13F Insight
DOSSIER · 13F Holders · Q2 2026
CALI

ISHARES SHRT TRM CALF MUN ACT ETF

109 institutions still hold ISHARES SHRT TRM CALF MUN ACT ETF as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 092528884·109 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$113M
visible holders
Holders
109
filers reporting
Concentration
15.38%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

109 institutions reported CALI in Q2 2026. LPL Financial LLC leads at 15.4% 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
$17M345K0.00%Q2 202602
CITIZENS FINANCIAL GROUP INC/RI
CIK 0000759944
$14M286K0.17%Q2 202603
Global Retirement Partners, LLC
CIK 0001749744
$14M276K0.21%Q2 202604
Elmwood Wealth Management, Inc.
CIK 0001731927
$12M230K2.90%Q2 202605
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$8M150K0.01%Q2 202606
FIRST AMERICAN TRUST, FSB
CIK 0000036066
$5M104K0.32%Q2 202607
DeLarme Wealth Management, Inc.
CIK 0002070361
$5M96K2.82%Q2 202608
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$4M89K0.00%Q1 202609
NDWM LLC
CIK 0001818386
$4M89K2.64%Q2 202610
SWEENEY & MICHEL, LLC
CIK 0001979556
$4M84K1.11%Q2 202611
Miracle Mile Advisors, LLC
CIK 0001585859
$3M66K0.04%Q2 202612
Elequin Capital, LP
CIK 0001810873
$3M65K0.10%Q2 202613
Integrated Wealth Concepts LLC
CIK 0001737109
$3M58K0.02%Q2 202614
BAILARD, INC.
CIK 0000750641
$3M58K0.06%Q2 202615
HUB Investment Partners, LLC
CIK 0001841815
$2M49K0.04%Q2 202616
Precision Wealth Strategies, LLC
CIK 0001844197
$2M49K0.74%Q2 202617
FINANCIAL MANAGEMENT NETWORK INC
CIK 0001844831
$2M43K0.31%Q2 202618
Pasadena Private Wealth, LLC
CIK 0001760578
$2M43K0.27%Q2 202619
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$2M33K0.00%Q1 202620
Atlas Private Wealth Advisors
CIK 0001814234
$2M33K0.37%Q2 2026
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