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

ISHARES SHRT TRM CALF MUN ACT ETF

95 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 092528884·95 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$75M
visible holders
Holders
95
filers reporting
Concentration
16.36%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

95 institutions reported CALI in Q1 2026. LPL Financial LLC leads at 16.4% 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
$12M244K0.00%Q1 202602
Elmwood Wealth Management, Inc.
CIK 0001731927
$12M230K2.90%Q2 202603
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$8M150K0.01%Q2 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
SWEENEY & MICHEL, LLC
CIK 0001979556
$3M67K0.99%Q1 202608
Miracle Mile Advisors, LLC
CIK 0001585859
$3M66K0.04%Q2 202609
FIRST AMERICAN TRUST, FSB
CIK 0000036066
$3M60K0.20%Q1 202610
Integrated Wealth Concepts LLC
CIK 0001737109
$3M53K0.02%Q1 202611
CITIZENS FINANCIAL GROUP INC/RI
CIK 0000759944
$3M51K0.04%Q1 202612
Global Retirement Partners, LLC
CIK 0001749744
$3M50K0.04%Q4 202513
AXXCESS WEALTH MANAGEMENT, LLC
CIK 0001911056
$2M35K0.06%Q1 202614
Mariner, LLC
CIK 0001373442
$2M34K0.00%Q1 202615
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$2M33K0.00%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
TriaGen Wealth Management LLC
CIK 0001843848
$2M31K0.39%Q2 202620
FINANCIAL MANAGEMENT NETWORK INC
CIK 0001844831
$2M31K0.24%Q1 2026
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