Who owns Carlyle Credit Income Fund?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of CCIF from SEC Form 13F filings across 30 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 30 institutions disclosed 2.2M shares of Carlyle Credit Income Fund worth $6.0M — about 10.2% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
30
13F holders
$6.0M
value, 2026 filers
10.2%
of shares outstanding (2.2M sh)
5
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of CCIF's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 560,658 | $1.6M | 0.0% | 2.6% | -4.0% |
| 2 | J.W. COLE ADVISORS, INC.NEW | 313,770 | $875,418 | 0.0% | 1.5% | new |
| 3 | Thomas J. Herzfeld Advisors, Inc. | 263,404 | $734,897 | 0.2% | 1.2% | +108.7% |
| 4 | HANCOCK WHITNEY CORP | 217,347 | $606,398 | 0.0% | 1% | 0.0% |
| 5 | Eagle Point Credit Management LLC | 186,212 | $519,531 | 0.8% | 0.9% | +19.8% |
| 6 | Almitas Capital LLC | 157,685 | $439,941 | 0.1% | 0.7% | 0.0% |
| 7 | Belpointe Asset Management LLC | 61,053 | $170,338 | 0.0% | 0.3% | +10.9% |
| 8 | Cetera Investment Advisers | 54,188 | $151,183 | 0.0% | 0.3% | -5.1% |
| 9 | MELFA WEALTH MANAGEMENT, INC. | 52,974 | $147,796 | 0.1% | 0.2% | 0.0% |
| 10 | Advisory Solutions Group, LLCNEW | 40,494 | $112,978 | 0.0% | 0.2% | new |
| 11 | CURA WEALTH ADVISORS, LLC | 35,721 | $99,662 | 0.0% | 0.2% | 0.0% |
| 12 | XTX Topco Ltd | 30,435 | $84,914 | 0.0% | 0.1% | -27.1% |
| 13 | CITADEL ADVISORS LLC | 30,153 | $84,127 | 0.0% | 0.1% | +5.7% |
| 14 | BlackRock, Inc. | 26,205 | $73,112 | 0.0% | 0.1% | 0.0% |
| 15 | HARBOUR INVESTMENTS, INC. | 24,892 | $69,448 | 0.0% | 0.1% | +5.2% |
| 16 | JANE STREET GROUP, LLC | 17,301 | $48,270 | 0.0% | 0.1% | +0.3% |
| 17 | Pasadena Private Wealth, LLC | 17,000 | $47,430 | 0.0% | 0.1% | 0.0% |
| 18 | OSAIC HOLDINGS, INC. | 15,280 | $42,631 | 0.0% | 0.1% | -7.7% |
| 19 | LPL Financial LLC | 14,761 | $41,184 | 0.0% | 0.1% | -56.4% |
| 20 | Freestate Advisors LLC | 13,633 | $38,037 | 0.0% | 0.1% | +3.7% |
| 21 | WEDBUSH SECURITIES INC | 11,918 | $33 | 0.0% | 0.1% | -25.1% |
| 22 | TWO SIGMA SECURITIES, LLCNEW | 10,392 | $28,994 | 0.0% | 0% | new |
| 23 | MERCER GLOBAL ADVISORS INC /ADVNEW | 8,119 | $22,652 | 0.0% | 0% | new |
| 24 | Chung Wu Investment Group, LLC | 2,000 | $5,580 | 0.0% | 0% | 0.0% |
| 25 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 860 | $2,399 | 0.0% | 0% | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.