Carlyle Secured Lending, Inc. (CGBD) — Institutional Holders, Q2 2026
142 institutional investment managers reported a CGBD position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $284.5M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
CGBD in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- CAZ INVESTMENTSAdded · +1,009,330 sh+$10.6M
- Lalia CapitalNew · +927,333 sh+$9.8M
- Diameter Capital PartnersNew · +508,387 sh+$5.4M
- VAN ECK ASSOCIATESAdded · +436,365 sh+$4.6M
- Russell Investments Group, Ltd.Added · +283,330 sh+$3.0M
Biggest sellers
- RIVERNORTH CAPITAL MANAGEMENTSold out · -1,272,507 sh-$13.4M
- Focus Partners WealthSold out · -304,864 sh-$3.2M
- BI Asset Management Fondsmaeglerselskab A/STrimmed · -230,083 sh-$2.4M
- TORONTO DOMINION BANKTrimmed · -186,724 sh-$2.0M
- TWO SIGMA INVESTMENTSTrimmed · -182,071 sh-$1.9M
CGBD 13F holders ranked 1–100 of 142
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | Creative Planning#1 · 3,086,927 sh | 3,086,927 | $32.5M | 0.02% | -4.5% |
| 2 | MORGAN STANLEY#2 · 2,799,104 sh | 2,799,104 | $29.5M | <0.01% | +6.2% |
| 3 | VAN ECK ASSOCIATES#3 · 1,748,836 sh | 1,748,836 | $18.4M | 0.01% | +33.2% |
| 4 | UBS Group AG#4 · 1,395,189 sh | 1,395,189 | $14.7M | <0.01% | +12.8% |
| 5 | CHOREO#5 · 1,361,251 sh | 1,361,251 | $14.3M | 0.16% | -1.9% |
| 6 | Invesco Ltd.#6 · 1,184,888 sh | 1,184,888 | $12.5M | <0.01% | -9.6% |
| 7 | CAZ INVESTMENTS#7 · 1,029,330 sh | 1,029,330 | $10.8M | 1.05% | +5046.7% |
| 8 | Lalia Capital#8 · 927,333 sh | 927,333 | $9.8M | 4.75% | New |
| 9 | Russell Investments Group, Ltd.#9 · 870,513 sh | 870,513 | $9.2M | <0.01% | +48.3% |
| 10 | Muzinich#10 · 741,278 sh | 741,278 | $7.8M | — | +0.5% |
| 11 | North Ground Capital#11 · 616,000 sh | 616,000 | $6.5M | 7.78% | +59.0% |
| 12 | Legal & General Group Plc#12 · 577,568 sh | 577,568 | $6.1M | <0.01% | +4.7% |
| 13 | Mariner#13 · 563,240 sh | 563,240 | $6.0M | <0.01% | +2.7% |
| 14 | Sumitomo Mitsui#14 · 519,735 sh | 519,735 | $5.5M | <0.01% | 0.0% |
| 15 | Diameter Capital Partners#15 · 508,387 sh | 508,387 | $5.4M | 0.43% | New |
| 16 | ARES MANAGEMENT#16 · 472,187 sh | 472,187 | $5.0M | 0.22% | +96.7% |
| 17 | SRS Capital Advisors#17 · 465,613 sh | 465,613 | $4.9M | 0.03% | +144.6% |
| 18 | TWO SIGMA INVESTMENTS#18 · 448,847 sh | 448,847 | $4.7M | <0.01% | -28.9% |
| 19 | Rockefeller Capital Management L.P.#19 · 444,533 sh | 444,533 | $4.7M | <0.01% | -0.7% |
| 20 | LSV ASSET MANAGEMENT#20 · 352,150 sh | 352,150 | $3.7M | <0.01% | 0.0% |
| 21 | NOVARE CAPITAL MANAGEMENT#21 · 287,445 sh | 287,445 | $3.0M | 0.21% | +14.3% |
| 22 | BANK OF AMERICA#22 · 280,420 sh | 280,420 | $3.0M | <0.01% | +11.8% |
| 23 | BlackRock#23 · 276,868 sh | 276,868 | $2.9M | 0.00% | -2.3% |
| 24 | TORONTO DOMINION BANK#24 · 263,276 sh | 263,276 | $2.8M | <0.01% | -41.5% |
| 25 | WCG Wealth Advisors#25 · 229,477 sh | 229,477 | $2.4M | 0.06% | +22.9% |
| 26 | Callodine Capital Management#26 · 225,000 sh | 225,000 | $2.4M | 0.15% | New |
| 27 | WELLS FARGO & COMPANY#27 · 224,183 sh | 224,183 | $2.4M | <0.01% | +12.6% |
| 28 | Cliffwater#28 · 207,319 sh | 207,319 | $2.2M | 0.54% | 0.0% |
| 29 | Advisors Asset Management#29 · 200,997 sh | 200,997 | $2.1M | 0.03% | -4.9% |
| 30 | PARK AVENUE SECURITIES#30 · 188,424 sh | 188,424 | $2.0M | — | New |
| 31 | HAGER INVESTMENT MANAGEMENT SERVICES#31 · 182,377 sh | 182,377 | $1.9M | 0.88% | -9.0% |
| 32 | Hennion & Walsh Asset Management#32 · 170,736 sh | 170,736 | $1.8M | — | +17.8% |
| 33 | Significant Wealth Partners#33 · 164,757 sh | 164,757 | $1.7M | 1.88% | +1.5% |
| 34 | HighTower Advisors#34 · 149,880 sh | 149,880 | $1.6M | <0.01% | -23.8% |
| 35 | Ethos Financial Group#35 · 136,990 sh | 136,990 | $1.4M | 0.10% | -2.3% |
| 36 | XTX Topco Ltd#36 · 136,758 sh | 136,758 | $1.4M | 0.02% | +268.5% |
| 37 | LPL Financial#37 · 132,350 sh | 132,350 | $1.4M | <0.01% | -13.7% |
| 38 | AMERIPRISE FINANCIAL#38 · 126,936 sh | 126,936 | $1.3M | <0.01% | -12.9% |
| 39 | DOLIVER ADVISORS#39 · 119,781 sh | 119,781 | $1.3M | — | -5.4% |
| 40 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#40 · 108,547 sh | 108,547 | $1.1M | 0.07% | -26.0% |
| 41 | Samalin Investment Counsel#41 · 107,636 sh | 107,636 | $1.1M | — | +0.5% |
| 42 | Cetera Investment Advisers#42 · 103,761 sh | 103,761 | $1.1M | <0.01% | +9.3% |
| 43 | Steward Partners Investment Advisory#43 · 101,236 sh | 101,236 | $1.1M | <0.01% | +111.0% |
| 44 | Universal- Beteiligungs- und Servicegesellschaft mbH#44 · 100,250 sh | 100,250 | $1.1M | <0.01% | 0.0% |
| 45 | RAYMOND JAMES FINANCIAL#45 · 95,496 sh | 95,496 | $1.0M | <0.01% | -8.3% |
| 46 | GREAT WEST LIFE ASSURANCE#46 · 90,404 sh | 90,404 | $951.0K | <0.01% | +13.7% |
| 47 | Pathstone#47 · 83,677 sh | 83,677 | $881.1K | <0.01% | +2.6% |
| 48 | BALYASNY ASSET MANAGEMENT L.P.#48 · 82,388 sh | 82,388 | $867.5K | <0.01% | +13.7% |
| 49 | Janney Montgomery Scott#49 · 78,393 sh | 78,393 | $825.0K | <0.01% | +353.0% |
| 50 | Closed-End Fund Advisors#50 · 78,104 sh | 78,104 | $822.4K | 0.80% | -20.9% |
| 51 | CITADEL ADVISORS#51 · 77,293 sh | 77,293 | $813.9K | <0.01% | New |
| 52 | ENVESTNET ASSET MANAGEMENT#52 · 74,753 sh | 74,753 | $787.2K | <0.01% | 0.0% |
| 53 | Texas Capital Bank Wealth Management Services#53 · 72,707 sh | 72,707 | $765.6K | 0.04% | +1.0% |
| 54 | Alpine Global Management#54 · 71,496 sh | 71,496 | $752.9K | 0.12% | -38.2% |
| 55 | TRUIST FINANCIAL#55 · 67,757 sh | 67,757 | $713.5K | <0.01% | 0.0% |
| 56 | Apollon Wealth Management#56 · 66,980 sh | 66,980 | $705.3K | — | New |
| 57 | DENALI ADVISORS#57 · 66,398 sh | 66,398 | $699.2K | 0.07% | -8.7% |
| 58 | Neuberger Berman Group#58 · 65,157 sh | 65,157 | $686.1K | <0.01% | -8.6% |
| 59 | Verdence Capital Advisors#59 · 55,956 sh | 55,956 | $589.2K | — | +33.4% |
| 60 | OSAIC#60 · 53,857 sh | 53,857 | $567.3K | <0.01% | +6.5% |
| 61 | BI Asset Management Fondsmaeglerselskab A/S#61 · 52,475 sh | 52,475 | $553.0K | — | -81.4% |
| 62 | Whipplewood Advisors#62 · 51,820 sh | 51,820 | $545.7K | — | +48.7% |
| 63 | Naviter Wealth#63 · 49,300 sh | 49,300 | $536.4K | 0.05% | -29.1% |
| 64 | US BANCORP \DE\#64 · 50,000 sh | 50,000 | $526.5K | <0.01% | 0.0% |
| 65 | Virtus Investment Advisers#65 · 46,857 sh | 46,857 | $493.4K | 0.11% | -15.9% |
| 66 | Palliser Capital (UK) Ltd#66 · 45,703 sh | 45,703 | $481.3K | 0.26% | New |
| 67 | COMPASS FINANCIAL MANAGEMENT#67 · 44,160 sh | 44,160 | $463.6K | 0.06% | — |
| 68 | Corient Private Wealth#68 · 42,902 sh | 42,902 | $451.8K | <0.01% | -75.5% |
| 69 | Almitas Capital#69 · 42,885 sh | 42,885 | $451.6K | 0.11% | 0.0% |
| 70 | AQR CAPITAL MANAGEMENT#70 · 40,673 sh | 40,673 | $428.3K | <0.01% | -1.3% |
| 71 | COMMERCE BANK#71 · 40,381 sh | 40,381 | $425.2K | <0.01% | 0.0% |
| 72 | IEQ CAPITAL#72 · 40,295 sh | 40,295 | $424.3K | <0.01% | 0.0% |
| 73 | Lido Advisors#73 · 38,124 sh | 38,124 | $414.6K | <0.01% | +1.6% |
| 74 | Farther Finance Advisors#74 · 35,978 sh | 35,978 | $378.8K | — | +2.3% |
| 75 | DRW Securities#75 · 35,202 sh | 35,202 | $370.7K | <0.01% | -20.0% |
| 76 | ROYAL BANK OF CANADA#76 · 34,501 sh | 34,501 | $363.0K | <0.01% | -16.1% |
| 77 | MAI Capital Management#77 · 33,774 sh | 33,774 | $355.6K | <0.01% | 0.0% |
| 78 | Cerberus Capital Management, L.P.#78 · 30,000 sh | 30,000 | $315.9K | 0.02% | 0.0% |
| 79 | JANE STREET GROUP#79 · 29,803 sh | 29,803 | $313.8K | 0.00% | New |
| 80 | INDEPENDENT FINANCIAL GROUP#80 · 28,072 sh | 28,072 | $295.6K | — | +22.7% |
| 81 | MACKENZIE FINANCIAL#81 · 27,606 sh | 27,606 | $290.7K | <0.01% | 0.0% |
| 82 | United Advisor Group#82 · 26,181 sh | 26,181 | $275.7K | 0.03% | -18.9% |
| 83 | TRANSCEND WEALTH COLLECTIVE#83 · 25,015 sh | 25,015 | $263.4K | 0.02% | 0.0% |
| 84 | NewEdge Wealth#84 · 24,760 sh | 24,760 | $260.7K | <0.01% | 0.0% |
| 85 | Cascade Financial Partners#85 · 24,620 sh | 24,620 | $259.2K | 0.02% | New |
| 86 | MQS Management#86 · 24,386 sh | 24,386 | $256.8K | 0.31% | +9.4% |
| 87 | GLENMEDE NA#87 · 23,500 sh | 23,500 | $247.5K | <0.01% | -6.7% |
| 88 | SMH CAPITAL ADVISORS#88 · 21,946 sh | 21,946 | $231.1K | 0.91% | +8968.6% |
| 89 | Summit Financial#89 · 21,130 sh | 21,130 | $229.9K | <0.01% | 0.0% |
| 90 | Savant Capital#90 · 21,374 sh | 21,374 | $225.1K | <0.01% | +3.5% |
| 91 | Aptus Capital Advisors#91 · 21,291 sh | 21,291 | $224.2K | <0.01% | 0.0% |
| 92 | Clarus Group#92 · 21,291 sh | 21,291 | $224.2K | — | 0.0% |
| 93 | Cornerstone Advisory#93 · 20,978 sh | 20,978 | $220.9K | 0.02% | +13.9% |
| 94 | Cerity Partners#94 · 20,231 sh | 20,231 | $213.0K | <0.01% | New |
| 95 | JPMORGAN CHASE#95 · 19,500 sh | 19,500 | $211.8K | 0.00% | 0.0% |
| 96 | Black Maple Capital Management#96 · 20,000 sh | 20,000 | $210.6K | 0.12% | New |
| 97 | FIFTH THIRD BANCORP#97 · 19,324 sh | 19,324 | $203.5K | <0.01% | -80.6% |
| 98 | Quantbot Technologies#98 · 19,084 sh | 19,084 | $201.0K | <0.01% | +4818.6% |
| 99 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#99 · 18,125 sh | 18,125 | $198.3K | 0.01% | 0.0% |
| 100 | MERCER GLOBAL ADVISORS#100 · 17,562 sh | 17,562 | $184.9K | <0.01% | 0.0% |
Funds that sold out of CGBD in Q2 2026 (26)
Held CGBD at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| RIVERNORTH CAPITAL MANAGEMENT1,272,507 sh | 1,272,507 | $13.9M |
| Focus Partners Wealth304,864 sh | 304,864 | $3.3M |
| GFS Advisors40,600 sh | 40,600 | $2.0M |
| MILLENNIUM MANAGEMENT179,500 sh | 179,500 | $2.0M |
| Y-Intercept (Hong Kong) Ltd151,465 sh | 151,465 | $1.7M |
| Lansforsakringar Fondforvaltning AB (publ)134,949 sh | 134,949 | $1.5M |
| Nelson, Van Denburg & Campbell Wealth Management Group43,047 sh | 43,047 | $470.9K |
| Brevan Howard Capital Management38,225 sh | 38,225 | $418.2K |
| TrueMark Investments32,883 sh | 32,883 | $359.7K |
| Schonfeld Strategic Advisors25,116 sh | 25,116 | $274.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP23,225 sh | 23,225 | $254.1K |
| Fisher Asset Management22,931 sh | 22,931 | $250.9K |
| Aquatic Capital Management21,274 sh | 21,274 | $232.7K |
| Trexquant Investment20,255 sh | 20,255 | $221.6K |
| nVerses Capital19,664 sh | 19,664 | $215.1K |
| Entropy Technologies18,913 sh | 18,913 | $206.9K |
| OpenArc Corporate Advisory15,526 sh | 15,526 | $169.9K |
| CAXTON ASSOCIATES LLP15,424 sh | 15,424 | $168.7K |
| Virtu Financial12,980 sh | 12,980 | $142.0K |
| Wilmington Savings Fund Society, FSB11,700 sh | 11,700 | $128.0K |
| Squarepoint Ops10,541 sh | 10,541 | $115.3K |
| Sound Income Strategies9,383 sh | 9,383 | $101.9K |
| Activest Wealth Management8,125 sh | 8,125 | $88.9K |
| Heritage Wealth Advisors2,100 sh | 2,100 | $23.0K |
| Advisory Services Network1,886 sh | 1,886 | $20.6K |
| WealthCollab45 sh | 45 | $493.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.