GVAL(GVAL)
GVAL
Institutional Ownership
Top 84 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| ALM First Financial Advisors, LLC | 1.56M | Jun 30, 26 | +543.32K | 11.11% |
| Secure Asset Management, LLC | 47.11K | Jun 30, 26 | -175 | 0.33% |
| HBW Advisory Services LLC | 44.89K | Jun 30, 26 | +3.21K | 0.32% |
| McGrath & Associates, Inc. | 43.39K | Jun 30, 26 | +1.20K | 0.31% |
| Encompass More Asset Management | 18.74K | Jun 30, 26 | +9.80K | 0.13% |
| Whitcomb & Hess, Inc. | 10.22K | Jun 30, 26 | -408 | 0.07% |
| Longview Financial Advisors, Inc. | -- | Jun 30, 26 | -3.97K | -- |
| DAVENPORT & Co LLC | -- | Jun 30, 26 | -7.21K | -- |
| SMI Advisory Services, LLC | -- | Jun 30, 26 | -629.04K | -- |
| MORGAN STANLEY | 1.34M | Mar 31, 26 | +930.60K | 9.54% |
| Cambria Investment Management, L.P. | 1.12M | Mar 31, 26 | -74.50K | 7.97% |
| Fundamentum, LLC | 408.30K | Mar 31, 26 | +408.30K | 2.90% |
| ENVESTNET ASSET MANAGEMENT INC | 383.94K | Mar 31, 26 | +64.52K | 2.73% |
| JANE STREET GROUP, LLC | 359.98K | Mar 31, 26 | +359.98K | 2.56% |
| MML INVESTORS SERVICES, LLC | 359.35K | Mar 31, 26 | +30.26K | 2.55% |
| LPL Financial LLC | 308.93K | Mar 31, 26 | +87.10K | 2.20% |
| Rockport Wealth LLC | 260.08K | Mar 31, 26 | +68.88K | 1.85% |
| D.A. DAVIDSON & CO. | 234.07K | Mar 31, 26 | +112.47K | 1.66% |
| Sepio Capital, LP | 228.93K | Mar 31, 26 | +228.93K | 1.63% |
| Empowered Funds, LLC | 210.33K | Mar 31, 26 | +3.60K | 1.49% |
| RAYMOND JAMES FINANCIAL INC | 205.11K | Mar 31, 26 | +36.43K | 1.46% |
| ALTFEST L J & CO INC | 176.51K | Mar 31, 26 | -1.18K | 1.25% |
| OPTIMA CAPITAL LLC | 169.36K | Mar 31, 26 | +19.77K | 1.20% |
| Del-Sette Capital Management, LLC | 166.86K | Mar 31, 26 | +7.98K | 1.19% |
| Summit Financial, LLC | 149.76K | Mar 31, 26 | +53.83K | 1.06% |
| Atlas Wealth LLC | 138.21K | Mar 31, 26 | +78.62K | 0.98% |
| Fortis Group Advisors, LLC | 129.21K | Mar 31, 26 | +354 | 0.92% |
| Betterment LLC | 70.49K | Mar 31, 26 | -6.57K | 0.50% |
| Pekin Hardy Strauss, Inc. | 62.16K | Mar 31, 26 | +43.17K | 0.44% |
| Sound Financial Strategies Group, LLC | 61.37K | Mar 31, 26 | +61.37K | 0.44% |
| Janney Montgomery Scott LLC | 55.89K | Mar 31, 26 | +36.93K | 0.40% |
| Western Wealth Management, LLC | 49.74K | Mar 31, 26 | +49.74K | 0.35% |
| ADVISOR GROUP HOLDINGS, INC. | 44.64K | Mar 31, 26 | +43.05K | 0.32% |
| Farther Finance Advisors, LLC | 44.34K | Mar 31, 26 | -1.43K | 0.32% |
| PRUDENTIAL PLC | 43.00K | Mar 31, 26 | +4.80K | 0.31% |
| HighTower Advisors, LLC | 42.72K | Mar 31, 26 | +2.57K | 0.30% |
| COMMONWEALTH EQUITY SERVICES, LLC | 36.13K | Mar 31, 26 | +36.13K | 0.26% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 34.39K | Mar 31, 26 | +19.33K | 0.24% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 28.87K | Mar 31, 26 | +2.96K | 0.21% |
| STIFEL FINANCIAL CORP | 26.36K | Mar 31, 26 | +415 | 0.19% |
| CIBC WORLD MARKET INC. | 26.35K | Mar 31, 26 | +3.60K | 0.19% |
| Equitable Holdings, Inc. | 26.22K | Mar 31, 26 | +26.22K | 0.19% |
| Virtu Financial LLC | 23.65K | Mar 31, 26 | +23.65K | 0.17% |
| HARBOUR INVESTMENTS, INC. | 23.56K | Mar 31, 26 | +23.56K | 0.17% |
| JONES FINANCIAL COMPANIES LLLP | 22.81K | Mar 31, 26 | -2.26K | 0.16% |
| Financial Services Advisory Inc | 22.15K | Mar 31, 26 | -- | 0.16% |
| CITADEL ADVISORS LLC | 21.81K | Mar 31, 26 | +21.81K | 0.15% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 20.88K | Mar 31, 26 | +11.54K | 0.15% |
| Trademark Financial Management, LLC | 20.20K | Mar 31, 26 | +20.20K | 0.14% |
| ORG Wealth Partners, LLC | 18.56K | Mar 31, 26 | +18.56K | 0.13% |
| NewEdge Advisors, LLC | 15.82K | Mar 31, 26 | +15.82K | 0.11% |
| Stratos Wealth Advisors, LLC | 14.30K | Mar 31, 26 | +14.30K | 0.10% |
| ROYAL BANK OF CANADA | 11.42K | Mar 31, 26 | +9.71K | 0.08% |
| Essex Financial Services, Inc. | 11.21K | Mar 31, 26 | +11.21K | 0.08% |
| Belpointe Asset Management LLC | 9.64K | Mar 31, 26 | -2.56K | 0.07% |
| Legacy Bridge, LLC | 8.41K | Mar 31, 26 | -- | 0.06% |
| Atria Investments, Inc | 8.34K | Mar 31, 26 | +8.34K | 0.06% |
| MERCER GLOBAL ADVISORS INC /ADV | 8.28K | Mar 31, 26 | +8.28K | 0.06% |
| BANK OF AMERICA CORP /DE/ | 7.00K | Mar 31, 26 | -- | 0.05% |
| Astoria Portfolio Advisors LLC. | 6.22K | Mar 31, 26 | +18 | 0.04% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 5.65K | Mar 31, 26 | +1.85K | 0.04% |
| Stone House Investment Management, LLC | 5.25K | Mar 31, 26 | -- | 0.04% |
| Advisory Services Network, LLC | 4.78K | Mar 31, 26 | +4.78K | 0.03% |
| Golden State Equity Partners | 1.99K | Mar 31, 26 | +1.99K | 0.01% |
| NBC SECURITIES, INC. | 1.37K | Mar 31, 26 | +266 | 0.01% |
| Steward Partners Investment Advisory, LLC | 703 | Mar 31, 26 | +703 | 0.00% |
| AE Wealth Management LLC | 198 | Mar 31, 26 | +198 | 0.00% |
| EVOLUTION WEALTH MANAGEMENT INC. | 180 | Mar 31, 26 | -- | 0.00% |
| Sound Income Strategies, LLC | 105 | Mar 31, 26 | -- | 0.00% |
| SIGNATUREFD, LLC | 85 | Mar 31, 26 | +85 | 0.00% |
| CWM, LLC | 46 | Mar 31, 26 | -- | 0.00% |
| Jaffetilchin Investment Partners, LLC | -- | Mar 31, 26 | -44.85K | -- |
| Beacon Capital Management, Inc. | -- | Mar 31, 26 | -562 | -- |
| Mutual Advisors, LLC | -- | Mar 31, 26 | -13.33K | -- |
| IFG Advisory, LLC | -- | Mar 31, 26 | -27.93K | -- |
| COMERICA BANK | -- | Dec 31, 25 | -92 | -- |
| IronOak Wealth LLC. | 44.04K | Jun 30, 25 | +44.04K | 0.31% |
| JANICZEK WEALTH MANAGEMENT, LLC | 28 | Jun 30, 24 | -- | 0.00% |
| Cordasco Financial Network | 2.31K | Jun 30, 22 | -- | 0.02% |
| Private Capital Group, LLC | -- | Jun 30, 22 | -2.28K | -- |
| OLD MISSION CAPITAL, LLC | 47.57K | Dec 31, 20 | +47.57K | 0.34% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 1.61K | Dec 31, 19 | -39 | 0.01% |
| Geneva Advisors, LLC | 11.09K | Jun 30, 17 | +136 | 0.08% |
| UBS AG | 3.41K | Sep 30, 14 | +3.41K | 0.02% |