Who Owns CARLYLE (CCIF)? -- Institutional Holders (2026-06-30)

37 institutions reported holding $9.3M of CARLYLE (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

来源：SEC 13F 申报文件 · 截至 2026-06-30