Dynamic California Muni ETFGCALETF

13F holders, Q2 2026 (June 30)
36holders +7
13new positions
4sold out
$51.20avg. 13F price*

At the end of Q2 2026, 36 institutions reported holding Dynamic California Muni ETF (GCAL) in their 13F filings, up 7 from Q1 2026. 13 opened new positions and 4 sold out. The largest holders were Composition Wealth, LLC ($95.2M), Cerity Partners LLC ($13.4M) and First American Trust, FSB ($8.3M).

Company
Dynamic California Muni ETF
Filed as
GOLDMAN SACHS ETF TR (Q2 2026)
CUSIP
38149W564
Latest filing quarter
Q2 2026

History

Number of 13F holders

010203040 Q3 2024: 3Q3 2024Q4 2024: 6Q4 2024Q1 2025: 7Q1 2025Q2 2025: 10Q2 2025Q3 2025: 17Q3 2025Q4 2025: 24Q4 2025Q1 2026: 29Q1 2026Q2 2026: 36Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions13$12.6M
Exits4$8.6M

All 13F filers, Q1 2026 → Q2 2026: 371,504 shares bought and 344,866 shares sold, net +26,638 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 36 holders

Composition Wealth, LLC 1.12% Reduce -0.4% 1,858,446 $95.2M
Cerity Partners LLC 0.02% Add +13.2% 261,446 $13.4M
First American Trust, FSB 0.50% Add +20.5% 161,344 $8.3M
Ducere Wealth Management LLC 1.70% Reduce -11.5% 110,701 $5.7M
Curated Wealth Partners LLC 0.54% Add +31.1% 90,902 $4.7M
LPL Financial LLC 0.00% New 73,210 $3.7M
Perigon Wealth Management, LLC 0.05% Add +17.0% 60,715 $3.1M
Goldman Sachs Group Inc. 0.00% Add +62.6% 60,207 $3.1M
Royal Bank of Canada 0.00% New 50,124 $2.6M
Weaver Consulting Group 0.51% Add +10.1% 48,146 $2.5M
Financial Management Network Inc. 0.20% Reduce -7.1% 27,783 $1.4M
Planned Solutions, Inc. 0.39% Add +20.1% 26,152 $1.3M
HighTower Advisors, LLC 0.00% Add +1.0% 25,125 $1.3M
Envestnet Asset Management Inc. 0.00% New 22,435 $1.1M
D.A. Davidson & Co. 0.01% New 20,300 $1.0M
Cresset Asset Management, LLC 0.00% New 19,151 $981K
Roberts Wealth Advisors, LLC 0.19% New 16,642 $852K
Elequin Capital, LP 0.11% Reduce -92.2% 12,521 $641K
RVW Wealth, LLC 0.04% Reduce -13.8% 11,564 $592K
Robertson Stephens Wealth Management, LLC 0.01% Add +21.9% 11,132 $570K
Hennion & Walsh Asset Management, Inc. 0.01% New 9,969 $510K
Occidental Asset Management, LLC 0.05% New 9,300 $476K
Sanctuary Advisors, LLC 0.00% Add +2.2% 8,942 $458K
Magnus Financial Group LLC 0.03% Add +0.9% 8,388 $429K
Sowell Financial Services LLC 0.01% New 7,360 $377K
Sprinkle Financial Consultants LLC 0.12% New 6,088 $312K
Mariner, LLC 0.00% No change 5,985 $306K
Wolff Wiese Magana LLC 0.14% No change 5,900 $302K
Jane Street Group, LLC 0.00% New 5,647 $289K
Cetera Investment Advisers 0.00% New 5,243 $268K
Sage Rhino Capital LLC 0.04% No change 4,529 $232K
Richards, Merrill & Peterson, Inc. 0.03% Add +16.7% 1,750 $90K
GGM Financial LLC 0.03% Add +532.6% 1,632 $84K
Sankala Group LLC 0.05% New 1,481 $75K
International Assets Investment Management, LLC 0.00% Reduce -27.4% 1,415 $72K
Blair William & Co. 0.00% No change 331 $17K

"% of holder's portfolio" is GCAL's weight in each manager's 13F, not the share of Dynamic California Muni ETF the manager owns.