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Security record · archived quarter

GDLC

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025
14Tracked holders
0Δ holders
387.49KShares held
$16.08MReported value
+0New positions
−0Exits
Stable How these are computed → Explain this at the Research Desk →

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

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
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
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
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.

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: Q4 2025 · Methodology · Get this via the API