CALI iShares Short-Term California Muni Active ETF
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Institutionelle Eigentümer (13F) 104 Einreicher · $155.4M gesamt · Stand 30. Juni 2026
Institutionen, die diese Aktie in ihrer vierteljährlichen SEC-Formular 13F melden. Nur Long-Positionen; ein einzelner Einreicher kann für separate Optionsscheine zweimal erscheinen. Große gegenläufige Put/Call-Positionen spiegeln typischerweise Market-Making oder abgesicherte Bestände wider, nicht die gerichtete Überzeugung.
Institutionelle Aktivität — Q2 2026 vs. Vorquartal
| Neue Positionen | Geschlossene Positionen | Erhöht | Abgenommen | Nettoveränderung der Aktien |
|---|---|---|---|---|
| 21 (-2 vs. Vorquartal) | 10 (+2 vs. Vorquartal) | 46 (+8 vs. Vorquartal) | 19 (+4 vs. Vorquartal) | +934K |
Verglichen mit Q1 2026. SEC-Formular 13F-Einreichungen sind innerhalb von 45 Tagen nach Quartalsende fällig, zuzüglich einer kurzen Pufferzeit für verspätete Einreicher — Quartale, die noch in diesem Fenster liegen, werden zugunsten des letzten vollständig berichteten Paares übersprungen.
| Institution | Wert | Aktien | % der verfolgten 13F | Typ |
|---|---|---|---|---|
| LPL Financial LLC | $17.456.704 | 345.438 | 11,23% | Aktien |
| CITIZENS FINANCIAL GROUP INC/RI | $14.472.306 | 286.382 | 9,31% | Aktien |
| Global Retirement Partners, LLC | $13.957.960 | 276.204 | 8,98% | Aktien |
| Elmwood Wealth Management, Inc. | $11.603.323 | 229.610 | 7,47% | Aktien |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $7.545.223 | 149.618 | 4,85% | Aktien |
| FIRST AMERICAN TRUST, FSB | $5.108.891 | 101.096 | 3,29% | Aktien |
| DeLarme Wealth Management, Inc. | $4.871.776 | 96.404 | 3,13% | Aktien |
| NDWM LLC | $4.486.114 | 88.772 | 2,89% | Aktien |
| SWEENEY & MICHEL, LLC | $4.246.067 | 84.322 | 2,73% | Aktien |
| Composition Wealth, LLC | $3.356.484 | 66.419 | 2,16% | Aktien |
| Elequin Capital, LP | $3.276.740 | 64.841 | 2,11% | Aktien |
| Integrated Wealth Concepts LLC | $2.949.180 | 58.359 | 1,90% | Aktien |
| BAILARD, INC. | $2.919.155 | 57.765 | 1,88% | Aktien |
| HUB Investment Partners, LLC | $2.472.273 | 48.922 | 1,59% | Aktien |
| Precision Wealth Strategies, LLC | $2.463.966 | 48.758 | 1,59% | Aktien |
| FINANCIAL MANAGEMENT NETWORK INC | $2.168.777 | 43.010 | 1,40% | Aktien |
| Pasadena Private Wealth, LLC | $2.156.379 | 42.671 | 1,39% | Aktien |
| Atlas Private Wealth Advisors | $1.672.127 | 33.089 | 1,08% | Aktien |
| HighTower Advisors, LLC | $1.623.554 | 32.127 | 1,04% | Aktien |
| TriaGen Wealth Management LLC | $1.567.608 | 31.020 | 1,01% | Aktien |
| Valmark Advisers, Inc. | $1.540.155 | 30.477 | 0,99% | Aktien |
| M. Kulyk & Associates, LLC | $1.523.024 | 30.138 | 0,98% | Aktien |
| WRAPMANAGER INC | $1.492.854 | 29.541 | 0,96% | Aktien |
| Stratos Wealth Partners, LTD. | $1.447.525 | 28.644 | 0,93% | Aktien |
| McIlrath & Eck, LLC | $1.389.700 | 27.557 | 0,89% | Aktien |
| Cerity Partners LLC | $1.323.620 | 26.194 | 0,85% | Aktien |
| KANAWHA CAPITAL MANAGEMENT LLC | $1.313.910 | 26.000 | 0,85% | Aktien |
| FLC Capital Advisors | $1.212.385 | 23.991 | 0,78% | Aktien |
| MEMBERS WEALTH LLC | $1.203.221 | 23.810 | 0,77% | Aktien |
| Kera Capital Partners, Inc. | $1.191.565 | 23.579 | 0,77% | Aktien |
| Perigon Wealth Management, LLC | $1.164.832 | 23.050 | 0,75% | Aktien |
| Private Advisor Group, LLC | $1.103.723 | 21.841 | 0,71% | Aktien |
| KWB Wealth | $1.076.785 | 21.339 | 0,69% | Aktien |
| Perennial Investment Advisors, LLC | $1.057.646 | 20.929 | 0,68% | Aktien |
| AXXCESS WEALTH MANAGEMENT, LLC | $1.046.093 | 20.700 | 0,67% | Aktien |
| Shared Vision Wealth Group LLC | $1.045.418 | 20.687 | 0,67% | Aktien |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | $859.095 | 17.000 | 0,55% | Aktien |
| Mutual Advisors, LLC | $848.344 | 16.787 | 0,55% | Aktien |
| CARY STREET PARTNERS FINANCIAL LLC | $800.171 | 15.834 | 0,51% | Aktien |
| Diversified Portfolios, Inc. | $796.987 | 15.771 | 0,51% | Aktien |
| Tortuga Wealth Management, Inc | $765.535 | 15.149 | 0,49% | Aktien |
| Cetera Investment Advisers | $720.730 | 14.262 | 0,46% | Aktien |
| Meridian Wealth Management, LLC | $707.490 | 14.000 | 0,46% | Aktien |
| Mariner, LLC | $675.148 | 13.360 | 0,43% | Aktien |
| UBS Group AG | $656.753 | 12.996 | 0,42% | Aktien |
| Ariadne Wealth Management, LP | $653.267 | 12.927 | 0,42% | Aktien |
| Savvy Advisors, Inc. | $600.559 | 11.884 | 0,39% | Aktien |
| Sound Portfolio Advisors, LLC | $581.961 | 11.516 | 0,37% | Aktien |
| Richard P Slaughter Associates Inc | $575.543 | 11.389 | 0,37% | Aktien |
| Selby Wealth Management, LLC | $555.731 | 10.997 | 0,36% | Aktien |
| Sowell Financial Services LLC | $525.941 | 10.407 | 0,34% | Aktien |
| Weaver Consulting Group | $520.511 | 10.300 | 0,33% | Aktien |
| V2 Financial group LLC | $517.961 | 10.250 | 0,33% | Aktien |
| WESPAC Advisors SoCal, LLC | $500.600 | 9.906 | 0,32% | Aktien |
| Flatrock Wealth Partners LLC | $472.064 | 9.341 | 0,30% | Aktien |
| Capital Advantage, Inc. | $470.656 | 9.313 | 0,30% | Aktien |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | $461.738 | 9.137 | 0,30% | Aktien |
| Bristlecone Value Partners, LLC | $461.485 | 9.132 | 0,30% | Aktien |
| Bell Investment Advisors, Inc | $442.509 | 8.756 | 0,28% | Aktien |
| Shum Financial Group, Inc. | $434.197 | 8.592 | 0,28% | Aktien |
| COMMONWEALTH EQUITY SERVICES, LLC | $430.520 | 8.519 | 0,28% | Aktien |
| KINGSWOOD WEALTH ADVISORS, LLC | $430.246 | 8.514 | 0,28% | Aktien |
| Apella Capital, LLC | $429.722 | 8.522 | 0,28% | Aktien |
| Client First Capital LLC | $422.227 | 8.355 | 0,27% | Aktien |
| RWA WEALTH PARTNERS, LLC | $412.012 | 8.153 | 0,27% | Aktien |
| NewEdge Advisors, LLC | $402.208 | 7.959 | 0,26% | Aktien |
| Chatterton & Associates Inc. | $401.999 | 7.973 | 0,26% | Aktien |
| SEEDS INVESTOR LLC | $389.776 | 7.713 | 0,25% | Aktien |
| Creative Planning | $385.279 | 7.624 | 0,25% | Aktien |
| VANCE WEALTH, LLC | $379.720 | 7.514 | 0,24% | Aktien |
| Farther Finance Advisors, LLC | $347.641 | 6.879 | 0,22% | Aktien |
| BASSO CAPITAL MANAGEMENT, L.P. | $345.154 | 6.830 | 0,22% | Aktien |
| 3 FACTOR INDEXING, LLC | $343.083 | 6.789 | 0,22% | Aktien |
| Compound Planning, Inc. | $325.193 | 6.435 | 0,21% | Aktien |
| EHRLICH FINANCIAL GROUP | $320.847 | 6.349 | 0,21% | Aktien |
| GRAYBILL WEALTH MANAGEMENT, LTD. | $303.210 | 6.000 | 0,20% | Aktien |
| Integrated Advisors Network LLC | $300.482 | 5.946 | 0,19% | Aktien |
| GC Wealth Management RIA, LLC | $299.319 | 5.923 | 0,19% | Aktien |
| NWF Advisory Services Inc. | $270.767 | 5.358 | 0,17% | Aktien |
| Savant Capital, LLC | $270.565 | 5.354 | 0,17% | Aktien |
| ABOUND FINANCIAL, LLC | $252.675 | 5.000 | 0,16% | Aktien |
| Meritas Wealth Management, LLC | $251.108 | 4.969 | 0,16% | Aktien |
| Stone Summit Wealth LLC | $248.430 | 4.916 | 0,16% | Aktien |
| Trilogy Capital Inc. | $228.405 | 4.520 | 0,15% | Aktien |
| Peak Financial Management, Inc. | $222.354 | 4.400 | 0,14% | Aktien |
| Bridgewater Advisors Inc. | $212.427 | 4.222 | 0,14% | Aktien |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | $209.443 | 4.154 | 0,13% | Aktien |
| CAPTRUST FINANCIAL ADVISORS | $202.140 | 4.000 | 0,13% | Aktien |
| CITADEL ADVISORS LLC | $201.534 | 3.988 | 0,13% | Aktien |
| OSAIC HOLDINGS, INC. | $165.594 | 3.276 | 0,11% | Aktien |
| MORGAN STANLEY | $126.338 | 2.500 | 0,08% | Aktien |
| UNION SAVINGS BANK | $103.030 | 2.039 | 0,07% | Aktien |
| MERCER GLOBAL ADVISORS INC /ADV | $99.453 | 1.968 | 0,06% | Aktien |
| Cheviot Value Management, LLC | $88.436 | 1.750 | 0,06% | Aktien |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $88.436 | 1.750 | 0,06% | Aktien |
| Allworth Financial LP | $78.835 | 1.560 | 0,05% | Aktien |
| Aptus Capital Advisors, LLC | $78.178 | 1.547 | 0,05% | Aktien |
| Smartleaf Asset Management LLC | $72.056 | 1.426 | 0,05% | Aktien |
| WealthCollab, LLC | $65.241 | 1.291 | 0,04% | Aktien |
| Sunrise Financial Services, LLC | $53.062 | 1.050 | 0,03% | Aktien |