Funds holding GCM Grosvenor Inc
ISIN US36831E1082 · United States
- Fund holders
- 163
- Of which ETFs
- 28 135 other funds
- Value held
- 308.7M $
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Columbia Acorn Fund COLUMBIA ACORN TRUST | 4,498,825 | 55.3M $ | 2.00 % | as of Jun 30, 2026 ↗ |
| BARON SMALL CAP FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 2,200,000 | 27.1M $ | 0.95 % | as of Jun 30, 2026 ↗ |
| Ariel Fund Ariel Investment Trust | 2,070,647 | 25.5M $ | 0.88 % | as of Jun 30, 2026 ↗ |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,836,495 | 22.6M $ | 0.00 % | as of Jun 30, 2026 ↗ |
| iShares Russell 2000 ETF iShares Trust | 1,605,205 | 19.7M $ | 0.02 % | as of Jun 30, 2026 ↗ |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 1,314,330 | 16.2M $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Columbia Variable Portfolio - Acorn Fund COLUMBIA FUNDS VARIABLE SERIES TRUST | 860,649 | 10.6M $ | 1.97 % | as of Jun 30, 2026 ↗ |
| Royce Small-Cap Fund ROYCE FUND | 854,408 | 10.5M $ | 0.49 % | as of Jun 30, 2026 ↗ |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 833,371 | 10.3M $ | 0.02 % | as of Jun 30, 2026 ↗ |
| MFS New Discovery Fund MFS SERIES TRUST I | 751,633 | 8M $ | 0.37 % | as of May 31, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 697,026 | 8.6M $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 641,332 | 8M $ | 0.02 % | as of Jul 31, 2026 ↗ |
| iShares Russell 2000 Growth ETF iShares Trust | 512,666 | 6.3M $ | 0.04 % | as of Jun 30, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 327,231 | 3.5M $ | 0.01 % | as of May 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 315,359 | 3.4M $ | 0.02 % | as of May 31, 2026 ↗ |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 297,425 | 3.2M $ | 0.01 % | as of May 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) Capital Markets ETF SPDR SERIES TRUST | 280,800 | 3.5M $ | 0.82 % | as of Jun 30, 2026 ↗ |
| MFS New Discovery Series MFS VARIABLE INSURANCE TRUST | 274,628 | 3.4M $ | 0.41 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs Small Cap Equity Insights Fund Goldman Sachs Trust | 256,815 | 3.2M $ | 0.32 % | as of Jul 31, 2026 ↗ |
| VictoryShares US Small Cap High Div Volatility Wtd ETF Victory Portfolios II | 214,255 | 2.6M $ | 1.02 % | as of Jun 30, 2026 ↗ |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 201,820 | 2.5M $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 199,317 | 2.5M $ | 0.02 % | as of Jul 31, 2026 ↗ |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 190,503 | 2.4M $ | 0.01 % | as of Jul 31, 2026 ↗ |
| North Star Micro Cap Fund NORTHERN LIGHTS FUND TRUST II | 168,000 | 1.8M $ | 0.97 % | as of May 31, 2026 ↗ |
| MFS Blended Research Small Cap Equity Fund MFS SERIES TRUST X | 164,858 | 1.8M $ | 0.54 % | as of May 31, 2026 ↗ |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 152,552 | 1.9M $ | 0.02 % | as of Jul 31, 2026 ↗ |
| William Blair Small Cap Growth Fund WILLIAM BLAIR FUNDS | 149,259 | 1.8M $ | 0.15 % | as of Jun 30, 2026 ↗ |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 142,716 | 1.8M $ | 0.02 % | as of Jul 31, 2026 ↗ |
| PGIM Jennison Blend Fund Prudential Jennison Blend Fund, Inc. | 122,351 | 1.3M $ | 0.11 % | as of May 29, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 114,740 | 1.2M $ | 0.00 % | as of May 31, 2026 ↗ |
| Master Small Cap Index Series Quantitative Master Series LLC | 113,534 | 1.4M $ | 0.02 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs Small Cap Growth Insights Fund Goldman Sachs Trust | 106,685 | 1.3M $ | 0.41 % | as of Jul 31, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 95,777 | 1M $ | 0.00 % | as of May 31, 2026 ↗ |
| Buffalo Early Stage Growth Fund Buffalo Funds | 93,552 | 1.2M $ | 1.52 % | as of Jun 30, 2026 ↗ |
| BlackRock Advantage Small Cap Growth Fund BlackRock Funds | 93,418 | 1.1M $ | 0.14 % | as of Jun 30, 2026 ↗ |
| SMALL CAP EQUITY FUND GuideStone Funds | 90,984 | 1.1M $ | 0.11 % | as of Jun 30, 2026 ↗ |
| Small Cap Dividend Fund American Century Capital Portfolios, Inc. | 88,405 | 1.1M $ | 1.00 % | as of Jun 30, 2026 ↗ |
| North Star Dividend Fund NORTHERN LIGHTS FUND TRUST II | 88,000 | 935.4K $ | 0.96 % | as of May 31, 2026 ↗ |
| Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO | 87,725 | 1.1M $ | 0.05 % | as of Jul 31, 2026 ↗ |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 86,702 | 921.6K $ | 0.01 % | as of May 31, 2026 ↗ |
| NORTH SQUARE DYNAMIC SMALL CAP FUND Exchange Place Advisors Trust | 81,081 | 861.9K $ | 0.11 % | as of May 31, 2026 ↗ |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 81,072 | 997.2K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | 80,533 | 990.6K $ | 0.05 % | as of Jun 30, 2026 ↗ |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | 80,397 | 988.9K $ | 0.14 % | as of Jun 30, 2026 ↗ |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 78,681 | 981.9K $ | 0.02 % | as of Jul 31, 2026 ↗ |
| Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Goldman Sachs Variable Insurance Trust | 74,145 | 912K $ | 0.39 % | as of Jun 30, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 68,747 | 858K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| NVIT GS Small Cap Equity Insights Fund Nationwide Variable Insurance Trust | 68,261 | 839.6K $ | 0.39 % | as of Jun 30, 2026 ↗ |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 68,249 | 839.5K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| iShares Russell 2000 Value ETF iShares Trust | 67,191 | 826.4K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust | 61,718 | 770.2K $ | 0.06 % | as of Jul 31, 2026 ↗ |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 55,779 | 696.1K $ | 0.03 % | as of Jul 31, 2026 ↗ |
| State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST | 54,806 | 674.1K $ | 0.26 % | as of Jun 30, 2026 ↗ |
| VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 51,225 | 544.5K $ | 0.03 % | as of May 31, 2026 ↗ |
| Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 51,141 | 629K $ | 0.04 % | as of Jun 30, 2026 ↗ |
| Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | 48,061 | 591.2K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| Barrons 400 ETF ALPS ETF TRUST | 47,569 | 505.7K $ | 0.24 % | as of May 31, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 43,912 | 548K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| MFS Blended Research Small Cap Equity Portfolio MFS VARIABLE INSURANCE TRUST III | 41,541 | 511K $ | 0.59 % | as of Jun 30, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 40,168 | 427K $ | 0.00 % | as of May 31, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 39,668 | 495.1K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 39,400 | 484.6K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| WisdomTree U.S. High Dividend Fund WisdomTree Trust | 38,469 | 473.2K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 35,446 | 436K $ | 0.06 % | as of Jun 30, 2026 ↗ |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 35,439 | 376.7K $ | 0.01 % | as of May 31, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 32,916 | 410.8K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 32,476 | 345.2K $ | 0.00 % | as of May 31, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 32,024 | 393.9K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Diversified Equity Alpha Master Portfolio Master Investment Portfolio | 31,396 | 386.2K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 31,304 | 385K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| North Star Small Cap Value Fund NORTHERN LIGHTS FUND TRUST II | 31,000 | 329.5K $ | 0.97 % | as of May 31, 2026 ↗ |
| Small Cap Index Fund Northern Funds | 30,660 | 377.1K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 28,298 | 353.2K $ | 0.02 % | as of Jul 31, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 25,919 | 318.8K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Small Cap Index Fund VALIC Co I | 25,377 | 269.8K $ | 0.02 % | as of May 31, 2026 ↗ |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 24,228 | 302.4K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Nuveen Equity Index Fund TIAA-CREF Funds | 24,069 | 300.4K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 22,383 | 279.3K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 22,180 | 272.8K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 20,200 | 248.5K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 19,826 | 243.9K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| AVIP BlackRock Advantage Small Cap Growth Portfolio AuguStar Variable Insurance Products Fund Inc | 19,085 | 234.7K $ | 0.17 % | as of Jun 30, 2026 ↗ |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 18,729 | 230.4K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 17,968 | 221K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 16,931 | 211.3K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 16,460 | 202.5K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 13,738 | 169K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| iShares Russell 3000 ETF iShares Trust | 13,071 | 160.8K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 12,342 | 151.8K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs Innovate Equity ETF Goldman Sachs ETF Trust | 11,972 | 127.3K $ | 0.06 % | as of May 31, 2026 ↗ |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 11,865 | 148.1K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 11,061 | 138K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 10,684 | 133.3K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 10,201 | 125.5K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 10,100 | 107.4K $ | 0.01 % | as of May 31, 2026 ↗ |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 10,094 | 124.2K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 9,357 | 99.5K $ | 0.04 % | as of May 31, 2026 ↗ |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 9,294 | 114.3K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 9,068 | 113.2K $ | 0.03 % | as of Jul 31, 2026 ↗ |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 8,928 | 109.8K $ | 0.02 % | as of Jun 30, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Columbia Acorn Fund COLUMBIA ACORN TRUST | 2.00 % | as of Jun 30, 2026 ↗ |
| Columbia Variable Portfolio - Acorn Fund COLUMBIA FUNDS VARIABLE SERIES TRUST | 1.97 % | as of Jun 30, 2026 ↗ |
| Buffalo Early Stage Growth Fund Buffalo Funds | 1.52 % | as of Jun 30, 2026 ↗ |
| VictoryShares US Small Cap High Div Volatility Wtd ETF Victory Portfolios II | 1.02 % | as of Jun 30, 2026 ↗ |
| Small Cap Dividend Fund American Century Capital Portfolios, Inc. | 1.00 % | as of Jun 30, 2026 ↗ |
| North Star Micro Cap Fund NORTHERN LIGHTS FUND TRUST II | 0.97 % | as of May 31, 2026 ↗ |
| North Star Small Cap Value Fund NORTHERN LIGHTS FUND TRUST II | 0.97 % | as of May 31, 2026 ↗ |
| North Star Dividend Fund NORTHERN LIGHTS FUND TRUST II | 0.96 % | as of May 31, 2026 ↗ |
| BARON SMALL CAP FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 0.95 % | as of Jun 30, 2026 ↗ |
| Ariel Fund Ariel Investment Trust | 0.88 % | as of Jun 30, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 163 | +6 | 25,462,247 | +2.0 % |
| 2026Q2 | 157 | +2 | 24,973,312 | +5.9 % |
| 2026Q1 | 155 | +2 | 23,590,407 | +1.4 % |
| 2025Q4 | 153 | -2 | 23,265,074 | -2.3 % |
| 2025Q3 | 155 | -1 | 23,805,586 | -10.4 % |
| 2025Q2 | 156 | +18 | 26,580,065 | +0.7 % |
| 2025Q1 | 138 | +7 | 26,400,716 | +3.3 % |
| 2024Q4 | 131 | +10 | 25,553,807 | +9.4 % |
| 2024Q3 | 121 | -2 | 23,367,043 | +0.3 % |
| 2024Q2 | 123 | +1 | 23,289,494 | +3.3 % |
| 2024Q1 | 122 | -2 | 22,545,502 | +7.0 % |
| 2023Q4 | 124 | 21,062,666 |
Institutional managers
146 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| CANTOR FITZGERALD, L. P. | 6,451,535 | 63.2M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 5,276,828 | 51.7M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 4,512,314 | 44.2M $ | as of Mar 31, 2026 |
| ARIEL INVESTMENTS, LLC | 4,396,403 | 43.1M $ | as of Mar 31, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | 3,752,965 | 36.8M $ | as of Mar 31, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,656,204 | 26M $ | as of Mar 31, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2,626,751 | 25.7M $ | as of Mar 31, 2026 |
| BAMCO INC /NY/ | 2,200,349 | 21.6M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 1,790,613 | 17.5M $ | as of Mar 31, 2026 |
| ROYCE & ASSOCIATES LP | 1,781,427 | 17.5M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 1,644,596 | 16.1M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 1,613,042 | 15.8M $ | as of Mar 31, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1,510,473 | 14.8M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 1,508,394 | 14.8M $ | as of Mar 31, 2026 |
| Qube Research & Technologies Ltd | 926,139 | 9.1M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 912,758 | 8.9M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 823,520 | 8.1M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 663,013 | 6.5M $ | as of Mar 31, 2026 |
| North Reef Capital Management LP | 630,179 | 6.2M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 513,256 | 5M $ | as of Mar 31, 2026 |
| Nuveen, LLC | 493,848 | 4.8M $ | as of Mar 31, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 459,360 | 4.5M $ | as of Mar 31, 2026 |
| Trexquant Investment LP | 456,464 | 4.5M $ | as of Mar 31, 2026 |
| VANGUARD FIDUCIARY TRUST CO | 425,273 | 4.2M $ | as of Mar 31, 2026 |
| MARSHALL WACE, LLP | 406,504 | 4M $ | as of Mar 31, 2026 |
Declared shareholders of GCM Grosvenor Inc
There are 2 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Michael Jay Sacks and 5 others | 69.90 % | 141,672,819 | as of Jun 30, 2026 · SCHEDULE 13G |
| Vanguard Capital Management | 4.93 % | 2,982,847 | as of Jun 30, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Funds holding GCM Grosvenor Inc". https://titelia.com/en/stocks/gcm-grosvenor-inc-US36831E1082