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Disclosery

CGBD CARLYLE SECURED LENDING INC

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COM (common), issuer CIK 1544206

149 managers (150 13F filers) reported a position in CGBD shares at 2025-09-30, 25,658,717 shares in all. 20 filers opened a position and 20 filers sold out during the quarter.

Managers
149
13F filers
150
New
20
Added
55
Reduced
37
Sold out
20
Shares held by filers
25,658,717

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 Planning4,631,450$57.9M0.04%-284,88513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,412,671$30.2M<0.01%+117,14913F-HR/ATimelineGroup
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP1,829,519$22.9M0.02%+43,52313F-HRTimelineGroup
CHOREO, LLC1,458,708$18.8M0.25%+68013F-HRTimeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding1,212,270$15.2M+634,581Timeline
RIVERNORTH CAPITAL MANAGEMENT, LLC1,201,142$15M0.86%+844,12913F-HRTimeline
Invesco Ltd.in group Invesco Ltd.901,237$11.3M<0.01%+121,65113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/673,389$8.42M<0.01%-122,13313F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG635,484$7.94M<0.01%+67,93813F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC543,021$6.79M0.01%-35513F-HRTimelineGroup
Muzinich & Co., Inc.499,918$6.25M2.42%+147,30113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.493,129$6.16M<0.01%+228,94413F-HRTimelineGroup
North Ground Capital476,134$5.95M3.65%new13F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc440,438$5.51M<0.01%-19,43213F-HRTimelineGroup
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …418,493$5.23M<0.01%+154,35513F-HRTimelineGroup
LSV ASSET MANAGEMENT393,450$4.92M0.01%-467,11313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…332,271$4.15M0.01%+263,59013F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP292,845$3.66M0.01%+125,54513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN271,299$3.39M<0.01%+237,24613F-HRTimelineGroup
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…267,882$3.35M0.03%+48,70613F-HRTimelineGroup
HAGER INVESTMENT MANAGEMENT SERVICES, L…236,458$2.96M1.6%+19513F-HRTimeline
Advisors Asset Management, Inc.236,167$2.95M0.05%+12,31013F-HR/ATimeline
Cliffwater LLC207,319$2.59M0.55%-341,29813F-HRTimeline
Qube Research & Technologies Ltd206,966$2.59M<0.01%+54,35913F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC204,650$2.56M0.19%+9,97013F-HRTimeline
GRIES FINANCIAL LLC187,755$2.35M0.37%-9,48513F-HRTimeline
CONDOR CAPITAL MANAGEMENT182,951$2.29M0.19%+7,44513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC175,274$2.19M<0.01%-2,18813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA167,412$2.09M<0.01%-98,80113F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.167,312$2.09M0.08%+50,97013F-HRTimeline
Ethos Financial Group, LLC165,775$2.07M0.16%-8,39713F-HRTimeline
NorthCoast Asset Management LLC151,749$1.9M0.01%new13F-HRTimeline
Summit Trail Advisors, LLC146,027$1.88M0.03%013F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP140,736$1.76M<0.01%new13F-HRTimelineGroup
Y-Intercept (Hong Kong) Ltd127,321$1.59M0.04%-53,14513F-HRTimeline
DOLIVER ADVISORS, LP122,581$1.53M0.4%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC118,947$1.49M<0.01%-71,97413F-HRTimelineGroup
DENALI ADVISORS LLC111,211$1.39M0.16%-21,22213F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…108,636$1.36M0.02%+98,04413F-HRTimelineGroup
LPL Financial LLC104,622$1.31M<0.01%+14,21313F-HRTimeline
Connor, Clark & Lunn Investment Managem…100,936$1.26M<0.01%new13F-HRTimeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …100,250$1.25M<0.01%-2,40013F-HRTimelineGroup
COMERICA BANK98,999$1.24M<0.01%+10,63213F-HRTimeline
Bright Futures Wealth Management, LLC.96,474$1.21M0.94%13F-HRTimeline
Naviter Wealth, LLC90,430$1.17M0.14%-56113F-HRTimeline
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co88,352$1.14M<0.01%+42,42013F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC91,252$1.14M<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC88,908$1.11M0.02%+7,45513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC85,266$1.1M<0.01%+33,03213F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC81,483$1.02M<0.01%new13F-HRTimelineGroup
Cetera Investment Advisers80,689$1.01M<0.01%+13,56513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC79,895$999K<0.01%+12,58713F-HRTimelineGroup
Verition Fund Management LLC77,947$974K0.01%new13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC77,695$971K<0.01%+1,63013F-HRTimelineGroup
HighTower Advisors, LLC71,575$895K<0.01%+63013F-HRTimeline
Virtus Investment Advisers, LLCin group Virtus Investment Advisers, L…69,053$863K0.25%+5,83613F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP64,957$812K<0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.58,996$781K<0.01%+4,87113F-HRTimelineGroup
PENSION & WEALTH MANAGEMENT ADVISORS, I…62,173$777K0.24%+60,82813F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd51,610$645K0.01%new13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\50,000$625K<0.01%013F-HRTimelineGroup
GFS Advisors, LLC49,700$621K0.08%013F-HRTimeline
CAXTON ASSOCIATES LLP48,026$600K0.02%+18,58113F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.47,963$600K<0.01%new13F-HRTimelineGroup
Verdence Capital Advisors LLC44,253$569K0.03%+3,84013F-HRTimeline
IEQ CAPITAL, LLC44,945$562K<0.01%-80013F-HRTimeline
FineMark National Bank & Trust40,381$505K0.02%013F-HRTimeline
Triumph Capital Management38,812$485K0.13%-11,03313F-HR/ATimeline
1858 WEALTH MANAGEMENT, LLC38,343$479K0.34%-3,00013F-HRTimeline
Whipplewood Advisors, LLC38,090$476K0.31%+3,28813F-HRTimeline
Janney Montgomery Scott LLC35,982$450K<0.01%+17813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC35,962$450K<0.01%+1,95913F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO34,483$431K0.01%013F-HRTimeline
United Advisor Group, LLC34,366$430K0.06%+8,25113F-HRTimeline
Sunbelt Securities, Inc.33,082$414K0.03%+24,28513F-HRTimeline
Keebeck Wealth Management31,000$400K0.05%013F-HRTimeline
MQS Management LLC30,243$378K0.22%-8,67413F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC28,646$358K0.03%+3,63113F-HRTimeline
Aquatic Capital Management LLC27,606$345K0.01%-6,80113F-HRTimeline
MACKENZIE FINANCIAL CORP26,609$333K<0.01%+71113F-HRTimeline
Glenmede Investment Management, LP25,175$315K<0.01%-7,00013F-HRTimeline
Patton Albertson Miller Group, LLC25,114$314K0.04%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC24,559$307K0.01%+42513F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP24,258$303K<0.01%+4,85713F-HRTimelineGroup
Fisher Asset Management, LLC22,461$281K<0.01%013F-HRTimeline
SMH CAPITAL ADVISORS INC21,925$277K0.57%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO21,500$269K<0.01%-71613F-HR/ATimelineGroup
Clarus Group, Inc.21,291$266K0.09%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP20,820$260K<0.01%-10,00013F-HRTimelineGroup
MAI Capital Management20,797$260K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…20,115$251K<0.01%-12,13413F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…18,125$248K0.02%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC19,412$243K<0.01%+53813F-HR/ATimelineGroup
Aigen Investment Management, LP19,117$239K0.04%+4,68113F-HRTimeline
Farther Finance Advisors, LLC19,100$239K<0.01%+18,05013F-HRTimeline
TrueMark Investments, LLCin group TrueMark Investments, LLC18,113$226K0.04%new13F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV17,899$224K<0.01%+913F-HRTimeline
Arista Wealth Management, LLC17,573$220K0.03%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC17,289$216K<0.01%-5,24013F-HRTimelineGroup
Eagle Strategies LLC14,863$186K0.02%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/14,894$186K<0.01%+2,47013F-HRTimelineGroup
HB Wealth Management, LLC13,940$174K<0.01%+2,15013F-HRTimeline
Catalina Capital Group, LLC12,698$159K0.1%-6,54113F-HRTimeline
Financial Alternatives, Inc11,930$149K0.09%-5,66113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…12,111$147K<0.01%-3,23013F-HRTimeline
SCS Capital Management LLC11,314$146K<0.01%013F-HRTimeline
ADVISORY RESEARCH INC11,340$142K0.02%+95313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC11,146$139K<0.01%+44813F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…11,100$139K<0.01%013F-HRTimelineGroup
Cambridge Investment Research Advisors,…10,691$134K<0.01%-4,70013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.10,713$134K<0.01%new13F-HRTimelineGroup
Avior Wealth Management, LLC10,293$129K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC9,770$122K<0.01%+2,93413F-HRTimelineGroup
AdvisorNet Financial, Inc9,108$114K0.01%-2,05513F-HRTimeline
Activest Wealth Management8,125$102K0.02%013F-HRTimeline
Catalyst Capital Advisors LLC7,087$88.6K<0.01%013F-HRTimeline
EMC Capital Management6,521$82K0.04%013F-HRTimeline
Security National Bank5,091$63.6K0.01%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS3,978$49.7K<0.01%-8,67213F-HRTimelineGroup
State of Alaska, Department of Revenue3,011$37K<0.01%new13F-HRTimeline
Quantbot Technologies LP2,575$32.2K<0.01%-8,08913F-HRTimeline
Allworth Financial LP2,528$31.6K<0.01%013F-HRTimeline
Heritage Wealth Advisors2,100$26.2K<0.01%013F-HRTimeline
Rossby Financial, LCC2,000$24.8K0.01%new13F-HRTimeline
Private Wealth Management Group, LLC1,904$23.8K0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,530$19.1K<0.01%-1,10013F-HRTimelineGroup
AllSquare Wealth Management LLC1,400$17.5K0.01%013F-HRTimeline
Sound Income Strategies, LLC1,437$17.1K<0.01%+24613F-HRTimeline
TRUST CO OF VERMONT1,080$13.5K<0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC750$9.38K0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…750$9.38K<0.01%013F-HRTimelineGroup
Arax Advisory Partners716$8.95K<0.01%013F-HRTimeline
CX Institutional601$8K<0.01%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC577$7.21K<0.01%013F-HRTimelineGroup
Dunhill Financial, LLC498$6.22K<0.01%013F-HRTimeline
Avion Wealth500$6K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC450$5.62K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…403$5.04K<0.01%-3,91013F-HRTimelineGroup
LANARK FINANCIAL, INC.400$5K<0.01%013F-HRTimeline
Advisory Services Network, LLC386$4.83K<0.01%new13F-HRTimeline
CHELSEA COUNSEL CO340$4.39K<0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC301$3.76K<0.01%new13F-HR/ATimelineGroup
Truvestments Capital LLC289$3.61K<0.01%-19813F-HRTimeline
Wealthspire Advisors, LLC219$2.74K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP180$2.35K<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC161$2.01K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC203$2K<0.01%-99613F-HRTimeline
Caitong International Asset Management …10$125<0.01%-21713F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC11$00%013F-HRTimelineGroupValue filed as zero, left out of ratios.