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Disclosery

CGBD CARLYLE SECURED LENDING INC

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COM (common), issuer CIK 1544206

155 managers (155 13F filers) reported a position in CGBD shares at 2026-03-31, 25,580,725 shares in all. 29 filers opened a position and 23 filers sold out during the quarter.

Managers
155
13F filers
155
New
29
Added
46
Reduced
45
Sold out
23
Shares held by filers
25,580,725

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 Planning3,231,986$35.4M0.02%-234,04413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,634,781$28.8M<0.01%+60,13713F-HRTimelineGroup
CHOREO, LLC1,388,224$15.7M0.19%+3,12413F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP1,312,471$14.4M0.01%-379,79713F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.1,310,823$14.3M<0.01%+423,16713F-HRTimelineGroup
RIVERNORTH CAPITAL MANAGEMENT, LLC1,272,507$13.9M0.7%-628,22113F-HRTimeline
UBS Group AGin group UBS Group AG1,236,553$13.5M<0.01%+374,29313F-HRTimelineGroup
Muzinich & Co., Inc.737,744$8.07M2.82%+1,30213F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP630,918$6.9M0.01%-106,48213F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…587,183$6.42M0.01%+384,54313F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc551,582$6.03M<0.01%+32,74013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC548,525$6M0.01%+4,63013F-HRTimelineGroup
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …519,735$5.69M<0.01%013F-HRTimelineGroup
TORONTO DOMINION BANKin group TORONTO DOMINION BANK450,000$4.92M0.01%-50,00013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…447,638$4.9M0.01%+19,12213F-HRTimelineGroup
North Ground Capital387,518$4.24M5.11%-524,70213F-HRTimeline
LSV ASSET MANAGEMENT352,150$3.85M0.01%-14,60013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth304,864$3.34M<0.01%+153,11513F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.283,480$3.1M<0.01%-210,65213F-HRTimelineGroup
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…282,558$3.09M0.03%-11,30013F-HRTimelineGroup
NOVARE CAPITAL MANAGEMENT LLC251,395$2.75M0.22%+10,34513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/250,889$2.74M<0.01%-93,53213F-HRTimelineGroup
ARES MANAGEMENT LLCin group ARES MANAGEMENT LLC240,000$2.63M0.17%new13F-HRTimelineGroup
Advisors Asset Management, Inc.211,322$2.31M0.04%+7,59713F-HRTimeline
Cliffwater LLC207,319$2.27M0.6%013F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…200,487$2.19M1.21%-23,71713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN199,166$2.18M<0.01%-70,55313F-HR/ATimelineGroup
HighTower Advisors, LLC196,706$2.15M<0.01%+126,53513F-HRTimeline
Arax Advisory Partners190,340$2.08M0.06%+155,40413F-HRTimeline
WCG Wealth Advisors LLC186,691$2.04M0.06%+39,55013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC179,500$1.96M<0.01%+143,43313F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP175,301$1.92M<0.01%+65113F-HRTimelineGroup
Significant Wealth Partners LLC162,306$1.78M2.19%new13F-HRTimeline
Ethos Financial Group, LLC140,177$1.75M0.13%013F-HRTimeline
LPL Financial LLC153,444$1.68M<0.01%+43,54313F-HRTimeline
Y-Intercept (Hong Kong) Ltd151,465$1.66M0.03%new13F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…146,742$1.61M0.1%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC145,724$1.59M<0.01%+7,59113F-HR/ATimelineGroup
Hennion & Walsh Asset Management, Inc.144,959$1.59M0.05%-31,39513F-HRTimeline
Lansforsakringar Fondforvaltning AB (pu…134,949$1.48M0.01%+29,84913F-HRTimeline
DOLIVER ADVISORS, LP126,681$1.39M0.32%+4,10013F-HRTimeline
Alpine Global Management, LLC115,663$1.27M0.19%new13F-HRTimeline
Samalin Investment Counsel, LLC107,107$1.17M0.42%+9,65313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC104,085$1.14M<0.01%-26,80113F-HRTimelineGroup
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …100,250$1.1M<0.01%013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…99,557$1.09M<0.01%new13F-HRTimelineGroup
Closed-End Fund Advisors, Inc.98,785$1.08M1.1%-156,65013F-HRTimeline
Cetera Investment Advisers94,894$1.04M<0.01%+18,97413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC81,522$892K<0.01%+1,90313F-HRTimelineGroup
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co79,499$873K<0.01%-12,07713F-HRTimelineGroup
PENSION & WEALTH MANAGEMENT ADVISORS, I…75,373$825K0.24%+8,57513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC74,743$818K<0.01%-1,57213F-HRTimelineGroup
DENALI ADVISORS LLC72,712$795K0.09%-2,43413F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management72,463$793K<0.01%new13F-HRTimelineGroup
Naviter Wealth, LLC69,490$788K0.1%-6,97413F-HRTimeline
Texas Capital Bank Wealth Management Se…72,014$788K0.05%+43,88913F-HRTimeline
U.S. Capital Wealth Advisors, LLC71,432$781K0.02%+26,62113F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC71,301$780K<0.01%-1,78313F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP67,757$741K<0.01%+2,80013F-HRTimelineGroup
CWM, LLCin group CWM, LLC56,873$622K<0.01%+47,53313F-HRTimelineGroup
Virtus Investment Advisers, LLCin group Virtus Investment Advisers, L…55,723$610K0.17%-7,96313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.50,579$554K<0.01%-6,49213F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\50,000$547K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…47,990$525K<0.01%-18,10813F-HRTimeline
DRW Securities, LLC44,010$481K0.03%new13F-HRTimeline
Avior Wealth Management, LLC43,047$471K0.01%+25,51113F-HRTimeline
Almitas Capital LLC42,885$469K0.11%013F-HRTimeline
Verdence Capital Advisors LLC41,955$459K0.03%-3,79813F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC41,191$451K<0.01%-28013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA41,141$450K<0.01%-8,02713F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK40,381$442K<0.01%new13F-HRTimelineGroup
IEQ CAPITAL, LLC40,295$441K<0.01%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC37,512$425K<0.01%-41,57513F-HRTimelineGroup
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…38,225$418K<0.01%-47,54613F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd37,112$406K0.01%-56,65213F-HRTimelineGroup
Farther Finance Advisors, LLC35,178$382K<0.01%+13,97813F-HRTimeline
Whipplewood Advisors, LLC34,853$381K0.2%+17,37313F-HRTimeline
Sunbelt Securities, Inc.34,197$374K0.02%+1513F-HRTimeline
MAI Capital Management33,774$369K<0.01%+12,97713F-HRTimeline
TrueMark Investments, LLCin group TrueMark Investments, LLC32,883$360K0.07%-78,96113F-HRTimelineGroup
United Advisor Group, LLC32,298$353K0.04%+12813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC31,580$345K<0.01%-2,53913F-HRTimeline
Cerberus Capital Management, L.P.30,000$328K0.01%new13F-HRTimeline
MACKENZIE FINANCIAL CORP27,596$302K<0.01%+13013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA25,175$275K<0.01%013F-HRTimelineGroup
Schonfeld Strategic Advisors LLC25,116$275K<0.01%new13F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC25,015$274K0.02%-4,43613F-HRTimeline
NewEdge Wealth, LLC24,760$271K<0.01%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…23,225$254K<0.01%-48,52913F-HRTimelineGroup
Fisher Asset Management, LLC22,931$251K<0.01%+47013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC22,882$250K0.01%-1,67713F-HR/ATimeline
MQS Management LLC22,283$244K0.16%new13F-HRTimeline
SMH CAPITAL ADVISORS INC22,138$242K0.68%013F-HR/ATimeline
Summit Financial, LLC21,130$240K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC21,291$233K<0.01%013F-HRTimeline
Clarus Group, Inc.21,291$233K0.08%013F-HRTimeline
Aquatic Capital Management LLC21,274$233K0.01%+17,97813F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC20,661$226K<0.01%+62213F-HRTimelineGroup
Trexquant Investment LP20,255$222K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO19,500$220K<0.01%-102,11213F-HR/ATimelineGroup
CAZ INVESTMENTS LPin group CAZ INVESTMENTS LP20,000$219K0.26%new13F-HRTimelineGroup
nVerses Capital, LLC19,664$215K0.2%new13F-HRTimeline
Entropy Technologies, LP18,913$207K0.01%+5,14613F-HRTimeline
Cornerstone Advisory, LLC18,415$201K0.02%+23813F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…18,125$197K0.01%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV17,562$192K<0.01%013F-HRTimeline
Janney Montgomery Scott LLC17,304$189K<0.01%-3,70313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…16,794$184K<0.01%-11,96113F-HRTimeline
Dorsey & Whitney Trust CO LLC16,136$177K0.01%013F-HRTimeline
Catalina Capital Group, LLC15,966$175K0.11%new13F-HRTimeline
GROUP ONE TRADING LLC15,903$174K0.01%new13F-HRTimeline
OpenArc Corporate Advisory, LLC15,526$170K<0.01%013F-HRTimeline
CAXTON ASSOCIATES LLP15,424$169K<0.01%-48,23113F-HRTimeline
Eagle Strategies LLC14,863$163K0.02%013F-HRTimeline
Glenview Trust Co14,000$153K<0.01%new13F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC12,980$142K0.01%-9,81113F-HRTimelineGroup
CFO4Life Group, LLC12,084$132K0.02%new13F-HRTimeline
SCS Capital Management LLC11,314$128K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB11,700$128K<0.01%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…11,100$121K<0.01%013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL10,894$119K<0.01%new13F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC10,541$115K<0.01%-10,92913F-HRTimelineGroup
First Affirmative Financial Network10,084$110K0.04%13F-HR/ATimeline
Beaumont Financial Advisors, LLC10,030$110K0.01%new13F-HRTimeline
Sound Income Strategies, LLC9,383$102K<0.01%013F-HRTimeline
Activest Wealth Management8,125$88.9K0.02%+2,11813F-HRTimeline
Catalyst Capital Advisors LLC7,087$77.5K<0.01%013F-HRTimeline
Triumph Capital Management5,279$59.9K0.01%-1,60713F-HRTimeline
Security National Bank4,911$53.7K0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,425$48.4K<0.01%-8,28813F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS3,678$40.2K<0.01%013F-HRTimelineGroup
Burk Holdings LLC3,499$38.3K0.02%new13F-HRTimeline
Rossby Financial, LCC3,000$32.6K0.01%+1,00013F-HRTimeline
State of Alaska, Department of Revenue3,011$32K<0.01%013F-HRTimeline
Allworth Financial LP2,531$27.7K<0.01%+313F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDgroup of 2 filers holding2,336$25.6K-12,408Timeline
Heritage Wealth Advisors2,100$23K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,909$20.9K<0.01%new13F-HRTimeline
Advisory Services Network, LLC1,886$20.6K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,530$16.7K<0.01%013F-HRTimelineGroup
LGT Financial Advisors LLC1,290$14.1K0.07%013F-HRTimeline
Dunhill Financial, LLC660$7.22K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC458$5.01K<0.01%+26913F-HRTimeline
Avion Wealth500$5K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC450$4.92K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.400$4.38K<0.01%013F-HRTimeline
Quantbot Technologies LP388$4.25K<0.01%-37,96813F-HRTimeline
CHELSEA COUNSEL CO340$3.86K<0.01%013F-HR/ATimeline
AdvisorNet Financial, Inc286$3.13K<0.01%-6,23513F-HRTimeline
NewEdge Advisors, LLC161$1.76K<0.01%013F-HR/ATimeline
Caitong International Asset Management …68$744<0.01%new13F-HRTimeline
WealthCollab, LLC45$493<0.01%new13F-HRTimeline
SHP Wealth Management0$4<0.01%-1,15813F-HRTimelineAmount filed as zero, left out of ratios.
Altshuler Shaham Ltd1$2<0.01%new13F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC11$00%013F-HRTimelineGroupValue filed as zero, left out of ratios.