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Get Institutions for : 
Gotham 1000 Value Etf (GVLU)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 13    4
Total shares held : 
2,740,374  
% of shares held : 
30.45%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  6  
Amount of shares held : 
-110,141  
% of shares held change : 
  -1.22%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
5
 63,696
 2.32%
 
Increased Positions :
4
 28,599
 1.04%
 
Unchanged Positions :
2
 2,391,465
 87.27%
 
Decreased Positions :
2
-181,428
-6.62%
 
Closed Positions :
1
-21,008
-0.77%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   GOTHAM ASSET MANAGEMENT, LLC 8 - 2023-12-31 2,295,000 $50,087,000 0
   Chemistry Wealth Management LLC 21 - 2024-03-31 146,960 $3,506,000 41,394
   BANK OF AMERICA CORP /DE/ 3480 - 2023-12-31 96,465 $2,105,000 0
   UBS Group AG 2906 - 2023-12-31 84,982 $1,855,000 -178,247
   Rockefeller Capital Management L.P. 1158 - 2023-12-31 42,936 $937,000 -3,181
   Toroso Investments LLC 748 *New 2023-12-31 34,599 $755,000 34,599
   Centric Wealth Management 84 *New 2023-12-31 28,896 $624,000 28,896
   Fiduciary Alliance LLC 111 - 2024-03-31 25,589 $608,000 2,804
   BENJAMIN F. EDWARDS & COMPANY INC. 587 - 2023-12-31 27,852 $608,000 100
   CAROLINAS WEALTH CONSULTING LLC 422 - 2023-12-31 1,092 $24,000 11
   Steward Partners Investment Advisory LLC 2993 *New 2023-12-31 200 $4,000 200
   GTS SECURITIES LLC 1471 *Closed 2023-12-31 0 $0 -21,008
   FMR LLC 5026 *New 2023-12-31 1 $0 1
   PROEQUITIES INC. 8138 *New 2023-12-31 0 $0 0

  14 Records found
  1    
  Page 1 of 1
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