Institutional Ownership Vertical Capital Income Fund (VCIF)
This table provides information about the institutional ownership of Vertical Capital Income Fund (VCIF). We have compiled data on the 32 institutions that hold shares in the stock, with a total of 2.74 Million shares, which have been reported (via 13F filing form) to have a value of $22.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
531,744
shares
|
$4.36 Million
0.01% of portfolio
|
Q2 2025
Added 7.49%
|
|
|
Terrapin Asset Management, LLC
Miami, FL |
Nov 14, 2023 Q3 2023 |
530,867
shares
|
$4.35 Million
4.95% of portfolio
|
Q3 2023
Added 12.2%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
507,784
shares
|
$4.16 Million
0.0% of portfolio
|
Q2 2025
Added 54.16%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
219,480
shares
|
$1.8 Million
0.04% of portfolio
|
Q2 2025
Added 16.33%
|
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
217,347
shares
|
$1.78 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
217,347
shares
|
$1.78 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Aug 13, 2025 Q2 2025 |
181,994
shares
|
$1.49 Million
0.52% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
82,777
shares
|
$678,771
0.0% of portfolio
|
Q2 2025
Reduced 19.93%
|
|
|
Access Financial Services, Inc.
|
Jul 18, 2025 Q2 2025 |
49,823
shares
|
$408,548
0.23% of portfolio
|
Q4 2024
Reduced 8.15%
|
|
|
Naviter Wealth, LLC
|
Jul 28, 2025 Q2 2025 |
30,102
shares
|
$246,836
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jul 17, 2025 Q2 2025 |
22,724
shares
|
$186,336
0.09% of portfolio
|
Q1 2024
Added 0.62%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Aug 01, 2025 Q2 2025 |
20,500
shares
|
$168,099
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Icon Advisers Inc
Greenwood Village, CO |
Aug 13, 2025 Q2 2025 |
19,127
shares
|
$156,841
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Alpha Q Advisors LLC
Orlando, FL |
May 15, 2025 Q1 2025 |
18,200
shares
|
$149,240
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
17,112
shares
|
$140,318
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
12,879
shares
|
$105,607
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
12,539
shares
|
$102,819
0.0% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
11,016
shares
|
$90,331
0.02% of portfolio
|
Q2 2025
Added 4.9%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
10,887
shares
|
$89,273
0.0% of portfolio
|
Q2 2025
Reduced 14.59%
|
|
|
Freestate Advisors LLC
Overland Park, KS |
Jul 16, 2025 Q2 2025 |
10,886
shares
|
$89,265
0.08% of portfolio
|
Q2 2025
Added 5.11%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
10,718
shares
|
$87,887
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
3,000
shares
|
$24,599
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
1,805
shares
|
$14,800
0.0% of portfolio
|
Q2 2025
Added 36.23%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,000
shares
|
$8,200
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
974
shares
|
$7,986
0.0% of portfolio
|
Q2 2025
New holding
|