PCR US SM CP CSH CWS ETF-USD CALF
$51.69
+1.2% 52w: $38.81 – $51.69
Latest 13F among current holders filed 5 days ago (Jun 30, 2026)
Price — last 12 months
research preview data38.8145.2551.69
Jun 20, 2025 Jul 2, 2026
Institutional holders
388
-10 QoQ
13F value
$2.00B
-11.4% QoQ
Smart-money holders
5
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
calls only
$301K calls / — puts
Institutional value by quarter
Number of holders
Who owns CALF?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 11.0M | $493.7M | 0.0% | -7.3% |
| MORGAN STANLEY | Bank broker | 4.2M | $186.8M | 0.0% | -13.2% |
| LPL Financial LLC | Bank broker | 3.1M | $140.8M | 0.0% | -12.0% |
| Cetera Investment Advisers | Wealth advisor | 1.8M | $82.5M | 0.1% | -4.4% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.6M | $73.4M | 0.0% | -29.3% |
| WELLS FARGO & COMPANY/MN | Bank broker | 1.6M | $71.2M | 0.0% | -29.6% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 1.3M | $58.8M | 0.0% | -17.9% |
| UBS Group AG | Bank broker | 1.1M | $51.3M | 0.0% | -5.8% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 1.0M | $45.4M | 0.0% | -8.1% |
| ROYAL BANK OF CANADA | Bank broker | 829.6K | $37.2M | 0.0% | -13.7% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 832.6K | $36.6M | 0.0% | +7.0% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 674.1K | $30.3M | 0.0% | -10.7% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 668.9K | $30.0M | 0.1% | +9.6% |
| BlueStem Wealth Partners, LLC | Wealth advisor | 626.1K | $28.1M | 3.1% | +81.0% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 613.2K | $27.5M | 0.1% | -15.9% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 561.4K | $25.2M | 0.0% | -25.3% |
| Baird Financial Group, Inc. | Diversified mechanical | 474.7K | $21.3M | 0.0% | +17.0% |
| D.A. DAVIDSON & CO. | Wealth advisor | 420.2K | $18.9M | 0.1% | -14.5% |
| Compass Advisory Group LLC | Wealth advisor | 412.3K | $18.5M | 5.0% | +0.5% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 391.7K | $17.6M | 0.0% | +1.2% |
| Pacer Advisors, Inc. | Diversified mechanical | 382.8K | $17.2M | 0.0% | +2.1% |
| HHM Wealth Advisors, LLC | Wealth advisor | 380.2K | $17.1M | 2.0% | -49.9% |
| AMERIPRISE FINANCIAL INC | Bank broker | 374.2K | $16.8M | 0.0% | -12.3% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 349.9K | $15.7M | 0.0% | -35.3% |
| Kestra Advisory Services, LLC | Wealth advisor | 325.7K | $14.6M | 0.1% | -24.0% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 287.4K | $12.9M | 0.1% | -1.4% |
| HighTower Advisors, LLC | Diversified mechanical | 248.2K | $11.1M | 0.0% | -2.4% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 245.7K | $11.1M | 0.0% | -32.2% |
| Cornerstone Wealth Management, LLC | Wealth advisor | 245.1K | $11.0M | 0.6% | +6.9% |
| Procyon Advisors, LLC | Wealth advisor | 232.8K | $10.4M | 0.5% | -1.4% |
| Fearless Solutions, LLC dba Best Invest | Wealth advisor | 227.3K | $10.2M | 6.2% | -2.2% |
| HOWARD FINANCIAL SERVICES, LTD. | Wealth advisor | 180.2K | $8.1M | 0.9% | -14.3% |
| Long Island Wealth Management, Inc. | Wealth advisor | 176.0K | $7.9M | 3.7% | -3.1% |
| GOLDMAN SACHS GROUP INC | Bank broker | 166.8K | $7.5M | 0.0% | +140.2% |
| PSI Advisors, LLC | Wealth advisor | 164.1K | $7.4M | 1.8% | -3.8% |
| NewEdge Advisors, LLC | Diversified mechanical | 163.4K | $7.3M | 0.0% | -17.4% |
| Independent Advisor Alliance | Wealth advisor | 161.1K | $7.2M | 0.1% | +641.2% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 134.6K | $6.0M | 0.1% | +23.5% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | Wealth advisor | 125.5K | $5.6M | 0.3% | +6.2% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 124.5K | $5.6M | 0.0% | -78.8% |
| Janney Montgomery Scott LLC | Diversified mechanical | 117.9K | $5.3M | 0.0% | -73.8% |
| Mariner, LLC | Diversified mechanical | 109.9K | $4.9M | 0.0% | -41.3% |
| Econ Financial Services Corp | Wealth advisor | 109.4K | $4.9M | 2.3% | +21.5% |
| Carter Financial Group, INC. | Wealth advisor | 106.0K | $4.8M | 2.9% | -0.5% |
| Clarus Wealth Advisors | Wealth advisor | 102.8K | $4.7M | 2.0% | -3.1% |
| Private Advisor Group, LLC | Wealth advisor | 103.2K | $4.6M | 0.0% | -4.1% |
| Family Manage LLC | Wealth advisor | 101.3K | $4.5M | 0.5% | -27.6% |
| OPPENHEIMER & CO INC | Diversified mechanical | 100.1K | $4.5M | 0.1% | -3.8% |
| FLOW TRADERS U.S. LLC | Market maker | 96.3K | $4.3M | 0.1% | +212.4% |
| Sanctuary Advisors, LLC | Wealth advisor | 94.3K | $4.2M | 0.0% | -18.2% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.