Carlyle Secured Lending

CGBD · NASDAQ

$10.13−$0.12 (−1.17%)TodayMarket closed ·
Prev close $10.25

Who owns CGBD

Largest institutional holders, from their latest 13F filings

The 10 largest institutions hold 21.1% of CGBD’s shares.

  • Creative Planning, LLC4.4%
  • Morgan Stanley Smith Barney LLC3.9%
  • Van Eck Associates Corporation2.5%
  • UBS Financial Services, Inc.2.0%
  • Next 6 largest institutions8.2%
  • All other shareholders78.9%
Top institutional holders of CGBD
HolderShares% of shares
Creative Planning, LLC3.09M4.44%
Morgan Stanley Smith Barney LLC2.71M3.90%
Van Eck Associates Corporation1.75M2.52%
UBS Financial Services, Inc.1.39M2.00%
Choreo, LLC1.36M1.96%
Invesco Capital Management LLC1.18M1.70%
Lalia Capital, LLC927.33K1.33%
Russell Investments Trust Company870.51K1.25%
Muzinich & Co., Inc.741.28K1.07%
CF Capital LLC616.00K0.89%

Largest mutual fund holders

Top mutual fund holders of CGBD
HolderShares% of shares
VanEck BDC Income ETF1.41M2.02%
Invesco KBW High Dividend Yield Financial ETF1.20M1.73%
Accelerate Diversified Credit Income Fund993.54K1.43%
VanEck Global Listed Private Credit (AUD Hedged) ETF324.61K0.47%
Bankinvest Boersnoterede Alternativer Akk. KL293.86K0.42%

Insider trades

Form 4 filings by officers, directors and large holders

Over the last 6 months, insiders sold $273.92K (8 trades) of CGBD on the open market, with no buys.

Latest CGBD insider transactions
InsiderTypeSharesValue
Nestor John G.Sale4.98K$55.67K
Nestor John G.Sale8.63K$96.78K
Nestor John G.Sale87$978
Nestor John G.Sale3.11K$34.82K
Nestor John G.Sale1.62K$17.74K
Nestor John G.Sale885$9.93K
Nestor John G.Sale1.72K$19.29K
Nestor John G.Sale3.45K$38.71K

Short interest

Settled Sep 30, 2026

Shares short
3.46M
Days to cover
8.86
% of shares outstanding
4.98%
Average daily volume
390.49K
Change since last report
+16.7%

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