CUSIP 46090R104
INVESTCORP CR MGMT BDC INC
38 institutions · $5.9M total · 2,076,098 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | CYRUS CAPITAL PARTNERS, L.P. | 670,270 | $2.1M | 32.28% | 2024-03-31 |
| 2 | Bulldog Investors, LLP | 554,197 | $1.5M | 26.69% | 2025-12-31 |
| 3 | MORGAN STANLEY | 397,641 | $1.1M | 19.15% | 2025-12-31 |
| 4 | CITADEL ADVISORS LLC | 80,847 | $218.3K | 3.89% | 2025-12-31 |
| 5 | North Ground Capital | 54,299 | $146.6K | 2.61% | 2025-12-31 |
| 6 | RAYMOND JAMES & ASSOCIATES | 39,492 | $123.6K | 1.90% | 2024-09-30 |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 25,254 | $100.8K | 1.21% | 2023-12-31 |
| 8 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 23,898 | $84.6K | 1.15% | 2023-03-31 |
| 9 | Alpine Global Management, LLC | 26,225 | $70.8K | 1.26% | 2025-12-31 |
| 10 | LPL Financial LLC | 22,811 | $61.6K | 1.09% | 2025-12-31 |
| 11 | WESTBOURNE INVESTMENTS, INC. | 19,000 | $51.3K | 0.91% | 2025-12-31 |
| 12 | Raymond James Financial Services Advisors, Inc. | 15,060 | $47.1K | 0.72% | 2024-09-30 |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | 16,938 | $45.7K | 0.81% | 2025-12-31 |
| 14 | STEPHENS INC /AR/ | 12,180 | $42.9K | 0.58% | 2023-03-31 |
| 15 | NewEdge Advisors, LLC | 12,983 | $41.7K | 0.62% | 2025-03-31 |
| 16 | Ground Swell Capital, LLC | 12,795 | $39.8K | 0.61% | 2024-03-31 |
| 17 | Ethos Financial Group, LLC | 11,840 | $32.9K | 0.57% | 2025-09-30 |
| 18 | BANK OF AMERICA CORP /DE/ | 8,383 | $23.3K | 0.40% | 2025-12-31 |
| 19 | Arlington Trust Co LLC | 7,000 | $21.2K | 0.33% | 2024-12-31 |
| 20 | RAYMOND JAMES FINANCIAL INC | 7,387 | $20.5K | 0.35% | 2025-09-30 |
| 21 | UBS Group AG | 7,038 | $19.0K | 0.33% | 2025-12-31 |
| 22 | Rockefeller Capital Management L.P. | 6,503 | $17.6K | 0.31% | 2025-12-31 |
| 23 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 4,800 | $13.0K | 0.23% | 2025-12-31 |
| 24 | Legacy Investment Solutions, LLC | 2,500 | $7.0K | 0.12% | 2025-06-30 |
| 25 | Legacy Wealth Managment, LLC/ID | 2,500 | $6.8K | 0.12% | 2025-12-31 |
| 26 | BlackRock Inc. | 1,181 | $3.7K | 0.05% | 2024-03-31 |
| 27 | Triumph Capital Management | 1,000 | $2.7K | 0.04% | 2025-12-31 |
| 28 | Strategic Investment Solutions, Inc. /IL | 584 | $2.1K | 0.02% | 2023-06-30 |
| 29 | MTM Investment Management, LLC | 500 | $1.4K | 0.02% | 2025-12-31 |
| 30 | Coppell Advisory Solutions Corp. | 56 | $197 | 0.00% | 2023-03-31 |
| 31 | ADVISOR GROUP HOLDINGS, INC. | 23 | $62 | 0.00% | 2025-12-31 |
| 32 | Coppell Advisory Solutions LLC | 19 | $58 | 0.00% | 2024-12-31 |
| 33 | ACADIAN ASSET MANAGEMENT LLC | 13,259 | $52 | 0.63% | 2023-12-31 |
| 34 | Virtu Financial LLC | 15,456 | $52 | 0.74% | 2024-06-30 |
| 35 | Tower Research Capital LLC (TRC) | 1,479 | $5 | 0.07% | 2023-03-31 |
| 36 | FNY Investment Advisers, LLC | 700 | $2 | 0.03% | 2023-12-31 |
| 37 | WELLS FARGO & COMPANY/MN | 0 | $1 | 0.00% | 2025-12-31 |
| 38 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |