Carlyle Credit Income Fund (CCIF)

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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Cambridge Investment Research Advisors, Inc.

INCREASED

Shares1,229,159 from 1,188,599

Change+40,560 (+3%)

Value$3.0K (-$3.3M)

Filed 2026-11-02

J.W. Cole Advisors, Inc.

INCREASED

Shares325,089 from 313,770

Change+11,319 (+4%)

Value$790.0K (-$85.5K)

Filed 2026-11-05

Advisory Solutions Group, LLC

DECREASED

Shares30,445 from 40,494

Change-10,049 (-25%)

Value$74.0K (-$39.0K)

Filed 2026-10-14

Freestate Advisors LLC

INCREASED

Shares14,885 from 13,633

Change+1,252 (+9%)

Value$36.2K (-$1.9K)

Filed 2026-10-09

Wedbush Securities Inc

DECREASED

Shares11,500 from 11,918

Change-418 (-4%)

Value$28 (-$33.0K)

Filed 2026-10-22

Tactive Advisors, LLC

NEW

Shares11,346

Change+11,346

Value$27.6K

Filed 2026-10-08

StoneX Group Inc.

NEW

Shares11,254

Change+11,254

Value$29.2K

Filed 2026-11-03

Chung Wu Investment Group, LLC

UNCHANGED

Shares2,000 from 2,000

Change0 (0%)

Value$4.9K (-$720)

Filed 2026-11-03

Blue Bell Private Wealth Management, LLC

NEW

Shares1,400

Change+1,400

Value$3.4K

Filed 2026-10-29

CoreCap Advisors, LLC

UNCHANGED

Shares0 from 0

Change0

Value$0 ($0)

Filed 2026-10-08

Morgan Stanley

N/A

Shares— from 560,658

Change-560,658 (-100%)

Value—

Thomas J. Herzfeld Advisors, Inc.

N/A

Shares— from 263,404

Change-263,404 (-100%)

Value—

Hancock Whitney Corp

N/A

Shares— from 217,347

Change-217,347 (-100%)

Value—

Eagle Point Credit Management LLC

N/A

Shares— from 186,212

Change-186,212 (-100%)

Value—

Almitas Capital LLC

N/A

Shares— from 157,685

Change-157,685 (-100%)

Value—

Belpointe Asset Management LLC

N/A

Shares— from 61,053

Change-61,053 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 54,188

Change-54,188 (-100%)

Value—

Melfa Wealth Management, Inc.

N/A

Shares— from 52,974

Change-52,974 (-100%)

Value—

Cura Wealth Advisors, LLC

N/A

Shares— from 35,721

Change-35,721 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 30,435

Change-30,435 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 30,153

Change-30,153 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 26,205

Change-26,205 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 24,892

Change-24,892 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 17,301

Change-17,301 (-100%)

Value—

Pasadena Private Wealth, LLC

N/A

Shares— from 17,000

Change-17,000 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 15,280

Change-15,280 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 14,761

Change-14,761 (-100%)

Value—

Two Sigma Securities, LLC

N/A

Shares— from 10,392

Change-10,392 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 860

Change-860 (-100%)

Value—

UBS Group AG

N/A

Shares— from 291

Change-291 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 30

Change-30 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 1

Change-1 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Cambridge Investment Research Advisors, Inc.	INCREASED	1,229,159	1,188,599	+40,560	+3%	$3.3M	$3.0K	-$3.3M	2026-11-02
J.W. Cole Advisors, Inc.	INCREASED	325,089	313,770	+11,319	+4%	$875.4K	$790.0K	-$85.5K	2026-11-05
Advisory Solutions Group, LLC	DECREASED	30,445	40,494	-10,049	-25%	$113.0K	$74.0K	-$39.0K	2026-10-14
Freestate Advisors LLC	INCREASED	14,885	13,633	+1,252	+9%	$38.0K	$36.2K	-$1.9K	2026-10-09
Wedbush Securities Inc	DECREASED	11,500	11,918	-418	-4%	$33.0K	$28	-$33.0K	2026-10-22
Tactive Advisors, LLC	NEW	11,346	—	+11,346	—	—	$27.6K	—	2026-10-08
StoneX Group Inc.	NEW	11,254	—	+11,254	—	—	$29.2K	—	2026-11-03
Chung Wu Investment Group, LLC	UNCHANGED	2,000	2,000	0	0%	$5.6K	$4.9K	-$720	2026-11-03
Blue Bell Private Wealth Management, LLC	NEW	1,400	—	+1,400	—	—	$3.4K	—	2026-10-29
CoreCap Advisors, LLC	UNCHANGED	0	0	0	—	$0	$0	$0	2026-10-08
Morgan Stanley	N/A	—	560,658	-560,658	-100%	$1.6M	—	—	—
Thomas J. Herzfeld Advisors, Inc.	N/A	—	263,404	-263,404	-100%	$734.9K	—	—	—
Hancock Whitney Corp	N/A	—	217,347	-217,347	-100%	$606.4K	—	—	—
Eagle Point Credit Management LLC	N/A	—	186,212	-186,212	-100%	$519.5K	—	—	—
Almitas Capital LLC	N/A	—	157,685	-157,685	-100%	$439.9K	—	—	—
Belpointe Asset Management LLC	N/A	—	61,053	-61,053	-100%	$170.3K	—	—	—
Cetera Investment Advisers	N/A	—	54,188	-54,188	-100%	$151.2K	—	—	—
Melfa Wealth Management, Inc.	N/A	—	52,974	-52,974	-100%	$147.8K	—	—	—
Cura Wealth Advisors, LLC	N/A	—	35,721	-35,721	-100%	$99.7K	—	—	—
XTX Topco Ltd	N/A	—	30,435	-30,435	-100%	$84.9K	—	—	—
Citadel Advisors LLC	N/A	—	30,153	-30,153	-100%	$84.1K	—	—	—
BlackRock, Inc.	N/A	—	26,205	-26,205	-100%	$73.1K	—	—	—
Harbour Investments, Inc.	N/A	—	24,892	-24,892	-100%	$69.4K	—	—	—
Jane Street Group, LLC	N/A	—	17,301	-17,301	-100%	$48.3K	—	—	—
Pasadena Private Wealth, LLC	N/A	—	17,000	-17,000	-100%	$47.4K	—	—	—
Osaic Holdings, Inc.	N/A	—	15,280	-15,280	-100%	$42.6K	—	—	—
LPL Financial LLC	N/A	—	14,761	-14,761	-100%	$41.2K	—	—	—
Two Sigma Securities, LLC	N/A	—	10,392	-10,392	-100%	$29.0K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	860	-860	-100%	$2.4K	—	—	—
UBS Group AG	N/A	—	291	-291	-100%	$812	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	30	-30	-100%	$84	—	—	—
Wells Fargo & Company	N/A	—	1	-1	-100%	$4	—	—	—
Rockefeller Capital Management L.P.	N/A	—	1	-1	-100%	$3	—	—	—

Showing 33 of 33 institutions