How many institutions own GBDC stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own GBDC shares is 361, representing 42.73% of the company's common stock.

Who are the major shareholders selling Golub Capital BDC, Inc. stock?

NEUBERGER BERMAN GROUP LLC, in the last quarter, reduced its stake in GBDC by -1.85% restricting it's holding to 365.43 thousand shares of worth nearly $4.63M. DENALI ADVISORS LLC also lessened -1.97% of the GBDC shares from its portfolio, reducing its holding to 365.28 thousand shares of worth $4.62M. VAN ECK ASSOCIATES CORP also shunned GBDC shares holding by -8.86% last quarter which brought its holding to 4.24 million shares worth $53.73M.

Investors who are buying GBDC stock?

As per its latest 13F filing, MUZINICH & CO., INC. increased its stake in GBDC by 1.34% in the last quarter. The institutional holder raised its holding to 1.99 million shares having worth more than $25.14M. SOUND INCOME STRATEGIES, LLC also added 4.1% more shares of GBDC to its portfolio, raising its holding to 3.75 million shares of worth $46.88M. SAGE MOUNTAIN ADVISORS LLC also increased its GBDC shares holding by 11.76% which brought its holding to 3.76 million shares worth $47.55M.

GBDC's major insiders: who are they?

The insider with the most stakes in GBDC is BAILY JOHN THOMAS , director at the company. Additionally, GBDC stock is highly held by director Rosenberg Anita R and director Rival Anita J. among others.

Did an insider recently sell GBDC stock?

Company executives, directors, and other insiders own 6.35% percent of Golub Capital BDC, Inc.'s stock. Within the last six months, there have been 0 transaction(s) in which GBDC insiders have sold stock, totaling 0 shares. Insiders that have sold shares include GOLUB DAVID and GOLUB LAWRENCE E.

Which insider recently purchased GBDC stock?

There have been 0 transaction(s) during the past 6-months in which Golub Capital BDC, Inc. insiders have bought stock, totalling 0 shares

How much of GBDC does insiders own?

Around 0 Golub Capital BDC, Inc. shares are held by insiders, which represents about 6.35% of GBDC stock.

Who is the insider with the largest stake?

GBDC director, BAILY JOHN THOMAS holds the largest portfolio of the company's shares. GBDC shares owned by BAILY total nearly 55.35 thousand.

Which institution holds the most shares in GBDC?

MUZINICH & CO., INC. is the largest institutional owner in GBDC which holds 1.99 million shares worth $25.14M or 0.75% of the total GBDC shares outstanding followed by NEUBERGER BERMAN GROUP LLC with ownership of 365.43 thousand shares representing 0.14% of the GBDC ownership. DENALI ADVISORS LLC is the third largest stakeholder with 365.28 thousand shares or 0.14% of the ownership worth more than $4.62M.

Is Golub Capital BDC, Inc. stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the GBDC is concerned, it is a stock which is optionable.

Is there a short position on GBDC's shares?

Number of GBDC shares short is null. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding GBDC shares are there?

As of today, null shares of GBDC are outstanding.

Is there many float in GBDC stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, GBDC has null shares in float.

GBDC short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for GBDC is null.

Golub Capital BDC (GBDC) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableYes

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

6.35% Percentage of Shares held by All Insiders

42.73% Percentage of Shares held by All Institutions

45.62% Percentage of Float held by Institutions

361

Number of Institutions Holding Shares

Institutional Ownership

About 42.73% of GBDC shares are held by financial institutions. MUZINICH & CO., INC. is the top corporate investor, holding 1.99M shares valued at $25.14M. A 0.75% stake in Golub Capital BDC, Inc. is owned by the company. NEUBERGER BERMAN GROUP LLC owns 365.43K shares valued at $4.63M, which translates its holding of 0.14% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	MUZINICH & CO., INC.	0.75%	1.99M	25.14M	26.22K	+1.34%
Mar 31, 2026	NEUBERGER BERMAN GROUP LLC	0.14%	365.43K	4.63M	-6.89K	-1.85%
Mar 31, 2026	DENALI ADVISORS LLC	0.14%	365.28K	4.62M	-7.34K	-1.97%
Mar 31, 2026	SOUND INCOME STRATEGIES, LLC	1.42%	3.75M	46.88M	147.73K	+4.10%
Mar 31, 2026	SAGE MOUNTAIN ADVISORS LLC	1.42%	3.76M	47.55M	395.34K	+11.76%
Mar 31, 2026	UBS GROUP AG	1.54%	4.06M	51.37M	1.19M	+41.63%
Mar 31, 2026	VAN ECK ASSOCIATES CORP	1.61%	4.24M	53.73M	-412.32K	-8.86%
Mar 31, 2026	CI PRIVATE WEALTH, LLC	1.72%	4.53M	56.6M	-689.8K	-13.22%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	2.67%	7.05M	89.21M	4.75M	+206.60%
Mar 31, 2026	STRS OHIO	6.5%	17.14M	217M	435.77K	+2.61%
Mar 31, 2026	COLONY GROUP, LLC	0.16%	409.04K	5.18M	1.03K	+0.25%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.16%	421.7K	5.34M	-356.6K	-45.82%
Mar 31, 2026	TRANQUILITY PARTNERS, LLC	0.14%	362.81K	4.59M	9.31K	+2.63%
Mar 31, 2026	PATHSTONE HOLDINGS, LLC	0.16%	428.58K	5.43M	-226.33K	-34.56%
Mar 31, 2026	CASTLEKEEP INVESTMENT ADVISORS LLC	0.13%	346.67K	4.39M	11.51K	+3.43%
Mar 31, 2026	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.12%	326.88K	4.14M	-19.03K	-5.50%
Mar 31, 2026	HENNION & WALSH ASSET MANAGEMENT, INC.	0.12%	316.71K	4.01M	-55.11K	-14.82%
Mar 31, 2026	D.A. DAVIDSON & CO.	0.12%	314.3K	3.98M	13.72K	+4.56%
Mar 31, 2026	UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH	0.12%	304.91K	3.86M	3.8K	+1.26%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.12%	304.41K	3.85M	-147.1K	-32.58%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.11%	302.06K	3.82M	134.39K	+80.15%
Mar 31, 2026	OMERS ADMINISTRATION CORP	1.35%	3.56M	45.07M	540.5K	+17.90%
Mar 31, 2026	JPMORGAN CHASE & CO	1.33%	3.52M	44.48M	-401.07K	-10.24%
Mar 31, 2026	ALLEN INVESTMENT MANAGEMENT LLC	1.28%	3.37M	42.61M	-703.99K	-17.30%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	1.24%	3.27M	41.4M	-245.63K	-6.99%
Mar 31, 2026	FRANKLIN RESOURCES INC	0.44%	1.15M	14.53M	543.22K	+89.91%
Mar 31, 2026	SIGMA INVESTMENT COUNSELORS INC	0.36%	936.37K	11.85M	47.19K	+5.31%
Mar 31, 2026	SRS CAPITAL ADVISORS, INC.	0.16%	431.25K	5.46M	20K	+4.86%
Mar 31, 2026	CAPTRUST FINANCIAL ADVISORS	0.18%	476.69K	6.03M	-185.18K	-27.98%
Mar 31, 2026	BLACKROCK, INC.	0.45%	1.19M	15.11M	-798.27K	-40.07%
Mar 31, 2026	MAI CAPITAL MANAGEMENT	0.46%	1.22M	15.45M	-143.21K	-10.50%
Mar 31, 2026	ARNHOLD LLC	0.58%	1.54M	19.46M	67K	+4.56%
Mar 31, 2026	MORGAN STANLEY	0.75%	1.98M	25.03M	-1.07M	-35.14%
Mar 31, 2026	BROWN BROTHERS HARRIMAN & CO	0.36%	942.55K	11.93M	942.55K	+100.00%
Mar 31, 2026	D. E. SHAW & CO., INC.	0.36%	953.21K	12.07M	665.88K	+231.74%
Mar 31, 2026	RUSSELL INVESTMENTS GROUP, LTD.	0.49%	1.28M	16.24M	922.24K	+255.77%
Mar 31, 2026	COASTAL BRIDGE ADVISORS, LLC	0.49%	1.29M	16.36M	794.22K	+159.42%
Mar 31, 2026	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.57%	1.51M	19.17M	0	0
Mar 31, 2026	ARES MANAGEMENT LLC	1.16%	3.06M	38.72M	322.15K	+11.77%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	1.06%	2.8M	35.48M	491.87K	+21.28%
Mar 31, 2026	GENERALI ASSET MANAGEMENT SPA SGR	1%	2.63M	33.31M	0	0
Mar 31, 2026		0.96%	2.54M	32.18M	62.75K	+2.53%
Mar 31, 2026	CONDOR CAPITAL MANAGEMENT	0.16%	418.97K	5.3M	45.15K	+12.08%
Mar 31, 2026	WATERLOO CAPITAL, L.P.	0.14%	370.41K	4.69M	219.38K	+145.25%
Mar 31, 2026	CERITY PARTNERS LLC	0.33%	857.45K	10.86M	10.11K	+1.19%
Mar 31, 2026	NEXT CAPITAL MANAGEMENT LLC	0.22%	567.21K	7.18M	322.99K	+132.26%
Mar 31, 2026	PRAIRIEWOOD CAPITAL, LLC	0.2%	521.43K	6.6M	64.7K	+14.17%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.19%	500.51K	6.34M	-16.3K	-3.15%
Mar 31, 2026	LIDO ADVISORS, LLC	0.19%	491.88K	6.23M	-68.19K	-12.17%
Mar 31, 2026	LPL FINANCIAL LLC	0.18%	479.1K	6.07M	-66.18K	-12.14%
Mar 31, 2026	NORTH GROUND CAPITAL	0.18%	478.89K	6.06M	152.79K	+46.85%
Mar 31, 2026	BANK OF MONTREAL /CAN/	0.4%	1.06M	13.38M	0	0
Mar 31, 2026	BORDER TO COAST PENSIONS PARTNERSHIP LTD	0.24%	625K	7.94M	-175K	-21.88%
Mar 31, 2026	HIRTLE CALLAGHAN & CO LLC	0.39%	1.02M	12.87M	9.44K	+0.94%
Mar 31, 2026	BOSTON PARTNERS	0.25%	662.85K	8.4M	-415.84K	-38.55%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.28%	743.71K	9.42M	328.81K	+79.25%
Mar 31, 2026	LSV ASSET MANAGEMENT	0.32%	845.9K	10.71M	-183.1K	-17.79%
Mar 31, 2026	ADVISORS CAPITAL MANAGEMENT, LLC	0.15%	390.85K	4.95M	20.08K	+5.42%
Mar 31, 2026	ADVISORS ASSET MANAGEMENT, INC.	0.14%	379.09K	4.8M	23.95K	+6.74%
Mar 31, 2026	GRANITE FO LLC	0.14%	376.3K	4.76M	-24.21K	-6.04%
Mar 31, 2026	WEALTHSPIRE ADVISORS, LLC	0.14%	375.14K	4.75M	356.35K	+1,896.78%
Mar 31, 2026	LEGAL & GENERAL GROUP PLC	0.85%	2.24M	28.38M	175.81K	+8.52%
Dec 31, 2025	NEUBERGER BERMAN GROUP LLC	0.14%	372.32K	5.05M	-17.55K	-4.50%
Dec 31, 2025	DENALI ADVISORS LLC	0.14%	372.62K	5.06M	-60.64K	-14.00%
Dec 31, 2025	COLONY GROUP, LLC	0.15%	408K	5.54M	373.4K	+1,078.90%
Dec 31, 2025	SRS CAPITAL ADVISORS, INC.	0.16%	411.25K	5.58M	41.69K	+11.28%
Dec 31, 2025	OMERS ADMINISTRATION CORP	1.15%	3.02M	40.97M	597.92K	+24.69%
Dec 31, 2025	MORGAN STANLEY	1.16%	3.05M	41.37M	717.9K	+30.80%
Dec 31, 2025	SAGE MOUNTAIN ADVISORS LLC	1.27%	3.36M	45.61M	332.44K	+10.98%
Dec 31, 2025	HIRTLE CALLAGHAN & CO LLC	0.38%	1.01M	13.67M	77.28K	+8.31%
Dec 31, 2025	LSV ASSET MANAGEMENT	0.39%	1.03M	13.96M	-12.4K	-1.19%
Dec 31, 2025	BANK OF MONTREAL /CAN/	0.4%	1.06M	14.34M	127.37K	+13.71%
Dec 31, 2025	BOSTON PARTNERS	0.41%	1.08M	14.66M	-60.35K	-5.30%
Dec 31, 2025	MAI CAPITAL MANAGEMENT	0.52%	1.36M	18.51M	67.69K	+5.22%
Dec 31, 2025	ARNHOLD LLC	0.56%	1.47M	19.95M	7.5K	+0.51%
Dec 31, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.57%	1.51M	20.55M	36.15K	+2.45%
Dec 31, 2025	BLACKROCK, INC.	0.76%	1.99M	27.03M	9.89K	+0.50%
Dec 31, 2025	SHIKIAR ASSET MANAGEMENT INC	0.14%	373.24K	5.07M	-32.48K	-8.00%
Dec 31, 2025	CONDOR CAPITAL MANAGEMENT	0.14%	373.82K	5.07M	9.35K	+2.57%
Dec 31, 2025	GRANITE FO LLC	0.15%	400.51K	5.43M	-104.03K	-20.62%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.16%	414.89K	5.63M	-163.15K	-28.23%
Dec 31, 2025	CALLODINE CAPITAL MANAGEMENT, LP	0.17%	450K	6.11M	-71.24K	-13.67%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.17%	451.51K	6.13M	-82.29K	-15.42%
Dec 31, 2025	PRAIRIEWOOD CAPITAL, LLC	0.17%	456.73K	6.2M	75.18K	+19.70%
Dec 31, 2025	COASTAL BRIDGE ADVISORS, LLC	0.19%	498.18K	6.76M	498.18K	+100.00%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.2%	516.8K	7.01M	392.7K	+316.43%
Dec 31, 2025	LPL FINANCIAL LLC	0.21%	545.28K	7.4M	116.33K	+27.12%
Dec 31, 2025	LIDO ADVISORS, LLC	0.21%	560.07K	7.64M	-5.97K	-1.05%
Dec 31, 2025	FRANKLIN RESOURCES INC	0.23%	604.17K	8.2M	-585.86K	-49.23%
Dec 31, 2025	PATHSTONE HOLDINGS, LLC	0.25%	654.91K	8.89M	5.62K	+0.87%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.25%	661.87K	8.98M	-139.27K	-17.38%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.3%	778.3K	10.56M	-11.66K	-1.48%
Dec 31, 2025	BORDER TO COAST PENSIONS PARTNERSHIP LTD	0.3%	800K	10.88M	0	0
Dec 31, 2025	CERITY PARTNERS LLC	0.32%	847.34K	11.5M	-81.89K	-8.81%
Dec 31, 2025	SIGMA INVESTMENT COUNSELORS INC	0.34%	889.18K	12.07M	34.9K	+4.09%
Dec 31, 2025	LEGAL & GENERAL GROUP PLC	0.78%	2.06M	27.98M	315.98K	+18.09%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	0.87%	2.3M	31.19M	-230.94K	-9.13%
Dec 31, 2025	GENERALI ASSET MANAGEMENT SPA SGR	1%	2.63M	35.7M	0	0
Dec 31, 2025	ARES MANAGEMENT LLC	1.04%	2.74M	37.13M	165K	+6.42%
Dec 31, 2025	UBS GROUP AG	1.09%	2.86M	38.87M	651.11K	+29.41%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	1.33%	3.52M	47.71M	-314.24K	-8.21%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.88%	2.31M	31.36M	-660.11K	-22.22%
Dec 31, 2025	CI PRIVATE WEALTH, LLC	1.98%	5.22M	70.8M	-869.48K	-14.28%
Dec 31, 2025		0.16%	417.67K	5.67M	417.67K	+100.00%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	0.17%	448K	6.08M	409.15K	+1,053.21%
Dec 31, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	0.65%	1.71M	23.27M	1.19M	+226.56%
Dec 31, 2025	MUZINICH & CO., INC.	0.74%	1.96M	26.59M	333.64K	+20.52%
Dec 31, 2025	SOUND INCOME STRATEGIES, LLC	1.37%	3.6M	49.79M	224.14K	+6.63%
Dec 31, 2025	JPMORGAN CHASE & CO	1.49%	3.92M	53.16M	1.37M	+53.71%
Dec 31, 2025	ALLEN INVESTMENT MANAGEMENT LLC	1.54%	4.07M	55.23M	-103.58K	-2.48%
Dec 31, 2025	VAN ECK ASSOCIATES CORP	1.77%	4.66M	63.19M	-187.47K	-3.87%
Dec 31, 2025	STRS OHIO	6.34%	16.7M	226.68M	466.98K	+2.88%
Dec 31, 2025	GREAT WEST LIFE ASSURANCE CO /CAN/	0.13%	345.63K	4.69M	14.55K	+4.39%
Dec 31, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.13%	345.91K	4.69M	-21.84K	-5.94%
Dec 31, 2025	BROWN ADVISORY INC	0.13%	347.59K	4.72M	-220.39K	-38.80%
Dec 31, 2025	TRANQUILITY PARTNERS, LLC	0.13%	353.49K	4.8M	4.12K	+1.18%
Dec 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.13%	355.14K	4.82M	24.45K	+7.39%
Dec 31, 2025	ADVISORS CAPITAL MANAGEMENT, LLC	0.14%	370.77K	5.03M	12.6K	+3.52%
Dec 31, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.14%	371.81K	5.05M	-60.7K	-14.03%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.65%	1.75M	23.91M	-145.07K	-7.67%
Sep 30, 2025	CI PRIVATE WEALTH, LLC	2.28%	6.09M	83.33M	4.56M	+297.83%
Sep 30, 2025	TRANQUILITY PARTNERS, LLC	0.13%	349.38K	4.78M	-2.31K	-0.66%
Sep 30, 2025	ADVISORS CAPITAL MANAGEMENT, LLC	0.13%	358.17K	4.9M	27.54K	+8.33%
Sep 30, 2025	SRS CAPITAL ADVISORS, INC.	0.14%	369.56K	5.06M	44.36K	+13.64%
Sep 30, 2025	SHIKIAR ASSET MANAGEMENT INC	0.15%	405.72K	5.55M	-37.89K	-8.54%
Sep 30, 2025	CALLODINE CAPITAL MANAGEMENT, LP	0.2%	521.24K	7.14M	0	0
Sep 30, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	0.2%	525.12K	7.19M	525.12K	+100.00%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.2%	533.8K	7.31M	68.92K	+14.83%
Sep 30, 2025	LIDO ADVISORS, LLC	0.21%	566.03K	7.75M	113.3K	+25.03%
Sep 30, 2025	BROWN ADVISORY INC	0.21%	567.98K	7.78M	448.73K	+376.31%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.22%	578.05K	7.91M	12.05K	+2.13%
Sep 30, 2025	MUZINICH & CO., INC.	0.61%	1.63M	22.25M	397.51K	+32.37%
Sep 30, 2025	SOUND INCOME STRATEGIES, LLC	1.27%	3.38M	45.58M	65.01K	+1.96%
Sep 30, 2025	HB WEALTH MANAGEMENT, LLC	0.09%	249.4K	3.41M	55.52K	+28.64%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.09%	252.92K	3.46M	-11.51K	-4.35%
Sep 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.3%	801.14K	10.97M	-19.5K	-2.38%
Sep 30, 2025	BOSTON PARTNERS	0.43%	1.14M	15.59M	2.33K	+0.20%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.95%	2.53M	34.63M	1.86M	+279.41%
Sep 30, 2025	BANK OF MONTREAL /CAN/	0.35%	929.13K	12.72M	202.94K	+27.95%
Sep 30, 2025	CERITY PARTNERS LLC	0.35%	929.23K	12.72M	-246.12K	-20.94%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	1.44%	3.83M	52.43M	208K	+5.74%
Sep 30, 2025	HIRTLE CALLAGHAN & CO LLC	0.35%	929.97K	12.73M	3.74K	+0.40%
Sep 30, 2025	PRAIRIEWOOD CAPITAL, LLC	0.14%	381.55K	5.22M	40.46K	+11.86%
Sep 30, 2025	ARES MANAGEMENT LLC	0.96%	2.57M	35.2M	0	0
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	1.11%	2.97M	40.67M	164.92K	+5.88%
Sep 30, 2025	UBS GROUP AG	0.83%	2.21M	30.3M	-195.25K	-8.11%
Sep 30, 2025	SAGE MOUNTAIN ADVISORS LLC	1.13%	3.03M	41.46M	-4.96K	-0.16%
Sep 30, 2025	ALLEN INVESTMENT MANAGEMENT LLC	1.56%	4.17M	57.13M	-65.07K	-1.54%
Sep 30, 2025	CONDOR CAPITAL MANAGEMENT	0.14%	364.47K	4.99M	13.36K	+3.80%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.3%	789.97K	10.81M	408.51K	+107.09%
Sep 30, 2025	BORDER TO COAST PENSIONS PARTNERSHIP LTD	0.3%	800K	10.95M	-50K	-5.88%
Sep 30, 2025	SIGMA INVESTMENT COUNSELORS INC	0.32%	854.28K	11.7M	53.37K	+6.66%
Sep 30, 2025	UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH	0.09%	253.36K	3.47M	0	0
Sep 30, 2025	MARSHALL WACE, LLP	0.1%	261.42K	3.58M	261.42K	+100.00%
Sep 30, 2025	FIRST NATIONAL TRUST CO	0.1%	264.18K	3.62M	0	0
Sep 30, 2025	NAVITER WEALTH, LLC	0.1%	278.28K	3.81M	-1.17K	-0.42%
Sep 30, 2025	D.A. DAVIDSON & CO.	0.11%	293.53K	4.02M	-24.61K	-7.73%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.11%	306.41K	4.19M	31.05K	+11.28%
Sep 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.12%	330.69K	4.53M	34.98K	+11.83%
Sep 30, 2025	CITIGROUP INC	0.12%	331.18K	4.53M	-30	-0.01%
Sep 30, 2025	SCS CAPITAL MANAGEMENT LLC	0.13%	348.07K	4.77M	-49.13K	-12.37%
Sep 30, 2025	MAI CAPITAL MANAGEMENT	0.49%	1.3M	17.75M	-14.08K	-1.07%
Sep 30, 2025	FRANKLIN RESOURCES INC	0.45%	1.19M	16.29M	-25.54K	-2.10%
Sep 30, 2025	GENERALI ASSET MANAGEMENT SPA SGR	0.99%	2.63M	36.01M	118.03K	+4.70%
Sep 30, 2025	PATHSTONE HOLDINGS, LLC	0.24%	649.28K	8.89M	314.23K	+93.79%
Sep 30, 2025	DENALI ADVISORS LLC	0.16%	433.26K	5.93M	-108.89K	-20.09%
Sep 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.16%	432.51K	5.92M	30.06K	+7.47%
Sep 30, 2025	LPL FINANCIAL LLC	0.16%	428.95K	5.87M	6.49K	+1.54%
Sep 30, 2025	ARNHOLD LLC	0.55%	1.46M	20.02M	15K	+1.04%
Sep 30, 2025	GRANITE FO LLC	0.19%	504.54K	6.91M	0	0
Sep 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.15%	398.43K	5.45M	-68.88K	-14.74%
Sep 30, 2025	NEUBERGER BERMAN GROUP LLC	0.15%	389.87K	5.34M	-78.81K	-16.81%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0.27%	708.43K	9.7M	-608.72K	-46.21%
Sep 30, 2025	LSV ASSET MANAGEMENT	0.39%	1.04M	14.26M	-181.62K	-14.85%
Sep 30, 2025	STRS OHIO	6.09%	16.24M	222.3M	450.13K	+2.85%
Sep 30, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.14%	367.75K	5.03M	-83.45K	-18.49%
Sep 30, 2025	CASTLEKEEP INVESTMENT ADVISORS LLC	0.14%	377.39K	5.17M	37.04K	+10.88%
Sep 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.55%	1.48M	20.24M	397.84K	+36.82%
Sep 30, 2025	BLACKROCK, INC.	0.74%	1.98M	27.14M	344.35K	+21.02%
Sep 30, 2025	MORGAN STANLEY	0.87%	2.33M	31.91M	-302.25K	-11.48%
Sep 30, 2025	OMERS ADMINISTRATION CORP	0.91%	2.42M	33.15M	67.12K	+2.85%
Sep 30, 2025	JPMORGAN CHASE & CO	0.96%	2.55M	34.89M	125.88K	+5.20%
Sep 30, 2025	VAN ECK ASSOCIATES CORP	1.82%	4.84M	66.31M	401.72K	+9.04%
Jun 30, 2025	CONDOR CAPITAL MANAGEMENT	0.13%	351.11K	5.14M	9.06K	+2.65%
Jun 30, 2025	LEGAL & GENERAL GROUP PLC	0.71%	1.89M	27.73M	31.04K	+1.67%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	0.49%	1.32M	19.3M	-211.46K	-13.83%
Jun 30, 2025	MAI CAPITAL MANAGEMENT	0.49%	1.31M	19.2M	-64.04K	-4.66%
Jun 30, 2025	FRANKLIN RESOURCES INC	0.46%	1.22M	17.81M	180.98K	+17.49%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.31%	820.64K	12.02M	-81.7K	-9.05%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.25%	666.64K	9.77M	-31.28K	-4.48%
Jun 30, 2025	DENALI ADVISORS LLC	0.2%	542.15K	7.94M	-12.38K	-2.23%
Jun 30, 2025	ARES MANAGEMENT LLC	0.96%	2.57M	37.67M	72.41K	+2.90%
Jun 30, 2025	JPMORGAN CHASE & CO	0.91%	2.42M	35.49M	78.64K	+3.35%
Jun 30, 2025	BLACKROCK, INC.	0.61%	1.64M	23.99M	370.69K	+29.25%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.57%	1.53M	22.42M	-2.67M	-63.57%
Jun 30, 2025	ARNHOLD LLC	0.54%	1.45M	21.21M	0	0
Jun 30, 2025	MUZINICH & CO., INC.	0.46%	1.23M	17.99M	294.34K	+31.52%
Jun 30, 2025	BOSTON PARTNERS	0.43%	1.14M	16.69M	16.85K	+1.50%
Jun 30, 2025	BORDER TO COAST PENSIONS PARTNERSHIP LTD	0.32%	850K	12.45M	50K	+6.25%
Jun 30, 2025	BANK OF MONTREAL /CAN/	0.27%	726.19K	10.64M	493.33K	+211.85%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.21%	565.99K	8.29M	68.01K	+13.66%
Jun 30, 2025	NEUBERGER BERMAN GROUP LLC	0.18%	468.68K	6.87M	-11.41K	-2.38%
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.18%	467.32K	6.85M	-349.82K	-42.81%
Jun 30, 2025	LSV ASSET MANAGEMENT	0.46%	1.22M	17.92M	-13.2K	-1.07%
Jun 30, 2025	SHIKIAR ASSET MANAGEMENT INC	0.17%	443.61K	6.5M	-2.08K	-0.47%
Jun 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.15%	402.46K	5.9M	72.71K	+22.05%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.14%	381.46K	5.59M	459	+0.12%
Jun 30, 2025	PRAIRIEWOOD CAPITAL, LLC	0.13%	341.09K	5M	19.83K	+6.17%
Jun 30, 2025	PATHSTONE HOLDINGS, LLC	0.13%	335.05K	4.91M	-1.24K	-0.37%
Jun 30, 2025	ADVISORS CAPITAL MANAGEMENT, LLC	0.12%	330.63K	4.84M	4.34K	+1.33%
Jun 30, 2025	SRS CAPITAL ADVISORS, INC.	0.12%	325.2K	4.76M	325.2K	+100.00%
Jun 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.11%	290.4K	4.25M	3.58K	+1.25%
Jun 30, 2025	ANCHOR INVESTMENT MANAGEMENT, LLC	0.11%	280.44K	4.11M	1.01K	+0.36%
Jun 30, 2025	NAVITER WEALTH, LLC	0.1%	279.45K	4.09M	42.31K	+17.84%
Jun 30, 2025	NEXT CAPITAL MANAGEMENT LLC	0.1%	279.44K	4.09M	-63.51K	-18.52%
Jun 30, 2025	TRUVESTMENTS CAPITAL LLC	0.1%	273.49K	4.01M	-390	-0.14%
Jun 30, 2025	GREAT WEST LIFE ASSURANCE CO /CAN/	0.1%	265.08K	3.89M	10.42K	+4.09%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.1%	264.43K	3.87B	33.32K	+14.42%
Jun 30, 2025	FIRST NATIONAL TRUST CO	0.1%	264.18K	3.87M	0	0
Jun 30, 2025	CERITY PARTNERS LLC	0.44%	1.18M	17.22M	-316.67K	-21.22%
Jun 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.4%	1.08M	15.83M	158.22K	+17.15%
Jun 30, 2025	HIRTLE CALLAGHAN & CO LLC	0.35%	926.22K	13.57M	81.88K	+9.70%
Jun 30, 2025	LGT CAPITAL PARTNERS LTD.	0.26%	696K	10.2M	-204K	-22.67%
Jun 30, 2025	SCS CAPITAL MANAGEMENT LLC	0.15%	397.2K	5.82M	-25.65K	-6.06%
Jun 30, 2025	M HOLDINGS SECURITIES, INC.	0.14%	369.49K	5.41M	20.9K	+6.00%
Jun 30, 2025	CALLODINE CAPITAL MANAGEMENT, LP	0.2%	521.24K	7.64M	-3.76K	-0.72%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.17%	464.88K	6.81M	4.01K	+0.87%
Jun 30, 2025	TRANQUILITY PARTNERS, LLC	0.13%	351.69K	5.15M	-123	-0.04%
Jun 30, 2025	UBS GROUP AG	0.9%	2.41M	35.29M	1.15M	+90.76%
Jun 30, 2025	STRS OHIO	5.92%	15.79M	231.29M	406.96K	+2.65%
Jun 30, 2025	VAN ECK ASSOCIATES CORP	1.66%	4.44M	65.08M	141.1K	+3.28%
Jun 30, 2025	ALLEN INVESTMENT MANAGEMENT LLC	1.59%	4.24M	62.09M	102.81K	+2.49%
Jun 30, 2025	NORTHEAST FINANCIAL CONSULTANTS INC	1.46%	3.89M	56.95M	-232.95K	-5.65%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	1.36%	3.62M	53.06M	198K	+5.78%
Jun 30, 2025	SOUND INCOME STRATEGIES, LLC	1.24%	3.31M	48.54M	129.81K	+4.08%
Jun 30, 2025	SAGE MOUNTAIN ADVISORS LLC	1.14%	3.03M	44.44M	287.39K	+10.47%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	1.05%	2.81M	41.11M	-1.23M	-30.50%
Jun 30, 2025	MORGAN STANLEY	0.99%	2.63M	38.57M	232.53K	+9.69%
Jun 30, 2025		0.94%	2.51M	36.81M	712.71K	+39.59%
Jun 30, 2025	OMERS ADMINISTRATION CORP	0.88%	2.35M	34.49M	60.68K	+2.65%
Jun 30, 2025	SIGMA INVESTMENT COUNSELORS INC	0.3%	800.92K	11.73M	78.65K	+10.89%
Jun 30, 2025	GRANITE FO LLC	0.19%	504.54K	7.39M	0	0
Jun 30, 2025	LIDO ADVISORS, LLC	0.17%	452.74K	6.63M	182.35K	+67.44%
Jun 30, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.17%	451.19K	6.61M	101.36K	+28.97%
Jun 30, 2025	LPL FINANCIAL LLC	0.16%	422.46K	6.19M	-1.81K	-0.43%
Jun 30, 2025	GENERALI ASSET MANAGEMENT SPA SGR	0.94%	2.51M	36.81M	712.71K	+39.59%
Mar 31, 2025	TCW GROUP INC	0.21%	568.01K	8.6M	0	0
Mar 31, 2025	PARTNERS GROUP HOLDING AG	0.75%	2M	30.29M	180.45K	+9.91%
Mar 31, 2025	OMERS ADMINISTRATION CORP	0.86%	2.29M	34.72M	57.63K	+2.58%
Mar 31, 2025	JPMORGAN CHASE & CO	0.88%	2.34M	35.49M	-41.8K	-1.75%
Mar 31, 2025	CI PRIVATE WEALTH, LLC	1.58%	4.2M	63.6M	-658.83K	-13.56%
Mar 31, 2025	VAN ECK ASSOCIATES CORP	1.61%	4.3M	65.12M	-221.12K	-4.89%
Mar 31, 2025	ATRIA INVESTMENTS, INC	0.16%	424.94K	6.43M	-558.35K	-56.78%
Mar 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.16%	428.72K	6.49M	428.72K	+100.00%
Mar 31, 2025	CALLODINE CAPITAL MANAGEMENT, LP	0.2%	525K	7.95M	0	0
Mar 31, 2025	TWO SIGMA ADVISERS, LP	0.2%	530.3K	8.03M	-44.8K	-7.79%
Mar 31, 2025	SIGMA INVESTMENT COUNSELORS INC	0.27%	722.27K	10.94M	722.27K	+100.00%
Mar 31, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.31%	817.14K	12.37M	31.05K	+3.95%
Mar 31, 2025	MORGAN STANLEY	0.9%	2.4M	36.34M	-2.94K	-0.12%
Mar 31, 2025	LPL FINANCIAL LLC	0.16%	424.27K	6.42M	58.91K	+16.12%
Mar 31, 2025	HIRTLE CALLAGHAN & CO LLC	0.32%	844.35K	12.78M	-63.64K	-7.01%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	1.28%	3.42M	51.84M	1.21M	+54.67%
Mar 31, 2025	BOSTON PARTNERS	0.42%	1.12M	16.66M	183.83K	+19.64%
Mar 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.34%	902.34K	13.66M	347.03K	+62.49%
Mar 31, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.35%	922.33K	13.96M	211.98K	+29.84%
Mar 31, 2025	MUZINICH & CO., INC.	0.35%	933.79K	14.14M	205.42K	+28.20%
Mar 31, 2025	ARES MANAGEMENT LLC	0.94%	2.5M	37.83M	-345.46K	-12.15%
Mar 31, 2025	FRANKLIN RESOURCES INC	0.39%	1.03M	15.66M	340K	+48.95%
Mar 31, 2025	MAI CAPITAL MANAGEMENT	0.52%	1.37M	20.81M	26.33K	+1.95%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	0.57%	1.53M	23.14M	-380.7K	-19.94%
Mar 31, 2025	LINDBROOK CAPITAL, LLC	1.13%	3.02M	45.65M	-25.23K	-0.83%
Mar 31, 2025	SOUND INCOME STRATEGIES, LLC	1.19%	3.18M	48.2M	128.46K	+4.20%
Mar 31, 2025	STRS OHIO	5.77%	15.38M	232.86M	386.5K	+2.58%
Mar 31, 2025	BAILLIE GIFFORD & CO	0.21%	548.32K	8.3M	129.46K	+30.91%
Mar 31, 2025	LSV ASSET MANAGEMENT	0.46%	1.24M	18.72M	-68.8K	-5.27%
Mar 31, 2025	ARNHOLD LLC	0.54%	1.45M	21.92M	35K	+2.48%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	1.52%	4.04M	61.13M	1.18M	+41.51%
Mar 31, 2025	NORTHEAST FINANCIAL CONSULTANTS INC	1.55%	4.12M	62.38M	1.55M	+60.45%
Mar 31, 2025	SCS CAPITAL MANAGEMENT LLC	0.16%	422.85K	6.4M	422.85K	+100.00%
Mar 31, 2025	SHIKIAR ASSET MANAGEMENT INC	0.17%	445.68K	6.75M	-10.05K	-2.21%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.17%	460.87K	6.98M	-39.38K	-7.87%
Mar 31, 2025	NEUBERGER BERMAN GROUP LLC	0.18%	480.08K	7.27M	3.41K	+0.72%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.19%	497.98K	7.54M	3.25K	+0.66%
Mar 31, 2025	GRANITE FO LLC	0.19%	504.54K	7.64M	-29.5K	-5.52%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.26%	697.92K	10.57M	49.66K	+7.66%
Mar 31, 2025	BORDER TO COAST PENSIONS PARTNERSHIP LTD	0.3%	800K	12.11M	-200K	-20.00%
Mar 31, 2025	LGT CAPITAL PARTNERS LTD.	0.34%	900K	13.63M	252K	+38.89%
Mar 31, 2025	UBS GROUP AG	0.47%	1.26M	19.12M	822.68K	+186.92%
Mar 31, 2025	BLACKROCK, INC.	0.48%	1.27M	19.18M	361.91K	+39.98%
Mar 31, 2025	CERITY PARTNERS LLC	0.56%	1.49M	22.59M	-94.63K	-5.96%
Mar 31, 2025		0.68%	1.8M	27.25M	1.8M	+100.00%
Mar 31, 2025	LEGAL & GENERAL GROUP PLC	0.7%	1.86M	28.16M	51.07K	+2.82%
Mar 31, 2025	SAGE MOUNTAIN ADVISORS LLC	1.03%	2.75M	41.58M	236.61K	+9.43%
Mar 31, 2025	ALLEN INVESTMENT MANAGEMENT LLC	1.55%	4.14M	62.61M	441.05K	+11.94%
Mar 31, 2025	ONEASCENT FINANCIAL SERVICES LLC	0.21%	550.36K	8.34M	149.63K	+37.34%
Mar 31, 2025	DENALI ADVISORS LLC	0.21%	554.53K	8.4M	13.52K	+2.50%
Mar 31, 2024	CONDOR CAPITAL MANAGEMENT	0.15%	245.98K	4.09M	14.48K	+6.26%
Mar 31, 2024	PATHSTONE HOLDINGS, LLC	0.15%	249.94K	4.16M	5.32K	+2.17%
Mar 31, 2024	FRANKLIN RESOURCES INC	0.15%	252.8K	4.2M	252.8K	+100.00%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.15%	254.11K	4.23M	45.1K	+21.58%
Mar 31, 2024	TCW GROUP INC	0.16%	264.22K	4.39M	211.33K	+399.54%
Mar 31, 2024	MORGAN STANLEY	1.19%	2.02M	33.59M	672.91K	+49.97%
Mar 31, 2024	ARES MANAGEMENT LLC	1.27%	2.16M	35.88M	331.53K	+18.16%
Mar 31, 2024	NEXT CAPITAL MANAGEMENT LLC	0.16%	264.53K	4.4M	-354.71K	-57.28%
Mar 31, 2024	CREDIT SUISSE AG/	0.19%	324.61K	5.4M	0	0
Mar 31, 2024	CAPTRUST FINANCIAL ADVISORS	0.3%	510.63K	8.49M	316.59K	+163.17%
Mar 31, 2024	MUZINICH & CO., INC.	0.35%	593.82K	8.97M	0	0
Mar 31, 2024	PARTNERS GROUP HOLDING AG	0.35%	599.14K	9.96M	0	0
Mar 31, 2024	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.37%	621.31K	10.33M	38.94K	+6.69%
Mar 31, 2024	BOSTON PARTNERS	0.43%	721.24K	12.13M	721.24K	+100.00%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.45%	755.11K	12.56M	76.42K	+11.26%
Mar 31, 2024	LSV ASSET MANAGEMENT	0.65%	1.11M	18.44M	-95K	-7.89%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.66%	1.12M	18.66M	158.05K	+16.39%
Mar 31, 2024	ARNHOLD LLC	0.77%	1.31M	21.76M	-10K	-0.76%
Mar 31, 2024	ADVISORS CAPITAL MANAGEMENT, LLC	0.19%	329.15K	5.47M	-4.09K	-1.23%
Mar 31, 2024	UBS GROUP AG	0.19%	330.3K	5.49M	-40.89K	-11.02%
Mar 31, 2024	CITIGROUP INC	0.2%	331.18K	5.51M	0	0
Mar 31, 2024	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.2%	331.28K	5.51M	331.28K	+100.00%
Mar 31, 2024	PRAIRIEWOOD CAPITAL, LLC	0.2%	336.72K	5.6M	17.88K	+5.61%
Mar 31, 2024	CIBC PRIVATE WEALTH GROUP, LLC	0.2%	338.57K	5.6M	283	+0.08%
Mar 31, 2024	TRANQUILITY PARTNERS, LLC	0.2%	343.36K	5.71M	4.04K	+1.19%
Mar 31, 2024	NEUBERGER BERMAN GROUP LLC	0.21%	359.04K	5.97M	14.16K	+4.10%
Mar 31, 2024	SHIKIAR ASSET MANAGEMENT INC	0.24%	409.38K	6.81M	67K	+19.57%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.26%	432.71K	7.2M	-172.26K	-28.47%
Mar 31, 2024	CLIFFWATER LLC	0.26%	444.84K	7.23M	-312.24K	-41.24%
Mar 31, 2024	EDGE CAPITAL GROUP, LLC	0.26%	445.11K	7.4M	6.39K	+1.46%
Mar 31, 2024	CITADEL ADVISORS LLC	0.27%	461.42K	7.67M	169.32K	+57.97%
Mar 31, 2024	MCKINLEY CAPITAL MANAGEMENT LLC	0.29%	488.03K	8.12M	12.18K	+2.56%
Mar 31, 2024	TWO SIGMA ADVISERS, LP	0.3%	504.9K	8.4M	-56.4K	-10.05%
Mar 31, 2024	FIRST TRUST ADVISORS LP	0.3%	505.18K	8.4M	154.48K	+44.05%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.81%	1.37M	22.79M	37.46K	+2.81%
Mar 31, 2024	BORDER TO COAST PENSIONS PARTNERSHIP LTD	0.85%	1.44M	23.96M	0	0
Mar 31, 2024	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	0.88%	1.49M	24.7M	0	0
Mar 31, 2024	CERITY PARTNERS LLC	0.98%	1.66M	27.67M	-77.37K	-4.45%
Mar 31, 2024	SAGE MOUNTAIN ADVISORS LLC	1.2%	2.03M	33.74M	-143.65K	-6.61%
Mar 31, 2024	ALLEN INVESTMENT MANAGEMENT LLC	1.24%	2.1M	34.94M	479.34K	+29.56%
Mar 31, 2024	JPMORGAN CHASE & CO	1.53%	2.59M	43.02M	-495.8K	-16.08%
Mar 31, 2024	SOUND INCOME STRATEGIES, LLC	1.57%	2.66M	44.27M	116.37K	+4.57%
Mar 31, 2024	VAN ECK ASSOCIATES CORP	1.69%	2.87M	47.76M	399.23K	+16.14%
Mar 31, 2024	OMERS ADMINISTRATION CORP	1.92%	3.25M	54.11M	92.45K	+2.92%
Mar 31, 2024	LINDBROOK CAPITAL, LLC	2.17%	3.68M	61.25M	-1.01M	-21.53%
Mar 31, 2024	STRS OHIO	3.63%	6.15M	102.32M	-3.15M	-33.86%
Mar 31, 2024	M HOLDINGS SECURITIES, INC.	0.17%	279.94K	4.66M	13.79K	+5.18%
Mar 31, 2024	LPL FINANCIAL LLC	0.17%	292.65K	4.87M	19.06K	+6.97%
Mar 31, 2024	MERIT FINANCIAL GROUP, LLC	0.17%	295.71K	4.99M	295.71K	+100.00%
Mar 31, 2024	CALLODINE CAPITAL MANAGEMENT, LP	0.18%	300K	4.99M	-41.63K	-12.19%
Mar 31, 2024	BAILLIE GIFFORD & CO	0.18%	307.49K	5.11M	83.79K	+37.46%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.45%	758.76K	12.62M	16.53K	+2.23%
Mar 31, 2024	BLACKROCK INC.	0.46%	776.04K	12.91M	47.06K	+6.45%
Mar 31, 2024	NORTHEAST FINANCIAL CONSULTANTS INC	0.49%	835.75K	13.9M	367.19K	+78.36%
Mar 31, 2024	HIRTLE CALLAGHAN & CO LLC	0.51%	867.86K	14.43M	8.22K	+0.96%
Mar 31, 2024	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.12%	201.66K	3.35M	120.31K	+147.90%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.13%	226.64K	3.77M	156.97K	+225.33%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	0.71%	1.2M	18.1M	-347.73K	-22.49%
Dec 31, 2023	LSV ASSET MANAGEMENT	0.71%	1.2M	18.18M	10.56K	+0.88%
Dec 31, 2023	ARNHOLD LLC	0.78%	1.32M	19.9M	-192.61K	-12.75%
Dec 31, 2023	LEGAL & GENERAL GROUP PLC	0.79%	1.33M	20.12M	91.44K	+7.37%
Dec 31, 2023	MORGAN STANLEY	0.79%	1.35M	20.33M	57.49K	+4.46%
Dec 31, 2023	BORDER TO COAST PENSIONS PARTNERSHIP LTD	0.85%	1.44M	21.77M	0	0
Dec 31, 2023	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	0.88%	1.49M	22.43M	-255.77K	-14.69%
Dec 31, 2023	ALLEN INVESTMENT MANAGEMENT LLC	0.96%	1.62M	24.49M	250.68K	+18.28%
Dec 31, 2023	CERITY PARTNERS LLC	1.03%	1.74M	26.28M	1.7M	+4,797.54%
Dec 31, 2023	ARES MANAGEMENT LLC	1.08%	1.83M	27.57M	18.38K	+1.02%
Dec 31, 2023	SAGE MOUNTAIN ADVISORS LLC	1.28%	2.17M	32.81M	106.41K	+5.15%
Dec 31, 2023	VAN ECK ASSOCIATES CORP	1.46%	2.47M	37.34M	197.68K	+8.69%
Dec 31, 2023	SOUND INCOME STRATEGIES, LLC	1.5%	2.55M	38.44M	77.13K	+3.12%
Dec 31, 2023	JPMORGAN CHASE & CO	1.82%	3.08M	46.55M	27.2K	+0.89%
Dec 31, 2023	OMERS ADMINISTRATION CORP	1.86%	3.16M	47.73M	-171.51K	-5.15%
Dec 31, 2023	LINDBROOK CAPITAL, LLC	2.77%	4.69M	70.87M	-301.56K	-6.04%
Dec 31, 2023	STRS OHIO	5.48%	9.3M	140.47M	-1.85M	-16.59%
Dec 31, 2023	M HOLDINGS SECURITIES, INC.	0.16%	266.16K	4.02M	40.13K	+17.75%
Dec 31, 2023	LPL FINANCIAL LLC	0.16%	273.59K	4.13M	20.14K	+7.95%
Dec 31, 2023	CITADEL ADVISORS LLC	0.17%	292.1K	4.41M	122.97K	+72.71%
Dec 31, 2023	PRAIRIEWOOD CAPITAL, LLC	0.19%	318.83K	4.81M	29.82K	+10.32%
Dec 31, 2023	CREDIT SUISSE AG/	0.19%	324.61K	4.9M	-17.96K	-5.24%
Dec 31, 2023	TUDOR INVESTMENT CORP ET AL	0.19%	328.36K	4.96M	159.06K	+93.95%
Dec 31, 2023	CITIGROUP INC	0.2%	331.18K	5M	331.18K	+100.00%
Dec 31, 2023	ADVISORS CAPITAL MANAGEMENT, LLC	0.2%	333.24K	5.03M	-64.41K	-16.20%
Dec 31, 2023	CIBC PRIVATE WEALTH GROUP, LLC	0.2%	338.29K	5.11M	-106.62K	-23.96%
Dec 31, 2023	TRANQUILITY PARTNERS, LLC	0.2%	339.33K	5.12M	-159.49K	-31.97%
Dec 31, 2023	CALLODINE CAPITAL MANAGEMENT, LP	0.2%	341.63K	5.16M	91.63K	+36.65%
Dec 31, 2023	SHIKIAR ASSET MANAGEMENT INC	0.2%	342.38K	5.17M	223.3K	+187.52%
Dec 31, 2023	NEUBERGER BERMAN GROUP LLC	0.2%	344.88K	5.21M	-20.47K	-5.60%
Dec 31, 2023	FIRST TRUST ADVISORS LP	0.21%	350.7K	5.3M	236.73K	+207.72%
Dec 31, 2023	UBS GROUP AG	0.22%	371.19K	5.6M	26.39K	+7.65%
Dec 31, 2023	EDGE CAPITAL GROUP, LLC	0.26%	438.72K	6.62M	10.31K	+2.41%
Dec 31, 2023	COASTAL BRIDGE ADVISORS, LLC	0.26%	448.53K	6.77M	-123.77K	-21.63%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.27%	458.78K	6.93M	68.51K	+17.55%
Dec 31, 2023	NORTHEAST FINANCIAL CONSULTANTS INC	0.28%	468.57K	7.08M	56.77K	+13.79%
Dec 31, 2023	MCKINLEY CAPITAL MANAGEMENT LLC	0.28%	475.85K	7.19M	-1.24K	-0.26%
Dec 31, 2023	TWO SIGMA ADVISERS, LP	0.33%	561.3K	8.48M	-173.2K	-23.58%
Dec 31, 2023	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.34%	582.36K	8.79M	-6.92K	-1.17%
Dec 31, 2023	MUZINICH & CO., INC.	0.35%	593.82K	8.97M	-8.54K	-1.42%
Dec 31, 2023	PARTNERS GROUP HOLDING AG	0.35%	599.14K	9.05M	-17.96K	-2.91%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.36%	604.98K	9.14M	52	+0.01%
Dec 31, 2023	NEXT CAPITAL MANAGEMENT LLC	0.37%	619.24K	9.35M	-343.94K	-35.71%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.4%	678.69K	10.27M	235.3K	+53.07%
Dec 31, 2023	TWO SIGMA INVESTMENTS, LP	0.4%	681.71K	10.29M	-32.25K	-4.52%
Dec 31, 2023	BLACKROCK INC.	0.43%	728.98K	11.01M	19.28K	+2.72%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.44%	742.24K	11.21M	41.27K	+5.89%
Dec 31, 2023	CLIFFWATER LLC	0.45%	757.08K	11.43M	-124.99K	-14.17%
Dec 31, 2023	HIRTLE CALLAGHAN & CO LLC	0.51%	859.64K	12.98M	34.84K	+4.22%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.57%	964.15K	14.56M	400.8K	+71.14%

Insiders

Among the GBDC insiders holding of 6.35% of the stake in company, BAILY JOHN THOMAS, director, holds the largest shares of 55.35K. ROSENBERG ANITA R, director, is the second largest GBDC insider with ownership of 43.18K shares. RIVAL ANITA J., director, stands third with possession of 26.79K shares of that stake.

Insiders	Designation	Shares Held
BAILY JOHN THOMAS	director	55.35K
ROSENBERG ANITA R	director	43.18K
RIVAL ANITA J.	director	26.79K
GOLUB LAWRENCE E	Chairman	0
GOLUB DAVID	Chief Executive Officer	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
May 27, 2025	GOLUB DAVID	SALE	15.13	16.48K	249.35K	0
May 27, 2025	GOLUB LAWRENCE E	SALE	15.13	16.48K	249.35K	0
Sep 06, 2024	GOLUB LAWRENCE E	PURCHASE	14.78	20K	295.6K	2.02M
Sep 06, 2024	GOLUB DAVID	PURCHASE	14.78	20K	295.6K	2.02M
Sep 05, 2024	GOLUB DAVID	PURCHASE	14.91	20K	298.2K	2M
Sep 05, 2024	GOLUB LAWRENCE E	PURCHASE	14.91	20K	298.2K	2M
Sep 04, 2024	GOLUB LAWRENCE E	PURCHASE	14.94	20K	298.8K	1.98M
Sep 04, 2024	GOLUB DAVID	PURCHASE	14.94	20K	298.8K	1.98M
Sep 03, 2024	GOLUB DAVID	PURCHASE	14.91	20K	298.2K	1.96M
Sep 03, 2024	GOLUB LAWRENCE E	PURCHASE	14.91	20K	298.2K	1.96M
Aug 30, 2024	GOLUB LAWRENCE E	PURCHASE	14.86	20K	297.2K	1.94M
Aug 30, 2024	GOLUB DAVID	PURCHASE	14.86	20K	297.2K	1.94M
Aug 29, 2024	GOLUB LAWRENCE E	PURCHASE	15.15	20K	303K	1.92M
Aug 29, 2024	GOLUB DAVID	PURCHASE	15.15	20K	303K	1.92M
Aug 28, 2024	GOLUB LAWRENCE E	PURCHASE	15.04	20K	300.8K	1.9M
Aug 28, 2024	GOLUB DAVID	PURCHASE	15.04	20K	300.8K	1.9M
Aug 27, 2024	GOLUB DAVID	PURCHASE	15.06	20K	301.2K	1.88M
Aug 27, 2024	GOLUB LAWRENCE E	PURCHASE	15.06	20K	301.2K	1.88M
Aug 26, 2024	GOLUB LAWRENCE E	PURCHASE	15.01	20K	300.2K	1.86M
Aug 26, 2024	GOLUB DAVID	PURCHASE	15.01	20K	300.2K	1.86M
Aug 23, 2024	GOLUB DAVID	PURCHASE	15.02	20K	300.4K	1.84M
Aug 23, 2024	GOLUB LAWRENCE E	PURCHASE	15.02	20K	300.4K	1.84M
Aug 22, 2024	GOLUB LAWRENCE E	PURCHASE	15.05	20K	301K	1.82M
Aug 22, 2024	GOLUB DAVID	PURCHASE	15.05	20K	301K	1.82M
Aug 21, 2024	GOLUB LAWRENCE E	PURCHASE	14.96	20K	299.2K	1.8M
Aug 21, 2024	GOLUB DAVID	PURCHASE	14.96	20K	299.2K	1.8M
Aug 20, 2024	GOLUB LAWRENCE E	PURCHASE	14.77	20K	295.4K	1.78M
Aug 20, 2024	GOLUB DAVID	PURCHASE	14.77	20K	295.4K	1.78M
Aug 19, 2024	GOLUB DAVID	PURCHASE	14.70	20K	294K	1.76M
Aug 19, 2024	GOLUB LAWRENCE E	PURCHASE	14.70	20K	294K	1.76M
Aug 16, 2024	GOLUB LAWRENCE E	PURCHASE	14.68	20K	293.6K	1.74M
Aug 16, 2024	GOLUB DAVID	PURCHASE	14.68	20K	293.6K	1.74M
Aug 09, 2024	RIVAL ANITA J.	PURCHASE	14.37	3.5K	50.3K	26.79K
Aug 08, 2024	RIVAL ANITA J.	PURCHASE	14.29	2K	28.58K	23.29K
Jun 11, 2024	GOLUB DAVID	PURCHASE	16.03	88.75K	1.42M	1.36M
Jun 11, 2024	GOLUB LAWRENCE E	PURCHASE	16.03	361.25K	5.79M	1.72M
Jun 07, 2024	GOLUB LAWRENCE E	PURCHASE	16.06	62.27K	1M	1.27M
Jun 07, 2024	GOLUB DAVID	PURCHASE	16.06	62.27K	1M	1.27M
May 25, 2023	RIVAL ANITA J.	PURCHASE	13.02	8K	104.16K	69K
Aug 26, 2022	RIVAL ANITA J.	PURCHASE	13.91	5K	69.55K	61K
Mar 02, 2022	GOLUB LAWRENCE E	SALE	15.72	1.25M	19.65M	1.18M
Mar 02, 2022	GOLUB DAVID	SALE	15.72	1.25M	19.65M	1.18M
Dec 14, 2021	ROSENBERG ANITA R	PURCHASE	14.83	2.18K	32.34K	43.18K
Dec 13, 2021	BAILY JOHN THOMAS	PURCHASE	14.99	1.08K	16.16K	55.35K
Aug 12, 2021	GOLUB DAVID	PURCHASE	15.87	59	936.33	2.43M
Aug 12, 2021	GOLUB LAWRENCE E	PURCHASE	15.87	59	936.33	2.43M
Aug 11, 2021	GOLUB LAWRENCE E	PURCHASE	15.81	5K	79.04K	2.43M
Aug 11, 2021	GOLUB DAVID	PURCHASE	15.81	5K	79.04K	2.43M
Aug 10, 2021	GOLUB DAVID	PURCHASE	15.91	5K	79.54K	2.42M
Aug 10, 2021	GOLUB LAWRENCE E	PURCHASE	15.91	5K	79.54K	2.42M
Aug 09, 2021	GOLUB DAVID	PURCHASE	15.96	5K	79.81K	2.42M
Aug 09, 2021	GOLUB LAWRENCE E	PURCHASE	15.96	5K	79.81K	2.42M
Aug 06, 2021	GOLUB LAWRENCE E	PURCHASE	15.95	5K	79.77K	2.41M
Aug 06, 2021	GOLUB DAVID	PURCHASE	15.95	5K	79.77K	2.41M
Aug 05, 2021	GOLUB LAWRENCE E	PURCHASE	15.86	5K	79.28K	2.41M
Aug 05, 2021	GOLUB DAVID	PURCHASE	15.86	5K	79.28K	2.41M
Aug 04, 2021	GOLUB DAVID	PURCHASE	15.79	5K	78.95K	2.4M
Aug 04, 2021	GOLUB LAWRENCE E	PURCHASE	15.79	5K	78.95K	2.4M
Aug 03, 2021	GOLUB LAWRENCE E	PURCHASE	15.79	5K	78.94K	2.4M
Aug 03, 2021	GOLUB DAVID	PURCHASE	15.79	5K	78.94K	2.4M
Aug 02, 2021	GOLUB LAWRENCE E	PURCHASE	15.87	5K	79.36K	2.39M
Aug 02, 2021	GOLUB DAVID	PURCHASE	15.87	5K	79.36K	2.39M
Jul 30, 2021	GOLUB DAVID	PURCHASE	15.85	5K	79.26K	2.39M
Jul 30, 2021	GOLUB LAWRENCE E	PURCHASE	15.85	5K	79.26K	2.39M
Jul 29, 2021	GOLUB DAVID	PURCHASE	15.97	5K	79.84K	2.38M
Jul 29, 2021	GOLUB LAWRENCE E	PURCHASE	15.96	5K	79.81K	2.38M
Jul 28, 2021	GOLUB DAVID	PURCHASE	15.94	4.14K	66.05K	2.38M
Jul 28, 2021	GOLUB LAWRENCE E	PURCHASE	15.94	4.14K	66.05K	2.38M
Jul 27, 2021	GOLUB DAVID	PURCHASE	15.93	5K	79.67K	2.37M
Jul 27, 2021	GOLUB LAWRENCE E	PURCHASE	15.93	5K	79.67K	2.37M
Jul 26, 2021	GOLUB LAWRENCE E	PURCHASE	15.93	5K	79.66K	2.37M
Jul 26, 2021	GOLUB DAVID	PURCHASE	15.93	5K	79.66K	2.37M
Jul 23, 2021	GOLUB DAVID	PURCHASE	15.99	5K	79.94K	2.36M
Jul 23, 2021	GOLUB LAWRENCE E	PURCHASE	15.99	5K	79.94K	2.36M
Jul 22, 2021	GOLUB DAVID	PURCHASE	15.94	5K	79.68K	2.36M
Jul 22, 2021	GOLUB LAWRENCE E	PURCHASE	15.94	5K	79.68K	2.36M
Jul 21, 2021	GOLUB LAWRENCE E	PURCHASE	15.99	5K	79.95K	2.35M
Jul 21, 2021	GOLUB DAVID	PURCHASE	15.99	5K	79.95K	2.35M
Jul 20, 2021	GOLUB DAVID	PURCHASE	15.87	5K	79.35K	2.35M
Jul 20, 2021	GOLUB LAWRENCE E	PURCHASE	15.87	5K	79.35K	2.35M
Jul 19, 2021	GOLUB LAWRENCE E	PURCHASE	15.59	5K	77.95K	2.34M
Jul 19, 2021	GOLUB DAVID	PURCHASE	15.59	5K	77.95K	2.34M
Jul 16, 2021	GOLUB DAVID	PURCHASE	15.86	5K	79.28K	2.34M
Jul 16, 2021	GOLUB LAWRENCE E	PURCHASE	15.86	5K	79.28K	2.34M
Jul 15, 2021	GOLUB DAVID	PURCHASE	15.99	5K	79.93K	2.33M
Jul 15, 2021	GOLUB LAWRENCE E	PURCHASE	15.99	5K	79.93K	2.33M
Jul 14, 2021	GOLUB LAWRENCE E	PURCHASE	15.93	5K	79.66K	2.33M
Jul 14, 2021	GOLUB DAVID	PURCHASE	15.93	5K	79.66K	2.33M
Jul 13, 2021	GOLUB DAVID	PURCHASE	16.00	5K	80.01K	2.32M
Jul 13, 2021	GOLUB LAWRENCE E	PURCHASE	16.00	5K	80.01K	2.32M
Jul 12, 2021	GOLUB LAWRENCE E	PURCHASE	15.90	5K	79.52K	2.32M
Jul 12, 2021	GOLUB DAVID	PURCHASE	15.90	5K	79.52K	2.32M
Jul 09, 2021	GOLUB LAWRENCE E	PURCHASE	15.77	4.94K	77.97K	2.31M
Jul 09, 2021	GOLUB DAVID	PURCHASE	15.77	4.94K	77.97K	2.31M
Jul 08, 2021	GOLUB DAVID	PURCHASE	15.64	5K	78.18K	2.31M
Jul 08, 2021	GOLUB LAWRENCE E	PURCHASE	15.64	5K	78.18K	2.31M
Jul 07, 2021	GOLUB DAVID	PURCHASE	15.78	5K	78.9K	2.3M
Jul 07, 2021	GOLUB LAWRENCE E	PURCHASE	15.78	5K	78.9K	2.3M
Jul 06, 2021	GOLUB LAWRENCE E	PURCHASE	15.74	5K	78.71K	2.3M
Jul 06, 2021	GOLUB DAVID	PURCHASE	15.74	5K	78.71K	2.3M
Jul 02, 2021	GOLUB DAVID	PURCHASE	15.59	5K	77.94K	2.29M
Jul 02, 2021	GOLUB LAWRENCE E	PURCHASE	15.59	5K	77.94K	2.29M
Jul 01, 2021	GOLUB DAVID	PURCHASE	15.46	5K	77.28K	2.29M
Jul 01, 2021	GOLUB LAWRENCE E	PURCHASE	15.46	5K	77.28K	2.29M
Jun 30, 2021	GOLUB DAVID	PURCHASE	15.44	5K	77.21K	2.28M
Jun 30, 2021	GOLUB LAWRENCE E	PURCHASE	15.44	5K	77.21K	2.28M
Jun 29, 2021	GOLUB DAVID	PURCHASE	15.55	5K	77.74K	2.28M
Jun 29, 2021	GOLUB LAWRENCE E	PURCHASE	15.55	5K	77.74K	2.28M
Jun 28, 2021	GOLUB DAVID	PURCHASE	15.58	5K	77.9K	2.27M
Jun 28, 2021	GOLUB LAWRENCE E	PURCHASE	15.58	5K	77.9K	2.27M
Jun 25, 2021	GOLUB LAWRENCE E	PURCHASE	15.60	5K	77.98K	2.27M
Jun 25, 2021	GOLUB DAVID	PURCHASE	15.60	5K	77.98K	2.27M
Jun 24, 2021	GOLUB LAWRENCE E	PURCHASE	15.63	5K	78.15K	2.26M
Jun 24, 2021	GOLUB DAVID	PURCHASE	15.63	5K	78.15K	2.26M
Jun 23, 2021	GOLUB DAVID	PURCHASE	15.57	5K	77.85K	2.26M
Jun 23, 2021	GOLUB LAWRENCE E	PURCHASE	15.57	5K	77.85K	2.26M
Jun 22, 2021	GOLUB DAVID	PURCHASE	15.57	5K	77.84K	2.25M
Jun 22, 2021	GOLUB LAWRENCE E	PURCHASE	15.57	5K	77.84K	2.25M
Jun 21, 2021	GOLUB LAWRENCE E	PURCHASE	15.40	5K	77K	2.25M
Jun 21, 2021	GOLUB DAVID	PURCHASE	15.40	5K	77K	2.25M
Jun 18, 2021	GOLUB DAVID	PURCHASE	15.35	5K	76.75K	2.24M
Jun 18, 2021	GOLUB LAWRENCE E	PURCHASE	15.35	5K	76.75K	2.24M
Jun 17, 2021	GOLUB DAVID	PURCHASE	15.58	5K	77.88K	2.24M
Jun 17, 2021	GOLUB LAWRENCE E	PURCHASE	15.58	5K	77.88K	2.24M
Jun 16, 2021	GOLUB DAVID	PURCHASE	15.67	5K	78.36K	2.23M
Jun 16, 2021	GOLUB LAWRENCE E	PURCHASE	15.67	5K	78.36K	2.23M
Jun 15, 2021	GOLUB DAVID	PURCHASE	15.66	5K	78.28K	2.22M
Jun 15, 2021	GOLUB LAWRENCE E	PURCHASE	15.52	5K	77.58K	2.23M
Jun 14, 2021	GOLUB LAWRENCE E	PURCHASE	15.66	5K	78.28K	2.22M
Jun 11, 2021	GOLUB LAWRENCE E	PURCHASE	16.03	88.75K	1.42M	1.36M
Jun 11, 2021	GOLUB DAVID	PURCHASE	15.54	5K	77.69K	2.22M
Jun 10, 2021	GOLUB LAWRENCE E	PURCHASE	15.54	5K	77.68K	2.21M
Jun 10, 2021	GOLUB DAVID	PURCHASE	15.54	5K	77.68K	2.21M
Jun 09, 2021	GOLUB LAWRENCE E	PURCHASE	15.91	5K	79.57K	2.21M

Frequently Asked Questions