GDLC
name pending profile ingest
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +3.3% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 10 | 0 | 408.92K | $10.79M | +1 | −1 |
| Q1 2026 | 11 | -3 | 385.24K | $12.02M | +2 | −5 |
| Q4 2025 | 14 | 0 | 387.49K | $16.08M | — | — |
| Q3 2025 | 1 | +1 | 4.99K | $278,717 | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cetera Investment Advisers | 209.16K | — | $8.64M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Jane Street Group, Llc | 63.23K | — | $2.61M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Mariner, LLC | 34.43K | — | $1.42M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Wealth Enhancement Advisory… | 21.96K | — | $974,740 | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Citadel Advisors ✦ | 17.45K | +250.1% | $721,255 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Creative Planning | 10.08K | — | $416,414 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 9.00K | — | $371,990 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 8.00K | — | $330,435 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Captrust Financial Advisors | 5.97K | — | $246,700 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Focus Partners Wealth | 5.54K | — | $229,080 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Cwm, Llc | 1.71K | — | $71,000 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Us Bancorp \De\ | 626 | — | $25,868 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Northwestern Mutual Wealth… | 245 | — | $10,124 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Rockefeller Capital Management L.P. | 75 | — | $3,099 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 77 holders, 1.67M shares, $51.83M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.