105 tracked 13F filers disclose a position in CALI as of the latest SEC 13F filings, a combined $134.0M 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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Global Retirement Partners, LLC | $14.0M | 276K | ▲+451% Added · +226K sh | Q2 2026 | |
| 2 | LPL Financial LLC | $12.3M | 244K | ▲+41% Added · +72K sh | Q1 2026 | |
| 3 | Elmwood Wealth Management, Inc. | $11.6M | 230K | ▲+8.3% Added · +18K sh | Q2 2026 | |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $7.5M | 150K | ▲+5.6% Added · +8K sh | Q2 2026 | |
| 5 | DeLarme Wealth Management, Inc. | $4.9M | 96K | ▲+8.1% Added · +7K sh | Q2 2026 | |
| 6 | JANE STREET GROUP, LLC | $4.5M | 89K | ▲15× Added · +83K sh | Q1 2026 | |
| 7 | NDWM LLC | $4.5M | 89K | ▲+5.9% Added · +5K sh | Q2 2026 | |
| 8 | Composition Wealth, LLC | $3.4M | 66K | ▼−18% Reduced · −14K sh | Q2 2026 | |
| 9 | Integrated Wealth Concepts LLC | $2.9M | 58K | ▲+10% Added · +5K sh | Q2 2026 | |
| 10 | BAILARD, INC. | $2.9M | 58K | ▲+491% Added · +48K sh | Q2 2026 | |
| 11 | CITIZENS FINANCIAL GROUP INC/RI | $2.6M | 51K | ▼−28% Reduced · −20K sh | Q1 2026 | |
| 12 | HUB Investment Partners, LLC | $2.5M | 49K | ▲+583% Added · +42K sh | Q2 2026 | |
| 13 | Precision Wealth Strategies, LLC | $2.5M | 49K | ▲New +49K sh | Q2 2026 | |
| 14 | FINANCIAL MANAGEMENT NETWORK INC | $2.2M | 43K | ▲+40% Added · +12K sh | Q2 2026 | |
| 15 | Pasadena Private Wealth, LLC | $2.2M | 43K | ▲+32% Added · +10K sh | Q2 2026 | |
| 16 | Mariner, LLC | $1.7M | 34K | ▼−1.2% Reduced · −418 sh | Q1 2026 | |
| 17 | Atlas Private Wealth Advisors | $1.7M | 33K | ▲+51% Added · +11K sh | Q2 2026 | |
| 18 | HighTower Advisors, LLC | $1.6M | 32K | ▼−0.8% Reduced · −276 sh | Q1 2026 | |
| 19 | Savvy Advisors, Inc. | $1.6M | 32K | ▼−1.8% Reduced · −593 sh | Q1 2026 | |
| 20 | TriaGen Wealth Management LLC | $1.6M | 31K | ▲+35% Added · +8K sh | Q2 2026 | |
| 21 | Valmark Advisers, Inc. | $1.5M | 30K | ▲+57% Added · +11K sh | Q2 2026 | |
| 22 | M. Kulyk & Associates, LLC | $1.5M | 30K | ▲+102% Added · +15K sh | Q2 2026 | |
| 23 | WRAPMANAGER INC | $1.5M | 30K | ▲New +30K sh | Q2 2026 | |
| 24 | Stratos Wealth Partners, LTD. | $1.4M | 29K | ▲New +29K sh | Q2 2026 | |
| 25 | McIlrath & Eck, LLC | $1.4M | 28K | ▲New +28K 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.
Last quarter, 13 funds opened a new position in CALI and 23 added to an existing one, while 8 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).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 52 funds | $4.8B |
| MICROSOFT CORPMSFT | 51 funds | $2.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 51 funds | $2.0B |
| NVIDIA CORPNVDA | 50 funds | $6.1B |
| AMAZON.COM INCAMZN | 50 funds | $3.1B |
| ALPHABET INC-CL AGOOGL | 49 funds | $2.1B |
| INVESCO QQQ TRUST SERIES 1QQQ | 49 funds | $1.3B |
| ELI LILLY & COLLY | 49 funds | $780.9M |
| ISHARES CORE S&P 500 ETFIVV | 48 funds | $5.1B |
| BROADCOM INCAVGO | 48 funds | $1.8B |
| JOHNSON & JOHNSONJNJ | 48 funds | $975.4M |
| INTL BUSINESS MACHINES CORPIBM | 48 funds | $279.0M |
Ranked by how many of CALI's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| BINCmc | 724 funds | $14.5B |
| CLOAmc | 223 funds | $1.5B |
| HIMUmc | 217 funds | $1.1B |
| GGOVmc | 187 funds | $630.2M |
| SHYMmc | 135 funds | $413.3M |
| INMUMF Closed and MF Open | 111 funds | $610.6M |
| CALIthis pageSHORT TERM CALIF | 105 funds | $134.0M |
| SECUmc | 88 funds | $416.1M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for CALI
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.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/CALI/capital-change-brief"
Use Arkolith's capital_change_brief for CALI. 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 CALI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.