Crescent Capital BDC Inc (CCAP)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Beach Point Capital Management LP

INCREASED

Shares515,892 from 36,817

Change+479,075 (+1301%)

Value$4.7M (+$4.3M)

Filed 2026-10-20

Muzinich & Co., Inc.

UNCHANGED

Shares155,186 from 155,186

Change0 (0%)

Value$1.4M (-$270.0K)

Filed 2026-10-22

Sumitomo Mitsui Trust Group, Inc.

UNCHANGED

Shares152,822 from 152,822

Change0 (0%)

Value$1.4M (-$265.9K)

Filed 2026-10-29

Y-Intercept (Hong Kong) Ltd

NEW

Shares120,766

Change+120,766

Value$1.1M

Filed 2026-10-16

Adams Asset Advisors, LLC

INCREASED

Shares119,066 from 109,828

Change+9,238 (+8%)

Value$1.1M (-$106.3K)

Filed 2026-10-08

Hennion & Walsh Asset Management, Inc.

DECREASED

Shares70,716 from 110,715

Change-39,999 (-36%)

Value$649.2K (-$559.8K)

Filed 2026-10-13

Oppenheimer & Co Inc

DECREASED

Shares65,859 from 76,151

Change-10,292 (-14%)

Value$604.6K (-$227.0K)

Filed 2026-10-26

Pettinga Financial Advisors LLC

DECREASED

Shares64,913 from 69,301

Change-4,388 (-6%)

Value$595.9K (-$160.9K)

Filed 2026-10-13

Beverly Hills Private Wealth, LLC

DECREASED

Shares63,527 from 83,161

Change-19,634 (-24%)

Value$583.2K (-$324.9K)

Filed 2026-11-04

Closed-End Fund Advisors, Inc.

DECREASED

Shares49,477 from 51,426

Change-1,949 (-4%)

Value$454.2K (-$107.4K)

Filed 2026-11-04

Confluence Investment Management LLC

INCREASED

Shares39,579 from 35,410

Change+4,169 (+12%)

Value$363.3K (-$23.3K)

Filed 2026-10-01

Silverberg Bernstein Capital Management LLC

INCREASED

Shares34,407 from 29,560

Change+4,847 (+16%)

Value$315.9K (-$6.9K)

Filed 2026-10-13

MacKenzie Financial Corp

UNCHANGED

Shares32,930 from 32,930

Change0 (0%)

Value$302.3K (-$57.3K)

Filed 2026-11-02

TT Capital Management LLC

INCREASED

Shares27,600 from 25,267

Change+2,333 (+9%)

Value$253.4K (-$22.5K)

Filed 2026-10-15

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares23,659 from 21,787

Change+1,872 (+9%)

Value$217.0K (-$21.0K)

Filed 2026-11-02

TrueMark Investments, LLC

INCREASED

Shares19,218 from 17,847

Change+1,371 (+8%)

Value$176.4K (-$18.5K)

Filed 2026-11-05

Fifth Third Bancorp

UNCHANGED

Shares16,390 from 16,390

Change0 (0%)

Value$150.5K (-$28.5K)

Filed 2026-11-05

SMH Capital Advisors Inc

UNCHANGED

Shares15,527 from 15,527

Change0 (0%)

Value$142.5K (-$27.0K)

Filed 2026-10-29

Catalyst Capital Advisors LLC

UNCHANGED

Shares15,527 from 15,527

Change0 (0%)

Value$142.5K (-$27.0K)

Filed 2026-11-02

LMG Wealth Partners, LLC

DECREASED

Shares15,252 from 15,263

Change-11 (0%)

Value$140.0K (-$26.7K)

Filed 2026-11-05

Commonwealth Equity Services, LLC

DECREASED

Shares12,172 from 18,765

Change-6,593 (-35%)

Value$111.7K (-$93.2K)

Filed 2026-11-02

BI Asset Management Fondsmaeglerselskab A/S

DECREASED

Shares10,901 from 13,877

Change-2,976 (-21%)

Value$100.0K (-$52.0K)

Filed 2026-10-22

Clayton Financial Group LLC

NEW

Shares2,779

Change+2,779

Value$25.5K

Filed 2026-10-13

Simplex Trading, LLC

INCREASED

Shares1,170 from 752

Change+418 (+56%)

Value$10.7K (+$2.5K)

Filed 2026-11-04

Valley National Advisers Inc

UNCHANGED

Shares600 from 600

Change0 (0%)

Value$5.5K (-$1.0K)

Filed 2026-10-23

Avion Wealth

INCREASED

Shares357 from 346

Change+11 (+3%)

Value$3 ($0)

Filed 2026-11-04

Caitong International Asset Management Co., Ltd

DECREASED

Shares26 from 50

Change-24 (-48%)

Value$239 (-$307)

Filed 2026-10-29

Compass Financial Management LLC

UNCHANGED

Shares22 from 22

Change0 (0%)

Value$202 (-$53)

Filed 2026-10-30

Beaumont Financial Advisors, LLC

CLOSED

Shares0 from 10,814

Change-10,814 (-100%)

Value$0 (-$118.1K)

Filed 2026-10-22

Texas County & District Retirement System

N/A

Shares— from 5,001,752

Change-5,001,752 (-100%)

Value—

Fidelity National Financial, Inc.

N/A

Shares— from 4,205,307

Change-4,205,307 (-100%)

Value—

Blackstone Inc.

N/A

Shares— from 4,205,306

Change-4,205,306 (-100%)

Value—

SUN Life Financial Inc

N/A

Shares— from 2,226,308

Change-2,226,308 (-100%)

Value—

Ares Management LLC

N/A

Shares— from 1,088,183

Change-1,088,183 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 1,000,313

Change-1,000,313 (-100%)

Value—

Rivernorth Capital Management, LLC

N/A

Shares— from 702,796

Change-702,796 (-100%)

Value—

North Ground Capital

N/A

Shares— from 520,800

Change-520,800 (-100%)

Value—

UBS Group AG

N/A

Shares— from 501,743

Change-501,743 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 441,119

Change-441,119 (-100%)

Value—

Bulldog Investors, LLPA

N/A

Shares— from 437,177

Change-437,177 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 432,866

Change-432,866 (-100%)

Value—

Almitas Capital LLC

N/A

Shares— from 356,905

Change-356,905 (-100%)

Value—

Aspen Grove Capital, LLC

N/A

Shares— from 319,072

Change-319,072 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 299,198

Change-299,198 (-100%)

Value—

Condor Capital Management

N/A

Shares— from 279,959

Change-279,959 (-100%)

Value—

Callodine Capital Management, LP

N/A

Shares— from 191,958

Change-191,958 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 188,147

Change-188,147 (-100%)

Value—

Van Eck Associates Corp

N/A

Shares— from 165,366

Change-165,366 (-100%)

Value—

Cerberus Capital Management, L.P.

N/A

Shares— from 160,000

Change-160,000 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 129,484

Change-129,484 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 125,400

Change-125,400 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 124,618

Change-124,618 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 112,745

Change-112,745 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 98,589

Change-98,589 (-100%)

Value—

Denali Advisors LLC

N/A

Shares— from 96,746

Change-96,746 (-100%)

Value—

Icon Advisers Inc

N/A

Shares— from 92,787

Change-92,787 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 89,677

Change-89,677 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 85,398

Change-85,398 (-100%)

Value—

Alpine Global Management, LLC

N/A

Shares— from 82,521

Change-82,521 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 78,247

Change-78,247 (-100%)

Value—

Virtus Investment Advisers, LLC

N/A

Shares— from 47,621

Change-47,621 (-100%)

Value—

Curi Capital, LLC

N/A

Shares— from 45,000

Change-45,000 (-100%)

Value—

&partners

N/A

Shares— from 43,045

Change-43,045 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 41,064

Change-41,064 (-100%)

Value—

UMB Bank, n.a.

N/A

Shares— from 36,050

Change-36,050 (-100%)

Value—

SCS Capital Management LLC

N/A

Shares— from 28,814

Change-28,814 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 27,221

Change-27,221 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 27,118

Change-27,118 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 17,132

Change-17,132 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 14,973

Change-14,973 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 13,845

Change-13,845 (-100%)

Value—

Ethos Financial Group, LLC

N/A

Shares— from 13,553

Change-13,553 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 13,238

Change-13,238 (-100%)

Value—

Geode Capital Management, LLC

N/A

Shares— from 12,883

Change-12,883 (-100%)

Value—

Anchor Investment Management, LLC

N/A

Shares— from 11,267

Change-11,267 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 10,427

Change-10,427 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 10,208

Change-10,208 (-100%)

Value—

VPR Management LLC

N/A

Shares— from 9,000

Change-9,000 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 8,192

Change-8,192 (-100%)

Value—

LSV Asset Management

N/A

Shares— from 7,300

Change-7,300 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 2,027

Change-2,027 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 1,697

Change-1,697 (-100%)

Value—

Nomura Asset Management Co LTD

N/A

Shares— from 1,017

Change-1,017 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 500

Change-500 (-100%)

Value—

Swan Capital LLC

N/A

Shares— from 264

Change-264 (-100%)

Value—

Gunpowder Capital Management, LLC dba Oliver Wealth Management

N/A

Shares— from 131

Change-131 (-100%)

Value—

Allied Private Wealth LLC

N/A

Shares— from 50

Change-50 (-100%)

Value—

	Status
Beach Point Capital Management LP	INCREASED	515,892	36,817	+479,075	+1301%	$402.0K	$4.7M	+$4.3M	2026-10-20
Muzinich & Co., Inc.	UNCHANGED	155,186	155,186	0	0%	$1.7M	$1.4M	-$270.0K	2026-10-22
Sumitomo Mitsui Trust Group, Inc.	UNCHANGED	152,822	152,822	0	0%	$1.7M	$1.4M	-$265.9K	2026-10-29
Y-Intercept (Hong Kong) Ltd	NEW	120,766	—	+120,766	—	—	$1.1M	—	2026-10-16
Adams Asset Advisors, LLC	INCREASED	119,066	109,828	+9,238	+8%	$1.2M	$1.1M	-$106.3K	2026-10-08
Hennion & Walsh Asset Management, Inc.	DECREASED	70,716	110,715	-39,999	-36%	$1.2M	$649.2K	-$559.8K	2026-10-13
Oppenheimer & Co Inc	DECREASED	65,859	76,151	-10,292	-14%	$831.6K	$604.6K	-$227.0K	2026-10-26
Pettinga Financial Advisors LLC	DECREASED	64,913	69,301	-4,388	-6%	$756.8K	$595.9K	-$160.9K	2026-10-13
Beverly Hills Private Wealth, LLC	DECREASED	63,527	83,161	-19,634	-24%	$908.1K	$583.2K	-$324.9K	2026-11-04
Closed-End Fund Advisors, Inc.	DECREASED	49,477	51,426	-1,949	-4%	$561.6K	$454.2K	-$107.4K	2026-11-04
Confluence Investment Management LLC	INCREASED	39,579	35,410	+4,169	+12%	$386.7K	$363.3K	-$23.3K	2026-10-01
Silverberg Bernstein Capital Management LLC	INCREASED	34,407	29,560	+4,847	+16%	$322.8K	$315.9K	-$6.9K	2026-10-13
MacKenzie Financial Corp	UNCHANGED	32,930	32,930	0	0%	$359.6K	$302.3K	-$57.3K	2026-11-02
TT Capital Management LLC	INCREASED	27,600	25,267	+2,333	+9%	$275.9K	$253.4K	-$22.5K	2026-10-15
Cambridge Investment Research Advisors, Inc.	INCREASED	23,659	21,787	+1,872	+9%	$238.0K	$217.0K	-$21.0K	2026-11-02
TrueMark Investments, LLC	INCREASED	19,218	17,847	+1,371	+8%	$194.9K	$176.4K	-$18.5K	2026-11-05
Fifth Third Bancorp	UNCHANGED	16,390	16,390	0	0%	$179.0K	$150.5K	-$28.5K	2026-11-05
SMH Capital Advisors Inc	UNCHANGED	15,527	15,527	0	0%	$169.6K	$142.5K	-$27.0K	2026-10-29
Catalyst Capital Advisors LLC	UNCHANGED	15,527	15,527	0	0%	$169.6K	$142.5K	-$27.0K	2026-11-02
LMG Wealth Partners, LLC	DECREASED	15,252	15,263	-11	0%	$166.7K	$140.0K	-$26.7K	2026-11-05
Commonwealth Equity Services, LLC	DECREASED	12,172	18,765	-6,593	-35%	$204.9K	$111.7K	-$93.2K	2026-11-02
BI Asset Management Fondsmaeglerselskab A/S	DECREASED	10,901	13,877	-2,976	-21%	$152.0K	$100.0K	-$52.0K	2026-10-22
Clayton Financial Group LLC	NEW	2,779	—	+2,779	—	—	$25.5K	—	2026-10-13
Simplex Trading, LLC	INCREASED	1,170	752	+418	+56%	$8.2K	$10.7K	+$2.5K	2026-11-04
Valley National Advisers Inc	UNCHANGED	600	600	0	0%	$6.6K	$5.5K	-$1.0K	2026-10-23
Avion Wealth	INCREASED	357	346	+11	+3%	$3	$3	$0	2026-11-04
Caitong International Asset Management Co., Ltd	DECREASED	26	50	-24	-48%	$546	$239	-$307	2026-10-29
Compass Financial Management LLC	UNCHANGED	22	22	0	0%	$255	$202	-$53	2026-10-30
Beaumont Financial Advisors, LLC	CLOSED	0	10,814	-10,814	-100%	$118.1K	$0	-$118.1K	2026-10-22
Texas County & District Retirement System	N/A	—	5,001,752	-5,001,752	-100%	$54.6M	—	—	—
Fidelity National Financial, Inc.	N/A	—	4,205,307	-4,205,307	-100%	$45.9M	—	—	—
Blackstone Inc.	N/A	—	4,205,306	-4,205,306	-100%	$45.9M	—	—	—
SUN Life Financial Inc	N/A	—	2,226,308	-2,226,308	-100%	$24.3M	—	—	—
Ares Management LLC	N/A	—	1,088,183	-1,088,183	-100%	$11.9M	—	—	—
Invesco Ltd.	N/A	—	1,000,313	-1,000,313	-100%	$10.9M	—	—	—
Rivernorth Capital Management, LLC	N/A	—	702,796	-702,796	-100%	$7.7M	—	—	—
North Ground Capital	N/A	—	520,800	-520,800	-100%	$5.7M	—	—	—
UBS Group AG	N/A	—	501,743	-501,743	-100%	$5.5M	—	—	—
Mariner, LLC	N/A	—	441,119	-441,119	-100%	$4.8M	—	—	—
Bulldog Investors, LLPA	N/A	—	437,177	-437,177	-100%	$4.8M	—	—	—
Russell Investments Group, Ltd.	N/A	—	432,866	-432,866	-100%	$4.7M	—	—	—
Almitas Capital LLC	N/A	—	356,905	-356,905	-100%	$3.9M	—	—	—
Aspen Grove Capital, LLC	N/A	—	319,072	-319,072	-100%	$3.0M	—	—	—
Focus Partners Wealth	N/A	—	299,198	-299,198	-100%	$3.3M	—	—	—
Condor Capital Management	N/A	—	279,959	-279,959	-100%	$3.1M	—	—	—
Callodine Capital Management, LP	N/A	—	191,958	-191,958	-100%	$2.1M	—	—	—
Wells Fargo & Company	N/A	—	188,147	-188,147	-100%	$2.1M	—	—	—
Van Eck Associates Corp	N/A	—	165,366	-165,366	-100%	$1.8M	—	—	—
Cerberus Capital Management, L.P.	N/A	—	160,000	-160,000	-100%	$1.7M	—	—	—
HighTower Advisors, LLC	N/A	—	129,484	-129,484	-100%	$1.4M	—	—	—
Two Sigma Investments, LP	N/A	—	125,400	-125,400	-100%	$1.4M	—	—	—
BlackRock, Inc.	N/A	—	124,618	-124,618	-100%	$1.4M	—	—	—
Raymond James Financial Inc	N/A	—	112,745	-112,745	-100%	$1.2M	—	—	—
Bank of America Corp	N/A	—	98,589	-98,589	-100%	$1.1M	—	—	—
Denali Advisors LLC	N/A	—	96,746	-96,746	-100%	$1.1M	—	—	—
Icon Advisers Inc	N/A	—	92,787	-92,787	-100%	$1.0M	—	—	—
Morgan Stanley	N/A	—	89,677	-89,677	-100%	$979.3K	—	—	—
Captrust Financial Advisors	N/A	—	85,398	-85,398	-100%	$932.5K	—	—	—
Alpine Global Management, LLC	N/A	—	82,521	-82,521	-100%	$901.1K	—	—	—
Trexquant Investment LP	N/A	—	78,247	-78,247	-100%	$854.5K	—	—	—
Virtus Investment Advisers, LLC	N/A	—	47,621	-47,621	-100%	$520.0K	—	—	—
Curi Capital, LLC	N/A	—	45,000	-45,000	-100%	$491.4K	—	—	—
&partners	N/A	—	43,045	-43,045	-100%	$470.1K	—	—	—
Royal Bank of Canada	N/A	—	41,064	-41,064	-100%	$449.0K	—	—	—
UMB Bank, n.a.	N/A	—	36,050	-36,050	-100%	$393.7K	—	—	—
SCS Capital Management LLC	N/A	—	28,814	-28,814	-100%	$314.6K	—	—	—
Stifel Financial Corp	N/A	—	27,221	-27,221	-100%	$297.3K	—	—	—
IEQ Capital, LLC	N/A	—	27,118	-27,118	-100%	$296.1K	—	—	—
Envestnet Asset Management Inc	N/A	—	17,132	-17,132	-100%	$187.1K	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	14,973	-14,973	-100%	$163.5K	—	—	—
XTX Topco Ltd	N/A	—	13,845	-13,845	-100%	$151.2K	—	—	—
Ethos Financial Group, LLC	N/A	—	13,553	-13,553	-100%	$148.0K	—	—	—
Janney Montgomery Scott LLC	N/A	—	13,238	-13,238	-100%	$145.0K	—	—	—
Geode Capital Management, LLC	N/A	—	12,883	-12,883	-100%	$140.7K	—	—	—
Anchor Investment Management, LLC	N/A	—	11,267	-11,267	-100%	$123.0K	—	—	—
Engineers Gate Manager LP	N/A	—	10,427	-10,427	-100%	$113.9K	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	10,208	-10,208	-100%	$111.5K	—	—	—
VPR Management LLC	N/A	—	9,000	-9,000	-100%	$98.3K	—	—	—
Osaic Holdings, Inc.	N/A	—	8,192	-8,192	-100%	$89.5K	—	—	—
LSV Asset Management	N/A	—	7,300	-7,300	-100%	$80.0K	—	—	—
BNP Paribas Financial Markets	N/A	—	2,027	-2,027	-100%	$22.1K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	1,697	-1,697	-100%	$18.5K	—	—	—
Nomura Asset Management Co LTD	N/A	—	1,017	-1,017	-100%	$11.1K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	500	-500	-100%	$5.5K	—	—	—
Swan Capital LLC	N/A	—	264	-264	-100%	$2.9K	—	—	—
Gunpowder Capital Management, LLC dba Oliver Wealth Management	N/A	—	131	-131	-100%	$1.4K	—	—	—
Allied Private Wealth LLC	N/A	—	50	-50	-100%	$552	—	—	—

Showing 87 of 87 institutions