ZI
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ZEGA Investments’s Gotham 1000 Value ETF GVLU Stock Holding History

ZEGA Investments’s Portfolio GVLU Stock Details GVLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$628K Buy
+24,806
New +$639K 0.07% 154

Other funds holding GVLU

GAM
Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CIC
Carnegie Investment Counsel Pepper Pike, Ohio $5.13B AUM 22.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CWM
Centric Wealth Management Chicago, Illinois $501M AUM 15.27% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

ZEGA Investments's GVLU Position: Q1 2026 in Review

ZEGA Investments opened a new position in Gotham 1000 Value ETF (GVLU) in Q1 2026: 24,806 shares worth $628K. The stake represents 0.07% of the portfolio and ranks #154 among its holdings.

17 funds tracked by Wall St. Rank hold GVLU as of Q1 2026.

  • ZEGA Investments held 24,806 shares of Gotham 1000 Value ETF worth $628K as of Q1 2026.
  • Gotham 1000 Value ETF was a new ZEGA Investments position in Q1 2026.
  • Gotham 1000 Value ETF made up 0.07% of ZEGA Investments's portfolio in Q1 2026, its #154 holding.
  • 17 funds tracked by Wall St. Rank held Gotham 1000 Value ETF as of Q1 2026.

Based on ZEGA Investments's 13F filing for Q1 2026, filed 11 May 2026.