As of the latest SEC filings, GCM Grosvenor Inc. (GCMG) is held by 160 institutional funds. The largest fund shareholder is Columbia Acorn Fund (LACAX), holding an estimated $43,401,750.00 in market value, representing 1.93% of its portfolio.
Funds holding GCM Grosvenor Inc. (GCMG)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- GCMG
- CIK:
- 0001819796
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
LACAX
Columbia Acorn Fund
|
MF | Columbia Threadneedle | 1.93% | $43,401,750.00 | 4,428,750 | Mar 31, 2026 | May 28, 2026 |
|
BSCUX
BARON SMALL CAP FUND
|
MF | Independent / Boutique | 0.80% | $21,560,000.00 | 2,200,000 | Mar 31, 2026 | May 22, 2026 |
|
ARGFX
Ariel Fund
|
MF | Independent / Boutique | 0.79% | $20,292,340.60 | 2,070,647 | Mar 31, 2026 | May 28, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $18,575,851.00 | 1,895,495 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.02% | $14,422,601.20 | 1,471,694 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.01% | $12,989,380.60 | 1,325,447 | Mar 31, 2026 | May 28, 2026 |
|
MNDBX
MFS New Discovery Fund
|
MF | Independent / Boutique | 0.60% | $12,511,634.16 | 1,080,452 | Feb 28, 2026 | Apr 24, 2026 |
|
RPMIX
Royce Small-Cap Fund
|
MF | Independent / Boutique | 0.46% | $8,373,198.40 | 854,408 | Mar 31, 2026 | May 21, 2026 |
|
VISVX
VANGUARD SMALL-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.01% | $8,314,996.20 | 848,469 | Mar 31, 2026 | May 28, 2026 |
|
WUSAX
Columbia Variable Portfolio - Acorn Fund
|
MF | Columbia Threadneedle | 1.90% | $8,242,084.20 | 841,029 | Mar 31, 2026 | May 28, 2026 |
|
RVT
ROYCE SMALL-CAP TRUST, INC.
|
CEF | Independent / Boutique | 0.35% | $7,854,641.20 | 801,494 | Mar 31, 2026 | May 21, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $6,851,532.80 | 699,136 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.02% | $6,618,426.36 | 606,083 | Apr 30, 2026 | Jun 26, 2026 |
|
IWO
iShares Russell 2000 Growth ETF
|
ETF | BlackRock / iShares | 0.04% | $4,434,666.60 | 452,517 | Mar 31, 2026 | May 28, 2026 |
|
-
MFS New Discovery Series
|
ETF | Independent / Boutique | 0.47% | $3,313,438.80 | 338,106 | Mar 31, 2026 | May 26, 2026 |
|
KCE
State Street(R) SPDR(R) S&P(R) Capital Markets ETF
|
ETF | State Street (SPDR) | 0.78% | $3,266,036.20 | 333,269 | Mar 31, 2026 | May 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.01% | $3,159,371.40 | 272,830 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.02% | $2,991,913.02 | 258,369 | Feb 28, 2026 | Apr 28, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.01% | $2,977,079.04 | 257,088 | Feb 28, 2026 | Apr 24, 2026 |
|
BTO
John Hancock Financial Opportunities Fund
|
CEF | John Hancock | 0.37% | $2,582,270.60 | 263,497 | Mar 31, 2026 | May 29, 2026 |
|
GDSTX
Goldman Sachs Small Cap Equity Insights Fund
|
MF | Goldman Sachs | 0.32% | $2,365,807.08 | 216,649 | Apr 30, 2026 | Jun 22, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.02% | $2,176,541.64 | 199,317 | Apr 30, 2026 | Jun 29, 2026 |
|
CSB
VictoryShares US Small Cap High Div Volatility Wtd ETF
|
ETF | Independent / Boutique | 0.86% | $2,174,110.40 | 221,848 | Mar 31, 2026 | May 28, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.01% | $2,056,203.24 | 188,297 | Apr 30, 2026 | Jun 24, 2026 |
|
DFSCX
U.S. MICRO CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.02% | $1,618,748.04 | 148,237 | Apr 30, 2026 | Jun 24, 2026 |
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