Who owns CALF
Which tracked institutional funds hold CALF, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CALF company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-20). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
87 tracked funds added or opened CALF while 40 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
CALF’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes CALF more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in CALF divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 377 tracked filers holding CALF, 146 increased or opened the position and 222 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in CALF between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 9
- KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje$11M
- Caprock Group, LLC$3M
- AlphaCore Capital LLC$2M
- Global Retirement Partners, LLC$2M
- Y-Intercept (Hong Kong) Ltd$2M
- Fortune Financial Group, Inc.$1M
Full exits 20
- Cambridge Investment Research Advisors, Inc.$28M
- Pacer Advisors, Inc.$17M
- HighTower Advisors, LLC$11M
- Independent Advisor Alliance$7M
- Janney Montgomery Scott LLC$5M
- Mariner, LLC$5M
Largest adds
- BANK OF AMERICA CORP /DE/$35M
- TWO SIGMA INVESTMENTS, LP$21M
- LPL Financial LLC$19M
- GOLDMAN SACHS GROUP INC$9M
- OSAIC HOLDINGS, INC.$8M
- JONES FINANCIAL COMPANIES LLLP$8M
Largest trims
- HHM Wealth Advisors, LLC$4M
- Carter Financial Group, INC.$4M
- ETF Store, Inc.$2M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$2M
- Concurrent Investment Advisors, LLC$1M
- MONETA GROUP INVESTMENT ADVISORS LLC$1M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ trimmed | 10,456,053 | $529M | 26.7% | 2026-Q2 |
| MORGAN STANLEY trimmed | 3,827,949 | $194M | 9.8% | 2026-Q2 |
| LPL Financial LLC added | 3,165,036 | $160M | 8.1% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 1,688,335 | $85M | 4.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 1,464,088 | $74M | 3.7% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 1,387,576 | $70M | 3.5% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 1,130,959 | $57M | 2.9% | 2026-Q2 |
| UBS Group AG trimmed | 1,039,801 | $53M | 2.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 877,842 | $44M | 2.2% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 874,270 | $44M | 2.2% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 765,369 | $39M | 2.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 761,637 | $39M | 1.9% | 2026-Q2 |
| BlueStem Wealth Partners, LLC added | 672,950 | $34M | 1.7% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 653,599 | $33M | 1.7% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 534,800 | $27M | 1.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 499,215 | $25M | 1.3% | 2026-Q2 |
| Baird Financial Group, Inc. added | 479,839 | $24M | 1.2% | 2026-Q2 |
| Compass Advisory Group LLC added | 416,688 | $21M | 1.1% | 2026-Q2 |
| D.A. DAVIDSON & CO. trimmed | 399,878 | $20M | 1.0% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 398,574 | $20M | 1.0% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 374,892 | $19M | 1.0% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 370,691 | $19M | 0.9% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 320,162 | $16M | 0.8% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 306,185 | $15M | 0.8% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 302,908 | $15M | 0.8% | 2026-Q2 |
| Cornerstone Wealth Management, LLC added | 259,602 | $13M | 0.7% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 255,062 | $13M | 0.7% | 2026-Q2 |
| HHM Wealth Advisors, LLC trimmed | 250,104 | $13M | 0.6% | 2026-Q2 |
| Procyon Advisors, LLC trimmed | 225,085 | $11M | 0.6% | 2026-Q2 |
| Fearless Solutions, LLC dba Best Invest trimmed | 224,379 | $11M | 0.6% | 2026-Q2 |
| KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje new | 208,090 | $11M | 0.5% | 2026-Q2 |
| HOWARD FINANCIAL SERVICES, LTD. trimmed | 173,595 | $9M | 0.4% | 2026-Q2 |
| Long Island Wealth Management, Inc. trimmed | 173,149 | $9M | 0.4% | 2026-Q2 |
| NewEdge Advisors, LLC added | 169,045 | $9M | 0.4% | 2026-Q2 |
| Private Advisor Group, LLC added | 163,095 | $8M | 0.4% | 2026-Q2 |
| PSI Advisors, LLC trimmed | 157,374 | $8M | 0.4% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV added | 126,663 | $6M | 0.3% | 2026-Q2 |
| Clarus Wealth Advisors trimmed | 99,159 | $5M | 0.3% | 2026-Q2 |
| Family Manage LLC trimmed | 99,064 | $5M | 0.3% | 2026-Q2 |
| OPPENHEIMER & CO INC trimmed | 97,336 | $5M | 0.2% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 95,787 | $5M | 0.2% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ added | 83,814 | $4M | 0.2% | 2026-Q2 |
| Forefront Wealth Partners, LLC added | 83,261 | $4M | 0.2% | 2026-Q2 |
| Wealthcare Advisory Partners LLC added | 81,573 | $4M | 0.2% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 79,954 | $4M | 0.2% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 79,852 | $4M | 0.2% | 2026-Q2 |
| Pacific Wealth Strategies Group, Inc. added | 78,017 | $4M | 0.2% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. trimmed | 72,339 | $4M | 0.2% | 2026-Q2 |
| Keystone Financial Services, LLC trimmed | 72,227 | $4M | 0.2% | 2026-Q2 |
| Econ Financial Services Corp trimmed | 71,973 | $4M | 0.2% | 2026-Q2 |
| Inlight Wealth Management, LLC trimmed | 70,365 | $4M | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 69,546 | $4M | 0.2% | 2026-Q2 |
| Clay Northam Wealth Management, LLC trimmed | 69,365 | $4M | 0.2% | 2026-Q2 |
| Atlas Wealth LLC trimmed | 69,036 | $3M | 0.2% | 2026-Q2 |
| &PARTNERS trimmed | 66,625 | $3M | 0.2% | 2026-Q2 |
| Cassady Wealth & Retirement Planning, LLC added | 66,527 | $3M | 0.2% | 2026-Q2 |
| Summit Financial, LLC trimmed | 65,007 | $3M | 0.2% | 2026-Q2 |
| VERUS CAPITAL PARTNERS, LLC added | 63,394 | $3M | 0.2% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 63,363 | $3M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 62,259 | $3M | 0.2% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 61,387 | $3M | 0.2% | 2026-Q2 |
| EverSource Wealth Advisors, LLC added | 60,332 | $3M | 0.2% | 2026-Q2 |
| Anson Capital, Inc. trimmed | 60,266 | $3M | 0.2% | 2026-Q2 |
| Premier Path Wealth Partners, LLC added | 58,521 | $3M | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 57,858 | $3M | 0.1% | 2026-Q2 |
| Ellis Investment Partners, LLC trimmed | 57,592 | $3M | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. trimmed | 54,515 | $3M | 0.1% | 2026-Q2 |
| Arax Advisory Partners added | 54,504 | $3M | 0.1% | 2026-Q2 |
| Caprock Group, LLC new | 52,811 | $3M | 0.1% | 2026-Q2 |
| Prospera Financial Services Inc added | 52,319 | $3M | 0.1% | 2026-Q2 |
| Gotham Asset Management, LLC added | 52,316 | $3M | 0.1% | 2026-Q2 |
| BARRETT & COMPANY, INC. added | 52,292 | $3M | 0.1% | 2026-Q2 |
| Ausdal Financial Partners, Inc. trimmed | 47,897 | $2M | 0.1% | 2026-Q2 |
| FIDUCIARY FINANCIAL GROUP, LLC trimmed | 46,868 | $2M | 0.1% | 2026-Q2 |
| Visionary Wealth Advisors added | 46,820 | $2M | 0.1% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 46,424 | $2M | 0.1% | 2026-Q2 |
| Modern Wealth Management, LLC added | 46,300 | $2M | 0.1% | 2026-Q2 |
| BCS Wealth Management added | 46,047 | $2M | 0.1% | 2026-Q2 |
| COZAD ASSET MANAGEMENT INC trimmed | 45,628 | $2M | 0.1% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 45,413 | $2M | 0.1% | 2026-Q2 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC trimmed | 45,115 | $2M | 0.1% | 2026-Q2 |
| XTX Topco Ltd added | 44,736 | $2M | 0.1% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 43,250 | $2M | 0.1% | 2026-Q2 |
| NORTHBRIDGE FINANCIAL GROUP, LLC added | 42,386 | $2M | 0.1% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL trimmed | 41,474 | $2M | 0.1% | 2026-Q2 |
| Stratos Wealth Advisors, LLC added | 41,460 | $2M | 0.1% | 2026-Q2 |
| IHT Wealth Management, LLC trimmed | 40,944 | $2M | 0.1% | 2026-Q2 |
| Endowment Wealth Management, Inc. added | 39,268 | $2M | 0.1% | 2026-Q2 |
| Claro Advisors Inc. trimmed | 38,948 | $2M | 0.1% | 2026-Q2 |
| AlphaCore Capital LLC added | 38,523 | $2M | 0.1% | 2026-Q2 |
| Bedel Financial Consulting, Inc. trimmed | 37,345 | $2M | 0.1% | 2026-Q2 |
| DRIVE WEALTH MANAGEMENT, LLC trimmed | 36,627 | $2M | 0.1% | 2026-Q2 |
| LEVEL FOUR ADVISORY SERVICES, LLC added | 36,075 | $2M | 0.1% | 2026-Q2 |
| Certified Advisory Corp trimmed | 35,627 | $2M | 0.1% | 2026-Q2 |
| Tower Research Capital LLC (TRC) added | 35,364 | $2M | 0.1% | 2026-Q2 |
| Copia Wealth Management trimmed | 35,125 | $2M | 0.1% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 34,616 | $2M | 0.1% | 2026-Q2 |
| Chicago Partners Investment Group LLC trimmed | 34,492 | $2M | 0.1% | 2026-Q2 |
| Y-Intercept (Hong Kong) Ltd added | 34,215 | $2M | 0.1% | 2026-Q2 |
| Firestone Capital Management added | 32,194 | $2M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.