CARLYLE SECURED LENDING INC

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CGBD·872280102·US·Common Stock·Financial Services - Asset Management

CGBD (CARLYLE SECURED LENDING INC) is held by 62 institutional investors as of Q2 2026. Largest holders: Creative Planning ($32.5M), MORGAN STANLEY ($29.5M), UBS Group AG ($14.7M). Net institutional sentiment: Mixed.

62

Holders

(7 Elite)

$158.7M

Total Value

45% (55)

Consensus

25 buying - 30 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)32

Insider (Form 4)36

Activist (13D/13G)76

Congressional (STOCK Act)79

Holder Quality

67

★★★★★

Elite

27

★★★★

Strong

75

★★★

Solid

33

★★

Below

12

★

Weak

Held by 62 funds

7 elite

Who's Trading

Source dates: Price Oct 13, 2026 · Insiders Aug 17, 2026 · Activists none · Congress none

InsiderNGNestor John G.Sell $977.88Aug 12, 2026

InsiderNGNestor John G.Sell $35KAug 12, 2026

InsiderNGNestor John G.Sell $97KAug 12, 2026

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Top Holders

Top Holders (62)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Creative Planning	Decreased	3.1M(-4.5%)	$32.5M	0.0%	-21.34%	0
MORGAN STANLEY	Increased	2.8M(+6.2%)	$29.5M	0.0%	-19.68%	31
UBS Group AG	Increased	1.4M(+12.8%)	$14.7M	0.0%	-6.32%	32
Invesco Ltd.	Decreased	1.2M(-9.6%)	$12.5M	0.0%	-15.23%	0
Russell Investments Group, Ltd.	Increased	870,513(+48.3%)	$9.2M	0.0%	+0.03%	38
Legal & General Group Plc	Increased	577,568(+4.7%)	$6.1M	0.0%	+26.63%	28
Mariner, LLC	Increased	563,240(+2.7%)	$6M	0.0%	-9.34%	28
Sumitomo Mitsui Trust Group, Inc.	Unchanged	519,735	$5.5M	0.0%	+23.56%	0
TWO SIGMA INVESTMENTS, LP	Decreased	448,847(-28.9%)	$4.7M	0.0%	-0.29%	0
Rockefeller Capital Management L.P.	Decreased	444,533(-0.7%)	$4.7M	0.0%	-4.34%	0
BANK OF AMERICA CORP /DE/	Increased	280,420(+11.8%)	$3M	0.0%	-4.65%	29
BlackRock, Inc.	Decreased	276,868(-2.3%)	$2.9M	0.0%	-15.56%	0
TORONTO DOMINION BANK	Decreased	263,276(-41.5%)	$2.8M	0.0%	-7.19%	0
WELLS FARGO & COMPANY/MN	Increased	224,183(+12.6%)	$2.4M	0.0%	-3.23%	29
HighTower Advisors, LLC	Decreased	149,880(-23.8%)	$1.6M	0.0%	+20.88%	0
XTX Topco Ltd	Increased	136,758(+268.5%)	$1.4M	0.0%	-0.14%	41
LPL Financial LLC	Decreased	132,350(-13.8%)	$1.4M	0.0%	+1.17%	0
AMERIPRISE FINANCIAL INC	Decreased	126,936(-12.9%)	$1.3M	0.0%	-1.96%	0
Cetera Investment Advisers	Increased	103,761(+9.3%)	$1.1M	0.0%	-9.99%	28
Steward Partners Investment Advisory, LLC	Increased	101,236(+111.0%)	$1.1M	0.0%	-2.10%	41

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer