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Funds Holding GVLU

On this page, we present all of the funds holding GVLU from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding GVLU, with a link to that fund's top holdings. The next columns indicate the amount of GVLU stock held by each of the funds holding GVLU, followed by the GVLU position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 12 funds holding GVLU within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Gotham Asset Management LLC. For more details on the positions held by Gotham Asset Management LLC (or by any of the other funds holding GVLU), click the fund name in the "Holder" column of the funds-holding-GVLU table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Gotham Asset Management LLC2,295,000$50,087 12/31/2023
     GVLU2,295,000$50,087 12/31/2023
Chemistry Wealth Management LLC146,960$3,506 03/31/2024
     GVLU146,960$3,506 03/31/2024
Bank of America Corp DE96,465$2,105 12/31/2023
     GVLU96,465$2,105 12/31/2023
UBS Group AG84,982$1,855 12/31/2023
     GVLU84,982$1,855 12/31/2023
Rockefeller Capital Management L.P.42,936$937 12/31/2023
     GVLU42,936$937 12/31/2023
Toroso Investments LLC34,599$755 12/31/2023
     GVLU34,599$755 12/31/2023
Benjamin F. Edwards & Company Inc.28,152$672 03/31/2024
     GVLU28,152$672 03/31/2024
Centric Wealth Management28,565$646 03/31/2024
     GVLU28,565$646 03/31/2024
Fiduciary Alliance LLC25,589$608 03/31/2024
     GVLU25,589$608 03/31/2024
Carolinas Wealth Consulting LLC1,092$24 12/31/2023
     GVLU1,092$24 12/31/2023
Steward Partners Investment Advisory LLC200$4 12/31/2023
     GVLU200$4 12/31/2023
Proequities Inc.0$0 03/31/2024
     GVLU0$0 03/31/2024
FMR LLC1$0 12/31/2023
     GVLU1$0 12/31/2023

See Summary: Institutional Holders of GVLU
See Details: Top 10 Hedge Funds Holding GVLU
Also See: GVLU Holdings Changes

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