J.W. COLE ADVISORS, INC.

Position in GSBD — Goldman Sachs BDC, Inc.

CIK 1404763 TAMPA, FL

Position in GSBD

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$1,143,818

+$70,502 QoQ

Shares Held

120,656

-0.2% QoQ

Ownership

0.107%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#49

of 206 holders

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

J.W. COLE ADVISORS, INC. holds $193,269,593 across 115 Asset Management names. GSBD ranks #50 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PDI	PIMCO Dynamic Income Fund	1,510,792	$25,230,226
2	UTG	Reaves Utility Income Fund	323,107	$13,156,917
3	NMZ	Nuveen Municipal High Income Opportunity Fund	1,023,649	$10,819,969
4	DNP	Dnp Select Income Fund Inc	930,496	$10,040,051
5	BX	Blackstone Inc.	63,466	$7,468,044
6	GAB	Gabelli Equity Trust Inc	998,455	$5,651,255
7	MAIN	Main Street Capital CORP	100,593	$5,218,764
8	PDO	PIMCO Dynamic Income Opportunities Fund	357,226	$4,722,527

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,143,818	120,656	-0.2%	Shares	Sole	2026-07-21
2026-03-31	$1,073,316	120,869	+1.4%	Shares	Sole	2026-04-23
2025-12-31	$1,106,602	119,246	+17.4%	Shares	Sole	2026-02-11
2025-09-30	$1,033,241	101,597	+11.9%	Shares	Sole	2025-11-05
2025-06-30	$1,021,657	90,814	+13.9%	Shares	Sole	2025-08-12
2025-03-31	$927,038	79,711	+32.9%	Shares	Sole	2025-05-05
2024-12-31	$725,854	59,988	+56.9%	Shares	Sole	2025-01-31
2024-09-30	$526,209	38,242	+219.9%	Shares	Sole	2024-10-24
2024-03-31	$179,070	11,954	-1.9%	Shares	Sole	2024-04-30
2023-12-31	$178,495	12,184	+4.0%	Shares	Sole	2024-01-31
2023-09-30	$170,497	11,710	—	Shares	Sole	2023-10-24
No filing history on record for this holder in this stock.