Carlyle Secured Lending Ownership | Who Owns Carlyle Secured Lending?
Carlyle Secured Lending Ownership Summary
Carlyle Secured Lending is owned by 37.65% institutional investors, 0.63% insiders, and 61.72% retail investors. Creative planning is the largest institutional shareholder, holding 4.77% of CGBD shares. VanEck BDC Income ETF is the top mutual fund, with 1.96% of its assets in Carlyle Secured Lending shares.
CGBD Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Carlyle Secured Lending | 37.65% | 0.63% | 61.72% |
| Sector | Financial Services Stocks | 746.79% | 13.83% | -660.62% |
| Industry | Asset Management Stocks | 33.06% | 10.74% | 56.19% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Creative planning | 3.23M | 4.77% | $35.36M |
| Morgan stanley | 2.63M | 3.89% | $28.82M |
| Bank of america corp /de/ | 1.05M | 2.08% | $18.70M |
| Choreo | 1.39M | 2.05% | $15.74M |
| Van eck associates | 1.31M | 1.94% | $14.36M |
| Invesco | 1.31M | 1.94% | $14.34M |
| Ubs group | 1.24M | 1.83% | $13.53M |
| Muzinich | 737.74K | 1.09% | $8.07M |
| Two sigma investments, lp | 630.92K | 0.93% | $6.90M |
| Russell investments group | 587.18K | 0.87% | $6.42M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| North ground capital | 387.52K | 5.11% | $4.24M |
| Muzinich | 737.74K | 2.82% | $8.07M |
| Significant wealth partners | 162.31K | 2.19% | $1.78M |
| Greenwich investment management | 104.37K | 1.69% | $1.85M |
| Hager investment management services | 200.49K | 1.21% | $2.19M |
| Smh capital advisors | 242.00 | 0.74% | $242.19K |
| Cliffwater | 207.32K | 0.60% | $2.27M |
| Mckinley capital management | 166.62K | 0.52% | $2.96M |
| Samalin investment counsel | 107.11K | 0.42% | $1.17M |
| Gries financial | 187.75K | 0.37% | $2.35M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Invesco | 1.31M | 0.00% | 423.17K |
| Russell investments group | 587.18K | 0.01% | 384.54K |
| Ubs group | 1.24M | 0.00% | 374.29K |
| Ares management | 240.00K | 0.17% | 240.00K |
| Significant wealth partners | 162.31K | 2.19% | 162.31K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Prime capital investment advisors | - | - | -2.20M |
| Rivernorth capital management | - | - | -1.27M |
| North ground capital | 387.52K | 5.11% | -524.70K |
| Kingstone capital partners texas | - | - | -410.47K |
| Van eck associates | 1.31M | 0.01% | -379.80K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Ares management | 240.00K | 0.17% | 240.00K | $2.63M |
| Significant wealth partners | 162.31K | 2.19% | 162.31K | $1.78M |
| Kovitz investment group partners | 151.75K | 0.01% | 151.75K | $1.90M |
| Zions bancorporation, national association /ut/ | 146.74K | 0.10% | 146.74K | $1.61M |
| Fifth third bancorp | 99.56K | 0.00% | 99.56K | $1.09M |
Sold Out
| Holder | Change |
|---|---|
| Citigroup | -1.00 |
| Total investment management | -1.00 |
| Wealthcollab | -45.00 |
| Yankcom partnership | -64.00 |
| Toth financial advisory | -90.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 156 | -2.50% | 25,496,609 | -4.70% | 37 | 2.80% | 77 | 1.32% | 47 | -4.08% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| VanEck BDC Income ETF | 1.36M | 1.96% | -3.76K |
| Invesco KBW High Dividend Yld Fincl ETF | 1.17M | 1.70% | - |
| Accelerate Divers Crdt Inc ETF | 496.77K | 0.72% | 169.40K |
| BankInvest Børsnoterede Alt. Akk. W | 303.06K | 0.44% | 9.20K |
| RiverNorth Opportunities | 300.00K | 0.43% | -148.18K |
| iShares Listed Private Eq ETF USD Dist | 276.54K | 0.40% | - |
| CAZ Strategic Opportunities I | 264.80K | 0.38% | 264.80K |
| Accelerate Diversified Credit Income ETF | 195.50K | 0.27% | -12.15K |
| Nikko Active BDC Mother | 128.37K | 0.25% | - |
| Länsförsäkringar Multistrategi | 139.52K | 0.20% | 4.57K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jun 01, 2026 | Nestor John G. | - | Sell | $17.74K |
| May 15, 2026 | Nestor John G. | - | Sell | $9.93K |
| May 15, 2026 | Nestor John G. | - | Sell | $19.29K |
| May 15, 2026 | Nestor John G. | - | Sell | $38.71K |
| Mar 20, 2026 | Taylor Francis | Treasurer | Buy | $2.60K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | - | 4 |
| 2026 Q1 | 3 | 2 |
| 2025 Q4 | 2 | 1 |
| 2025 Q3 | 1 | 1 |
| 2025 Q1 | - | - |
CGBD Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools