CUSIP 38149W564DYNAMIC CAL MUNIGCALQ4 2025
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Composition Wealth, LLC | 1.63M | $82.97M |
| 2 | Cerity Partners LLC | 212.9K | $10.84M |
| 3 | Curated Wealth Partners LLC | 142.8K | $7.27M |
| 4 | Ducere Wealth Management LLC | 133.8K | $6.81M |
| 5 | First American Trust, Fsb | 106.9K | $5.44M |
| 6 | Perigon Wealth Management, LLC | 30.5K | $1.55M |
| 7 | Goldman Sachs Group Inc | 29.6K | $1.50M |
| 8 | Financial Management Network Inc | 28.3K | $1.44M |
| 9 |
| Weaver Consulting Group |
| 28.2K |
| $1.44M |
| 10 | Hightower Advisors, LLC | 24.5K | $1.25M |