Who owns GVLU?
Gotham 1000 Value ETF · Gotham
16 institutions reported holding GVLU, worth $150.4M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of GVLU
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Gotham Asset Management, LLC | New York, NY | $120.8M | 4,576,950 | +400,000 shares |
| Chemistry Wealth Management LLC | New York, NY | $8.4M | 317,776 | +17,136 shares |
| HighTower Advisors, LLC | Chicago, IL | $6.3M | 237,252 | No change |
| Carnegie Investment Counsel | Pepper Pike, OH | $4.4M | 165,364 | +11,217 shares |
| UBS Group AG | Zurich, Switzerland | $3.4M | 129,951 | −13,195 shares |
| LPL Financial LLC | Fort Mill, SC | $1.7M | 64,124 | −6,850 shares |
| Bank of America Corp. | Charlotte, NC | $1.1M | 40,000 | No change |
| Fiduciary Alliance LLC | Greenville, SC | $925K | 35,040 | +1,387 shares |
| Centric Wealth Management | Chicago, IL | $892K | 34,188 | No change |
| Benjamin Edwards Inc. | Clayton, MO | $801K | 30,361 | −100 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns GVLU?
16 institutional managers reported holding GVLU in Form 13F filings for June 30, 2026, worth $150.4M in total. The largest reported position was held by Gotham Asset Management, LLC, at $120.8M.
Did institutions buy or sell GVLU last quarter?
Reported 13F value rose 11.8% from March 31, 2026, which includes price moves as well as buying and selling. 0 firms reported a new position and 1 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is GVLU ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.