CALI iShares Short-Term California Muni Active ETF
Belum ada data fundamental untuk ticker ini.
Pemilik institusional (13F) 106 pengaju · $156.3M total · Per tanggal 30 Juni 2026
Institusi yang melaporkan kepemilikan saham ini dalam SEC Form 13F triwulanan mereka. Hanya posisi panjang; satu pengaju dapat muncul dua kali untuk leg opsi terpisah. Kaki put/call offset yang besar biasanya mencerminkan pembuatan pasar atau inventaris yang dilindungi, bukan keyakinan arah.
Aktivitas institusional — Q2 2026 vs kuartal sebelumnya
| Posisi baru | Posisi yang keluar | Meningkat | Menurun | Perubahan bersih saham |
|---|---|---|---|---|
| 21 (-2 vs Kuartal sebelumnya) | 10 (+2 vs Kuartal sebelumnya) | 46 (+8 vs Kuartal sebelumnya) | 19 (+4 vs Kuartal sebelumnya) | +934K |
Dibandingkan dengan Q1 2026. Pengajuan Formulir 13F SEC jatuh tempo dalam waktu 45 hari setelah akhir kuartal ditambah kelonggaran singkat untuk pengaju terlambat — kuartal yang masih dalam jangka waktu tersebut dilewati demi pasangan terakhir yang dilaporkan sepenuhnya.
| Institusi | Nilai | Saham | % dari 13F yang dilacak | Tipe |
|---|---|---|---|---|
| LPL Financial LLC | $17.456.704 | 345.438 | 11,17% | Saham |
| CITIZENS FINANCIAL GROUP INC/RI | $14.472.306 | 286.382 | 9,26% | Saham |
| Global Retirement Partners, LLC | $13.957.960 | 276.204 | 8,93% | Saham |
| Elmwood Wealth Management, Inc. | $11.603.323 | 229.610 | 7,42% | Saham |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $7.545.223 | 149.618 | 4,83% | Saham |
| FIRST AMERICAN TRUST, FSB | $5.108.891 | 101.096 | 3,27% | Saham |
| DeLarme Wealth Management, Inc. | $4.871.776 | 96.404 | 3,12% | Saham |
| NDWM LLC | $4.486.114 | 88.772 | 2,87% | Saham |
| SWEENEY & MICHEL, LLC | $4.246.067 | 84.322 | 2,72% | Saham |
| Composition Wealth, LLC | $3.356.484 | 66.419 | 2,15% | Saham |
| Elequin Capital, LP | $3.276.740 | 64.841 | 2,10% | Saham |
| Integrated Wealth Concepts LLC | $2.949.180 | 58.359 | 1,89% | Saham |
| BAILARD, INC. | $2.919.155 | 57.765 | 1,87% | Saham |
| HUB Investment Partners, LLC | $2.472.273 | 48.922 | 1,58% | Saham |
| Precision Wealth Strategies, LLC | $2.463.966 | 48.758 | 1,58% | Saham |
| FINANCIAL MANAGEMENT NETWORK INC | $2.168.777 | 43.010 | 1,39% | Saham |
| Pasadena Private Wealth, LLC | $2.156.379 | 42.671 | 1,38% | Saham |
| Atlas Private Wealth Advisors | $1.672.127 | 33.089 | 1,07% | Saham |
| HighTower Advisors, LLC | $1.623.554 | 32.127 | 1,04% | Saham |
| TriaGen Wealth Management LLC | $1.567.608 | 31.020 | 1,00% | Saham |
| Valmark Advisers, Inc. | $1.540.155 | 30.477 | 0,99% | Saham |
| M. Kulyk & Associates, LLC | $1.523.024 | 30.138 | 0,97% | Saham |
| WRAPMANAGER INC | $1.492.854 | 29.541 | 0,95% | Saham |
| Stratos Wealth Partners, LTD. | $1.447.525 | 28.644 | 0,93% | Saham |
| McIlrath & Eck, LLC | $1.389.700 | 27.557 | 0,89% | Saham |
| Cerity Partners LLC | $1.323.620 | 26.194 | 0,85% | Saham |
| KANAWHA CAPITAL MANAGEMENT LLC | $1.313.910 | 26.000 | 0,84% | Saham |
| FLC Capital Advisors | $1.212.385 | 23.991 | 0,78% | Saham |
| MEMBERS WEALTH LLC | $1.203.221 | 23.810 | 0,77% | Saham |
| Kera Capital Partners, Inc. | $1.191.565 | 23.579 | 0,76% | Saham |
| Perigon Wealth Management, LLC | $1.164.832 | 23.050 | 0,75% | Saham |
| Private Advisor Group, LLC | $1.103.723 | 21.841 | 0,71% | Saham |
| KWB Wealth | $1.076.785 | 21.339 | 0,69% | Saham |
| Perennial Investment Advisors, LLC | $1.057.646 | 20.929 | 0,68% | Saham |
| AXXCESS WEALTH MANAGEMENT, LLC | $1.046.093 | 20.700 | 0,67% | Saham |
| Shared Vision Wealth Group LLC | $1.045.418 | 20.687 | 0,67% | Saham |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | $859.095 | 17.000 | 0,55% | Saham |
| Mutual Advisors, LLC | $848.344 | 16.787 | 0,54% | Saham |
| CARY STREET PARTNERS FINANCIAL LLC | $800.171 | 15.834 | 0,51% | Saham |
| Diversified Portfolios, Inc. | $796.987 | 15.771 | 0,51% | Saham |
| Beacon Pointe Advisors, LLC | $787.336 | 15.580 | 0,50% | Saham |
| Tortuga Wealth Management, Inc | $765.535 | 15.149 | 0,49% | Saham |
| Cetera Investment Advisers | $720.730 | 14.262 | 0,46% | Saham |
| Meridian Wealth Management, LLC | $707.490 | 14.000 | 0,45% | Saham |
| Mariner, LLC | $675.148 | 13.360 | 0,43% | Saham |
| UBS Group AG | $656.753 | 12.996 | 0,42% | Saham |
| Ariadne Wealth Management, LP | $653.267 | 12.927 | 0,42% | Saham |
| Savvy Advisors, Inc. | $600.559 | 11.884 | 0,38% | Saham |
| Sound Portfolio Advisors, LLC | $581.961 | 11.516 | 0,37% | Saham |
| Richard P Slaughter Associates Inc | $575.543 | 11.389 | 0,37% | Saham |
| Selby Wealth Management, LLC | $555.731 | 10.997 | 0,36% | Saham |
| Sowell Financial Services LLC | $525.941 | 10.407 | 0,34% | Saham |
| Weaver Consulting Group | $520.511 | 10.300 | 0,33% | Saham |
| V2 Financial group LLC | $517.961 | 10.250 | 0,33% | Saham |
| WESPAC Advisors SoCal, LLC | $500.600 | 9.906 | 0,32% | Saham |
| Flatrock Wealth Partners LLC | $472.064 | 9.341 | 0,30% | Saham |
| Capital Advantage, Inc. | $470.656 | 9.313 | 0,30% | Saham |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | $461.738 | 9.137 | 0,30% | Saham |
| Bristlecone Value Partners, LLC | $461.485 | 9.132 | 0,30% | Saham |
| Bell Investment Advisors, Inc | $442.509 | 8.756 | 0,28% | Saham |
| Shum Financial Group, Inc. | $434.197 | 8.592 | 0,28% | Saham |
| COMMONWEALTH EQUITY SERVICES, LLC | $430.520 | 8.519 | 0,28% | Saham |
| KINGSWOOD WEALTH ADVISORS, LLC | $430.246 | 8.514 | 0,28% | Saham |
| Apella Capital, LLC | $429.722 | 8.522 | 0,27% | Saham |
| Client First Capital LLC | $422.227 | 8.355 | 0,27% | Saham |
| RWA WEALTH PARTNERS, LLC | $412.012 | 8.153 | 0,26% | Saham |
| NewEdge Advisors, LLC | $402.208 | 7.959 | 0,26% | Saham |
| Chatterton & Associates Inc. | $401.999 | 7.973 | 0,26% | Saham |
| SEEDS INVESTOR LLC | $389.776 | 7.713 | 0,25% | Saham |
| Creative Planning | $385.279 | 7.624 | 0,25% | Saham |
| VANCE WEALTH, LLC | $379.720 | 7.514 | 0,24% | Saham |
| Farther Finance Advisors, LLC | $347.641 | 6.879 | 0,22% | Saham |
| BASSO CAPITAL MANAGEMENT, L.P. | $345.154 | 6.830 | 0,22% | Saham |
| 3 FACTOR INDEXING, LLC | $343.083 | 6.789 | 0,22% | Saham |
| Compound Planning, Inc. | $325.193 | 6.435 | 0,21% | Saham |
| EHRLICH FINANCIAL GROUP | $320.847 | 6.349 | 0,21% | Saham |
| GRAYBILL WEALTH MANAGEMENT, LTD. | $303.210 | 6.000 | 0,19% | Saham |
| Integrated Advisors Network LLC | $300.482 | 5.946 | 0,19% | Saham |
| GC Wealth Management RIA, LLC | $299.319 | 5.923 | 0,19% | Saham |
| NWF Advisory Services Inc. | $270.767 | 5.358 | 0,17% | Saham |
| Savant Capital, LLC | $270.565 | 5.354 | 0,17% | Saham |
| ABOUND FINANCIAL, LLC | $252.675 | 5.000 | 0,16% | Saham |
| Meritas Wealth Management, LLC | $251.108 | 4.969 | 0,16% | Saham |
| Stone Summit Wealth LLC | $248.430 | 4.916 | 0,16% | Saham |
| Trilogy Capital Inc. | $228.405 | 4.520 | 0,15% | Saham |
| Peak Financial Management, Inc. | $222.354 | 4.400 | 0,14% | Saham |
| Bridgewater Advisors Inc. | $212.427 | 4.222 | 0,14% | Saham |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | $209.443 | 4.154 | 0,13% | Saham |
| CAPTRUST FINANCIAL ADVISORS | $202.140 | 4.000 | 0,13% | Saham |
| CITADEL ADVISORS LLC | $201.534 | 3.988 | 0,13% | Saham |
| OSAIC HOLDINGS, INC. | $165.594 | 3.276 | 0,11% | Saham |
| MORGAN STANLEY | $126.338 | 2.500 | 0,08% | Saham |
| Sankala Group LLC | $110.853 | 2.201 | 0,07% | Saham |
| UNION SAVINGS BANK | $103.030 | 2.039 | 0,07% | Saham |
| MERCER GLOBAL ADVISORS INC /ADV | $99.453 | 1.968 | 0,06% | Saham |
| Cheviot Value Management, LLC | $88.436 | 1.750 | 0,06% | Saham |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $88.436 | 1.750 | 0,06% | Saham |
| Allworth Financial LP | $78.835 | 1.560 | 0,05% | Saham |
| Aptus Capital Advisors, LLC | $78.178 | 1.547 | 0,05% | Saham |
| Smartleaf Asset Management LLC | $72.056 | 1.426 | 0,05% | Saham |