Cetera Investment Advisers
Position in CGBD — Carlyle Secured Lending, Inc.
CIK 1666741
SCHAUMBURG, IL
Position in CGBD
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,038,140
+$89,900 QoQ
Shares Held
94,894
+25.0% QoQ
Ownership
0.137%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#48
of 154 holders
Holding Since
Jun 2021
16 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in CGBD Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Cetera Investment Advisers holds $1,058,468,584 across 343 Asset Management names. CGBD ranks #151 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
72,806 | $70,018,258 | |
| 2 | PHYS |
Sprott Physical Gold Trust
|
1,726,789 | $61,197,402 | |
| 3 | KYN |
Kayne Anderson Energy Infrastructure Fund, Inc.
|
3,883,014 | $55,449,439 | |
| 4 | BPRE |
Bluerock Private Real Estate Fund
|
3,211,031 | $53,335,224 | |
| 5 | BX |
Blackstone Inc.
|
427,819 | $49,194,906 | |
| 6 | PSLV |
Sprott Physical Silver Trust
|
1,457,155 | $35,540,010 | |
| 7 | BN |
BROOKFIELD Corp /ON/
|
799,536 | $32,357,221 | |
| 8 | PDI |
PIMCO Dynamic Income Fund
|
1,708,064 | $29,224,975 |
All Filings in CGBD
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,038,140 | 94,894 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $948,240 | 75,920 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,008,612 | 80,689 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $918,256 | 67,124 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $941,595 | 58,195 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $813,161 | 45,352 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $824,606 | 48,592 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $656,291 | 36,995 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $491,200 | 30,172 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $151,170 | 10,105 | Shares | Sole | 2024-02-13 | |
| 2022-09-30 | $262,731 | 22,966 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $249,961 | 19,682 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $266,833 | 18,543 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $257,396 | 18,747 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $150,929 | 11,255 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $148,678 | 11,255 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||