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Carlyle Secured Lending Inc (CGBD)

CUSIP: 872280102 | NYSE | Financial Services · Asset Management | Small Cap | 450 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Creative Planning2,974,022
0.0% of portfolio›$31.8M
Choreo, LLC1,397,178
0.2% of portfolio›$14.9M
Muzinich & Co., Inc.773,421
2.7% of portfolio›$8.3M
Sumitomo Mitsui Trust Group, Inc.529,735
0.0% of portfolio›$5.7M
Park Avenue Securities LLC513,885
0.0% of portfolio›$5.5K
Hennion & Walsh Asset Management, Inc.202,234
0.1% of portfolio›$2.2M
Hager Investment Management Services, LLC169,233
0.9% of portfolio›$1.8M
Doliver Advisors, LP119,781
0.3% of portfolio›$1.3M
Y-Intercept (Hong Kong) Ltd117,747
0.0% of portfolio›$1.3M
Apollon Wealth Management, LLC74,014
0.0% of portfolio›$791.2K
Closed-End Fund Advisors, Inc.73,462
0.8% of portfolio›$785.3K
BI Asset Management Fondsmaeglerselskab A/S69,349
0.0% of portfolio›$741
Whipplewood Advisors, LLC64,415
0.5% of portfolio›$688.6K
Truist Financial Corp61,433
0.0% of portfolio›$656.7K
Farther Finance Advisors, LLC48,983
0.0% of portfolio›$523.6K
Compass Financial Management LLC37,125
0.0% of portfolio›$396.9K
Verdence Capital Advisors LLC31,525
0.0% of portfolio›$337.0K
Wealth Enhancement Advisory Services, LLC27,758
0.0% of portfolio›$292.6K
Independent Financial Group, LLC27,700
0.0% of portfolio›$296.1K
MacKenzie Financial Corp27,616
0.0% of portfolio›$295.2K
United Advisor Group, LLC25,098
0.0% of portfolio›$268.3K
SMH Capital Advisors Inc22,243
0.9% of portfolio›$237.8K
Clarus Group, Inc.21,291
0.1% of portfolio›$227.6K
Prosperity Planning, Inc.18,253
0.0% of portfolio›$195.1K
International Assets Investment Management, LLC18,125
0.0% of portfolio›$195.2K
Commonwealth Equity Services, LLC16,033
0.0% of portfolio›$171.4K
Lido Advisors, LLC15,143
0.0% of portfolio›$161.9K
Eagle Strategies LLC14,863
0.0% of portfolio›$158.9K
Glenview Trust Co14,000
0.0% of portfolio›$149.7K
First Affirmative Financial Network13,024
0.0% of portfolio›$139.2K
GFS Advisors, LLC10,550
0.0% of portfolio›$113.0K
Pension & Wealth Management Advisors, Inc.7,645
0.0% of portfolio›$81.7K
Catalyst Capital Advisors LLC7,087
0.0% of portfolio›$75.8K
Triumph Capital Management5,417
0.0% of portfolio›$57.9K
Security National Bank4,911
0.0% of portfolio›$52.5K
Burk Holdings LLC3,499
0.0% of portfolio›$37.4K
State of Alaska, Department of Revenue3,011
0.0% of portfolio›$32
Simplex Trading, LLC2,107
0.0% of portfolio›$22.5K
Summit Securities Group LLC1,162
0.0% of portfolio›$12.4K
Avion Wealth500
0.0% of portfolio›$5
Harbor Investment Advisory, LLC450
0.0% of portfolio›$4.8K
Lanark Financial, Inc.400
0.0% of portfolio›$4.3K
Canton Hathaway, LLC25
0.0% of portfolio›$267
StyleTurnoverLocationFiled
Creative Planning
2,974,022$31.8M0.0%IndexVery LowOverland Park, KS2026-11-02
Choreo, LLC
1,397,178$14.9M0.2%IndexLowRockford, IL2026-10-28
Muzinich & Co., Inc.
773,421$8.3M2.7%YieldVery LowNew York, NY2026-10-22
Sumitomo Mitsui Trust Group, Inc.
529,735$5.7M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Park Avenue Securities LLC
513,885$5.5K0.0%ETFMediumNew York, NY2026-10-26
Hennion & Walsh Asset Management, Inc.
202,234$2.2M0.1%ValueMediumParsippany, NJ2026-10-13
Hager Investment Management Services, LLC
169,233$1.8M0.9%GrowthMediumNew London, NH2026-11-04
Doliver Advisors, LP
119,781$1.3M0.3%GARPLowHouston, TX2026-10-01
Y-Intercept (Hong Kong) Ltd
117,747$1.3M0.0%ValueVery HighHong Kong, South Korea2026-10-16
Apollon Wealth Management, LLC
74,014$791.2K0.0%GrowthLowMount Pleasant, SC2026-10-23
Closed-End Fund Advisors, Inc.
73,462$785.3K0.8%YieldMediumRichmond, VA2026-11-04
BI Asset Management Fondsmaeglerselskab A/S
69,349$7410.0%CoreMediumKobenhavn, Greece2026-10-22
Whipplewood Advisors, LLC
64,415$688.6K0.5%ETFLowLittleton, CO2026-10-20
Truist Financial Corp
61,433$656.7K0.0%CoreLowCharlotte, NC2026-10-30
Farther Finance Advisors, LLC
48,983$523.6K0.0%IndexLowSan Francisco, CA2026-10-08
Compass Financial Management LLC
37,125$396.9K0.0%CoreN/ATampa, FL2026-10-30
Verdence Capital Advisors LLC
31,525$337.0K0.0%CoreMediumHunt Valley, MD2026-10-26
Wealth Enhancement Advisory Services, LLC
27,758$292.6K0.0%CoreLowPlymouth, MN2026-10-13
Independent Financial Group, LLC
27,700$296.1K0.0%GrowthLowSan Diego, CA2026-10-13
MacKenzie Financial Corp
27,616$295.2K0.0%CoreMediumToronto Ontario, Australia2026-11-02
United Advisor Group, LLC
25,098$268.3K0.0%ETFLowCincinnati, OH2026-11-03
SMH Capital Advisors Inc
22,243$237.8K0.9%YieldMediumFort Worth, TX2026-10-29
Clarus Group, Inc.
21,291$227.6K0.1%ETFLowHouston, TX2026-10-21
Prosperity Planning, Inc.
18,253$195.1K0.0%ETFVery LowNorth Kansas City, MO2026-10-09
International Assets Investment Management, LLC
18,125$195.2K0.0%CoreVery HighOrlando, FL2026-11-02
Commonwealth Equity Services, LLC
16,033$171.4K0.0%ETFLowWaltham, MA2026-11-02
Lido Advisors, LLC
15,143$161.9K0.0%GrowthLowLos Angeles, CA2026-11-04
Eagle Strategies LLC
14,863$158.9K0.0%ETFLowNew York, NY2026-10-16
Glenview Trust Co
14,000$149.7K0.0%GrowthVery LowLouisville, KY2026-10-28
First Affirmative Financial Network
13,024$139.2K0.0%CoreN/AColorado Springs, CO2026-10-21
GFS Advisors, LLC
10,550$113.0K0.0%CoreLowHouston, TX2026-11-03
Pension & Wealth Management Advisors, Inc.
7,645$81.7K0.0%ETFLowWaltham, MA2026-10-16
Catalyst Capital Advisors LLC
7,087$75.8K0.0%ETFVery LowSan Juan, PR2026-11-02
Triumph Capital Management
5,417$57.9K0.0%ETFMediumDenver, CO2026-10-14
Security National Bank
4,911$52.5K0.0%GrowthLowOmaha, NE2026-10-26
Burk Holdings LLC
3,499$37.4K0.0%ETFVery LowTulsa, OK2026-11-05
State of Alaska, Department of Revenue
3,011$320.0%CoreVery LowJuneau, AK2026-10-15
Simplex Trading, LLC
2,107$22.5K0.0%CoreVery HighChicago, IL2026-11-04
Summit Securities Group LLC
1,162$12.4K0.0%CoreVery HighNew York, NY2026-11-05
Avion Wealth
500$50.0%ETFLowThe Woodlands, TX2026-11-04
Harbor Investment Advisory, LLC
450$4.8K0.0%GrowthLowLutherville, MD2026-10-13
Lanark Financial, Inc.
400$4.3K0.0%CoreMediumBirmingham, AL2026-10-26
Canton Hathaway, LLC
25$2670.0%ValueLowProvidence, RI2026-10-23