CALF

PCR US SM CP CSH CWS ETF-UsdETF$54.22 0.40%
UnclassifiedUSCUSIP 69374H857· EOD Jul 31, 2026◍ Confluence graph
Tracked 13F Holders
307
-130 QoQ
13F Value (tracked)
$1.9B
13F Moves · latest Q
14 added
30 trimmed
Recent Filings
0

Price & smart-money activity

$54.22 0.40%5Y +24.3%
$31.24$37.69$44.14$50.59$57.04202120222023202420252026941641511111415102210321235174217601678247038495689916613052116649855113551013661
Hover for who · click for detailEnd-of-day closing prices52w $39.37 – $55.26

Who owns CALF?

307 tracked 13F filers

307 tracked 13F filers disclose a position in CALF as of the latest SEC 13F filings, a combined $1.9B 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.

#FundPosition valueSharesLast moveAs ofHistory
1BANK OF AMERICA CORP /DE/
$493.7M
11.0M
−7.3%
Reduced · −861K sh
Q1 2026
2MORGAN STANLEY
$186.8M
4.2M
−13%
Reduced · −631K sh
Q1 2026
3LPL Financial LLC
$140.8M
3.1M
−12%
Reduced · −429K sh
Q1 2026
4Cetera Investment Advisers
$82.5M
1.8M
−4.4%
Reduced · −85K sh
Q1 2026
5RAYMOND JAMES FINANCIAL INC
$73.4M
1.6M
−29%
Reduced · −680K sh
Q1 2026
6WELLS FARGO & COMPANY/MN
$71.2M
1.6M
−30%
Reduced · −667K sh
Q1 2026
7NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
$58.8M
1.3M
−18%
Reduced · −286K sh
Q1 2026
8UBS Group AG
$51.3M
1.1M
−5.8%
Reduced · −71K sh
Q1 2026
9ENVESTNET ASSET MANAGEMENT INC
$45.4M
1.0M
−8.1%
Reduced · −90K sh
Q1 2026
10JONES FINANCIAL COMPANIES LLLP
$36.6M
833K
+7.0%
Added · +55K sh
Q1 2026
11ROYAL BANK OF CANADA
$37.2M
830K
−14%
Reduced · −132K sh
Q1 2026
12OSAIC HOLDINGS, INC.
$30.3M
674K
−11%
Reduced · −81K sh
Q1 2026
13Rockefeller Capital Management L.P.
$30.0M
669K
+9.6%
Added · +59K sh
Q1 2026
14COMMONWEALTH EQUITY SERVICES, LLC
$25.2M
561K
−25%
Reduced · −190K sh
Q1 2026
15Baird Financial Group, Inc.
$21.3M
475K
+17%
Added · +69K sh
Q1 2026
16D.A. DAVIDSON & CO.
$20.2M
400K
−4.8%
Reduced · −20K sh
Q2 2026
17STIFEL FINANCIAL CORP
$17.6M
392K
+1.2%
Added · +5K sh
Q1 2026
18Pacer Advisors, Inc.
$17.2M
383K
+2.1%
Added · +8K sh
Q1 2026
19AMERIPRISE FINANCIAL INC
$16.8M
374K
−12%
Reduced · −52K sh
Q1 2026
20MML INVESTORS SERVICES, LLC
$15.7M
350K
−35%
Reduced · −191K sh
Q1 2026
21Kestra Advisory Services, LLC
$15.5M
306K
−6.0%
Reduced · −20K sh
Q2 2026
22Steward Partners Investment Advisory, LLC
$12.9M
287K
−1.4%
Reduced · −4K sh
Q1 2026
23Cornerstone Wealth Management, LLC
$13.1M
260K
+5.9%
Added · +14K sh
Q2 2026
24WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$13.2M
255K
+3.8%
Added · +9K sh
Q2 2026
25HHM Wealth Advisors, LLC
$12.7M
250K
−34%
Reduced · −130K 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 12 added to an existing one, while 30 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
2
funds
Added
12
funds
Reduced
30
funds
Exited
0
funds

Funds that own CALF also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA163 funds$39.7B
APPLE INCAAPL163 funds$33.5B
MICROSOFT CORPMSFT163 funds$29.9B
AMAZON.COM INCAMZN162 funds$24.1B
ALPHABET INC-CL AGOOGL160 funds$20.0B
SS SPDR S&P 500 ETF TRUST-USSPY158 funds$13.2B
TESLA INCTSLA158 funds$7.6B
WALMART INCWMT157 funds$6.2B
BROADCOM INCAVGO156 funds$16.9B
INVESCO QQQ TRUST SERIES 1QQQ156 funds$5.6B
ALPHABET INC-CL CGOOG155 funds$13.2B
META PLATFORMS INC-CLASS AMETA154 funds$11.7B

Ranked by how many of CALF's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

170 funds-125 since Q3 2024
0172343Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $267.8M

Recent filings

0 shown

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.