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Dynamic California Muni ETF (GCAL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares184,916 from 73,210
Change+111,706 (+153%)
Value$9.0M (+$5.2M)
Filed 2026-11-06
Planned Solutions, Inc.
INCREASED
Shares109,844 from 26,152
Change+83,692 (+320%)
Value$5.3M (+$4.0M)
Filed 2026-10-19
Perigon Wealth Management, LLC
INCREASED
Shares70,752 from 60,715
Change+10,037 (+17%)
Value$3.4M (+$322.8K)
Filed 2026-10-22
Weaver Consulting Group
INCREASED
Shares59,282 from 48,146
Change+11,136 (+23%)
Value$2.9M (+$410.1K)
Filed 2026-10-07
Curated Wealth Partners LLC
DECREASED
Shares56,973 from 90,902
Change-33,929 (-37%)
Value$2.8M (-$1.9M)
Filed 2026-10-15
Financial Management Network Inc
INCREASED
Shares35,703 from 27,783
Change+7,920 (+29%)
Value$1.7M (+$319.6K)
Filed 2026-10-09
Roberts Wealth Advisors, LLC
INCREASED
Shares30,633 from 16,642
Change+13,991 (+84%)
Value$1.5M (+$633.6K)
Filed 2026-10-14
Cooper Capital Advisors LLC
NEW
Shares27,977
Change+27,977
Value$1.4M
Filed 2026-10-29
Sprinkle Financial Consultants LLC
INCREASED
Shares26,549 from 6,088
Change+20,461 (+336%)
Value$1.3M (+$975.9K)
Filed 2026-10-09
D.A. Davidson & Co.
UNCHANGED
Shares20,300 from 20,300
Change0 (0%)
Value$984.6K (-$54.8K)
Filed 2026-10-28
KWB Wealth
NEW
Shares18,088
Change+18,088
Value$877.3K
Filed 2026-10-16
Cornerstone Wealth Management, LLC
NEW
Shares15,045
Change+15,045
Value$729.7K
Filed 2026-11-04
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares14,055 from 9,969
Change+4,086 (+41%)
Value$681.7K (+$171.2K)
Filed 2026-10-13
Foronjy Financial LLC
NEW
Shares13,128
Change+13,128
Value$636.7K
Filed 2026-10-14
Robertson Stephens Wealth Management, LLC
INCREASED
Shares12,932 from 11,132
Change+1,800 (+16%)
Value$627.2K (+$57.2K)
Filed 2026-10-16
RVW Wealth, LLC
DECREASED
Shares11,215 from 11,564
Change-349 (-3%)
Value$543.9K (-$48.2K)
Filed 2026-10-06
Madison Park Capital Advisors, LLC
NEW
Shares10,173
Change+10,173
Value$493.4K
Filed 2026-10-28
Occidental Asset Management, LLC
DECREASED
Shares8,800 from 9,300
Change-500 (-5%)
Value$426.8K (-$49.4K)
Filed 2026-11-05
Magnus Financial Group LLC
DECREASED
Shares8,006 from 8,388
Change-382 (-5%)
Value$388.3K (-$41.2K)
Filed 2026-10-21
Blume Capital Management, Inc.
NEW
Shares8,000
Change+8,000
Value$388.0K
Filed 2026-10-26
Wolff Wiese Magana LLC
INCREASED
Shares5,936 from 5,900
Change+36 (+1%)
Value$287.9K (-$14.2K)
Filed 2026-10-15
Richards, Merrill & Peterson, Inc.
UNCHANGED
Shares1,750 from 1,750
Change0 (0%)
Value$84.9K (-$4.7K)
Filed 2026-10-19
GGM Financial LLC
INCREASED
Shares1,647 from 1,632
Change+15 (+1%)
Value$79.9K (-$3.7K)
Filed 2026-11-05
Farther Finance Advisors, LLC
NEW
Shares1,000
Change+1,000
Value$48.5K
Filed 2026-10-08
Sowell Financial Services LLC
CLOSED
Shares0 from 7,360
Change-7,360 (-100%)
Value$0 (-$376.8K)
Filed 2026-10-23
Sage Rhino Capital LLC
CLOSED
Shares0 from 4,529
Change-4,529 (-100%)
Value$0 (-$231.9K)
Filed 2026-10-28
International Assets Investment Management, LLC
CLOSED
Shares0 from 1,415
Change-1,415 (-100%)
Value$0 (-$72.2K)
Filed 2026-11-02
Composition Wealth, LLC
N/A
Shares— from 1,858,446
Change-1,858,446 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 261,446
Change-261,446 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 161,344
Change-161,344 (-100%)
Value—
Ducere Wealth Management LLC
N/A
Shares— from 110,701
Change-110,701 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 60,207
Change-60,207 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 50,124
Change-50,124 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 25,125
Change-25,125 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 22,435
Change-22,435 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 19,151
Change-19,151 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 12,521
Change-12,521 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 8,942
Change-8,942 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 5,985
Change-5,985 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 5,647
Change-5,647 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 5,243
Change-5,243 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 1,481
Change-1,481 (-100%)
Value—
Blair William & Co
N/A
Shares— from 331
Change-331 (-100%)
Value—
Status
LPL Financial LLC
INCREASED184,91673,210+111,706+153%$3.7M$9.0M+$5.2M2026-11-06
Planned Solutions, Inc.
INCREASED109,84426,152+83,692+320%$1.3M$5.3M+$4.0M2026-10-19
Perigon Wealth Management, LLC
INCREASED70,75260,715+10,037+17%$3.1M$3.4M+$322.8K2026-10-22
Weaver Consulting Group
INCREASED59,28248,146+11,136+23%$2.5M$2.9M+$410.1K2026-10-07
Curated Wealth Partners LLC
DECREASED56,97390,902-33,929-37%$4.7M$2.8M-$1.9M2026-10-15
Financial Management Network Inc
INCREASED35,70327,783+7,920+29%$1.4M$1.7M+$319.6K2026-10-09
Roberts Wealth Advisors, LLC
INCREASED30,63316,642+13,991+84%$852.1K$1.5M+$633.6K2026-10-14
Cooper Capital Advisors LLC
NEW27,977—+27,977——$1.4M—2026-10-29
Sprinkle Financial Consultants LLC
INCREASED26,5496,088+20,461+336%$311.7K$1.3M+$975.9K2026-10-09
D.A. Davidson & Co.
UNCHANGED20,30020,30000%$1.0M$984.6K-$54.8K2026-10-28
KWB Wealth
NEW18,088—+18,088——$877.3K—2026-10-16
Cornerstone Wealth Management, LLC
NEW15,045—+15,045——$729.7K—2026-11-04
Hennion & Walsh Asset Management, Inc.
INCREASED14,0559,969+4,086+41%$510.4K$681.7K+$171.2K2026-10-13
Foronjy Financial LLC
NEW13,128—+13,128——$636.7K—2026-10-14
Robertson Stephens Wealth Management, LLC
INCREASED12,93211,132+1,800+16%$570.0K$627.2K+$57.2K2026-10-16
RVW Wealth, LLC
DECREASED11,21511,564-349-3%$592.1K$543.9K-$48.2K2026-10-06
Madison Park Capital Advisors, LLC
NEW10,173—+10,173——$493.4K—2026-10-28
Occidental Asset Management, LLC
DECREASED8,8009,300-500-5%$476.2K$426.8K-$49.4K2026-11-05
Magnus Financial Group LLC
DECREASED8,0068,388-382-5%$429.5K$388.3K-$41.2K2026-10-21
Blume Capital Management, Inc.
NEW8,000—+8,000——$388.0K—2026-10-26
Wolff Wiese Magana LLC
INCREASED5,9365,900+36+1%$302.1K$287.9K-$14.2K2026-10-15
Richards, Merrill & Peterson, Inc.
UNCHANGED1,7501,75000%$89.6K$84.9K-$4.7K2026-10-19
GGM Financial LLC
INCREASED1,6471,632+15+1%$83.5K$79.9K-$3.7K2026-11-05
Farther Finance Advisors, LLC
NEW1,000—+1,000——$48.5K—2026-10-08
Sowell Financial Services LLC
CLOSED07,360-7,360-100%$376.8K$0-$376.8K2026-10-23
Sage Rhino Capital LLC
CLOSED04,529-4,529-100%$231.9K$0-$231.9K2026-10-28
International Assets Investment Management, LLC
CLOSED01,415-1,415-100%$72.2K$0-$72.2K2026-11-02
Composition Wealth, LLC
N/A—1,858,446-1,858,446-100%$95.2M———
Cerity Partners LLC
N/A—261,446-261,446-100%$13.4M———
First American Trust, FSB
N/A—161,344-161,344-100%$8.3M———
Ducere Wealth Management LLC
N/A—110,701-110,701-100%$5.7M———
Goldman Sachs Group Inc
N/A—60,207-60,207-100%$3.1M———
Royal Bank of Canada
N/A—50,124-50,124-100%$2.6M———
HighTower Advisors, LLC
N/A—25,125-25,125-100%$1.3M———
Envestnet Asset Management Inc
N/A—22,435-22,435-100%$1.1M———
Cresset Asset Management, LLC
N/A—19,151-19,151-100%$980.6K———
Elequin Capital, LP
N/A—12,521-12,521-100%$641.1K———
Sanctuary Advisors, LLC
N/A—8,942-8,942-100%$457.8K———
Mariner, LLC
N/A—5,985-5,985-100%$306.4K———
Jane Street Group, LLC
N/A—5,647-5,647-100%$289.1K———
Cetera Investment Advisers
N/A—5,243-5,243-100%$268.4K———
Sankala Group LLC
N/A—1,481-1,481-100%$74.7K———
Blair William & Co
N/A—331-331-100%$16.9K———
Showing 43 of 43 institutions