Gotham 1000 Value ETFGVLUETF
13F holders, Q4 2024 (December 31)13holders +1
2new positions
1sold out
1famous investor
$23.60avg. 13F price*
At the end of Q4 2024, 13 institutions reported holding Gotham 1000 Value ETF (GVLU) in their 13F filings, up 1 from Q3 2024. 2 opened new positions and 1 sold out. The largest holders were Gotham Asset Management ($82.1M), Chemistry Wealth Management LLC ($5.8M) and UBS Group AG ($3.0M). One famous investor held it Joel Greenblatt (0.8% of Gotham Asset Management's portfolio).
- Company
- Gotham 1000 Value ETF
- Filed as
- TIDAL ETF TR (Q4 2024)
- CUSIP
- 886364520
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $3.1M |
| Exits | 1 | $219K |
All 13F filers, Q3 2024 → Q4 2024: 1,071,455 shares bought and 8,814 shares sold, net +1,062,641 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 13 holders
| Gotham Asset Management | 0.78% | Add +33.7% | 3,476,950 | $82.1M |
| Chemistry Wealth Management LLC | 1.35% | Add +13.5% | 244,013 | $5.8M |
| UBS Group AG | 0.00% | Add +5.6% | 126,047 | $3.0M |
| Carnegie Investment Counsel | 0.05% | New | 72,860 | $1.7M |
| GTS Securities LLC | 0.07% | New | 57,559 | $1.4M |
| Nations Financial Group Inc, /Ia/ | 0.07% | Add +53.1% | 40,094 | $946K |
| Bank of America Corp. | 0.00% | No change | 40,000 | $944K |
| Tidal Investments LLC | 0.01% | Add +3.0% | 38,550 | $910K |
| Centric Wealth Management | 0.21% | Add +9.4% | 33,148 | $782K |
| Benjamin Edwards Inc. | 0.01% | Add +0.3% | 28,511 | $673K |
| Carolinas Wealth Consulting LLC | 0.13% | Add +58.9% | 27,713 | $654K |
| Fiduciary Alliance LLC | 0.06% | Add +2.6% | 25,674 | $606K |
| Morgan Stanley | 0.00% | Reduce -0.4% | 262 | $6K |
"% of holder's portfolio" is GVLU's weight in each manager's 13F, not the share of Gotham 1000 Value ETF the manager owns.