§ EQUITY
USDCALI
ISHRS SH-TRM CA MUNI ACT ETF
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
74 increased/new, 18 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| LPL Financial LLC | 244K | 0.0% | +41% |
| Elmwood Wealth Management, Inc. | 212K | 3.0% | +29% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 142K | 0.0% | +5% |
| DeLarme Wealth Management, Inc. | 89K | 2.9% | +27% |
| JANE STREET GROUP, LLC | 89K | 0.0% | n/a |
| NDWM LLC | 84K | 2.7% | +29% |
◇ AC INTELLIGENCE
Top institutional owners for CALI as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER99.0% · 85 holders
TACTICAL / MACRO0.7% · 1 holder
DEALER / BANK0.3% · 5 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for CALI in the last 180 days.