Carlyle Credit Income FundCCIF
13F holders, Q2 2025 (June 30)27holders +1
8new positions
4sold out
$6.48avg. 13F price*
At the end of Q2 2025, 27 institutions reported holding Carlyle Credit Income Fund (CCIF) in their 13F filings, up 1 from Q1 2025. 8 opened new positions and 4 sold out. The largest holders were Cambridge Investment Research Advisors, Inc. ($3.4M), Morgan Stanley ($3.3M) and J.W. Cole Advisors, Inc. ($1.4M).
- Company
- Carlyle Credit Income Fund
- CUSIP
- 92535C104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $1.8M |
| Exits | 4 | $643K |
All 13F filers, Q1 2025 → Q2 2025: 531,664 shares bought and 115,634 shares sold, net +416,030 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 27 holders
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +7.5% | 531,744 | $3.4M |
| Morgan Stanley | 0.00% | Add +54.2% | 507,784 | $3.3M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +16.3% | 219,480 | $1.4M |
| Hancock Whitney Corp. | 0.03% | New | 217,347 | $1.4M |
| Virtus Investment Advisers, LLC | 0.40% | Add +0.3% | 181,994 | $1.2M |
| Cetera Investment Advisers | 0.00% | Reduce -19.9% | 82,777 | $536K |
| Access Financial Services, Inc. | 0.12% | No change | 49,823 | $323K |
| Naviter Wealth, LLC | 0.02% | No change | 30,102 | $195K |
| Melfa Wealth Management, Inc. | 0.09% | No change | 22,724 | $147K |
| Pasadena Private Wealth, LLC | 0.02% | No change | 20,500 | $133K |
| Icon Advisers Inc. | 0.03% | New | 19,127 | $124K |
| Osaic Holdings, Inc. | 0.00% | Add +34.4% | 17,135 | $111K |
| UBS Group AG | 0.00% | New | 17,112 | $111K |
| LPL Financial LLC | 0.00% | New | 12,879 | $83K |
| Avantax Advisory Services, Inc. | 0.00% | Add +1.5% | 12,539 | $81K |
| Walkner Condon Financial Advisors LLC | 0.01% | Add +4.9% | 11,016 | $71K |
| Freestate Advisors LLC | 0.06% | Add +5.1% | 10,886 | $71K |
| Wedbush Securities Inc. | 0.00% | New | 10,718 | $69K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 3,000 | $19K |
| CoreCap Advisors, LLC | 0.00% | Add +36.2% | 1,805 | $12K |
| Raymond James Financial Inc. | 0.00% | New | 974 | $6K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 860 | $6K |
| Geneos Wealth Management Inc. | 0.00% | New | 390 | $3K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 250 | $2K |
| WPG Advisers, LLC | 0.00% | New | 164 | $1K |
| Cwm, LLC | 0.00% | No change | 182 | $1K |
| Wells Fargo & Company | 0.00% | No change | 2 | $16 |
"% of holder's portfolio" is CCIF's weight in each manager's 13F, not the share of Carlyle Credit Income Fund the manager owns.