DOSSIER · 13F Holders · Q2 2026
TAKNX

CARLYLE TACTICAL PRIVATE CREDIT N

2 institutions still hold CARLYLE TACTICAL PRIVATE CREDIT N as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 143106508·2 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$543K
visible holders
Holders
2
filers reporting
Concentration
50.61%
Financial Gravity Companies, Inc. #1
top holder share
AI Holders Summary · Q2 2026

2 institutions reported TAKNX in Q2 2026. Financial Gravity Companies, Inc. leads at 50.6% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Financial Gravity Companies, Inc.
CIK 0001377167
$275K34K0.04%Q2 2026
02
Financial Gravity Asset Management, Inc.
CIK 0001741736
$268K33K0.05%Q1 2026
Insiders at CARLYLE TACTICAL PRIVATE CREDIT N
American International Group, Inc.