As of the latest SEC filings, Merchants Bancorp (MBINL) is held by 8 institutional funds. The largest fund shareholder is Virtus InfraCap U.S. Preferred Stock ETF (PFFA), holding an estimated $45,775,598.40 in market value, representing 1.95% of its portfolio.
Funds holding Merchants Bancorp (MBINL)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- MBINL
- CIK:
- 0001629019
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
PFFA
Virtus InfraCap U.S. Preferred Stock ETF
|
ETF | Independent / Boutique | 1.95% | $45,775,598.40 | 1,900,980 | Apr 30, 2026 | Jun 22, 2026 |
|
PFF
iShares Preferred and Income Securities ETF
|
ETF | BlackRock / iShares | 0.12% | $15,595,924.78 | 654,466 | Mar 31, 2026 | May 26, 2026 |
|
PGX
Invesco Preferred ETF
|
ETF | Invesco | 0.21% | $8,285,353.80 | 336,803 | Feb 28, 2026 | Apr 28, 2026 |
|
KIFAX
WESTWOOD REAL ESTATE INCOME FUND
|
MF | Independent / Boutique | 1.94% | $4,721,004.40 | 196,055 | Apr 30, 2026 | Jun 25, 2026 |
|
PFFD
Global X U.S. Preferred ETF
|
ETF | Independent / Boutique | 0.19% | $4,268,272.20 | 173,507 | Feb 28, 2026 | Apr 29, 2026 |
|
AAIIX
Ancora Income Fund
|
MF | Independent / Boutique | 2.41% | $1,191,500.00 | 50,000 | Mar 31, 2026 | Jun 1, 2026 |
|
VIOAX
VELA INCOME OPPORTUNITIES FUND
|
MF | Independent / Boutique | 0.74% | $296,373.71 | 12,437 | Mar 31, 2026 | May 29, 2026 |
|
GPRF
Goldman Sachs Access U.S. Preferred Stock and Hybrid Securities ETF
|
ETF | Goldman Sachs | 0.08% | $94,193.40 | 3,829 | Feb 28, 2026 | Apr 28, 2026 |
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