Position in GCMG
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$8,070,495
+$130,536 QoQ
Shares Held
823,520
+17.4% QoQ
Ownership
0.408%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
10 quarters on record
Voting authority
Sole 90%
Shared 5%
None 4%
Common Shares in GCMG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026DIMENSIONAL FUND ADVISORS LP holds $5,759,240,503 across 42 Asset Management names. GCMG ranks #33 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
|
21,361,119 | $518,861,577 | |
| 2 | AMP |
Ameriprise Financial Inc
|
1,024,758 | $455,402,454 | |
| 3 | BLK |
BlackRock, Inc.
|
451,432 | $434,146,666 | |
| 4 | STT |
State Street Corp
|
3,101,952 | $392,583,043 | |
| 5 | PFG |
Principal Financial Group Inc
|
3,886,509 | $350,213,324 | |
| 6 | RJF |
Raymond James Financial Inc
|
2,399,638 | $347,443,583 | |
| 7 | NTRS |
Northern Trust Corp
|
2,455,996 | $342,783,359 | |
| 8 | BEN |
Franklin Resources Inc
|
10,860,325 | $256,520,874 |
All Filings in GCMG
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||