CLIFFWATER CORPORATE LENDING I - CCLFX

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
Transce3nd, LLC History New 240,040 2,448 2.44% — 1 +240,040 New Q3 2026 Oct 26, 2026
Financial Gravity Companies, Inc. History No change 222,828 2,333 0.38% 0.38% 2 0 0.0% Q2 2026 Aug 05, 2026
Wealthspire Advisors, LLC History No change 72,761 761 0.0% 0.0% 3 0 0.0% Q2 2026 Aug 11, 2026
Luminist Capital LLC History No change 4,898 51 0.06% 0.06% 4 0 0.0% Q2 2026 Aug 07, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Closed out 0 0 — 0.0% — -10,100 -100.0% Q3 2026 Oct 22, 2026