Carlyle Secured Lending Ownership | Who Owns Carlyle Secured Lending?
Carlyle Secured Lending Ownership Summary
Carlyle Secured Lending is owned by 19.42% institutional investors, 0.60% insiders, and 79.98% retail investors. Creative planning is the largest institutional shareholder, holding 6.35% of CGBD shares. VanEck BDC Income ETF is the top mutual fund, with 1.81% of its assets in Carlyle Secured Lending shares.
CGBD Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Carlyle Secured Lending | 19.42% | 0.60% | 79.98% |
| Sector | Financial Services Stocks | 32.19% | 15.44% | 52.37% |
| Industry | Asset Management Stocks | 46.20% | 8.54% | 45.25% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Creative planning | 4.63M | 6.35% | $57.89M |
| Morgan stanley | 2.57M | 3.53% | $32.16M |
| Van eck associates | 1.83M | 2.51% | $22.87M |
| Bank of america corp /de/ | 1.05M | 2.08% | $18.70M |
| Choreo | 1.39M | 1.90% | $17.60M |
| Rivernorth capital management | 1.20M | 1.65% | $15.01M |
| North ground capital | 912.22K | 1.25% | $11.39M |
| Invesco | 901.24K | 1.24% | $11.27M |
| Ubs group | 862.26K | 1.18% | $10.77M |
| Muzinich | 736.44K | 1.01% | $9.20M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| North ground capital | 912.22K | 5.66% | $11.39M |
| Muzinich | 736.44K | 2.89% | $9.20M |
| Greenwich investment management | 104.37K | 1.69% | $1.85M |
| Hager investment management services | 224.20K | 1.53% | $2.80M |
| Bright futures wealth management, llc. | 111.52K | 1.03% | $1.39M |
| Rivernorth capital management | 1.20M | 0.86% | $15.01M |
| Smh capital advisors | 22.14K | 0.56% | $276.50K |
| Cliffwater | 207.32K | 0.54% | $2.59M |
| Alpine global management | 250.61K | 0.54% | $3.13M |
| Mckinley capital management | 166.62K | 0.52% | $2.96M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Rivernorth capital management | 1.20M | 0.86% | 844.13K |
| Two sigma investments, lp | 727.57K | 0.01% | 484.58K |
| North ground capital | 912.22K | 5.66% | 436.09K |
| Rockefeller capital management | 332.27K | 0.01% | 263.59K |
| Jane street group | 256.47K | 0.00% | 256.47K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Prime capital investment advisors | - | - | -2.20M |
| Kingstone capital partners texas | - | - | -410.47K |
| Creative planning | 4.63M | 0.04% | -284.88K |
| Tudor investment corp et al | - | - | -219.15K |
| Condor capital management | - | - | -182.95K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Jane street group | 256.47K | 0.00% | 256.47K | $3.20M |
| Alpine global management | 250.61K | 0.54% | 250.61K | $3.13M |
| Kovitz investment group partners | 151.75K | 0.01% | 151.75K | $1.90M |
| Wcg wealth advisors | 147.14K | 0.05% | 147.14K | $1.84M |
| Lansforsakringar fondforvaltning ab (publ) | 105.10K | 0.01% | 105.10K | $1.31M |
Sold Out
| Holder | Change |
|---|---|
| Total investment management | -1.00 |
| Caitong asset management | -10.00 |
| Yankcom partnership | -64.00 |
| Toth financial advisory | -90.00 |
| Bogart wealth | -100.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 105 | -29.53% | 14,155,641 | -45.18% | 19 | 1.55% | 51 | -33.77% | 28 | -22.22% |
| Sep 30, 2025 | 138 | -4.83% | 25,602,215 | 9.44% | 35 | 3.41% | 73 | -19.78% | 34 | 25.93% |
| Jun 30, 2025 | 149 | 23.14% | 25,772,366 | 39.85% | 35 | 2.69% | 93 | 60.34% | 27 | -15.63% |
| Mar 31, 2025 | 119 | 2.59% | 18,427,107 | 37.92% | 36 | 5.25% | 58 | - | 32 | 6.67% |
| Dec 31, 2024 | 79 | -35.77% | 7,498,017 | -40.56% | 14 | 2.40% | 38 | -32.14% | 22 | -38.89% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| VanEck BDC Income ETF | 1.28M | 1.81% | - |
| Invesco KBW High Dividend Yld Fincl ETF | 977.06K | 1.38% | 3.64K |
| RiverNorth Doubleline Strategic Inc I | 450.00K | 0.64% | 277.07K |
| iShares Listed Private Eq ETF USD Dist | 382.38K | 0.54% | 190.90K |
| Accelerate Divers Crdt Inc ETF | 349.18K | 0.49% | 13.71K |
| BankInvest Børsnoterede Alt. Akk. W | 225.29K | 0.32% | 6.11K |
| Accelerate Diversified Credit Income ETF | 195.50K | 0.27% | -12.15K |
| Nikko Active BDC Mother | 128.37K | 0.25% | - |
| RiverNorth Opportunities | 138.61K | 0.20% | 11.74K |
| Undrly L&G Diversified Life | 96.05K | 0.19% | 38.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 09, 2026 | Chi Alex | CEO | Buy | $97.13K |
| Mar 06, 2026 | Nestor John G. | - | Sell | $10.16K |
| Mar 06, 2026 | Nestor John G. | - | Sell | $39.53K |
| Mar 04, 2026 | Hennigan Thomas M | CFO and President | Buy | $49.88K |
| Nov 14, 2025 | Nestor John G. | - | Sell | $84.10K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | 2 | 2 |
| 2025 Q4 | 2 | 1 |
| 2025 Q3 | 1 | 1 |
| 2025 Q1 | - | - |
| 2024 Q4 | 3 | - |
CGBD Ownership FAQ
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