CALI iShares Short-Term California Muni Active ETF
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Propietarios institucionales (13F) 106 declarantes · $156.3M total · A fecha de 30 de junio de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 21 (-2 vs trimestre anterior) | 10 (+2 vs trimestre anterior) | 46 (+8 vs trimestre anterior) | 19 (+4 vs trimestre anterior) | +934K |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| LPL Financial LLC | $17 456 704 | 345 438 | 11,17% | Acciones |
| CITIZENS FINANCIAL GROUP INC/RI | $14 472 306 | 286 382 | 9,26% | Acciones |
| Global Retirement Partners, LLC | $13 957 960 | 276 204 | 8,93% | Acciones |
| Elmwood Wealth Management, Inc. | $11 603 323 | 229 610 | 7,42% | Acciones |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $7 545 223 | 149 618 | 4,83% | Acciones |
| FIRST AMERICAN TRUST, FSB | $5 108 891 | 101 096 | 3,27% | Acciones |
| DeLarme Wealth Management, Inc. | $4 871 776 | 96 404 | 3,12% | Acciones |
| NDWM LLC | $4 486 114 | 88 772 | 2,87% | Acciones |
| SWEENEY & MICHEL, LLC | $4 246 067 | 84 322 | 2,72% | Acciones |
| Composition Wealth, LLC | $3 356 484 | 66 419 | 2,15% | Acciones |
| Elequin Capital, LP | $3 276 740 | 64 841 | 2,10% | Acciones |
| Integrated Wealth Concepts LLC | $2 949 180 | 58 359 | 1,89% | Acciones |
| BAILARD, INC. | $2 919 155 | 57 765 | 1,87% | Acciones |
| HUB Investment Partners, LLC | $2 472 273 | 48 922 | 1,58% | Acciones |
| Precision Wealth Strategies, LLC | $2 463 966 | 48 758 | 1,58% | Acciones |
| FINANCIAL MANAGEMENT NETWORK INC | $2 168 777 | 43 010 | 1,39% | Acciones |
| Pasadena Private Wealth, LLC | $2 156 379 | 42 671 | 1,38% | Acciones |
| Atlas Private Wealth Advisors | $1 672 127 | 33 089 | 1,07% | Acciones |
| HighTower Advisors, LLC | $1 623 554 | 32 127 | 1,04% | Acciones |
| TriaGen Wealth Management LLC | $1 567 608 | 31 020 | 1,00% | Acciones |
| Valmark Advisers, Inc. | $1 540 155 | 30 477 | 0,99% | Acciones |
| M. Kulyk & Associates, LLC | $1 523 024 | 30 138 | 0,97% | Acciones |
| WRAPMANAGER INC | $1 492 854 | 29 541 | 0,95% | Acciones |
| Stratos Wealth Partners, LTD. | $1 447 525 | 28 644 | 0,93% | Acciones |
| McIlrath & Eck, LLC | $1 389 700 | 27 557 | 0,89% | Acciones |
| Cerity Partners LLC | $1 323 620 | 26 194 | 0,85% | Acciones |
| KANAWHA CAPITAL MANAGEMENT LLC | $1 313 910 | 26 000 | 0,84% | Acciones |
| FLC Capital Advisors | $1 212 385 | 23 991 | 0,78% | Acciones |
| MEMBERS WEALTH LLC | $1 203 221 | 23 810 | 0,77% | Acciones |
| Kera Capital Partners, Inc. | $1 191 565 | 23 579 | 0,76% | Acciones |
| Perigon Wealth Management, LLC | $1 164 832 | 23 050 | 0,75% | Acciones |
| Private Advisor Group, LLC | $1 103 723 | 21 841 | 0,71% | Acciones |
| KWB Wealth | $1 076 785 | 21 339 | 0,69% | Acciones |
| Perennial Investment Advisors, LLC | $1 057 646 | 20 929 | 0,68% | Acciones |
| AXXCESS WEALTH MANAGEMENT, LLC | $1 046 093 | 20 700 | 0,67% | Acciones |
| Shared Vision Wealth Group LLC | $1 045 418 | 20 687 | 0,67% | Acciones |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | $859 095 | 17 000 | 0,55% | Acciones |
| Mutual Advisors, LLC | $848 344 | 16 787 | 0,54% | Acciones |
| CARY STREET PARTNERS FINANCIAL LLC | $800 171 | 15 834 | 0,51% | Acciones |
| Diversified Portfolios, Inc. | $796 987 | 15 771 | 0,51% | Acciones |
| Beacon Pointe Advisors, LLC | $787 336 | 15 580 | 0,50% | Acciones |
| Tortuga Wealth Management, Inc | $765 535 | 15 149 | 0,49% | Acciones |
| Cetera Investment Advisers | $720 730 | 14 262 | 0,46% | Acciones |
| Meridian Wealth Management, LLC | $707 490 | 14 000 | 0,45% | Acciones |
| Mariner, LLC | $675 148 | 13 360 | 0,43% | Acciones |
| UBS Group AG | $656 753 | 12 996 | 0,42% | Acciones |
| Ariadne Wealth Management, LP | $653 267 | 12 927 | 0,42% | Acciones |
| Savvy Advisors, Inc. | $600 559 | 11 884 | 0,38% | Acciones |
| Sound Portfolio Advisors, LLC | $581 961 | 11 516 | 0,37% | Acciones |
| Richard P Slaughter Associates Inc | $575 543 | 11 389 | 0,37% | Acciones |
| Selby Wealth Management, LLC | $555 731 | 10 997 | 0,36% | Acciones |
| Sowell Financial Services LLC | $525 941 | 10 407 | 0,34% | Acciones |
| Weaver Consulting Group | $520 511 | 10 300 | 0,33% | Acciones |
| V2 Financial group LLC | $517 961 | 10 250 | 0,33% | Acciones |
| WESPAC Advisors SoCal, LLC | $500 600 | 9 906 | 0,32% | Acciones |
| Flatrock Wealth Partners LLC | $472 064 | 9 341 | 0,30% | Acciones |
| Capital Advantage, Inc. | $470 656 | 9 313 | 0,30% | Acciones |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | $461 738 | 9 137 | 0,30% | Acciones |
| Bristlecone Value Partners, LLC | $461 485 | 9 132 | 0,30% | Acciones |
| Bell Investment Advisors, Inc | $442 509 | 8 756 | 0,28% | Acciones |
| Shum Financial Group, Inc. | $434 197 | 8 592 | 0,28% | Acciones |
| COMMONWEALTH EQUITY SERVICES, LLC | $430 520 | 8 519 | 0,28% | Acciones |
| KINGSWOOD WEALTH ADVISORS, LLC | $430 246 | 8 514 | 0,28% | Acciones |
| Apella Capital, LLC | $429 722 | 8 522 | 0,27% | Acciones |
| Client First Capital LLC | $422 227 | 8 355 | 0,27% | Acciones |
| RWA WEALTH PARTNERS, LLC | $412 012 | 8 153 | 0,26% | Acciones |
| NewEdge Advisors, LLC | $402 208 | 7 959 | 0,26% | Acciones |
| Chatterton & Associates Inc. | $401 999 | 7 973 | 0,26% | Acciones |
| SEEDS INVESTOR LLC | $389 776 | 7 713 | 0,25% | Acciones |
| Creative Planning | $385 279 | 7 624 | 0,25% | Acciones |
| VANCE WEALTH, LLC | $379 720 | 7 514 | 0,24% | Acciones |
| Farther Finance Advisors, LLC | $347 641 | 6 879 | 0,22% | Acciones |
| BASSO CAPITAL MANAGEMENT, L.P. | $345 154 | 6 830 | 0,22% | Acciones |
| 3 FACTOR INDEXING, LLC | $343 083 | 6 789 | 0,22% | Acciones |
| Compound Planning, Inc. | $325 193 | 6 435 | 0,21% | Acciones |
| EHRLICH FINANCIAL GROUP | $320 847 | 6 349 | 0,21% | Acciones |
| GRAYBILL WEALTH MANAGEMENT, LTD. | $303 210 | 6 000 | 0,19% | Acciones |
| Integrated Advisors Network LLC | $300 482 | 5 946 | 0,19% | Acciones |
| GC Wealth Management RIA, LLC | $299 319 | 5 923 | 0,19% | Acciones |
| NWF Advisory Services Inc. | $270 767 | 5 358 | 0,17% | Acciones |
| Savant Capital, LLC | $270 565 | 5 354 | 0,17% | Acciones |
| ABOUND FINANCIAL, LLC | $252 675 | 5 000 | 0,16% | Acciones |
| Meritas Wealth Management, LLC | $251 108 | 4 969 | 0,16% | Acciones |
| Stone Summit Wealth LLC | $248 430 | 4 916 | 0,16% | Acciones |
| Trilogy Capital Inc. | $228 405 | 4 520 | 0,15% | Acciones |
| Peak Financial Management, Inc. | $222 354 | 4 400 | 0,14% | Acciones |
| Bridgewater Advisors Inc. | $212 427 | 4 222 | 0,14% | Acciones |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | $209 443 | 4 154 | 0,13% | Acciones |
| CAPTRUST FINANCIAL ADVISORS | $202 140 | 4 000 | 0,13% | Acciones |
| CITADEL ADVISORS LLC | $201 534 | 3 988 | 0,13% | Acciones |
| OSAIC HOLDINGS, INC. | $165 594 | 3 276 | 0,11% | Acciones |
| MORGAN STANLEY | $126 338 | 2 500 | 0,08% | Acciones |
| Sankala Group LLC | $110 853 | 2 201 | 0,07% | Acciones |
| UNION SAVINGS BANK | $103 030 | 2 039 | 0,07% | Acciones |
| MERCER GLOBAL ADVISORS INC /ADV | $99 453 | 1 968 | 0,06% | Acciones |
| Cheviot Value Management, LLC | $88 436 | 1 750 | 0,06% | Acciones |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $88 436 | 1 750 | 0,06% | Acciones |
| Allworth Financial LP | $78 835 | 1 560 | 0,05% | Acciones |
| Aptus Capital Advisors, LLC | $78 178 | 1 547 | 0,05% | Acciones |
| Smartleaf Asset Management LLC | $72 056 | 1 426 | 0,05% | Acciones |