Dynamic California Muni ETF (GCAL)

CUSIP: 38149W564 | NYSE | 54 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2026

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LPL Financial LLC184,916

0.0% of portfolio$9.0M

Planned Solutions, Inc.109,844

1.5% of portfolio$5.3M

Perigon Wealth Management, LLC70,752

0.1% of portfolio$3.4M

Weaver Consulting Group59,282

0.6% of portfolio$2.9M

Curated Wealth Partners LLC56,973

0.2% of portfolio$2.8M

Financial Management Network Inc35,703

0.2% of portfolio$1.7M

Roberts Wealth Advisors, LLC30,633

0.3% of portfolio$1.5M

Cooper Capital Advisors LLC27,977

0.6% of portfolio$1.4M

Sprinkle Financial Consultants LLC26,549

0.5% of portfolio$1.3M

D.A. Davidson & Co.20,300

0.0% of portfolio$984.6K

KWB Wealth18,088

0.1% of portfolio$877.3K

Cornerstone Wealth Management, LLC15,045

0.0% of portfolio$729.7K

Hennion & Walsh Asset Management, Inc.14,055

0.0% of portfolio$681.7K

Foronjy Financial LLC13,128

0.2% of portfolio$636.7K

Robertson Stephens Wealth Management, LLC12,932

0.0% of portfolio$627.2K

RVW Wealth, LLC11,215

0.0% of portfolio$543.9K

Madison Park Capital Advisors, LLC10,173

0.3% of portfolio$493.4K

Occidental Asset Management, LLC8,800

0.0% of portfolio$426.8K

Magnus Financial Group LLC8,006

0.0% of portfolio$388.3K

Blume Capital Management, Inc.8,000

0.1% of portfolio$388.0K

Wolff Wiese Magana LLC5,936

0.1% of portfolio$287.9K

Richards, Merrill & Peterson, Inc.1,750

0.0% of portfolio$84.9K

GGM Financial LLC1,647

0.0% of portfolio$79.9K

Farther Finance Advisors, LLC1,000

0.0% of portfolio$48.5K

				Style	Turnover	Location	Filed
LPL Financial LLC	184,916	$9.0M	0.0%	Index	Very Low	Fort Mill, SC	2026-11-06
Planned Solutions, Inc.	109,844	$5.3M	1.5%	ETF	Low	Folsom, CA	2026-10-19
Perigon Wealth Management, LLC	70,752	$3.4M	0.1%	Growth	Low	San Francisco, CA	2026-10-22
Weaver Consulting Group	59,282	$2.9M	0.6%	ETF	Low	Huntington Beach, CA	2026-10-07
Curated Wealth Partners LLC	56,973	$2.8M	0.2%	GARP	Low	El Segundo, CA	2026-10-15
Financial Management Network Inc	35,703	$1.7M	0.2%	ETF	Low	Mission Viejo, CA	2026-10-09
Roberts Wealth Advisors, LLC	30,633	$1.5M	0.3%	Growth	Low	Palo Alto, CA	2026-10-14
Cooper Capital Advisors LLC	27,977	$1.4M	0.6%	ETF	Medium	Encinitas, CA	2026-10-29
Sprinkle Financial Consultants LLC	26,549	$1.3M	0.5%	ETF	Low	Littleton, CO	2026-10-09
D.A. Davidson & Co.	20,300	$984.6K	0.0%	Core	Low	Great Falls, MT	2026-10-28
KWB Wealth	18,088	$877.3K	0.1%	ETF	Medium	Redlands, CA	2026-10-16
Cornerstone Wealth Management, LLC	15,045	$729.7K	0.0%	ETF	Very Low	St. Peters, MO	2026-11-04
Hennion & Walsh Asset Management, Inc.	14,055	$681.7K	0.0%	Value	Medium	Parsippany, NJ	2026-10-13
Foronjy Financial LLC	13,128	$636.7K	0.2%	ETF	Low	Los Osos, CA	2026-10-14
Robertson Stephens Wealth Management, LLC	12,932	$627.2K	0.0%	ETF	Medium	San Francisco, CA	2026-10-16
RVW Wealth, LLC	11,215	$543.9K	0.0%	ETF	Very Low	Los Angeles, CA	2026-10-06
Madison Park Capital Advisors, LLC	10,173	$493.4K	0.3%	ETF	Medium	Seattle, WA	2026-10-28
Occidental Asset Management, LLC	8,800	$426.8K	0.0%	Growth	Low	Burlingame, CA	2026-11-05
Magnus Financial Group LLC	8,006	$388.3K	0.0%	ETF	Low	New York, NY	2026-10-21
Blume Capital Management, Inc.	8,000	$388.0K	0.1%	Core	Medium	Berkeley, CA	2026-10-26
Wolff Wiese Magana LLC	5,936	$287.9K	0.1%	Growth	Low	Carslbad, CA	2026-10-15
Richards, Merrill & Peterson, Inc.	1,750	$84.9K	0.0%	Growth	Low	Spokane, WA	2026-10-19
GGM Financial LLC	1,647	$79.9K	0.0%	ETF	Medium	Columbus, OH	2026-11-05
Farther Finance Advisors, LLC	1,000	$48.5K	0.0%	Index	Low	San Francisco, CA	2026-10-08