Gotham Enhanced 500 ETF (GSPY)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Holders

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Conviction-Weighted Ownership

Median weight: 0.04%Avg weight: 0.28%Max: 1.84%High conviction (>1%): 1

Gotham Asset Management,

Bedel Financial Consulting,

Miller Investment Management,

Lifetime Wealth Management P.C.

CITADEL ADVISORS

Pasadena Private Wealth,

Tower Research Capital LLC (TRC)

UBS Group AG

NORTHWESTERN MUTUAL WEALTH MANAGEMENT

OSAIC HOLDINGS,

No collected fundamentals to build a valuation model.

Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

Institutional Trends (8 Quarters)

No trend data available for this metric.

No collected fundamentals for a quality & risk analysis.

No collected fundamentals for a dividends & returns analysis.

No collected fundamentals for a capital-allocation analysis.

No collected fundamentals for a debt & leverage analysis.

Ownership Map

Top 10 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

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Crowding AnalysisModerate

Holders10of 5,944

Avg: 68

Uncrowded70th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.25x

37th percentile

5 buying4 selling

+1

New

-2

Closed

+245K

Net shares

Ownership Concentration

Top 5: 99.8%Top 10: 100.0%

Gotham Asset Management,99.0%

Bedel Financial Consulting,0.3%

Miller Investment Management,0.2%

Lifetime Wealth Management P.C.0.1%

CITADEL ADVISORS0.1%

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No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

Crowding AnalysisModerate

Holders10of 5,944

Avg: 68

Uncrowded70th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.25x

37th percentile

5 buying4 selling

+1

New

-2

Closed

+245K

Net shares

Ownership Concentration

Top 5: 99.8%Top 10: 100.0%

Gotham Asset Management,99.0%

Bedel Financial Consulting,0.3%

Miller Investment Management,0.2%

Lifetime Wealth Management P.C.0.1%

CITADEL ADVISORS0.1%

Crowding AnalysisModerate

Holders10of 5,944

Avg: 68

Uncrowded70th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.25x

37th percentile

5 buying4 selling

+1

New

-2

Closed

+245K

Net shares

Ownership Concentration

Top 5: 99.8%Top 10: 100.0%

Gotham Asset Management,99.0%

Bedel Financial Consulting,0.3%

Miller Investment Management,0.2%

Lifetime Wealth Management P.C.0.1%

CITADEL ADVISORS0.1%

Performance vs. S&P 500

Total return (dividends reinvested) vs the market, from quarter-end prices.

$10,000 invested 2021-06

$18,604

GSPY · +86%

$18,666

S&P 500 · +87%

−$62

behind the index

Total return (5Y)

+86%

S&P 500

+87%

vs. market

-1%

underperformed

Annualized

13.2%

mkt 13.3%

Volatility

15%

annualized

Beta

0.96

vs S&P 500

Growth of $10,000

Hover the chart to read any quarter

GSPYS&P 500

Year by year

Annual return vs the market

Hover a year to compare.

GSPY (solid)S&P 500 (outline)Green = positive year, red = negative. Number = GSPY's return.

Beat the market

3 / 6 yrs

50% win rate

Best year

+26%

2023

Worst year

-17%

2022

Worst drawdown

-23%

recovered in 5 qtrs

Relative strength

Cumulative lead over the S&P 500

Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.

Downside

Drawdown from peak · max -23%

How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.

Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.

Ownership Map

Top 10 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 10 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position