GDMA Institutional Ownership & Shareholders
GADSDEN DYNAMIC MULTI-ASSET (GDMA) is currently held by 10 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $182.78M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Almanack Investment Partners, Llc. is currently the largest disclosed institutional shareholder of GDMA tracked by InsiderSet, reporting ownership valued at approximately $172.47M in its September 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 $169.81M, representing an estimated loss of -1.54% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed GDMA value among the investors covered in this analysis. Major shareholders include Almanack Investment Partners, Llc., Wealth Enhancement Advisory Services, Llc, Vise Technologies, Inc., and several other long-term asset managers with concentrated positions in GADSDEN DYNAMIC MULTI-ASSET (GDMA).
This page ranks the largest institutional GDMA 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
10
Total Reported Value
$182.78M
Largest Holder
Almanack Investment Partners, Llc.
Largest Position
$172.47M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
14
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Almanack Investment Partners, Llc. | 20.69% | 4,235,711 | $172,474,776 | $169,810,501 | -$2,664,275 | -1.54% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 112,519 | $4,573,726 | $4,510,909 | -$62,817 | -1.37% | |
| Vise Technologies, Inc. | 0.02% | 62,215 | $2,531,068 | $2,494,212 | -$36,856 | -1.46% | |
| Partners Wealth Management, Llc | 0.17% | 39,471 | $1,605,793 | $1,582,400 | -$23,393 | -1.46% | |
| Ethos Financial Group, Llc | 0.06% | 21,764 | $922,356 | $872,523 | -$49,833 | -5.40% | |
| Hudock, Inc. | 0.06% | 10,781 | $438,603 | $432,212 | -$6,391 | -1.46% | |
| Morgan Stanley | 0.00% | 2,359 | $102,424 | $94,573 | -$7,851 | -7.67% | |
| Royal Bank Of Canada | 0.00% | 1,279 | $56,000 | $51,275 | -$4,725 | -8.44% | |
| Blackrock, Inc. | 0.00% | 1,194 | $51,836 | $47,868 | -$3,968 | -7.66% | |
| Federation Des Caisses Desjardins Du Quebec | 0.00% | 530 | $22,994 | $21,248 | -$1,746 | -7.59% |
Frequently asked questions about GDMA
Who are the largest institutional holders of GDMA?
The largest institutional holders of GDMA reported in the latest SEC Form 13F filings include Almanack Investment Partners, Llc., Wealth Enhancement Advisory Services, Llc, Vise Technologies, Inc., Partners Wealth Management, Llc, and Ethos Financial Group, Llc. InsiderSet ranks institutional holders by their latest reported GDMA position.
What is GDMA institutional ownership?
This page tracks GDMA positions reported by institutional investment managers through SEC Form 13F. GADSDEN DYNAMIC MULTI-ASSET (GDMA) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own GDMA?
InsiderSet currently tracks 10 institutional managers reporting GDMA 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 GDMA shareholders.
How much GDMA stock do institutions own?
Institutional investment managers disclosed approximately $182.78M in GDMA holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was GDMA institutional ownership last updated?
The latest GDMA institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 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 GDMA 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 GDMA position after the reporting date.
Are institutions buying or selling GDMA?
Institutional buying and selling can be analyzed by comparing GDMA positions across consecutive 13F reporting periods. InsiderSet's GDMA Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View GDMA ownership changes.
How has GDMA institutional ownership changed over time?
InsiderSet tracks GDMA institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.