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 28 institutions that hold shares in the stock, with a total of 2.34 Million shares, which have been reported (via 13F filing form) to have a value of $19.2 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.
|
Apr 22, 2025 Q1 2025 |
494,708
shares
|
$4.06 Million
0.01% of portfolio
|
Q1 2025
Added 3.47%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
329,383
shares
|
$2.7 Million
0.0% of portfolio
|
Q1 2025
Added 35.08%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
217,347
shares
|
$1.78 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
188,672
shares
|
$1.55 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
May 14, 2025 Q1 2025 |
181,379
shares
|
$1.49 Million
0.51% of portfolio
|
Q1 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
103,385
shares
|
$847,756
0.0% of portfolio
|
Q1 2025
Added 9.46%
|
|
|
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
|
Apr 25, 2025 Q1 2025 |
30,102
shares
|
$246,836
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
29,598
shares
|
$242,703
0.0% of portfolio
|
Q3 2024
Added 65.2%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
26,660
shares
|
$218,611
0.0% of portfolio
|
Q3 2024
Reduced 3.3%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
26,244
shares
|
$215,200
0.02% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
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 |
May 08, 2025 Q1 2025 |
20,500
shares
|
$168,099
0.04% of portfolio
|
Q1 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
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
12,747
shares
|
$104,525
0.0% of portfolio
|
Q4 2024
Added 33.37%
|
|
|
Virtu Financial LLC
New York, NY |
May 12, 2025 Q1 2025 |
12,524
shares
|
$102,696
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
12,358
shares
|
$101,335
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
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%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
10,501
shares
|
$86,108
0.02% of portfolio
|
Q1 2025
Added 4.3%
|
|
|
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 |
May 09, 2025 Q1 2025 |
1,325
shares
|
$10,864
0.0% of portfolio
|
Q1 2025
Reduced 10.59%
|
|
|
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
|
May 14, 2025 Q1 2025 |
860
shares
|
$7,051
0.0% of portfolio
|
Q2 2019
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
500
shares
|
$4,100
0.0% of portfolio
|
Q4 2024
New holding
|