Who Owns Carlyle Secured Lending Stock?
NASDAQ: CGBDFinanceFinance: Consumer ServicesUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 40.65%
- Held by insiders
- 0.35%
- Institutional holders
- 174
- Institutions 40.6%
- Insiders 0.4%
- Public and other 59.0%
Who owns Carlyle Secured Lending stock?
Institutional investors own about 40.6% of Carlyle Secured Lending's shares, spread across 174 institutions that file 13F reports. That level of institutional ownership is moderate. Insiders, including executives, directors and large founding shareholders, hold 0.35% of CGBD.
The largest institutional holders are Creative Planning (4.49%), Morgan Stanley (4.07%) and Van Eck Associates Corporation (2.54%). Together, the top 10 institutions control 21.4% of shares outstanding. In their latest filings, 7 of the top 10 institutions increased their CGBD positions and 3 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of CGBD
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Creative Planning | 3.09M | 4.49% | -4.5% |
| Morgan Stanley | 2.80M | 4.07% | +6.2% |
| Van Eck Associates Corporation | 1.75M | 2.54% | +33.3% |
| UBS Group AG | 1.40M | 2.03% | +12.8% |
| Choreo, LLC | 1.36M | 1.98% | -1.9% |
| Invesco Ltd. | 1.18M | 1.72% | -9.6% |
| Lalia Capital, LLC | 927.33K | 1.35% | +100.0% |
| Russell Investments Group, Ltd. | 870.51K | 1.27% | +48.3% |
| Muzinich & Co., Inc. | 741.28K | 1.08% | +0.5% |
| North Ground Capital | 616.00K | 0.90% | +59.0% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of CGBD
| Fund | Shares | % Held |
|---|---|---|
| VanEck ETF Trust-VanEck BDC Income ETF | 1.36M | 1.97% |
| Invesco Exch-Trd Fd. TRT II-Invesco KBW High Dividend Yield Financial | 1.20M | 1.75% |
| ADVISORS' INNER CIRCLE FUND-LSV Small Cap Value Fund | 95.90K | 0.14% |
| ETFis Series Trust I-Virtus Private Credit Strategy ETF | 46.86K | 0.07% |
| AIM Investment Securities Fd.s -INVESCO High Yield Fd. | 45.00K | 0.07% |
| Elevation Series Trust-RiverNorth Active Income ETF | 19.74K | 0.03% |
| MUTUAL FUND SERIES TRUST-Catalyst/SMH Total Return Income Fund | 7.09K | 0.01% |
| EA Series Trust-WHITEWOLF Publicly Listed Private Equity ETF | 63 | 0.00% |
Frequently asked questions
Who is the largest shareholder of Carlyle Secured Lending?
Creative Planning is the largest institutional shareholder of CGBD, owning 4.49% of shares outstanding (3.09M shares) as of its latest 13F filing.
What percentage of Carlyle Secured Lending is owned by institutions?
Institutions own about 40.6% of CGBD shares and 40.8% of the public float.
How much of Carlyle Secured Lending do insiders own?
Insiders, such as officers and directors, own about 0.35% of CGBD shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.