5 institutions reported holding $3.3M of CLIFFWATER CORPORATE LENDING I (CCLFX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Financial Gravity Companies, Inc. ($2.3M), Wealthspire Advisors, LLC ($761,812), YOUSIF CAPITAL MANAGEMENT, LLC ($105,748), Luminist Capital LLC ($51,280), Pinnacle Wealth Management Advisory Group, LLC ($0). Source: SEC Form 13F.
| 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