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Gotham 1000 Value ETF (GVLU)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Chemistry Wealth Management LLC
INCREASED
Shares330,755 from 317,776
Change+12,979 (+4%)
Value$8.9M (+$506.2K)
Filed 2026-10-16
Carnegie Investment Counsel
INCREASED
Shares183,122 from 165,364
Change+17,758 (+11%)
Value$4.9M (+$559.3K)
Filed 2026-10-20
LPL Financial LLC
DECREASED
Shares63,602 from 64,124
Change-522 (-1%)
Value$1.7M (+$17.7K)
Filed 2026-11-06
Fiduciary Alliance LLC
INCREASED
Shares39,171 from 35,040
Change+4,131 (+12%)
Value$1.1M (+$128.4K)
Filed 2026-10-13
Zega Investments, LLC
DECREASED
Shares24,613 from 25,156
Change-543 (-2%)
Value$661.8K (-$2.2K)
Filed 2026-11-04
Wealth Enhancement Advisory Services, LLC
NEW
Shares14,708
Change+14,708
Value$405.4K
Filed 2026-10-13
Hara Capital LLC
DECREASED
Shares3,670 from 6,310
Change-2,640 (-42%)
Value$98.7K (-$67.9K)
Filed 2026-10-30
Signature Equity Partners, LLC
NEW
Shares402
Change+402
Value$10.8K
Filed 2026-10-29
Gotham Asset Management, LLC
N/A
Shares— from 4,576,950
Change-4,576,950 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 237,252
Change-237,252 (-100%)
Value—
UBS Group AG
N/A
Shares— from 129,951
Change-129,951 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 40,000
Change-40,000 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 34,188
Change-34,188 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 30,361
Change-30,361 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 17,739
Change-17,739 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 9,072
Change-9,072 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 6,754
Change-6,754 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 263
Change-263 (-100%)
Value—
Status
Chemistry Wealth Management LLC
INCREASED330,755317,776+12,979+4%$8.4M$8.9M+$506.2K2026-10-16
Carnegie Investment Counsel
INCREASED183,122165,364+17,758+11%$4.4M$4.9M+$559.3K2026-10-20
LPL Financial LLC
DECREASED63,60264,124-522-1%$1.7M$1.7M+$17.7K2026-11-06
Fiduciary Alliance LLC
INCREASED39,17135,040+4,131+12%$924.9K$1.1M+$128.4K2026-10-13
Zega Investments, LLC
DECREASED24,61325,156-543-2%$664.0K$661.8K-$2.2K2026-11-04
Wealth Enhancement Advisory Services, LLC
NEW14,708—+14,708——$405.4K—2026-10-13
Hara Capital LLC
DECREASED3,6706,310-2,640-42%$166.6K$98.7K-$67.9K2026-10-30
Signature Equity Partners, LLC
NEW402—+402——$10.8K—2026-10-29
Gotham Asset Management, LLC
N/A—4,576,950-4,576,950-100%$120.8M———
HighTower Advisors, LLC
N/A—237,252-237,252-100%$6.3M———
UBS Group AG
N/A—129,951-129,951-100%$3.4M———
Bank of America Corp
N/A—40,000-40,000-100%$1.1M———
Centric Wealth Management
N/A—34,188-34,188-100%$892.1K———
Benjamin Edwards Inc
N/A—30,361-30,361-100%$801.4K———
Maridea Wealth Management LLC
N/A—17,739-17,739-100%$468.2K———
Osaic Holdings, Inc.
N/A—9,072-9,072-100%$239.5K———
Sankala Group LLC
N/A—6,754-6,754-100%$195.0K———
Morgan Stanley
N/A—263-263-100%$6.9K———
Showing 18 of 18 institutions