CALI iShares Short-Term California Muni Active ETF
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機関投資家（13F） 106 提出者 · $156.3M合計 · 時点 2026年6月30日
四半期SECフォーム13Fでこの株式の保有を報告している機関。ロングポジションのみ。単一の提出者は、別々のオプションレッグで2回表示される場合があります。 大きな反対売買のプット/コール・レッグは、通常、マーケットメイクまたはヘッジされた在庫を反映しており、方向性への確信を示すものではありません。
機関投資家の動向 — Q2 2026 対 前四半期
| 新規ポジション | 解消済みポジション | 増加 | 減少 | 純株式数増減 |
|---|---|---|---|---|
| 21 (-2 前期比) | 10 (+2 前期比) | 46 (+8 前期比) | 19 (+4 前期比) | +934K |
Q1 2026と比較しました。 SECフォーム13Fの提出期限は四半期末から45日後ですが、遅延提出者向けの短いバッファーが含まれます。この期間内の四半期は、直近で完全に報告されたペアを優先するためスキップされます。
| 機関投資家 | 評価額 | 株式数 | % 追跡された13Fのうち | タイプ |
|---|---|---|---|---|
| LPL Financial LLC | $17,456,704 | 345,438 | 11.17% | 株式数 |
| CITIZENS FINANCIAL GROUP INC/RI | $14,472,306 | 286,382 | 9.26% | 株式数 |
| Global Retirement Partners, LLC | $13,957,960 | 276,204 | 8.93% | 株式数 |
| Elmwood Wealth Management, Inc. | $11,603,323 | 229,610 | 7.42% | 株式数 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $7,545,223 | 149,618 | 4.83% | 株式数 |
| FIRST AMERICAN TRUST, FSB | $5,108,891 | 101,096 | 3.27% | 株式数 |
| DeLarme Wealth Management, Inc. | $4,871,776 | 96,404 | 3.12% | 株式数 |
| NDWM LLC | $4,486,114 | 88,772 | 2.87% | 株式数 |
| SWEENEY & MICHEL, LLC | $4,246,067 | 84,322 | 2.72% | 株式数 |
| Composition Wealth, LLC | $3,356,484 | 66,419 | 2.15% | 株式数 |
| Elequin Capital, LP | $3,276,740 | 64,841 | 2.10% | 株式数 |
| Integrated Wealth Concepts LLC | $2,949,180 | 58,359 | 1.89% | 株式数 |
| BAILARD, INC. | $2,919,155 | 57,765 | 1.87% | 株式数 |
| HUB Investment Partners, LLC | $2,472,273 | 48,922 | 1.58% | 株式数 |
| Precision Wealth Strategies, LLC | $2,463,966 | 48,758 | 1.58% | 株式数 |
| FINANCIAL MANAGEMENT NETWORK INC | $2,168,777 | 43,010 | 1.39% | 株式数 |
| Pasadena Private Wealth, LLC | $2,156,379 | 42,671 | 1.38% | 株式数 |
| Atlas Private Wealth Advisors | $1,672,127 | 33,089 | 1.07% | 株式数 |
| HighTower Advisors, LLC | $1,623,554 | 32,127 | 1.04% | 株式数 |
| TriaGen Wealth Management LLC | $1,567,608 | 31,020 | 1.00% | 株式数 |
| Valmark Advisers, Inc. | $1,540,155 | 30,477 | 0.99% | 株式数 |
| M. Kulyk & Associates, LLC | $1,523,024 | 30,138 | 0.97% | 株式数 |
| WRAPMANAGER INC | $1,492,854 | 29,541 | 0.95% | 株式数 |
| Stratos Wealth Partners, LTD. | $1,447,525 | 28,644 | 0.93% | 株式数 |
| McIlrath & Eck, LLC | $1,389,700 | 27,557 | 0.89% | 株式数 |
| Cerity Partners LLC | $1,323,620 | 26,194 | 0.85% | 株式数 |
| KANAWHA CAPITAL MANAGEMENT LLC | $1,313,910 | 26,000 | 0.84% | 株式数 |
| FLC Capital Advisors | $1,212,385 | 23,991 | 0.78% | 株式数 |
| MEMBERS WEALTH LLC | $1,203,221 | 23,810 | 0.77% | 株式数 |
| Kera Capital Partners, Inc. | $1,191,565 | 23,579 | 0.76% | 株式数 |
| Perigon Wealth Management, LLC | $1,164,832 | 23,050 | 0.75% | 株式数 |
| Private Advisor Group, LLC | $1,103,723 | 21,841 | 0.71% | 株式数 |
| KWB Wealth | $1,076,785 | 21,339 | 0.69% | 株式数 |
| Perennial Investment Advisors, LLC | $1,057,646 | 20,929 | 0.68% | 株式数 |
| AXXCESS WEALTH MANAGEMENT, LLC | $1,046,093 | 20,700 | 0.67% | 株式数 |
| Shared Vision Wealth Group LLC | $1,045,418 | 20,687 | 0.67% | 株式数 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | $859,095 | 17,000 | 0.55% | 株式数 |
| Mutual Advisors, LLC | $848,344 | 16,787 | 0.54% | 株式数 |
| CARY STREET PARTNERS FINANCIAL LLC | $800,171 | 15,834 | 0.51% | 株式数 |
| Diversified Portfolios, Inc. | $796,987 | 15,771 | 0.51% | 株式数 |
| Beacon Pointe Advisors, LLC | $787,336 | 15,580 | 0.50% | 株式数 |
| Tortuga Wealth Management, Inc | $765,535 | 15,149 | 0.49% | 株式数 |
| Cetera Investment Advisers | $720,730 | 14,262 | 0.46% | 株式数 |
| Meridian Wealth Management, LLC | $707,490 | 14,000 | 0.45% | 株式数 |
| Mariner, LLC | $675,148 | 13,360 | 0.43% | 株式数 |
| UBS Group AG | $656,753 | 12,996 | 0.42% | 株式数 |
| Ariadne Wealth Management, LP | $653,267 | 12,927 | 0.42% | 株式数 |
| Savvy Advisors, Inc. | $600,559 | 11,884 | 0.38% | 株式数 |
| Sound Portfolio Advisors, LLC | $581,961 | 11,516 | 0.37% | 株式数 |
| Richard P Slaughter Associates Inc | $575,543 | 11,389 | 0.37% | 株式数 |
| Selby Wealth Management, LLC | $555,731 | 10,997 | 0.36% | 株式数 |
| Sowell Financial Services LLC | $525,941 | 10,407 | 0.34% | 株式数 |
| Weaver Consulting Group | $520,511 | 10,300 | 0.33% | 株式数 |
| V2 Financial group LLC | $517,961 | 10,250 | 0.33% | 株式数 |
| WESPAC Advisors SoCal, LLC | $500,600 | 9,906 | 0.32% | 株式数 |
| Flatrock Wealth Partners LLC | $472,064 | 9,341 | 0.30% | 株式数 |
| Capital Advantage, Inc. | $470,656 | 9,313 | 0.30% | 株式数 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | $461,738 | 9,137 | 0.30% | 株式数 |
| Bristlecone Value Partners, LLC | $461,485 | 9,132 | 0.30% | 株式数 |
| Bell Investment Advisors, Inc | $442,509 | 8,756 | 0.28% | 株式数 |
| Shum Financial Group, Inc. | $434,197 | 8,592 | 0.28% | 株式数 |
| COMMONWEALTH EQUITY SERVICES, LLC | $430,520 | 8,519 | 0.28% | 株式数 |
| KINGSWOOD WEALTH ADVISORS, LLC | $430,246 | 8,514 | 0.28% | 株式数 |
| Apella Capital, LLC | $429,722 | 8,522 | 0.27% | 株式数 |
| Client First Capital LLC | $422,227 | 8,355 | 0.27% | 株式数 |
| RWA WEALTH PARTNERS, LLC | $412,012 | 8,153 | 0.26% | 株式数 |
| NewEdge Advisors, LLC | $402,208 | 7,959 | 0.26% | 株式数 |
| Chatterton & Associates Inc. | $401,999 | 7,973 | 0.26% | 株式数 |
| SEEDS INVESTOR LLC | $389,776 | 7,713 | 0.25% | 株式数 |
| Creative Planning | $385,279 | 7,624 | 0.25% | 株式数 |
| VANCE WEALTH, LLC | $379,720 | 7,514 | 0.24% | 株式数 |
| Farther Finance Advisors, LLC | $347,641 | 6,879 | 0.22% | 株式数 |
| BASSO CAPITAL MANAGEMENT, L.P. | $345,154 | 6,830 | 0.22% | 株式数 |
| 3 FACTOR INDEXING, LLC | $343,083 | 6,789 | 0.22% | 株式数 |
| Compound Planning, Inc. | $325,193 | 6,435 | 0.21% | 株式数 |
| EHRLICH FINANCIAL GROUP | $320,847 | 6,349 | 0.21% | 株式数 |
| GRAYBILL WEALTH MANAGEMENT, LTD. | $303,210 | 6,000 | 0.19% | 株式数 |
| Integrated Advisors Network LLC | $300,482 | 5,946 | 0.19% | 株式数 |
| GC Wealth Management RIA, LLC | $299,319 | 5,923 | 0.19% | 株式数 |
| NWF Advisory Services Inc. | $270,767 | 5,358 | 0.17% | 株式数 |
| Savant Capital, LLC | $270,565 | 5,354 | 0.17% | 株式数 |
| ABOUND FINANCIAL, LLC | $252,675 | 5,000 | 0.16% | 株式数 |
| Meritas Wealth Management, LLC | $251,108 | 4,969 | 0.16% | 株式数 |
| Stone Summit Wealth LLC | $248,430 | 4,916 | 0.16% | 株式数 |
| Trilogy Capital Inc. | $228,405 | 4,520 | 0.15% | 株式数 |
| Peak Financial Management, Inc. | $222,354 | 4,400 | 0.14% | 株式数 |
| Bridgewater Advisors Inc. | $212,427 | 4,222 | 0.14% | 株式数 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | $209,443 | 4,154 | 0.13% | 株式数 |
| CAPTRUST FINANCIAL ADVISORS | $202,140 | 4,000 | 0.13% | 株式数 |
| CITADEL ADVISORS LLC | $201,534 | 3,988 | 0.13% | 株式数 |
| OSAIC HOLDINGS, INC. | $165,594 | 3,276 | 0.11% | 株式数 |
| MORGAN STANLEY | $126,338 | 2,500 | 0.08% | 株式数 |
| Sankala Group LLC | $110,853 | 2,201 | 0.07% | 株式数 |
| UNION SAVINGS BANK | $103,030 | 2,039 | 0.07% | 株式数 |
| MERCER GLOBAL ADVISORS INC /ADV | $99,453 | 1,968 | 0.06% | 株式数 |
| Cheviot Value Management, LLC | $88,436 | 1,750 | 0.06% | 株式数 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $88,436 | 1,750 | 0.06% | 株式数 |
| Allworth Financial LP | $78,835 | 1,560 | 0.05% | 株式数 |
| Aptus Capital Advisors, LLC | $78,178 | 1,547 | 0.05% | 株式数 |
| Smartleaf Asset Management LLC | $72,056 | 1,426 | 0.05% | 株式数 |