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Disclosery

CGBD CARLYLE SECURED LENDING INC

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COM (common), issuer CIK 1544206

142 managers (142 13F filers) reported a position in CGBD shares at 2026-06-30, 26,483,368 shares in all. 16 filers opened a position and 26 filers sold out during the quarter.

Managers
142
13F filers
142
New
16
Added
43
Reduced
40
Sold out
26
Shares held by filers
26,483,368

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Creative Planningin group Creative Planning3,086,927$32.5M0.02%-145,05913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,799,104$29.5M<0.01%+164,32313F-HRTimelineGroup
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP1,748,836$18.4M0.01%+436,36513F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,395,189$14.7M<0.01%+158,63613F-HRTimelineGroup
CHOREO, LLC1,361,251$14.3M0.16%-26,97313F-HRTimeline
Invesco Ltd.in group Invesco Ltd.1,184,888$12.5M<0.01%-125,93513F-HRTimelineGroup
Lalia Capital, LLC927,333$9.76M4.75%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…870,513$9.17M0.01%+283,33013F-HRTimelineGroup
Muzinich & Co., Inc.741,278$7.81M2.67%+3,53413F-HRTimeline
North Ground Capital616,000$6.49M7.78%+228,48213F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc577,568$6.09M<0.01%+25,98613F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC563,240$5.96M0.01%+14,71513F-HRTimelineGroup
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …519,735$5.47M<0.01%013F-HRTimelineGroup
Diameter Capital Partners LP508,387$5.35M0.57%new13F-HR/ATimeline
CAZ INVESTMENTS LP504,665$5.31M2.53%+484,66513F-HR/ATimeline
ARES MANAGEMENT LLCin group ARES MANAGEMENT LLC472,187$4.97M0.22%+232,18713F-HRTimelineGroup
Arax Advisory Partners465,613$4.9M0.03%+275,27313F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP448,847$4.73M<0.01%-182,07113F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…444,533$4.68M0.01%-3,10513F-HRTimelineGroup
LSV ASSET MANAGEMENT352,150$3.71M0.01%013F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC287,445$3.03M0.21%+36,05013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/280,420$2.95M<0.01%+29,53113F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.276,868$2.92M<0.01%-6,61213F-HRTimelineGroup
TORONTO DOMINION BANKin group TORONTO DOMINION BANK263,276$2.77M<0.01%-186,72413F-HRTimelineGroup
WCG Wealth Advisors LLC229,477$2.42M0.06%+42,78613F-HRTimeline
Callodine Capital Management, LP225,000$2.37M0.16%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN224,183$2.36M<0.01%+25,01713F-HRTimelineGroup
Cliffwater LLC207,319$2.18M0.54%013F-HRTimeline
Advisors Asset Management, Inc.200,997$2.12M0.03%-10,32513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC188,424$1.98M0.01%new13F-HRTimelineGroup
HAGER INVESTMENT MANAGEMENT SERVICES, L…182,377$1.92M0.88%-18,11013F-HRTimeline
Hennion & Walsh Asset Management, Inc.170,736$1.8M0.05%+25,77713F-HRTimeline
Significant Wealth Partners LLC164,757$1.73M1.88%+2,45113F-HRTimeline
HighTower Advisors, LLC149,880$1.58M<0.01%-46,82613F-HRTimeline
Ethos Financial Group, LLC136,990$1.44M0.1%-3,18713F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd136,758$1.44M0.02%+99,64613F-HRTimelineGroup
LPL Financial LLC132,350$1.39M<0.01%-21,09413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC126,936$1.34M<0.01%-18,78813F-HRTimelineGroup
DOLIVER ADVISORS, LP119,781$1.26M0.29%-6,90013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…108,547$1.14M0.07%-38,19513F-HRTimeline
Samalin Investment Counsel, LLC107,636$1.13M0.36%+52913F-HRTimeline
Cetera Investment Advisers103,761$1.09M<0.01%+8,86713F-HRTimeline
Steward Partners Investment Advisory, L…101,236$1.07M0.01%+53,24613F-HRTimeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …100,250$1.06M<0.01%013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC95,496$1.01M<0.01%-8,58913F-HRTimelineGroup
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co90,404$951K<0.01%+10,90513F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC83,677$881K<0.01%+2,15513F-HRTimelineGroup
Balyasny Asset Management L.P.in group Balyasny Asset Management82,388$868K<0.01%+9,92513F-HRTimelineGroup
Janney Montgomery Scott LLC78,393$825K<0.01%+61,08913F-HRTimeline
Closed-End Fund Advisors, Inc.78,104$822K0.8%-20,68113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC77,293$814K<0.01%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC74,753$787K<0.01%+1013F-HRTimelineGroup
Texas Capital Bank Wealth Management Se…72,707$766K0.04%+69313F-HRTimeline
Alpine Global Management, LLC71,496$753K0.12%-44,16713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP67,757$713K<0.01%013F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC66,980$705K0.01%new13F-HRTimelineGroup
DENALI ADVISORS LLC66,398$699K0.07%-6,31413F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC65,157$686K<0.01%-6,14413F-HRTimelineGroup
Verdence Capital Advisors LLC55,956$589K0.03%+14,00113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.53,857$567K<0.01%+3,27813F-HRTimelineGroup
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…52,475$553K<0.01%-230,08313F-HRTimelineGroup
Whipplewood Advisors, LLC51,820$546K0.37%+16,96713F-HRTimeline
Naviter Wealth, LLC49,300$536K0.05%-20,19013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\50,000$526K<0.01%013F-HRTimelineGroup
Virtus Investment Advisers, LLCin group Virtus Investment Advisers, L…46,857$493K0.11%-8,86613F-HRTimelineGroup
Palliser Capital (UK) Ltd45,703$481K0.26%new13F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC44,160$464K0.06%13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP42,902$452K<0.01%-132,39913F-HR/ATimelineGroup
Almitas Capital LLC42,885$452K0.11%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC40,673$428K<0.01%-51813F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK40,381$425K<0.01%013F-HRTimelineGroup
IEQ CAPITAL, LLC40,295$424K<0.01%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC38,124$415K<0.01%+61213F-HRTimelineGroup
Farther Finance Advisors, LLC35,978$379K<0.01%+80013F-HRTimeline
DRW Securities, LLC35,202$371K0.02%-8,80813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA34,501$363K<0.01%-6,64013F-HRTimelineGroup
MAI Capital Management33,774$356K<0.01%013F-HRTimeline
Cerberus Capital Management, L.P.30,000$316K0.02%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC29,803$314K<0.01%new13F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC28,072$296K0.01%+5,19013F-HRTimeline
MACKENZIE FINANCIAL CORP27,606$291K<0.01%+1013F-HRTimeline
United Advisor Group, LLC26,181$276K0.03%-6,11713F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC25,015$263K0.02%013F-HRTimeline
NewEdge Wealth, LLC24,760$261K<0.01%013F-HRTimeline
Cascade Financial Partners, LLC24,620$259K0.02%new13F-HRTimeline
MQS Management LLC24,386$257K0.31%+2,10313F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA23,500$247K<0.01%-1,67513F-HRTimelineGroup
SMH CAPITAL ADVISORS INC21,946$231K0.91%-19213F-HR/ATimeline
Summit Financial, LLC21,130$230K<0.01%013F-HRTimeline
Savant Capital, LLC21,374$225K<0.01%+71313F-HRTimeline
Aptus Capital Advisors, LLC21,291$224K<0.01%013F-HRTimeline
Clarus Group, Inc.21,291$224K0.08%013F-HRTimeline
Cornerstone Advisory, LLC20,978$221K0.02%+2,56313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC20,231$213K<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO19,500$212K<0.01%013F-HRTimelineGroup
Black Maple Capital Management LP20,000$211K0.14%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…19,324$203K<0.01%-80,23313F-HRTimelineGroup
Quantbot Technologies LP19,084$201K0.01%+18,69613F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…18,125$198K0.01%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV17,562$185K<0.01%013F-HR/ATimeline
CAPTRUST FINANCIAL ADVISORS17,457$184K<0.01%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…16,794$177K<0.01%013F-HRTimeline
Dorsey & Whitney Trust CO LLC15,507$163K0.01%-62913F-HRTimeline
Global Retirement Partners, LLC15,205$160K<0.01%13F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC15,047$158K<0.01%new13F-HRTimelineGroup
Eagle Strategies LLC14,863$157K0.02%013F-HRTimeline
Glenview Trust Co14,000$147K<0.01%013F-HR/ATimeline
COMMONWEALTH EQUITY SERVICES, LLC13,843$146K<0.01%-17,73713F-HRTimeline
CFO4Life Group, LLC12,277$129K0.02%+19313F-HRTimeline
SCS Capital Management LLC11,314$123K<0.01%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.11,100$117K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL10,894$115K<0.01%013F-HRTimeline
Beaumont Financial Advisors, LLC10,373$109K0.01%+34313F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…9,665$102K0.03%-65,70813F-HRTimeline
Catalyst Capital Advisors LLC7,087$74.6K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS5,765$60.7K<0.01%+2,08713F-HRTimelineGroup
Triumph Capital Management4,917$51.8K0.01%-36213F-HRTimeline
Security National Bank4,911$51.7K0.01%013F-HRTimeline
Burk Holdings LLC3,499$36.8K0.01%013F-HRTimeline
Rossby Financial, LCC3,000$31.6K0.01%013F-HRTimeline
State of Alaska, Department of Revenue3,011$31K<0.01%013F-HRTimeline
Allworth Financial LP2,528$26.6K<0.01%-313F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD2,336$24.6K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.1,976$20.8K<0.01%+6713F-HRTimeline
GROUP ONE TRADING LLC1,953$20.6K<0.01%-13,95013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,755$18.5K<0.01%-2,67013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,530$16.1K<0.01%013F-HRTimelineGroup
LGT Financial Advisors LLC1,290$13.6K0.07%013F-HRTimeline
Winthrop Capital Management, LLC1,000$11K<0.01%new13F-HRTimeline
Dunhill Financial, LLC660$6.95K<0.01%013F-HRTimeline
Avion Wealth500$5K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC450$4.74K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.400$4.21K<0.01%013F-HRTimeline
CHELSEA COUNSEL CO340$3.7K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC228$2.4K<0.01%new13F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC179$1.95K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC161$1.7K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC129$1.36K<0.01%-32913F-HRTimeline
Caitong International Asset Management …101$1.06K<0.01%+3313F-HRTimeline
AdvisorNet Financial, Inc38$397<0.01%-24813F-HRTimeline
Altshuler Shaham Ltd1$6<0.01%013F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC11$00%013F-HRTimelineGroupValue filed as zero, left out of ratios.