Who owns GVI
Which tracked institutional funds hold GVI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See GVI company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-02). 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
57 tracked funds added or opened GVI while 66 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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
GVI’s largest tracked holder by dollar value, Choate Investment Advisors, sizes it at 4.2% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 4.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in GVI 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 2026-Q1 and 2026-Q2, across 266 tracked filers holding GVI, 144 increased or opened the position and 128 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 GVI between the 2026-Q1 and 2026-Q2 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 4
- Global Retirement Partners, LLC$3M
- AXXCESS WEALTH MANAGEMENT, LLC$1M
- Cypress Capital Group$796K
- J.W. COLE ADVISORS, INC.$621K
Full exits 20
- BESSEMER GROUP INC$23M
- Cambridge Investment Research Advisors, Inc.$9M
- HANTZ FINANCIAL SERVICES, INC.$9M
- HighTower Advisors, LLC$4M
- PROFFITT & GOODSON INC$3M
- Legacy Wealth Partners, LLC$2M
Largest adds
- Envestnet Portfolio Solutions, Inc.$73M
- FIRST CITIZENS BANK & TRUST CO$70M
- BANK OF AMERICA CORP /DE/$16M
- Curi Capital, LLC$10M
- Pinnacle Financial Partners, Inc.$9M
- Midwest Trust Co$9M
Largest trims
- EASTERN BANK$122M
- ASSETMARK, INC$29M
- STIFEL FINANCIAL CORP$23M
- DAVENPORT & Co LLC$15M
- Koss-Olinger Consulting, LLC$9M
- FIFTH THIRD BANCORP$9M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Choate Investment Advisors added | 2,259,954 | $240M | 7.6% | 2026-Q2 |
| EASTERN BANK trimmed | 1,608,418 | $171M | 5.4% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 1,574,706 | $167M | 5.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,512,565 | $160M | 5.1% | 2026-Q2 |
| CIBC Bancorp USA Inc. added | 1,350,840 | $143M | 4.5% | 2026-Q2 |
| Midwest Trust Co added | 1,350,277 | $143M | 4.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 1,115,839 | $118M | 3.7% | 2026-Q2 |
| KEYBANK NATIONAL ASSOCIATION/OH added | 996,748 | $106M | 3.3% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 977,585 | $104M | 3.3% | 2026-Q2 |
| GERMAN AMERICAN BANCORP, INC. added | 941,740 | $100M | 3.2% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 851,824 | $90M | 2.9% | 2026-Q2 |
| FIRST CITIZENS BANK & TRUST CO added | 832,035 | $88M | 2.8% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 752,399 | $80M | 2.5% | 2026-Q2 |
| Bank of New York Mellon Corp added | 740,416 | $79M | 2.5% | 2026-Q2 |
| Pinnacle Financial Partners, Inc. added | 702,746 | $75M | 2.4% | 2026-Q2 |
| UMB Bank, n.a. trimmed | 582,564 | $62M | 2.0% | 2026-Q2 |
| D L CARLSON INVESTMENT GROUP INC added | 552,150 | $59M | 1.9% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 538,408 | $57M | 1.8% | 2026-Q2 |
| TCV Trust & Wealth Management, Inc. added | 474,804 | $50M | 1.6% | 2026-Q2 |
| DT Investment Partners, LLC added | 428,821 | $45M | 1.4% | 2026-Q2 |
| HOWE & RUSLING INC added | 411,980 | $44M | 1.4% | 2026-Q2 |
| BlackRock, Inc. trimmed | 397,055 | $42M | 1.3% | 2026-Q2 |
| HORIZON BANCORP INC /IN/ trimmed | 295,368 | $31M | 1.0% | 2026-Q2 |
| New York Life Investment Management LLC | 286,461 | $30M | 1.0% | 2026-Q2 |
| SOUTHERN MICHIGAN BANK & TRUST added | 281,916 | $30M | 0.9% | 2026-Q2 |
| Alaska Permanent Capital Management, LLC added | 273,625 | $29M | 0.9% | 2026-Q2 |
| OARSMAN CAPITAL, INC. trimmed | 267,498 | $28M | 0.9% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 266,055 | $28M | 0.9% | 2026-Q2 |
| US BANCORP \DE\ trimmed | 263,577 | $28M | 0.9% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 262,874 | $28M | 0.9% | 2026-Q2 |
| Allianz Asset Management GmbH added | 261,430 | $28M | 0.9% | 2026-Q2 |
| Strategic Financial Services, Inc. trimmed | 259,171 | $27M | 0.9% | 2026-Q2 |
| MORGAN STANLEY trimmed | 258,860 | $27M | 0.9% | 2026-Q2 |
| MERIDIAN MANAGEMENT CO added | 230,306 | $24M | 0.8% | 2026-Q2 |
| FIRST NATIONAL BANK OF OMAHA trimmed | 217,033 | $23M | 0.7% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 215,133 | $23M | 0.7% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 211,829 | $22M | 0.7% | 2026-Q2 |
| LPL Financial LLC added | 210,247 | $22M | 0.7% | 2026-Q2 |
| M&T Bank Corp added | 206,374 | $22M | 0.7% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 188,629 | $20M | 0.6% | 2026-Q2 |
| WASHINGTON TRUST Co added | 168,824 | $18M | 0.6% | 2026-Q2 |
| WEBSTER BANK, N. A. added | 163,825 | $17M | 0.5% | 2026-Q2 |
| Composition Wealth, LLC added | 152,823 | $16M | 0.5% | 2026-Q2 |
| GREENWOOD CAPITAL ASSOCIATES LLC added | 141,133 | $15M | 0.5% | 2026-Q2 |
| BOKF, NA | 139,273 | $15M | 0.5% | 2026-Q2 |
| Badgley Phelps Wealth Managers, LLC added | 137,101 | $15M | 0.5% | 2026-Q2 |
| FLPUTNAM INVESTMENT MANAGEMENT CO trimmed | 130,597 | $14M | 0.4% | 2026-Q2 |
| GREENLEAF TRUST trimmed | 119,739 | $13M | 0.4% | 2026-Q2 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC added | 116,370 | $12M | 0.4% | 2026-Q2 |
| LOWE BROCKENBROUGH & CO INC added | 115,460 | $12M | 0.4% | 2026-Q2 |
| Community Financial Services Group, LLC added | 113,885 | $12M | 0.4% | 2026-Q2 |
| Sepio Capital, LP added | 108,902 | $12M | 0.4% | 2026-Q2 |
| Curi Capital, LLC added | 106,909 | $11M | 0.4% | 2026-Q2 |
| SVB WEALTH LLC added | 102,040 | $11M | 0.3% | 2026-Q2 |
| DAVENPORT & Co LLC trimmed | 101,282 | $11M | 0.3% | 2026-Q2 |
| Argent Trust Co added | 92,638 | $10M | 0.3% | 2026-Q2 |
| Independent Solutions Wealth Management, LLC added | 90,932 | $10M | 0.3% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 88,442 | $9M | 0.3% | 2026-Q2 |
| Bank of New Hampshire trimmed | 80,321 | $9M | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 78,682 | $8M | 0.3% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 78,414 | $8M | 0.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 77,561 | $8M | 0.3% | 2026-Q2 |
| C M BIDWELL & ASSOCIATES LTD added | 74,120 | $8M | 0.2% | 2026-Q2 |
| UBS Group AG trimmed | 72,793 | $8M | 0.2% | 2026-Q2 |
| COMMERCE BANK added | 66,747 | $7M | 0.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 65,755 | $7M | 0.2% | 2026-Q2 |
| Koss-Olinger Consulting, LLC trimmed | 65,021 | $7M | 0.2% | 2026-Q2 |
| AMG National Trust Bank trimmed | 61,534 | $7M | 0.2% | 2026-Q2 |
| CHOREO, LLC | 61,460 | $7M | 0.2% | 2026-Q2 |
| TUCKER ASSET MANAGEMENT LLC trimmed | 61,422 | $7M | 0.2% | 2026-Q2 |
| First National Trust Co added | 60,805 | $6M | 0.2% | 2026-Q2 |
| Bryn Mawr Trust Advisors, LLC trimmed | 58,539 | $6M | 0.2% | 2026-Q2 |
| OneAscent Financial Services LLC added | 57,582 | $6M | 0.2% | 2026-Q2 |
| ISTHMUS PARTNERS, LLC trimmed | 56,442 | $6M | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC added | 55,549 | $6M | 0.2% | 2026-Q2 |
| Johnson Financial Group, Inc. trimmed | 55,444 | $6M | 0.2% | 2026-Q2 |
| MAIMON WEALTH MANAGEMENT LTD. added | 54,775 | $6M | 0.2% | 2026-Q2 |
| Atria Investments, Inc trimmed | 51,950 | $6M | 0.2% | 2026-Q2 |
| Sequoia Financial Advisors, LLC trimmed | 50,653 | $5M | 0.2% | 2026-Q2 |
| Trail Ridge Investment Advisors, LLC added | 50,189 | $5M | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 50,097 | $5M | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 49,477 | $5M | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 49,446 | $5M | 0.2% | 2026-Q2 |
| New Hampshire Trust added | 48,999 | $5M | 0.2% | 2026-Q2 |
| Connecticut Wealth Management, LLC added | 48,772 | $5M | 0.2% | 2026-Q2 |
| WHITTIER TRUST CO trimmed | 46,991 | $5M | 0.2% | 2026-Q2 |
| UNION SAVINGS BANK added | 45,108 | $5M | 0.2% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 45,005 | $5M | 0.2% | 2026-Q2 |
| Patriot Financial Group Insurance Agency, LLC trimmed | 44,548 | $5M | 0.1% | 2026-Q2 |
| MassMutual Private Wealth & Trust, FSB added | 43,570 | $5M | 0.1% | 2026-Q2 |
| Gilbert Capital Group, Inc. trimmed | 41,854 | $4M | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 41,642 | $4M | 0.1% | 2026-Q2 |
| Atwater Malick LLC added | 40,794 | $4M | 0.1% | 2026-Q2 |
| Baird Financial Group, Inc. added | 40,407 | $4M | 0.1% | 2026-Q2 |
| WESBANCO BANK INC added | 35,692 | $4M | 0.1% | 2026-Q2 |
| Patten Group, Inc. trimmed | 34,509 | $4M | 0.1% | 2026-Q2 |
| Haverford Trust Co added | 33,946 | $4M | 0.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 33,867 | $4M | 0.1% | 2026-Q2 |
| 1ST SOURCE BANK trimmed | 33,615 | $4M | 0.1% | 2026-Q2 |
| FIRST AMERICAN TRUST, FSB trimmed | 33,470 | $4M | 0.1% | 2026-Q2 |
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.