Security record · archived quarter
GDL
name pending profile ingest
9Tracked holders
0Δ holders
1.79MShares held
$14.90MReported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -1.1% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 10 | +1 | 1.74M | $14.74M | +1 | — |
| Q1 2026 | 9 | 0 | 1.79M | $14.90M | +1 | −1 |
| Q4 2025 | 9 | 0 | 1.81M | $15.33M | — | — |
| Q3 2025 | 2 | 0 | 657.47K | $5.62M | — | — |
| Q2 2025 | 1 | 0 | 441.04K | $3.68M | — | — |
| Q1 2025 | 1 | 0 | 441.04K | $3.63M | — | — |
| Q4 2024 | 1 | 0 | 441.04K | $3.54M | — | — |
| Q3 2024 | 1 | -1 | 314.74K | $2.57M | — | −1 |
| Q2 2024 | 2 | — | 454.77K | $3.57M | — | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 572.79K | -3.2% | $4.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 496.23K | +5.0% | $4.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | GAMCO Investors ✦ | 441.80K | +0.2% | $3.68M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 168.26K | -0.4% | $1.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 93.93K | +1.1% | $782,471 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 11.28K | -22.9% | $93,963 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 4.14K | +48.9% | $34,490 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | TD Waterhouse Canada Inc. | 300 | New | $2,488 | 0.0% | New | 1 | SEC ↗ |
| 9 | UBS Group AG | 217 | -93.0% | $1,808 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| TD Waterhouse Canada Inc. | $2,488 | 0.0% |
Exited
| Stifel Financial Corp | $181,183 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 30 holders, 5.06M shares, $41.24M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q1 2026 ·
Methodology ·
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