Cetera Investment Advisers
MSIF

Cetera Investment Advisers’s MSC Income Fund Inc MSIF Stock Holding History

Cetera Investment Advisers’s Portfolio MSIF Stock Details MSIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.79M Buy
311,557
+144,882
+87% +$1.87M ﹤0.01% 1710
2025
Q4 		$2.19M Buy
166,675
+61,615
+59% +$818K ﹤0.01% 2131
2025
Q3 		$1.38M Buy
+105,060
New +$1.56M ﹤0.01% 2501

Other funds holding MSIF

SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83M AUM 14.05% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Cetera Investment Advisers's MSIF Position: Q1 2026 in Review

Cetera Investment Advisers increased its MSC Income Fund Inc (MSIF) stake by 87% in Q1 2026, buying an estimated $1.87M and bringing the position to 311,557 shares worth $3.79M. The position accounts for ﹤0.01% of the portfolio, ranked #1710.

Cetera Investment Advisers first reported a position in MSIF in Q3 2025 and has held it in 3 quarters since. 159 funds tracked by Wall St. Rank hold MSIF as of Q1 2026.

  • Cetera Investment Advisers held 311,557 shares of MSC Income Fund Inc worth $3.79M as of Q1 2026.
  • Cetera Investment Advisers bought 144,882 MSC Income Fund Inc shares in Q1 2026, an estimated $1.87M.
  • MSC Income Fund Inc made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #1710 holding.
  • Cetera Investment Advisers first reported a position in MSC Income Fund Inc in Q3 2025 and has held it in 3 quarters since.
  • 159 funds tracked by Wall St. Rank held MSC Income Fund Inc as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.