CALI iShares Short-Term California Muni Active ETF

NASDAQ ·

该股票代码尚无基本面数据。

机构持有人 (13F) 104 家申报者 · $155.4M 总计 · 截至 2026年6月30日

在其季度SEC表格13F中报告持有此股票的机构。仅限多头头寸；单个申报人可能因单独的期权腿而出现两次。大的抵消性看跌/看涨腿通常反映做市或对冲库存，而非方向性判断。

机构活动 — Q2 2026 与上一季度对比

新仓位	已退出持仓	增加	减少	净股数变动
21 (-2 与上一季度对比)	10 (+2 与上一季度对比)	46 (+8 与上一季度对比)	19 (+4 与上一季度对比)	+934K

与Q1 2026对比。 SEC 13F表格的提交截止日期是季度末后45天，外加少量延迟提交的缓冲期——在此窗口期内的季度将被跳过，优先显示最近一个已完整报告的季度对。

机构	价值	股份	% 已追踪的13F	类型
LPL Financial LLC	$17456704	345438	11.23%	股份
CITIZENS FINANCIAL GROUP INC/RI	$14472306	286382	9.31%	股份
Global Retirement Partners, LLC	$13957960	276204	8.98%	股份
Elmwood Wealth Management, Inc.	$11603323	229610	7.47%	股份
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$7545223	149618	4.85%	股份
FIRST AMERICAN TRUST, FSB	$5108891	101096	3.29%	股份
DeLarme Wealth Management, Inc.	$4871776	96404	3.13%	股份
NDWM LLC	$4486114	88772	2.89%	股份
SWEENEY & MICHEL, LLC	$4246067	84322	2.73%	股份
Composition Wealth, LLC	$3356484	66419	2.16%	股份
Elequin Capital, LP	$3276740	64841	2.11%	股份
Integrated Wealth Concepts LLC	$2949180	58359	1.90%	股份
BAILARD, INC.	$2919155	57765	1.88%	股份
HUB Investment Partners, LLC	$2472273	48922	1.59%	股份
Precision Wealth Strategies, LLC	$2463966	48758	1.59%	股份
FINANCIAL MANAGEMENT NETWORK INC	$2168777	43010	1.40%	股份
Pasadena Private Wealth, LLC	$2156379	42671	1.39%	股份
Atlas Private Wealth Advisors	$1672127	33089	1.08%	股份
HighTower Advisors, LLC	$1623554	32127	1.04%	股份
TriaGen Wealth Management LLC	$1567608	31020	1.01%	股份
Valmark Advisers, Inc.	$1540155	30477	0.99%	股份
M. Kulyk & Associates, LLC	$1523024	30138	0.98%	股份
WRAPMANAGER INC	$1492854	29541	0.96%	股份
Stratos Wealth Partners, LTD.	$1447525	28644	0.93%	股份
McIlrath & Eck, LLC	$1389700	27557	0.89%	股份
Cerity Partners LLC	$1323620	26194	0.85%	股份
KANAWHA CAPITAL MANAGEMENT LLC	$1313910	26000	0.85%	股份
FLC Capital Advisors	$1212385	23991	0.78%	股份
MEMBERS WEALTH LLC	$1203221	23810	0.77%	股份
Kera Capital Partners, Inc.	$1191565	23579	0.77%	股份
Perigon Wealth Management, LLC	$1164832	23050	0.75%	股份
Private Advisor Group, LLC	$1103723	21841	0.71%	股份
KWB Wealth	$1076785	21339	0.69%	股份
Perennial Investment Advisors, LLC	$1057646	20929	0.68%	股份
AXXCESS WEALTH MANAGEMENT, LLC	$1046093	20700	0.67%	股份
Shared Vision Wealth Group LLC	$1045418	20687	0.67%	股份
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	$859095	17000	0.55%	股份
Mutual Advisors, LLC	$848344	16787	0.55%	股份
CARY STREET PARTNERS FINANCIAL LLC	$800171	15834	0.51%	股份
Diversified Portfolios, Inc.	$796987	15771	0.51%	股份
Tortuga Wealth Management, Inc	$765535	15149	0.49%	股份
Cetera Investment Advisers	$720730	14262	0.46%	股份
Meridian Wealth Management, LLC	$707490	14000	0.46%	股份
Mariner, LLC	$675148	13360	0.43%	股份
UBS Group AG	$656753	12996	0.42%	股份
Ariadne Wealth Management, LP	$653267	12927	0.42%	股份
Savvy Advisors, Inc.	$600559	11884	0.39%	股份
Sound Portfolio Advisors, LLC	$581961	11516	0.37%	股份
Richard P Slaughter Associates Inc	$575543	11389	0.37%	股份
Selby Wealth Management, LLC	$555731	10997	0.36%	股份
Sowell Financial Services LLC	$525941	10407	0.34%	股份
Weaver Consulting Group	$520511	10300	0.33%	股份
V2 Financial group LLC	$517961	10250	0.33%	股份
WESPAC Advisors SoCal, LLC	$500600	9906	0.32%	股份
Flatrock Wealth Partners LLC	$472064	9341	0.30%	股份
Capital Advantage, Inc.	$470656	9313	0.30%	股份
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC	$461738	9137	0.30%	股份
Bristlecone Value Partners, LLC	$461485	9132	0.30%	股份
Bell Investment Advisors, Inc	$442509	8756	0.28%	股份
Shum Financial Group, Inc.	$434197	8592	0.28%	股份
COMMONWEALTH EQUITY SERVICES, LLC	$430520	8519	0.28%	股份
KINGSWOOD WEALTH ADVISORS, LLC	$430246	8514	0.28%	股份
Apella Capital, LLC	$429722	8522	0.28%	股份
Client First Capital LLC	$422227	8355	0.27%	股份
RWA WEALTH PARTNERS, LLC	$412012	8153	0.27%	股份
NewEdge Advisors, LLC	$402208	7959	0.26%	股份
Chatterton & Associates Inc.	$401999	7973	0.26%	股份
SEEDS INVESTOR LLC	$389776	7713	0.25%	股份
Creative Planning	$385279	7624	0.25%	股份
VANCE WEALTH, LLC	$379720	7514	0.24%	股份
Farther Finance Advisors, LLC	$347641	6879	0.22%	股份
BASSO CAPITAL MANAGEMENT, L.P.	$345154	6830	0.22%	股份
3 FACTOR INDEXING, LLC	$343083	6789	0.22%	股份
Compound Planning, Inc.	$325193	6435	0.21%	股份
EHRLICH FINANCIAL GROUP	$320847	6349	0.21%	股份
GRAYBILL WEALTH MANAGEMENT, LTD.	$303210	6000	0.20%	股份
Integrated Advisors Network LLC	$300482	5946	0.19%	股份
GC Wealth Management RIA, LLC	$299319	5923	0.19%	股份
NWF Advisory Services Inc.	$270767	5358	0.17%	股份
Savant Capital, LLC	$270565	5354	0.17%	股份
ABOUND FINANCIAL, LLC	$252675	5000	0.16%	股份
Meritas Wealth Management, LLC	$251108	4969	0.16%	股份
Stone Summit Wealth LLC	$248430	4916	0.16%	股份
Trilogy Capital Inc.	$228405	4520	0.15%	股份
Peak Financial Management, Inc.	$222354	4400	0.14%	股份
Bridgewater Advisors Inc.	$212427	4222	0.14%	股份
RIVER'S EDGE WEALTH MANAGEMENT, LLC	$209443	4154	0.13%	股份
CAPTRUST FINANCIAL ADVISORS	$202140	4000	0.13%	股份
CITADEL ADVISORS LLC	$201534	3988	0.13%	股份
OSAIC HOLDINGS, INC.	$165594	3276	0.11%	股份
MORGAN STANLEY	$126338	2500	0.08%	股份
UNION SAVINGS BANK	$103030	2039	0.07%	股份
MERCER GLOBAL ADVISORS INC /ADV	$99453	1968	0.06%	股份
Cheviot Value Management, LLC	$88436	1750	0.06%	股份
CREATIVE FINANCIAL DESIGNS INC /ADV	$88436	1750	0.06%	股份
Allworth Financial LP	$78835	1560	0.05%	股份
Aptus Capital Advisors, LLC	$78178	1547	0.05%	股份
Smartleaf Asset Management LLC	$72056	1426	0.05%	股份
WealthCollab, LLC	$65241	1291	0.04%	股份
Sunrise Financial Services, LLC	$53062	1050	0.03%	股份