Vault-13

GOLUB CAP BDC INC GBDC

COM · Common Stock · CUSIP 38173M102 · ISIN US38173M1027

347 institutional holders -8 vs Q4 2025
118,021,041118.0m shares reported held*
45.3% of all shares outstanding*
$1.5bnreported value*
48 new 126 added 112 reduced 56 sold out net sold ≈ $16.2m (-1.3m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($2.7m this quarter). Holder counts are more reliable. Shares outstanding: 260.5m as of 2026-05-04, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $12.77. Options: 4 managers hold calls ($2.0m notional), 7 hold puts ($2.3m).

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 231Q4 22: 252Q1 23: 228Q2 23: 244Q3 23: 251Q4 23: 261Q1 24: 253Q2 24: 296Q3 24: 287Q4 24: 329Q1 25: 340Q2 25: 322Q3 25: 332Q4 25: 355Q1 26: 347347Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 2022231
Q4 2022252
Q1 2023228
Q2 2023244
Q3 2023251
Q4 2023261
Q1 2024253
Q2 2024296
Q3 2024287
Q4 2024329
Q1 2025340
Q2 2025322
Q3 2025332
Q4 2025355
Q1 2026347

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q2 24: 190 bought or addedQ2 24: 73 cut or sold outQ3 24: 165 bought or addedQ3 24: 115 cut or sold outQ3 24Q4 24: 174 bought or addedQ4 24: 104 cut or sold outQ1 25: 197 bought or addedQ1 25: 119 cut or sold outQ1 25Q2 25: 159 bought or addedQ2 25: 148 cut or sold outQ3 25: 173 bought or addedQ3 25: 123 cut or sold outQ3 25Q4 25: 162 bought or addedQ4 25: 167 cut or sold outQ1 26: 174 bought or addedQ1 26: 168 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 202419073
Q3 2024165115
Q4 2024174104
Q1 2025197119
Q2 2025159148
Q3 2025173123
Q4 2025162167
Q1 2026174168

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$1m$2m$3mQ2 25 calls: $2.5mQ2 25 puts: $236.9kQ2 25P/C 0.09Q3 25 calls: $1.5mQ3 25 puts: $83.7kQ3 25P/C 0.06Q4 25 calls: $793.8kQ4 25 puts: $169.6kQ4 25P/C 0.21Q1 26 calls: $2.0mQ1 26 puts: $2.3mQ1 26P/C 1.16
Numbers
QuarterCallsPutsP/C
Q2 2025$2.5m$236.9k0.09
Q3 2025$1.5m$83.7k0.06
Q4 2025$793.8k$169.6k0.21
Q1 2026$2.0m$2.3m1.16

Biggest buyers

HighTower Advisors, LLC Added +4,748,315+4.7m
UBS Group AG Added +1,192,616+1.2m
BROWN BROTHERS HARRIMAN & CO New +942,550+942.5k
Russell Investments Group, Ltd. Added +922,242+922.2k
Coastal Bridge Advisors, LLC Added +794,222+794.2k
D. E. Shaw & Co., Inc. Added +665,878+665.9k
FRANKLIN RESOURCES INC Added +543,217+543.2k
OMERS ADMINISTRATION Corp Added +540,498+540.5k
Rockefeller Capital Management L.P. Added +491,866+491.9k
STRS OHIO Added +435,772+435.8k

Biggest sellers

Corient Private Wealth LP Reduced -5,907,372-5.9m
RIVERNORTH CAPITAL MANAGEMENT, LLC Sold out -1,714,828-1.7m
MORGAN STANLEY Reduced -1,071,329-1.1m
BlackRock, Inc. Reduced -798,273-798.3k
Allen Investment Management, LLC Reduced -703,990-704.0k
Boston Partners Reduced -415,844-415.8k
VAN ECK ASSOCIATES CORP Reduced -412,323-412.3k
JPMORGAN CHASE & CO Reduced -401,066-401.1k
Closed-End Fund Advisors, Inc. Reduced -377,914-377.9k
RAYMOND JAMES FINANCIAL INC Reduced -356,600-356.6k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $1.6m122.5k shares
CITADEL ADVISORS LLC Reduced $324.1k25.6k shares
GROUP ONE TRADING LLC Reduced $49.4k3.9k shares
SIMPLEX TRADING, LLC Reduced $29.1k2.3k shares

Biggest puts

CITIGROUP INC New $917.9k72.5k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP New $346.9k27.4k shares
IMC-Chicago, LLC New $346.9k27.4k shares
SYMMETRY PEAK MANAGEMENT LLC New $316.5k25.0k shares
MARINER INVESTMENT GROUP LLC New $130.0k200.0k shares
CenterStar Asset Management, LLC New $126.6k10.0k shares
SIMPLEX TRADING, LLC Reduced $88.6k7.0k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
STRS OHIO 13G · institution +0.6 pts · filed 2026-01-13 6.3% +0.6 pts 16.7m≈ $215.2m 2026-01-13

Insider purchases and sales in Q1 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
404Q2 24: 2 buyingQ2 24: 0 sellingQ3 24: 3 buyingQ3 24: 0 sellingQ3 24Q4 24: 0 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25Q2 25: 2 buyingQ2 25: 2 sellingQ3 25: 0 buyingQ3 25: 0 sellingQ3 25Q4 25: 0 buyingQ4 25: 0 sellingQ1 26: 0 buyingQ1 26: 0 sellingQ1 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q2 20242$8.2m0——
Q3 20243$4.5m0——
Q4 20240—0——
Q1 20250—0——
Q2 20252$91.7m2$91.7m—
Q3 20250—0——
Q4 20250—0——
Q1 20260—0——

None reported in Q1 2026.

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 STRS OHIO 0.86% of their portfolio COLUMBUS, OH 17,140,53217.1m $217.0m $217.0m 0.86% Added +435.8k +435,772
2 HighTower Advisors, LLC 0.09% of their portfolio CHICAGO, IL 7,046,6457.0m $89.2m $89.2m 0.09% Added +4.7m +4,748,315
3 Corient Private Wealth LP 0.08% of their portfolio MIAMI, FL 4,527,7804.5m $56.6m $56.6m 0.08% Reduced -5.9m -5,907,372
4 VAN ECK ASSOCIATES CORP 0.04% of their portfolio NEW YORK, NY 4,244,0264.2m $53.7m $53.7m 0.04% Reduced -412.3k -412,323
5 UBS Group AG 0.01% of their portfolio ZURICH, V8 4,057,3674.1m $51.4m $51.4m 0.01% Added +1.2m +1,192,616
6 Sage Mountain Advisors LLC 3.33% of their portfolio ATLANTA, GA 3,756,2713.8m $47.6m $47.6m 3.33% Added +395.3k +395,339
7 Sound Income Strategies, LLC 2.26% of their portfolio FT LAUDERDALE, FL 3,750,5333.8m $46.9m $46.9m 2.26% Added +147.7k +147,734
8 OMERS ADMINISTRATION Corp 0.29% of their portfolio TORONTO, A6 3,559,6463.6m $45.1m $45.1m 0.29% Added +540.5k +540,498
9 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 3,516,2463.5m $44.5m $44.5m 0.00% Reduced -401.1k -401,066
10 Allen Investment Management, LLC 0.53% of their portfolio NEW YORK, NY 3,365,9003.4m $42.6m $42.6m 0.53% Reduced -704.0k -703,990
11 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 3,269,9173.3m $41.4m $41.4m 0.00% Reduced -245.6k -245,629
12 ARES MANAGEMENT LLC 2.55% of their portfolio LOS ANGELES, CA 3,058,3563.1m $38.7m $38.7m 2.55% Added +322.1k +322,146
13 Rockefeller Capital Management L.P. 0.06% of their portfolio NEW YORK, NY 2,802,8682.8m $35.5m $35.5m 0.06% Added +491.9k +491,866
14 Generali Asset Management SPA SGR 0.69% of their portfolio TRIESTE, L6 2,630,7392.6m $33.3m $33.3m 0.69% Unchanged
15 Lalia Capital, LLC 20.33% of their portfolio NEW YORK, NY 2,541,9262.5m $32.2m $32.2m 20.33% Added +62.7k +62,747
16 Legal & General Group Plc 0.01% of their portfolio London, X0 2,238,6592.2m $28.4m $28.4m 0.01% Added +175.8k +175,808
17 Muzinich & Co., Inc. 8.79% of their portfolio NEW YORK, NY 1,985,4882.0m $25.1m $25.1m 8.79% Added +26.2k +26,216
18 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,977,3462.0m $25.0m $25.0m 0.00% Reduced -1.1m -1,071,329
19 Arnhold LLC 1.43% of their portfolio New York, NY 1,537,0891.5m $19.5m $19.5m 1.43% Added +67.0k +67,000
20 Sumitomo Mitsui Trust Group, Inc. 0.01% of their portfolio CHIYODA-KU, TOKYO, M0 1,514,5441.5m $19.2m $19.2m 0.01% Unchanged
21 Coastal Bridge Advisors, LLC 1.16% of their portfolio WESTPORT, CT 1,292,4041.3m $16.4m $16.4m 1.16% Added +794.2k +794,222
22 Russell Investments Group, Ltd. 0.02% of their portfolio Seattle, WA 1,282,8181.3m $16.2m $16.2m 0.02% Added +922.2k +922,242
23 MAI Capital Management 0.09% of their portfolio INDEPENDENCE, OH 1,220,7381.2m $15.5m $15.5m 0.09% Reduced -143.2k -143,206
24 BlackRock, Inc. 0.00% of their portfolio New York, NY 1,193,8241.2m $15.1m $15.1m 0.00% Reduced -798.3k -798,273
25 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 1,147,3871.1m $14.5m $14.5m 0.00% Added +543.2k +543,217
26 BANK OF MONTREAL /CAN/ 0.01% of their portfolio TORONTO, A6 1,056,4921.1m $13.4m $13.4m 0.01% Unchanged
27 Hirtle & Co., LLC 0.44% of their portfolio WEST CONSHOHOCKEN, PA 1,016,6791.0m $12.9m $12.9m 0.44% Added +9.4k +9,437
28 D. E. Shaw & Co., Inc. 0.01% of their portfolio New York, NY 953,212953.2k $12.1m $12.1m 0.01% Added +665.9k +665,878
29 BROWN BROTHERS HARRIMAN & CO 0.06% of their portfolio NEW YORK, NY 942,550942.5k $11.9m $11.9m 0.06% New
30 SIGMA INVESTMENT COUNSELORS INC 0.63% of their portfolio NORTHVILLE, MI 936,373936.4k $11.9m $11.9m 0.63% Added +47.2k +47,189
31 Cerity Partners LLC 0.02% of their portfolio NEW YORK, NY 857,449857.4k $10.9m $10.9m 0.02% Added +10.1k +10,112
32 LSV ASSET MANAGEMENT 0.02% of their portfolio CHICAGO, IL 845,900845.9k $10.7m $10.7m 0.02% Reduced -183.1k -183,100
33 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 743,706743.7k $9.4m $9.4m 0.00% Added +328.8k +328,814
34 Boston Partners 0.01% of their portfolio BOSTON, MA 662,847662.8k $8.4m $8.4m 0.01% Reduced -415.8k -415,844
35 Border to Coast Pensions Partnership Ltd 0.13% of their portfolio LEEDS, X0 625,000625.0k $7.9m $7.9m 0.13% Reduced -175.0k -175,000
36 Next Capital Management LLC 2.17% of their portfolio NEW YORK, NY 567,205567.2k $7.2m $7.2m 2.17% Added +323.0k +322,992
37 Prairiewood Capital, LLC 1.91% of their portfolio FARGO, ND 521,431521.4k $6.6m $6.6m 1.91% Added +64.7k +64,703
38 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 500,506500.5k $6.3m $6.3m 0.01% Reduced -16.3k -16,298
39 Lido Advisors, LLC 0.02% of their portfolio Los Angeles, CA 491,880491.9k $6.2m $6.2m 0.02% Reduced -68.2k -68,185
40 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 479,099479.1k $6.1m $6.1m 0.00% Reduced -66.2k -66,179
41 North Ground Capital 7.30% of their portfolio Cohasset, MA 478,894478.9k $6.1m $6.1m 7.30% Added +152.8k +152,788
42 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 476,692476.7k $6.0m $6.0m 0.01% Reduced -185.2k -185,176
43 Arax Advisory Partners 0.15% of their portfolio NEW YORK, NY 431,251431.3k $5.5m $5.5m 0.15% Added +20.0k +20,000
44 Pathstone Holdings, LLC 0.02% of their portfolio ENGLEWOOD, NJ 428,575428.6k $5.4m $5.4m 0.02% Reduced -226.3k -226,331
45 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 421,704421.7k $5.3m $5.3m 0.00% Reduced -356.6k -356,600
46 CONDOR CAPITAL MANAGEMENT 0.44% of their portfolio MARTINSVILLE, NJ 418,968419.0k $5.3m $5.3m 0.44% Added +45.1k +45,150
47 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 409,035409.0k $5.2m $5.2m 0.01% Added +1.0k +1,031
48 Advisors Capital Management, LLC 0.06% of their portfolio RIDGEWOOD, NJ 390,846390.8k $4.9m $4.9m 0.06% Added +20.1k +20,077
49 Advisors Asset Management, Inc. 0.08% of their portfolio Monument, CO 379,086379.1k $4.8m $4.8m 0.08% Added +23.9k +23,948
50 Granite FO LLC 2.82% of their portfolio BEDFORD, NH 376,295376.3k $4.8m $4.8m 2.82% Reduced -24.2k -24,210
51 Wealthspire Advisors, LLC 0.04% of their portfolio NEW YORK, NY 375,135375.1k $4.7m $4.7m 0.04% Added +356.3k +356,348
52 Waterloo Capital, L.P. 0.33% of their portfolio AUSTIN, TX 370,410370.4k $4.7m $4.7m 0.33% Added +219.4k +219,379
53 MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio DENVER, CO 366,730366.7k $4.6m $4.6m 0.01% Added +117.4k +117,370
54 NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio NEW YORK, NY 365,433365.4k $4.6m $4.6m 0.00% Reduced -6.9k -6,888
55 DENALI ADVISORS LLC 0.51% of their portfolio SAN DIEGO, CA 365,282365.3k $4.6m $4.6m 0.51% Reduced -7.3k -7,338
56 Tranquility Partners, LLC 1.73% of their portfolio Brentwood, TN 362,806362.8k $4.6m $4.6m 1.73% Added +9.3k +9,312
57 CASTLEKEEP INVESTMENT ADVISORS LLC 2.38% of their portfolio WESTPORT, CT 346,673346.7k $4.4m $4.4m 2.38% Added +11.5k +11,512
58 BROWN ADVISORY INC 0.01% of their portfolio BALTIMORE, MD 345,754345.8k $4.4m $4.4m 0.01% Reduced -1.8k -1,836
59 CONFLUENCE INVESTMENT MANAGEMENT LLC 0.06% of their portfolio ST. LOUIS, MO 326,878326.9k $4.1m $4.1m 0.06% Reduced -19.0k -19,027
60 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 320,810320.8k $4.1m $4.1m 0.00% Reduced -3.0k -3,045
61 Hennion & Walsh Asset Management, Inc. 0.13% of their portfolio Parsippany, NJ 316,706316.7k $4.0m $4.0m 0.13% Reduced -55.1k -55,108
62 D.A. DAVIDSON & CO. 0.02% of their portfolio GREAT FALLS, MT 314,297314.3k $4.0m $4.0m 0.02% Added +13.7k +13,717
63 &PARTNERS 0.02% of their portfolio NASHVILLE, TN 309,735309.7k $3.9m $3.9m 0.02% Reduced -12.3k -12,297
64 Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% of their portfolio FRANKFURT AM MAIN, 2M 304,911304.9k $3.9m $3.9m 0.01% Added +3.8k +3,799
65 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 304,413304.4k $3.9m $3.9m 0.00% Reduced -147.1k -147,099
66 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 302,063302.1k $3.8m $3.8m 0.00% Added +134.4k +134,390
67 CANADA LIFE ASSURANCE Co 0.01% of their portfolio WINNIPEG, A2 287,721287.7k $3.7m $3.7m 0.01% Reduced -57.9k -57,912
68 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 282,794282.8k $3.6m $3.6m 0.00% Added +23.0k +22,966
69 Robertson Stephens Wealth Management, LLC 0.10% of their portfolio San Francisco, CA 275,987276.0k $3.5m $3.5m 0.10% Added +4.7k +4,697
70 First National Trust Co 0.11% of their portfolio Johnstown, PA 264,177264.2k $3.3m $3.3m 0.11% Unchanged
71 IEQ CAPITAL, LLC 0.02% of their portfolio Foster City, CA 259,014259.0k $3.3m $3.3m 0.02% Added +64.8k +64,780
72 Naviter Wealth, LLC 0.40% of their portfolio LITTLE ROCK, AR 255,997256.0k $3.2m $3.2m 0.40% Added +37.5k +37,534
73 SHIKIAR ASSET MANAGEMENT INC 0.92% of their portfolio NEW YORK, NY 251,300251.3k $3.2m $3.2m 0.92% Reduced -121.9k -121,940
74 TRED AVON FAMILY WEALTH, LLC 1.04% of their portfolio EASTON, MD 247,203247.2k $3.1m $3.1m 1.04% Added +3.7k +3,749
75 United Advisor Group, LLC 0.38% of their portfolio CINCINNATI, OH 242,315242.3k $3.1m $3.1m 0.38% Added +27.2k +27,180
76 Anchor Investment Management, LLC 0.25% of their portfolio COLUMBIA, SC 239,802239.8k $3.0m $3.0m 0.25% Reduced -24.2k -24,193
77 Family Manage LLC 0.35% of their portfolio NEW YORK, NY 228,526228.5k $2.9m $2.9m 0.35% Added +130.6k +130,648
78 OPPENHEIMER & CO INC 0.03% of their portfolio NEW YORK, NY 225,746225.7k $2.9m $2.9m 0.03% Added +139.9k +139,945
79 Snowden Capital Advisors LLC 0.07% of their portfolio New York, NY 216,330216.3k $2.7m $2.7m 0.07% Reduced -3.9k -3,856
80 Advisor OS, LLC 0.20% of their portfolio CHICAGO, IL 213,953214.0k $2.7m $2.7m 0.20% Added +5.1k +5,092
81 Callodine Capital Management, LP 0.18% of their portfolio BOSTON, MA 200,000200.0k $2.5m $2.5m 0.18% Reduced -250.0k -250,000
82 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 198,850198.8k $2.5m $2.5m 0.00% Added +74.6k +74,580
83 GraniteShares Advisors LLC 1.63% of their portfolio NEW YORK, NY 179,126179.1k $2.3m $2.3m 1.63% Reduced -20.5k -20,501
84 PRELUDE CAPITAL MANAGEMENT, LLC 0.17% of their portfolio NEW YORK, NY 175,000175.0k $2.2m $2.2m 0.17% Unchanged
85 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 172,431172.4k $2.2m $2.2m 0.00% Added +12.4k +12,446
86 Silverberg Bernstein Capital Management LLC 1.06% of their portfolio ARMONK, NY 152,277152.3k $1.9m $1.9m 1.06% Added +24.2k +24,177
87 Adams Asset Advisors, LLC 0.21% of their portfolio DALLAS, TX 150,523150.5k $1.9m $1.9m 0.21% Added +3.7k +3,689
88 HB Wealth Management, LLC 0.01% of their portfolio Atlanta, GA 149,341149.3k $1.9m $1.9m 0.01% Added +25.7k +25,696
89 Alpine Global Management, LLC 0.28% of their portfolio NEW YORK, NY 146,853146.9k $1.9m $1.9m 0.28% New
90 STABLEFORD CAPITAL II LLC 0.68% of their portfolio SCOTTSDALE, AZ 143,662143.7k $1.8m $1.8m 0.68% Added +73.8k +73,846
91 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 142,460142.5k $1.8m $1.8m 0.00% Reduced -305.5k -305,540
92 Parallel Advisors, LLC 0.03% of their portfolio SAN FRANCISCO, CA 141,065141.1k $1.8m $1.8m 0.03% Reduced -76.6k -76,649
93 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 139,327139.3k $1.8m $1.8m 0.00% Added +33.4k +33,387
94 Texas Yale Capital Corp. 0.05% of their portfolio ST. PETERSBURG, FL 139,060139.1k $1.8m $1.8m 0.05% Reduced -7.6k -7,559
95 Focused Wealth Management, Inc 0.17% of their portfolio Newburgh, NY 131,794131.8k $1.7m $1.7m 0.17% Added +119.8k +119,849
96 Lansforsakringar Fondforvaltning AB (publ) 0.01% of their portfolio Stockholm, V7 124,292124.3k $1.6m $1.6m 0.01% Added +21.8k +21,802
97 General Partner, Inc. 0.95% of their portfolio PITTSBURGH, PA 123,041123.0k $1.6m $1.6m 0.95% Unchanged
98 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 122,693122.7k $1.6m $1.6m 0.00% Added +34.0k +34,049
99 LRI Investments, LLC 0.14% of their portfolio PALM BEACH GARDENS, FL 122,574122.6k $1.6m $1.6m 0.14% Added +3.6k +3,588
100 CURA WEALTH ADVISORS, LLC 0.68% of their portfolio CHICAGO, IL 120,200120.2k $1.5m $1.5m 0.68% Reduced -127.5k -127,500