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-Q2 13F filings (latest filed 2026-08-18). 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
32 tracked funds added or opened CALI while 14 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
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 0.1% of theirs — a 0.1pp 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 2026-Q1 and 2026-Q2, across 103 tracked filers holding CALI, 71 increased or opened the position and 31 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 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
- Global Retirement Partners, LLC$14M
- Elequin Capital, LP$3M
- Precision Wealth Strategies, LLC$2M
- WRAPMANAGER INC$1M
- Stratos Wealth Partners, LTD.$1M
- Kera Capital Partners, Inc.$1M
Full exits 7
- JANE STREET GROUP, LLC$4M
- Integrated Wealth Concepts LLC$3M
- Cambridge Investment Research Advisors, Inc.$2M
- HighTower Advisors, LLC$2M
- McIlrath & Eck, LLC$1M
- Independent Advisor Alliance$716K
Largest adds
- CITIZENS FINANCIAL GROUP INC/RI$12M
- LPL Financial LLC$5M
- BAILARD, INC.$2M
- FIRST AMERICAN TRUST, FSB$2M
- HUB Investment Partners, LLC$2M
- Elmwood Wealth Management, Inc.$916K
Largest trims
- Apella Capital, LLC$3M
- Mariner, LLC$1M
- Savvy Advisors, Inc.$999K
- AXXCESS WEALTH MANAGEMENT, LLC$729K
- Composition Wealth, LLC$716K
- CITADEL ADVISORS LLC$590K
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 |
|---|---|---|---|---|
| LPL Financial LLC added | 345,438 | $17M | 11.4% | 2026-Q2 |
| CITIZENS FINANCIAL GROUP INC/RI added | 286,382 | $14M | 9.4% | 2026-Q2 |
| Global Retirement Partners, LLC added | 276,204 | $14M | 9.1% | 2026-Q2 |
| Elmwood Wealth Management, Inc. added | 229,610 | $12M | 7.6% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 149,618 | $8M | 4.9% | 2026-Q2 |
| FIRST AMERICAN TRUST, FSB added | 103,845 | $5M | 3.4% | 2026-Q2 |
| DeLarme Wealth Management, Inc. added | 96,404 | $5M | 3.2% | 2026-Q2 |
| NDWM LLC added | 88,772 | $4M | 2.9% | 2026-Q2 |
| SWEENEY & MICHEL, LLC added | 84,322 | $4M | 2.8% | 2026-Q2 |
| Composition Wealth, LLC trimmed | 66,419 | $3M | 2.2% | 2026-Q2 |
| Elequin Capital, LP added | 64,841 | $3M | 2.1% | 2026-Q2 |
| BAILARD, INC. added | 57,765 | $3M | 1.9% | 2026-Q2 |
| HUB Investment Partners, LLC added | 48,922 | $2M | 1.6% | 2026-Q2 |
| Precision Wealth Strategies, LLC new | 48,758 | $2M | 1.6% | 2026-Q2 |
| FINANCIAL MANAGEMENT NETWORK INC added | 43,010 | $2M | 1.4% | 2026-Q2 |
| Pasadena Private Wealth, LLC added | 42,671 | $2M | 1.4% | 2026-Q2 |
| Atlas Private Wealth Advisors added | 33,089 | $2M | 1.1% | 2026-Q2 |
| TriaGen Wealth Management LLC added | 31,020 | $2M | 1.0% | 2026-Q2 |
| Valmark Advisers, Inc. added | 30,477 | $2M | 1.0% | 2026-Q2 |
| M. Kulyk & Associates, LLC added | 30,138 | $2M | 1.0% | 2026-Q2 |
| WRAPMANAGER INC new | 29,541 | $1M | 1.0% | 2026-Q2 |
| Stratos Wealth Partners, LTD. new | 28,644 | $1M | 0.9% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 27,478 | $1M | 0.9% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC | 26,239 | $1M | 0.9% | 2026-Q2 |
| Cerity Partners LLC added | 26,194 | $1M | 0.9% | 2026-Q2 |
| KANAWHA CAPITAL MANAGEMENT LLC added | 26,000 | $1M | 0.9% | 2026-Q2 |
| KWB Wealth added | 25,732 | $1M | 0.8% | 2026-Q2 |
| FLC Capital Advisors added | 23,991 | $1M | 0.8% | 2026-Q2 |
| MEMBERS WEALTH LLC added | 23,810 | $1M | 0.8% | 2026-Q2 |
| Kera Capital Partners, Inc. new | 23,579 | $1M | 0.8% | 2026-Q2 |
| Perigon Wealth Management, LLC trimmed | 23,050 | $1M | 0.8% | 2026-Q2 |
| Private Advisor Group, LLC new | 21,841 | $1M | 0.7% | 2026-Q2 |
| Perennial Investment Advisors, LLC added | 20,929 | $1M | 0.7% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 20,700 | $1M | 0.7% | 2026-Q2 |
| Shared Vision Wealth Group LLC | 20,687 | $1M | 0.7% | 2026-Q2 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC added | 17,000 | $859K | 0.6% | 2026-Q2 |
| Mutual Advisors, LLC added | 16,787 | $848K | 0.6% | 2026-Q2 |
| Diversified Portfolios, Inc. added | 15,771 | $797K | 0.5% | 2026-Q2 |
| Beacon Pointe Advisors, LLC new | 15,580 | $787K | 0.5% | 2026-Q2 |
| Tortuga Wealth Management, Inc added | 15,149 | $766K | 0.5% | 2026-Q2 |
| Cetera Investment Advisers added | 14,262 | $721K | 0.5% | 2026-Q2 |
| Meridian Wealth Management, LLC | 14,000 | $707K | 0.5% | 2026-Q2 |
| Mariner, LLC trimmed | 13,360 | $675K | 0.4% | 2026-Q2 |
| UBS Group AG added | 12,996 | $657K | 0.4% | 2026-Q2 |
| Ariadne Wealth Management, LP trimmed | 12,927 | $653K | 0.4% | 2026-Q2 |
| Savvy Advisors, Inc. trimmed | 11,884 | $601K | 0.4% | 2026-Q2 |
| Sound Portfolio Advisors, LLC trimmed | 11,516 | $582K | 0.4% | 2026-Q2 |
| Richard P Slaughter Associates Inc trimmed | 11,389 | $576K | 0.4% | 2026-Q2 |
| Selby Wealth Management, LLC added | 10,997 | $556K | 0.4% | 2026-Q2 |
| Sowell Financial Services LLC added | 10,407 | $526K | 0.3% | 2026-Q2 |
| Weaver Consulting Group added | 10,300 | $521K | 0.3% | 2026-Q2 |
| V2 Financial group LLC added | 10,250 | $518K | 0.3% | 2026-Q2 |
| Kroeger Financial Partners new | 10,167 | $514K | 0.3% | 2026-Q2 |
| WESPAC Advisors SoCal, LLC trimmed | 9,906 | $501K | 0.3% | 2026-Q2 |
| Flatrock Wealth Partners LLC new | 9,341 | $472K | 0.3% | 2026-Q2 |
| Capital Advantage, Inc. | 9,313 | $471K | 0.3% | 2026-Q2 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 9,137 | $462K | 0.3% | 2026-Q2 |
| Bristlecone Value Partners, LLC added | 9,132 | $461K | 0.3% | 2026-Q2 |
| Bell Investment Advisors, Inc added | 8,756 | $443K | 0.3% | 2026-Q2 |
| Shum Financial Group, Inc. new | 8,592 | $434K | 0.3% | 2026-Q2 |
| Apella Capital, LLC trimmed | 8,522 | $430K | 0.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 8,519 | $431K | 0.3% | 2026-Q2 |
| KINGSWOOD WEALTH ADVISORS, LLC new | 8,514 | $430K | 0.3% | 2026-Q2 |
| Client First Capital LLC added | 8,355 | $422K | 0.3% | 2026-Q2 |
| RWA WEALTH PARTNERS, LLC trimmed | 8,153 | $412K | 0.3% | 2026-Q2 |
| Chatterton & Associates Inc. added | 7,973 | $402K | 0.3% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 7,959 | $402K | 0.3% | 2026-Q2 |
| SEEDS INVESTOR LLC new | 7,713 | $390K | 0.3% | 2026-Q2 |
| Creative Planning trimmed | 7,624 | $385K | 0.3% | 2026-Q2 |
| VANCE WEALTH, LLC new | 7,514 | $380K | 0.2% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 6,879 | $348K | 0.2% | 2026-Q2 |
| BASSO CAPITAL MANAGEMENT, L.P. new | 6,830 | $345K | 0.2% | 2026-Q2 |
| 3 FACTOR INDEXING, LLC trimmed | 6,789 | $343K | 0.2% | 2026-Q2 |
| Compound Planning, Inc. new | 6,435 | $325K | 0.2% | 2026-Q2 |
| Shah Wealth Advisors, LLC new | 6,380 | $322K | 0.2% | 2026-Q2 |
| EHRLICH FINANCIAL GROUP trimmed | 6,349 | $321K | 0.2% | 2026-Q2 |
| GRAYBILL WEALTH MANAGEMENT, LTD. | 6,000 | $303K | 0.2% | 2026-Q2 |
| Integrated Advisors Network LLC | 5,946 | $300K | 0.2% | 2026-Q2 |
| GC Wealth Management RIA, LLC added | 5,923 | $299K | 0.2% | 2026-Q2 |
| NWF Advisory Services Inc. | 5,358 | $271K | 0.2% | 2026-Q2 |
| Savant Capital, LLC new | 5,354 | $271K | 0.2% | 2026-Q2 |
| ABOUND FINANCIAL, LLC new | 5,000 | $253K | 0.2% | 2026-Q2 |
| Anchor Bay Capital, Inc. new | 5,000 | $252K | 0.2% | 2026-Q2 |
| Meritas Wealth Management, LLC new | 4,969 | $251K | 0.2% | 2026-Q2 |
| Stone Summit Wealth LLC trimmed | 4,916 | $248K | 0.2% | 2026-Q2 |
| Trilogy Capital Inc. new | 4,520 | $228K | 0.1% | 2026-Q2 |
| Peak Financial Management, Inc. | 4,400 | $222K | 0.1% | 2026-Q2 |
| Bridgewater Advisors Inc. added | 4,222 | $212K | 0.1% | 2026-Q2 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC added | 4,154 | $209K | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS new | 4,000 | $202K | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 3,988 | $202K | 0.1% | 2026-Q2 |
| UNION SAVINGS BANK | 2,954 | $149K | 0.1% | 2026-Q2 |
| MORGAN STANLEY | 2,500 | $126K | 0.1% | 2026-Q2 |
| Sankala Group LLC new | 2,201 | $111K | 0.1% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV new | 1,750 | $88K | 0.1% | 2026-Q2 |
| Cheviot Value Management, LLC | 1,750 | $88K | 0.1% | 2026-Q2 |
| Allworth Financial LP | 1,560 | $79K | 0.1% | 2026-Q2 |
| Aptus Capital Advisors, LLC added | 1,547 | $78K | 0.1% | 2026-Q2 |
| Smartleaf Asset Management LLC | 1,426 | $72K | 0.0% | 2026-Q2 |
| WealthCollab, LLC new | 1,291 | $65K | 0.0% | 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.