13F institutional ownership facts
Institutions tracked
3
Reported value
$109,380,592.00
Reported shares
4,320,358
Latest filing period
Q1 2026
Top institutional holders
- UBS Group · $3,624,027 · <0.01%%
- Morgan Stanley · $6,633 · <0.01%%
- Joel Greenblatt - Gotham Asset Management · $105,749,932 · 0.32%
Data source and limitations
This page uses public SEC Form 13F disclosures and related institutional filing data. 13F reports are periodic disclosures and may not represent current real-time holdings.
13F Hub provides research and education data only. It does not provide personalized investment advice.
E
$ETF-GVLU
Institutional Holdings
3
Top Institutions
Institutional InsightPRO
Scale Distribution
MEGA
39%
LARGE
38%
MEDIUM
17%
SMALL
6%
Geographic Distribution
North America
69%
Europe
23%
Asia Pacific
14%
Other
5%
Institutional Activity
Buyers
34
Sellers
33
Holders
82
New
9
Exited
7
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Insider TradingPRO
Trading Statistics
Insider Buyers
12
Insider Sellers
33
Purchase Value
$15.5M
Role Distribution
CEO
24%
CFO
19%
Director
36%
VP
12%
Other
5%
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RatingPRO
94
A+
Overall Score
Strong institutional support with positive momentum
Rating Dimensions
Institutional Ownership
79
Recent Activity
68
Concentration
87
Momentum
81
Stability
70
Recent Actions
New
9
Increased
23
Decreased
20
Exited
6
Total
50
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