13F Insight
DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
CALI

ISHARES SHRT TRM CALF MUN ACT ETF

91 institutions still hold ISHARES SHRT TRM CALF MUN ACT ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 092528884·91 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 5.4%
vs prior quarter
13F value held
$76M
67.0% inst. owned
of float
Holders
91
+70 QoQ
filers reporting
Activity
+60 / −53
+1,009 added · −943 reduced
this quarter
Concentration
16.23%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

91 institutions reported CALI in Q1 2026. LPL Financial LLC leads at 16.2% of the visible book. +70 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$12M244K0.00%Q1 202602
Elmwood Wealth Management, Inc.
CIK 0001731927
$11M212K2.96%Q1 202603
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$7M142K0.01%Q1 202604
DeLarme Wealth Management, Inc.
CIK 0002070361
$4M89K2.90%Q1 202605
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$4M89K0.00%Q1 202606
NDWM LLC
CIK 0001818386
$4M84K2.74%Q1 202607
Miracle Mile Advisors, LLC
CIK 0001585859
$4M81K0.06%Q1 202608
SWEENEY & MICHEL, LLC
CIK 0001979556
$3M67K0.99%Q1 202609
Apella Capital, LLC
CIK 0001801507
$3M61K0.05%Q1 202610
FIRST AMERICAN TRUST, FSB
CIK 0000036066
$3M60K0.20%Q1 202611
Integrated Wealth Concepts LLC
CIK 0001737109
$3M53K0.02%Q1 202612
CITIZENS FINANCIAL GROUP INC/RI
CIK 0000759944
$3M51K0.04%Q1 202613
Global Retirement Partners, LLC
CIK 0001749744
$3M50K0.04%Q4 202514
AXXCESS WEALTH MANAGEMENT, LLC
CIK 0001911056
$2M35K0.06%Q1 202615
Mariner, LLC
CIK 0001373442
$2M34K0.00%Q1 202616
Pasadena Private Wealth, LLC
CIK 0001760578
$2M32K0.23%Q1 202617
HighTower Advisors, LLC
CIK 0001462245
$2M32K0.00%Q1 202618
Savvy Advisors, Inc.
CIK 0002003633
$2M32K0.04%Q1 202619
FINANCIAL MANAGEMENT NETWORK INC
CIK 0001844831
$2M31K0.24%Q1 202620
McIlrath & Eck, LLC
CIK 0001701714
$1M28K0.10%Q1 2026
Page 1 of 5
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