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 2.85 Million shares, which have been reported (via 13F filing form) to have a value of $65.7 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2024 Q1 2024 |
2,445,000
shares
|
$56.4 Million
0.9% of portfolio
|
Q1 2024
Added 6.54%
|
|
Chemistry Wealth Management LLC
New York, NY |
Apr 15, 2024 Q1 2024 |
146,960
shares
|
$3.39 Million
0.98% of portfolio
|
Q1 2024
Added 39.21%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
87,364
shares
|
$2.02 Million
0.0% of portfolio
|
Q1 2024
Added 2.8%
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
40,000
shares
|
$922,800
0.0% of portfolio
|
Q1 2024
Reduced 58.53%
|
|
Toroso Investments, LLC
Massapequa, NY |
May 15, 2024 Q1 2024 |
37,772
shares
|
$871,400
0.02% of portfolio
|
Q1 2024
Added 9.17%
|
|
Centric Wealth Management
|
May 01, 2024 Q1 2024 |
28,565
shares
|
$658,994
0.22% of portfolio
|
Q1 2024
Reduced 1.15%
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Apr 29, 2024 Q1 2024 |
28,152
shares
|
$649,466
0.01% of portfolio
|
Q1 2024
Added 1.08%
|
|
Fiduciary Alliance LLC
Greenville, SC |
Apr 17, 2024 Q1 2024 |
25,589
shares
|
$590,338
0.11% of portfolio
|
Q1 2024
Added 12.31%
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
8,905
shares
|
$205,438
0.0% of portfolio
|
Q1 2024
New holding
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
May 14, 2024 Q1 2024 |
1,125
shares
|
$25,953
0.0% of portfolio
|
Q1 2024
Added 3.02%
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
262
shares
|
$6,044
0.0% of portfolio
|
Q1 2024
New holding
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
100
shares
|
$2,307
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|