2 institutions reported holding $268,045 of CARLYLE TACTICAL PRIVATE CREDIT FUND CLASS I (TAKNX) in SEC 13F filings for 2026-03-31. Largest institutional holders: Financial Gravity Asset Management, Inc. ($268,045), BIP Wealth, LLC ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Financial Gravity Asset Management, Inc. | $268,045 | 33,339 | Added |
| 2 | BIP Wealth, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31