NEW YORK, NY
CARLYLE SECURED LENDING, INC.CGBD— Latest position per institution from SEC 13F filings
15
Institutional holders
22.42M
Total shares held
238.35M
Estimated value
1.12M
Avg. position size
CREATIVE PLANNING
CIK 1540235
Shares
3.09M
Value
32.51M
Filed
Jun 30, 2026
MORGAN STANLEY
CIK 895421
Shares
2.80M
Value
29.47M
Filed
Jun 30, 2026
PRIME CAPITAL INVESTMENT ADVISORS, LLC
CIK 1731446
Shares
2.20M
Value
30.16M
Filed
Jun 30, 2025
VAN ECK ASSOCIATES CORP
CIK 869178
Shares
1.75M
Value
18.42M
Filed
Jun 30, 2026
UBS GROUP AG
CIK 1610520
Shares
1.40M
Value
14.69M
Filed
Jun 30, 2026
CHOREO, LLC
CIK 1679031
Shares
1.36M
Value
14.33M
Filed
Jun 30, 2026
RIVERNORTH CAPITAL MANAGEMENT, LLC
CIK 1447578
Shares
1.27M
Value
13.92M
Filed
Mar 31, 2026
INVESCO LTD.
CIK 914208
Shares
1.18M
Value
12.48M
Filed
Jun 30, 2026
LALIA CAPITAL, LLC
CIK 2106818
Shares
927.33K
Value
9.76M
Filed
Jun 30, 2026
RUSSELL INVESTMENTS GROUP, LTD.
CIK 1692234
Shares
870.51K
Value
9.17M
Filed
Jun 30, 2026
MUZINICH & CO., INC.
CIK 1618824
Shares
773.42K
Value
8.27M
Filed
Sep 30, 2026
NORTH GROUND CAPITAL
CIK 2055446
Shares
616K
Value
6.49M
Filed
Jun 30, 2026
LEGAL & GENERAL GROUP PLC
CIK 764068
Shares
577.57K
Value
6.09M
Filed
Jun 30, 2026
MARINER, LLC
CIK 1373442
Shares
563.24K
Value
5.96M
Filed
Jun 30, 2026
CITADEL ADVISORS LLC
CIK 1423053
Shares
524.19K
Value
5.52M
Filed
Jun 30, 2026
SUMITOMO MITSUI TRUST GROUP, INC.
CIK 1475365
Shares
519.74K
Value
5.47M
Filed
Jun 30, 2026
PARK AVENUE SECURITIES LLC
CIK 1071640
Shares
513.88K
Value
5.49K
Filed
Sep 30, 2026
DIAMETER CAPITAL PARTNERS LP
CIK 1727012
Shares
508.39K
Value
5.35M
Filed
Jun 30, 2026
CAZ INVESTMENTS LP
CIK 1159363
Shares
504.67K
Value
5.31M
Filed
Jun 30, 2026
ARES MANAGEMENT LLC
CIK 1259313
Shares
472.19K
Value
4.97M
Filed
Jun 30, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | CREATIVE PLANNING | 1540235 | 3.09M | 32.51M | Jun 30, 2026 |
| 2 | MORGAN STANLEY | 895421 | 2.80M | 29.47M | Jun 30, 2026 |
| 3 | PRIME CAPITAL INVESTMENT ADVISORS, LLC | 1731446 | 2.20M | 30.16M | Jun 30, 2025 |
| 4 | VAN ECK ASSOCIATES CORP | 869178 | 1.75M | 18.42M | Jun 30, 2026 |
| 5 | UBS GROUP AG | 1610520 | 1.40M | 14.69M | Jun 30, 2026 |
| 6 | CHOREO, LLC | 1679031 | 1.36M | 14.33M | Jun 30, 2026 |
| 7 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 1447578 | 1.27M | 13.92M | Mar 31, 2026 |
| 8 | INVESCO LTD. | 914208 | 1.18M | 12.48M | Jun 30, 2026 |
| 9 | LALIA CAPITAL, LLC | 2106818 | 927.33K | 9.76M | Jun 30, 2026 |
| 10 | RUSSELL INVESTMENTS GROUP, LTD. | 1692234 | 870.51K | 9.17M | Jun 30, 2026 |
| 11 | MUZINICH & CO., INC. | 1618824 | 773.42K | 8.27M | Sep 30, 2026 |
| 12 | NORTH GROUND CAPITAL | 2055446 | 616K | 6.49M | Jun 30, 2026 |
| 13 | LEGAL & GENERAL GROUP PLC | 764068 | 577.57K | 6.09M | Jun 30, 2026 |
| 14 | MARINER, LLC | 1373442 | 563.24K | 5.96M | Jun 30, 2026 |
| 15 | CITADEL ADVISORS LLC | 1423053 | 524.19K | 5.52M | Jun 30, 2026 |
| 16 | SUMITOMO MITSUI TRUST GROUP, INC. | 1475365 | 519.74K | 5.47M | Jun 30, 2026 |
| 17 | PARK AVENUE SECURITIES LLC | 1071640 | 513.88K | 5.49K | Sep 30, 2026 |
| 18 | DIAMETER CAPITAL PARTNERS LP | 1727012 | 508.39K | 5.35M | Jun 30, 2026 |
| 19 | CAZ INVESTMENTS LP | 1159363 | 504.67K | 5.31M | Jun 30, 2026 |
| 20 | ARES MANAGEMENT LLC | 1259313 | 472.19K | 4.97M | Jun 30, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.