73 tracked 13F filers disclose a position in GVAL as of the latest SEC 13F filings, a combined $336.3M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ALM First Financial Advisors, LLC | $56.3M | 1.6M | ▲+53% Added · +543K sh | Q2 2026 | |
| 2 | MORGAN STANLEY | $44.5M | 1.3M | ▲+226% Added · +931K sh | Q1 2026 | |
| 3 | Cambria Investment Management, L.P. | $33.1M | 918K | ▼−18% Reduced · −203K sh | Q2 2026 | |
| 4 | Stratos Investment Management, LLC | $24.4M | 678K | ▲+66% Added · +270K sh | Q2 2026 | |
| 5 | MML INVESTORS SERVICES, LLC | $18.7M | 518K | ▲+44% Added · +159K sh | Q2 2026 | |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $12.7M | 384K | ▲+20% Added · +65K sh | Q1 2026 | |
| 7 | Trek Financial, LLC | $13.3M | 369K | ▲New +369K sh | Q2 2026 | |
| 8 | JANE STREET GROUP, LLC | $11.9M | 360K | ▲New +360K sh | Q1 2026 | |
| 9 | D.A. DAVIDSON & CO. | $12.7M | 351K | ▲+50% Added · +117K sh | Q2 2026 | |
| 10 | LPL Financial LLC | $10.2M | 309K | ▲+39% Added · +87K sh | Q1 2026 | |
| 11 | Rockport Wealth LLC | $10.7M | 298K | ▲+15% Added · +38K sh | Q2 2026 | |
| 12 | Sepio Capital, LP | $8.3M | 231K | ▲+0.8% Added · +2K sh | Q2 2026 | |
| 13 | Empowered Funds, LLC | $7.0M | 210K | ▲New +210K sh | Q1 2026 | |
| 14 | RAYMOND JAMES FINANCIAL INC | $6.8M | 205K | ▲+22% Added · +36K sh | Q1 2026 | |
| 15 | OPTIMA CAPITAL LLC | $6.9M | 191K | ▲+13% Added · +21K sh | Q2 2026 | |
| 16 | ALTFEST L J & CO INC | $6.4M | 178K | ▲+0.9% Added · +2K sh | Q2 2026 | |
| 17 | Summit Financial, LLC | $6.0M | 166K | ▲+11% Added · +16K sh | Q2 2026 | |
| 18 | Atlas Wealth LLC | $5.4M | 151K | ▲+9.3% Added · +13K sh | Q2 2026 | |
| 19 | Fortis Group Advisors, LLC | $4.7M | 130K | ▲+0.6% Added · +775 sh | Q2 2026 | |
| 20 | Ascentis Wealth Management, LLC | Withheld | 76K | ▲+309% Added · +57K sh | Q2 2026 | |
| 21 | Pekin Hardy Strauss, Inc. | $2.3M | 63K | ▲+1.1% Added · +662 sh | Q2 2026 | |
| 22 | Sound Financial Strategies Group, LLC | $2.2M | 62K | ▲+1.7% Added · +1K sh | Q2 2026 | |
| 23 | Riverbend Wealth Management, LLC | $1.7M | 48K | ▲New +48K sh | Q2 2026 | |
| 24 | Secure Asset Management, LLC | $1.7M | 47K | ▼−0.4% Reduced · −175 sh | Q2 2026 | |
| 25 | HBW ADVISORY SERVICES LLC | $1.6M | 45K | ▲+7.7% Added · +3K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 9 funds opened a new position in GVAL and 16 added to an existing one, while 11 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 39 funds | $5.5B |
| MICROSOFT CORPMSFT | 39 funds | $3.7B |
| NVIDIA CORPNVDA | 38 funds | $7.3B |
| AMAZON.COM INCAMZN | 38 funds | $4.1B |
| BROADCOM INCAVGO | 37 funds | $2.9B |
| JPMORGAN CHASE & COJPM | 37 funds | $2.4B |
| META PLATFORMS INC-CLASS AMETA | 37 funds | $2.2B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 37 funds | $1.8B |
| TESLA INCTSLA | 37 funds | $1.5B |
| CATERPILLAR INCCAT | 37 funds | $787.1M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 36 funds | $2.6B |
| COSTCO WHOLESALE CORPCOST | 36 funds | $1.4B |
Ranked by how many of GVAL's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| SYLDmc | 143 funds | $578.8M |
| EYLDmc | 98 funds | $476.6M |
| FYLDFUND | 91 funds | $472.1M |
| GVALthis pageUIT EXCHANGE TRADED | 73 funds | $337.0M |
| TAILTAIL RISK | 47 funds | $83.9M |
| GAAmc | 23 funds | $24.5M |
| GMOMGLB MOMENT ETF | 22 funds | $22.5M |
| VAMOVALUE MOMENTUM | 12 funds | $105.5M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for GVAL
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/GVAL/capital-change-brief"
Use Arkolith's capital_change_brief for GVAL. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for GVAL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.