Cliffwater Corp. Lndng-ICCLFX

13F holders, Q2 2026 (June 30)
4holders −1
1new positions
1sold out
$10.47avg. 13F price*

At the end of Q2 2026, 4 institutions reported holding Cliffwater Corp. Lndng-I (CCLFX) in their 13F filings, down 1 from Q1 2026. 1 opened new positions and 1 sold out. The largest holders were Financial Gravity Companies, Inc. ($2.3M), Wealthspire Advisors, LLC ($762K) and Yousif Capital Management, LLC ($106K).

Company
Cliffwater Corp. Lndng-I
CUSIP
186854204
Latest filing quarter
Q2 2026

History

Number of 13F holders

012345 Q1 2024: 1Q1 2024Q2 2024: 2Q2 2024Q3 2024: 1Q3 2024Q4 2024: 2Q4 2024Q1 2025: 4Q1 2025Q2 2025: 2Q2 2025Q3 2025: 3Q3 2025Q4 2025: 3Q4 2025Q1 2026: 5Q1 2026Q2 2026: 4Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions1$762K
Exits1$5.4M

All 13F filers, Q1 2026 → Q2 2026: 72,761 shares bought and 512,974 shares sold, net −440,213 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 4 holders

Financial Gravity Companies, Inc. 0.38% — 222,828 $2.3M
Wealthspire Advisors, LLC 0.00% New 72,761 $762K
Yousif Capital Management, LLC 0.00% No change 10,100 $106K
Luminist Capital LLC 0.06% Reduce -16.2% 4,898 $51K

"% of holder's portfolio" is CCLFX's weight in each manager's 13F, not the share of Cliffwater Corp. Lndng-I the manager owns.