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GDL
The GDL Fund• Financial Services
Institutional holders
23
As of Q2 2026
Total 13F value
$38M
Sum of disclosed positions
New positions
4
This quarter
Sold positions
2
This quarter
Top holders
Institutions with disclosed positions in this stock
| Fund | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| GABELLI & Co INVESTMENT ADVISERS, INC. Gabelli & Co Investment Advisers, Inc. | $15.6M | 1.85M | 2.27% | Unchanged |
| MORGAN STANLEY Morgan Stanley | $4.3M | 508.8K | 0.00% | +2.5% |
| Focus Partners Wealth Colony Group Llc | $4.3M | 504.2K | 0.00% | -12.0% |
| GAMCO INVESTORS, INC. ET AL Gamco Investors, Inc. Et Al | $3.7M | 441.9K | 0.03% | +0.0% |
| Bulldog Investors, LLP Bulldog Investors, Llp | $3.5M | 409.7K | 0.76% | Unchanged |
| BANK OF AMERICA CORP /DE/ Bank Of America | $1.4M | 162.0K | 0.00% | -3.7% |
| Ancora Advisors LLC Ancora Advisors, Llc | $1.3M | 148.2K | 0.02% | -15.2% |
| NewEdge Advisors, LLC Newedge Advisors, Llc | $1.1M | 129.1K | 0.00% | +0.5% |
| CSS LLC/IL Css Llc/Il | $988K | 116.7K | 0.04% | Unchanged |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC Blue Bell Private Wealth Management, Llc | $529K | 62.5K | 0.07% | +15.1% |
| Atlas Wealth LLC Atlas Wealth Llc | $469K | 55.4K | 0.07% | New Position |
| Matisse Capital Matisse Capital | $238K | 28.1K | 0.10% | +65.7% |
| EVOLVE PRIVATE WEALTH, LLC Evolve Private Wealth, Llc | $160K | 18.9K | 0.01% | -2.6% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP Susquehanna International Group, Llp | $121K | 14.3K | 0.00% | New Position |
| Permanent Capital Management, LP Permanent Capital Management, Lp | $86K | 10.1K | 0.01% | New Position |
| WELLS FARGO & COMPANY/MN Wells Fargo & Company/Mn | $85K | 10.1K | 0.00% | -10.6% |
| MRP Capital Investments, LLC Mrp Capital Investments, Llc | $64K | 7.5K | 0.05% | Unchanged |
| OSAIC HOLDINGS, INC. Advisor Group Holdings, Inc. | $44K | 5.2K | 0.00% | +26.6% |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC Mark Sheptoff Financial Planning, Llc | $17K | 2.0K | 0.01% | Unchanged |
| McMillan Office, Inc. Mcmillan Office, Inc. | $8K | 1.0K | 0.00% | Unchanged |
| Integrated Wealth Concepts LLC Integrated Wealth Concepts Llc | $3K | 389 | 0.00% | New Position |
| UBS Group AG Ubs Group Ag | $2K | 217 | 0.00% | Unchanged |
| Kilter Group LLC Kilter Group Llc | $8 | 1 | 0.00% | -99.9% |