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Msc Income Fund shares owned by Creative Planning

Quarter-by-quarter ownership of Msc Income Fund (MSIF) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Msc Income Fund

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All positions including Msc Income Fund held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Msc Income Fund by Creative Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $307k 23k 13.14
2025-09-30 $200k 15k 13.13

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View all positions for Creative Planning

Top funds holding Msc Income Fund

Ares Management
Franklin Resources
Marshall Wace
BlackRock
LPL Financial
Jane Street
Alpine Partners VI
Cambridge Investment Research Advisors
J.w. Cole Advisors
Cetera Investment Advisers
Millennium Management
Legacy Wealth Managment
Sigma Planning
Centaurus Financial
U.S. Capital Wealth Advisors

View all funds holding Msc Income Fund