DYNAMIC CALIFORNIA MUNI ETF GCAL
$51.13
+0.1% 52w: $47.78 – $51.13
Latest 13F among current holders filed 26 days ago (Jun 9, 2026)
Price — last 12 months
research preview data47.7849.4551.13
Jun 20, 2025 Jul 2, 2026
Institutional holders
29
+5 QoQ
13F value
$154.2M
+21.3% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
puts only
— calls / $1.3M puts
Institutional value by quarter
Number of holders
Who owns GCAL?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Composition Wealth, LLC | Wealth advisor | 1.9M | $94.5M | 1.3% | +14.5% |
| Cerity Partners LLC | Diversified mechanical | 230.9K | $11.7M | 0.0% | +8.5% |
| Elequin Capital, LP | Wealth advisor | 160.6K | $8.2M | 2.3% | New |
| FIRST AMERICAN TRUST, FSB | Other | 133.9K | $6.8M | 0.5% | +25.2% |
| Ducere Wealth Management LLC | Wealth advisor | 125.1K | $6.3M | 2.5% | -6.6% |
| FLOW TRADERS U.S. LLC | Market maker | 87.7K | $4.4M | 0.1% | +93.9% |
| MIRAE ASSET SECURITIES (USA) INC. | Wealth advisor | 75.0K | $3.8M | 0.2% | New |
| Curated Wealth Partners LLC | Other | 69.3K | $3.5M | 0.4% | -51.5% |
| Perigon Wealth Management, LLC | Wealth advisor | 51.9K | $2.6M | 0.0% | +70.0% |
| Weaver Consulting Group | Wealth advisor | 43.7K | $2.2M | 0.5% | +54.9% |
| GOLDMAN SACHS GROUP INC | Bank broker | 37.0K | $1.9M | 0.0% | +25.2% |
| FINANCIAL MANAGEMENT NETWORK INC | Wealth advisor | 29.9K | $1.5M | 0.2% | +5.8% |
| HighTower Advisors, LLC | Diversified mechanical | 24.9K | $1.3M | 0.0% | +1.6% |
| Planned Solutions, Inc. | Wealth advisor | 21.8K | $1.1M | 0.4% | +39.4% |
| RVW Wealth, LLC | Wealth advisor | 13.4K | $680K | 0.1% | New |
| Vivaldi Capital Management LP | Other | 10.5K | $534K | 0.1% | -3.1% |
| Robertson Stephens Wealth Management, LLC | Wealth advisor | 9.1K | $463K | 0.0% | Held |
| Sanctuary Advisors, LLC | Wealth advisor | 8.7K | $443K | 0.0% | New |
| Magnus Financial Group LLC | Wealth advisor | 8.3K | $421K | 0.0% | -50.2% |
| Contango Wealth Management LLC | Wealth advisor | 7.6K | $383K | 0.4% | +25.0% |
| Mariner, LLC | Diversified mechanical | 6.0K | $303K | 0.0% | +21.5% |
| WOLFF WIESE MAGANA LLC | Other | 5.9K | $299K | 0.2% | Held |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 5.8K | $293K | 0.0% | New |
| SAGE RHINO CAPITAL LLC | Wealth advisor | 4.5K | $229K | 0.0% | New |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | Diversified mechanical | 1.9K | $99K | 0.0% | New |
| MORGAN STANLEY | Bank broker | 1.7K | $85K | 0.0% | +23828.6% |
| RICHARDS, MERRILL & PETERSON, INC. | Other | 1.5K | $76K | 0.0% | Held |
| BLAIR WILLIAM & CO/IL | Diversified mechanical | 331 | $17K | 0.0% | +16.5% |
| GGM Financial LLC | Wealth advisor | 258 | $13K | 0.0% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.