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 25 institutions that hold shares in the stock, with a total of 1.95 Million shares, which have been reported (via 13F filing form) to have a value of $16 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
478,099
shares
|
$3.92 Million
0.01% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
243,845
shares
|
$2 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.69%
|
|
|
Sabal Trust CO
|
Feb 04, 2025 Q4 2024 |
217,347
shares
|
$1.78 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
125,323
shares
|
$1.03 Million
0.44% of portfolio
|
Q4 2024
Added 26.46%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
94,449
shares
|
$774,481
0.0% of portfolio
|
Q4 2024
Reduced 5.57%
|
|
|
Access Financial Services, Inc.
|
Jan 16, 2025 Q4 2024 |
49,823
shares
|
$408,548
0.24% of portfolio
|
Q4 2024
Reduced 8.15%
|
|
|
Naviter Wealth, LLC
|
Feb 07, 2025 Q4 2024 |
30,102
shares
|
$246,836
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
29,598
shares
|
$242,703
0.0% of portfolio
|
Q3 2024
Added 65.2%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
26,660
shares
|
$218,611
0.0% of portfolio
|
Q3 2024
Reduced 3.3%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
26,339
shares
|
$215,979
0.0% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
24,137
shares
|
$197,923
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jan 17, 2025 Q4 2024 |
22,724
shares
|
$186,336
0.12% of portfolio
|
Q1 2024
Added 0.62%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
17,801
shares
|
$145,968
0.0% of portfolio
|
Q3 2024
Added 32.89%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
10,337
shares
|
$84,763
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
10,068
shares
|
$82,557
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
3,000
shares
|
$24,599
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
2,300
shares
|
$18,860
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
1,482
shares
|
$12,152
0.0% of portfolio
|
Q4 2024
Reduced 7.38%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,000
shares
|
$8,200
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
860
shares
|
$7,051
0.0% of portfolio
|
Q2 2019
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
500
shares
|
$4,100
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
182
shares
|
$1,492
0.0% of portfolio
|
Q4 2024
Reduced 21.55%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1
shares
|
$8
0.0% of portfolio
|
Q4 2024
Reduced 99.97%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|