GOTHAM 1000 VALUE ETF (GVLU) Institutional Ownership Changes & 13F Activity
GOTHAM 1000 VALUE ETF (GVLU). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Gotham Asset Management, Llc, Hightower Advisors, Llc, Carnegie Investment Counsel, Gts Securities Llc, and Chemistry Wealth Management Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Gotham Asset Management, Llc | Buy | +400,000 | +9.6% | 4,576,950 | $120.81M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +2,696 | +42.3% | 9,072 | $239.50K | Q2 2026 | Aug 14, 2026 |
| Ubs Group Ag | Sell | -13,195 | -9.2% | 129,951 | $3.43M | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +1 | +0.4% | 263 | $6.95K | Q2 2026 | Aug 13, 2026 |
| Hara Capital Llc | Sell | -3,700 | -37.0% | 6,310 | $166.55K | Q2 2026 | Aug 11, 2026 |
| Lpl Financial Llc | Sell | -6,850 | -9.7% | 64,124 | $1.69M | Q2 2026 | Aug 07, 2026 |
| Maridea Wealth Management Llc | Buy | +6,200 | +53.7% | 17,739 | $468.22K | Q2 2026 | Aug 06, 2026 |
| Zega Investments, Llc | Buy | +350 | +1.4% | 25,156 | $664.00K | Q2 2026 | Jul 31, 2026 |
| Benjamin Edwards Inc | Sell | -100 | -0.3% | 30,361 | $801.38K | Q2 2026 | Jul 24, 2026 |
| Fiduciary Alliance Llc | Buy | +1,387 | +4.1% | 35,040 | $924.89K | Q2 2026 | Jul 20, 2026 |
| Chemistry Wealth Management Llc | Buy | +17,136 | +5.7% | 317,776 | $8.39M | Q2 2026 | Jul 09, 2026 |
| Gts Securities Llc | Sell | -28,700 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Hightower Advisors, Llc | Sell | -237,252 | -100.0% | 0 | $0.00 | Q2 2026 | May 05, 2026 |
| Carnegie Investment Counsel | Sell | -154,147 | -100.0% | 0 | $0.00 | Q2 2026 | May 01, 2026 |
Frequently asked questions about GVLU activity
Which institutional owners are buying GVLU?
Institutional owners buying GVLU include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in GVLU activity?
"Buy" means an investor increased their reported position in GVLU compared to the prior reporting period. This reflects growing exposure to GOTHAM 1000 VALUE ETF (GVLU) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in GVLU increasing?
Institutional interest in GVLU can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.