GCAL Institutional Ownership
Goldman Sachs Dynamic California Municipal Income ETF
1W: +0.1%
1M: -3.1%
3M: -5.1%
YTD: -4.2%
1Y: -3.6%
$48.51
-0.06 (-0.12%)
Weekly Expected Move ±0.9%
$48
$48
$49
$49
$49
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — GCAL
40
Institutional Holders
+8 vs prior quarter
0.0%
Ownership
+0.00pp
156M
Total Invested
13
New Positions
13
Increased
10
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (44 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Composition Wealth, LLC | 1,858,446 | $90M | -7,793 | -0.4% | 4Q | SEC ↗ |
| 2 | Cerity Partners LLC | 261,446 | $13M | +30,527 | +13.2% | 5Q | SEC ↗ |
| 3 | FIRST AMERICAN TRUST, FSB | 161,344 | $8M | +27,491 | +20.5% | 4Q | SEC ↗ |
| 4 | Ducere Wealth Management LLC | 110,701 | $5M | -14,366 | -11.5% | 3Q | SEC ↗ |
| 5 | Curated Wealth Partners LLC | 90,902 | $4M | +21,589 | +31.1% | 5Q | SEC ↗ |
| 6 | LPL Financial LLC NEW | 73,210 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 7 | Perigon Wealth Management, LLC | 60,715 | $3M | +8,816 | +17.0% | 4Q | SEC ↗ |
| 8 | GOLDMAN SACHS GROUP INC | 60,207 | $3M | +23,186 | +62.6% | 8Q | SEC ↗ |
| 9 | ROYAL BANK OF CANADA NEW | 50,124 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 10 | Weaver Consulting Group | 48,146 | $2M | +4,424 | +10.1% | 5Q | SEC ↗ |
| 11 | FINANCIAL MANAGEMENT NETWORK INC | 27,783 | $1M | -2,128 | -7.1% | 7Q | SEC ↗ |
| 12 | Planned Solutions, Inc. | 26,152 | $1M | +4,371 | +20.1% | 5Q | SEC ↗ |
| 13 | HighTower Advisors, LLC | 25,125 | $1M | +258 | +1.0% | 7Q | SEC ↗ |
| 14 | ENVESTNET ASSET MANAGEMENT INC NEW | 22,435 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 15 | D.A. DAVIDSON & CO. NEW | 20,300 | $985K | — | +0.0% | 1Q | SEC ↗ |
| 16 | Cresset Asset Management, LLC NEW | 19,151 | $929K | — | +0.0% | 1Q | SEC ↗ |
| 17 | Roberts Wealth Advisors, LLC NEW | 16,642 | $807K | — | +0.0% | 1Q | SEC ↗ |
| 18 | Elequin Capital, LP | 12,521 | $607K | -148,075 | -92.2% | 2Q | SEC ↗ |
| 19 | RVW Wealth, LLC | 11,564 | $561K | -1,851 | -13.8% | 2Q | SEC ↗ |
| 20 | Robertson Stephens Wealth Management, | 11,132 | $540K | +2,000 | +21.9% | 3Q | SEC ↗ |
| 21 | Vivaldi Capital Management LP | 10,541 | $511K | -338 | -3.1% | 2Q | SEC ↗ |
| 22 | Hennion & Walsh Asset Management, Inc. NEW | 9,969 | $484K | — | +0.0% | 1Q | SEC ↗ |
| 23 | Occidental Asset Management, LLC NEW | 9,300 | $451K | — | +0.0% | 1Q | SEC ↗ |
| 24 | Sanctuary Advisors, LLC | 8,942 | $434K | +195 | +2.2% | 2Q | SEC ↗ |
| 25 | Magnus Financial Group LLC | 8,388 | $407K | +73 | +0.9% | 4Q | SEC ↗ |
| 26 | Contango Wealth Management LLC | 7,569 | $367K | +1,515 | +25.0% | 2Q | SEC ↗ |
| 27 | Sowell Financial Services LLC NEW | 7,360 | $357K | — | +0.0% | 1Q | SEC ↗ |
| 28 | Sprinkle Financial Consultants LLC NEW | 6,088 | $295K | — | +0.0% | 1Q | SEC ↗ |
| 29 | Mariner, LLC | 5,985 | $290K | — | +0.0% | 5Q | SEC ↗ |
| 30 | WOLFF WIESE MAGANA LLC | 5,900 | $286K | — | +0.0% | 3Q | SEC ↗ |
| 31 | JANE STREET GROUP, LLC NEW | 5,647 | $274K | — | +0.0% | 1Q | SEC ↗ |
| 32 | Cetera Investment Advisers NEW | 5,243 | $254K | — | +0.0% | 1Q | SEC ↗ |
| 33 | SAGE RHINO CAPITAL LLC | 4,529 | $220K | — | +0.0% | 2Q | SEC ↗ |
| 34 | RICHARDS, MERRILL & PETERSON, INC. | 1,750 | $85K | +250 | +16.7% | 4Q | SEC ↗ |
| 35 | GGM Financial LLC | 1,632 | $79K | +1,374 | +532.6% | 2Q | SEC ↗ |
| 36 | Sankala Group LLC NEW | 1,481 | $72K | — | +0.0% | 1Q | SEC ↗ |
| 37 | INTERNATIONAL ASSETS INVESTMENT MANAGE | 1,415 | $69K | -535 | -27.4% | 2Q | SEC ↗ |
| 38 | BLAIR WILLIAM & CO/IL | 331 | $16K | — | +0.0% | 4Q | SEC ↗ |
| 39 | FLOW TRADERS U.S. LLC | 0 | $0K | -87,669 | -100.0% | 3Q | SEC ↗ |
| 40 | MORGAN STANLEY | 0 | $0K | -1,675 | -100.0% | 2Q | SEC ↗ |
| 41 | JPMORGAN CHASE & CO | 0 | $0K | -573 | -100.0% | 2Q | SEC ↗ |
| 42 | Blue Zone Wealth Advisors, LLC | 0 | $0K | -5,498 | -100.0% | 1Q | SEC ↗ |
| 43 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0 | $0K | -5,774 | -100.0% | 1Q | SEC ↗ |
| 44 | MIRAE ASSET SECURITIES (USA) INC. | 0 | $0K | -75,000 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (13)
| Holder | Shares | Value |
|---|---|---|
| LPL Financial LLC | 73,210 | $4M |
| ROYAL BANK OF CANADA | 50,124 | $2M |
| ENVESTNET ASSET MANAGEMENT INC | 22,435 | $1M |
| D.A. DAVIDSON & CO. | 20,300 | $985K |
| Cresset Asset Management, LLC | 19,151 | $929K |
| Roberts Wealth Advisors, LLC | 16,642 | $807K |
| Hennion & Walsh Asset Management, I | 9,969 | $484K |
| Occidental Asset Management, LLC | 9,300 | $451K |
| Sowell Financial Services LLC | 7,360 | $357K |
| Sprinkle Financial Consultants LLC | 6,088 | $295K |
| JANE STREET GROUP, LLC | 5,647 | $274K |
| Cetera Investment Advisers | 5,243 | $254K |
| Sankala Group LLC | 1,481 | $72K |
Sold Out (6)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| FLOW TRADERS U.S. LLC | 87,669 | $4M |
| MIRAE ASSET SECURITIES (USA) INC. | 75,000 | $4M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 5,774 | $280K |
| Blue Zone Wealth Advisors, LLC | 5,498 | $267K |
| MORGAN STANLEY | 1,675 | $81K |
| JPMORGAN CHASE & CO | 573 | $28K |
Biggest Increases (14)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Cerity Partners LLC | +30,527 | +13.2% | 261,446 |
| FIRST AMERICAN TRUST, FSB | +27,491 | +20.5% | 161,344 |
| GOLDMAN SACHS GROUP INC | +23,186 | +62.6% | 60,207 |
| Curated Wealth Partners LLC | +21,589 | +31.1% | 90,902 |
| Perigon Wealth Management, LLC | +8,816 | +17.0% | 60,715 |
| Weaver Consulting Group | +4,424 | +10.1% | 48,146 |
| Planned Solutions, Inc. | +4,371 | +20.1% | 26,152 |
| Robertson Stephens Wealth Managemen | +2,000 | +21.9% | 11,132 |
| Contango Wealth Management LLC | +1,515 | +25.0% | 7,569 |
| GGM Financial LLC | +1,374 | +532.6% | 1,632 |
| HighTower Advisors, LLC | +258 | +1.0% | 25,125 |
| RICHARDS, MERRILL & PETERSON, INC. | +250 | +16.7% | 1,750 |
| Sanctuary Advisors, LLC | +195 | +2.2% | 8,942 |
| Magnus Financial Group LLC | +73 | +0.9% | 8,388 |
Biggest Decreases (7)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Elequin Capital, LP | -148,075 | -92.2% | 12,521 |
| Ducere Wealth Management LLC | -14,366 | -11.5% | 110,701 |
| Composition Wealth, LLC | -7,793 | -0.4% | 1,858,446 |
| FINANCIAL MANAGEMENT NETWORK INC | -2,128 | -7.1% | 27,783 |
| RVW Wealth, LLC | -1,851 | -13.8% | 11,564 |
| INTERNATIONAL ASSETS INVESTMENT MAN | -535 | -27.4% | 1,415 |
| Vivaldi Capital Management LP | -338 | -3.1% | 10,541 |