Position in GBDC
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$7,185,996
+$2,543,195 QoQ
Shares Held
557,919
+52.1% QoQ
Ownership
0.215%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#37
of 317 holders
Holding Since
Sep 2020
22 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in GBDC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $377,714,113 across 121 Asset Management names. GBDC ranks #12 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RJF |
Raymond James Financial Inc
|
720,078 | $109,473,458 | |
| 2 | STT |
State Street Corp
|
244,864 | $41,528,934 | |
| 3 | BLK |
BlackRock, Inc.
|
28,708 | $27,604,464 | |
| 4 | AMP |
Ameriprise Financial Inc
|
34,541 | $15,846,029 | |
| 5 | BX |
Blackstone Inc.
|
124,804 | $14,685,686 | |
| 6 | FHI |
Federated Hermes, Inc.
|
250,866 | $13,852,820 | |
| 7 | NTRS |
Northern Trust Corp
|
72,801 | $12,655,725 | |
| 8 | JHG |
Janus Henderson Group Ltd.
|
187,868 | $9,759,742 |
All Filings in GBDC
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,185,996 | 557,919 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $4,642,801 | 366,730 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,383,815 | 249,360 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $2,455,287 | 179,349 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,347,858 | 92,004 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $784,963 | 51,847 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $753,361 | 49,694 | Shares | Sole | 2025-02-14 | |
| 2024-03-31 | $201,971 | 12,145 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $156,994 | 10,397 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $155,149 | 10,576 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $184,680 | 13,680 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $369,523 | 27,251 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $369,467 | 28,075 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $363,534 | 29,341 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $399,271 | 30,808 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $519,938 | 34,184 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $660,415 | 42,773 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $736,255 | 46,569 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $784,785 | 50,894 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $609,420 | 41,684 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $880,907 | 62,299 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $878,513 | 66,353 | Shares | Sole | 2020-12-10 | |
| No filing history on record for this holder in this stock. | ||||||