13F Insight
DOSSIER · 13F Holders · Q3 2026
CALI

ISHARES SHRT TRM CALF MUN ACT ETF

127 institutions still hold ISHARES SHRT TRM CALF MUN ACT ETF as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 092528884·127 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$162M
visible holders
Holders
127
filers reporting
Concentration
25.74%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q3 2026

127 institutions reported CALI in Q3 2026. LPL Financial LLC leads at 25.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$42M835K0.01%Q3 202602
Global Retirement Partners, LLC
CIK 0001749744
$17M340K0.24%Q3 202603
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$11M230K0.00%Q3 202604
FIRST AMERICAN TRUST, FSB
CIK 0000036066
$11M221K0.65%Q3 202605
Elmwood Wealth Management, Inc.
CIK 0001731927
$11M216K2.59%Q3 202606
Savvy Advisors, Inc.
CIK 0002003633
$8M167K0.14%Q3 202607
Archvest Wealth Advisors, Inc.
CIK 0001910174
$8M166K4.14%Q3 202608
BAILARD, INC.
CIK 0000750641
$7M132K0.13%Q3 202609
DeLarme Wealth Management, Inc.
CIK 0002070361
$5M99K2.76%Q3 202610
Pasadena Private Wealth, LLC
CIK 0001760578
$5M96K0.58%Q3 202611
NDWM LLC
CIK 0001818386
$5M93K2.65%Q3 202612
Shah Wealth Advisors, LLC
CIK 0002149018
$5M92K0.91%Q3 202613
SWEENEY & MICHEL, LLC
CIK 0001979556
$4M87K1.15%Q3 202614
WRAPMANAGER INC
CIK 0001266014
$4M80K1.21%Q3 202615
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$3M70K0.01%Q3 202616
Robertson Stephens Wealth Management, LLC
CIK 0001767307
$3M66K0.08%Q3 202617
Valmark Advisers, Inc.
CIK 0001380443
$3M66K0.03%Q3 202618
Elequin Capital, LP
CIK 0001810873
$3M65K0.10%Q2 202619
Miracle Mile Advisors, LLC
CIK 0001585859
$3M64K0.04%Q3 202620
Integrated Wealth Concepts LLC
CIK 0001737109
$3M58K0.02%Q2 2026
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