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Disclosery

CGBD CARLYLE SECURED LENDING INC

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COM (common), issuer CIK 1544206

150 managers (151 13F filers) reported a position in CGBD shares at 2025-06-30, 25,369,647 shares in all. 46 filers opened a position and 13 filers sold out during the quarter.

Managers
150
13F filers
151
New
46
Added
47
Reduced
28
Sold out
13
Shares held by filers
25,369,647

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 Planning4,916,335$67.3M0.06%+44,06213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,295,522$31.4M<0.01%-53,72513F-HRTimelineGroup
Prime Capital Investment Advisors, LLC2,204,508$30.2M0.4%new13F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP1,785,996$24.4M0.03%+582,13313F-HRTimelineGroup
CHOREO, LLC1,458,028$20.5M0.29%new13F-HRTimeline
LSV ASSET MANAGEMENT860,563$11.8M0.03%-395,52613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/795,522$10.9M<0.01%-266,25713F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.779,586$10.7M<0.01%+121,68613F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding577,689$7.9M-284,916Timeline
UBS Group AGin group UBS Group AG567,546$7.76M<0.01%+155,96113F-HRTimelineGroup
Cliffwater LLC548,617$7.51M1.54%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC543,376$7.43M0.01%new13F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc459,870$6.29M<0.01%+127,68113F-HRTimelineGroup
RIVERNORTH CAPITAL MANAGEMENT, LLC357,013$4.88M0.27%new13F-HRTimeline
Muzinich & Co., Inc.352,617$4.82M2.2%+157,90013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA266,213$3.64M<0.01%-9,39913F-HR/ATimelineGroup
BlackRock, Inc.in group BlackRock, Inc.264,185$3.61M<0.01%+66,86013F-HRTimelineGroup
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …264,138$3.61M<0.01%+80,73713F-HRTimelineGroup
HAGER INVESTMENT MANAGEMENT SERVICES, L…236,263$3.23M1.93%+10,09713F-HRTimeline
Advisors Asset Management, Inc.223,857$3.06M0.05%-24,49113F-HR/ATimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…219,176$3M0.03%+216,83713F-HRTimelineGroup
TUDOR INVESTMENT CORP ET AL219,146$3M0.02%+173,11613F-HRTimeline
GRIES FINANCIAL LLC197,240$2.7M0.49%013F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC194,680$2.66M0.22%+18,72513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC190,921$2.61M<0.01%+4,61713F-HRTimelineGroup
Y-Intercept (Hong Kong) Ltd180,466$2.47M0.06%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC177,462$2.43M<0.01%-6,68713F-HRTimelineGroup
CONDOR CAPITAL MANAGEMENT175,506$2.4M0.21%-99,90313F-HRTimeline
Ethos Financial Group, LLC174,172$2.38M0.2%+2,30113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP167,300$2.29M<0.01%new13F-HR/ATimelineGroup
Qube Research & Technologies Ltd152,607$2.09M<0.01%+120,55813F-HRTimeline
Summit Trail Advisors, LLC146,027$2.06M0.04%new13F-HRTimeline
DENALI ADVISORS LLC132,433$1.81M0.19%-3,60313F-HRTimeline
DOLIVER ADVISORS, LP122,581$1.68M0.46%new13F-HRTimeline
Hennion & Walsh Asset Management, Inc.116,342$1.59M0.06%-29313F-HRTimeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …102,650$1.4M<0.01%-27,85013F-HRTimelineGroup
Northeast Financial Consultants Inc102,219$1.4M0.06%+59,44913F-HRTimeline
Naviter Wealth, LLC90,991$1.28M0.16%new13F-HRTimeline
LPL Financial LLC90,409$1.24M<0.01%+7,95113F-HRTimeline
COMERICA BANK88,367$1.21M<0.01%013F-HRTimeline
Global Retirement Partners, LLC81,453$1.11M0.03%13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC76,065$1.04M<0.01%+1,62813F-HRTimelineGroup
PARK CIRCLE Co71,225$974K0.84%013F-HRTimeline
HighTower Advisors, LLC70,945$971K<0.01%+54113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…68,681$940K<0.01%+20,71013F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC67,308$921K<0.01%+5,59913F-HRTimelineGroup
Cetera Investment Advisers67,124$918K<0.01%+8,92913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP64,957$889K<0.01%013F-HRTimelineGroup
Virtus Investment Advisers, LLCin group Virtus Investment Advisers, L…63,217$865K0.29%+11,22713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.54,125$741K<0.01%-7,01413F-HR/ATimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC52,234$735K<0.01%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…50,389$689K<0.01%new13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\50,000$684K<0.01%013F-HRTimelineGroup
Triumph Capital Management49,845$682K0.2%+8,21413F-HR/ATimeline
GFS Advisors, LLC49,700$680K0.09%new13F-HRTimeline
Round Rock Advisors LLC46,562$637K0.11%+76213F-HRTimeline
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co45,932$629K<0.01%+2,04013F-HRTimelineGroup
IEQ CAPITAL, LLC45,745$626K<0.01%+9,59413F-HRTimeline
Cascade Financial Partners, LLC43,840$600K0.07%new13F-HRTimeline
1858 WEALTH MANAGEMENT, LLC41,343$566K0.42%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC41,015$561K<0.01%-134,55313F-HRTimelineGroup
Verdence Capital Advisors LLC40,413$553K0.04%-55213F-HRTimeline
FineMark National Bank & Trust40,381$552K0.02%-1,24313F-HRTimeline
MQS Management LLC38,917$532K0.29%new13F-HRTimeline
OXFORD ASSET MANAGEMENT LLP37,198$509K0.17%new13F-HRTimeline
Dynamic Technology Lab Private Ltd37,061$507K0.07%new13F-HRTimeline
Janney Montgomery Scott LLC35,804$490K<0.01%-28113F-HRTimeline
Whipplewood Advisors, LLC34,802$476K0.26%new13F-HRTimeline
Magnetar Financial LLCin group Magnetar Financial LLC34,727$475K<0.01%new13F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO34,483$472K0.01%new13F-HRTimeline
Aquatic Capital Management LLC34,407$471K0.01%+8,69913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN34,053$466K<0.01%-23613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC34,003$465K<0.01%+2,89613F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC33,023$452K0.02%+14,05613F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC32,590$446K0.01%+8,70713F-HRTimelineGroup
Arkadios Wealth Advisors32,410$443K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…32,249$441K<0.01%+13,49813F-HRTimeline
Glenmede Investment Management, LP32,175$440K<0.01%13F-HRTimeline
Keebeck Wealth Management31,000$436K0.06%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP30,820$422K<0.01%-14,74813F-HRTimelineGroup
CAXTON ASSOCIATES LLP29,445$403K0.01%013F-HRTimeline
United Advisor Group, LLC26,115$357K0.06%+2,19613F-HRTimeline
MACKENZIE FINANCIAL CORP25,898$354K<0.01%+80813F-HRTimeline
Patton Albertson Miller Group, LLC25,114$344K0.05%new13F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC25,015$342K0.03%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC24,134$330K0.01%+3,51913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC22,529$308K<0.01%new13F-HRTimelineGroup
Fisher Asset Management, LLC22,461$307K<0.01%+19913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO22,216$304K<0.01%-10,31013F-HRTimelineGroup
SMH CAPITAL ADVISORS INC21,925$300K0.68%new13F-HRTimeline
Clarus Group, Inc.21,291$291K0.11%013F-HRTimeline
MAI Capital Management20,797$285K<0.01%new13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP19,401$265K<0.01%new13F-HRTimelineGroup
Catalina Capital Group, LLC19,239$263K0.18%new13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC18,874$258K<0.01%+57613F-HR/ATimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…18,125$248K0.02%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV17,890$245K<0.01%new13F-HRTimeline
Financial Alternatives, Inc17,591$241K0.16%013F-HRTimeline
Arista Wealth Management, LLC17,573$240K0.03%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…15,341$214K<0.01%new13F-HRTimeline
Cambridge Investment Research Advisors,…15,391$211K<0.01%+4213F-HRTimeline
Eagle Strategies LLC14,863$203K0.03%new13F-HRTimeline
Aigen Investment Management, LP14,436$197K0.03%new13F-HRTimeline
PharVision Advisers, LLC14,041$192K0.28%new13F-HRTimeline
U.S. Capital Wealth Advisors, LLC13,850$189K0.01%+3,54013F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC13,100$179K<0.01%new13F-HR/ATimelineGroup
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD12,900$176K<0.01%-51,70013F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS12,650$173K<0.01%new13F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/12,424$170K<0.01%+12,08913F-HR/ATimelineGroup
HB Wealth Management, LLC11,790$161K<0.01%013F-HRTimeline
SCS Capital Management LLC11,314$159K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.8,797$158K0.01%-1,50013F-HRTimeline
AdvisorNet Financial, Inc11,163$153K0.01%-14,89913F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…11,100$152K<0.01%-56513F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC10,698$146K<0.01%+19313F-HRTimelineGroup
Quantbot Technologies LP10,664$146K<0.01%new13F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…10,592$145K<0.01%new13F-HRTimelineGroup
ADVISORY RESEARCH INC10,387$142K0.02%new13F-HRTimeline
Activest Wealth Management8,125$111K0.03%-5,60013F-HRTimeline
Catalyst Capital Advisors LLC7,087$97K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC6,836$94K<0.01%+3413F-HRTimelineGroup
EMC Capital Management6,521$89K0.05%-6,50013F-HRTimeline
Quarry LP4,636$63.4K0.01%+2,62913F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,313$59K<0.01%+3,92513F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,630$36K<0.01%+1,10013F-HRTimelineGroup
Allworth Financial LP2,528$34.6K<0.01%013F-HRTimeline
Heritage Wealth Advisors2,100$28.7K<0.01%013F-HRTimeline
AllSquare Wealth Management LLC1,400$19.2K0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…1,345$18.4K0.01%new13F-HRTimeline
Sound Income Strategies, LLC1,191$16.3K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC1,199$16K<0.01%+77813F-HRTimeline
TRUST CO OF VERMONT1,080$14.8K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC1,050$14.4K<0.01%new13F-HRTimeline
Nalls Sherbakoff Group, LLC750$10.3K0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…750$10.3K<0.01%new13F-HRTimelineGroup
Arax Advisory Partners716$9.79K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC577$7.89K<0.01%-6,73013F-HRTimelineGroup
Dunhill Financial, LLC498$6.81K<0.01%013F-HRTimeline
Truvestments Capital LLC487$6.66K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC450$6.16K<0.01%-3,76013F-HRTimeline
Avion Wealth500$6K<0.01%013F-HR/ATimeline
LANARK FINANCIAL, INC.400$5K<0.01%013F-HRTimeline
CHELSEA COUNSEL CO340$4.79K<0.01%013F-HRTimeline
Caitong International Asset Management …227$3.1K<0.01%+18513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP180$2.51K<0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC161$2.2K<0.01%013F-HRTimeline
YANKCOM Partnership64$876<0.01%013F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC1$19<0.01%new13F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC11$00%013F-HRTimelineGroupValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.