GVLU
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -12.5% ·
share flow +6.9% ·
net new positions -14.3%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | +1 | 14.71K | $405,352 | +1 | n/a |
| Q2 2026 | 6 | 0 | 4.82M | $127.23M | n/a | −1 |
| Q1 2026 | 7 | -1 | 4.67M | $118.36M | n/a | −1 |
| Q4 2025 | 8 | 0 | 4.37M | $107.78M | n/a | n/a |
| Q3 2025 | 2 | 0 | 3.83M | $97.60M | n/a | n/a |
| Q2 2025 | 1 | 0 | 3.48M | $83.76M | n/a | n/a |
| Q1 2025 | 1 | 0 | 3.48M | $80.19M | n/a | n/a |
| Q4 2024 | 1 | 0 | 3.48M | $82.05M | n/a | n/a |
| Q3 2024 | 1 | 0 | 2.60M | $64.51M | n/a | n/a |
| Q2 2024 | 1 | n/a | 2.56M | $58.62M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Gotham Asset Management ✦ | 4.18M | +9.2% | $105.75M | 0.3% | ▲ Add | 8 | SEC ↗ |
| 2 | HighTower Advisors, LLC | 237.25K | 0.0% | $6.01M | 0.0% | Held | 2 | SEC ↗ |
| 3 | UBS Group AG | 143.15K | +0.2% | $3.62M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | LPL Financial LLC | 70.97K | -14.4% | $1.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 40.00K | 0.0% | $1.01M | 0.0% | Held | 2 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 6.38K | +31.4% | $161,443 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 262 | 0.0% | $6,633 | 0.0% | Held | 3 | 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
| Tidal Investments LLC | $926,867 | was 0.0% |
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.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.