αAlphaSMO
/
MacroRadarBuy/Sell TrendsSector RotationPortfolio UpdatesInstitutionsGuru PortfoliosInsider TradesSmart MoneyForm 144 Pre-Sale13D/13G Ownership8-K EventsWatchlistAboutSettingsLogin
/

Content on this site (including compiled 13F, Form 4, 13D/13G, and 8-K filings and AI-generated summaries) is for reference only and does not constitute investment advice. Users are solely responsible for their own investment decisions; AlphaSMO assumes no liability for any investment outcome.

CELFX

CELFX 13F Ownership Report

Cliffwater Enhanced Lend-i

+$2.1M

Net Activity

Institutions Holding

4

Popularity Rank

#12587

Avg Weight

0.08%

Total Value

$3.6M

Ownership Trend

4 institutions currently hold CELFX, with 3 net buyers and 0 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Significantly Increased

Based on recent trading activity

Net Selling Institutions

0

Net Buying Institutions

3

Key Holders

Key Holders

Top 5 by Value

PW
Pinnacle Wealth Management Advisory Group, LLC
$3.5M
M&
McIlrath & Eck, LLC
$118.6K
LC
Luminist Capital LLC
$35.7K
FG
Financial Gravity Asset Management, Inc.
$5.9K

Top 5 by Conviction

PW
Pinnacle Wealth Management Advisory Group, LLC
0.24%
LC
Luminist Capital LLC
0.05%
M&
McIlrath & Eck, LLC
0.01%
FG
Financial Gravity Asset Management, Inc.
0.00%
View all 4 holding institutions

Across its top 4 institutional holders, CELFX's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 18/100, avg. turnover score 32/100).

Quarterly Activity

Recent Activity

+$3.6M

Total Buy Value

$0.0

Total Sell Value

New buy2
Trim0
Add1
Sold out0

3

Net Buyers

0

Net Sellers

Smart Money Convergence

CELFX does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-03-31 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

18685P108

FAQ

Who are the top institutional investors holding CLIFFWATER ENHANCED LEND-I (CELFX)?
Major stakeholders currently include Pinnacle Wealth Management Advisory Group, LLC ($3.5M), McIlrath & Eck, LLC ($118.6K), Luminist Capital LLC ($35.7K). Based on the latest 13F filings, there are a total of 4 tracked investment funds and institutions maintaining positions in CELFX.
What is the overall institutional sentiment toward CELFX recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $2.1M, driven by 3 managers accumulating shares while 0 reduced their exposure.
Which institutions have been selling or reducing their CELFX positions?
In the latest period, no tracked funds trimmed or exited their positions in CELFX.
Are there any notable investors adding CELFX to their portfolios?
Yes, buying activity remains notable. 2 institutions opened new positions in {ticker}, and 1 existing holders added to their shares. The total reported buy value for the quarter amounted to $3.6M.

Related Stocks

Trending Institutional Adds

The most-added stocks by 13F institutions this quarter

MSFT

Microsoft CORP

Institutions Holding

6,150

Total reported value

$2.1T

3245 13F institutions increased their position this quarter

View detail
AMZN

Amazon.com INC

Institutions Holding

5,957

Total reported value

$1.5T

3028 13F institutions increased their position this quarter

View detail
NVDA

Nvidia CORP

Institutions Holding

5,764

Total reported value

$3.0T

2743 13F institutions increased their position this quarter

View detail