Gotham 1000 Value ETFGVLUETF
13F holders, Q1 2024 (March 31)12holders
1famous investor
$23.84avg. 13F price*
At the end of Q1 2024, 12 institutions reported holding Gotham 1000 Value ETF (GVLU) in their 13F filings. The largest holders were Gotham Asset Management ($58.3M), Chemistry Wealth Management LLC ($3.5M) and UBS Group AG ($2.1M). One famous investor held it Joel Greenblatt (0.9% of Gotham Asset Management's portfolio).
- Company
- Gotham 1000 Value ETF
- Filed as
- TIDAL ETF TR (Q1 2024)
- CUSIP
- 886364520
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $219K |
| Exits | 2 | $937K |
Ownership 12 holders
| Gotham Asset Management | 0.88% | Add +6.5% | 2,445,000 | $58.3M |
| Chemistry Wealth Management LLC | 0.94% | Add +39.2% | 146,960 | $3.5M |
| UBS Group AG | 0.00% | Add +2.8% | 87,364 | $2.1M |
| Bank of America Corp. | 0.00% | Reduce -58.5% | 40,000 | $954K |
| Tidal Investments LLC | 0.02% | Add +9.2% | 37,772 | $901K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Add +1.1% | 28,152 | $672K |
| Centric Wealth Management | 0.21% | Reduce -1.1% | 28,565 | $646K |
| Fiduciary Alliance LLC | 0.11% | Add +12.3% | 25,589 | $608K |
| NewEdge Advisors, LLC | 0.00% | New | 8,905 | $212K |
| Carolinas Wealth Consulting LLC | 0.01% | Add +3.0% | 1,125 | $27K |
| Morgan Stanley | 0.00% | New | 262 | $6K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -50.0% | 100 | $2K |
"% of holder's portfolio" is GVLU's weight in each manager's 13F, not the share of Gotham 1000 Value ETF the manager owns.