CALI iShares Short-Term California Muni Active ETF
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Détenteurs institutionnels (13F) 104 déclarants · $155.4M total · Au 30 juin 2026
Institutions qui déclarent détenir cette action dans leur Formulaire SEC 13F trimestriel. Uniquement les positions longues ; un même déclarant peut apparaître deux fois pour des jambes d'options distinctes. Les jambes put/call compensatoires importantes reflètent généralement la tenue de marché ou un inventaire couvert, pas une conviction directionnelle.
Activité institutionnelle — Q2 2026 vs trimestre précédent
| Nouvelles positions | Positions clôturées | Augmenté | Diminué | Variation nette des actions |
|---|---|---|---|---|
| 21 (-2 vs T. préc.) | 10 (+2 vs T. préc.) | 46 (+8 vs T. préc.) | 19 (+4 vs T. préc.) | +934K |
Comparé à Q1 2026. Les dépôts de formulaire 13F de la SEC sont dus dans les 45 jours suivant la fin du trimestre, plus une courte période tampon pour les déposants tardifs — les trimestres encore dans cette fenêtre sont ignorés au profit de la paire la plus récente entièrement déclarée.
| Institution | Valeur | Actions | % de 13F suivies | Type |
|---|---|---|---|---|
| LPL Financial LLC | $17 456 704 | 345 438 | 11,23% | Actions |
| CITIZENS FINANCIAL GROUP INC/RI | $14 472 306 | 286 382 | 9,31% | Actions |
| Global Retirement Partners, LLC | $13 957 960 | 276 204 | 8,98% | Actions |
| Elmwood Wealth Management, Inc. | $11 603 323 | 229 610 | 7,47% | Actions |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $7 545 223 | 149 618 | 4,85% | Actions |
| FIRST AMERICAN TRUST, FSB | $5 108 891 | 101 096 | 3,29% | Actions |
| DeLarme Wealth Management, Inc. | $4 871 776 | 96 404 | 3,13% | Actions |
| NDWM LLC | $4 486 114 | 88 772 | 2,89% | Actions |
| SWEENEY & MICHEL, LLC | $4 246 067 | 84 322 | 2,73% | Actions |
| Composition Wealth, LLC | $3 356 484 | 66 419 | 2,16% | Actions |
| Elequin Capital, LP | $3 276 740 | 64 841 | 2,11% | Actions |
| Integrated Wealth Concepts LLC | $2 949 180 | 58 359 | 1,90% | Actions |
| BAILARD, INC. | $2 919 155 | 57 765 | 1,88% | Actions |
| HUB Investment Partners, LLC | $2 472 273 | 48 922 | 1,59% | Actions |
| Precision Wealth Strategies, LLC | $2 463 966 | 48 758 | 1,59% | Actions |
| FINANCIAL MANAGEMENT NETWORK INC | $2 168 777 | 43 010 | 1,40% | Actions |
| Pasadena Private Wealth, LLC | $2 156 379 | 42 671 | 1,39% | Actions |
| Atlas Private Wealth Advisors | $1 672 127 | 33 089 | 1,08% | Actions |
| HighTower Advisors, LLC | $1 623 554 | 32 127 | 1,04% | Actions |
| TriaGen Wealth Management LLC | $1 567 608 | 31 020 | 1,01% | Actions |
| Valmark Advisers, Inc. | $1 540 155 | 30 477 | 0,99% | Actions |
| M. Kulyk & Associates, LLC | $1 523 024 | 30 138 | 0,98% | Actions |
| WRAPMANAGER INC | $1 492 854 | 29 541 | 0,96% | Actions |
| Stratos Wealth Partners, LTD. | $1 447 525 | 28 644 | 0,93% | Actions |
| McIlrath & Eck, LLC | $1 389 700 | 27 557 | 0,89% | Actions |
| Cerity Partners LLC | $1 323 620 | 26 194 | 0,85% | Actions |
| KANAWHA CAPITAL MANAGEMENT LLC | $1 313 910 | 26 000 | 0,85% | Actions |
| FLC Capital Advisors | $1 212 385 | 23 991 | 0,78% | Actions |
| MEMBERS WEALTH LLC | $1 203 221 | 23 810 | 0,77% | Actions |
| Kera Capital Partners, Inc. | $1 191 565 | 23 579 | 0,77% | Actions |
| Perigon Wealth Management, LLC | $1 164 832 | 23 050 | 0,75% | Actions |
| Private Advisor Group, LLC | $1 103 723 | 21 841 | 0,71% | Actions |
| KWB Wealth | $1 076 785 | 21 339 | 0,69% | Actions |
| Perennial Investment Advisors, LLC | $1 057 646 | 20 929 | 0,68% | Actions |
| AXXCESS WEALTH MANAGEMENT, LLC | $1 046 093 | 20 700 | 0,67% | Actions |
| Shared Vision Wealth Group LLC | $1 045 418 | 20 687 | 0,67% | Actions |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | $859 095 | 17 000 | 0,55% | Actions |
| Mutual Advisors, LLC | $848 344 | 16 787 | 0,55% | Actions |
| CARY STREET PARTNERS FINANCIAL LLC | $800 171 | 15 834 | 0,51% | Actions |
| Diversified Portfolios, Inc. | $796 987 | 15 771 | 0,51% | Actions |
| Tortuga Wealth Management, Inc | $765 535 | 15 149 | 0,49% | Actions |
| Cetera Investment Advisers | $720 730 | 14 262 | 0,46% | Actions |
| Meridian Wealth Management, LLC | $707 490 | 14 000 | 0,46% | Actions |
| Mariner, LLC | $675 148 | 13 360 | 0,43% | Actions |
| UBS Group AG | $656 753 | 12 996 | 0,42% | Actions |
| Ariadne Wealth Management, LP | $653 267 | 12 927 | 0,42% | Actions |
| Savvy Advisors, Inc. | $600 559 | 11 884 | 0,39% | Actions |
| Sound Portfolio Advisors, LLC | $581 961 | 11 516 | 0,37% | Actions |
| Richard P Slaughter Associates Inc | $575 543 | 11 389 | 0,37% | Actions |
| Selby Wealth Management, LLC | $555 731 | 10 997 | 0,36% | Actions |
| Sowell Financial Services LLC | $525 941 | 10 407 | 0,34% | Actions |
| Weaver Consulting Group | $520 511 | 10 300 | 0,33% | Actions |
| V2 Financial group LLC | $517 961 | 10 250 | 0,33% | Actions |
| WESPAC Advisors SoCal, LLC | $500 600 | 9 906 | 0,32% | Actions |
| Flatrock Wealth Partners LLC | $472 064 | 9 341 | 0,30% | Actions |
| Capital Advantage, Inc. | $470 656 | 9 313 | 0,30% | Actions |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | $461 738 | 9 137 | 0,30% | Actions |
| Bristlecone Value Partners, LLC | $461 485 | 9 132 | 0,30% | Actions |
| Bell Investment Advisors, Inc | $442 509 | 8 756 | 0,28% | Actions |
| Shum Financial Group, Inc. | $434 197 | 8 592 | 0,28% | Actions |
| COMMONWEALTH EQUITY SERVICES, LLC | $430 520 | 8 519 | 0,28% | Actions |
| KINGSWOOD WEALTH ADVISORS, LLC | $430 246 | 8 514 | 0,28% | Actions |
| Apella Capital, LLC | $429 722 | 8 522 | 0,28% | Actions |
| Client First Capital LLC | $422 227 | 8 355 | 0,27% | Actions |
| RWA WEALTH PARTNERS, LLC | $412 012 | 8 153 | 0,27% | Actions |
| NewEdge Advisors, LLC | $402 208 | 7 959 | 0,26% | Actions |
| Chatterton & Associates Inc. | $401 999 | 7 973 | 0,26% | Actions |
| SEEDS INVESTOR LLC | $389 776 | 7 713 | 0,25% | Actions |
| Creative Planning | $385 279 | 7 624 | 0,25% | Actions |
| VANCE WEALTH, LLC | $379 720 | 7 514 | 0,24% | Actions |
| Farther Finance Advisors, LLC | $347 641 | 6 879 | 0,22% | Actions |
| BASSO CAPITAL MANAGEMENT, L.P. | $345 154 | 6 830 | 0,22% | Actions |
| 3 FACTOR INDEXING, LLC | $343 083 | 6 789 | 0,22% | Actions |
| Compound Planning, Inc. | $325 193 | 6 435 | 0,21% | Actions |
| EHRLICH FINANCIAL GROUP | $320 847 | 6 349 | 0,21% | Actions |
| GRAYBILL WEALTH MANAGEMENT, LTD. | $303 210 | 6 000 | 0,20% | Actions |
| Integrated Advisors Network LLC | $300 482 | 5 946 | 0,19% | Actions |
| GC Wealth Management RIA, LLC | $299 319 | 5 923 | 0,19% | Actions |
| NWF Advisory Services Inc. | $270 767 | 5 358 | 0,17% | Actions |
| Savant Capital, LLC | $270 565 | 5 354 | 0,17% | Actions |
| ABOUND FINANCIAL, LLC | $252 675 | 5 000 | 0,16% | Actions |
| Meritas Wealth Management, LLC | $251 108 | 4 969 | 0,16% | Actions |
| Stone Summit Wealth LLC | $248 430 | 4 916 | 0,16% | Actions |
| Trilogy Capital Inc. | $228 405 | 4 520 | 0,15% | Actions |
| Peak Financial Management, Inc. | $222 354 | 4 400 | 0,14% | Actions |
| Bridgewater Advisors Inc. | $212 427 | 4 222 | 0,14% | Actions |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | $209 443 | 4 154 | 0,13% | Actions |
| CAPTRUST FINANCIAL ADVISORS | $202 140 | 4 000 | 0,13% | Actions |
| CITADEL ADVISORS LLC | $201 534 | 3 988 | 0,13% | Actions |
| OSAIC HOLDINGS, INC. | $165 594 | 3 276 | 0,11% | Actions |
| MORGAN STANLEY | $126 338 | 2 500 | 0,08% | Actions |
| UNION SAVINGS BANK | $103 030 | 2 039 | 0,07% | Actions |
| MERCER GLOBAL ADVISORS INC /ADV | $99 453 | 1 968 | 0,06% | Actions |
| Cheviot Value Management, LLC | $88 436 | 1 750 | 0,06% | Actions |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $88 436 | 1 750 | 0,06% | Actions |
| Allworth Financial LP | $78 835 | 1 560 | 0,05% | Actions |
| Aptus Capital Advisors, LLC | $78 178 | 1 547 | 0,05% | Actions |
| Smartleaf Asset Management LLC | $72 056 | 1 426 | 0,05% | Actions |
| WealthCollab, LLC | $65 241 | 1 291 | 0,04% | Actions |
| Sunrise Financial Services, LLC | $53 062 | 1 050 | 0,03% | Actions |