Who owns CALI
Which tracked institutional funds hold CALI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CALI company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-19). 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
26 tracked funds added or opened CALI while 12 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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
CALI’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes CALI more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in CALI 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 2025-Q4 and 2026-Q1, across 91 tracked filers holding CALI, 60 increased or opened the position and 24 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 CALI between the 2025-Q4 and 2026-Q1 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
- JANE STREET GROUP, LLC$4M
- Apella Capital, LLC$3M
- Integrated Wealth Concepts LLC$3M
- Cambridge Investment Research Advisors, Inc.$2M
- Pasadena Private Wealth, LLC$2M
- McIlrath & Eck, LLC$1M
Full exits 6
- Global Retirement Partners, LLC$3M
- Ballast Rock Private Wealth LLC$2M
- Elequin Capital, LP$1M
- U S GLOBAL INVESTORS INC$1M
- Fort Point Capital Partners LLC$1M
- SOL Capital Management CO$770K
Largest adds
- LPL Financial LLC$4M
- Composition Wealth, LLC$3M
- Elmwood Wealth Management, Inc.$2M
- FIRST AMERICAN TRUST, FSB$986K
- DeLarme Wealth Management, Inc.$967K
- NDWM LLC$945K
Largest trims
- Ariadne Wealth Management, LP$6M
- CITIZENS FINANCIAL GROUP INC/RI$990K
- FINANCIAL MANAGEMENT NETWORK INC$876K
- NewEdge Advisors, LLC$429K
- AXXCESS WEALTH MANAGEMENT, LLC$399K
- Client First Capital LLC$338K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| LPL Financial LLC added | 244,383 | $12M | 10.1% | 2026-Q1 |
| Elmwood Wealth Management, Inc. added | 211,929 | $11M | 8.8% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 141,621 | $7M | 5.8% | 2026-Q1 |
| DeLarme Wealth Management, Inc. added | 89,165 | $4M | 3.7% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 89,159 | $4M | 3.7% | 2026-Q1 |
| NDWM LLC added | 83,830 | $4M | 3.5% | 2026-Q1 |
| Composition Wealth, LLC added | 80,746 | $4M | 3.3% | 2026-Q1 |
| SWEENEY & MICHEL, LLC added | 66,910 | $3M | 2.8% | 2026-Q1 |
| Apella Capital, LLC new | 60,738 | $3M | 2.5% | 2026-Q1 |
| FIRST AMERICAN TRUST, FSB added | 59,567 | $3M | 2.5% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 52,907 | $3M | 2.2% | 2026-Q1 |
| CITIZENS FINANCIAL GROUP INC/RI trimmed | 50,964 | $3M | 2.1% | 2026-Q1 |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 35,194 | $2M | 1.5% | 2026-Q1 |
| Mariner, LLC trimmed | 34,008 | $2M | 1.4% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. new | 33,242 | $2M | 1.4% | 2026-Q1 |
| Pasadena Private Wealth, LLC new | 32,350 | $2M | 1.3% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 31,958 | $2M | 1.3% | 2026-Q1 |
| Savvy Advisors, Inc. trimmed | 31,719 | $2M | 1.3% | 2026-Q1 |
| FINANCIAL MANAGEMENT NETWORK INC trimmed | 30,763 | $2M | 1.3% | 2026-Q1 |
| McIlrath & Eck, LLC new | 27,557 | $1M | 1.1% | 2026-Q1 |
| CARY STREET PARTNERS FINANCIAL LLC | 26,239 | $1M | 1.1% | 2026-Q1 |
| Perigon Wealth Management, LLC | 24,300 | $1M | 1.0% | 2026-Q1 |
| KANAWHA CAPITAL MANAGEMENT LLC added | 24,000 | $1M | 1.0% | 2026-Q1 |
| TriaGen Wealth Management LLC added | 22,949 | $1M | 0.9% | 2026-Q1 |
| Atlas Private Wealth Advisors added | 21,985 | $1M | 0.9% | 2026-Q1 |
| KWB Wealth | 21,339 | $1M | 0.9% | 2026-Q1 |
| WESPAC Advisors SoCal, LLC trimmed | 20,696 | $1M | 0.9% | 2026-Q1 |
| Shared Vision Wealth Group LLC added | 20,687 | $1M | 0.9% | 2026-Q1 |
| MEMBERS WEALTH LLC added | 19,872 | $1M | 0.8% | 2026-Q1 |
| Perennial Investment Advisors, LLC added | 19,575 | $987K | 0.8% | 2026-Q1 |
| Valmark Advisers, Inc. added | 19,390 | $978K | 0.8% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 18,907 | $953K | 0.8% | 2026-Q1 |
| FLC Capital Advisors added | 17,912 | $903K | 0.7% | 2026-Q1 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC added | 16,000 | $807K | 0.7% | 2026-Q1 |
| Ariadne Wealth Management, LP trimmed | 15,924 | $803K | 0.7% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 15,690 | $791K | 0.6% | 2026-Q1 |
| Cerity Partners LLC added | 15,302 | $772K | 0.6% | 2026-Q1 |
| Mutual Advisors, LLC added | 15,084 | $761K | 0.6% | 2026-Q1 |
| M. Kulyk & Associates, LLC new | 14,926 | $753K | 0.6% | 2026-Q1 |
| Richard P Slaughter Associates Inc added | 14,715 | $742K | 0.6% | 2026-Q1 |
| Independent Advisor Alliance new | 14,200 | $716K | 0.6% | 2026-Q1 |
| Meridian Wealth Management, LLC | 14,000 | $706K | 0.6% | 2026-Q1 |
| Sound Portfolio Advisors, LLC added | 12,705 | $641K | 0.5% | 2026-Q1 |
| Diversified Portfolios, Inc. trimmed | 11,034 | $556K | 0.5% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV | 10,450 | $527K | 0.4% | 2026-Q1 |
| V2 Financial group LLC new | 9,890 | $499K | 0.4% | 2026-Q1 |
| BAILARD, INC. | 9,775 | $493K | 0.4% | 2026-Q1 |
| Weaver Consulting Group added | 9,500 | $479K | 0.4% | 2026-Q1 |
| Creative Planning new | 9,328 | $470K | 0.4% | 2026-Q1 |
| Capital Advantage, Inc. | 9,313 | $470K | 0.4% | 2026-Q1 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 9,137 | $461K | 0.4% | 2026-Q1 |
| RWA WEALTH PARTNERS, LLC trimmed | 8,946 | $451K | 0.4% | 2026-Q1 |
| Bell Investment Advisors, Inc added | 8,701 | $439K | 0.4% | 2026-Q1 |
| Sowell Financial Services LLC added | 8,381 | $423K | 0.3% | 2026-Q1 |
| Selby Wealth Management, LLC added | 8,294 | $418K | 0.3% | 2026-Q1 |
| Client First Capital LLC trimmed | 8,277 | $417K | 0.3% | 2026-Q1 |
| Cetera Investment Advisers added | 7,973 | $402K | 0.3% | 2026-Q1 |
| Bristlecone Value Partners, LLC new | 7,807 | $394K | 0.3% | 2026-Q1 |
| HUB Investment Partners, LLC new | 7,165 | $361K | 0.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 7,016 | $354K | 0.3% | 2026-Q1 |
| Stone Summit Wealth LLC added | 6,917 | $349K | 0.3% | 2026-Q1 |
| EHRLICH FINANCIAL GROUP | 6,907 | $348K | 0.3% | 2026-Q1 |
| 3 FACTOR INDEXING, LLC new | 6,888 | $347K | 0.3% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 6,810 | $343K | 0.3% | 2026-Q1 |
| Chatterton & Associates Inc. added | 6,670 | $336K | 0.3% | 2026-Q1 |
| OLD MISSION CAPITAL LLC trimmed | 6,148 | $310K | 0.3% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 6,000 | $303K | 0.2% | 2026-Q1 |
| GRAYBILL WEALTH MANAGEMENT, LTD. | 6,000 | $303K | 0.2% | 2026-Q1 |
| Integrated Advisors Network LLC | 5,946 | $300K | 0.2% | 2026-Q1 |
| NWF Advisory Services Inc. | 5,358 | $270K | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 4,913 | $248K | 0.2% | 2026-Q1 |
| GC Wealth Management RIA, LLC added | 4,789 | $242K | 0.2% | 2026-Q1 |
| Peak Financial Management, Inc. | 4,400 | $222K | 0.2% | 2026-Q1 |
| HRT FINANCIAL LP new | 4,212 | $212K | 0.2% | 2026-Q1 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC added | 4,128 | $209K | 0.2% | 2026-Q1 |
| Bridgewater Advisors Inc. trimmed | 4,004 | $202K | 0.2% | 2026-Q1 |
| GAMMA Investing LLC new | 3,870 | $195K | 0.2% | 2026-Q1 |
| UNION SAVINGS BANK trimmed | 2,954 | $149K | 0.1% | 2026-Q1 |
| MORGAN STANLEY | 2,500 | $126K | 0.1% | 2026-Q1 |
| Cheviot Value Management, LLC | 1,750 | $88K | 0.1% | 2026-Q1 |
| Allworth Financial LP added | 1,560 | $79K | 0.1% | 2026-Q1 |
| Smartleaf Asset Management LLC added | 1,426 | $72K | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 1,333 | $67K | 0.1% | 2026-Q1 |
| Sunrise Financial Services, LLC added | 1,050 | $53K | 0.0% | 2026-Q1 |
| Global Retirement Partners, LLC added | 50,089 | $3M | 2.1% | 2025-Q4 stale |
| Ballast Rock Private Wealth LLC new | 34,595 | $2M | 1.4% | 2025-Q4 stale |
| Elequin Capital, LP trimmed | 29,065 | $1M | 1.2% | 2025-Q4 stale |
| U S GLOBAL INVESTORS INC added | 22,000 | $1M | 0.9% | 2025-Q4 stale |
| Fort Point Capital Partners LLC | 20,881 | $1M | 0.9% | 2025-Q4 stale |
| Johnson Bixby & Associates, LLC | 19,922 | $1M | 0.8% | 2025-Q3 stale |
| SOL Capital Management CO trimmed | 15,250 | $770K | 0.6% | 2025-Q4 stale |
| Geneos Wealth Management Inc. new | 13,003 | $655K | 0.5% | 2025-Q1 stale |
| Archvest Wealth Advisors, Inc. added | 10,071 | $510K | 0.4% | 2025-Q3 stale |
| AlphaStar Capital Management, LLC added | 8,615 | $435K | 0.4% | 2025-Q2 stale |
| Brookstone Capital Management new | 6,297 | $319K | 0.3% | 2025-Q3 stale |
| Impact Capital Partners LLC new | 5,948 | $300K | 0.2% | 2025-Q1 stale |
| Shira Ridge Wealth Management trimmed | 4,426 | $223K | 0.2% | 2025-Q4 stale |
| RIDGECREST WEALTH PARTNERS, LLC trimmed | 4,000 | $202K | 0.2% | 2025-Q4 stale |
| Compass Wealth Management LLC | 2,581 | $130K | 0.1% | 2025-Q1 stale |
| Kestra Advisory Services, LLC trimmed | 1,726 | $87K | 0.1% | 2025-Q4 stale |
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.