CALF institutional holders

PACER FDS TR · 13F, 2026Q2

Managers holding391
Shares held43,540,221
Reported value$2.2bn
Quarter flows45 new, 110 added, 171 trimmed, 44 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
BANK OF AMERICA CORP /DE/10,456,053$529.2m0.0%
MORGAN STANLEY3,827,949$193.7m0.0%
LPL Financial LLC3,165,036$160.2m0.0%
Cetera Investment Advisers1,688,335$85.4m0.1%
RAYMOND JAMES FINANCIAL INC1,464,088$74.1m0.0%
WELLS FARGO & COMPANY/MN1,387,576$70.2m0.0%
Cambridge Investment Research Advisors, Inc.1,150,368$58.2m0.1%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1,130,959$57.2m0.0%
UBS Group AG1,039,801$52.6m0.0%
ENVESTNET ASSET MANAGEMENT INC877,842$44.4m0.0%
JONES FINANCIAL COMPANIES LLLP874,270$44.3m0.0%
ROYAL BANK OF CANADA765,369$38.7m0.0%
OSAIC HOLDINGS, INC.761,637$38.6m0.0%
BlueStem Wealth Partners, LLC672,950$34.1m3.4%
Rockefeller Capital Management L.P.653,599$33.1m0.1%
TWO SIGMA INVESTMENTS, LP534,800$27.1m0.0%
COMMONWEALTH EQUITY SERVICES, LLC499,215$25.3m0.0%
Baird Financial Group, Inc.479,839$24.3m0.0%
Compass Advisory Group LLC416,688$21.1m5.0%
D.A. DAVIDSON & CO.399,878$20.2m0.1%
MML INVESTORS SERVICES, LLC398,574$20.2m0.0%
Pacer Advisors, Inc.382,401$19.4m0.0%
AMERIPRISE FINANCIAL INC374,892$19.2m0.0%
STIFEL FINANCIAL CORP370,691$18.8m0.0%
GOLDMAN SACHS GROUP INC320,162$16.2m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("CALF"). CALF price history · All 13F data

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