Who owns Vertical Cap Income Fund shs ben int?

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Analyze quarterly positions in Vertical Cap Income Fund shs ben int with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Vertical Cap Income Fund shs ben int stock

Who bought or sold Vertical Cap Income Fund shs ben int this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Morgan Stanley 508k $3.3M 100% Jun 2025
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Cambridge Investment Research Advisors 421k $2.5M -21% Sep 2025
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Brooklyn Capital Management 328k $1.9M 100% Sep 2025
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J.w. Cole Advisors 259k $1.5M 18% Sep 2025
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Hancock Bank Trust Department 217k $1.3M 0% Sep 2025
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Jane Street 105k $610k 100% Sep 2025
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Cetera Investment Advisers 85k $495k 3% Sep 2025
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Arlington Capital Management 48k $278k 100% Sep 2025
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Thomas J. Herzfeld Advisors 34k $196k 100% Sep 2025
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Melfa Wealth Management 23k $132k 0% Sep 2025
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Pasadena Private Wealth 19k $111k -7% Sep 2025
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Citadel Advisors 15k $89k 100% Sep 2025
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Wedbush Morgan Securities 15k $87k 39% Sep 2025
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Advisor Group Holdings 14k $81k -19% Sep 2025
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H D Vest Advisory Services 13k $81k 1% Jun 2025
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Walkner Condon Financial Advisors 12k $68k 6% Sep 2025
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Freestate Advisors 12k $67k 6% Sep 2025
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LPL Financial 11k $61k -19% Sep 2025
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Hrt Financial 10k $60k 100% Sep 2025
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Atlantic Trust 3.0k $18k 0% Sep 2025
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Bnp Paribas Arbitrage, Snc 2.1k $12k 100% Sep 2025
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UBS Group 1.2k $7.2k -93% Sep 2025
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Northwestern Mutual Wealth Management Company 860.00 $5.0k 0% Sep 2025
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CWM 182.00 $999.999000 0% Sep 2025
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WPG Advisers 170.00 $988.992000 100% Sep 2025
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CoreCap Advisors 128.00 $744.998400 -93% Sep 2025
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Wells Fargo & Company 2.00 $10.000000 0% Sep 2025
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Who sold out of Vertical Cap Income Fund shs ben int?

Fund or Company Name Date Sold Shares Held Valued At
Virtus Investment Advisers Jun 2025 182k $1.2M
Access Financial Services Jun 2025 50k $323k
Naviter Wealth Jun 2025 30k $195k
ICON Advisers Jun 2025 19k $124k
Raymond James Financial Jun 2025 974.00 $6.3k
Geneos Wealth Management Jun 2025 390.00 $2.5k