CALF

PCR US SM CP CSH CWS ETF-UsdETF$55.26 1.50%
UnclassifiedCUSIP 69374H857· EOD Sep 18, 2026

Among active 13F managers last quarter, 2 opened and 15 added, while 26 reduced; the largest holder to move was Compass Advisory Group LLC (+1.1%).

Tracked 13F holders
368
273 in Q2 2026 filings
13F value (tracked)
$2.0B
13F moves · latest Q
17 added
26 reduced

Price & smart-money activity

$55.26 1.50%5Y +32.7%
$29.93$37.44$44.96$52.48$59.99202120222023202420252026941641511111415102210321235174217601678247139505610210073144621297210660129651156185
Hover for who · click for detailEnd-of-day closing prices52w $41.61 – $57.92

Who owns CALF?

368 tracked 13F filers · ranked by shares held

368 tracked 13F filers disclose a position in CALF as of the latest SEC 13F filings, a combined $2.0B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1Bank Of America Corp11.0M
$493.7M
−7.3%
Reduced · −861K sh
Q1 2026
2Morgan Stanley4.2M
$186.8M
−13%
Reduced · −631K sh
Q1 2026
3LPL Financial LLC3.1M
$140.8M
−12%
Reduced · −429K sh
Q1 2026
4Cetera Investment Advisers1.8M
$82.5M
−4.4%
Reduced · −85K sh
Q1 2026
5Raymond James Financial Inc1.6M
$73.4M
−29%
Reduced · −680K sh
Q1 2026
6Wells Fargo & Company1.6M
$71.2M
−30%
Reduced · −667K sh
Q1 2026
7Northwestern Mutual Wealth Management Co1.3M
$58.8M
−18%
Reduced · −286K sh
Q1 2026
8UBS Group AG1.1M
$51.3M
−5.8%
Reduced · −71K sh
Q1 2026
9Envestnet Asset Management Inc1.0M
$45.4M
−8.1%
Reduced · −90K sh
Q1 2026
10Jones Financial Companies LLLP833K
$36.6M
+7.0%
Added · +55K sh
Q1 2026
11Royal Bank Of Canada830K
$37.2M
−14%
Reduced · −132K sh
Q1 2026
12Osaic Holdings, Inc.674K
$30.3M
−11%
Reduced · −81K sh
Q1 2026
13BlueStem Wealth Partners, LLC673K
$34.1M
+7.5%
Added · +47K sh
Q2 2026
14Rockefeller Capital Management L.P.669K
$30.0M
+9.6%
Added · +59K sh
Q1 2026
15Commonwealth Equity Services, LLC561K
$25.2M
−25%
Reduced · −190K sh
Q1 2026
16Baird Financial Group, Inc.475K
$21.3M
+17%
Added · +69K sh
Q1 2026
17Compass Advisory Group LLC417K
$21.1M
+1.1%
Added · +4K sh
Q2 2026
18D.A. Davidson & Co.400K
$20.2M
−4.8%
Reduced · −20K sh
Q2 2026
19MML Investors Services, LLC399K
$20.2M
+14%
Added · +49K sh
Q2 2026
20Stifel Financial Corp392K
$17.6M
+1.2%
Added · +5K sh
Q1 2026
21Pacer Advisors, Inc.383K
$17.2M
+2.1%
Added · +8K sh
Q1 2026
22Ameriprise Financial Inc374K
$16.8M
−12%
Reduced · −52K sh
Q1 2026
23Kestra Advisory Services, LLC306K
$15.5M
−6.0%
Reduced · −20K sh
Q2 2026
24Steward Partners Investment Advisory, LLC303K
$15.3M
+5.4%
Added · +16K sh
Q2 2026
25Cornerstone Wealth Management, LLC260K
$13.1M
+5.9%
Added · +14K sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is CALF being bought or sold by institutions?

Last quarter, 2 funds opened a new position in CALF and 15 added to an existing one, while 26 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
2
funds took a first position
Added
15
added to an existing position
Reduced
26
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own CALF also own

CompanyCo-held byTheir position there
Nvidia CorpNVDA203 funds$41.0B
Microsoft CorpMSFT202 funds$31.4B
Apple IncAAPL199 funds$37.0B
Amazon.com IncAMZN199 funds$26.1B
Alphabet Inc-CL AGOOGL198 funds$21.4B
SS SPDR S&P 500 ETF Trust-USSPY195 funds$17.4B
Tesla IncTSLA195 funds$8.2B
Alphabet Inc-CL CGOOG192 funds$14.4B
Meta Platforms Inc-Class AMETA192 funds$11.8B
Broadcom IncAVGO190 funds$17.8B
Invesco QQQ Trust Series 1QQQ190 funds$6.6B
JPMorgan Chase & CoJPM189 funds$11.2B

Ranked by how many of CALF's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CALF.

Institutional ownership over time

273 tracked filers in Q2 2026 filingsstill filing
0191382Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $477.8M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Share classes

Class13F holdersValue held
COWZmc797 funds$11.5B
CALFthis pagemc368 funds$2.0B
GCOWmc234 funds$2.0B
PTLCmc228 funds$2.1B
COWGmc225 funds$1.4B
QDPLmc183 funds$937.9M
ICOWmc175 funds$1.2B
PTNQmc148 funds$684.6M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 most recent

No filings captured for this ticker in the live stream yet.

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Connected entities for CALF

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Ask your agent what changed in CALF

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/CALF/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for CALF.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for CALF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.