CALI — Institutionelle Eigentümer (13F)

105 Einreicher · $158.2M 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.

Institution Wert Aktien % der verfolgten 13F Typ
LPL Financial LLC $17.456.704 345.438 11,04% Aktien
CITIZENS FINANCIAL GROUP INC/RI $14.472.306 286.382 9,15% Aktien
Global Retirement Partners, LLC $13.957.960 276.204 8,83% Aktien
Elmwood Wealth Management, Inc. $11.603.323 229.610 7,34% Aktien
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $7.545.223 149.618 4,77% Aktien
FIRST AMERICAN TRUST, FSB $5.247.812 103.845 3,32% Aktien
DeLarme Wealth Management, Inc. $4.871.776 96.404 3,08% Aktien
NDWM LLC $4.486.114 88.772 2,84% Aktien
SWEENEY & MICHEL, LLC $4.246.067 84.322 2,68% Aktien
Composition Wealth, LLC $3.356.484 66.419 2,12% Aktien
Elequin Capital, LP $3.276.740 64.841 2,07% Aktien
Integrated Wealth Concepts LLC $2.949.180 58.359 1,86% Aktien
BAILARD, INC. $2.919.155 57.765 1,85% Aktien
HUB Investment Partners, LLC $2.472.273 48.922 1,56% Aktien
Precision Wealth Strategies, LLC $2.463.966 48.758 1,56% Aktien
FINANCIAL MANAGEMENT NETWORK INC $2.168.777 43.010 1,37% Aktien
Pasadena Private Wealth, LLC $2.156.379 42.671 1,36% Aktien
Atlas Private Wealth Advisors $1.672.127 33.089 1,06% Aktien
HighTower Advisors, LLC $1.623.554 32.127 1,03% Aktien
TriaGen Wealth Management LLC $1.567.608 31.020 0,99% Aktien
Valmark Advisers, Inc. $1.540.155 30.477 0,97% Aktien
M. Kulyk & Associates, LLC $1.523.024 30.138 0,96% Aktien
WRAPMANAGER INC $1.492.854 29.541 0,94% Aktien
Stratos Wealth Partners, LTD. $1.447.525 28.644 0,92% Aktien
McIlrath & Eck, LLC $1.389.700 27.557 0,88% Aktien
OSAIC HOLDINGS, INC. $1.388.642 27.478 0,88% Aktien
CARY STREET PARTNERS FINANCIAL LLC $1.325.988 26.239 0,84% Aktien
Cerity Partners LLC $1.323.620 26.194 0,84% Aktien
KANAWHA CAPITAL MANAGEMENT LLC $1.313.910 26.000 0,83% Aktien
FLC Capital Advisors $1.212.385 23.991 0,77% Aktien
MEMBERS WEALTH LLC $1.203.221 23.810 0,76% Aktien
Kera Capital Partners, Inc. $1.191.565 23.579 0,75% Aktien
Perigon Wealth Management, LLC $1.164.832 23.050 0,74% Aktien
Private Advisor Group, LLC $1.103.723 21.841 0,70% Aktien
KWB Wealth $1.076.785 21.339 0,68% Aktien
Perennial Investment Advisors, LLC $1.057.646 20.929 0,67% Aktien
AXXCESS WEALTH MANAGEMENT, LLC $1.046.093 20.700 0,66% Aktien
Shared Vision Wealth Group LLC $1.045.418 20.687 0,66% Aktien
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC $859.095 17.000 0,54% Aktien
Mutual Advisors, LLC $848.344 16.787 0,54% Aktien
Diversified Portfolios, Inc. $796.987 15.771 0,50% Aktien
Beacon Pointe Advisors, LLC $787.336 15.580 0,50% Aktien
Tortuga Wealth Management, Inc $765.535 15.149 0,48% Aktien
Cetera Investment Advisers $720.730 14.262 0,46% Aktien
Meridian Wealth Management, LLC $707.490 14.000 0,45% 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 0,41% Aktien
Savvy Advisors, Inc. $600.559 11.884 0,38% Aktien
Sound Portfolio Advisors, LLC $581.961 11.516 0,37% Aktien
Richard P Slaughter Associates Inc $575.543 11.389 0,36% Aktien
Selby Wealth Management, LLC $555.731 10.997 0,35% Aktien
Sowell Financial Services LLC $525.941 10.407 0,33% 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 0,29% Aktien
Bristlecone Value Partners, LLC $461.485 9.132 0,29% Aktien
Bell Investment Advisors, Inc $442.509 8.756 0,28% Aktien
Shum Financial Group, Inc. $434.197 8.592 0,27% Aktien
COMMONWEALTH EQUITY SERVICES, LLC $430.520 8.519 0,27% Aktien
KINGSWOOD WEALTH ADVISORS, LLC $430.246 8.514 0,27% Aktien
Apella Capital, LLC $429.722 8.522 0,27% Aktien
Client First Capital LLC $422.227 8.355 0,27% Aktien
RWA WEALTH PARTNERS, LLC $412.012 8.153 0,26% Aktien
NewEdge Advisors, LLC $402.208 7.959 0,25% Aktien
Chatterton & Associates Inc. $401.999 7.973 0,25% Aktien
SEEDS INVESTOR LLC $389.776 7.713 0,25% Aktien
Creative Planning $385.279 7.624 0,24% 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 0,20% Aktien
GRAYBILL WEALTH MANAGEMENT, LTD. $303.210 6.000 0,19% 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 0,14% Aktien
Peak Financial Management, Inc. $222.354 4.400 0,14% Aktien
Bridgewater Advisors Inc. $212.427 4.222 0,13% 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
UNION SAVINGS BANK $149.264 2.954 0,09% Aktien
MORGAN STANLEY $126.338 2.500 0,08% Aktien
Sankala Group LLC $110.853 2.201 0,07% 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
Strategic Wealth Partners, Ltd. $50.038 990 0,03% Aktien
Cambridge Investment Research Advisors, Inc. $3.280 64.912 0,00% Aktien
Betterment LLC $240 4.758 0,00% Aktien
WELLS FARGO & COMPANY/MN $43 1 0,00% Aktien