Vault-13

EAGLE POINT CREDIT COMPANY I ECC

COM · Closed-End Fund · CUSIP 269808101

111 institutional holders +14 vs Q1 2025
15,221,00515.2m shares reported held*
$116.4mreported value*
28 new 38 added 18 reduced 16 sold out net sold ≈ $8.0m (-1.0m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $7.64.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 51Q4 22: 62Q1 23: 60Q2 23: 67Q3 23: 64Q4 23: 70Q1 24: 71Q2 24: 86Q3 24: 91Q4 24: 104Q1 25: 97Q2 25: 111111Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202251
Q4 202262
Q1 202360
Q2 202367
Q3 202364
Q4 202370
Q1 202471
Q2 202486
Q3 202491
Q4 2024104
Q1 202597
Q2 2025111

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 23: 32 bought or addedQ3 23: 22 cut or sold outQ4 23: 37 bought or addedQ4 23: 26 cut or sold outQ4 23Q1 24: 44 bought or addedQ1 24: 20 cut or sold outQ2 24: 55 bought or addedQ2 24: 23 cut or sold outQ2 24Q3 24: 53 bought or addedQ3 24: 28 cut or sold outQ4 24: 57 bought or addedQ4 24: 36 cut or sold outQ4 24Q1 25: 52 bought or addedQ1 25: 42 cut or sold outQ2 25: 66 bought or addedQ2 25: 34 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20233222
Q4 20233726
Q1 20244420
Q2 20245523
Q3 20245328
Q4 20245736
Q1 20255242
Q2 20256634

Biggest buyers

MORGAN STANLEY Added +1,254,859+1.3m
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC New +301,100+301.1k
Rockefeller Capital Management L.P. Added +284,186+284.2k
JANE STREET GROUP, LLC Added +144,105+144.1k
Cetera Investment Advisers Added +59,881+59.9k
PFG Investments, LLC Added +54,226+54.2k
Herold Advisors, Inc. New +53,050+53.0k
LPL Financial LLC Added +45,132+45.1k
Marex Group Ltd New +44,952+45.0k
UBS Group AG Added +43,208+43.2k

Biggest sellers

Loews Corp Sold out -2,450,000-2.5m
Legacy Wealth Managment, LLC/ID Reduced -301,175-301.2k
WEDBUSH SECURITIES INC Reduced -298,896-298.9k
BARD ASSOCIATES INC Sold out -206,267-206.3k
RAYMOND JAMES FINANCIAL INC Reduced -89,280-89.3k
Freestone Capital Holdings, LLC Reduced -87,689-87.7k
Global Assets Advisory, LLC Reduced -80,940-80.9k
SFI Advisors, LLC Sold out -65,173-65.2k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -49,763-49.8k
Financial Advocates Investment Management Sold out -43,914-43.9k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
Karpus Management, Inc. 13G · institution -0.1 pts · filed 2026-05-14 16.9% -0.1 pts 168.5k 2026-05-14

Insider purchases and sales in Q2 2025

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
202Q3 23: 0 buyingQ3 23: 0 sellingQ4 23: 0 buyingQ4 23: 0 sellingQ4 23Q1 24: 0 buyingQ1 24: 0 sellingQ2 24: 0 buyingQ2 24: 0 sellingQ2 24Q3 24: 1 buyingQ3 24: 0 sellingQ4 24: 1 buyingQ4 24: 0 sellingQ4 24Q1 25: 2 buyingQ1 25: 0 sellingQ2 25: 0 buyingQ2 25: 0 sellingQ2 25
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q3 20230—0——
Q4 20230—0——
Q1 20240—0——
Q2 20240—0——
Q3 20241$2.9k0——
Q4 20241$89.9k0——
Q1 20252$75.0k0——
Q2 20250—0——

None reported in Q2 2025.

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 STONE POINT CAPITAL LLC 5.70% of their portfolio GREENWICH, CT 5,822,7285.8m $44.6m $44.6m 5.70% Unchanged
2 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,678,5091.7m $12.9m $12.9m 0.00% Added +1.3m +1,254,859
3 PFG Investments, LLC 0.33% of their portfolio WOODBURY, NY 740,183740.2k $5.7m $5.7m 0.33% Added +54.2k +54,226
4 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 579,986580.0k $4.4m $4.4m 0.01% Added +284.2k +284,186
5 Legacy Investment Solutions, LLC 2.06% of their portfolio BOISE, ID 508,109508.1k $3.9m $3.9m 2.06% First filing
6 Legacy Wealth Managment, LLC/ID 2.06% of their portfolio BOISE, ID 508,109508.1k $3.9m $3.9m 2.06% Reduced -301.2k -301,175
7 WEDBUSH SECURITIES INC 0.12% of their portfolio PASADENA, CA 446,375446.4k $3.4m $3.4m 0.12% Reduced -298.9k -298,896
8 MONEY CONCEPTS CAPITAL CORP 0.16% of their portfolio PALM BEACH GARDENS, FL 319,704319.7k $2.4m $2.4m 0.16% Added +11.5k +11,508
9 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.17% of their portfolio ORLANDO, FL 301,100301.1k $2.1m $2.1m 0.17% New
10 J.W. COLE ADVISORS, INC. 0.05% of their portfolio TAMPA, FL 294,869294.9k $2.3m $2.3m 0.05% Added +28.4k +28,354
11 Freestone Capital Holdings, LLC 0.07% of their portfolio Seattle, WA 262,925262.9k $2.0m $2.0m 0.07% Reduced -87.7k -87,689
12 INDEPENDENT FINANCIAL GROUP, LLC 0.05% of their portfolio SAN DIEGO, CA 256,802256.8k $2.0m $2.0m 0.05% Added +11.4k +11,364
13 Cadent Capital Advisors, LLC 0.64% of their portfolio TULSA, OK 255,502255.5k $2.0m $2.0m 0.64% Added +16.3k +16,289
14 Virtus Investment Advisers, LLC 0.61% of their portfolio HARTFORD, CT 236,506236.5k $1.8m $1.8m 0.61% Reduced -7.9k -7,910
15 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 171,591171.6k $1.3m $1.3m 0.00% Added +45.1k +45,132
16 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 160,677160.7k $1.2m $1.2m 0.00% Added +144.1k +144,105
17 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 145,043145.0k $1.1m $1.1m 0.00% Reduced -89.3k -89,280
18 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 144,932144.9k $1.1m $1.1m 0.01% Added +17.1k +17,145
19 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 136,181136.2k $1.0m $1.0m 0.00% Added +30.4k +30,375
20 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 130,627130.6k $1.0m $1.0m 0.00% Added +59.9k +59,881
21 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 114,821114.8k $879.5k $879.5k 0.00% Added +10.1k +10,089
22 Oxinas Partners, LLC 0.45% of their portfolio JEFFERSONVILLE, IN 114,721114.7k $878.8k $878.8k 0.45% Reduced -319 -319
23 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 100,131100.1k $767.0k $767.0k 0.00% Added +10.4k +10,385
24 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 99,52299.5k $762.3k $762.3k 0.00% Added +37.9k +37,859
25 Main Street Financial Solutions, LLC 0.06% of their portfolio NEWTOWN, PA 99,02999.0k $758.6k $758.6k 0.06% Reduced -18.3k -18,275
26 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 96,58996.6k $739.9k $739.9k 0.01% Added +23.9k +23,936
27 Parisi Gray Wealth Management 0.18% of their portfolio MENDHAM, NJ 80,06680.1k $613.3k $613.3k 0.18% Added +958 +958
28 UBS Group AG 0.00% of their portfolio ZURICH, V8 79,47479.5k $608.8k $608.8k 0.00% Added +43.2k +43,208
29 Triumph Capital Management 0.18% of their portfolio DENVER, CO 76,24776.2k $584.1k $584.1k 0.18% Reduced -25.2k -25,190
30 BI Asset Management Fondsmaeglerselskab A/S 0.01% of their portfolio KOBENHAVN, G7 67,05267.1k $514.0k $514.0k 0.01% Unchanged
31 Samalin Investment Counsel, LLC 0.19% of their portfolio CHAPPAQUA, NY 66,23466.2k $507.4k $507.4k 0.19% Added +26 +26
32 Chicago Partners Investment Group LLC 0.01% of their portfolio CHICAGO, IL 56,01256.0k $399.9k $399.9k 0.01% Reduced -2.1k -2,140
33 Herold Advisors, Inc. 0.09% of their portfolio New York, NY 53,05053.0k $406.4k $406.4k 0.09% New
34 Balboa Wealth Partners 0.08% of their portfolio SCOTTSDALE, AZ 51,98452.0k $398.2k $398.2k 0.08% Added +135 +135
35 Marex Group Ltd 0.01% of their portfolio London, X0 44,95245.0k $344.3k $344.3k 0.01% New
36 Apollon Wealth Management, LLC 0.01% of their portfolio MOUNT PLEASANT, SC 41,82541.8k $320.4k $320.4k 0.01% Added +22.5k +22,465
37 Sage Capital Advisors,llc 0.07% of their portfolio SIOUX FALLS, SD 37,03837.0k $283.7k $283.7k 0.07% Reduced -1.1k -1,150
38 DOCK STREET ASSET MANAGEMENT INC 0.02% of their portfolio PALM BEACH, FL 32,99433.0k $252.7k $252.7k 0.02% Unchanged
39 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 30,18730.2k $231.2k $231.2k 0.00% Unchanged
40 IEQ CAPITAL, LLC 0.00% of their portfolio Foster City, CA 29,58929.6k $226.7k $226.7k 0.00% Unchanged
41 MGO ONE SEVEN LLC 0.01% of their portfolio Beachwood, OH 28,35728.4k $217.2k $217.2k 0.01% Added +2.4k +2,382
42 Global Assets Advisory, LLC 0.08% of their portfolio ORLANDO, FL 27,22227.2k $209.9k $209.9k 0.08% Reduced -80.9k -80,940
43 Vident Advisory, LLC 0.00% of their portfolio Alpharetta, GA 26,90226.9k $206.1k $206.1k 0.00% New
44 Essex Financial Services, Inc. 0.01% of their portfolio ESSEX, CT 26,61226.6k $203.8k $203.8k 0.01% Added +1.0k +1,007
45 Ameritas Advisory Services, LLC 0.01% of their portfolio Lincoln, NE 24,94424.9k $191.1k $191.1k 0.01% New
46 Ballentine Partners, LLC 0.00% of their portfolio Waltham, MA 24,26924.3k $185.9k $185.9k 0.00% Unchanged
47 CFO4Life Group, LLC 0.03% of their portfolio COPPELL, TX 23,47523.5k $179.8k $179.8k 0.03% Unchanged
48 CastleKnight Management LP 0.01% of their portfolio New York, NY 22,40022.4k $171.6k $171.6k 0.01% Unchanged
49 World Investment Advisors 0.00% of their portfolio LINCROFT, NJ 22,30022.3k $170.8k $170.8k 0.00% Reduced -347 -347
50 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 22,26022.3k $170.5k $170.5k 0.00% Added +19.3k +19,282
51 B. Riley Wealth Advisors, Inc. 0.01% of their portfolio MEMPHIS, TN 22,17522.2k $169.9k $169.9k 0.01% Added +1.0k +1,040
52 Mariner, LLC 0.00% of their portfolio Overland Park, KS 21,35021.4k $163.5k $163.5k 0.00% New
53 Arete Wealth Advisors, LLC 0.01% of their portfolio CHICAGO, IL 20,18520.2k $155.0k $155.0k 0.01% Added +2.0k +1,969
54 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 20,11120.1k $154.1k $154.1k 0.00% New
55 Lido Advisors, LLC 0.00% of their portfolio Los Angeles, CA 18,74418.7k $143.6k $143.6k 0.00% Added +2 +2
56 M&T Bank Corp 0.00% of their portfolio BUFFALO, NY 18,73918.7k $143.5k $143.5k 0.00% Unchanged
57 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 18,59518.6k $142.4k $142.4k 0.00% Reduced -333 -333
58 MATRIX PRIVATE CAPITAL GROUP LLC 0.08% of their portfolio NEW YORK, NY 17,80017.8k $136.3k $136.3k 0.08% Reduced -14.8k -14,800
59 Nadler Financial Group, Inc. 0.01% of their portfolio DEERFIELD, IL 17,08917.1k $130.9k $130.9k 0.01% Added +599 +599
60 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 16,66116.7k $127.6k $127.6k 0.00% New
61 EVOKE WEALTH, LLC 0.00% of their portfolio Los Angeles, CA 16,35216.4k $125.3k $125.3k 0.00% Added +4.0k +4,000
62 TT Capital Management LLC 0.10% of their portfolio Gilbert, AZ 15,60015.6k $119.5k $119.5k 0.10% Reduced -800 -800
63 STEPHENS INC /AR/ 0.00% of their portfolio LITTLE ROCK, AR 15,00015.0k $114.9k $114.9k 0.00% Unchanged
64 Compound Planning, Inc. 0.00% of their portfolio NEW YORK, NY 14,60914.6k $111.9k $111.9k 0.00% Added +658 +658
65 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 14,45014.4k $110.7k $110.7k 0.00% Unchanged
66 Merit Financial Group, LLC 0.00% of their portfolio ALPHARETTA, GA 13,60813.6k $104.2k $104.2k 0.00% New
67 Transce3nd, LLC 0.04% of their portfolio BUDA, TX 12,62612.6k $96.7k $96.7k 0.04% New
68 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 12,55112.6k $96.1k $96.1k 0.00% New
69 WADDELL & ASSOCIATES, LLC 0.01% of their portfolio MEMPHIS, TN 12,40112.4k $95.0k $95.0k 0.01% Added +572 +572
70 FIRST FOUNDATION ADVISORS 0.00% of their portfolio Irvine, CA 12,24512.2k $93.8k $93.8k 0.00% Added +643 +643
71 SUMMITRY LLC 0.00% of their portfolio Foster City, CA 12,00012.0k $91.9k $91.9k 0.00% Unchanged
72 Fermata Advisors, LLC 0.02% of their portfolio SONOMA, CA 10,83910.8k $83.0k $83.0k 0.02% New
73 Worth Asset Management, LLC 0.04% of their portfolio DALLAS, TX 10,66710.7k $81.7k $81.7k 0.04% New
74 Orange Investment Advisors, Inc. 0.01% of their portfolio GOSHEN, NY 10,50010.5k $80.4k $80.4k 0.01% Unchanged
75 Freestate Advisors LLC 0.07% of their portfolio OVERLAND PARK, KS 10,49910.5k $80.4k $80.4k 0.07% New
76 Kingsview Wealth Management, LLC 0.00% of their portfolio GRANTS PASS, OR 10,00010.0k $76.6k $76.6k 0.00% Unchanged
77 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 9,1009.1k $69.7k $69.7k 0.00% Unchanged
78 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 8,5048.5k $65.1k $65.1k 0.00% New
79 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 8,2508.2k $63.2k $63.2k 0.00% Unchanged
80 Sunbelt Securities, Inc. 0.01% of their portfolio HOUSTON, TX 8,2498.2k $73.2k $73.2k 0.01% Added +667 +667
81 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 7,0007.0k $53.0k $53.0k 0.00% Added +3.0k +3,000
82 McIlrath & Eck, LLC 0.01% of their portfolio ARLINGTON, WA 6,1236.1k $46.9k $46.9k 0.01% Unchanged
83 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 5,9736.0k $45.8k $45.8k 0.00% Added +2.9k +2,918
84 TCTC Holdings, LLC 0.00% of their portfolio DALLAS, TX 5,5005.5k $42.1k $42.1k 0.00% Unchanged
85 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 4,5254.5k $34.7k $34.7k 0.00% New
86 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 4,2754.3k $32.7k $32.7k 0.00% New
87 CIBC Private Wealth Group LLC 0.00% of their portfolio ATLANTA, GA 4,0004.0k $30.6k $30.6k 0.00% Reduced -1 -1
88 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 3,7113.7k $28.4k $28.4k 0.00% Added +11 +11
89 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 3,7003.7k $28.3k $28.3k 0.00% New
90 GPS Wealth Strategies Group, LLC 0.00% of their portfolio CENTENNIAL, CO 3,2003.2k $24.5k $24.5k 0.00% New
91 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 3,1423.1k $26.0k $26.0k 0.00% New
92 WEBSTER BANK, N. A. 0.00% of their portfolio WATERBURY, CT 2,8552.9k $21.9k $21.9k 0.00% Unchanged
93 Red Tortoise LLC 0.01% of their portfolio ATLANTA, GA 2,7262.7k $20.9k $20.9k 0.01% New
94 N.E.W. Advisory Services LLC 0.00% of their portfolio DE PERE, WI 2,6502.6k $20.3k $20.3k 0.00% Reduced -1.6k -1,650
95 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 2,0002.0k $15.3k $15.3k 0.00% New
96 Pacer Advisors, Inc. 0.00% of their portfolio Malvern, PA 1,9051.9k $14.6k $14.6k 0.00% New
97 WPG Advisers, LLC 0.01% of their portfolio BALTIMORE, MD 1,8151.8k $13.9k $13.9k 0.01% New
98 SWAN Capital LLC 0.00% of their portfolio PENSACOLA, FL 1,3001.3k $10.0k $10.0k 0.00% Unchanged
99 NFSG Corp 0.00% of their portfolio BOCA RATON, FL 1,0721.1k $8.2k $8.2k 0.00% New
100 Plante Moran Financial Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 913913 $7.0k $7.0k 0.00% Added +48 +48