Who owns GVI (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-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
67 tracked funds added or opened GVI while 64 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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, EASTERN BANK, sizes it at 5.1% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 4.8pp 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 2025-Q4 and 2026-Q1, across 277 tracked filers holding GVI, 141 increased or opened the position and 130 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 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 11
- CIBC Bancorp USA Inc.$142M
- SOUTHERN MICHIGAN BANK & TRUST$30M
- FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$12M
- ISTHMUS PARTNERS, LLC$6M
- OneAscent Financial Services LLC$6M
- JOHNSON INVESTMENT COUNSEL INC$3M
Full exits 20
- CIBC Private Wealth Group LLC$136M
- John S. & James L. Knight Foundation, Inc.$70M
- COMMUNITY TRUST & INVESTMENT CO$12M
- MERITAGE PORTFOLIO MANAGEMENT$5M
- TUCKER ASSET MANAGEMENT LLC$3M
- Global Retirement Partners, LLC$3M
Largest adds
- EASTERN BANK$28M
- AMERIPRISE FINANCIAL INC$16M
- Choate Investment Advisors$10M
- CITADEL ADVISORS LLC$10M
- M&T Bank Corp$8M
- Midwest Trust Co$8M
Largest trims
- STIFEL FINANCIAL CORP$47M
- MORGAN STANLEY$18M
- Koss-Olinger Consulting, LLC$13M
- COMMERCE BANK$12M
- WELLS FARGO & COMPANY/MN$8M
- KEYBANK NATIONAL ASSOCIATION/OH$7M
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 |
|---|---|---|---|---|
| EASTERN BANK added | 2,744,355 | $293M | 8.2% | 2026-Q1 |
| Choate Investment Advisors added | 2,205,187 | $235M | 6.6% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 1,785,629 | $190M | 5.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,356,720 | $145M | 4.1% | 2026-Q1 |
| CIBC Bancorp USA Inc. new | 1,334,008 | $142M | 4.0% | 2026-Q1 |
| Midwest Trust Co added | 1,261,782 | $135M | 3.8% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,122,626 | $120M | 3.4% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 1,054,909 | $113M | 3.2% | 2026-Q1 |
| KEYBANK NATIONAL ASSOCIATION/OH trimmed | 946,175 | $101M | 2.8% | 2026-Q1 |
| GERMAN AMERICAN BANCORP, INC. added | 886,374 | $95M | 2.6% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 704,998 | $75M | 2.1% | 2026-Q1 |
| Bank of New York Mellon Corp added | 656,951 | $70M | 2.0% | 2026-Q1 |
| UMB Bank, n.a. trimmed | 613,117 | $65M | 1.8% | 2026-Q1 |
| Pinnacle Financial Partners, Inc. added | 612,088 | $65M | 1.8% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 512,210 | $55M | 1.5% | 2026-Q1 |
| D L CARLSON INVESTMENT GROUP INC added | 508,067 | $54M | 1.5% | 2026-Q1 |
| TCV Trust & Wealth Management, Inc. added | 462,586 | $49M | 1.4% | 2026-Q1 |
| BlackRock, Inc. trimmed | 399,627 | $43M | 1.2% | 2026-Q1 |
| HOWE & RUSLING INC added | 394,689 | $42M | 1.2% | 2026-Q1 |
| DT Investment Partners, LLC added | 392,064 | $42M | 1.2% | 2026-Q1 |
| HORIZON BANCORP INC /IN/ added | 298,301 | $32M | 0.9% | 2026-Q1 |
| OARSMAN CAPITAL, INC. added | 286,732 | $31M | 0.9% | 2026-Q1 |
| New York Life Investment Management LLC | 286,461 | $31M | 0.9% | 2026-Q1 |
| SOUTHERN MICHIGAN BANK & TRUST new | 281,442 | $30M | 0.8% | 2026-Q1 |
| US BANCORP \DE\ trimmed | 279,935 | $30M | 0.8% | 2026-Q1 |
| ASSETMARK, INC trimmed | 278,315 | $30M | 0.8% | 2026-Q1 |
| MORGAN STANLEY trimmed | 274,024 | $29M | 0.8% | 2026-Q1 |
| Strategic Financial Services, Inc. trimmed | 271,848 | $29M | 0.8% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 263,856 | $28M | 0.8% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 256,973 | $27M | 0.8% | 2026-Q1 |
| Alaska Permanent Capital Management, LLC added | 256,707 | $27M | 0.8% | 2026-Q1 |
| Allianz Asset Management GmbH added | 255,005 | $27M | 0.8% | 2026-Q1 |
| DAVENPORT & Co LLC added | 237,854 | $25M | 0.7% | 2026-Q1 |
| MERIDIAN MANAGEMENT CO added | 230,122 | $25M | 0.7% | 2026-Q1 |
| FIRST NATIONAL BANK OF OMAHA added | 227,549 | $24M | 0.7% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 220,147 | $23M | 0.7% | 2026-Q1 |
| Cetera Investment Advisers added | 219,335 | $23M | 0.7% | 2026-Q1 |
| BESSEMER GROUP INC added | 218,536 | $23M | 0.7% | 2026-Q1 |
| LPL Financial LLC trimmed | 208,615 | $22M | 0.6% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 188,802 | $20M | 0.6% | 2026-Q1 |
| FIRST CITIZENS BANK & TRUST CO added | 169,482 | $18M | 0.5% | 2026-Q1 |
| WASHINGTON TRUST Co added | 167,407 | $18M | 0.5% | 2026-Q1 |
| FLPUTNAM INVESTMENT MANAGEMENT CO trimmed | 161,321 | $17M | 0.5% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. added | 159,373 | $17M | 0.5% | 2026-Q1 |
| WEBSTER BANK, N. A. | 152,495 | $16M | 0.5% | 2026-Q1 |
| Koss-Olinger Consulting, LLC trimmed | 151,117 | $16M | 0.5% | 2026-Q1 |
| Composition Wealth, LLC added | 147,785 | $16M | 0.4% | 2026-Q1 |
| M&T Bank Corp trimmed | 144,003 | $15M | 0.4% | 2026-Q1 |
| BOKF, NA | 139,273 | $15M | 0.4% | 2026-Q1 |
| GREENWOOD CAPITAL ASSOCIATES LLC added | 138,660 | $15M | 0.4% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 129,389 | $14M | 0.4% | 2026-Q1 |
| GREENLEAF TRUST trimmed | 126,503 | $13M | 0.4% | 2026-Q1 |
| Badgley Phelps Wealth Managers, LLC added | 123,321 | $13M | 0.4% | 2026-Q1 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC new | 114,453 | $12M | 0.3% | 2026-Q1 |
| LOWE BROCKENBROUGH & CO INC trimmed | 113,226 | $12M | 0.3% | 2026-Q1 |
| Community Financial Services Group, LLC added | 110,537 | $12M | 0.3% | 2026-Q1 |
| UBS Group AG added | 99,666 | $11M | 0.3% | 2026-Q1 |
| Independent Solutions Wealth Management, LLC added | 90,261 | $10M | 0.3% | 2026-Q1 |
| Bank of New Hampshire trimmed | 88,885 | $9M | 0.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 87,509 | $9M | 0.3% | 2026-Q1 |
| Patriot Financial Group Insurance Agency, LLC added | 86,180 | $9M | 0.3% | 2026-Q1 |
| HANTZ FINANCIAL SERVICES, INC. trimmed | 85,197 | $9M | 0.3% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 81,738 | $9M | 0.2% | 2026-Q1 |
| Sepio Capital, LP trimmed | 80,733 | $9M | 0.2% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed | 77,747 | $8M | 0.2% | 2026-Q1 |
| AMG National Trust Bank added | 73,086 | $8M | 0.2% | 2026-Q1 |
| Argent Trust Co added | 72,171 | $8M | 0.2% | 2026-Q1 |
| SVB WEALTH LLC trimmed | 71,227 | $8M | 0.2% | 2026-Q1 |
| C M BIDWELL & ASSOCIATES LTD added | 70,185 | $7M | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC added | 63,483 | $7M | 0.2% | 2026-Q1 |
| CHOREO, LLC | 61,460 | $7M | 0.2% | 2026-Q1 |
| Bryn Mawr Trust Advisors, LLC trimmed | 60,206 | $6M | 0.2% | 2026-Q1 |
| COMMERCE BANK trimmed | 60,075 | $6M | 0.2% | 2026-Q1 |
| First National Trust Co added | 58,764 | $6M | 0.2% | 2026-Q1 |
| ISTHMUS PARTNERS, LLC new | 57,592 | $6M | 0.2% | 2026-Q1 |
| OneAscent Financial Services LLC added | 56,939 | $6M | 0.2% | 2026-Q1 |
| Atria Investments, Inc trimmed | 55,572 | $6M | 0.2% | 2026-Q1 |
| Johnson Financial Group, Inc. trimmed | 55,518 | $6M | 0.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 52,860 | $6M | 0.2% | 2026-Q1 |
| Sequoia Financial Advisors, LLC trimmed | 52,797 | $6M | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 51,502 | $5M | 0.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 48,995 | $5M | 0.1% | 2026-Q1 |
| Trail Ridge Investment Advisors, LLC trimmed | 47,556 | $5M | 0.1% | 2026-Q1 |
| New Hampshire Trust added | 47,491 | $5M | 0.1% | 2026-Q1 |
| MAIMON WEALTH MANAGEMENT LTD. added | 47,545 | $5M | 0.1% | 2026-Q1 |
| WHITTIER TRUST CO trimmed | 47,364 | $5M | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 46,435 | $5M | 0.1% | 2026-Q1 |
| Connecticut Wealth Management, LLC added | 43,637 | $5M | 0.1% | 2026-Q1 |
| CIBC Private Wealth Group LLC added | 1,263,682 | $136M | 3.8% | 2025-Q4 stale |
| FINANCIAL COUNSELORS INC added | 980,095 | $104M | 2.9% | 2025-Q1 stale |
| John S. & James L. Knight Foundation, Inc. new | 652,458 | $70M | 2.0% | 2025-Q4 stale |
| SYNOVUS FINANCIAL CORP added | 576,665 | $62M | 1.7% | 2025-Q3 stale |
| COUNTRY CLUB BANK added | 178,469 | $19M | 0.5% | 2025-Q3 stale |
| CONNING INC. added | 117,107 | $12M | 0.3% | 2025-Q1 stale |
| COMMUNITY TRUST & INVESTMENT CO added | 114,419 | $12M | 0.3% | 2025-Q4 stale |
| CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC | 64,257 | $7M | 0.2% | 2025-Q1 stale |
| CW Advisors, LLC added | 47,822 | $5M | 0.1% | 2025-Q2 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 47,327 | $5M | 0.1% | 2025-Q2 stale |
| Integrated Investment Consultants, LLC trimmed | 46,994 | $5M | 0.1% | 2025-Q1 stale |
| MERITAGE PORTFOLIO MANAGEMENT added | 46,408 | $5M | 0.1% | 2025-Q4 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.