ISHRS SH-TRM CA MUNI ACT ETF (CALI) Institutional Shareholders
ISHRS SH-TRM CA MUNI ACT ETF (CALI) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $140.76M in CALI holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of CALI tracked by InsiderSet, reporting ownership valued at approximately $17.46M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $17.19M, representing an estimated loss of -1.53% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 54% of the total disclosed CALI value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Citizens Financial Group Inc/Ri, Elmwood Wealth Management, Inc., and several other long-term asset managers with concentrated positions in ISHRS SH-TRM CA MUNI ACT ETF (CALI).
This page ranks the largest institutional CALI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
100
Total Reported Value
$140.76M
Largest Holder
Lpl Financial Llc
Largest Position
$17.46M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
121
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.00% | 345,438 | $17,456,704 | $17,188,995 | -$267,709 | -1.53% | |
| Citizens Financial Group Inc/Ri | 0.17% | 286,382 | $14,472,306 | $14,250,368 | -$221,938 | -1.53% | |
| Elmwood Wealth Management, Inc. | 2.90% | 229,610 | $11,603,323 | $11,425,394 | -$177,929 | -1.53% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 149,618 | $7,545,223 | $7,444,992 | -$100,231 | -1.33% | |
| First American Trust, Fsb | 0.32% | 103,845 | $5,247,812 | $5,167,327 | -$80,485 | -1.53% | |
| Delarme Wealth Management, Inc. | 2.82% | 96,404 | $4,871,776 | $4,797,063 | -$74,713 | -1.53% | |
| Ndwm Llc | 2.64% | 88,772 | $4,486,114 | $4,417,295 | -$68,819 | -1.53% | |
| Sweeney & Michel, Llc | 1.12% | 84,322 | $4,246,067 | $4,195,863 | -$50,204 | -1.18% | |
| Composition Wealth, Llc | 0.04% | 66,419 | $3,356,484 | $3,305,009 | -$51,475 | -1.53% | |
| Elequin Capital, Lp | 0.11% | 64,841 | $3,276,740 | $3,226,488 | -$50,252 | -1.53% | |
| Integrated Wealth Concepts Llc | 0.02% | 58,359 | $2,949,180 | $2,903,944 | -$45,236 | -1.53% | |
| Bailard, Inc. | 0.06% | 57,765 | $2,919,155 | $2,874,386 | -$44,769 | -1.53% | |
| Hub Investment Partners, Llc | 0.05% | 48,922 | $2,472,273 | $2,434,359 | -$37,914 | -1.53% | |
| Precision Wealth Strategies, Llc | 0.74% | 48,758 | $2,463,966 | $2,426,198 | -$37,768 | -1.53% | |
| Financial Management Network Inc | 0.31% | 43,010 | $2,168,777 | $2,140,178 | -$28,599 | -1.32% | |
| Pasadena Private Wealth, Llc | 0.28% | 42,671 | $2,156,379 | $2,123,309 | -$33,070 | -1.53% | |
| Triagen Wealth Management Llc | 0.39% | 31,020 | $1,567,608 | $1,543,555 | -$24,053 | -1.53% | |
| Valmark Advisers, Inc. | 0.02% | 30,477 | $1,540,155 | $1,516,536 | -$23,619 | -1.53% | |
| Wrapmanager Inc | 0.47% | 29,541 | $1,492,854 | $1,469,960 | -$22,894 | -1.53% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 28,644 | $1,447,525 | $1,425,325 | -$22,200 | -1.53% | |
| Mcilrath & Eck, Llc | 0.10% | 27,557 | $1,389,700 | $1,371,236 | -$18,464 | -1.33% | |
| Osaic Holdings, Inc. | 0.00% | 27,478 | $1,388,642 | $1,367,305 | -$21,337 | -1.54% | |
| Cary Street Partners Financial Llc | 0.03% | 26,239 | $1,325,988 | $1,305,653 | -$20,335 | -1.53% | |
| Cerity Partners Llc | 0.00% | 26,194 | $1,323,620 | $1,303,413 | -$20,207 | -1.53% | |
| Kanawha Capital Management Llc | 0.09% | 26,000 | $1,313,910 | $1,293,760 | -$20,150 | -1.53% | |
| Kwb Wealth | 0.11% | 25,732 | $1,300,376 | $1,280,424 | -$19,952 | -1.53% | |
| Flc Capital Advisors | 0.20% | 23,991 | $1,212,385 | $1,193,792 | -$18,593 | -1.53% | |
| Members Wealth Llc | 0.66% | 23,810 | $1,203,221 | $1,184,786 | -$18,435 | -1.53% | |
| Kera Capital Partners, Inc. | 0.11% | 23,579 | $1,191,565 | $1,173,291 | -$18,274 | -1.53% | |
| Perigon Wealth Management, Llc | 0.02% | 23,050 | $1,164,832 | $1,146,968 | -$17,864 | -1.53% | |
| Atlas Private Wealth Advisors | 0.26% | 21,985 | $1,108,692 | $1,093,974 | -$14,718 | -1.33% | |
| Private Advisor Group, Llc | 0.01% | 21,841 | $1,103,723 | $1,086,808 | -$16,915 | -1.53% | |
| Perennial Investment Advisors, Llc | 0.07% | 20,929 | $1,057,646 | $1,041,427 | -$16,219 | -1.53% | |
| Axxcess Wealth Management, Llc | 0.02% | 20,700 | $1,046,093 | $1,030,032 | -$16,061 | -1.54% | |
| Shared Vision Wealth Group Llc | 0.36% | 20,687 | $1,045,418 | $1,029,385 | -$16,033 | -1.53% | |
| Fairview Capital Investment Management, Llc | 0.05% | 17,000 | $859,095 | $845,920 | -$13,175 | -1.53% | |
| Mutual Advisors, Llc | 0.02% | 16,787 | $848,344 | $835,321 | -$13,023 | -1.54% | |
| Diversified Portfolios, Inc. | 0.06% | 15,771 | $796,987 | $784,765 | -$12,222 | -1.53% | |
| Beacon Pointe Advisors, Llc | 0.00% | 15,580 | $787,336 | $775,261 | -$12,075 | -1.53% | |
| Tortuga Wealth Management, Inc | 0.58% | 15,149 | $765,535 | $753,814 | -$11,721 | -1.53% | |
| M. Kulyk & Associates, Llc | 0.14% | 14,926 | $752,718 | $742,718 | -$10,000 | -1.33% | |
| Cetera Investment Advisers | 0.00% | 14,262 | $720,730 | $709,677 | -$11,053 | -1.53% | |
| Meridian Wealth Management, Llc | 0.02% | 14,000 | $707,490 | $696,640 | -$10,850 | -1.53% | |
| Mariner, Llc | 0.00% | 13,360 | $675,148 | $664,794 | -$10,354 | -1.53% | |
| Ubs Group Ag | 0.00% | 12,996 | $656,753 | $646,681 | -$10,072 | -1.53% | |
| Ariadne Wealth Management, Lp | 0.29% | 12,927 | $653,267 | $643,248 | -$10,019 | -1.53% | |
| Savvy Advisors, Inc. | 0.01% | 11,884 | $600,559 | $591,348 | -$9,211 | -1.53% | |
| Sound Portfolio Advisors, Llc | 0.41% | 11,516 | $581,961 | $573,036 | -$8,925 | -1.53% | |
| Richard P Slaughter Associates Inc | 0.11% | 11,389 | $575,543 | $566,717 | -$8,826 | -1.53% | |
| Selby Wealth Management, Llc | 0.20% | 10,997 | $555,731 | $547,211 | -$8,520 | -1.53% |
Frequently asked questions about CALI
Who are the largest institutional holders of CALI?
The largest institutional holders of CALI reported in the latest SEC Form 13F filings include Lpl Financial Llc, Citizens Financial Group Inc/Ri, Elmwood Wealth Management, Inc., Wealth Enhancement Advisory Services, Llc, and First American Trust, Fsb. InsiderSet ranks institutional holders by their latest reported CALI position.
What is CALI institutional ownership?
This page tracks CALI positions reported by institutional investment managers through SEC Form 13F. ISHRS SH-TRM CA MUNI ACT ETF (CALI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CALI?
InsiderSet currently tracks 100 institutional managers reporting CALI holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of CALI shareholders.
How much CALI stock do institutions own?
Institutional investment managers disclosed approximately $140.76M in CALI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CALI institutional ownership last updated?
The latest CALI institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional CALI holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its CALI position after the reporting date.
Are institutions buying or selling CALI?
Institutional buying and selling can be analyzed by comparing CALI positions across consecutive 13F reporting periods. InsiderSet's CALI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CALI ownership changes.
How has CALI institutional ownership changed over time?
InsiderSet tracks CALI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.