Who owns GVAL (GVAL)
Which tracked institutional funds hold GVAL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See GVAL company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on GVAL is one-sided between 2025-Q4 and 2026-Q1: 34 added or opened and 4 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
GVAL’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes GVAL more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in GVAL divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 74 tracked filers holding GVAL, 56 increased or opened the position and 13 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in GVAL between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 12
- Stratos Investment Management, LLC$14M
- JANE STREET GROUP, LLC$12M
- Sepio Capital, LP$8M
- Sound Financial Strategies Group, LLC$2M
- COMMONWEALTH EQUITY SERVICES, LLC$1M
- Signature Equity Partners, LLC$1M
Full exits 2
- Jaffetilchin Investment Partners, LLC$1M
- IFG Advisory, LLC$879K
Largest adds
- MORGAN STANLEY$32M
- D.A. DAVIDSON & CO.$4M
- LPL Financial LLC$3M
- Atlas Wealth LLC$3M
- ENVESTNET ASSET MANAGEMENT INC$3M
- Rockport Wealth LLC$3M
Largest trims
- ALM First Financial Advisors, LLC$5M
- Cambria Investment Management, L.P.$438K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY added | 1,342,814 | $45M | 14.5% | 2026-Q1 |
| Cambria Investment Management, L.P. trimmed | 1,121,652 | $37M | 12.1% | 2026-Q1 |
| ALM First Financial Advisors, LLC | 1,020,791 | $26M | 8.3% | 2026-Q1 |
| SMI Advisory Services, LLC added | 629,038 | $21M | 6.9% | 2026-Q1 |
| Stratos Investment Management, LLC new | 408,299 | $14M | 4.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 383,945 | $13M | 4.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 359,977 | $12M | 3.9% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 359,352 | $12M | 3.9% | 2026-Q1 |
| LPL Financial LLC added | 308,933 | $10M | 3.3% | 2026-Q1 |
| Rockport Wealth LLC added | 260,085 | $9M | 2.8% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 234,069 | $8M | 2.5% | 2026-Q1 |
| Sepio Capital, LP added | 228,933 | $8M | 2.5% | 2026-Q1 |
| Empowered Funds, LLC added | 210,333 | $7M | 2.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 205,113 | $7M | 2.2% | 2026-Q1 |
| ALTFEST L J & CO INC trimmed | 176,506 | $6M | 1.9% | 2026-Q1 |
| OPTIMA CAPITAL LLC added | 169,356 | $6M | 1.8% | 2026-Q1 |
| Del-Sette Capital Management, LLC added | 166,856 | $6M | 1.8% | 2026-Q1 |
| Summit Financial, LLC added | 149,759 | $5M | 1.6% | 2026-Q1 |
| Atlas Wealth LLC added | 138,212 | $5M | 1.5% | 2026-Q1 |
| Fortis Group Advisors, LLC added | 129,213 | $5M | 1.5% | 2026-Q1 |
| Betterment LLC trimmed | 70,488 | $2M | 0.8% | 2026-Q1 |
| Pekin Hardy Strauss, Inc. added | 62,165 | $2M | 0.7% | 2026-Q1 |
| Sound Financial Strategies Group, LLC new | 61,373 | $2M | 0.7% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 55,892 | $2M | 0.6% | 2026-Q1 |
| Secure Asset Management, LLC added | 47,287 | $2M | 0.5% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 44,336 | $1M | 0.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 44,641 | $1M | 0.5% | 2026-Q1 |
| PRUDENTIAL PLC added | 43,000 | $1M | 0.5% | 2026-Q1 |
| HighTower Advisors, LLC added | 42,715 | $1M | 0.5% | 2026-Q1 |
| McGrath & Associates, Inc. trimmed | 42,185 | $1M | 0.5% | 2026-Q1 |
| HBW ADVISORY SERVICES LLC added | 41,687 | $1M | 0.5% | 2026-Q1 |
| Miller Global Investments, LLC trimmed | 39,623 | $1M | 0.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 36,131 | $1M | 0.4% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 34,394 | $1M | 0.4% | 2026-Q1 |
| Signature Equity Partners, LLC new | 34,000 | $1M | 0.4% | 2026-Q1 |
| LEVEL FOUR ADVISORY SERVICES, LLC added | 28,867 | $958K | 0.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 26,359 | $874K | 0.3% | 2026-Q1 |
| CIBC WORLD MARKET INC. added | 26,354 | $874K | 0.3% | 2026-Q1 |
| Equitable Holdings, Inc. new | 26,224 | $825K | 0.3% | 2026-Q1 |
| Virtu Financial LLC added | 23,647 | $784K | 0.3% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 23,563 | $779K | 0.3% | 2026-Q1 |
| FSA WEALTH PARTNERS, INC. | 22,153 | $735K | 0.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP trimmed | 22,808 | $732K | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 21,809 | $723K | 0.2% | 2026-Q1 |
| THOROUGHBRED FINANCIAL SERVICES, LLC added | 20,883 | $692K | 0.2% | 2026-Q1 |
| Trademark Financial Management, LLC new | 20,202 | $670K | 0.2% | 2026-Q1 |
| Ascentis Wealth Management, LLC new | 18,563 | $616K | 0.2% | 2026-Q1 |
| Stratos Wealth Advisors, LLC new | 14,297 | $474K | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 11,417 | $378K | 0.1% | 2026-Q1 |
| Essex Financial Services, Inc. new | 11,205 | $372K | 0.1% | 2026-Q1 |
| Whitcomb & Hess, Inc. | 10,633 | $353K | 0.1% | 2026-Q1 |
| Lifetime Wealth Management P.C. added | 10,212 | $339K | 0.1% | 2026-Q1 |
| Belpointe Asset Management LLC trimmed | 9,639 | $320K | 0.1% | 2026-Q1 |
| Encompass More Asset Management new | 8,945 | $297K | 0.1% | 2026-Q1 |
| Legacy Bridge, LLC | 8,411 | $279K | 0.1% | 2026-Q1 |
| Atria Investments, Inc new | 8,340 | $277K | 0.1% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV new | 8,283 | $275K | 0.1% | 2026-Q1 |
| DAVENPORT & Co LLC new | 7,206 | $239K | 0.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ | 7,000 | $232K | 0.1% | 2026-Q1 |
| Astoria Portfolio Advisors LLC. added | 6,216 | $219K | 0.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 5,648 | $187K | 0.1% | 2026-Q1 |
| Stone House Investment Management, LLC | 5,250 | $174K | 0.1% | 2026-Q1 |
| Advisory Services Network, LLC added | 4,775 | $158K | 0.1% | 2026-Q1 |
| Longview Financial Advisors, Inc. trimmed | 3,968 | $132K | 0.0% | 2026-Q1 |
| Western Wealth Management, LLC new | 3,395 | $113K | 0.0% | 2026-Q1 |
| Ascentis Independent Advisors new | 1,992 | $66K | 0.0% | 2026-Q1 |
| NBC SECURITIES, INC. added | 1,370 | $45K | 0.0% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 703 | $23K | 0.0% | 2026-Q1 |
| AE Wealth Management LLC new | 198 | $7K | 0.0% | 2026-Q1 |
| EVOLUTION WEALTH MANAGEMENT INC. | 180 | $6K | 0.0% | 2026-Q1 |
| Sound Income Strategies, LLC | 105 | $4K | 0.0% | 2026-Q1 |
| SIGNATUREFD, LLC new | 85 | $3K | 0.0% | 2026-Q1 |
| CWM, LLC | 46 | $2K | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN | 0 | $11 | 0.0% | 2026-Q1 |
| Synergy Asset Management, LLC new | 86,203 | $2M | 0.7% | 2025-Q1 stale |
| Geneos Wealth Management Inc. added | 66,591 | $2M | 0.6% | 2025-Q3 stale |
| Jaffetilchin Investment Partners, LLC trimmed | 44,850 | $1M | 0.5% | 2025-Q4 stale |
| IronOak Wealth LLC. new | 44,038 | $1M | 0.4% | 2025-Q2 stale |
| FLOW TRADERS U.S. LLC trimmed | 40,103 | $1M | 0.4% | 2025-Q2 stale |
| IFG Advisory, LLC trimmed | 27,933 | $879K | 0.3% | 2025-Q4 stale |
| HRT FINANCIAL LP new | 19,624 | $573K | 0.2% | 2025-Q3 stale |
| Mutual Advisors, LLC trimmed | 13,332 | $420K | 0.1% | 2025-Q4 stale |
| Brookwood Investment Group LLC new | 14,304 | $354K | 0.1% | 2025-Q1 stale |
| B. Riley Wealth Advisors, Inc. new | 10,995 | $321K | 0.1% | 2025-Q3 stale |
| WMG Financial Advisors, LLC new | 10,000 | $292K | 0.1% | 2025-Q3 stale |
| GRIFFIN ASSET MANAGEMENT, INC. new | 9,104 | $266K | 0.1% | 2025-Q3 stale |
| Vanguard Capital Wealth Advisors new | 8,965 | $262K | 0.1% | 2025-Q3 stale |
| PRIVATE TRUST CO NA added | 6,206 | $181K | 0.1% | 2025-Q3 stale |
| UBS Group AG trimmed | 3,138 | $78K | 0.0% | 2025-Q1 stale |
| Wealthspire Advisors, LLC new | 893 | $26K | 0.0% | 2025-Q3 stale |
| Beacon Capital Management, Inc. trimmed | 562 | $18K | 0.0% | 2025-Q4 stale |
| HIGHLINE WEALTH PARTNERS LLC new | 500 | $15K | 0.0% | 2025-Q3 stale |
| COMERICA BANK | 92 | $3K | 0.0% | 2025-Q3 stale |
| Copia Wealth Management added | 87 | $3K | 0.0% | 2025-Q3 stale |
| ELEVATION POINT WEALTH PARTNERS, LLC new | 74 | $2K | 0.0% | 2025-Q2 stale |
| Kilter Group LLC trimmed | 0 | $12 | 0.0% | 2025-Q4 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.