GCAL Institutional Ownership & Shareholders
DYNAMIC CALIFORNIA MUNI ETF (GCAL) is currently held by 37 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $162.84M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Composition Wealth, Llc is currently the largest disclosed institutional shareholder of GCAL tracked by InsiderSet, reporting ownership valued at approximately $95.15M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $92.59M, representing an estimated loss of -2.70% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 88% of the total disclosed GCAL value among the investors covered in this analysis. Major shareholders include Composition Wealth, Llc, Cerity Partners Llc, First American Trust, Fsb, and several other long-term asset managers with concentrated positions in DYNAMIC CALIFORNIA MUNI ETF (GCAL).
This page ranks the largest institutional GCAL shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
37
Total Reported Value
$162.84M
Largest Holder
Composition Wealth, Llc
Largest Position
$95.15M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
48
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Composition Wealth, Llc | 1.12% | 1,858,446 | $95,154,476 | $92,587,780 | -$2,566,696 | -2.70% | |
| Cerity Partners Llc | 0.02% | 261,446 | $13,386,323 | $13,025,240 | -$361,083 | -2.70% | |
| First American Trust, Fsb | 0.50% | 161,344 | $8,260,990 | $8,038,158 | -$222,832 | -2.70% | |
| Ducere Wealth Management Llc | 1.70% | 110,701 | $5,668,016 | $5,515,124 | -$152,892 | -2.70% | |
| Planned Solutions, Inc. | 1.46% | 109,844 | $5,327,418 | $5,472,428 | +$145,010 | +2.72% | |
| Lpl Financial Llc | 0.00% | 73,210 | $3,748,417 | $3,647,322 | -$101,095 | -2.70% | |
| Perigon Wealth Management, Llc | 0.05% | 70,752 | $3,431,460 | $3,524,865 | +$93,405 | +2.72% | |
| Goldman Sachs Group Inc | 0.00% | 60,207 | $3,082,665 | $2,999,513 | -$83,152 | -2.70% | |
| Weaver Consulting Group | 0.56% | 59,282 | $2,875,159 | $2,953,429 | +$78,270 | +2.72% | |
| Curated Wealth Partners Llc | 0.23% | 56,973 | $2,763,196 | $2,838,395 | +$75,199 | +2.72% | |
| Royal Bank Of Canada | 0.00% | 50,124 | $2,566,000 | $2,497,178 | -$68,822 | -2.68% | |
| Financial Management Network Inc | 0.25% | 35,703 | $1,731,668 | $1,778,723 | +$47,055 | +2.72% | |
| Roberts Wealth Advisors, Llc | 0.33% | 30,633 | $1,485,701 | $1,526,136 | +$40,435 | +2.72% | |
| Cooper Capital Advisors Llc | 0.55% | 27,977 | $1,356,885 | $1,393,814 | +$36,929 | +2.72% | |
| Sprinkle Financial Consultants Llc | 0.50% | 26,549 | $1,287,617 | $1,322,671 | +$35,054 | +2.72% | |
| Envestnet Asset Management Inc | 0.00% | 22,435 | $1,148,697 | $1,117,712 | -$30,985 | -2.70% | |
| D.A. Davidson & Co. | 0.01% | 20,300 | $984,550 | $1,011,346 | +$26,796 | +2.72% | |
| Cresset Asset Management, Llc | 0.00% | 19,151 | $980,552 | $954,103 | -$26,449 | -2.70% | |
| Kwb Wealth | 0.07% | 18,088 | $877,268 | $901,144 | +$23,876 | +2.72% | |
| Hennion & Walsh Asset Management, Inc. | 0.02% | 14,055 | $681,668 | $700,220 | +$18,552 | +2.72% | |
| Elequin Capital, Lp | 0.02% | 12,521 | $641,089 | $623,796 | -$17,293 | -2.70% | |
| Foronjy Financial Llc | 0.22% | 13,128 | $636,695 | $654,037 | +$17,342 | +2.72% | |
| Robertson Stephens Wealth Management, Llc | 0.02% | 12,932 | $627,202 | $644,272 | +$17,070 | +2.72% | |
| Rvw Wealth, Llc | 0.03% | 11,215 | $543,928 | $558,731 | +$14,803 | +2.72% | |
| Madison Park Capital Advisors, Llc | 0.32% | 10,173 | $493,391 | $506,819 | +$13,428 | +2.72% | |
| Occidental Asset Management, Llc | 0.05% | 9,300 | $476,170 | $463,326 | -$12,844 | -2.70% | |
| Sanctuary Advisors, Llc | 0.00% | 8,942 | $457,840 | $445,490 | -$12,350 | -2.70% | |
| Magnus Financial Group Llc | 0.03% | 8,006 | $388,282 | $398,859 | +$10,577 | +2.72% | |
| Blume Capital Management, Inc. | 0.06% | 8,000 | $388,000 | $398,560 | +$10,560 | +2.72% | |
| Mariner, Llc | 0.00% | 5,985 | $306,439 | $298,173 | -$8,266 | -2.70% | |
| Jane Street Group, Llc | 0.00% | 5,647 | $289,133 | $281,334 | -$7,799 | -2.70% | |
| Wolff Wiese Magana Llc | 0.13% | 5,936 | $287,885 | $295,732 | +$7,847 | +2.73% | |
| Cetera Investment Advisers | 0.00% | 5,243 | $268,447 | $261,206 | -$7,241 | -2.70% | |
| Richards, Merrill & Peterson, Inc. | 0.03% | 1,750 | $84,875 | $87,185 | +$2,310 | +2.72% | |
| Ggm Financial Llc | 0.03% | 1,632 | $83,535 | $81,306 | -$2,229 | -2.67% | |
| Farther Finance Advisors, Llc | 0.00% | 1,000 | $48,500 | $49,820 | +$1,320 | +2.72% | |
| Blair William & Co/Il | 0.00% | 331 | $16,948 | $16,490 | -$458 | -2.70% |
Frequently asked questions about GCAL
Who are the largest institutional holders of GCAL?
The largest institutional holders of GCAL reported in the latest SEC Form 13F filings include Composition Wealth, Llc, Cerity Partners Llc, First American Trust, Fsb, Ducere Wealth Management Llc, and Planned Solutions, Inc.. InsiderSet ranks institutional holders by their latest reported GCAL position.
What is GCAL institutional ownership?
This page tracks GCAL positions reported by institutional investment managers through SEC Form 13F. DYNAMIC CALIFORNIA MUNI ETF (GCAL) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own GCAL?
InsiderSet currently tracks 37 institutional managers reporting GCAL holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of GCAL shareholders.
How much GCAL stock do institutions own?
Institutional investment managers disclosed approximately $162.84M in GCAL holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was GCAL institutional ownership last updated?
The latest GCAL institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional GCAL holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its GCAL position after the reporting date.
Are institutions buying or selling GCAL?
Institutional buying and selling can be analyzed by comparing GCAL positions across consecutive 13F reporting periods. InsiderSet's GCAL Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View GCAL ownership changes.
How has GCAL institutional ownership changed over time?
InsiderSet tracks GCAL institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.