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.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Cambridge Investment Research Advisors, Inc. | $3.3M | 1.2M | Added |
| 2 | MORGAN STANLEY | $1.6M | 560,658 | Trimmed |
| 3 | J.W. COLE ADVISORS, INC. | $875,418 | 313,770 | New |
| 4 | Thomas J. Herzfeld Advisors, Inc. | $734,897 | 263,404 | Added |
| 5 | HANCOCK WHITNEY CORP | $606,398 | 217,347 | Hold |
| 6 | Eagle Point Credit Management LLC | $519,531 | 186,212 | Added |
| 7 | Almitas Capital LLC | $439,941 | 157,685 | Hold |
| 8 | Belpointe Asset Management LLC | $170,338 | 61,053 | Added |
| 9 | Cetera Investment Advisers | $151,183 | 54,188 | Trimmed |
| 10 | MELFA WEALTH MANAGEMENT, INC. | $147,796 | 52,974 | Hold |
| 11 | Advisory Solutions Group, LLC | $112,978 | 40,494 | New |
| 12 | CURA WEALTH ADVISORS, LLC | $99,662 | 35,721 | Hold |
| 13 | XTX Topco Ltd | $84,914 | 30,435 | Trimmed |
| 14 | CITADEL ADVISORS LLC | $84,127 | 30,153 | Added |
| 15 | BlackRock, Inc. | $73,112 | 26,205 | Hold |
| 16 | HARBOUR INVESTMENTS, INC. | $69,448 | 24,892 | Added |
| 17 | JANE STREET GROUP, LLC | $48,270 | 17,301 | Added |
| 18 | Pasadena Private Wealth, LLC | $47,430 | 17,000 | Hold |
| 19 | OSAIC HOLDINGS, INC. | $42,631 | 15,280 | Trimmed |
| 20 | LPL Financial LLC | $41,184 | 14,761 | Trimmed |
| 21 | Freestate Advisors LLC | $38,037 | 13,633 | Added |
| 22 | WEDBUSH SECURITIES INC | $33,000 | 11,918 | Trimmed |
| 23 | TWO SIGMA SECURITIES, LLC | $28,994 | 10,392 | New |
| 24 | Chung Wu Investment Group, LLC | $5,580 | 2,000 | Hold |
| 25 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2,399 | 860 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30