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CGBD

CGBD

Carlyle Secured Lending, Inc.

Institutional holders
142
As of Q2 2026
Total 13F value
$289.7M
Sum of disclosed positions
New positions
19
This quarter
Sold positions
30
This quarter

Top holders

Institutions with disclosed positions in this stock

FundValueShares% PortfolioChange
Creative Planning

Creative Planning

$32.5M3.09M0.02%-4.5%
MORGAN STANLEY

Morgan Stanley

$29.5M2.80M0.00%+6.2%
VAN ECK ASSOCIATES CORP

Van Eck Associates Corp

$18.4M1.75M0.01%+33.3%
UBS Group AG

Ubs Group Ag

$14.7M1.40M0.00%+12.8%
CHOREO, LLC

Choreo, Llc

$14.3M1.36M0.16%-1.9%
Invesco Ltd.

Invesco Ltd.

$12.5M1.18M0.00%-9.6%
Diameter Capital Partners LP

Diameter Capital Partners Lp

$10.7M1.02M0.43%New Position
Lalia Capital, LLC

Lalia Capital, Llc

$9.8M927.3K4.75%New Position
Russell Investments Group, Ltd.

Russell Investments Group, Ltd.

$9.2M870.5K0.01%+48.3%
Muzinich & Co., Inc.

Muzinich & Co., Inc.

$7.8M741.3K2.67%+0.5%
North Ground Capital

Cf Capital Llc

$6.5M616.0K7.78%+59.0%
Legal & General Group Plc

Legal & General Group Plc

$6.1M577.6K0.00%+4.7%
Mariner, LLC

Mariner, Llc

$6M563.2K0.01%+2.7%
CAZ INVESTMENTS LP

Caz Investments Lp

$5.5M524.7K1.17%Unchanged
Sumitomo Mitsui Trust Group, Inc.

Sumitomo Mitsui Trust Holdings, Inc.

$5.5M519.7K0.00%Unchanged
ARES MANAGEMENT LLC

Ares Management Llc

$5M472.2K0.22%+96.7%
Arax Advisory Partners

Srs Capital Advisors, Inc.

$4.9M465.6K0.03%+144.6%
TWO SIGMA INVESTMENTS, LP

Two Sigma Investments

$4.7M448.8K0.00%-28.9%
Rockefeller Capital Management L.P.

Rockefeller Capital Management L.P.

$4.7M444.5K0.01%-0.7%
Corient Private Wealth LP

Ci Private Wealth, Llc

$4.3M407.8K0.00%+4.1%
LSV ASSET MANAGEMENT

Lsv Asset Management

$3.7M352.1K0.01%Unchanged
NOVARE CAPITAL MANAGEMENT LLC

Novare Capital Management Llc

$3M287.4K0.21%+14.3%
BANK OF AMERICA CORP /DE/

Bank Of America

$3M280.4K0.00%+11.8%
BlackRock, Inc.

Blackrock, Inc.

$2.9M276.9K0.00%-2.3%
TORONTO DOMINION BANK

Toronto Dominion Bank

$2.8M263.3K0.00%-41.5%
WCG Wealth Advisors LLC

Wcg Wealth Advisors Llc

$2.4M229.5K0.06%+22.9%
Callodine Capital Management, LP

Callodine Capital Management, Lp

$2.4M225.0K0.15%New Position
WELLS FARGO & COMPANY/MN

Wells Fargo & Company/Mn

$2.4M224.2K0.00%+12.6%
Cliffwater LLC

Cliffwater Llc

$2.2M207.3K0.54%Unchanged
Advisors Asset Management, Inc.

Advisors Asset Management, Inc.

$2.1M201.0K0.03%-4.9%
PARK AVENUE SECURITIES LLC

Park Avenue Securities Llc

$2M188.4K0.01%New Position
HAGER INVESTMENT MANAGEMENT SERVICES, LLC

Hager Investment Management Services, Llc

$1.9M182.4K0.88%-9.0%
Hennion & Walsh Asset Management, Inc.

Hennion & Walsh Asset Management, Inc.

$1.8M170.7K0.05%+17.8%
Significant Wealth Partners LLC

Significant Wealth Partners Llc

$1.7M164.8K1.88%+1.5%
CITADEL ADVISORS LLC

Citadel Advisors

$1.6M154.6K0.00%New Position
HighTower Advisors, LLC

Hightower Advisors, Llc

$1.6M149.9K0.00%-23.8%
Ethos Financial Group, LLC

Ethos Financial Group, Llc

$1.4M137.0K0.10%-2.3%
XTX Topco Ltd

Xtx Topco Ltd

$1.4M136.8K0.02%+268.5%
LPL Financial LLC

Lpl Financial Llc

$1.4M132.3K0.00%-13.8%
AMERIPRISE FINANCIAL INC

Ameriprise Financial Inc

$1.3M126.9K0.00%-12.9%
DOLIVER ADVISORS, LP

Doliver Advisors, Lp

$1.3M119.8K0.29%-5.5%
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/

Zions Bancorporation, National Association /Ut/

$1.1M108.5K0.07%-26.0%
Samalin Investment Counsel, LLC

Samalin Investment Counsel, Llc

$1.1M107.6K0.35%+0.5%
Cetera Investment Advisers

Cetera Investment Advisers

$1.1M103.8K0.00%+9.3%
Steward Partners Investment Advisory, LLC

Steward Partners Investment Advisory, Llc

$1.1M101.2K0.01%+111.0%
Universal- Beteiligungs- und Servicegesellschaft mbH

Universal- Beteiligungs- Und Servicegesellschaft Mbh

$1.1M100.3K0.00%Unchanged
RAYMOND JAMES FINANCIAL INC

Raymond James Financial Inc

$1M95.5K0.00%-8.3%
CANADA LIFE ASSURANCE Co

Great West Life Assurance Co /Can/

$951K90.4K0.00%+13.7%
Pathstone Holdings, LLC

Pathstone Holdings, Llc

$881K83.7K0.00%+2.6%
BALYASNY ASSET MANAGEMENT L.P.

Balyasny Asset Management Llc

$868K82.4K0.00%+13.7%

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