Carlyle Secured Lending Ownership | Who Owns Carlyle Secured Lending?
Carlyle Secured Lending Ownership Summary
Carlyle Secured Lending is owned by 35.12% institutional investors, 0.60% insiders, and 64.28% 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 2.24% of its assets in Carlyle Secured Lending shares.
CGBD Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Carlyle Secured Lending | 35.12% | 0.60% | 64.28% |
| Sector | Financial Services Stocks | 36.95% | 15.48% | 47.58% |
| Industry | Asset Management Stocks | 33.98% | 9.07% | 56.95% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Creative planning | 4.63M | 6.35% | $57.89M |
| Morgan stanley | 2.41M | 3.31% | $30.16M |
| Van eck associates | 1.83M | 2.51% | $22.87M |
| Bank of america corp /de/ | 1.05M | 2.08% | $18.70M |
| Choreo | 1.46M | 2.00% | $18.82M |
| Rivernorth capital management | 1.20M | 1.65% | $15.01M |
| Invesco | 901.24K | 1.24% | $11.27M |
| Two sigma investments, lp | 727.57K | 1.00% | $9.09M |
| Ubs group | 635.48K | 0.87% | $7.94M |
| Mariner | 543.02K | 0.74% | $6.79M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| North ground capital | 476.13K | 3.65% | $5.95M |
| Muzinich | 499.92K | 2.41% | $6.25M |
| Greenwich investment management | 104.37K | 1.69% | $1.85M |
| Hager investment management services | 236.46K | 1.60% | $2.96M |
| Bright futures wealth management, llc. | 96.47K | 0.94% | $1.21M |
| Rivernorth capital management | 1.20M | 0.86% | $15.01M |
| Smh capital advisors | 21.93K | 0.57% | $277.13M |
| Cliffwater | 207.32K | 0.55% | $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 | 476.13K | 3.65% | 476.13K |
| Rockefeller capital management | 332.27K | 0.01% | 263.59K |
| Alpine global management | 250.61K | 0.54% | 250.61K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Prime capital investment advisors | - | - | -2.20M |
| Lsv asset management | 393.45K | 0.01% | -467.11K |
| Kingstone capital partners texas | - | - | -410.47K |
| Cliffwater | 207.32K | 0.55% | -341.30K |
| Creative planning | 4.63M | 0.04% | -284.88K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| North ground capital | 476.13K | 3.65% | 476.13K | $5.95M |
| Alpine global management | 250.61K | 0.54% | 250.61K | $3.13M |
| Kovitz investment group partners | 151.75K | 0.01% | 151.75K | $1.90M |
| Marshall wace, llp | 140.74K | 0.00% | 140.74K | $1.76M |
| Bright futures wealth management, llc. | 96.47K | 0.94% | 96.47K | $1.21M |
Sold Out
| Holder | Change |
|---|---|
| Total investment management | -1.00 |
| Yankcom partnership | -64.00 |
| Toth financial advisory | -90.00 |
| Bogart wealth | -100.00 |
| Frazier financial advisors | -136.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2024 | 121 | 4.31% | 12,614,044 | -1.17% | 24 | 3.93% | 54 | -10.00% | 37 | 27.59% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| VanEck BDC Income ETF | 1.63M | 2.24% | -1.55K |
| Invesco KBW High Dividend Yld Fincl ETF | 727.59K | 1.00% | - |
| iShares Listed Private Eq ETF USD Dist | 262.25K | 0.36% | - |
| Accelerate Divers Crdt Inc ETF | 260.79K | 0.36% | -89.08K |
| Accelerate Diversified Credit Income ETF | 195.50K | 0.27% | -12.15K |
| Nikko Active BDC Mother | 128.37K | 0.25% | - |
| RiverNorth Doubleline Strategic Inc I | 172.93K | 0.24% | 172.93K |
| Undrly L&G Diversified Life | 96.05K | 0.19% | 38.00 |
| Undrly L&G Pen PMC Diversified | 96.01K | 0.19% | 96.01K |
| Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ | 134.52K | 0.18% | 50.41K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 13, 2025 | Hennigan Thomas M | CFO | Buy | $101.14K |
| Nov 10, 2025 | Joseph Nelson | PAO | Buy | $17.76K |
| Aug 18, 2025 | Nestor John G. | - | Sell | $178.58K |
| Aug 20, 2025 | Hennigan Thomas M | CFO | Buy | $100.17K |
| Nov 22, 2024 | Jenkins Mark David | - | Buy | $63.82K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | 1 | - |
| 2025 Q3 | 1 | 1 |
| 2025 Q1 | - | - |
| 2024 Q4 | 3 | - |
| 2024 Q3 | 2 | 1 |
CGBD Ownership FAQ
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