Who owns GSBD (GSBD)
Which tracked institutional funds hold GSBD, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See GSBD company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
15 tracked funds added or opened GSBD while 41 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
GSBD’s largest tracked holder by dollar value, GOLDMAN SACHS GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes GSBD more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in GSBD divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 198 tracked filers holding GSBD, 87 increased or opened the position and 117 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in GSBD between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 5
- PRIVATE MANAGEMENT GROUP INC$44M
- Russell Investments Group, Ltd.$3M
- VICTORY CAPITAL MANAGEMENT INC$2M
- Significant Wealth Partners LLC$2M
- DRW Securities, LLC$505K
Full exits 13
- CITADEL ADVISORS LLC$3M
- ICON ADVISERS INC/CO$3M
- Qube Research & Technologies Ltd$3M
- XTX Topco Ltd$3M
- VARCOV Co.$972K
- TrueMark Investments, LLC$902K
Largest adds
- MORGAN STANLEY$14M
- UBS Group AG$8M
- ARES MANAGEMENT LLC$6M
- HighTower Advisors, LLC$4M
- Trexquant Investment LP$519K
- Naviter Wealth, LLC$440K
Largest trims
- Union Bancaire Privee, UBP SA$24M
- VAN ECK ASSOCIATES CORP$6M
- BlackRock, Inc.$4M
- JANE STREET GROUP, LLC$4M
- Closed-End Fund Advisors, Inc.$3M
- SAGE RHINO CAPITAL LLC$3M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC added | 6,535,509 | $58M | 14.4% | 2026-Q1 |
| PRIVATE MANAGEMENT GROUP INC new | 5,003,354 | $44M | 11.0% | 2026-Q1 |
| MORGAN STANLEY added | 3,629,973 | $32M | 8.0% | 2026-Q1 |
| Generali Asset Management SPA SGR | 3,294,022 | $29M | 7.2% | 2026-Q1 |
| UBS Group AG added | 2,527,896 | $22M | 5.6% | 2026-Q1 |
| ARES MANAGEMENT LLC added | 2,171,173 | $19M | 4.8% | 2026-Q1 |
| VAN ECK ASSOCIATES CORP trimmed | 2,068,023 | $18M | 4.6% | 2026-Q1 |
| Invesco Ltd. added | 1,587,936 | $14M | 3.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 997,570 | $9M | 2.2% | 2026-Q1 |
| Legal & General Group Plc added | 882,698 | $8M | 1.9% | 2026-Q1 |
| Muzinich & Co., Inc. added | 801,533 | $7M | 1.8% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. | 696,783 | $6M | 1.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 693,807 | $6M | 1.5% | 2026-Q1 |
| HighTower Advisors, LLC added | 520,273 | $5M | 1.1% | 2026-Q1 |
| AMERICAN FINANCIAL GROUP INC | 506,562 | $4M | 1.1% | 2026-Q1 |
| BlackRock, Inc. trimmed | 442,871 | $4M | 1.0% | 2026-Q1 |
| TRANSCEND CAPITAL ADVISORS, LLC trimmed | 393,168 | $3M | 0.9% | 2026-Q1 |
| Adams Asset Advisors, LLC added | 374,609 | $3M | 0.8% | 2026-Q1 |
| BI Asset Management Fondsmaeglerselskab A/S added | 364,749 | $3M | 0.8% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 320,660 | $3M | 0.7% | 2026-Q1 |
| First National Trust Co | 311,196 | $3M | 0.7% | 2026-Q1 |
| Hennion & Walsh Asset Management, Inc. trimmed | 309,152 | $3M | 0.7% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 269,974 | $2M | 0.6% | 2026-Q1 |
| GraniteShares Advisors LLC trimmed | 251,857 | $2M | 0.6% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 250,225 | $2M | 0.6% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 239,297 | $2M | 0.5% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 237,345 | $2M | 0.5% | 2026-Q1 |
| LPL Financial LLC trimmed | 216,193 | $2M | 0.5% | 2026-Q1 |
| Lido Advisors, LLC trimmed | 204,084 | $2M | 0.5% | 2026-Q1 |
| Significant Wealth Partners LLC new | 194,093 | $2M | 0.4% | 2026-Q1 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS added | 191,644 | $2M | 0.4% | 2026-Q1 |
| Naviter Wealth, LLC added | 183,435 | $2M | 0.4% | 2026-Q1 |
| Trexquant Investment LP added | 182,895 | $2M | 0.4% | 2026-Q1 |
| Quadrant Private Wealth Management, LLC added | 160,483 | $1M | 0.4% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 162,630 | $1M | 0.4% | 2026-Q1 |
| Stiles Financial Services Inc trimmed | 150,729 | $1M | 0.3% | 2026-Q1 |
| Creative Planning trimmed | 147,220 | $1M | 0.3% | 2026-Q1 |
| STATE STREET CORP trimmed | 139,302 | $1M | 0.3% | 2026-Q1 |
| LOOMIS SAYLES & CO L P | 140,000 | $1M | 0.3% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 138,650 | $1M | 0.3% | 2026-Q1 |
| CANADA LIFE ASSURANCE Co trimmed | 124,431 | $1M | 0.3% | 2026-Q1 |
| SAXON INTERESTS, INC. added | 122,912 | $1M | 0.3% | 2026-Q1 |
| J.W. COLE ADVISORS, INC. added | 120,869 | $1M | 0.3% | 2026-Q1 |
| Ethos Financial Group, LLC added | 114,794 | $1M | 0.3% | 2026-Q1 |
| Corient Private Wealth LLC added | 111,917 | $994K | 0.2% | 2026-Q1 |
| DENALI ADVISORS LLC trimmed | 111,684 | $992K | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 108,810 | $966K | 0.2% | 2026-Q1 |
| Stratos Wealth Partners, LTD. trimmed | 103,460 | $919K | 0.2% | 2026-Q1 |
| United Advisor Group, LLC trimmed | 101,046 | $897K | 0.2% | 2026-Q1 |
| Maia Wealth LLC trimmed | 95,500 | $848K | 0.2% | 2026-Q1 |
| Garde Capital, Inc. trimmed | 93,664 | $832K | 0.2% | 2026-Q1 |
| NORDEN GROUP LLC trimmed | 92,192 | $819K | 0.2% | 2026-Q1 |
| Virtus Investment Advisers, LLC trimmed | 88,738 | $788K | 0.2% | 2026-Q1 |
| Meridian Wealth Management, LLC trimmed | 88,224 | $783K | 0.2% | 2026-Q1 |
| Cetera Investment Advisers added | 85,417 | $759K | 0.2% | 2026-Q1 |
| STEEL GROVE CAPITAL ADVISORS, LLC added | 84,567 | $751K | 0.2% | 2026-Q1 |
| Icon Wealth Advisors, LLC added | 74,489 | $723K | 0.2% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 74,744 | $664K | 0.2% | 2026-Q1 |
| Caption Management, LLC added | 74,552 | $662K | 0.2% | 2026-Q1 |
| PFG Investments, LLC added | 72,858 | $647K | 0.2% | 2026-Q1 |
| SHIKIAR ASSET MANAGEMENT INC trimmed | 68,950 | $612K | 0.2% | 2026-Q1 |
| TT Capital Management LLC added | 68,550 | $609K | 0.2% | 2026-Q1 |
| Cordoba Advisory Partners LLC added | 66,009 | $594K | 0.1% | 2026-Q1 |
| Brevan Howard Capital Management LP trimmed | 64,006 | $568K | 0.1% | 2026-Q1 |
| Argentarii, LLC | 63,000 | $559K | 0.1% | 2026-Q1 |
| HB Wealth Management, LLC trimmed | 60,015 | $533K | 0.1% | 2026-Q1 |
| GUGGENHEIM CAPITAL LLC added | 59,251 | $526K | 0.1% | 2026-Q1 |
| Garner Asset Management Corp trimmed | 58,760 | $522K | 0.1% | 2026-Q1 |
| DRW Securities, LLC added | 56,891 | $505K | 0.1% | 2026-Q1 |
| Advisors Capital Management, LLC added | 530,782 | $5M | 1.3% | 2025-Q3 stale |
| CITADEL ADVISORS LLC added | 350,119 | $3M | 0.8% | 2025-Q4 stale |
| ICON ADVISERS INC/CO added | 336,000 | $3M | 0.8% | 2025-Q4 stale |
| North Ground Capital added | 280,000 | $3M | 0.7% | 2025-Q1 stale |
| Qube Research & Technologies Ltd added | 322,324 | $3M | 0.7% | 2025-Q4 stale |
| XTX Topco Ltd added | 307,895 | $3M | 0.7% | 2025-Q4 stale |
| Round Rock Advisors, LLC added | 207,410 | $2M | 0.6% | 2025-Q2 stale |
| GREAT LAKES ADVISORS, LLC trimmed | 177,915 | $2M | 0.5% | 2025-Q1 stale |
| ENVESTNET ASSET MANAGEMENT INC added | 125,142 | $1M | 0.4% | 2025-Q1 stale |
| Capital Market Strategies LLC trimmed | 114,000 | $1M | 0.3% | 2025-Q2 stale |
| MILLENNIUM MANAGEMENT LLC added | 99,675 | $1M | 0.3% | 2025-Q1 stale |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 91,494 | $1M | 0.3% | 2025-Q2 stale |
| QVT Financial LP | 100,000 | $1M | 0.3% | 2025-Q3 stale |
| VARCOV Co. new | 104,714 | $972K | 0.2% | 2025-Q4 stale |
| Zuckerman Investment Group, LLC added | 92,800 | $944K | 0.2% | 2025-Q3 stale |
| TrueMark Investments, LLC added | 97,151 | $902K | 0.2% | 2025-Q4 stale |
| Quantbot Technologies LP added | 95,125 | $883K | 0.2% | 2025-Q4 stale |
| Fort Point Capital Partners LLC | 81,925 | $873K | 0.2% | 2025-Q3 stale |
| Merit Financial Group, LLC trimmed | 74,931 | $843K | 0.2% | 2025-Q2 stale |
| WEALTHEDGE INVESTMENT ADVISORS, LLC added | 85,826 | $796K | 0.2% | 2025-Q4 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 80,818 | $750K | 0.2% | 2025-Q4 stale |
| One William Street Capital Management, L.P. new | 80,000 | $742K | 0.2% | 2025-Q4 stale |
| PURSUE WEALTH PARTNERS LLC trimmed | 63,753 | $717K | 0.2% | 2025-Q2 stale |
| CONFLUENCE INVESTMENT MANAGEMENT LLC trimmed | 75,821 | $704K | 0.2% | 2025-Q4 stale |
| OLYMPUS WEALTH MANAGEMENT, LLC | 62,328 | $701K | 0.2% | 2025-Q2 stale |
| TOWNSQUARE CAPITAL LLC added | 59,291 | $690K | 0.2% | 2025-Q1 stale |
| MQS Management LLC added | 57,823 | $672K | 0.2% | 2025-Q1 stale |
| Privium Fund Management (UK) Ltd trimmed | 55,513 | $597K | 0.1% | 2025-Q3 stale |
| OXFORD ASSET MANAGEMENT LLP new | 61,297 | $569K | 0.1% | 2025-Q4 stale |
| MARSHALL WACE, LLP trimmed | 59,580 | $553K | 0.1% | 2025-Q4 stale |
| Mandatum Life Insurance Co Ltd trimmed | 46,852 | $527K | 0.1% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.