CGBD · Company research
Carlyle Secured Lending, Inc. Common Stock (CGBD): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| WCG Wealth Advisors LLC | 1855713 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 229477 | 2416394 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| US BANCORP \DE\ | 36104 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50000 | 526500 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| CFO4Life Group, LLC | 1706351 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12277 | 129274 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Alpine Global Management, LLC | 1581655 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 71496 | 752853 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MAI Capital Management | 1040197 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33774 | 355641 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Allworth Financial LP | 1555170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2528 | 26620 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Invesco Ltd. | 914208 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1184887 | 12476860 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Palliser Capital (UK) Ltd | 1881490 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 45703 | 481253 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Rossby Financial, LCC | 2056510 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3000 | 31590 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| MORGAN STANLEY | 895421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8 | 84 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| OSAIC HOLDINGS, INC. | 1677044 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 53857 | 567306 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HARBOR INVESTMENT ADVISORY, LLC | 1468792 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 450 | 4739 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| ACADIAN ASSET MANAGEMENT LLC | 916542 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11 | 0 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1141802 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1530 | 16111 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 109380 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 108547 | 1143000 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Corient Private Wealth LP | 1948780 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 182469 | 1921396 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Aptus Capital Advisors, LLC | 1664193 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21291 | 224194 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| BLAIR WILLIAM & CO/IL | 902367 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10894 | 114714 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Tower Research Capital LLC (TRC) | 1533421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1755 | 18480 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| ARES MANAGEMENT LLC | 1259313 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 472187 | 4972129 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Savant Capital, LLC | 1482880 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21374 | 225064 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| SIMPLEX TRADING, LLC | 1488542 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 500 | 5265 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Triumph Capital Management | 1730765 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4917 | 51776 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| GLENMEDE TRUST CO NA | 314949 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23500 | 247455 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| GROUP ONE TRADING LLC | 932540 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1953 | 20565 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Eagle Strategies LLC | 1907666 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14863 | 156507 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| GREAT VALLEY ADVISOR GROUP, INC. | 1769897 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11100 | 116883 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Whipplewood Advisors, LLC | 2052510 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 51820 | 545665 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Black Maple Capital Management LP | 1588959 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20000 | 210600 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| United Advisor Group, LLC | 2004873 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26181 | 275686 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| LPL Financial LLC | 1403438 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 132350 | 1393647 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Closed-End Fund Advisors, Inc. | 2103520 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 78104 | 822435 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Balyasny Asset Management L.P. | 1218710 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 79394 | 836019 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Verdence Capital Advisors LLC | 1719305 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 55956 | 589212 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| Clarus Group, Inc. | 1844568 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21291 | 224194 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Glenview Trust Co | 1691827 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14000 | 153160 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Global Retirement Partners, LLC | 1749744 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15205 | 160106 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| MQS Management LLC | 1759395 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24386 | 256785 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| COMMONWEALTH EQUITY SERVICES, LLC | 312272 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13843 | 145770 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| Almitas Capital LLC | 1596468 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 42885 | 451579 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| CANADA LIFE ASSURANCE Co | 1046192 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 90404 | 951 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| TORONTO DOMINION BANK | 947263 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 263276 | 2772296 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MACKENZIE FINANCIAL CORP | 919859 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27606 | 290691 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Rockefeller Capital Management L.P. | 1739439 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 444533 | 4680937 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Ethos Financial Group, LLC | 1954242 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 136990 | 1442502 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| DENALI ADVISORS LLC | 1142941 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 66398 | 699171 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| North Ground Capital | 2055446 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 616000 | 6486480 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Russell Investments Group, Ltd. | 1692234 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 870513 | 9166501 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| TRANSCEND CAPITAL ADVISORS, LLC | 1776082 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25015 | 263408 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| AMERIPRISE FINANCIAL INC | 820027 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 126936 | 1336639 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SMH CAPITAL ADVISORS INC | 1180391 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21946 | 231091 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| VAN ECK ASSOCIATES CORP | 869178 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1403342 | 14777191 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| DRW Securities, LLC | 1481986 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 35202 | 370677 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| LSV ASSET MANAGEMENT | 1050470 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 352150 | 3708 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| NewEdge Wealth, LLC | 1861796 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24760 | 260723 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Cascade Financial Partners, LLC | 2021208 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24620 | 259249 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Farther Finance Advisors, LLC | 1992825 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 35978 | 378848 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Vident Advisory, LLC | 1744347 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15047 | 158445 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| SCS Capital Management LLC | 1303159 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11314 | 123096 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Avion Wealth | 1792704 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 500 | 5 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Callodine Capital Management, LP | 1741675 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 225000 | 2369250 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| FIFTH THIRD BANCORP | 35527 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19324 | 203482 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 2057170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 100250 | 1055633 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| NewEdge Advisors, LLC | 1633516 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 161 | 1695 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| BANK OF AMERICA CORP /DE/ | 70858 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 129266 | 1361169 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| TWO SIGMA INVESTMENTS, LP | 1179392 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 448847 | 4726359 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Cliffwater LLC | 1659851 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 207319 | 2183069 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Caitong International Asset Management Co., Ltd | 1963355 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 101 | 1064 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Steward Partners Investment Advisory, LLC | 1723397 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 101236 | 1066015 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Quantbot Technologies LP | 1512991 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19084 | 200955 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| BNP PARIBAS FINANCIAL MARKETS | 1166588 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5765 | 60705 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Beaumont Financial Advisors, LLC | 1957394 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10373 | 109229 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Texas Capital Bank Wealth Management Services Inc | 1802655 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 72707 | 765605 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Security National Bank | 1719739 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4911 | 51713 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Cerity Partners LLC | 1566475 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20231 | 213031 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Cetera Investment Advisers | 1666741 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 103761 | 1092606 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Creative Planning | 1540235 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3083277 | 32466906 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Naviter Wealth, LLC | 1855567 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 49300 | 536380 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| COMMERCE BANK | 1009076 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 40381 | 425211 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| JANE STREET GROUP, LLC | 1595888 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18742 | 197353 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.