DOSSIER · 13F Holders · Q2 2026
GDMA

GADSDEN DYNAMIC MULTI-ASSET

12 institutions still hold GADSDEN DYNAMIC MULTI-ASSET as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 02072L870·12 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$203M
visible holders
Holders
12
filers reporting
Concentration
94.17%
Almanack Investment Partners, LLC. #1
top holder share
AI Holders Summary · Q2 2026

12 institutions reported GDMA in Q2 2026. Almanack Investment Partners, LLC. leads at 94.2% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Almanack Investment Partners, LLC.
CIK 0001680613
$191M4.4M24.38%Q2 2026
02
Vise Technologies, Inc.
CIK 0001812090
$5M115K0.06%Q2 2026
03
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$5M109K0.01%Q2 2026
04
Ethos Financial Group, LLC
CIK 0001954242
$922K22K0.06%Q2 2026
05
Hudock, Inc.
CIK 0001543536
$468K11K0.06%Q2 2026
06
HighTower Advisors, LLC
CIK 0001462245
$336K8K0.00%Q2 2026
07
Redwood Wealth Management Group, LLC
CIK 0001963839
$313K8K0.14%Q1 2026
08
MORGAN STANLEY
CIK 0000895421
$102K2K0.00%Q2 2026
09
ROYAL BANK OF CANADA
CIK 0001000275
$56K1K0.00%Q2 2026
10
BlackRock, Inc.
CIK 0002012383
$52K1K0.00%Q2 2026
11
Federation des caisses Desjardins du Quebec
CIK 0002022297
$23K5300.00%Q2 2026
12
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025