Institutional Ownership Tidal ETF Tr Gotham 1000 Value (GVLU)
This table provides information about the institutional ownership of Tidal ETF Tr Gotham 1000 Value (GVLU). We have compiled data on the 13 institutions that hold shares in the stock, with a total of 4.19 Million shares, which have been reported (via 13F filing form) to have a value of $101 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
3,476,950
shares
|
$85.6 Million
0.7% of portfolio
|
Q4 2024
Added 33.7%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jul 08, 2025 Q2 2025 |
275,598
shares
|
$6.79 Million
1.52% of portfolio
|
Q2 2025
Added 4.14%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
136,399
shares
|
$3.36 Million
0.0% of portfolio
|
Q1 2025
Added 8.21%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
88,195
shares
|
$2.17 Million
0.05% of portfolio
|
Q1 2025
Added 21.05%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
40,000
shares
|
$985,200
0.0% of portfolio
|
Q3 2024
Reduced 32.32%
|
|
|
Centric Wealth Management
|
May 15, 2025 Q1 2025 |
35,430
shares
|
$872,640
0.23% of portfolio
|
Q1 2025
Added 6.88%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
31,141
shares
|
$767,002
0.06% of portfolio
|
Q2 2025
Added 18.87%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
28,661
shares
|
$705,920
0.01% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
28,511
shares
|
$702,225
0.01% of portfolio
|
Q2 2024
Added 1.28%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
27,713
shares
|
$682,571
0.12% of portfolio
|
Q4 2024
Added 58.88%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
17,880
shares
|
$440,384
0.02% of portfolio
|
Q1 2025
Reduced 68.94%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
262
shares
|
$6,453
0.0% of portfolio
|
Q2 2024
Added 0.38%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|