30 tracked 13F filers disclose a position in GDL as of the latest SEC 13F filings, a combined $36.3M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | GABELLI & Co INVESTMENT ADVISERS, INC. | $15.6M | 1.8M | —Held | Q2 2026 | |
| 2 | Focus Partners Wealth | $4.8M | 573K | ▼−3.2% Reduced · −19K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $4.1M | 496K | ▲+5.0% Added · +23K sh | Q1 2026 | |
| 4 | GAMCO INVESTORS, INC. ET AL | $3.7M | 442K | ▲+0.2% Added · +759 sh | Q1 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $1.4M | 168K | ▼−0.4% Reduced · −678 sh | Q1 2026 | |
| 6 | Ancora Advisors LLC | $1.3M | 148K | ▼−15% Reduced · −26K sh | Q2 2026 | |
| 7 | NewEdge Advisors, LLC | $1.1M | 129K | ▲+0.5% Added · +660 sh | Q2 2026 | |
| 8 | CSS LLC/IL | $972K | 117K | —Held | Q1 2026 | |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $782K | 94K | ▲+1.1% Added · +1K sh | Q1 2026 | |
| 10 | B. Riley Wealth Advisors, Inc. | $517K | 63K | ▲New +63K sh | Q3 2026 | |
| 11 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $529K | 62K | ▲+15% Added · +8K sh | Q2 2026 | |
| 12 | Atlas Wealth LLC | $469K | 55K | ▲New +55K sh | Q2 2026 | |
| 13 | Matisse Capital | $238K | 28K | ▲+66% Added · +11K sh | Q2 2026 | |
| 14 | EVOLVE PRIVATE WEALTH, LLC | $160K | 19K | ▼−2.6% Reduced · −512 sh | Q2 2026 | |
| 15 | DECISION INVESTMENTS, INC | $128K | 15K | ▼−0.7% Reduced · −100 sh | Q2 2026 | |
| 16 | INTEGRATED CAPITAL MANAGEMENT, INC. | $109K | 13K | ▼−6.7% Reduced · −923 sh | Q2 2026 | |
| 17 | GatePass Capital, LLC | $106K | 13K | ▼−76% Reduced · −41K sh | Q2 2026 | |
| 18 | WELLS FARGO & COMPANY/MN | $94K | 11K | ▼−23% Reduced · −3K sh | Q1 2026 | |
| 19 | Permanent Capital Management, LP | $86K | 10K | ▲New +10K sh | Q2 2026 | |
| 20 | MRP Capital Investments, LLC | $64K | 8K | —Held | Q2 2026 | |
| 21 | OSAIC HOLDINGS, INC. | $34K | 4K | ▲+49% Added · +1K sh | Q1 2026 | |
| 22 | MARK SHEPTOFF FINANCIAL PLANNING, LLC | $17K | 2K | —Held | Q3 2025 | |
| 23 | CREATIVE FINANCIAL DESIGNS INC /ADV | $15K | 2K | —Held | Q2 2026 | |
| 24 | McMillan Office, Inc. | $8K | 1K | —Held | Q2 2026 | |
| 25 | Integrated Wealth Concepts LLC | $3K | 389 | ▲New +389 sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 1 fund opened a new position in GDL and 2 added to an existing one, while 5 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 13 funds | $232.5M |
| JOHNSON & JOHNSONJNJ | 13 funds | $99.8M |
| META PLATFORMS INC-CLASS AMETA | 13 funds | $96.6M |
| TESLA INCTSLA | 13 funds | $33.3M |
| APPLE INCAAPL | 12 funds | $349.3M |
| ALPHABET INC-CL AGOOGL | 12 funds | $189.3M |
| AMAZON.COM INCAMZN | 12 funds | $171.7M |
| NVIDIA CORPNVDA | 12 funds | $158.4M |
| INVESCO QQQ TRUST SERIES 1QQQ | 12 funds | $101.0M |
| ELI LILLY & COLLY | 12 funds | $75.8M |
| CISCO SYSTEMS INCCSCO | 12 funds | $38.1M |
| ALPHABET INC-CL CGOOG | 11 funds | $193.1M |
Ranked by how many of GDL's institutional holders also hold each name, a cross-fund conviction signal.
Connected entities for GDL
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/GDL/capital-change-brief"
Use Arkolith's capital_change_brief for GDL. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for GDL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.