Who owns iShares Short-Term California Muni Active ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from SEC filings.
Institutional ownership of CALI from SEC Form 13F filings across 58 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 58 institutions disclosed 2.1M shares of iShares Short-Term California Muni Active ETF worth $98.8M — about 49.3% of shares outstanding; the largest disclosed holder is LPL Financial LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
58
13F holders
$98.8M
value, 2026 filers
49.3%
of shares outstanding (2.1M sh)
14
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of CALI's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 345,438 | $17.5M | 0.0% | 8.1% | +41.4% |
| 2 | CITIZENS FINANCIAL GROUP INC/RI | 286,382 | $14.5M | 0.2% | 6.8% | +461.9% |
| 3 | Global Retirement Partners, LLCNEW | 276,204 | $14.0M | 0.2% | 6.5% | new |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 149,618 | $7.5M | 0.0% | 3.5% | +5.6% |
| 5 | Cambridge Investment Research Advisors, Inc. | 129,824 | $6,560 | 0.0% | 3.1% | +290.5% |
| 6 | NDWM LLC | 88,772 | $4.5M | 2.6% | 2.1% | +5.9% |
| 7 | Composition Wealth, LLC | 66,419 | $3.4M | 0.0% | 1.6% | -17.7% |
| 8 | Elequin Capital, LPNEW | 64,841 | $3.3M | 0.1% | 1.5% | new |
| 9 | Integrated Wealth Concepts LLC | 58,359 | $2.9M | 0.0% | 1.4% | +10.3% |
| 10 | HUB Investment Partners, LLC | 48,922 | $2.5M | 0.0% | 1.2% | +582.8% |
| 11 | FINANCIAL MANAGEMENT NETWORK INC | 43,010 | $2.2M | 0.3% | 1% | +39.8% |
| 12 | Pasadena Private Wealth, LLC | 42,671 | $2.2M | 0.3% | 1% | +31.9% |
| 13 | HighTower Advisors, LLC | 32,127 | $1.6M | 0.0% | 0.8% | +0.5% |
| 14 | Valmark Advisers, Inc. | 30,477 | $1.5M | 0.0% | 0.7% | +57.2% |
| 15 | Stratos Wealth Partners, LTD.NEW | 28,644 | $1.4M | 0.0% | 0.7% | new |
| 16 | OSAIC HOLDINGS, INC. | 27,478 | $1.4M | 0.0% | 0.6% | +45.3% |
| 17 | CARY STREET PARTNERS FINANCIAL LLC | 26,239 | $1.3M | 0.0% | 0.6% | 0.0% |
| 18 | Cerity Partners LLC | 26,194 | $1.3M | 0.0% | 0.6% | +71.2% |
| 19 | Perigon Wealth Management, LLC | 23,050 | $1.2M | 0.0% | 0.5% | -5.1% |
| 20 | Perennial Investment Advisors, LLC | 20,929 | $1.1M | 0.1% | 0.5% | +6.9% |
| 21 | AXXCESS WEALTH MANAGEMENT, LLC | 20,700 | $1.0M | 0.0% | 0.5% | -41.2% |
| 22 | Mutual Advisors, LLC | 16,787 | $848,344 | 0.0% | 0.4% | +11.3% |
| 23 | Cetera Investment Advisers | 14,262 | $720,730 | 0.0% | 0.3% | +78.9% |
| 24 | Meridian Wealth Management, LLC | 14,000 | $707,490 | 0.0% | 0.3% | 0.0% |
| 25 | Mariner, LLC | 13,360 | $675,148 | 0.0% | 0.3% | -60.7% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.