As of the latest SEC filings, Carlyle Group Inc. (CGABL) is held by 10 institutional funds. The largest fund shareholder is First Trust Preferred Securities and Income ETF (FPE), holding an estimated $34,197,642.50 in market value, representing 0.54% of its portfolio.
Funds holding Carlyle Group Inc. (CGABL)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- CGABL
- CIK:
- 0001527166
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
FPE
First Trust Preferred Securities and Income ETF
|
ETF | First Trust | 0.54% | $34,197,642.50 | 1,954,151 | Apr 30, 2026 | Jun 22, 2026 |
|
PFF
iShares Preferred and Income Securities ETF
|
ETF | BlackRock / iShares | 0.19% | $24,898,720.00 | 1,422,784 | Mar 31, 2026 | May 26, 2026 |
|
PGX
Invesco Preferred ETF
|
ETF | Invesco | 0.32% | $12,852,995.41 | 730,699 | Feb 28, 2026 | Apr 28, 2026 |
|
PSK
State Street(R) SPDR(R) ICE Preferred Securities ETF
|
ETF | State Street (SPDR) | 0.51% | $3,574,112.50 | 204,235 | Mar 31, 2026 | May 28, 2026 |
|
FIQWX
Fidelity Strategic Dividend and Income Fund
|
MF | Fidelity | 0.04% | $2,113,671.00 | 120,300 | Feb 28, 2026 | Apr 24, 2026 |
|
UTF
COHEN & STEERS INFRASTRUCTURE FUND INC
|
CEF | Cohen & Steers | 0.04% | $1,225,000.00 | 70,000 | Mar 31, 2026 | May 29, 2026 |
|
AAIIX
Ancora Income Fund
|
MF | Independent / Boutique | 2.12% | $1,050,000.00 | 60,000 | Mar 31, 2026 | Jun 1, 2026 |
|
GPRF
Goldman Sachs Access U.S. Preferred Stock and Hybrid Securities ETF
|
ETF | Goldman Sachs | 0.13% | $163,375.92 | 9,288 | Feb 28, 2026 | Apr 28, 2026 |
|
FPFD
Fidelity Preferred Securities and Income ETF
|
ETF | Fidelity | 0.16% | $130,018.00 | 7,400 | Feb 28, 2026 | Apr 24, 2026 |
|
RLTY
Cohen & Steers Real Estate Opportunities & Income Fund
|
CEF | Cohen & Steers | 0.03% | $72,887.50 | 4,165 | Mar 31, 2026 | May 29, 2026 |
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