Who Owns CARLYLE CREDIT INCOME (CCIF)? -- Institutional Holders (2026-06-30)

37 institutions reported holding $9.3M of CARLYLE CREDIT INCOME (CCIF) in SEC 13F filings for 2026-06-30. Largest institutional holders: Cambridge Investment Research Advisors, Inc. ($3.3M), MORGAN STANLEY ($1.6M), J.W. COLE ADVISORS, INC. ($875,418), Thomas J. Herzfeld Advisors, Inc. ($734,897), HANCOCK WHITNEY CORP ($606,398). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Cambridge Investment Research Advisors, Inc.$3.3M1.2MAdded
2MORGAN STANLEY$1.6M560,658Trimmed
3J.W. COLE ADVISORS, INC.$875,418313,770New
4Thomas J. Herzfeld Advisors, Inc.$734,897263,404Added
5HANCOCK WHITNEY CORP$606,398217,347Hold
6Eagle Point Credit Management LLC$519,531186,212Added
7Almitas Capital LLC$439,941157,685Hold
8Belpointe Asset Management LLC$170,33861,053Added
9Cetera Investment Advisers$151,18354,188Trimmed
10MELFA WEALTH MANAGEMENT, INC.$147,79652,974Hold
11Advisory Solutions Group, LLC$112,97840,494New
12CURA WEALTH ADVISORS, LLC$99,66235,721Hold
13XTX Topco Ltd$84,91430,435Trimmed
14CITADEL ADVISORS LLC$84,12730,153Added
15BlackRock, Inc.$73,11226,205Hold
16HARBOUR INVESTMENTS, INC.$69,44824,892Added
17JANE STREET GROUP, LLC$48,27017,301Added
18Pasadena Private Wealth, LLC$47,43017,000Hold
19OSAIC HOLDINGS, INC.$42,63115,280Trimmed
20LPL Financial LLC$41,18414,761Trimmed
21Freestate Advisors LLC$38,03713,633Added
22WEDBUSH SECURITIES INC$33,00011,918Trimmed
23TWO SIGMA SECURITIES, LLC$28,99410,392New
24Chung Wu Investment Group, LLC$5,5802,000Hold
25NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$2,399860Hold

Source: SEC Form 13F filings · as of 2026-06-30