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 15 institutions that hold shares in the stock, with a total of 3.28 Million shares, which have been reported (via 13F filing form) to have a value of $80.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
2,600,472
shares
|
$63.5 Million
0.69% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jan 15, 2025 Q4 2024 |
244,013
shares
|
$5.96 Million
1.43% of portfolio
|
Q4 2024
Added 13.49%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
119,375
shares
|
$2.91 Million
0.0% of portfolio
|
Q3 2024
Added 4.7%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
72,860
shares
|
$1.78 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
40,094
shares
|
$978,694
0.07% of portfolio
|
Q4 2024
Added 53.15%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
40,000
shares
|
$976,400
0.0% of portfolio
|
Q3 2024
Reduced 32.32%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
37,429
shares
|
$913,641
0.01% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Centric Wealth Management
|
Nov 14, 2024 Q3 2024 |
30,311
shares
|
$739,891
0.2% of portfolio
|
Q3 2024
Added 2.81%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
28,511
shares
|
$695,953
0.01% of portfolio
|
Q2 2024
Added 1.28%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
28,411
shares
|
$693,512
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
25,674
shares
|
$626,702
0.06% of portfolio
|
Q4 2024
Added 2.56%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
17,443
shares
|
$425,783
0.07% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
8,813
shares
|
$215,125
0.0% of portfolio
|
Q3 2024
Reduced 5.37%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
263
shares
|
$6,419
0.0% of portfolio
|
Q2 2024
Added 0.38%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|