— Know what they know.
Not Investment Advice

GDMA Institutional Ownership

Gadsden Dynamic Multi-Asset ETF
1W: -0.8% 1M: -2.5% 3M: -2.1% YTD: +5.0% 1Y: +5.3% 3Y: +43.9% 5Y: +42.0%
$40.95
+0.17 (+0.40%)
 
Weekly Expected Move ±1.4%
$40 $40 $41 $42 $42
ETF CBOE · AUM $204.3M

Institutional Ownership — GDMA

12
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
203M
Total Invested
0
New Positions
5
Increased
3
Reduced
2
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (13 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Almanack Investment Partners, LLC. 4,408,996 181M +157,885 +3.7% 18Q SEC ↗
2 Vise Technologies, Inc. 115,198 5M +66,106 +134.7% 3Q SEC ↗
3 WEALTH ENHANCEMENT ADVISORY SERVICES, 109,423 4M +2,745 +2.6% 5Q SEC ↗
4 Ethos Financial Group, LLC 21,764 891K — +0.0% 3Q SEC ↗
5 Hudock, Inc. 10,781 442K — +0.0% 9Q SEC ↗
6 HighTower Advisors, LLC 7,743 317K — +0.0% 9Q SEC ↗
7 Redwood Wealth Management Group, LLC NEW 7,693 315K — +0.0% 1Q SEC ↗
8 MORGAN STANLEY 2,359 97K -300 -11.3% 8Q SEC ↗
9 ROYAL BANK OF CANADA 1,279 52K +42 +3.4% 2Q SEC ↗
10 BlackRock, Inc. 1,194 49K — +0.0% 5Q SEC ↗
11 Federation des caisses Desjardins du Q 530 22K +218 +69.9% 18Q SEC ↗
12 GTS SECURITIES LLC 0 0K -24,886 -100.0% 3Q SEC ↗
13 UBS Group AG 0 0K -38 -100.0% 1Q SEC ↗

Recent Activity

New Positions (1)
HolderSharesValue
Redwood Wealth Management Group, LL 7,693 315K
Sold Out (2)
HolderPrev SharesPrev Value
GTS SECURITIES LLC 24,886 1M
UBS Group AG 38 2K
Biggest Increases (5)
HolderAddedChange %Total Shares
Almanack Investment Partners, LLC. +157,885 +3.7% 4,408,996
Vise Technologies, Inc. +66,106 +134.7% 115,198
WEALTH ENHANCEMENT ADVISORY SERVICE +2,745 +2.6% 109,423
Federation des caisses Desjardins d +218 +69.9% 530
ROYAL BANK OF CANADA +42 +3.4% 1,279
Biggest Decreases (1)
HolderReducedChange %Total Shares
MORGAN STANLEY -300 -11.3% 2,359

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms