13F Insight
DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
GDMA

GADSDEN DYNAMIC MULTI-ASSET

14 institutions still hold GADSDEN DYNAMIC MULTI-ASSET as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 02072L870·14 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 7.5%
vs prior quarter
13F value held
$182M
71.0% inst. owned
of float
Holders
14
+27 QoQ
filers reporting
Activity
+39 / −50
+903 added · −756 reduced
this quarter
Concentration
94.83%
Almanack Investment Partners, LLC. #1
top holder share
AI Holders Summary · Q1 2026

14 institutions reported GDMA in Q1 2026. Almanack Investment Partners, LLC. leads at 94.8% of the visible book. +27 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Almanack Investment Partners, LLC.
CIK 0001680613
$173M4.3M29.20%Q1 202602
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$4M107K0.01%Q1 202603
Vise Technologies, Inc.
CIK 0001812090
$2M49K0.04%Q1 202604
GTS SECURITIES LLC
CIK 0001452765· Market maker
$1M25K0.04%Q1 202605
Ethos Financial Group, LLC
CIK 0001954242
$885,68422K0.06%Q1 202606
Hudock, Inc.
CIK 0001543536
$438,73711K0.06%Q1 202607
HighTower Advisors, LLC
CIK 0001462245
$315,1018K0.00%Q1 202608
Redwood Wealth Management Group, LLC
CIK 0001963839
$313,0678K0.14%Q1 202609
MORGAN STANLEY
CIK 0000895421
$108,2183K0.00%Q1 202610
ROYAL BANK OF CANADA
CIK 0001000275
$50,0001K0.00%Q1 202611
BlackRock, Inc.
CIK 0002012383
$48,5901K0.00%Q1 202612
Federation des caisses Desjardins du Quebec
CIK 0002022297
$12,6973120.00%Q1 202613
UBS Group AG
CIK 0001610520
$1,546380.00%Q1 202614
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025