Carlyle Credit Income Fund
CCIF- Exchange
- NYSE
- SEC CIK
- 0001517767
No open-market purchases or sales by Carlyle Credit Income Fund insiders were filed in the last 90 days; 29 institutions reported holding it in 13F filings for Q2 2026, worth $9.34M in total; no superinvestor holds it.
Other share classesCCID
13F holders, Q2 2023
Institutional positions in Carlyle Credit Income Fund as of Jun 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 38
- 0 vs. Q1 2023
- Shares held
- 5.88M
- −426.8K (−6.8%) vs. Q1 2023
- Total value
- $57.9M
- −$3.92M (−6.3%) vs. Q1 2023
- New holders
- 4
- 7 more added
- Sold out
- 4
- 11 more reduced
Compare with Q1 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CCIF on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 29 | $9.34M |
| Q1 2026 | 32 | $10.1M |
| Q4 2025 | 38 | $13.8M |
| Q3 2025 | 27 | $13.3M |
| Q2 2025 | 27 | $12.9M |
| Q1 2025 | 26 | $12.2M |
| Q4 2024 | 24 | $11.2M |
| Q3 2024 | 19 | $10.1M |
| Q2 2024 | 22 | $8.14M |
| Q1 2024 | 22 | $9.52M |
| Q4 2023 | 23 | $13.1M |
| Q3 2023 | 25 | $23.4M |
| Q2 2023 | 38 | $57.9M |
| Q1 2023 | 38 | $61.8M |
| Q4 2022 | 44 | $57.4M |
| Q3 2022 | 43 | $55.9M |
| Q2 2022 | 41 | $57.8M |
| Q1 2022 | 36 | $57.7M |
| Q4 2021 | 36 | $52.1M |
| Q3 2021 | 40 | $54.2M |
| Q2 2021 | 38 | $56.7M |
| Q1 2021 | 40 | $53.3M |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding Carlyle Credit Income Fund; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wells Fargo & Company | 1 | $6 | 0.00% | −17,000−100.0% | Reduced |
| CWM, LLC | 182 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 500 | $4.00K | 0.00% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 819 | $8.14K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 860 | $8.55K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 1,000 | $9.95K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 1,397 | $13.9K | 0.00% | −1,716−55.1% | Reduced |
| Royal Bank of Canada | 4,000 | $40.0K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 5,669 | $56.4K | 0.00% | +4,869+608.6% | Added |
| Sea Otter Advisors LLC | 10,000 | $99.5K | 0.08% | +10,000 | New |
| Cantor Fitzgerald, L. P. | 11,195 | $111.3K | 0.00% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 11,466 | $114.0K | 0.02% | 00.0% | Unchanged |
| EWG Elevate Inc. | 11,485 | $114.2K | 0.05% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 11,799 | $117.3K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 12,085 | $120.2K | 0.00% | −2,934−19.5% | Reduced |
| Advisor Group Holdings, Inc. | 13,159 | $130.9K | 0.00% | +2,369+22.0% | Added |
| WealthPLAN Partners, LLC | 13,398 | $133.2K | 0.02% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 19,107 | $190.0K | 0.02% | +19,107 | New |
| Millennium Management LLC | 20,000 | $198.9K | 0.00% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 20,221 | $201.2K | 0.00% | −19,263−48.8% | Reduced |
| Melfa Wealth Management, LLC | 20,854 | $207.4K | 0.21% | +177+0.9% | Added |
| Alpine Global Management, LLC | 23,357 | $232.3K | 0.06% | +23,357 | New |
| TownSquare Capital, LLC | 30,427 | $302.6K | 0.01% | −579−1.9% | Reduced |
| Koshinski Asset Management, Inc. | 38,616 | $384.0K | 0.04% | +38,616 | New |
| HighTower Advisors, LLC | 40,320 | $402.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 58,189 | $579.0K | 0.00% | +210+0.4% | Added |
| Access Financial Services, Inc. | 69,620 | $692.4K | 0.40% | 00.0% | Unchanged |
| Riverbridge Partners LLC | 102,665 | $1.02M | 0.01% | −8,024−7.2% | Reduced |
| Cetera Advisor Networks LLC | 145,597 | $1.45M | 0.01% | −3,715−2.5% | Reduced |
| CSS LLC | 198,066 | $1.97M | 0.15% | +102,940+108.2% | Added |
| Envestnet Asset Management Inc | 224,086 | $2.23M | 0.00% | +22,609+11.2% | Added |
| Icon Advisers Inc | 329,697 | $3.28M | 0.83% | −89,550−21.4% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 465,034 | $4.10M | 1.63% | −40,666−8.0% | Reduced |
| Bulldog Investors, LLP | 420,111 | $4.18M | 1.38% | −12,814−3.0% | Reduced |
| Terrapin Asset Management, LLC | 473,155 | $4.71M | 6.59% | +163,022+52.6% | Added |
| Sit Investment Associates Inc | 573,636 | $5.71M | 0.15% | 00.0% | Unchanged |
| Saba Capital Management, L.P. | 844,031 | $8.39M | 0.28% | 00.0% | Unchanged |
| Relative Value Partners Group, LLC | 1,651,801 | $16.4M | 1.06% | −20,854−1.2% | Reduced |
| Almitas Capital LLC | 0 | $0 | 0.00% | −546,229−100.0% | Sold out |
| Centaurus Financial, Inc. | 0 | $0 | 0.00% | −25,884−100.0% | Sold out |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −14,140−100.0% | Sold out |
| Pekin Hardy Strauss, Inc. | 0 | $0 | 0.00% | −10,685−100.0% | Sold out |