68 tracked 13F filers disclose a position in GDLC as of the latest SEC 13F filings, a combined $107.4M 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 | Bullish | $59.5M | 2.3M | —Held | Q2 2026 | |
| 2 | Cetera Investment Advisers | $6.4M | 205K | ▼−2.2% Reduced · −5K sh | Q1 2026 | |
| 3 | Pathstone Holdings, LLC | $4.5M | 144K | ▲+24% Added · +27K sh | Q1 2026 | |
| 4 | INDEPENDENT FINANCIAL GROUP, LLC | $3.1M | 119K | ▼−31% Reduced · −53K sh | Q2 2026 | |
| 5 | Rehmann Capital Advisory Group | $3.4M | 108K | ▲+1.1% Added · +1K sh | Q1 2026 | |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $3.1M | 99K | ▲New +99K sh | Q1 2026 | |
| 7 | Integrated Wealth Concepts LLC | $2.2M | 85K | ▲+36% Added · +22K sh | Q2 2026 | |
| 8 | BIP Wealth, LLC | $1.7M | 65K | ▲+798% Added · +58K sh | Q2 2026 | |
| 9 | Pasadena Private Wealth, LLC | $1.6M | 62K | ▼−75% Reduced · −190K sh | Q2 2026 | |
| 10 | Hartmann Taylor Wealth Management, LLC | $1.8M | 59K | ▼−0.5% Reduced · −285 sh | Q2 2026 | |
| 11 | Arax Advisory Partners | $1.4M | 52K | ▲261× Added · +52K sh | Q2 2026 | |
| 12 | U.S. Capital Wealth Advisors, LLC | $1.6M | 52K | ▲New +52K sh | Q1 2026 | |
| 13 | Aries Wealth Management | $1.2M | 46K | ▲+66% Added · +18K sh | Q2 2026 | |
| 14 | Intrinsic Edge Capital Management LLC | $1.2M | 46K | —Held | Q2 2026 | |
| 15 | HORIZON KINETICS ASSET MANAGEMENT LLC | $1.1M | 41K | —Held | Q2 2026 | |
| 16 | Mariner, LLC | $1.2M | 40K | ▲+16% Added · +6K sh | Q1 2026 | |
| 17 | Wealthspire Advisors, LLC | $1.2M | 37K | ▲+244% Added · +26K sh | Q1 2026 | |
| 18 | KMT WEALTH MANAGEMENT, LLC | $963K | 37K | ▲New +37K sh | Q2 2026 | |
| 19 | Keystone Financial Services, LLC | $913K | 35K | ▲+65% Added · +14K sh | Q2 2026 | |
| 20 | DeDora Capital, Inc. | $865K | 33K | ▲+28% Added · +7K sh | Q2 2026 | |
| 21 | Modern Wealth Management, LLC | $890K | 28K | ▼−6.6% Reduced · −2K sh | Q1 2026 | |
| 22 | Elyxium Wealth, LLC | $704K | 27K | ▲+7.9% Added · +2K sh | Q2 2026 | |
| 23 | Professional Financial Advisors, LLC | $553K | 21K | ▲New +21K sh | Q2 2026 | |
| 24 | Fortis Group Advisors, LLC | $495K | 19K | ▼−16% Reduced · −4K sh | Q2 2026 | |
| 25 | MATHER GROUP, LLC. | $524K | 17K | ▲New +17K sh | Q1 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, 7 funds opened a new position in GDLC and 8 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 |
|---|---|---|
| AMAZON.COM INCAMZN | 33 funds | $1.3B |
| VANGUARD S&P 500 ETFVOO | 32 funds | $3.1B |
| APPLE INCAAPL | 32 funds | $2.7B |
| NVIDIA CORPNVDA | 32 funds | $2.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 32 funds | $1.9B |
| MICROSOFT CORPMSFT | 32 funds | $1.4B |
| ALPHABET INC-CL CGOOG | 32 funds | $1.0B |
| ALPHABET INC-CL AGOOGL | 32 funds | $906.3M |
| BROADCOM INCAVGO | 32 funds | $731.8M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 32 funds | $608.7M |
| META PLATFORMS INC-CLASS AMETA | 31 funds | $454.6M |
| TESLA INCTSLA | 31 funds | $431.9M |
Ranked by how many of GDLC's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for GDLC
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/GDLC/capital-change-brief"
Use Arkolith's capital_change_brief for GDLC. 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 GDLC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.