23 institutions reported holding $1.7M of INVESTCORP CR MGMT BDC INC (ICMB) in SEC 13F filings for 2026-03-31. Largest institutional holders: Bulldog Investors, LLP ($966,784), Founders Financial Alliance, LLC ($479,189), CITADEL ADVISORS LLC ($51,840), North Ground Capital ($41,125), LPL Financial LLC ($37,116). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Bulldog Investors, LLP | $966,784 | 596,780 | Added |
| 2 | Founders Financial Alliance, LLC | $479,189 | 295,794 | New |
| 3 | CITADEL ADVISORS LLC | $51,840 | 32,000 | Trimmed |
| 4 | North Ground Capital | $41,125 | 25,386 | Trimmed |
| 5 | LPL Financial LLC | $37,116 | 22,911 | Added |
| 6 | TWO SIGMA SECURITIES, LLC | $33,395 | 20,614 | New |
| 7 | JANE STREET GROUP, LLC | $27,661 | 17,075 | New |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $27,439 | 16,938 | Hold |
| 9 | RAYMOND JAMES FINANCIAL INC | $18,042 | 11,137 | New |
| 10 | Alpine Global Management, LLC | $17,358 | 10,715 | New |
| 11 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $6,768 | 4,800 | Hold |
| 12 | UBS Group AG | $5,246 | 3,238 | Trimmed |
| 13 | Legacy Wealth Managment, LLC/ID | $4,050 | 2,500 | Hold |
| 14 | MORGAN STANLEY | $2,148 | 1,325 | Trimmed |
| 15 | Triumph Capital Management | $1,620 | 1,000 | Hold |
| 16 | MTM Investment Management, LLC | $810 | 500 | Hold |
| 17 | SIMPLEX TRADING, LLC | $810 | 500 | Added |
| 18 | Osbon Capital Management LLC | $765 | 472 | New |
| 19 | Allworth Financial LP | $29 | 18 | New |
| 20 | Rockefeller Capital Management L.P. | $0 | 0 | Exited |
| 21 | BANK OF AMERICA CORP /DE/ | $0 | 0 | Exited |
| 22 | OSAIC HOLDINGS, INC. | $0 | 0 | Exited |
| 23 | WESTBOURNE INVESTMENTS, INC. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31