CUSIP 143106508
CARLYLE TACTICAL PRIVATE CREDIT N
6 institutions · $12.7M total · 1,630,370 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | EQUITABLE TRUST CO | 1,431,151 | $11.8M | 87.78% | 2023-03-31 |
| 2 | Ethos Financial Group, LLC | 34,078 | $289.7K | 2.09% | 2024-12-31 |
| 3 | Financial Gravity Asset Management, Inc. | 32,645 | $271.0K | 2.00% | 2025-12-31 |
| 4 | Financial Gravity Companies, Inc. | 31,217 | $261.3K | 1.91% | 2025-06-30 |
| 5 | VIMA LLC | 6,098 | $50.4K | 0.37% | 2024-03-31 |
| 6 | GOFEN & GLOSSBERG LLC /IL/ | 95,181 | $783 | 5.83% | 2023-03-31 |