TAKNX Carlyle Tactical Private Credit Fund: institutional ownership and insider trading
2 funds reported holding $543K of Carlyle Tactical Private Credit Fund in their latest 13F filings; in Q1 2026 funds net bought $5.58K, with 0 new positions and 0 funds selling out; over the last 12 months insiders bought $5.00M and sold $0 on the open market.
Largest institutional holders of TAKNX
Recent TAKNX insider trades
- Jun 23, 2026: Thrivent Financial For Lutherans bought 200,000 shares ($5.00M)
- Apr 2, 2025: Thrivent Financial For Lutherans bought 600,000 shares ($15.0M)
- Mar 20, 2025: Corebridge Financial, Inc. bought 1,600,000 shares ($40.0M)
5%+ owners
- The Northwestern Mutual Life Insurance Company: 43.0% (Schedule 13G, filed Mar 25, 2026)
- MetLife Investment Management, LLC: 11.9% (Schedule 13G/A, filed Apr 7, 2026)
- Corebridge Financial, Inc.: 11.6% (Schedule 13G/A, filed Apr 7, 2025)
- PRINCIPAL LIFE INSURANCE CO: 8.2% (Schedule 13G/A, filed Aug 5, 2026)
- THRIVENT FINANCIAL FOR LUTHERANS: 7.2% (Schedule 13G/A, filed Sep 11, 2026)
- Apollo Management Holdings GP, LLC: 5.9% (Schedule 13G/A, filed Aug 11, 2026)
Who owns the most TAKNX stock?
The largest institutional holders of Carlyle Tactical Private Credit Fund in the latest 13F filings are Financial Gravity Companies, Inc. (FGCO) ($275K), Financial Gravity Asset Management, Inc. ($268K).
Are insiders buying or selling TAKNX?
Over the last 12 months insiders bought $5.00M and sold $0 of Carlyle Tactical Private Credit Fund stock on the open market (SEC Form 4).
Which ETFs hold TAKNX?
1 ETFs and mutual funds hold it among their top 100 positions, including NSIV.