% of shares outstanding is not shown for GVI: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for GVI in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | EASTERN BANK | 2,744,3552.7M | $293M | — | ADD 11% |
| 2 | Choate Investment Advisors | 2,205,1872.2M | $235M | — | ADD 5% |
| 3 | STIFEL FINANCIAL CORP | 1,785,6291.8M | $190M | — | TRIM -19% |
| 4 | BANK OF AMERICA CORP /DE/ | 1,356,7201.4M | $145M | — | ADD 5% |
| 5 | CIBC Bancorp USA Inc. | 1,334,0081.3M | $142M | — | NEW |
| 6 | Midwest Trust Co | 1,261,7821.3M | $135M | — | ADD 7% |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 1,122,6261.1M | $120M | — | ADD 3% |
| 8 | FIFTH THIRD BANCORP | 1,054,9091.1M | $113M | — | ADD 7% |
| 9 | KEYBANK NATIONAL ASSOCIATION/OH | 946,175946,175 | $101M | — | TRIM -6% |
| 10 | GERMAN AMERICAN BANCORP, INC. | 886,374886,374 | $95M | — | ADD 4% |
| 11 | PNC FINANCIAL SERVICES GROUP, INC. | 704,998704,998 | $75M | — | TRIM -3% |
| 12 | Bank of New York Mellon Corp | 656,951656,951 | $70M | — | ADD 6% |
| 13 | UMB Bank, n.a. | 613,117613,117 | $65M | — | TRIM -9% |
| 14 | Pinnacle Financial Partners, Inc. | 612,088612,088 | $65M | — | ADD 5% |
| 15 | JPMORGAN CHASE & CO | 512,210512,210 | $55M | — | ADD 5% |
| 16 | D L CARLSON INVESTMENT GROUP INC | 508,067508,067 | $54M | — | ADD 9% |
| 17 | TCV Trust & Wealth Management, Inc. | 462,586462,586 | $49M | — | ADD 4% |
| 18 | BlackRock, Inc. | 399,627399,627 | $43M | — | TRIM -4% |
| 19 | HOWE & RUSLING INC | 394,689394,689 | $42M | — | ADD 6% |
| 20 | DT Investment Partners, LLC | 392,064392,064 | $42M | — | — |
| 21 | HORIZON BANCORP INC /IN/ | 298,301298,301 | $32M | — | ADD 6% |
| 22 | OARSMAN CAPITAL, INC. | 286,732286,732 | $31M | — | ADD 23% |
| 23 | New York Life Investment Management LLC | 286,461286,461 | $31M | — | — |
| 24 | SOUTHERN MICHIGAN BANK & TRUST | 281,442281,442 | $30M | — | NEW |
| 25 | US BANCORP \DE\ | 279,935279,935 | $30M | — | TRIM -18% |
| 26 | ASSETMARK, INC | 278,315278,315 | $30M | — | — |
| 27 | MORGAN STANLEY | 274,024274,024 | $29M | — | TRIM -37% |
| 28 | Strategic Financial Services, Inc. | 271,848271,848 | $29M | — | — |
| 29 | WELLS FARGO & COMPANY/MN | 263,856263,856 | $28M | — | TRIM -22% |
| 30 | ROYAL BANK OF CANADA | 256,973256,973 | $27M | — | ADD 3% |
| 31 | Alaska Permanent Capital Management, LLC | 256,707256,707 | $27M | — | ADD 3% |
| 32 | Allianz Asset Management GmbH | 255,005255,005 | $27M | — | — |
| 33 | DAVENPORT & Co LLC | 237,854237,854 | $25M | — | ADD 3% |
| 34 | MERIDIAN MANAGEMENT CO | 230,122230,122 | $25M | — | — |
| 35 | FIRST NATIONAL BANK OF OMAHA | 227,549227,549 | $24M | — | ADD 5% |
| 36 | AMERIPRISE FINANCIAL INC | 220,147220,147 | $23M | — | ADD 238% |
| 37 | Cetera Investment Advisers | 219,335219,335 | $23M | — | ADD 5% |
| 38 | BESSEMER GROUP INC | 218,536218,536 | $23M | — | ADD 33% |
| 39 | LPL Financial LLC | 208,615208,615 | $22M | — | TRIM -2% |
| 40 | CAPTRUST FINANCIAL ADVISORS | 188,802188,802 | $20M | — | ADD 17% |
| 41 | FIRST CITIZENS BANK & TRUST CO | 169,482169,482 | $18M | — | ADD 4% |
| 42 | WASHINGTON TRUST Co | 167,407167,407 | $18M | — | ADD 4% |
| 43 | FLPUTNAM INVESTMENT MANAGEMENT CO | 161,321161,321 | $17M | — | — |
| 44 | Envestnet Portfolio Solutions, Inc. | 159,373159,373 | $17M | — | ADD 2% |
| 45 | WEBSTER BANK, N. A. | 152,495152,495 | $16M | — | — |
| 46 | Koss-Olinger Consulting, LLC | 151,117151,117 | $16M | — | TRIM -44% |
| 47 | Composition Wealth, LLC | 147,785147,785 | $16M | — | ADD 6% |
| 48 | M&T Bank Corp | 144,003144,003 | $15M | — | TRIM -12% |
| 49 | BOKF, NA | 139,273139,273 | $15M | — | — |
| 50 | GREENWOOD CAPITAL ASSOCIATES LLC | 138,660138,660 | $15M | — | — |
| 51 | CITADEL ADVISORS LLC | 129,389129,389 | $14M | — | ADD 243% |
| 52 | GREENLEAF TRUST | 126,503126,503 | $13M | — | TRIM -4% |
| 53 | Badgley Phelps Wealth Managers, LLC | 123,321123,321 | $13M | — | ADD 12% |
| 54 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 114,453114,453 | $12M | — | NEW |
| 55 | LOWE BROCKENBROUGH & CO INC | 113,226113,226 | $12M | — | — |
| 56 | Community Financial Services Group, LLC | 110,537110,537 | $12M | — | ADD 3% |
| 57 | UBS Group AG | 99,66699,666 | $11M | — | ADD 23% |
| 58 | Independent Solutions Wealth Management, LLC | 90,26190,261 | $10M | — | — |
| 59 | Bank of New Hampshire | 88,88588,885 | $9M | — | TRIM -8% |
| 60 | Cambridge Investment Research Advisors, Inc. | 87,50987,509 | $9M | — | ADD 9% |
| 61 | Patriot Financial Group Insurance Agency, LLC | 86,18086,180 | $9M | — | ADD 100% |
| 62 | HANTZ FINANCIAL SERVICES, INC. | 85,19785,197 | $9M | — | TRIM -14% |
| 63 | BANK OF MONTREAL /CAN/ | 81,73881,738 | $9M | — | ADD 6% |
| 64 | Sepio Capital, LP | 80,73380,733 | $9M | — | — |
| 65 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 77,74777,747 | $8M | — | TRIM -8% |
| 66 | AMG National Trust Bank | 73,08673,086 | $8M | — | ADD 11% |
| 67 | Argent Trust Co | 72,17172,171 | $8M | — | ADD 27% |
| 68 | SVB WEALTH LLC | 71,22771,227 | $8M | — | — |
| 69 | C M BIDWELL & ASSOCIATES LTD | 70,18570,185 | $7M | — | — |
| 70 | Private Advisor Group, LLC | 63,48363,483 | $7M | — | ADD 50% |
| 71 | CHOREO, LLC | 61,46061,460 | $7M | — | — |
| 72 | Bryn Mawr Trust Advisors, LLC | 60,20660,206 | $6M | — | TRIM -5% |
| 73 | COMMERCE BANK | 60,07560,075 | $6M | — | TRIM -64% |
| 74 | First National Trust Co | 58,76458,764 | $6M | — | — |
| 75 | ISTHMUS PARTNERS, LLC | 57,59257,592 | $6M | — | NEW |
| 76 | OneAscent Financial Services LLC | 56,93956,939 | $6M | — | NEW |
| 77 | Atria Investments, Inc | 55,57255,572 | $6M | — | — |
| 78 | Johnson Financial Group, Inc. | 55,51855,518 | $6M | — | TRIM -43% |
| 79 | TRUIST FINANCIAL CORP | 52,86052,860 | $6M | — | ADD 5% |
| 80 | Sequoia Financial Advisors, LLC | 52,79752,797 | $6M | — | TRIM -6% |
| 81 | OSAIC HOLDINGS, INC. | 51,50251,502 | $5M | — | TRIM -25% |
| 82 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 48,99548,995 | $5M | — | TRIM -42% |
| 83 | Trail Ridge Investment Advisors, LLC | 47,55647,556 | $5M | — | — |
| 84 | New Hampshire Trust | 47,49147,491 | $5M | — | ADD 23% |
| 85 | MAIMON WEALTH MANAGEMENT LTD. | 47,54547,545 | $5M | — | ADD 26% |
| 86 | WHITTIER TRUST CO | 47,36447,364 | $5M | — | TRIM -2% |
| 87 | JANE STREET GROUP, LLC | 46,43546,435 | $5M | — | ADD 54% |
| 88 | Connecticut Wealth Management, LLC | 43,63743,637 | $5M | — | — |
| 89 | HSBC HOLDINGS PLC | 43,42843,428 | $5M | — | TRIM -53% |
| 90 | 1ST SOURCE BANK | 43,29043,290 | $5M | — | TRIM -7% |
| 91 | Gilbert Capital Group, Inc. | 43,00643,006 | $5M | — | ADD 6% |
| 92 | MassMutual Private Wealth & Trust, FSB | 42,08042,080 | $4M | — | — |
| 93 | UNION SAVINGS BANK | 41,31141,311 | $4M | — | ADD 8% |
| 94 | FIRST AMERICAN TRUST, FSB | 39,23239,232 | $4M | — | TRIM -62% |
| 95 | Baird Financial Group, Inc. | 38,38438,384 | $4M | — | — |
| 96 | HighTower Advisors, LLC | 36,35236,352 | $4M | — | TRIM -4% |
| 97 | Patten Group, Inc. | 35,58535,585 | $4M | — | — |
| 98 | Haverford Trust Co | 32,62732,627 | $3M | — | TRIM -16% |
| 99 | GOLDMAN SACHS GROUP INC | 31,56931,569 | $3M | — | ADD 26% |
| 100 | REGIONS FINANCIAL CORP | 30,16730,167 | $3M | — | ADD 49% |
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| EASTERN BANK | 1.4M | 1.9M | 2.4M | 2.4M | 2.5M | 2.7M | $293M |
| Choate Investment Advisors | — | — | — | 1.9M | 2.1M | 2.2M | $235M |
| STIFEL FINANCIAL CORP | 1.5M | 1.9M | 1.7M | 2.6M | 2.2M | 1.8M | $190M |
| BANK OF AMERICA CORP /DE/ | 1.7M | 1.8M | 1.6M | 1.5M | 1.3M | 1.4M | $145M |
| CIBC Bancorp USA Inc. | — | — | — | — | — | 1.3M | $142M |
| Midwest Trust Co | — | — | 1.0M | 1.0M | 1.2M | 1.3M | $135M |
| ENVESTNET ASSET MANAGEMENT INC | 1.3M | 1.1M | 1.1M | 1.1M | 1.1M | 1.1M | $120M |
| FIFTH THIRD BANCORP | 1.1M | 1.1M | 1.1M | 962K | 987K | 1.1M | $113M |
| KEYBANK NATIONAL ASSOCIATION/OH | 1.0M | 884K | 961K | 995K | 1.0M | 946K | $101M |
| GERMAN AMERICAN BANCORP, INC. | 811K | 831K | 834K | 844K | 855K | 886K | $95M |
| PNC FINANCIAL SERVICES GROUP, INC. | 606K | 607K | 607K | 616K | 728K | 705K | $75M |
| Bank of New York Mellon Corp | 591K | 563K | 582K | 593K | 622K | 657K | $70M |
| UMB Bank, n.a. | 1.1M | 800K | 756K | 780K | 671K | 613K | $65M |
| Pinnacle Financial Partners, Inc. | — | — | — | — | 581K | 612K | $65M |
| JPMORGAN CHASE & CO | 797K | 797K | 509K | 990K | 490K | 512K | $55M |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| CIBC Bancorp USA Inc. | +1,334,008 | $142M | OPEN |
| SOUTHERN MICHIGAN BANK & TRUST | +281,442 | $30M | OPEN |
| EASTERN BANK | +275,551 | $29M | ADD |
| AMERIPRISE FINANCIAL INC | +155,012 | $17M | ADD |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | +114,453 | $12M | OPEN |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| CIBC Private Wealth Group LLC | −1,263,682 | $135M | CLOSE |
| John S. & James L. Knight Foundation, Inc. | −652,458 | $70M | CLOSE |
| STIFEL FINANCIAL CORP | −423,877 | $45M | TRIM |
| MORGAN STANLEY | −161,531 | $17M | TRIM |
| Koss-Olinger Consulting, LLC | −118,153 | $13M | TRIM |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 277 | 31,099,876 | — | $3.3B |
| 2025-Q4 | 287 | 31,409,038 | — | $3.4B |
| 2025-Q3 | 265 | 30,500,033 | — | $3.3B |
| 2025-Q2 | 279 | 27,761,291 | — | $3.0B |
| 2025-Q1 | 269 | 27,605,800 | — | $2.9B |
| 2024-Q4 | 277 | 27,296,008 | — | $2.8B |
| 2024-Q3 | 268 | 28,892,539 | — | $3.1B |
| 2024-Q2 | 257 | 25,882,491 | — | $2.7B |
| 2024-Q1 | 262 | 26,748,120 | — | $2.8B |
| 2023-Q4 | 270 | 29,874,516 | — | $3.1B |
| 2023-Q3 | 242 | 25,390,689 | — | $2.6B |
| 2023-Q2 | 236 | 22,828,874 | — | $2.3B |
| 2023-Q1 | 217 | 20,661,512 | — | $2.3B |
| 2022-Q4 | 232 | 22,311,193 | — | $2.2B |
| 2022-Q3 | 217 | 18,476,879 | — | $1.9B |
| 2022-Q2 | 231 | 19,871,485 | — | $2.1B |
| 2022-Q1 | 219 | 19,308,810 | — | $2.1B |
| 2021-Q4 | 223 | 19,710,599 | — | $2.2B |
| 2021-Q3 | 206 | 18,207,334 | — | $2.1B |
| 2021-Q2 | 202 | 16,705,703 | — | $1.9B |
| 2021-Q1 | 204 | 16,980,218 | — | $2.0B |
| 2020-Q4 | 206 | 15,187,688 | — | $1.8B |
| 2020-Q3 | 197 | 14,705,999 | — | $1.7B |
| 2020-Q2 | 198 | 13,848,706 | — | $1.6B |
| 2020-Q1 | 211 | 15,006,318 | — | $1.7B |
| 2019-Q4 | 202 | 13,817,438 | — | $1.6B |
| 2019-Q3 | 199 | 12,833,144 | — | $1.5B |
| 2019-Q2 | 199 | 13,375,056 | — | $1.5B |
| 2019-Q1 | 202 | 13,388,320 | — | $1.5B |
| 2018-Q4 | 189 | 14,673,366 | — | $1.6B |
| 2018-Q3 | 173 | 12,002,542 | — | $1.3B |
| 2018-Q2 | 173 | 12,554,732 | — | $1.4B |
| 2018-Q1 | 174 | 11,120,649 | — | $1.2B |
| 2017-Q4 | 167 | 11,316,295 | — | $1.2B |
| 2017-Q3 | 148 | 11,267,678 | — | $1.2B |
| 2017-Q2 | 147 | 11,579,349 | — | $1.3B |
| 2017-Q1 | 152 | 16,071,248 | — | $1.8B |
| 2016-Q4 | 141 | 15,647,030 | — | $1.7B |
| 2016-Q3 | 132 | 14,116,669 | — | $1.6B |
| 2016-Q2 | 135 | 13,787,061 | — | $1.6B |
| 2016-Q1 | 129 | 13,688,571 | — | $1.5B |
| 2015-Q4 | 130 | 13,254,665 | — | $1.5B |
| 2015-Q3 | 121 | 13,474,535 | — | $1.5B |
| 2015-Q2 | 121 | 12,853,069 | — | $1.4B |
| 2015-Q1 | 118 | 12,031,159 | — | $1.3B |
| 2014-Q4 | 115 | 11,877,469 | — | $1.3B |
| 2014-Q3 | 108 | 10,242,627 | — | $1.1B |
| 2014-Q2 | 103 | 10,110,855 | — | $1.1B |
| 2014-Q1 | 99 | 9,228,031 | — | $1.0B |
| 2013-Q4 | 96 | 8,632,933 | — | $945M |
| 2013-Q3 | 94 | 7,620,917 | — | $839M |
| 2013-Q2 | 95 | 7,423,030 | — | $816M |
| 2013-Q1 | 4 | 552,840 | — | $62M |
