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CGBD · Carlyle Secured Lending, Inc. · Holdings

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$10.60 +0.04 (+0.38%)
Rebalance outlook locked
Market Cap
$738.96M
Shares
68.80M
Volume · Oct 6 139.5K Avg daily vol (3M) 534.85K

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Some SEC filings for this period have not finished importing. Holder totals and changes may be incomplete; these filings remain queued for recovery.
The Sep 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out. Each fund's Change is measured against its own previous reported quarter, shown in the Reported column. Pick a completed quarter in the Quarter selector below to put every fund on one quarter and see the stock-wide activity breakdown.
Holders: 143
Total Value: $284,011,803
Total Shares: 26,969,868
Showing 1–100 of 146 holdings by value · page 1 of 2

Institutional Ownership Trend

27 quarters

Holder Concentration

Across 143 13F filers
Top Holder
11.4%
Sep 2023 → Jun 2026 · range 11.4% – 26.3%
of institutional value
Top 5
38.5%
Sep 2023 → Jun 2026 · range 37.3% – 57.9%
of institutional value
Top 10
54.6%
Sep 2023 → Jun 2026 · range 54.1% – 70.2%
of institutional value
HHI
437
Sep 2023 → Jun 2026 · range 429 – 1,026
Broadly held
Showing 100 of 146
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Creative Planning $32,505,340 11.45% 3,086,927
MORGAN STANLEY $29,474,563 10.38% 2,799,104
VAN ECK ASSOCIATES CORP $18,415,242 6.48% 1,748,836
UBS Group AG $14,691,339 5.17% 1,395,189
CHOREO, LLC $14,333,973 5.05% 1,361,251
Invesco Ltd. $12,476,870 4.39% 1,184,888
Lalia Capital, LLC $9,764,816 3.44% 927,333
Russell Investments Group, Ltd. $9,166,501 3.23% 870,513
Muzinich & Co., Inc. $7,805,657 2.75% 741,278
North Ground Capital $6,486,480 2.28% 616,000
Legal & General Group Plc $6,081,791 2.14% 577,568
Mariner, LLC $5,930,917 2.09% 563,240
Sumitomo Mitsui Trust Group, Inc. $5,472,809 1.93% 519,735
Diameter Capital Partners LP $5,353,315 1.88% 508,387
CAZ INVESTMENTS LP $5,314,122 1.87% 504,665
ARES MANAGEMENT LLC $4,972,129 1.75% 472,187
Arax Advisory Partners $4,902,904 1.73% 465,613
TWO SIGMA INVESTMENTS, LP $4,726,358 1.66% 448,847
Rockefeller Capital Management L.P. $4,680,932 1.65% 444,533
CITADEL ADVISORS LLC $4,509,999 1.59% 428,300
LSV ASSET MANAGEMENT $3,708,139 1.31% 352,150
NOVARE CAPITAL MANAGEMENT LLC $3,026,795 1.07% 287,445
BANK OF AMERICA CORP /DE/ $2,952,821 1.04% 280,420
BlackRock, Inc. $2,915,419 1.03% 276,868
TORONTO DOMINION BANK $2,772,296 0.98% 263,276
WCG Wealth Advisors LLC $2,416,392 0.85% 229,477
Callodine Capital Management, LP $2,369,250 0.83% 225,000
WELLS FARGO & COMPANY/MN $2,360,646 0.83% 224,183
Cliffwater LLC $2,183,069 0.77% 207,319
Advisors Asset Management, Inc. $2,116,498 0.75% 200,997
PARK AVENUE SECURITIES LLC $1,984,104 0.70% 188,424
HAGER INVESTMENT MANAGEMENT SERVICES, LLC $1,920,429 0.68% 182,377
Hennion & Walsh Asset Management, Inc. $1,797,850 0.63% 170,736
Significant Wealth Partners LLC $1,734,891 0.61% 164,757
HighTower Advisors, LLC $1,578,236 0.56% 149,880
Ethos Financial Group, LLC $1,442,504 0.51% 136,990
XTX Topco Ltd $1,440,061 0.51% 136,758
LPL Financial LLC $1,393,645 0.49% 132,350
AMERIPRISE FINANCIAL INC $1,336,636 0.47% 126,936
DOLIVER ADVISORS, LP $1,280,458 0.45% 119,781
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ $1,142,999 0.40% 108,547
Samalin Investment Counsel, LLC $1,133,407 0.40% 107,636
Cetera Investment Advisers $1,092,603 0.38% 103,761
Steward Partners Investment Advisory, LLC $1,066,015 0.38% 101,236
Universal- Beteiligungs- und Servicegesellschaft mbH $1,055,632 0.37% 100,250
RAYMOND JAMES FINANCIAL INC $1,005,571 0.35% 95,496
CANADA LIFE ASSURANCE Co $951,954 0.34% 90,404
Pathstone Holdings, LLC $881,118 0.31% 83,677
Balyasny Asset Management L.P. $867,544 0.31% 82,388
Janney Montgomery Scott LLC $825,478 0.29% 78,393
Closed-End Fund Advisors, Inc. $822,435 0.29% 78,104
CITADEL ADVISORS LLC $813,895 0.29% 77,293
ENVESTNET ASSET MANAGEMENT INC $787,149 0.28% 74,753
Texas Capital Bank Wealth Management Services Inc $765,604 0.27% 72,707
Alpine Global Management, LLC $752,852 0.27% 71,496
TRUIST FINANCIAL CORP $713,481 0.25% 67,757
Apollon Wealth Management, LLC $705,299 0.25% 66,980
DENALI ADVISORS LLC $699,170 0.25% 66,398
NEUBERGER BERMAN GROUP LLC $686,103 0.24% 65,157
Verdence Capital Advisors LLC $589,216 0.21% 55,956
OSAIC HOLDINGS, INC. $567,114 0.20% 53,857
BI Asset Management Fondsmaeglerselskab A/S $552,561 0.19% 52,475
Whipplewood Advisors, LLC $545,664 0.19% 51,820
US BANCORP \DE\ $526,500 0.19% 50,000
Naviter Wealth, LLC $519,129 0.18% 49,300
Virtus Investment Advisers, LLC $493,404 0.17% 46,857
Palliser Capital (UK) Ltd $481,252 0.17% 45,703
COMPASS FINANCIAL MANAGEMENT LLC $465,004 0.16% 44,160
Corient Private Wealth LLC $451,758 0.16% 42,902
Almitas Capital LLC $451,579 0.16% 42,885
AQR CAPITAL MANAGEMENT LLC $428,286 0.15% 40,673
COMMERCE BANK $425,211 0.15% 40,381
IEQ CAPITAL, LLC $424,306 0.15% 40,295
Lido Advisors, LLC $401,445 0.14% 38,124
Farther Finance Advisors, LLC $378,848 0.13% 35,978
DRW Securities, LLC $370,677 0.13% 35,202
ROYAL BANK OF CANADA $363,294 0.13% 34,501
MAI Capital Management $355,640 0.13% 33,774
Cerberus Capital Management, L.P. $315,900 0.11% 30,000
JANE STREET GROUP, LLC $313,825 0.11% 29,803
INDEPENDENT FINANCIAL GROUP, LLC $295,598 0.10% 28,072
MACKENZIE FINANCIAL CORP $290,691 0.10% 27,606
United Advisor Group, LLC $275,685 0.10% 26,181
TRANSCEND CAPITAL ADVISORS, LLC $263,407 0.09% 25,015
NewEdge Wealth, LLC $260,722 0.09% 24,760
Cascade Financial Partners, LLC $259,248 0.09% 24,620
MQS Management LLC $256,784 0.09% 24,386
GLENMEDE TRUST CO NA $247,455 0.09% 23,500
SMH CAPITAL ADVISORS INC $231,091 0.08% 21,946
Savant Capital, LLC $225,068 0.08% 21,374
Clarus Group, Inc. $224,194 0.08% 21,291
Aptus Capital Advisors, LLC $224,194 0.08% 21,291
Summit Financial, LLC $222,498 0.08% 21,130
Cornerstone Advisory, LLC $220,898 0.08% 20,978
Cerity Partners LLC $213,032 0.08% 20,231
Black Maple Capital Management LP $210,600 0.07% 20,000
SUSQUEHANNA INTERNATIONAL GROUP, LLP $209,547 0.07% 19,900
SUSQUEHANNA INTERNATIONAL GROUP, LLP $207,441 0.07% 19,700
JPMORGAN CHASE & CO $205,335 0.07% 19,500
FIFTH THIRD BANCORP $203,481 0.07% 19,324
Key facts CIK 1544206 CUSIP 872280102 13F (30d) 2 filings 2 filers Visit website Investor relations