CARLYLE SECURED LENDING INC CGBD
$10.89
-0.5% 52w: $9.99 – $12.44
Latest 13F among current holders filed 31 days ago (Jun 4, 2026)
Price — last 12 months
research preview data9.9911.2212.44
Jun 20, 2025 Jul 2, 2026
Institutional holders
155
+4 QoQ
13F value
$281.9M
-14.9% QoQ
Smart-money holders
8
signal tier ≥ 2
New smart buyers
3
Q1 2026
Options barometer
65.1×
$9.4M calls / $144K puts
Institutional value by quarter
Number of holders
Who owns CGBD?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Creative Planning | Wealth advisor | 3.2M | $35.4M | 0.0% | -6.8% |
| MORGAN STANLEY | Bank broker | 2.6M | $28.8M | 0.0% | +2.3% |
| CHOREO, LLC | Wealth advisor | 1.4M | $15.7M | 0.2% | +0.2% |
| VAN ECK ASSOCIATES CORP | Diversified mechanical | 1.3M | $14.4M | 0.0% | -22.4% |
| Invesco Ltd. | Index provider | 1.3M | $14.3M | 0.0% | +47.7% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | Other | 1.3M | $13.9M | 0.7% | -33.1% |
| UBS Group AG | Bank broker | 1.2M | $13.5M | 0.0% | +43.4% |
| Muzinich & Co., Inc. ★3 | Fundamental concentrated | 737.7K | $8.1M | 2.8% | +0.2% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 630.9K | $6.9M | 0.0% | -14.4% |
| Russell Investments Group, Ltd. | Diversified mechanical | 587.2K | $6.4M | 0.0% | +189.8% |
| Legal & General Group Plc | Diversified mechanical | 551.6K | $6.0M | 0.0% | +6.3% |
| Mariner, LLC | Diversified mechanical | 548.5K | $6.0M | 0.0% | +0.9% |
| Sumitomo Mitsui Trust Group, Inc. | Diversified mechanical | 519.7K | $5.7M | 0.0% | Held |
| TORONTO DOMINION BANK | Bank broker | 450.0K | $4.9M | 0.0% | -10.0% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 447.6K | $4.9M | 0.0% | +4.5% |
| North Ground Capital ★3 | Fundamental concentrated | 387.5K | $4.2M | 5.1% | -57.5% |
| LSV ASSET MANAGEMENT | Other | 352.1K | $3.9M | 0.0% | -4.0% |
| Focus Partners Wealth | Wealth advisor | 304.9K | $3.3M | 0.0% | +100.9% |
| BlackRock, Inc. | Index provider | 283.5K | $3.1M | 0.0% | -42.6% |
| BI Asset Management Fondsmaeglerselskab A/S | Other | 282.6K | $3.1M | 0.0% | -3.8% |
| NOVARE CAPITAL MANAGEMENT LLC | Other | 251.4K | $2.8M | 0.2% | +4.3% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 250.9K | $2.7M | 0.0% | -27.2% |
| ARES MANAGEMENT LLC ★3 | Fundamental concentrated | 240.0K | $2.6M | 0.2% | New |
| Advisors Asset Management, Inc. | Diversified mechanical | 211.3K | $2.3M | 0.0% | +3.7% |
| Cliffwater LLC | Wealth advisor | 207.3K | $2.3M | 0.6% | Held |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | Other | 200.5K | $2.2M | 1.2% | -10.6% |
| WELLS FARGO & COMPANY/MN | Bank broker | 199.2K | $2.2M | 0.0% | -26.2% |
| HighTower Advisors, LLC | Diversified mechanical | 196.7K | $2.2M | 0.0% | +180.3% |
| Arax Advisory Partners | Wealth advisor | 190.3K | $2.1M | 0.1% | +444.8% |
| WCG Wealth Advisors LLC | Wealth advisor | 186.7K | $2.0M | 0.1% | +26.9% |
| GFS Advisors, LLC | Other | 40.6K | $2.0M | 0.1% | -18.3% |
| MILLENNIUM MANAGEMENT LLC | Multistrat pod | 179.5K | $2.0M | 0.0% | +397.7% |
| Corient Private Wealth LLC | Diversified mechanical | 175.3K | $1.9M | 0.0% | -49.8% |
| Significant Wealth Partners LLC | Other | 162.3K | $1.8M | 2.2% | New |
| Ethos Financial Group, LLC | Wealth advisor | 140.2K | $1.8M | 0.1% | Held |
| LPL Financial LLC | Bank broker | 153.4K | $1.7M | 0.0% | +39.6% |
| Y-Intercept (Hong Kong) Ltd | Diversified mechanical | 151.5K | $1.7M | 0.0% | New |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | Wealth advisor | 146.7K | $1.6M | 0.1% | New |
| AMERIPRISE FINANCIAL INC | Bank broker | 145.7K | $1.6M | 0.0% | +5.5% |
| Hennion & Walsh Asset Management, Inc. | Other | 145.0K | $1.6M | 0.1% | -17.8% |
| Lansforsakringar Fondforvaltning AB (publ) | Other | 134.9K | $1.5M | 0.0% | +28.4% |
| DOLIVER ADVISORS, LP ★2 | Fundamental diversified | 126.7K | $1.4M | 0.3% | +3.3% |
| Alpine Global Management, LLC | Quant stat arb | 115.7K | $1.3M | 0.2% | New |
| Samalin Investment Counsel, LLC | Other | 107.1K | $1.2M | 0.4% | +9.9% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 104.1K | $1.1M | 0.0% | -20.5% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | Diversified mechanical | 100.3K | $1.1M | 0.0% | Held |
| FIFTH THIRD BANCORP | Diversified mechanical | 99.6K | $1.1M | 0.0% | New |
| Closed-End Fund Advisors, Inc. | Other | 98.8K | $1.1M | 1.1% | -61.3% |
| Cetera Investment Advisers | Wealth advisor | 94.9K | $1.0M | 0.0% | +25.0% |
| Pathstone Holdings, LLC | Diversified mechanical | 81.5K | $892K | 0.0% | +2.4% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.