17 tracked 13F filers disclose a position in GVLU as of the latest SEC 13F filings, a combined $135.9M 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 | Gotham Asset Management, LLC | $105.7M | 4.2M | ▲+9.1% Added · +350K sh | Q1 2026 | |
| 2 | Chemistry Wealth Management LLC | $8.4M | 318K | ▲+5.7% Added · +17K sh | Q2 2026 | |
| 3 | HighTower Advisors, LLC | $6.0M | 237K | —Held | Q1 2026 | |
| 4 | Carnegie Investment Counsel | $4.4M | 165K | ▲+7.3% Added · +11K sh | Q2 2026 | |
| 5 | UBS Group AG | $3.6M | 143K | ▲+0.2% Added · +279 sh | Q1 2026 | |
| 6 | LPL Financial LLC | $1.8M | 71K | ▼−14% Reduced · −12K sh | Q1 2026 | |
| 7 | BANK OF AMERICA CORP /DE/ | $1.0M | 40K | —Held | Q1 2026 | |
| 8 | Centric Wealth Management | $892K | 34K | —Held | Q2 2026 | |
| 9 | Fiduciary Alliance LLC | $872K | 34K | ▼−7.6% Reduced · −3K sh | Q1 2026 | |
| 10 | BENJAMIN EDWARDS INC | $801K | 30K | ▼−0.3% Reduced · −100 sh | Q2 2026 | |
| 11 | GTS SECURITIES LLC | $727K | 29K | ▲New +29K sh | Q1 2026 | |
| 12 | ZEGA Investments, LLC | $664K | 25K | ▲+1.4% Added · +350 sh | Q2 2026 | |
| 13 | Maridea Wealth Management LLC | $468K | 18K | ▲+54% Added · +6K sh | Q2 2026 | |
| 14 | Sankala Group LLC | $195K | 7K | ▲+1.4% Added · +92 sh | Q2 2026 | |
| 15 | OSAIC HOLDINGS, INC. | $161K | 6K | ▲+31% Added · +2K sh | Q1 2026 | |
| 16 | Hara Capital LLC | $167K | 6K | ▼−37% Reduced · −4K sh | Q2 2026 | |
| 17 | MORGAN STANLEY | $7K | 262 | —Held | Q1 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, 1 fund opened a new position in GVLU and 4 added to an existing one, while 3 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 |
|---|---|---|
| SS SPDR S&P 500 ETF TRUST-USSPY | 7 funds | $6.1B |
| APPLE INCAAPL | 7 funds | $1.4B |
| NVIDIA CORPNVDA | 7 funds | $1.2B |
| MICROSOFT CORPMSFT | 7 funds | $571.5M |
| ALPHABET INC-CL AGOOGL | 7 funds | $500.7M |
| AMAZON.COM INCAMZN | 7 funds | $441.7M |
| VANGUARD S&P 500 ETFVOO | 7 funds | $264.4M |
| JPMORGAN CHASE & COJPM | 7 funds | $258.0M |
| META PLATFORMS INC-CLASS AMETA | 7 funds | $252.1M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 7 funds | $209.5M |
| ALPHABET INC-CL CGOOG | 7 funds | $206.9M |
| MASTERCARD INC - AMA | 7 funds | $174.6M |
Ranked by how many of GVLU's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| GRNYmc | 292 funds | $1.7B |
| SPUSmc | 87 funds | $203.1M |
| SFYmc | 63 funds | $332.6M |
| SPSKmc | 63 funds | $117.9M |
| NANCmc | 52 funds | $7.5M |
| RISRUIT EXCHANGE TRADED | 51 funds | $155.8M |
| JSTCcommon | 42 funds | $126.4M |
| HFGMUNLIMITED HFGM | 30 funds | $93.0M |
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 GVLU
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/GVLU/capital-change-brief"
Use Arkolith's capital_change_brief for GVLU. 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 GVLU. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.