Security record · archived quarter
GDLC
name pending profile ingest
10Tracked holders
0Δ holders
408.92KShares held
$10.79MReported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +6.7% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| 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 | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cetera Investment Advisers | 191.90K | -6.2% | $5.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 148.16K | +49.7% | $3.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Mariner, LLC | 41.77K | +4.6% | $1.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Creative Planning | 11.44K | -14.5% | $301,954 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Commonwealth Equity Services, Llc | 7.59K | -7.8% | $200,270 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 6.53K | -24.9% | $172,246 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 6.53K | -24.9% | $172,246 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Royal Bank Of Canada | 656 | 0.0% | $17,000 | 0.0% | Held | 2 | SEC ↗ |
| 9 | Us Bancorp \De\ | 626 | 0.0% | $16,520 | 0.0% | Held | 3 | SEC ↗ |
| 10 | Northwestern Mutual Wealth… | 245 | -67.1% | $6,466 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Assetmark, Inc | 2 | New | $53 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Assetmark, Inc | $53 | 0.0% |
Exited
| Captrust Financial Advisors | $234,861 | was 0.0% |
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: Q2 2026 ·
Methodology ·
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