Who Owns GDL FD (GDL)? -- Institutional Holders (2026-06-30)

Name: GDL FD (GDL) Institutional Holders (2026-06-30)
Creator: ko.io

35 institutions reported holding $39.8M of GDL FD (GDL) in SEC 13F filings for 2026-06-30. Largest institutional holders: GABELLI & Co INVESTMENT ADVISERS, INC. ($15.6M), MORGAN STANLEY ($4.3M), Focus Partners Wealth ($4.3M), GAMCO INVESTORS, INC. ET AL ($3.7M), Bulldog Investors, LLP ($3.5M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	GABELLI & Co INVESTMENT ADVISERS, INC.	$15.6M	1.8M	Hold
2	MORGAN STANLEY	$4.3M	508,773	Added
3	Focus Partners Wealth	$4.3M	504,243	Trimmed
4	GAMCO INVESTORS, INC. ET AL	$3.7M	441,931	Added
5	Bulldog Investors, LLP	$3.5M	409,748	Hold
6	BANK OF AMERICA CORP /DE/	$1.4M	161,993	Trimmed
7	Ancora Advisors LLC	$1.3M	148,158	Trimmed
8	NewEdge Advisors, LLC	$1.1M	129,080	Added
9	CSS LLC/IL	$988,136	116,663	Hold
10	ENVESTNET ASSET MANAGEMENT INC	$789,886	93,257	Trimmed
11	PARK AVENUE SECURITIES LLC	$700,000	82,604	New
12	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	$529,180	62,477	Added
13	Atlas Wealth LLC	$468,950	55,366	New
14	Matisse Capital	$237,770	28,072	Added
15	EVOLVE PRIVATE WEALTH, LLC	$159,837	18,871	Trimmed
16	DECISION INVESTMENTS, INC	$127,897	15,100	Trimmed
17	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$120,706	14,251	New
18	INTEGRATED CAPITAL MANAGEMENT, INC.	$109,333	12,908	Trimmed
19	GatePass Capital, LLC	$105,875	12,500	Trimmed
20	Permanent Capital Management, LP	$85,810	10,131	New
21	WELLS FARGO & COMPANY/MN	$85,380	10,080	Trimmed
22	MRP Capital Investments, LLC	$63,525	7,500	Hold
23	OSAIC HOLDINGS, INC.	$44,408	5,242	Added
24	MARK SHEPTOFF FINANCIAL PLANNING, LLC	$16,940	2,000	Hold
25	CREATIVE FINANCIAL DESIGNS INC /ADV	$14,543	1,717	Hold

Source: SEC Form 13F filings · as of 2026-06-30