CCLFX — Cliffwater Corporate Lending I Institutional Holders · Q2 2026
Who owns Cliffwater Corporate Lending I (CCLFX)? 5 institutions reported holding $3.25M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Financial Gravity Companies, Inc. ($2.3M), Wealthspire Advisors, LLC ($761,812), Yousif Capital Management, LLC ($105,748).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Financial Gravity Companies, Inc. | $2.3M | 222,828 | Added |
| 2 | Wealthspire Advisors, LLC | $761,812 | 72,761 | New |
| 3 | YOUSIF CAPITAL MANAGEMENT, LLC | $105,748 | 10,100 | Hold |
| 4 | Luminist Capital LLC | $51,280 | 4,898 | Trimmed |
| 5 | Pinnacle Wealth Management Advisory Group, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30