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Institutional Ownership · SEC Form 13F

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.

198
Institutional holders
42,506,221
Shares held (tracked funds)
37.8%
Of shares outstanding

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).

FundSharesReported value% of valueQuarter
GOLDMAN SACHS GROUP INC added6,535,509$58M14.4%2026-Q1
PRIVATE MANAGEMENT GROUP INC new5,003,354$44M11.0%2026-Q1
MORGAN STANLEY added3,629,973$32M8.0%2026-Q1
Generali Asset Management SPA SGR3,294,022$29M7.2%2026-Q1
UBS Group AG added2,527,896$22M5.6%2026-Q1
ARES MANAGEMENT LLC added2,171,173$19M4.8%2026-Q1
VAN ECK ASSOCIATES CORP trimmed2,068,023$18M4.6%2026-Q1
Invesco Ltd. added1,587,936$14M3.5%2026-Q1
BANK OF AMERICA CORP /DE/ added997,570$9M2.2%2026-Q1
Legal & General Group Plc added882,698$8M1.9%2026-Q1
Muzinich & Co., Inc. added801,533$7M1.8%2026-Q1
Sumitomo Mitsui Trust Group, Inc.696,783$6M1.5%2026-Q1
RAYMOND JAMES FINANCIAL INC added693,807$6M1.5%2026-Q1
HighTower Advisors, LLC added520,273$5M1.1%2026-Q1
AMERICAN FINANCIAL GROUP INC506,562$4M1.1%2026-Q1
BlackRock, Inc. trimmed442,871$4M1.0%2026-Q1
TRANSCEND CAPITAL ADVISORS, LLC trimmed393,168$3M0.9%2026-Q1
Adams Asset Advisors, LLC added374,609$3M0.8%2026-Q1
BI Asset Management Fondsmaeglerselskab A/S added364,749$3M0.8%2026-Q1
Russell Investments Group, Ltd. added320,660$3M0.7%2026-Q1
First National Trust Co311,196$3M0.7%2026-Q1
Hennion & Walsh Asset Management, Inc. trimmed309,152$3M0.7%2026-Q1
VICTORY CAPITAL MANAGEMENT INC added269,974$2M0.6%2026-Q1
GraniteShares Advisors LLC trimmed251,857$2M0.6%2026-Q1
OSAIC HOLDINGS, INC. trimmed250,225$2M0.6%2026-Q1
ROYAL BANK OF CANADA trimmed239,297$2M0.5%2026-Q1
WELLS FARGO & COMPANY/MN trimmed237,345$2M0.5%2026-Q1
LPL Financial LLC trimmed216,193$2M0.5%2026-Q1
Lido Advisors, LLC trimmed204,084$2M0.5%2026-Q1
Significant Wealth Partners LLC new194,093$2M0.4%2026-Q1
SBE LLC DBA CEDAR COVE WEALTH PARTNERS added191,644$2M0.4%2026-Q1
Naviter Wealth, LLC added183,435$2M0.4%2026-Q1
Trexquant Investment LP added182,895$2M0.4%2026-Q1
Quadrant Private Wealth Management, LLC added160,483$1M0.4%2026-Q1
AMERIPRISE FINANCIAL INC trimmed162,630$1M0.4%2026-Q1
Stiles Financial Services Inc trimmed150,729$1M0.3%2026-Q1
Creative Planning trimmed147,220$1M0.3%2026-Q1
STATE STREET CORP trimmed139,302$1M0.3%2026-Q1
LOOMIS SAYLES & CO L P140,000$1M0.3%2026-Q1
Thrivent Financial for Lutherans added138,650$1M0.3%2026-Q1
CANADA LIFE ASSURANCE Co trimmed124,431$1M0.3%2026-Q1
SAXON INTERESTS, INC. added122,912$1M0.3%2026-Q1
J.W. COLE ADVISORS, INC. added120,869$1M0.3%2026-Q1
Ethos Financial Group, LLC added114,794$1M0.3%2026-Q1
Corient Private Wealth LLC added111,917$994K0.2%2026-Q1
DENALI ADVISORS LLC trimmed111,684$992K0.2%2026-Q1
JANE STREET GROUP, LLC trimmed108,810$966K0.2%2026-Q1
Stratos Wealth Partners, LTD. trimmed103,460$919K0.2%2026-Q1
United Advisor Group, LLC trimmed101,046$897K0.2%2026-Q1
Maia Wealth LLC trimmed95,500$848K0.2%2026-Q1
Garde Capital, Inc. trimmed93,664$832K0.2%2026-Q1
NORDEN GROUP LLC trimmed92,192$819K0.2%2026-Q1
Virtus Investment Advisers, LLC trimmed88,738$788K0.2%2026-Q1
Meridian Wealth Management, LLC trimmed88,224$783K0.2%2026-Q1
Cetera Investment Advisers added85,417$759K0.2%2026-Q1
STEEL GROVE CAPITAL ADVISORS, LLC added84,567$751K0.2%2026-Q1
Icon Wealth Advisors, LLC added74,489$723K0.2%2026-Q1
NORTHERN TRUST CORP trimmed74,744$664K0.2%2026-Q1
Caption Management, LLC added74,552$662K0.2%2026-Q1
PFG Investments, LLC added72,858$647K0.2%2026-Q1
SHIKIAR ASSET MANAGEMENT INC trimmed68,950$612K0.2%2026-Q1
TT Capital Management LLC added68,550$609K0.2%2026-Q1
Cordoba Advisory Partners LLC added66,009$594K0.1%2026-Q1
Brevan Howard Capital Management LP trimmed64,006$568K0.1%2026-Q1
Argentarii, LLC63,000$559K0.1%2026-Q1
HB Wealth Management, LLC trimmed60,015$533K0.1%2026-Q1
GUGGENHEIM CAPITAL LLC added59,251$526K0.1%2026-Q1
Garner Asset Management Corp trimmed58,760$522K0.1%2026-Q1
DRW Securities, LLC added56,891$505K0.1%2026-Q1
Advisors Capital Management, LLC added530,782$5M1.3%2025-Q3 stale
CITADEL ADVISORS LLC added350,119$3M0.8%2025-Q4 stale
ICON ADVISERS INC/CO added336,000$3M0.8%2025-Q4 stale
North Ground Capital added280,000$3M0.7%2025-Q1 stale
Qube Research & Technologies Ltd added322,324$3M0.7%2025-Q4 stale
XTX Topco Ltd added307,895$3M0.7%2025-Q4 stale
Round Rock Advisors, LLC added207,410$2M0.6%2025-Q2 stale
GREAT LAKES ADVISORS, LLC trimmed177,915$2M0.5%2025-Q1 stale
ENVESTNET ASSET MANAGEMENT INC added125,142$1M0.4%2025-Q1 stale
Capital Market Strategies LLC trimmed114,000$1M0.3%2025-Q2 stale
MILLENNIUM MANAGEMENT LLC added99,675$1M0.3%2025-Q1 stale
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC trimmed91,494$1M0.3%2025-Q2 stale
QVT Financial LP100,000$1M0.3%2025-Q3 stale
VARCOV Co. new104,714$972K0.2%2025-Q4 stale
Zuckerman Investment Group, LLC added92,800$944K0.2%2025-Q3 stale
TrueMark Investments, LLC added97,151$902K0.2%2025-Q4 stale
Quantbot Technologies LP added95,125$883K0.2%2025-Q4 stale
Fort Point Capital Partners LLC81,925$873K0.2%2025-Q3 stale
Merit Financial Group, LLC trimmed74,931$843K0.2%2025-Q2 stale
WEALTHEDGE INVESTMENT ADVISORS, LLC added85,826$796K0.2%2025-Q4 stale
SUSQUEHANNA INTERNATIONAL GROUP, LLP added80,818$750K0.2%2025-Q4 stale
One William Street Capital Management, L.P. new80,000$742K0.2%2025-Q4 stale
PURSUE WEALTH PARTNERS LLC trimmed63,753$717K0.2%2025-Q2 stale
CONFLUENCE INVESTMENT MANAGEMENT LLC trimmed75,821$704K0.2%2025-Q4 stale
OLYMPUS WEALTH MANAGEMENT, LLC62,328$701K0.2%2025-Q2 stale
TOWNSQUARE CAPITAL LLC added59,291$690K0.2%2025-Q1 stale
MQS Management LLC added57,823$672K0.2%2025-Q1 stale
Privium Fund Management (UK) Ltd trimmed55,513$597K0.1%2025-Q3 stale
OXFORD ASSET MANAGEMENT LLP new61,297$569K0.1%2025-Q4 stale
MARSHALL WACE, LLP trimmed59,580$553K0.1%2025-Q4 stale
Mandatum Life Insurance Co Ltd trimmed46,852$527K0.1%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.

HoldersTotal shares

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.

Learn how to read institutional ownership