CCIFCARLYLE CREDIT INCOME FUND
CUSIP 92535C104 · Yahoo Finance ↗ · Google Finance ↗
Carlyle Credit Income Fund (CCIF) has 34 institutional holders in Filings Flow’s 13F database, together reporting 3.20M shares worth $7M as of Q1 2026. The largest reported holders are Morgan Stanley, J.w. Cole Advisors, Inc., and Bulldog Investors, LLP.
Institutional Holders
34
Q1 2026
Reported Value
$7M
Ticker
CCIF
Quarters Tracked
8
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Arlington Capital Management, Inc.$177M AUM | 0.18% | $277,789 | 47.7K | Q3 2025OLDER |
| Bulldog Investors, LLP$445M AUM | 0.16% | $705,109 | 219.7K | Q1 2026OLDER |
| Thomas J. Herzfeld Advisors, Inc.$294M AUM | 0.14% | $405,227 | 126.2K | Q1 2026OLDER |
| Almitas Capital LLC$443M AUM | 0.11% | $506,169 | 157.7K | Q1 2026OLDER |
| GatePass Capital, LLC$214M AUM | 0.10% | $218,280 | 68.0K | Q1 2026OLDER |
| MELFA WEALTH MANAGEMENT, INC.$174M AUM | 0.10% | $170,045 | 53.0K | Q1 2026OLDER |
| CURA WEALTH ADVISORS, LLC$223M AUM | 0.05% | $114,664 | 35.7K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.03% | $1M | 305.4K | Q4 2025OLDER |
| Freestate Advisors LLC$134M AUM | 0.03% | $38,037 | 13.6K | Q2 2026 |
| HANCOCK WHITNEY CORP$5.8B AUM | 0.01% | $697,684 | 217.3K | Q1 2026OLDER |
| Walkner Condon Financial Advisors LLC$759M AUM | 0.01% | $67,704 | 11.6K | Q3 2025OLDER |
| Pasadena Private Wealth, LLC$723M AUM | 0.01% | $54,570 | 17.0K | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.01% | $176,720 | 55.1K | Q1 2026OLDER |
| Chung Wu Investment Group, LLC$116M AUM | 0.01% | $6,420 | 2.0K | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.01% | $96,203 | 30.0K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.00% | $134,095 | 41.8K | Q1 2026OLDER |
| DV EQUITIES, LLC$558M AUM | 0.00% | $9,877 | 2.1K | Q4 2025OLDER |
| Marex Group Ltd$15.8B AUM | 0.00% | $238,552 | 50.9K | Q4 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $75,948 | 23.7K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $19,575 | 6.1K | Q1 2026OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $12,840 | 4.0K | Q1 2026OLDER |
| WPG Advisers, LLC$136M AUM | 0.00% | $380 | 81 | Q4 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $183,310 | 57.1K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $3M | 627.3K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $53,137 | 16.6K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $666 | 142 | Q4 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $18,220 | 5.7K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $2,017 | 430 | Q4 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $108,618 | 33.8K | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $14,070 | 3.0K | Q4 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $91,585 | 28.5K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $55,382 | 17.3K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $2,761 | 860 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $84,118 | 26.2K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $2,806 | 874 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $2,029 | 632 | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $75 | 16 | Q4 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $3 | 1 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $5 | 2 | Q2 2026 |
| Guerra Advisors Inc$271M AUM | — | $0 | 0 | Q3 2025OLDER |
| CoreCap Advisors, LLC$3.4B AUM | — | $0 | 0 | Q2 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.