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Institutional Ownership · SEC Form 13F

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.

277
Institutional holders
31,099,876
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
EASTERN BANK added2,744,355$293M8.2%2026-Q1
Choate Investment Advisors added2,205,187$235M6.6%2026-Q1
STIFEL FINANCIAL CORP trimmed1,785,629$190M5.3%2026-Q1
BANK OF AMERICA CORP /DE/ added1,356,720$145M4.1%2026-Q1
CIBC Bancorp USA Inc. new1,334,008$142M4.0%2026-Q1
Midwest Trust Co added1,261,782$135M3.8%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added1,122,626$120M3.4%2026-Q1
FIFTH THIRD BANCORP added1,054,909$113M3.2%2026-Q1
KEYBANK NATIONAL ASSOCIATION/OH trimmed946,175$101M2.8%2026-Q1
GERMAN AMERICAN BANCORP, INC. added886,374$95M2.6%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. trimmed704,998$75M2.1%2026-Q1
Bank of New York Mellon Corp added656,951$70M2.0%2026-Q1
UMB Bank, n.a. trimmed613,117$65M1.8%2026-Q1
Pinnacle Financial Partners, Inc. added612,088$65M1.8%2026-Q1
JPMORGAN CHASE & CO added512,210$55M1.5%2026-Q1
D L CARLSON INVESTMENT GROUP INC added508,067$54M1.5%2026-Q1
TCV Trust & Wealth Management, Inc. added462,586$49M1.4%2026-Q1
BlackRock, Inc. trimmed399,627$43M1.2%2026-Q1
HOWE & RUSLING INC added394,689$42M1.2%2026-Q1
DT Investment Partners, LLC added392,064$42M1.2%2026-Q1
HORIZON BANCORP INC /IN/ added298,301$32M0.9%2026-Q1
OARSMAN CAPITAL, INC. added286,732$31M0.9%2026-Q1
New York Life Investment Management LLC286,461$31M0.9%2026-Q1
SOUTHERN MICHIGAN BANK & TRUST new281,442$30M0.8%2026-Q1
US BANCORP \DE\ trimmed279,935$30M0.8%2026-Q1
ASSETMARK, INC trimmed278,315$30M0.8%2026-Q1
MORGAN STANLEY trimmed274,024$29M0.8%2026-Q1
Strategic Financial Services, Inc. trimmed271,848$29M0.8%2026-Q1
WELLS FARGO & COMPANY/MN trimmed263,856$28M0.8%2026-Q1
ROYAL BANK OF CANADA added256,973$27M0.8%2026-Q1
Alaska Permanent Capital Management, LLC added256,707$27M0.8%2026-Q1
Allianz Asset Management GmbH added255,005$27M0.8%2026-Q1
DAVENPORT & Co LLC added237,854$25M0.7%2026-Q1
MERIDIAN MANAGEMENT CO added230,122$25M0.7%2026-Q1
FIRST NATIONAL BANK OF OMAHA added227,549$24M0.7%2026-Q1
AMERIPRISE FINANCIAL INC added220,147$23M0.7%2026-Q1
Cetera Investment Advisers added219,335$23M0.7%2026-Q1
BESSEMER GROUP INC added218,536$23M0.7%2026-Q1
LPL Financial LLC trimmed208,615$22M0.6%2026-Q1
CAPTRUST FINANCIAL ADVISORS added188,802$20M0.6%2026-Q1
FIRST CITIZENS BANK & TRUST CO added169,482$18M0.5%2026-Q1
WASHINGTON TRUST Co added167,407$18M0.5%2026-Q1
FLPUTNAM INVESTMENT MANAGEMENT CO trimmed161,321$17M0.5%2026-Q1
Envestnet Portfolio Solutions, Inc. added159,373$17M0.5%2026-Q1
WEBSTER BANK, N. A.152,495$16M0.5%2026-Q1
Koss-Olinger Consulting, LLC trimmed151,117$16M0.5%2026-Q1
Composition Wealth, LLC added147,785$16M0.4%2026-Q1
M&T Bank Corp trimmed144,003$15M0.4%2026-Q1
BOKF, NA139,273$15M0.4%2026-Q1
GREENWOOD CAPITAL ASSOCIATES LLC added138,660$15M0.4%2026-Q1
CITADEL ADVISORS LLC added129,389$14M0.4%2026-Q1
GREENLEAF TRUST trimmed126,503$13M0.4%2026-Q1
Badgley Phelps Wealth Managers, LLC added123,321$13M0.4%2026-Q1
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC new114,453$12M0.3%2026-Q1
LOWE BROCKENBROUGH & CO INC trimmed113,226$12M0.3%2026-Q1
Community Financial Services Group, LLC added110,537$12M0.3%2026-Q1
UBS Group AG added99,666$11M0.3%2026-Q1
Independent Solutions Wealth Management, LLC added90,261$10M0.3%2026-Q1
Bank of New Hampshire trimmed88,885$9M0.3%2026-Q1
Cambridge Investment Research Advisors, Inc. added87,509$9M0.3%2026-Q1
Patriot Financial Group Insurance Agency, LLC added86,180$9M0.3%2026-Q1
HANTZ FINANCIAL SERVICES, INC. trimmed85,197$9M0.3%2026-Q1
BANK OF MONTREAL /CAN/ added81,738$9M0.2%2026-Q1
Sepio Capital, LP trimmed80,733$9M0.2%2026-Q1
UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed77,747$8M0.2%2026-Q1
AMG National Trust Bank added73,086$8M0.2%2026-Q1
Argent Trust Co added72,171$8M0.2%2026-Q1
SVB WEALTH LLC trimmed71,227$8M0.2%2026-Q1
C M BIDWELL & ASSOCIATES LTD added70,185$7M0.2%2026-Q1
Private Advisor Group, LLC added63,483$7M0.2%2026-Q1
CHOREO, LLC61,460$7M0.2%2026-Q1
Bryn Mawr Trust Advisors, LLC trimmed60,206$6M0.2%2026-Q1
COMMERCE BANK trimmed60,075$6M0.2%2026-Q1
First National Trust Co added58,764$6M0.2%2026-Q1
ISTHMUS PARTNERS, LLC new57,592$6M0.2%2026-Q1
OneAscent Financial Services LLC added56,939$6M0.2%2026-Q1
Atria Investments, Inc trimmed55,572$6M0.2%2026-Q1
Johnson Financial Group, Inc. trimmed55,518$6M0.2%2026-Q1
TRUIST FINANCIAL CORP added52,860$6M0.2%2026-Q1
Sequoia Financial Advisors, LLC trimmed52,797$6M0.2%2026-Q1
OSAIC HOLDINGS, INC. trimmed51,502$5M0.2%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed48,995$5M0.1%2026-Q1
Trail Ridge Investment Advisors, LLC trimmed47,556$5M0.1%2026-Q1
New Hampshire Trust added47,491$5M0.1%2026-Q1
MAIMON WEALTH MANAGEMENT LTD. added47,545$5M0.1%2026-Q1
WHITTIER TRUST CO trimmed47,364$5M0.1%2026-Q1
JANE STREET GROUP, LLC added46,435$5M0.1%2026-Q1
Connecticut Wealth Management, LLC added43,637$5M0.1%2026-Q1
CIBC Private Wealth Group LLC added1,263,682$136M3.8%2025-Q4 stale
FINANCIAL COUNSELORS INC added980,095$104M2.9%2025-Q1 stale
John S. & James L. Knight Foundation, Inc. new652,458$70M2.0%2025-Q4 stale
SYNOVUS FINANCIAL CORP added576,665$62M1.7%2025-Q3 stale
COUNTRY CLUB BANK added178,469$19M0.5%2025-Q3 stale
CONNING INC. added117,107$12M0.3%2025-Q1 stale
COMMUNITY TRUST & INVESTMENT CO added114,419$12M0.3%2025-Q4 stale
CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC64,257$7M0.2%2025-Q1 stale
CW Advisors, LLC added47,822$5M0.1%2025-Q2 stale
AVANTAX ADVISORY SERVICES, INC. added47,327$5M0.1%2025-Q2 stale
Integrated Investment Consultants, LLC trimmed46,994$5M0.1%2025-Q1 stale
MERITAGE PORTFOLIO MANAGEMENT added46,408$5M0.1%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.

HoldersTotal shares

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.

Learn how to read institutional ownership