13FBOX
GOTHAM 1000 VALUE ETF · 13F Institutional Holdings
Options Calculator Rankings
G

GOTHAM 1000 VALUE ETF

GVLU
Institutions
16
Combined AUM (Q2 2026)
$150.4M
Combined Shares (Q2 2026)
5.7M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+445,741
9 · 1 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-52,545
5 · 1 Exit · ≈
⚖️ Net
+393,196
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$150.4M
Institutions
16
New Buys
1
Adds
8
Reduces
4
Exits
1
Unchanged
3
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Gotham Asset Management, LLC
0.28%0.32%#2$120.8M4.6M$105.7M4.2M+400,000+9.58%Add
Chemistry Wealth Management LLC
1.34%1.34%#1$8.4M317,776$7.6M300,640+17,136+5.70%Add
HighTower Advisors, LLC
0.01%0.01%#11$6.3M237,252$6.0M237,25200.00%Unchanged
Carnegie Investment Counsel
0.09%0.08%#6$4.4M165,364$3.9M154,147+11,217+7.28%Add
UBS Group AG
<0.01%<0.01%#12$3.4M129,951$3.6M143,146-13,195-9.22%Reduce
LPL Financial LLC
<0.01%<0.01%#13$1.7M64,124$1.8M70,974-6,850-9.65%Reduce
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#15$1.1M40,000$1.0M40,00000.00%Unchanged
Fiduciary Alliance LLC
0.06%0.05%#8$924,89435,040$871,62933,653+1,387+4.12%Add
Centric Wealth Management
0.14%0.18%#3$892,11934,188$892,11934,18800.00%Unchanged
BENJAMIN EDWARDS INC
0.01%0.01%#10$801,37530,361$771,18630,461-100-0.33%Reduce
ZEGA Investments, LLC
0.07%0.07%#7$663,99825,156$628,02624,806+350+1.41%Add
Maridea Wealth Management LLC
0.05%0.04%#9$468,22017,739$292,14411,539+6,200+53.73%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#14$239,5039,072$161,4436,376+2,696+42.28%Add
Sankala Group LLC
0.13%#4$194,9886,754$00+6,754New Buy
Hara Capital LLC
0.09%0.13%#5$166,5546,310$253,42810,010-3,700-36.96%Reduce
MORGAN STANLEY
<0.01%<0.01%#16$6,948263$6,681262+1+0.38%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow