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 34 institutions that hold shares in the stock, with a total of 3.07 Million shares, which have been reported (via 13F filing form) to have a value of $25.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
621,968
shares
|
$5.1 Million
0.0% of portfolio
|
Q3 2025
Added 22.49%
|
|
|
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%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
421,303
shares
|
$3.45 Million
0.01% of portfolio
|
Q3 2025
Reduced 20.77%
|
|
|
Bulldog Investors, LLP
Saddle Brook, NJ |
Nov 14, 2025 Q3 2025 |
328,415
shares
|
$2.69 Million
0.97% of portfolio
|
Q3 2025
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
258,713
shares
|
$2.12 Million
0.04% of portfolio
|
Q3 2025
Added 17.88%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
217,347
shares
|
$1.78 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Hancock Whitney Corp
|
Nov 17, 2025 Q3 2025 |
217,347
shares
|
$1.78 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
104,807
shares
|
$859,417
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
84,965
shares
|
$696,712
0.0% of portfolio
|
Q3 2025
Added 2.64%
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
Nov 14, 2025 Q3 2025 |
47,730
shares
|
$391,385
0.33% of portfolio
|
Q3 2025
New holding
|
|
|
Cura Wealth Advisors, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
35,721
shares
|
$292,912
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Nov 12, 2025 Q3 2025 |
33,684
shares
|
$276,208
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 27, 2025 Q3 2025 |
22,724
shares
|
$186,336
0.08% of portfolio
|
Q1 2024
Added 0.62%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Oct 23, 2025 Q3 2025 |
19,000
shares
|
$155,800
0.03% of portfolio
|
Q3 2025
Reduced 7.32%
|
|
|
Alpha Q Advisors LLC
Orlando, FL |
May 15, 2025 Q1 2025 |
18,200
shares
|
$149,240
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
15,213
shares
|
$124,746
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
14,868
shares
|
$121,917
0.0% of portfolio
|
Q3 2025
Added 38.72%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
13,898
shares
|
$113,963
0.0% of portfolio
|
Q3 2025
Reduced 18.89%
|
|
|
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
|
Oct 28, 2025 Q3 2025 |
11,633
shares
|
$95,390
0.02% of portfolio
|
Q3 2025
Added 5.6%
|
|
|
Freestate Advisors LLC
Overland Park, KS |
Oct 07, 2025 Q3 2025 |
11,503
shares
|
$94,324
0.08% of portfolio
|
Q3 2025
Added 5.67%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
10,450
shares
|
$85,689
0.0% of portfolio
|
Q3 2025
Reduced 18.86%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
10,417
shares
|
$85,419
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
3,000
shares
|
$24,599
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
1,236
shares
|
$10,135
0.0% of portfolio
|
Q3 2025
Reduced 92.78%
|
|