13F

Stock

Carlyle Secured Lending, Inc.

CGBD · held by 154 managers

Reported value

$259.4M

Holders

154

+29 new · −22 exited

Holders’ est. mark

−$28.4M

Price effect on 123 books still in the name

Largest holder

$35.4M

Creative Planning

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
Creative Planning3.23M$35.4M−$5.01MCut−$7.93M
MORGAN STANLEY2.63M$28.8M−$3.99MCut−$3.33M
CHOREO, LLC1.39M$15.7M−$1.9MCut−$1.86M
Invesco Ltd.1.31M$14.3M−$1.38MAdded$3.25M
RIVERNORTH CAPITAL MANAGEMENT, LLC1.27M$13.9M−$1.97MCut−$9.82M
UBS Group AG1.24M$13.5M−$1.34MAdded$2.76M
Muzinich & Co., Inc.737.7K$8.07M−$1.14MCut−$1.13M
TWO SIGMA INVESTMENTS, LP630.9K$6.9M−$977.9KCut−$2.31M
Russell Investments Group, Ltd.587.2K$6.42M−$314.1KAdded$3.89M
Legal & General Group Plc551.6K$6.03M−$812KCut−$453.8K
Mariner, LLC548.5K$6M−$889.6KCut−$838.9K
Sumitomo Mitsui Trust Group, Inc.519.7K$5.69M−$805.6KCut−$805.6K
TORONTO DOMINION BANK450K$4.92M−$697.5KCut−$1.32M
Rockefeller Capital Management L.P.447.6K$4.9M−$664.2KCut−$455K
North Ground Capital387.5K$4.24M−$600.7KCut−$7.15M
Focus Partners Wealth304.9K$3.34M−$235.2KAdded$1.44M
BlackRock, Inc.283.5K$3.1M−$439.4KCut−$3.07M
NOVARE CAPITAL MANAGEMENT LLC251.4K$2.75M−$373.6KCut−$260.5K
BANK OF AMERICA CORP /DE/250.9K$2.74M−$388.9KCut−$1.56M
ARES MANAGEMENT LLC240K$2.63MNew
Advisors Asset Management, Inc.211.3K$2.31M−$315.8KCut−$232.7K
Cliffwater LLC207.3K$2.27M−$321.3KCut−$321.3K
HAGER INVESTMENT MANAGEMENT SERVICES, LLC200.5K$2.19M−$310.7KCut−$607K
WELLS FARGO & COMPANY/MN199.2K$2.18M−$308.7KCut−$1.19M
HighTower Advisors, LLC196.7K$2.15M−$108.8KAdded$1.28M
Arax Advisory Partners190.3K$2.08M−$54.2KAdded$1.65M
WCG Wealth Advisors LLC186.7K$2.04M−$228.1KAdded$204.6K
GFS Advisors, LLC40.6K$2.03M$1.52MAdded$1.41M
MILLENNIUM MANAGEMENT LLC179.5K$1.96M−$55.9KAdded$1.51M
Corient Private Wealth LLC175.3K$1.92M−$270.7KCut−$263.6K
Significant Wealth Partners LLC162.3K$1.78MNew
Ethos Financial Group, LLC140.2K$1.75M$0Held
LPL Financial LLC153.4K$1.68M−$170.3KAdded$306K
Y-Intercept (Hong Kong) Ltd151.5K$1.66MNew
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/146.7K$1.61MNew
AMERIPRISE FINANCIAL INC145.7K$1.59M−$214.1KCut−$131.1K
Hennion & Walsh Asset Management, Inc.145K$1.59M−$224.7KCut−$616.8K
Lansforsakringar Fondforvaltning AB (publ)134.9K$1.48M−$162.9KAdded$163.6K
DOLIVER ADVISORS, LP126.7K$1.39M−$190KCut−$145.1K
Alpine Global Management, LLC115.7K$1.27MNew
Samalin Investment Counsel, LLC107.1K$1.17M−$151.1KCut−$45.4K
RAYMOND JAMES FINANCIAL INC104.1K$1.14M−$161.3KCut−$496.1K
Universal- Beteiligungs- und Servicegesellschaft mbH100.3K$1.1M−$155.4KCut−$155.4K
FIFTH THIRD BANCORP99.6K$1.09MNew
Closed-End Fund Advisors, Inc.98.8K$1.08M−$153.1KCut−$2.11M
Cetera Investment Advisers94.9K$1.04M−$117.7KAdded$89.9K
Pathstone Holdings, LLC81.5K$891.8K−$123.4KCut−$102.6K
ENVESTNET ASSET MANAGEMENT INC74.7K$817.7K−$115.9KCut−$135.5K
DENALI ADVISORS LLC72.7K$795.5K−$112.7KCut−$143.1K
Balyasny Asset Management L.P.72.5K$792.7KNew
Naviter Wealth, LLC69.5K$788K−$107.7KCut−$197.6K
Texas Capital Bank Wealth Management Services Inc72K$787.8K−$43.6KAdded$436.6K
U.S. Capital Wealth Advisors, LLC71.4K$781.5K−$69.5KAdded$221.8K
NEUBERGER BERMAN GROUP LLC71.3K$780K−$110.5KCut−$132.8K
TRUIST FINANCIAL CORP67.8K$741.3K−$100.7KCut−$70.1K
CWM, LLC56.9K$622.2K$102.1KAdded$622.1K
Virtus Investment Advisers, LLC55.7K$609.6K−$86.4KCut−$185.8K
OSAIC HOLDINGS, INC.50.6K$553.5K−$78.4KCut−$159.5K
US BANCORP \DE\50K$547K−$77.5KCut−$77.5K
Steward Partners Investment Advisory, LLC48K$525K−$74.4KCut−$300.6K
DRW Securities, LLC44K$481.5KNew
Avior Wealth Management, LLC43K$470.9K−$27.2KAdded$251.9K
Almitas Capital LLC42.9K$469.2K−$66.5KCut−$66.5K
Verdence Capital Advisors LLC42K$459K−$65KCut−$112.5K
Icahn Capital41.2K$450.6K−$63.8KCut−$67.3K
ROYAL BANK OF CANADA41.1K$450K−$63.8KCut−$164K
COMMERCE BANK40.4K$441.8KNew
IEQ CAPITAL, LLC40.3K$440.8K−$62.5KCut−$62.5K
Lido Advisors, LLC37.5K$425.4K−$58.3KCut−$594.5K
Brevan Howard Capital Management LP38.2K$418.2K−$59.2KCut−$653.1K
XTX Topco Ltd37.1K$406K−$57.5KCut−$765.1K
Farther Finance Advisors, LLC35.2K$382K−$34.6KAdded$117.2K
Whipplewood Advisors, LLC34.9K$381.3K−$27.1KAdded$163K
Sunbelt Securities, Inc.34.2K$374.1K−$53KCut−$52.8K
MAI Capital Management33.8K$369.5K−$32.2KAdded$109.7K
TrueMark Investments, LLC32.9K$359.7K−$51KCut−$1.04M
United Advisor Group, LLC32.3K$353.3K−$49.9KCut−$48.5K
COMMONWEALTH EQUITY SERVICES, LLC31.6K$345.5K−$48.9KCut−$80.7K
Cerberus Capital Management, L.P.30K$328.2KNew
MACKENZIE FINANCIAL CORP27.6K$301.9K−$47.9KCut−$46.5K
GLENMEDE TRUST CO NA25.2K$275.4K−$39KCut−$39K
Schonfeld Strategic Advisors LLC25.1K$274.8KNew
TRANSCEND CAPITAL ADVISORS, LLC25K$273.7K−$38.8KCut−$94.2K
NewEdge Wealth, LLC24.8K$270.9K−$38.4KCut−$38.4K
SUSQUEHANNA INTERNATIONAL GROUP, LLP23.2K$254.1K−$36KCut−$642.1K
Fisher Asset Management, LLC22.9K$250.9K−$34.8KCut−$29.7K
INDEPENDENT FINANCIAL GROUP, LLC22.9K$250.3K−$35.5KCut−$56.4K
MQS Management LLC22.3K$243.8KNew
SMH CAPITAL ADVISORS INC242$242.2K$239.2KCut−$34.3K
Summit Financial, LLC21.1K$239.6KNew
Aptus Capital Advisors, LLC21.3K$232.9K−$33KCut−$33K
Clarus Group, Inc.21.3K$232.9K−$33KCut−$33K
Aquatic Capital Management LLC21.3K$232.7K−$5.11KAdded$191.6K
Savant Capital, LLC20.7K$226K−$31.1KCut−$24.3K
Trexquant Investment LP20.3K$221.6KNew
JPMORGAN CHASE & CO19.5K$220.2K−$23.4KCut−$1.3M
CAZ INVESTMENTS LP20K$218.8KNew
nVerses Capital, LLC19.7K$215.1KNew
Entropy Technologies, LP18.9K$206.9K−$21.3KAdded$35K
Cornerstone Advisory, LLC18.4K$201.5K−$28.2KCut−$25.6K
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC18.1K$196.8K−$29.5KCut−$29.5K
MERCER GLOBAL ADVISORS INC /ADV17.6K$192.1K−$27.2KCut−$27.2K
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC16.8K$184.1K−$28.5KCut−$180K
Dorsey & Whitney Trust CO LLC16.1K$176.5K−$25KCut−$25K
Catalina Capital Group, LLC16K$174.7KNew
GROUP ONE TRADING LLC15.9K$174KNew
OpenArc Corporate Advisory, LLC15.5K$169.9K−$24.1KCut−$24.1K
CAXTON ASSOCIATES LLP15.4K$168.7K−$23.9KCut−$626.3K
Eagle Strategies LLC14.9K$162.6K−$23KCut−$23K
Glenview Trust Co14K$153.2KNew
CFO4Life Group, LLC12.1K$132.2KNew
SCS Capital Management LLC11.3K$128.3K−$17.5KCut−$17.5K
Wilmington Savings Fund Society, FSB11.7K$128KNew
GREAT VALLEY ADVISOR GROUP, INC.11.1K$121.4K−$17.2KCut−$17.2K
BLAIR WILLIAM & CO/IL10.9K$119.2KNew
Squarepoint Ops LLC10.5K$115.3K−$16.3KCut−$152.8K
First Affirmative Financial Network10.1K$110.3KHeld
Beaumont Financial Advisors, LLC10K$109.7KNew
Sound Income Strategies, LLC9.38K$101.9K−$18.8KCut−$18.8K
Activest Wealth Management8.13K$88.9K−$9.31KAdded$13.9K
Catalyst Capital Advisors LLC7.09K$77.5K−$11KCut−$11K
Triumph Capital Management5.28K$59.9K−$6.07KCut−$26.1K
Security National Bank4.91K$53.7K−$7.61KCut−$7.61K
Tower Research Capital LLC (TRC)4.42K$48.4K−$6.86KCut−$110.4K
BNP PARIBAS FINANCIAL MARKETS3.68K$40.2K−$5.7KCut−$5.7K
Burk Holdings LLC3.5K$38.3KNew
Rossby Financial, LCC3K$32.6K−$3.26KAdded$7.6K
Allworth Financial LP2.53K$27.7K−$3.92KCut−$3.88K
NOMURA ASSET MANAGEMENT CO LTD2.34K$25.6K−$572Added$20.9K
Heritage Wealth Advisors2.1K$23K−$3.26KCut−$3.25K
HARBOUR INVESTMENTS, INC.1.91K$20.9KNew
Advisory Services Network, LLC1.89K$20.6KNew
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1.53K$16.7K−$2.37KCut−$2.37K
VAN ECK ASSOCIATES CORP1.31M$14.4K−$2.03KCut−$6.78K
LGT Financial Advisors LLC1.29K$14.1K−$2KCut−$2K
Dunhill Financial, LLC660$7.22K−$1.02KCut−$1.02K
SIMPLEX TRADING, LLC458$5.01K−$293Added$2.65K
HARBOR INVESTMENT ADVISORY, LLC450$4.92K−$698Cut−$698
CHELSEA COUNSEL CO340$4.38K$0Held
NBC SECURITIES, INC.400$4.38K−$620Cut−$620
Quantbot Technologies LP388$4.25K−$601Cut−$474.8K
LSV ASSET MANAGEMENT352.1K$3.85K−$546Cut−$728
AdvisorNet Financial, Inc286$3.13K−$439Cut−$78.3K
BI Asset Management Fondsmaeglerselskab A/S282.6K$3.09K−$438Cut−$579
CANADA LIFE ASSURANCE Co79.5K$873−$122Cut−$273
Caitong International Asset Management Co., Ltd68$744New
WealthCollab, LLC45$493New
Janney Montgomery Scott LLC17.3K$189−$27Cut−$73
Virtu Financial LLC13K$142−$20Cut−$143
State of Alaska, Department of Revenue3.01K$32−$5Cut−$5
Avion Wealth500$5−$1Cut−$1
SHP Wealth Management0$4Cut−$14.5K
Altshuler Shaham Ltd1$2New
ACADIAN ASSET MANAGEMENT LLC11$0$0Held

Who left

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.