CALF

PCR US SM CP CSH CWS ETF-Usd$49.67 1.90%
UnclassifiedUSCUSIP 69374H857· EOD Jun 5, 2026◍ Confluence graph
Tracked 13F Holders
98
-5 QoQ
13F Value (tracked)
$215.6M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)21 adding · 30 trimming
Insider net (180d)$0

Price & smart-money activity

$49.67 1.90%5Y +14.4%
$30.92$36.21$41.51$46.80$52.092021202220232024202520267384163169111415102293112341740185616742569364855485141623167346137562760
Hover for who · click for detailEnd-of-day closing prices52w $38.82 – $51.21
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Use CALF data in an agent

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

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Ask your agent who owns CALF

This stock page is the Follow view. The Build view lets your agent query CALF owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/CALF"
Ask your agent
Use Arkolith to show who owns CALF,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

98 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1D.A. DAVIDSON & CO.
$18.9M
420K
−15%
Reduced · −71K sh
Q1 2026
2MML INVESTORS SERVICES, LLC
$15.7M
350K
−35%
Reduced · −191K sh
Q1 2026
3Kestra Advisory Services, LLC
$14.6M
326K
−24%
Reduced · −103K sh
Q1 2026
4Steward Partners Investment Advisory, LLC
$12.9M
287K
−1.4%
Reduced · −4K sh
Q1 2026
5WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$11.1M
246K
−32%
Reduced · −117K sh
Q1 2026
6Cornerstone Wealth Management, LLC
$11.0M
245K
+6.9%
Added · +16K sh
Q1 2026
7Procyon Advisors, LLC
$10.4M
233K
−1.4%
Reduced · −3K sh
Q1 2026
8NewEdge Advisors, LLC
$7.3M
163K
−17%
Reduced · −34K sh
Q1 2026
9KESTRA PRIVATE WEALTH SERVICES, LLC
$6.0M
135K
+23%
Added · +26K sh
Q1 2026
10NATIONS FINANCIAL GROUP INC, /IA/ /ADV
$5.6M
125K
+6.2%
Added · +7K sh
Q1 2026
11Private Advisor Group, LLC
$4.6M
103K
−4.1%
Reduced · −4K sh
Q1 2026
12OPPENHEIMER & CO INC
$4.5M
100K
−3.8%
Reduced · −4K sh
Q1 2026
13Sanctuary Advisors, LLC
$4.2M
94K
−18%
Reduced · −21K sh
Q1 2026
14Equitable Holdings, Inc.
$4.2M
95K
−9.7%
Reduced · −10K sh
Q1 2026
15CITADEL ADVISORS LLC
$4.1M
91K
+52%
Added · +31K sh
Q1 2026
16Summit Financial, LLC
$3.6M
81K
−9.0%
Reduced · −8K sh
Q1 2026
17INDEPENDENT FINANCIAL GROUP, LLC
$3.5M
79K
+4.7%
Added · +4K sh
Q1 2026
18Wealthcare Advisory Partners LLC
$3.5M
79K
+7.0%
Added · +5K sh
Q1 2026
19&PARTNERS
$3.4M
75K
−41%
Reduced · −53K sh
Q1 2026
20J.W. COLE ADVISORS, INC.
$3.3M
75K
−15%
Reduced · −13K sh
Q1 2026
21Concurrent Investment Advisors, LLC
$2.8M
62K
−6.1%
Reduced · −4K sh
Q1 2026
22U.S. Capital Wealth Advisors, LLC
$2.6M
58K
+19%
Added · +9K sh
Q1 2026
23Ausdal Financial Partners, Inc.
$2.6M
57K
−42%
Reduced · −41K sh
Q1 2026
24Stratos Wealth Partners, LTD.
$2.5M
55K
−4.3%
Reduced · −3K sh
Q1 2026
25Gotham Asset Management, LLC
$2.3M
52K
+13%
Added · +6K sh
Q1 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.

Fund activity: latest quarter

Opened (NEW)
2
funds
Added
19
funds
Reduced
30
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

175 funds+117 since Q2 2022
098195Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $1.7B

Funds that own CALF also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA109 funds$25.9B
MICROSOFT CORPMSFT109 funds$20.4B
JPMORGAN CHASE & COJPM109 funds$10.2B
BROADCOM INCAVGO109 funds$10.1B
ALPHABET INC-CL CGOOG109 funds$9.2B
WALMART INCWMT109 funds$5.5B
CHEVRON CORPCVX109 funds$4.3B
ABBVIE INCABBV109 funds$3.8B
VERIZON COMMUNICATIONS INCVZ109 funds$2.1B
CITIGROUP INCC109 funds$1.9B
AT&T INCT109 funds$1.8B
WELLS FARGO & COWFC109 funds$1.7B

Ranked by how many of CALF's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

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

Browse more

13F holdings + Form 4 insider transactions + 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. Every panel above is one call to the Arkolith API & MCP server.