Security record · archived quarter
GVLU
name pending profile ingest
8Tracked holders
0Δ holders
4.37MShares held
$107.78MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow 0.0% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 7 | 0 | 5.06M | $133.50M | — | — |
| Q1 2026 | 7 | -1 | 4.67M | $118.36M | — | −1 |
| Q4 2025 | 8 | 0 | 4.37M | $107.78M | — | — |
| Q3 2025 | 2 | 0 | 3.83M | $97.60M | — | — |
| Q2 2025 | 1 | 0 | 3.48M | $83.76M | — | — |
| Q1 2025 | 1 | 0 | 3.48M | $80.19M | — | — |
| Q4 2024 | 1 | 0 | 3.48M | $82.05M | — | — |
| Q3 2024 | 1 | 0 | 2.60M | $64.51M | — | — |
| Q2 2024 | 1 | — | 2.56M | $58.62M | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Gotham Asset Management ✦ | 3.83M | 0.0% | $94.33M | 0.3% | Held | 7 | SEC ↗ |
| 2 | HighTower Advisors, LLC | 237.25K | — | $5.85M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | UBS Group AG | 142.87K | — | $3.52M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | UBS Group AG | 142.87K | — | $3.52M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | UBS Group AG | 142.87K | — | $3.52M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | LPL Financial LLC | 82.93K | — | $2.04M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 40.00K | — | $985,920 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Tidal Investments LLC | 37.60K | — | $926,867 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 4.85K | — | $119,655 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 262 | 0.0% | $6,458 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 17 holders, 5.31M shares, $134.47M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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