CALI — Institutional owners (13F)
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| LPL Financial LLC | $17,456,704 | 345,438 | 11.04% | Shares |
| CITIZENS FINANCIAL GROUP INC/RI | $14,472,306 | 286,382 | 9.15% | Shares |
| Global Retirement Partners, LLC | $13,957,960 | 276,204 | 8.83% | Shares |
| Elmwood Wealth Management, Inc. | $11,603,323 | 229,610 | 7.34% | Shares |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $7,545,223 | 149,618 | 4.77% | Shares |
| FIRST AMERICAN TRUST, FSB | $5,247,812 | 103,845 | 3.32% | Shares |
| DeLarme Wealth Management, Inc. | $4,871,776 | 96,404 | 3.08% | Shares |
| NDWM LLC | $4,486,114 | 88,772 | 2.84% | Shares |
| SWEENEY & MICHEL, LLC | $4,246,067 | 84,322 | 2.68% | Shares |
| Composition Wealth, LLC | $3,356,484 | 66,419 | 2.12% | Shares |
| Elequin Capital, LP | $3,276,740 | 64,841 | 2.07% | Shares |
| Integrated Wealth Concepts LLC | $2,949,180 | 58,359 | 1.86% | Shares |
| BAILARD, INC. | $2,919,155 | 57,765 | 1.85% | Shares |
| HUB Investment Partners, LLC | $2,472,273 | 48,922 | 1.56% | Shares |
| Precision Wealth Strategies, LLC | $2,463,966 | 48,758 | 1.56% | Shares |
| FINANCIAL MANAGEMENT NETWORK INC | $2,168,777 | 43,010 | 1.37% | Shares |
| Pasadena Private Wealth, LLC | $2,156,379 | 42,671 | 1.36% | Shares |
| Atlas Private Wealth Advisors | $1,672,127 | 33,089 | 1.06% | Shares |
| HighTower Advisors, LLC | $1,623,554 | 32,127 | 1.03% | Shares |
| TriaGen Wealth Management LLC | $1,567,608 | 31,020 | 0.99% | Shares |
| Valmark Advisers, Inc. | $1,540,155 | 30,477 | 0.97% | Shares |
| M. Kulyk & Associates, LLC | $1,523,024 | 30,138 | 0.96% | Shares |
| WRAPMANAGER INC | $1,492,854 | 29,541 | 0.94% | Shares |
| Stratos Wealth Partners, LTD. | $1,447,525 | 28,644 | 0.92% | Shares |
| McIlrath & Eck, LLC | $1,389,700 | 27,557 | 0.88% | Shares |
| OSAIC HOLDINGS, INC. | $1,388,642 | 27,478 | 0.88% | Shares |
| CARY STREET PARTNERS FINANCIAL LLC | $1,325,988 | 26,239 | 0.84% | Shares |
| Cerity Partners LLC | $1,323,620 | 26,194 | 0.84% | Shares |
| KANAWHA CAPITAL MANAGEMENT LLC | $1,313,910 | 26,000 | 0.83% | Shares |
| FLC Capital Advisors | $1,212,385 | 23,991 | 0.77% | Shares |
| MEMBERS WEALTH LLC | $1,203,221 | 23,810 | 0.76% | Shares |
| Kera Capital Partners, Inc. | $1,191,565 | 23,579 | 0.75% | Shares |
| Perigon Wealth Management, LLC | $1,164,832 | 23,050 | 0.74% | Shares |
| Private Advisor Group, LLC | $1,103,723 | 21,841 | 0.70% | Shares |
| KWB Wealth | $1,076,785 | 21,339 | 0.68% | Shares |
| Perennial Investment Advisors, LLC | $1,057,646 | 20,929 | 0.67% | Shares |
| AXXCESS WEALTH MANAGEMENT, LLC | $1,046,093 | 20,700 | 0.66% | Shares |
| Shared Vision Wealth Group LLC | $1,045,418 | 20,687 | 0.66% | Shares |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | $859,095 | 17,000 | 0.54% | Shares |
| Mutual Advisors, LLC | $848,344 | 16,787 | 0.54% | Shares |
| Diversified Portfolios, Inc. | $796,987 | 15,771 | 0.50% | Shares |
| Beacon Pointe Advisors, LLC | $787,336 | 15,580 | 0.50% | Shares |
| Tortuga Wealth Management, Inc | $765,535 | 15,149 | 0.48% | Shares |
| Cetera Investment Advisers | $720,730 | 14,262 | 0.46% | Shares |
| Meridian Wealth Management, LLC | $707,490 | 14,000 | 0.45% | Shares |
| Mariner, LLC | $675,148 | 13,360 | 0.43% | Shares |
| UBS Group AG | $656,753 | 12,996 | 0.42% | Shares |
| Ariadne Wealth Management, LP | $653,267 | 12,927 | 0.41% | Shares |
| Savvy Advisors, Inc. | $600,559 | 11,884 | 0.38% | Shares |
| Sound Portfolio Advisors, LLC | $581,961 | 11,516 | 0.37% | Shares |
| Richard P Slaughter Associates Inc | $575,543 | 11,389 | 0.36% | Shares |
| Selby Wealth Management, LLC | $555,731 | 10,997 | 0.35% | Shares |
| Sowell Financial Services LLC | $525,941 | 10,407 | 0.33% | Shares |
| Weaver Consulting Group | $520,511 | 10,300 | 0.33% | Shares |
| V2 Financial group LLC | $517,961 | 10,250 | 0.33% | Shares |
| WESPAC Advisors SoCal, LLC | $500,600 | 9,906 | 0.32% | Shares |
| Flatrock Wealth Partners LLC | $472,064 | 9,341 | 0.30% | Shares |
| Capital Advantage, Inc. | $470,656 | 9,313 | 0.30% | Shares |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | $461,738 | 9,137 | 0.29% | Shares |
| Bristlecone Value Partners, LLC | $461,485 | 9,132 | 0.29% | Shares |
| Bell Investment Advisors, Inc | $442,509 | 8,756 | 0.28% | Shares |
| Shum Financial Group, Inc. | $434,197 | 8,592 | 0.27% | Shares |
| COMMONWEALTH EQUITY SERVICES, LLC | $430,520 | 8,519 | 0.27% | Shares |
| KINGSWOOD WEALTH ADVISORS, LLC | $430,246 | 8,514 | 0.27% | Shares |
| Apella Capital, LLC | $429,722 | 8,522 | 0.27% | Shares |
| Client First Capital LLC | $422,227 | 8,355 | 0.27% | Shares |
| RWA WEALTH PARTNERS, LLC | $412,012 | 8,153 | 0.26% | Shares |
| NewEdge Advisors, LLC | $402,208 | 7,959 | 0.25% | Shares |
| Chatterton & Associates Inc. | $401,999 | 7,973 | 0.25% | Shares |
| SEEDS INVESTOR LLC | $389,776 | 7,713 | 0.25% | Shares |
| Creative Planning | $385,279 | 7,624 | 0.24% | Shares |
| VANCE WEALTH, LLC | $379,720 | 7,514 | 0.24% | Shares |
| Farther Finance Advisors, LLC | $347,641 | 6,879 | 0.22% | Shares |
| BASSO CAPITAL MANAGEMENT, L.P. | $345,154 | 6,830 | 0.22% | Shares |
| 3 FACTOR INDEXING, LLC | $343,083 | 6,789 | 0.22% | Shares |
| Compound Planning, Inc. | $325,193 | 6,435 | 0.21% | Shares |
| EHRLICH FINANCIAL GROUP | $320,847 | 6,349 | 0.20% | Shares |
| GRAYBILL WEALTH MANAGEMENT, LTD. | $303,210 | 6,000 | 0.19% | Shares |
| Integrated Advisors Network LLC | $300,482 | 5,946 | 0.19% | Shares |
| GC Wealth Management RIA, LLC | $299,319 | 5,923 | 0.19% | Shares |
| NWF Advisory Services Inc. | $270,767 | 5,358 | 0.17% | Shares |
| Savant Capital, LLC | $270,565 | 5,354 | 0.17% | Shares |
| ABOUND FINANCIAL, LLC | $252,675 | 5,000 | 0.16% | Shares |
| Meritas Wealth Management, LLC | $251,108 | 4,969 | 0.16% | Shares |
| Stone Summit Wealth LLC | $248,430 | 4,916 | 0.16% | Shares |
| Trilogy Capital Inc. | $228,405 | 4,520 | 0.14% | Shares |
| Peak Financial Management, Inc. | $222,354 | 4,400 | 0.14% | Shares |
| Bridgewater Advisors Inc. | $212,427 | 4,222 | 0.13% | Shares |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | $209,443 | 4,154 | 0.13% | Shares |
| CAPTRUST FINANCIAL ADVISORS | $202,140 | 4,000 | 0.13% | Shares |
| CITADEL ADVISORS LLC | $201,534 | 3,988 | 0.13% | Shares |
| UNION SAVINGS BANK | $149,264 | 2,954 | 0.09% | Shares |
| MORGAN STANLEY | $126,338 | 2,500 | 0.08% | Shares |
| Sankala Group LLC | $110,853 | 2,201 | 0.07% | Shares |
| Cheviot Value Management, LLC | $88,436 | 1,750 | 0.06% | Shares |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $88,436 | 1,750 | 0.06% | Shares |
| Allworth Financial LP | $78,835 | 1,560 | 0.05% | Shares |
| Aptus Capital Advisors, LLC | $78,178 | 1,547 | 0.05% | Shares |
| Smartleaf Asset Management LLC | $72,056 | 1,426 | 0.05% | Shares |
| WealthCollab, LLC | $65,241 | 1,291 | 0.04% | Shares |
| Sunrise Financial Services, LLC | $53,062 | 1,050 | 0.03% | Shares |
| Strategic Wealth Partners, Ltd. | $50,038 | 990 | 0.03% | Shares |
| Cambridge Investment Research Advisors, Inc. | $3,280 | 64,912 | 0.00% | Shares |
| Betterment LLC | $240 | 4,758 | 0.00% | Shares |
| WELLS FARGO & COMPANY/MN | $43 | 1 | 0.00% | Shares |