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Disclosery

CGBD CARLYLE SECURED LENDING INC

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COM (common), issuer CIK 1544206

150 managers (152 13F filers) reported a position in CGBD shares at 2025-12-31, 26,362,186 shares in all. 29 filers opened a position and 27 filers sold out during the quarter.

Managers
150
13F filers
152
New
29
Added
40
Reduced
48
Sold out
27
Shares held by filers
26,362,186

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 Planning3,466,030$43.3M0.03%-1,165,42013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,574,644$32.2M<0.01%+161,97313F-HR/ATimelineGroup
RIVERNORTH CAPITAL MANAGEMENT, LLC1,900,728$23.7M1.12%+699,58613F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP1,692,268$21.1M0.02%-137,25113F-HRTimelineGroup
CHOREO, LLC1,385,100$17.6M0.22%-73,60813F-HRTimeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding1,037,900$13M-174,370Timeline
North Ground Capital912,220$11.4M5.66%+436,08613F-HRTimeline
Invesco Ltd.in group Invesco Ltd.887,656$11.1M<0.01%-13,58113F-HRTimelineGroup
UBS Group AGin group UBS Group AG862,260$10.8M<0.01%+226,77613F-HRTimelineGroup
Muzinich & Co., Inc.736,442$9.2M2.89%+236,52413F-HRTimeline
Mariner, LLCin group Mariner, LLC543,895$6.84M0.01%+87413F-HRTimelineGroup
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …519,735$6.49M<0.01%+101,24213F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc518,842$6.49M<0.01%+78,40413F-HRTimelineGroup
TORONTO DOMINION BANKin group TORONTO DOMINION BANK500,000$6.25M0.01%new13F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.494,132$6.17M<0.01%+1,00313F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…428,516$5.35M0.01%+96,24513F-HR/ATimelineGroup
LSV ASSET MANAGEMENT366,750$4.58M0.01%-26,70013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/344,421$4.3M<0.01%-328,96813F-HRTimelineGroup
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…293,858$3.67M0.03%+25,97613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN269,719$3.37M<0.01%-1,58013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC256,473$3.2M<0.01%new13F-HRTimelineGroup
Closed-End Fund Advisors, Inc.255,435$3.19M1.88%13F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC241,050$3.01M0.23%+36,40013F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…224,204$2.8M1.53%-12,25413F-HRTimeline
Cliffwater LLC207,319$2.59M0.54%013F-HRTimeline
Advisors Asset Management, Inc.203,725$2.54M0.04%-32,44213F-HR/ATimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…202,640$2.53M<0.01%new13F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.176,354$2.2M0.08%+9,04213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP174,650$2.18M<0.01%-118,19513F-HR/ATimelineGroup
Focus Partners Wealthin group Focus Partners Wealth151,749$1.9M<0.01%new13F-HRTimelineGroup
WCG Wealth Advisors LLC147,141$1.84M0.05%new13F-HRTimeline
Ethos Financial Group, LLC140,177$1.75M0.13%-25,59813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC138,133$1.73M<0.01%+19,18613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC130,886$1.63M<0.01%-44,38813F-HRTimelineGroup
DOLIVER ADVISORS, LP122,581$1.53M0.38%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO121,612$1.52M<0.01%+100,11213F-HRTimelineGroup
TrueMark Investments, LLCin group TrueMark Investments, LLC111,844$1.4M0.27%+93,73113F-HRTimelineGroup
Bright Futures Wealth Management, LLC.111,522$1.39M1.03%+15,04813F-HRTimeline
LPL Financial LLC109,901$1.37M<0.01%+5,27913F-HRTimeline
Lansforsakringar Fondforvaltning AB (pu…105,100$1.31M0.01%new13F-HRTimeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …100,250$1.25M<0.01%013F-HRTimelineGroup
COMERICA BANK99,255$1.24M<0.01%+25613F-HRTimeline
Samalin Investment Counsel, LLC97,454$1.22M0.43%new13F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd93,764$1.17M0.03%new13F-HRTimelineGroup
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co91,576$1.15M<0.01%+3,22413F-HRTimelineGroup
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…85,771$1.07M0.02%-22,86513F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC79,087$1.02M<0.01%-6,17913F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC79,619$994K<0.01%+1,92413F-HRTimelineGroup
Global Retirement Partners, LLC79,467$993K0.02%-9,44113F-HRTimeline
Naviter Wealth, LLC76,464$986K0.13%-13,96613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC76,315$953K<0.01%-3,58013F-HRTimelineGroup
Cetera Investment Advisers75,920$948K<0.01%-4,76913F-HRTimeline
DENALI ADVISORS LLC75,146$939K0.1%-36,06513F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC73,084$913K<0.01%-8,39913F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…71,754$896K<0.01%new13F-HRTimelineGroup
HighTower Advisors, LLC70,171$876K<0.01%-1,40413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC69,959$874K<0.01%new13F-HRTimelineGroup
PENSION & WEALTH MANAGEMENT ADVISORS, I…66,798$834K0.25%+4,62513F-HRTimeline
Steward Partners Investment Advisory, L…66,098$826K<0.01%+45,98313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP64,957$811K<0.01%013F-HRTimelineGroup
Virtus Investment Advisers, LLCin group Virtus Investment Advisers, L…63,686$795K0.22%-5,36713F-HRTimelineGroup
CAXTON ASSOCIATES LLP63,655$795K0.02%+15,62913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.57,071$713K<0.01%-1,92513F-HRTimelineGroup
Connor, Clark & Lunn Investment Managem…50,263$628K<0.01%-50,67313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\50,000$624K<0.01%013F-HRTimelineGroup
GFS Advisors, LLC49,700$621K0.07%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA49,168$614K<0.01%-118,24413F-HRTimelineGroup
Verdence Capital Advisors LLC45,753$571K0.03%+1,50013F-HRTimeline
U.S. Capital Wealth Advisors, LLC44,811$560K0.01%new13F-HRTimeline
Almitas Capital LLC42,885$536K0.12%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC41,471$518K<0.01%new13F-HRTimelineGroup
FineMark National Bank & Trust40,381$504K0.02%013F-HRTimeline
IEQ CAPITAL, LLC40,295$503K<0.01%-4,65013F-HRTimeline
Quantbot Technologies LP38,356$479K0.02%+35,78113F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC36,067$450K<0.01%-55,18513F-HRTimelineGroup
Arax Advisory Partners34,936$436K0.01%+34,22013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO34,483$431K0.01%013F-HRTimeline
Sunbelt Securities, Inc.34,182$427K0.03%+1,10013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC34,119$426K<0.01%-1,84313F-HRTimeline
United Advisor Group, LLC32,170$402K0.05%-2,19613F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC29,451$368K0.03%+80513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…28,755$364K<0.01%+16,64413F-HRTimeline
Texas Capital Bank Wealth Management Se…28,125$351K0.02%new13F-HRTimeline
MACKENZIE FINANCIAL CORP27,466$348K<0.01%+85713F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA25,175$314K<0.01%13F-HRTimelineGroup
NewEdge Wealth, LLC24,760$309K<0.01%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC24,559$307K0.01%013F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC22,791$285K0.01%new13F-HRTimelineGroup
Fisher Asset Management, LLC22,461$281K<0.01%013F-HRTimeline
SMH CAPITAL ADVISORS INC22,138$277K0.56%+21313F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP21,677$271K<0.01%-2,58113F-HRTimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC21,470$268K<0.01%new13F-HRTimelineGroup
Aptus Capital Advisors, LLC21,291$266K<0.01%new13F-HRTimeline
Clarus Group, Inc.21,291$266K0.1%013F-HRTimeline
Farther Finance Advisors, LLC21,200$265K<0.01%+2,10013F-HRTimeline
Janney Montgomery Scott LLC21,007$262K<0.01%-14,97513F-HRTimeline
MAI Capital Management20,797$260K<0.01%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC20,039$250K<0.01%+62713F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…20,000$250K<0.01%new13F-HRTimelineGroup
Verition Fund Management LLC19,533$244K<0.01%-58,41413F-HRTimeline
Cornerstone Advisory, LLC18,177$227K0.02%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…18,125$226K0.02%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV17,562$219K<0.01%-33713F-HRTimeline
Avior Wealth Management, LLC17,536$219K0.01%+7,24313F-HRTimeline
Whipplewood Advisors, LLC17,480$218K0.14%-20,61013F-HRTimeline
Dorsey & Whitney Trust CO LLC16,136$202K0.01%new13F-HRTimeline
OpenArc Corporate Advisory, LLC15,526$194K<0.01%13F-HRTimeline
Eagle Strategies LLC14,863$186K0.02%013F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDgroup of 2 filers holding14,744$184KnewTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/14,632$183K<0.01%-26213F-HRTimelineGroup
Entropy Technologies, LP13,767$172K0.01%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP13,520$169K<0.01%-7,30013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…12,713$159K<0.01%+12,31013F-HRTimelineGroup
Financial Alternatives, Inc11,930$149K0.09%013F-HRTimeline
SCS Capital Management LLC11,314$146K<0.01%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…11,100$139K<0.01%013F-HRTimelineGroup
Cambridge Investment Research Advisors,…10,827$135K<0.01%+13613F-HRTimeline
Keebeck Wealth Management10,000$129K0.01%-21,00013F-HRTimeline
Sound Income Strategies, LLC9,383$121K0.01%+7,94613F-HRTimeline
CWM, LLCin group CWM, LLC9,340$117K<0.01%-43013F-HRTimelineGroup
SG Americas Securities, LLC8,929$112K<0.01%new13F-HRTimeline
Catalyst Capital Advisors LLC7,087$88.5K<0.01%013F-HRTimeline
Triumph Capital Management6,886$86K0.02%-31,92613F-HRTimeline
AdvisorNet Financial, Inc6,521$81.5K<0.01%-2,58713F-HRTimeline
Activest Wealth Management6,007$75K0.01%-2,11813F-HRTimeline
EMC Capital Management5,543$69K0.03%-97813F-HRTimeline
Security National Bank4,911$61.3K0.01%-18013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC3,777$47.2K<0.01%new13F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS3,678$45.9K<0.01%-30013F-HRTimelineGroup
Aquatic Capital Management LLC3,296$41.2K<0.01%-24,31013F-HRTimeline
State of Alaska, Department of Revenue3,011$37K<0.01%013F-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$25K0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,530$19.1K<0.01%013F-HR/ATimelineGroup
LGT Financial Advisors LLC1,290$16.1K0.1%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC1,277$16K<0.01%new13F-HRTimeline
SHP Wealth Management1,158$14.5K<0.01%13F-HRTimeline
Nalls Sherbakoff Group, LLC750$9.37K0.01%013F-HRTimeline
Dunhill Financial, LLC660$8.24K<0.01%+16213F-HRTimeline
Avion Wealth500$6K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC450$5.62K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.400$5K<0.01%013F-HRTimeline
CHELSEA COUNSEL CO340$4.38K<0.01%013F-HRTimeline
Truvestments Capital LLC289$3.61K<0.01%013F-HRTimeline
Aspect Partners, LLC272$3.4K<0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC189$2.36K<0.01%-1413F-HRTimeline
NewEdge Advisors, LLC161$2.01K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1$12<0.01%-57613F-HRTimelineGroup
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC11$00%013F-HRTimelineGroupValue filed as zero, left out of ratios.