AI Holders Summary · Q1 2026

39 institutions reported CCIF in Q1 2026. Cambridge Investment Research Advisors, Inc. leads at 30.1% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(1 on this page)

#HolderValueShares% port.Quarter

Cambridge Investment Research Advisors, Inc.

CIK 0001419186

$4M1.1M0.01%Q1 2026 02

MORGAN STANLEY

CIK 0000895421

$2M561K0.00%Q2 2026 03

Sabal Trust CO

CIK 0001323276

$1M217K0.08%Q1 2025 04

J.W. COLE ADVISORS, INC.

CIK 0001404763

$875K314K0.01%Q2 2026 05

Thomas J. Herzfeld Advisors, Inc.

CIK 0001509510

$735K263K0.23%Q2 2026 06

Bulldog Investors, LLP

CIK 0001504304

$705K220K0.16%Q1 2026 07

HANCOCK WHITNEY CORP

CIK 0000750577

$698K217K0.01%Q1 2026 08

Eagle Point Credit Management LLC

CIK 0001607203

$520K186K0.78%Q2 2026 09

Almitas Capital LLC

CIK 0001596468

$440K158K0.11%Q2 2026 10

Belpointe Asset Management LLC

CIK 0001721242

$170K61K0.01%Q2 2026 11

Cetera Investment Advisers

CIK 0001666741

$151K54K0.00%Q2 2026 12

MELFA WEALTH MANAGEMENT, INC.

CIK 0001962465

$148K53K0.08%Q2 2026 13

Virtu Financial LLC

CIK 0001533964· Market maker

$130K41K0.01%Q1 2026 14

AlphaQ Advisors LLC

CIK 0001965649

$123K18K0.29%Q1 2025 15

Advisory Solutions Group, LLC

CIK 0002147643

$113K40K0.04%Q2 2026 16

CURA WEALTH ADVISORS, LLC

CIK 0002056729

$100K36K0.04%Q2 2026 17

XTX Topco Ltd

CIK 0001828301

$85K30K0.00%Q2 2026 18

CITADEL ADVISORS LLC

CIK 0001423053

$84K30K0.00%Q2 2026 19

AVANTAX ADVISORY SERVICES, INC.

CIK 0001303042

$81K13K0.00%Q2 2025 20

BlackRock, Inc.

CIK 0002012383

$73K26K0.00%Q2 2026

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