Who owns CALI?
iShares Short-Term California Muni Active ETF · iShares
107 institutions reported holding CALI, worth $164.9M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of CALI
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LPL Financial LLC | Fort Mill, SC | $17.5M | 345,438 | +101,055 shares |
| Citizens Financial Group Inc. | Providence, RI | $14.5M | 286,382 | +235,418 shares |
| Global Retirement Partners, LLC | San Rafael, CA | $14.0M | 276,204 | New position |
| Elmwood Wealth Management, Inc. | Berkeley, CA | $11.6M | 229,610 | +17,681 shares |
| Wealth Enhancement Advisory Services, LLC | Plymouth, MN | $7.5M | 149,618 | +7,997 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $6.6M | 129,824 | +96,582 shares |
| First American Trust, FSB | Santa Ana, CA | $5.2M | 103,845 | +44,278 shares |
| DeLarme Wealth Management, Inc. | Palos Verdes Estates, CA | $4.9M | 96,404 | +7,239 shares |
| NDWM LLC | La Jolla, CA | $4.5M | 88,772 | +4,942 shares |
| Sweeney & Michel, LLC | Chico, CA | $4.2M | 84,322 | +17,412 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns CALI?
107 institutional managers reported holding CALI in Form 13F filings for June 30, 2026, worth $164.9M in total. The largest reported position was held by LPL Financial LLC, at $17.5M.
Did institutions buy or sell CALI last quarter?
Reported 13F value rose 52.3% from March 31, 2026, which includes price moves as well as buying and selling. 28 firms reported a new position and 11 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is CALI ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.