MML Investors Services
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MML Investors Services’s Hercules Capital HTGC Stock Holding History

MML Investors Services’s Portfolio HTGC Stock Details HTGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$588K Buy
37,265
+13,519
+57% +$210K ﹤0.01% 2359
2026
Q1 		$351K Sell
23,746
-3,344
-12% -$54.6K ﹤0.01% 2463
2025
Q4 		$510K Buy
27,090
+4,987
+23% +$90K ﹤0.01% 2258
2025
Q3 		$418K Buy
22,103
+1,178
+6% +$22.6K ﹤0.01% 2284
2025
Q2 		$383K Buy
20,925
+28
+0.1% +$496 ﹤0.01% 2269
2025
Q1 		$401K Sell
20,897
-1,081
-5% -$21.8K ﹤0.01% 2133
2024
Q4 		$442K Sell
21,978
-4,543
-17% -$88.7K ﹤0.01% 2000
2024
Q3 		$521K Buy
26,521
+1,851
+8% +$36.5K ﹤0.01% 1829
2024
Q2 		$505K Sell
24,670
-434
-2% -$8.35K ﹤0.01% 1786
2024
Q1 		$463K Sell
25,104
-2,157
-8% -$38.3K ﹤0.01% 1836
2023
Q4 		$454K Buy
27,261
+1,081
+4% +$17.1K ﹤0.01% 1811
2023
Q3 		$430K Buy
26,180
+1,717
+7% +$28.1K ﹤0.01% 1720
2023
Q2 		$362K Buy
24,463
+2,794
+13% +$38.3K ﹤0.01% 1827
2023
Q1 		$279K Buy
21,669
+1,707
+9% +$23.9K ﹤0.01% 1712
2022
Q4 		$264K Buy
19,962
+8
+0% +$109 ﹤0.01% 1860
2022
Q3 		$231K Buy
19,954
+9,480
+91% +$135K ﹤0.01% 1841
2022
Q2 		$141K Buy
+10,474
New +$164K ﹤0.01% 1952
2018
Q4 		– Sell
-11,904
Closed -$157K – 1541
2018
Q3 		$157K Sell
11,904
-472
-4% -$6.3K ﹤0.01% 1534
2018
Q2 		$157K Sell
12,376
-3,803
-24% -$47K ﹤0.01% 1302
2018
Q1 		$196K Buy
+16,179
New +$203K ﹤0.01% 1287

Other funds holding HTGC

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

MML Investors Services's HTGC Position: Q2 2026 in Review

MML Investors Services increased its Hercules Capital (HTGC) stake by 57% in Q2 2026, buying an estimated $210K and bringing the position to 37,265 shares worth $588K. The position accounts for ﹤0.01% of the portfolio, ranked #2359.

MML Investors Services first reported a position in HTGC in Q1 2018 and has held it in 20 quarters since. 188 funds tracked by Wall St. Rank hold HTGC as of Q2 2026.

  • MML Investors Services held 37,265 shares of Hercules Capital worth $588K as of Q2 2026.
  • MML Investors Services bought 13,519 Hercules Capital shares in Q2 2026, an estimated $210K.
  • Hercules Capital made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #2359 holding.
  • MML Investors Services first reported a position in Hercules Capital in Q1 2018 and has held it in 20 quarters since.
  • 188 funds tracked by Wall St. Rank held Hercules Capital as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.