GOTHAM 1000 VALUE ETF GVLU
$26.91
+1.4% 52w: $22.19 – $26.91
Latest 13F among current holders filed 1 month ago (May 18, 2026)
Price — last 12 months
research preview data22.1924.5526.91
Jun 20, 2025 Jul 2, 2026
Institutional holders
17
+1 QoQ
13F value
$134.5M
+10.8% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns GVLU?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Gotham Asset Management, LLC | Diversified mechanical | 4.2M | $105.7M | 0.3% | +9.1% |
| Chemistry Wealth Management LLC | Other | 300.6K | $7.6M | 1.3% | +3.2% |
| HighTower Advisors, LLC | Diversified mechanical | 237.3K | $6.0M | 0.0% | Held |
| Carnegie Investment Counsel | Other | 154.1K | $3.9M | 0.1% | +17.8% |
| UBS Group AG | Bank broker | 143.1K | $3.6M | 0.0% | +0.2% |
| LPL Financial LLC | Bank broker | 71.0K | $1.8M | 0.0% | -14.4% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 40.0K | $1.0M | 0.0% | Held |
| Centric Wealth Management | Other | 34.2K | $892K | 0.2% | -0.4% |
| Fiduciary Alliance LLC | Other | 33.7K | $872K | 0.1% | -7.6% |
| BENJAMIN EDWARDS INC | Diversified mechanical | 30.5K | $771K | 0.0% | +0.3% |
| GTS SECURITIES LLC | Market maker | 28.7K | $727K | 0.0% | New |
| ZEGA Investments, LLC | Other | 24.8K | $628K | 0.1% | New |
| Maridea Wealth Management LLC | Wealth advisor | 11.5K | $292K | 0.0% | +9.3% |
| Hara Capital LLC | Other | 10.0K | $253K | 0.1% | -11.4% |
| Sankala Group LLC | Wealth advisor | 6.7K | $167K | 0.1% | +12.8% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 6.4K | $161K | 0.0% | +31.4% |
| MORGAN STANLEY | Bank broker | 262 | $7K | 0.0% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.