Position in GCMG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$10,699,449
+$2,628,954 QoQ
Shares Held
869,874
+5.6% QoQ
Ownership
0.429%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#16
of 147 holders
Holding Since
Jun 2023
11 quarters on record
Voting authority
Sole 89%
Shared 6%
None 5%
Common Shares in GCMG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $6,497,436,121 across 43 Asset Management names. GCMG ranks #32 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
|
21,716,982 | $573,111,152 | |
| 2 | STT |
State Street Corp
|
3,129,977 | $530,844,098 | |
| 3 | AMP |
Ameriprise Financial Inc
|
1,076,218 | $493,725,766 | |
| 4 | BLK |
BlackRock, Inc.
|
463,304 | $445,494,592 | |
| 5 | NTRS |
Northern Trust Corp
|
2,497,902 | $434,235,282 | |
| 6 | PFG |
Principal Financial Group Inc
|
3,923,279 | $422,851,009 | |
| 7 | RJF |
Raymond James Financial Inc
|
2,449,646 | $372,419,678 | |
| 8 | BEN |
Franklin Templeton Inc
|
10,224,825 | $340,179,925 |
All Filings in GCMG
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,699,449 | 869,874 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $8,070,495 | 823,520 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $7,939,959 | 701,410 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $7,053,561 | 584,388 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,094,846 | 527,236 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,928,659 | 296,951 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,784,216 | 145,413 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $496,268 | 43,840 | Shares | Sole | 2024-11-07 | |
| 2023-12-31 | $191,134 | 21,332 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $433,566 | 55,872 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $467,494 | 62,002 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||