Carlyle Credit Income FundCCIF
13F holders, Q1 2025 (March 31)26holders +2
7new positions
5sold out
$6.76avg. 13F price*
At the end of Q1 2025, 26 institutions reported holding Carlyle Credit Income Fund (CCIF) in their 13F filings, up 2 from Q4 2024. 7 opened new positions and 5 sold out. The largest holders were Cambridge Investment Research Advisors, Inc. ($3.3M), Morgan Stanley ($2.2M) and Sabal Trust CO ($1.5M).
- Company
- Carlyle Credit Income Fund
- CUSIP
- 92535C104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $3.0M |
| Exits | 5 | $1.3M |
All 13F filers, Q4 2024 → Q1 2025: 555,507 shares bought and 167,471 shares sold, net +388,036 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 26 holders
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +3.5% | 494,708 | $3.3M |
| Morgan Stanley | 0.00% | Add +35.1% | 329,383 | $2.2M |
| Sabal Trust CO | 0.08% | No change | 217,347 | $1.5M |
| J.W. Cole Advisors, Inc. | 0.04% | New | 188,672 | $1.3M |
| Virtus Investment Advisers, LLC | 0.34% | New | 181,379 | $1.2M |
| Cetera Investment Advisers | 0.00% | Add +9.5% | 103,385 | $699K |
| Access Financial Services, Inc. | 0.14% | No change | 49,823 | $337K |
| Naviter Wealth, LLC | 0.03% | No change | 30,102 | $213K |
| HighTower Advisors, LLC | 0.00% | No change | 29,598 | $200K |
| Townsquare Capital LLC | 0.00% | No change | 26,660 | $180K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -0.4% | 26,244 | $177K |
| Melfa Wealth Management, Inc. | 0.10% | No change | 22,724 | $154K |
| Pasadena Private Wealth, LLC | 0.03% | New | 20,500 | $139K |
| AlphaQ Advisors LLC | 0.29% | New | 18,200 | $123K |
| Osaic Holdings, Inc. | 0.00% | Reduce -25.0% | 12,747 | $86K |
| Virtu Financial LLC | 0.00% | New | 12,524 | $85K |
| Avantax Advisory Services, Inc. | 0.00% | New | 12,358 | $84K |
| Walkner Condon Financial Advisors LLC | 0.01% | Add +4.3% | 10,501 | $71K |
| Freestate Advisors LLC | 0.07% | New | 10,357 | $70K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 3,000 | $20K |
| CoreCap Advisors, LLC | 0.00% | Reduce -10.6% | 1,325 | $9K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 860 | $6K |
| Noble Wealth Management PBC | 0.00% | No change | 500 | $3K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 250 | $2K |
| Cwm, LLC | 0.00% | No change | 182 | $1K |
| Wells Fargo & Company | 0.00% | Add +100.0% | 2 | $15 |
"% of holder's portfolio" is CCIF's weight in each manager's 13F, not the share of Carlyle Credit Income Fund the manager owns.