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

36 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.

RankInstitutionValueSharesChange
1GABELLI & Co INVESTMENT ADVISERS, INC.$15.6M1.8MHold
2MORGAN STANLEY$4.3M508,773Added
3Focus Partners Wealth$4.3M504,243Trimmed
4GAMCO INVESTORS, INC. ET AL$3.7M441,931Added
5Bulldog Investors, LLP$3.5M409,748Hold
6BANK OF AMERICA CORP /DE/$1.4M161,993Trimmed
7Ancora Advisors LLC$1.3M148,158Trimmed
8NewEdge Advisors, LLC$1.1M129,080Added
9CSS LLC/IL$988,136116,663Hold
10ENVESTNET ASSET MANAGEMENT INC$789,88693,257Trimmed
11PARK AVENUE SECURITIES LLC$700,00082,604New
12BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$529,18062,477Added
13Atlas Wealth LLC$468,95055,366New
14Matisse Capital$237,77028,072Added
15EVOLVE PRIVATE WEALTH, LLC$159,83718,871Trimmed
16DECISION INVESTMENTS, INC$127,89715,100Trimmed
17SUSQUEHANNA INTERNATIONAL GROUP, LLP$120,70614,251New
18INTEGRATED CAPITAL MANAGEMENT, INC.$109,33312,908Trimmed
19GatePass Capital, LLC$105,87512,500Trimmed
20Permanent Capital Management, LP$85,81010,131New
21WELLS FARGO & COMPANY/MN$85,38010,080Trimmed
22MRP Capital Investments, LLC$63,5257,500Hold
23OSAIC HOLDINGS, INC.$44,4085,242Added
24MARK SHEPTOFF FINANCIAL PLANNING, LLC$16,9402,000Hold
25CREATIVE FINANCIAL DESIGNS INC /ADV$14,5431,717Hold

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