CGBD · Carlyle Secured Lending, Inc. · Shareholders & Ownership

$10.08 -0.05 (-0.49%)

Market Cap

$693.55M

68.80M

Volume · Oct 21 512.96K Avg daily vol (3M) 517.58K

Every disclosed holder of CGBD in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns CGBD

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	143	26,685,500	38.78%	Yes
Insiders (Forms 3, 4, 5)	11	432,978	0.63%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	41,686,103	60.59%	Rest
Registered funds (N-PORT, not summed)	11	3,389,609	4.93%	No

Shares outstanding: 68,804,581, the issuer's latest cover-page count restated onto today's split basis.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of CGBD

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	Creative Planning 13F CIK 1540235 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,086,927	4.49%	-145,059	Jun 30, 2026	carried, not yet filed for the newest quarter
2	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,799,104	4.07%	+164,323	Jun 30, 2026	carried, not yet filed for the newest quarter
3	VAN ECK ASSOCIATES CORP 13F CIK 869178 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,748,836	2.54%	+436,365	Jun 30, 2026	carried, not yet filed for the newest quarter
4	VanEck BDC Income ETF Fund S000033466 · Registered fund · Jun 30, 2026 VanEck ETF Trust, not summed	1,405,452	2.04%	+428,698	Jun 30, 2026	VanEck ETF Trust, not summed
5	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,395,189	2.03%	+158,636	Jun 30, 2026	carried, not yet filed for the newest quarter
6	CHOREO, LLC 13F CIK 1679031 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,361,251	1.98%	-26,973	Jun 30, 2026	carried, not yet filed for the newest quarter
7	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,184,888	1.72%	-125,935	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	Invesco KBW High Dividend Yield Financial ETF Fund S000030361 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	1,277,395	1.86%	+300,335	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
7.2	Invesco High Yield Fund Fund S000000243 · Registered fund · May 31, 2026 AIM Investment Securities Funds (Invesco Investment Securities Funds), not summed	45,000	0.07%	0	May 31, 2026	AIM Investment Securities Funds (Invesco Investment Securities Funds), not summed
8	Lalia Capital, LLC 13F CIK 2106818 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	927,333	1.35%	+927,333	Jun 30, 2026	carried, not yet filed for the newest quarter
9	Russell Investments Group, Ltd. 13F CIK 1692234 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	870,513	1.27%	+283,330	Jun 30, 2026	carried, not yet filed for the newest quarter
10	Muzinich & Co., Inc. 13F CIK 1618824 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	741,278	1.08%	+3,534	Jun 30, 2026	carried, not yet filed for the newest quarter
11	North Ground Capital 13F CIK 2055446 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	616,000	0.90%	+228,482	Jun 30, 2026	carried, not yet filed for the newest quarter
12	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	577,568	0.84%	+25,986	Jun 30, 2026	carried, not yet filed for the newest quarter
13	Mariner, LLC 13F CIK 1373442 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	563,240	0.82%	+14,715	Jun 30, 2026	carried, not yet filed for the newest quarter
14	Sumitomo Mitsui Trust Group, Inc. 13F CIK 1475365 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	519,735	0.76%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
15	Diameter Capital Partners LP 13F CIK 1727012 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	508,387	0.74%	+508,387	Jun 30, 2026	carried, not yet filed for the newest quarter
16	CAZ INVESTMENTS LP 13F CIK 1159363 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	504,665	0.73%	+484,665	Jun 30, 2026	carried, not yet filed for the newest quarter
17	ARES MANAGEMENT LLC 13F CIK 1259313 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	472,187	0.69%	+232,187	Jun 30, 2026	carried, not yet filed for the newest quarter
18	Arax Advisory Partners 13F CIK 1586767 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	465,613	0.68%	+275,273	Jun 30, 2026	carried, not yet filed for the newest quarter
19	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	448,847	0.65%	-182,071	Jun 30, 2026	carried, not yet filed for the newest quarter
20	Rockefeller Capital Management L.P. 13F CIK 1739439 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	444,533	0.65%	-3,105	Jun 30, 2026	carried, not yet filed for the newest quarter
21	LSV ASSET MANAGEMENT 13F CIK 1050470 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	352,150	0.51%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	LSV Small Cap Value Fund Fund S000039922 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	95,900	0.14%	0	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
22	NOVARE CAPITAL MANAGEMENT LLC 13F CIK 1388409 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	287,445	0.42%	+36,050	Jun 30, 2026	carried, not yet filed for the newest quarter
23	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	280,420	0.41%	+29,531	Jun 30, 2026	carried, not yet filed for the newest quarter
24	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	276,868	0.40%	-6,612	Jun 30, 2026	carried, not yet filed for the newest quarter
25	TORONTO DOMINION BANK 13F CIK 947263 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	263,276	0.38%	-186,724	Jun 30, 2026	carried, not yet filed for the newest quarter
26	WCG Wealth Advisors LLC 13F CIK 1855713 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	229,477	0.33%	+42,786	Jun 30, 2026	carried, not yet filed for the newest quarter
27	Callodine Capital Management, LP 13F CIK 1741675 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	225,000	0.33%	+225,000	Jun 30, 2026	carried, not yet filed for the newest quarter
28	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	224,183	0.33%	+25,017	Jun 30, 2026	carried, not yet filed for the newest quarter
29	Cliffwater Corporate Lending Fund Fund · Registered fund · Jun 30, 2026 Cliffwater Corporate Lending Fund, not summed	207,319	0.30%	—	Jun 30, 2026	Cliffwater Corporate Lending Fund, not summed
29.1	CAZ Strategic Opportunities Fund Fund · Registered fund · Jun 30, 2026 CAZ Strategic Opportunities Fund, not summed	264,800	0.38%	—	Jun 30, 2026	CAZ Strategic Opportunities Fund, not summed
29.2	Monachil Credit Income Fund Fund · Registered fund · Jun 30, 2026 Monachil Credit Income Fund, not summed	20,000	0.03%	—	Jun 30, 2026	Monachil Credit Income Fund, not summed
30	Cliffwater LLC 13F CIK 1659851 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	207,319	0.30%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
31	Hennion & Walsh Asset Management, Inc. 13F CIK 1861642 · Unknown · Sep 30, 2026	202,234	0.29%	+31,498	Sep 30, 2026
32	Advisors Asset Management, Inc. 13F CIK 1297376 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	200,997	0.29%	-10,325	Jun 30, 2026	carried, not yet filed for the newest quarter
33	PARK AVENUE SECURITIES LLC 13F CIK 1071640 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	188,424	0.27%	+188,424	Jun 30, 2026	carried, not yet filed for the newest quarter
34	HAGER INVESTMENT MANAGEMENT SERVICES, LLC 13F CIK 2026645 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	182,377	0.27%	-18,110	Jun 30, 2026	carried, not yet filed for the newest quarter
35	Significant Wealth Partners LLC 13F CIK 1964680 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	164,757	0.24%	+2,451	Jun 30, 2026	carried, not yet filed for the newest quarter
36	HighTower Advisors, LLC 13F CIK 1462245 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	149,880	0.22%	-46,826	Jun 30, 2026	carried, not yet filed for the newest quarter
37	Ethos Financial Group, LLC 13F CIK 1954242 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	136,990	0.20%	-3,187	Jun 30, 2026	carried, not yet filed for the newest quarter
38	XTX Topco Ltd 13F CIK 1828301 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	136,758	0.20%	+99,646	Jun 30, 2026	carried, not yet filed for the newest quarter
39	LPL Financial LLC 13F CIK 1403438 · Broker-dealer · Jun 30, 2026 carried, not yet filed for the newest quarter	132,350	0.19%	-21,094	Jun 30, 2026	carried, not yet filed for the newest quarter
40	Jenkins Mark David Insider CIK 1810761 · Mar 27, 2025 Co-President, issuer-wide	128,044	0.19%	+29,724	Mar 27, 2025	Co-President, issuer-wide
41	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	126,936	0.18%	-18,788	Jun 30, 2026	carried, not yet filed for the newest quarter
42	DOLIVER ADVISORS, LP 13F CIK 938077 · Registered investment adviser · Sep 30, 2026	119,781	0.17%	0	Sep 30, 2026
43	Y-Intercept (Hong Kong) Ltd 13F CIK 1772875 · Exempt reporting adviser · Sep 30, 2026	117,747	0.17%	+117,747	Sep 30, 2026
44	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 13F CIK 109380 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	108,547	0.16%	-38,195	Jun 30, 2026	carried, not yet filed for the newest quarter
45	Samalin Investment Counsel, LLC 13F CIK 1544366 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	107,636	0.16%	+529	Jun 30, 2026	carried, not yet filed for the newest quarter
46	Cetera Investment Advisers 13F CIK 1666741 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	103,761	0.15%	+8,867	Jun 30, 2026	carried, not yet filed for the newest quarter
47	Hennigan Thomas M Insider CIK 1734741 · Mar 4, 2026 Director, CFO and President, issuer-wide	101,324	0.15%	+4,430	Mar 4, 2026	Director, CFO and President, issuer-wide
48	Steward Partners Investment Advisory, LLC 13F CIK 1723397 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	101,236	0.15%	+53,246	Jun 30, 2026	carried, not yet filed for the newest quarter
49	Universal- Beteiligungs- und Servicegesellschaft mbH 13F CIK 2057170 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	100,250	0.15%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
50	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	95,496	0.14%	-8,589	Jun 30, 2026	carried, not yet filed for the newest quarter

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Showing 1–50 of 158 holders

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Key facts CIK 1544206 CUSIP 872280102 13F (30d) 15 filings 15 filers Visit website Investor relations