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UBS Asset Mgmt High Yield CR SHS BEN INT New

CUSIP: 22544F202 | 16 institutional holders

Quarters

Q3 2026
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Beneficial Ownership — 13D / 13G

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5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13GFirst Trust Portfolios L.P.2,383,66117.3%+209,213Oct 31, 2026No 13F filer matched
13GFirst Trust Portfolios L.P.2,383,661
17.3% of class · Oct 31, 2026

Institutional Holders — Q3 2026

Absolute Investment Advisers, LLC266,775
0.4% of portfolio›$4.3M
Matisse Capital115,094
0.7% of portfolio›$1.8M
Rareview Capital LLC114,537
0.9% of portfolio›$1.8M
LPL Financial LLC69,510
0.0% of portfolio›$1.1M
Park Avenue Securities LLC61,251
0.0% of portfolio›$980
Fiera Capital Corp60,766
0.0% of portfolio›$972.3K
Commonwealth Equity Services, LLC31,794
0.0% of portfolio›$508.7K
Integrated Capital Management, Inc.14,098
0.2% of portfolio›$225.6K
Collaborative Wealth Managment Inc.12,707
0.1% of portfolio›$203.3K
Harbour Investments, Inc.12,477
0.0% of portfolio›$199.6K
TrueMark Investments, LLC12,120
0.0% of portfolio›$193.9K
Quaker Wealth Management, LLC500
0.0% of portfolio›$805
CoreCap Advisors, LLC449
0.0% of portfolio›$7.2K
Highline Wealth Partners LLC140
0.0% of portfolio›$2.2K
EverSource Wealth Advisors, LLC93
0.0% of portfolio›$1.5K
Farther Finance Advisors, LLC10
0.0% of portfolio›$160
StyleTurnoverLocationFiled
Absolute Investment Advisers, LLC
266,775$4.3M0.4%YieldHighRosemary Beach, FL2026-10-21
Matisse Capital
115,094$1.8M0.7%ValueMediumPortland, OR2026-10-29
Rareview Capital LLC
114,537$1.8M0.9%YieldMediumLas Vegas, NV2026-11-05
LPL Financial LLC
69,510$1.1M0.0%IndexVery LowFort Mill, SC2026-11-06
Park Avenue Securities LLC
61,251$9800.0%ETFMediumNew York, NY2026-10-26
Fiera Capital Corp
60,766$972.3K0.0%CoreLowMontreal, Austria2026-11-06
Commonwealth Equity Services, LLC
31,794$508.7K0.0%ETFLowWaltham, MA2026-11-02
Integrated Capital Management, Inc.
14,098$225.6K0.2%ETFLowJessup, PA2026-10-09
Collaborative Wealth Managment Inc.
12,707$203.3K0.1%ETFMediumLake Mary, FL2026-11-06
Harbour Investments, Inc.
12,477$199.6K0.0%ETFLowMadison, WI2026-11-09
TrueMark Investments, LLC
12,120$193.9K0.0%YieldHighChicago, IL2026-11-05
Quaker Wealth Management, LLC
500$8050.0%ETFMediumMoorestown, NJ2026-10-22
CoreCap Advisors, LLC
449$7.2K0.0%ETFMediumSouthfield, MI2026-10-08
Highline Wealth Partners LLC
140$2.2K0.0%ETFMediumSherman Oaks, CA2026-10-19
EverSource Wealth Advisors, LLC
93$1.5K0.0%CoreMediumBirmingham, AL2026-11-04
Farther Finance Advisors, LLC
10$1600.0%IndexLowSan Francisco, CA2026-10-08
+209,213
No 13F filer matched