP | 430.6K | 12.7% |
| Ethos Financial Group, LLC | 360.5K | 10.6% |
| CastleKnight Management LP | 205.7K | 6.1% |
| BANK OF AMERICA CORP /DE/ | 185.0K | 5.5% |
| Legal & General Group Plc | 174.9K | 5.2% |
| BANK OF MONTREAL /CAN/ | 114.8K | 3.4% |
| RAYMOND JAMES FINANCIAL INC | 105.5K | 3.1% |
| Blue Trust, Inc. | 95.6K | 2.8% |
| Cambridge Investment Research Advisors, Inc. | 91.2K | 2.7% |
| Trexquant Investment LP | 90.5K | 2.7% |
| LPL Financial LLC | 76.0K | 2.2% |
| BlackRock, Inc. | 71.1K | 2.1% |
| Sound Income Strategies, LLC | 71.0K | 2.1% |
| UBS Group AG | 57.4K | 1.7% |
| MARSHALL WACE, LLP | 55.1K | 1.6% |
| BASSO CAPITAL MANAGEMENT, L.P. | 52.5K | 1.5% |
| Closed-End Fund Advisors, Inc. | 45.0K | 1.3% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 44.4K | 1.3% |
| GABLES CAPITAL MANAGEMENT INC. | 43.9K | 1.3% |
| Virtus Investment Advisers, LLC | 41.6K | 1.2% |
| Snowden Capital Advisors LLC | 30.5K | 0.9% |
| DIMENSION CAPITAL MANAGEMENT LLC | 28.3K | 0.8% |
| CANADA LIFE ASSURANCE Co | 25.0K | 0.7% |
| Vident Advisory, LLC | 24.3K | 0.7% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Ethos Financial Group, LLC | Increased | 243.9K | 360.5K | +116.6K |
| CastleKnight Management LP | Reduced | 292.5K | 205.7K | -86.8K |
| RAYMOND JAMES FINANCIAL INC | Increased | 22.4K | 105.5K | +83.1K |
| VICTORY CAPITAL MANAGEMENT INC | Sold Out | 63.3K | 0 | -63.3K |
| Advisors Asset Management, Inc. | Sold Out | 60.8K | 0 | -60.8K |
| Cambridge Investment Research Advisors, Inc. | Increased | 47.2K | 91.2K | +44.0K |
| BI Asset Management Fondsmaeglerselskab A/S | Reduced | 48.5K | 6.3K | -42.2K |
| MORGAN STANLEY | Reduced | 35.0K | 5.4K | -29.6K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | Increased | 16.9K | 44.4K | +27.5K |
| UBS Group AG | Increased | 31.5K | 57.4K | +25.9K |
| Campbell & CO Investment Adviser LLC | Sold Out | 25.8K | 0 | -25.8K |
| Lalia Capital, LLC | Increased | 689.1K | 712.8K | +23.7K |
| Trexquant Investment LP | Increased | 67.5K | 90.5K | +23.0K |
| MARSHALL WACE, LLP | Reduced | 76.3K | 55.1K | -21.2K |
| NOMURA HOLDINGS INC | New | 0 | 20.0K | +20.0K |
| Virtus Investment Advisers, LLC | Reduced | 60.6K | 41.6K | -19.0K |
| TWO SIGMA SECURITIES, LLC | Sold Out | 17.3K | 0 | -17.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | 37.9K | 22.2K | -15.7K |
| OSAIC HOLDINGS, INC. | Reduced | 14.9K | 2.9K | -12.1K |
| BASSO CAPITAL MANAGEMENT, L.P. | Reduced | 60.0K | 52.5K | -7.5K |
| GABLES CAPITAL MANAGEMENT INC. | Reduced | 51.0K | 43.9K | -7.1K |
| ROYAL BANK OF CANADA | Reduced | 12.6K | 5.7K | -6.9K |
| LPL Financial LLC | Increased | 69.8K | 76.0K | +6.2K |
| Legal & General Group Plc | Increased | 169.1K | 174.9K | +5.8K |
| TWO SIGMA INVESTMENTS, LP | Reduced | 435.6K | 430.6K | -5.0K |
| Advisory Services Network, LLC | Sold Out | 3.7K | 0 | -3.7K |
| HIGHLINE WEALTH PARTNERS LLC | New | 0 | 3.3K | +3.3K |
| JPMORGAN CHASE & CO | New | 0 | 1.9K | +1.9K |
| Sound Income Strategies, LLC | Reduced | 72.8K | 71.0K | -1.8K |
| BlackRock, Inc. | Reduced | 72.9K | 71.1K | -1.8K |
| Snowden Capital Advisors LLC | Increased | 29.2K | 30.5K | +1.3K |
| GROUP ONE TRADING LLC | New | 0 | 1.2K | +1.2K |
| Rockefeller Capital Management L.P. | Sold Out | 1.1K | 0 | -1.1K |
| Vident Advisory, LLC | Increased | 23.2K | 24.3K | +1.0K |
| BNP PARIBAS FINANCIAL MARKETS | New | 0 | 889 | +889 |
| CANADA LIFE ASSURANCE Co | Increased | 24.4K | 25.0K | +613 |
| NewEdge Wealth, LLC | Increased | 16.8K | 17.4K | +597 |
| Northstar Advisory Group, LLC | Increased | 11.4K | 11.8K | +380 |
| Farther Finance Advisors, LLC | Reduced | 1.1K | 775 | -331 |
| Closed-End Fund Advisors, Inc. | Increased | 44.8K | 45.0K | +175 |
| JFS WEALTH ADVISORS, LLC | New | 0 | 85 | +85 |
| SIMPLEX TRADING, LLC | Reduced | 1.6K | 1.5K | -85 |
| Steward Partners Investment Advisory, LLC | New | 0 | 14 | +14 |
| Allworth Financial LP | Sold Out | 5 | 0 | -5 |
| PMV Capital Advisers, LLC | Sold Out | 4 | 0 | -4 |
| Caitong International Asset Management Co., Ltd | New | 0 | 4 | +4 |
| BANK OF AMERICA CORP /DE/ | Increased | 185.0K | 185.0K | +2 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.