Carlyle Secured Lending, Inc. (CGBD) — Institutional Holders, Q2 2026 (page 2)
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 101 to 142. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
CGBD 13F holders ranked 101–142 of 142
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 101 | CAPTRUST FINANCIAL ADVISORS#101 · 17,457 sh | 17,457 | $183.8K | <0.01% | New |
| 102 | WEALTH ENHANCEMENT ADVISORY SERVICES#102 · 16,794 sh | 16,794 | $176.8K | — | 0.0% |
| 103 | Dorsey & Whitney#103 · 15,507 sh | 15,507 | $163.3K | <0.01% | -3.9% |
| 104 | Global Retirement Partners#104 · 15,205 sh | 15,205 | $160.1K | <0.01% | — |
| 105 | Vident Advisory#105 · 15,047 sh | 15,047 | $158.4K | <0.01% | New |
| 106 | Eagle Strategies#106 · 14,863 sh | 14,863 | $156.5K | — | 0.0% |
| 107 | Glenview#107 · 14,000 sh | 14,000 | $153.2K | <0.01% | 0.0% |
| 108 | COMMONWEALTH EQUITY SERVICES#108 · 13,843 sh | 13,843 | $145.8K | <0.01% | -56.2% |
| 109 | CFO4Life Group#109 · 12,277 sh | 12,277 | $129.3K | 0.02% | +1.6% |
| 110 | SCS Capital Management#110 · 11,314 sh | 11,314 | $123.1K | <0.01% | 0.0% |
| 111 | GREAT VALLEY ADVISOR GROUP#111 · 11,100 sh | 11,100 | $116.9K | <0.01% | 0.0% |
| 112 | BLAIR WILLIAM#112 · 10,894 sh | 10,894 | $114.7K | <0.01% | 0.0% |
| 113 | Beaumont Financial Advisors#113 · 10,373 sh | 10,373 | $109.2K | — | +3.4% |
| 114 | PENSION & WEALTH MANAGEMENT ADVISORS#114 · 9,665 sh | 9,665 | $101.8K | — | -87.2% |
| 115 | Catalyst Capital Advisors#115 · 7,087 sh | 7,087 | $74.6K | <0.01% | 0.0% |
| 116 | BNP PARIBAS FINANCIAL MARKETS#116 · 5,765 sh | 5,765 | $60.7K | 0.00% | +56.7% |
| 117 | Triumph Capital Management#117 · 4,917 sh | 4,917 | $51.8K | — | -6.9% |
| 118 | Security National Bank#118 · 4,911 sh | 4,911 | $51.7K | — | 0.0% |
| 119 | Burk#119 · 3,499 sh | 3,499 | $36.8K | 0.01% | 0.0% |
| 120 | Rossby Financial, LCC#120 · 3,000 sh | 3,000 | $31.6K | <0.01% | 0.0% |
| 121 | State of Alaska, Department of Revenue#121 · 3,011 sh | 3,011 | $31.0K | — | 0.0% |
| 122 | Allworth Financial#122 · 2,528 sh | 2,528 | $26.6K | <0.01% | -0.1% |
| 123 | NOMURA ASSET MANAGEMENT LTD#123 · 2,336 sh | 2,336 | $24.6K | <0.01% | 0.0% |
| 124 | HARBOUR INVESTMENTS#124 · 1,976 sh | 1,976 | $20.8K | <0.01% | +3.5% |
| 125 | GROUP ONE TRADING, L.P.#125 · 1,953 sh | 1,953 | $20.6K | 0.00% | -87.7% |
| 126 | Tower Research Capital (TRC)#126 · 1,755 sh | 1,755 | $18.5K | <0.01% | -60.3% |
| 127 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#127 · 1,530 sh | 1,530 | $16.1K | 0.00% | 0.0% |
| 128 | LGT Financial Advisors#128 · 1,290 sh | 1,290 | $13.6K | 0.07% | 0.0% |
| 129 | Winthrop Capital Management#129 · 1,000 sh | 1,000 | $11.0K | <0.01% | New |
| 130 | Dunhill Financial#130 · 660 sh | 660 | $6.9K | <0.01% | 0.0% |
| 131 | Avion Wealth#131 · 500 sh | 500 | $5.0K | <0.01% | 0.0% |
| 132 | HARBOR INVESTMENT ADVISORY#132 · 450 sh | 450 | $4.7K | — | 0.0% |
| 133 | NBC SECURITIES#133 · 400 sh | 400 | $4.2K | — | 0.0% |
| 134 | CHELSEA COUNSEL#134 · 340 sh | 340 | $3.7K | <0.01% | 0.0% |
| 135 | CITIGROUP#135 · 228 sh | 228 | $2.4K | 0.00% | New |
| 136 | JFS WEALTH ADVISORS#136 · 179 sh | 179 | $1.9K | <0.01% | New |
| 137 | NewEdge Advisors#137 · 161 sh | 161 | $1.7K | 0.00% | New |
| 138 | SIMPLEX TRADING#138 · 129 sh | 129 | $1.4K | 0.00% | -71.8% |
| 139 | Caitong International Asset Management , Ltd#139 · 101 sh | 101 | $1.1K | <0.01% | +48.5% |
| 140 | AdvisorNet Financial#140 · 38 sh | 38 | $397.00 | — | -86.7% |
| 141 | Altshuler Shaham Ltd#141 · 1 sh | 1 | $6.00 | 0.00% | 0.0% |
| 142 | ACADIAN ASSET MANAGEMENT#142 · 11 sh | 11 | $0.00 | 0.00% | 0.0% |
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.