CALI
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +30.0% ·
net new positions +20.0%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 244.38K | +41.5% | $12.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Wealth Enhancement Advisory… | 141.62K | +4.9% | $7.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Jane Street Group, Llc | 89.16K | New | $4.50M | 0.0% | New | 1 | SEC ↗ |
| 4 | Mariner, LLC | 34.01K | -1.2% | $1.72M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | HighTower Advisors, LLC | 31.96K | -0.9% | $1.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 18.91K | +205.2% | $953,488 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Citadel Advisors ✦ | 15.69K | +137.2% | $791,247 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Cerity Partners LLC | 15.30K | New | $771,598 | 0.0% | New | 1 | SEC ↗ |
| 9 | Mercer Global Advisors Inc /Adv | 10.45K | 0.0% | $526,994 | 0.0% | Held | 2 | SEC ↗ |
| 10 | Creative Planning | 9.33K | New | $470,411 | 0.0% | New | 1 | SEC ↗ |
| 11 | Cetera Investment Advisers | 7.97K | +14.1% | $402,078 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 7.02K | +16.7% | $353,810 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Rockefeller Capital Management L.P. | 6.00K | -40.0% | $302,580 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Susquehanna International Group, Llp | 4.91K | New | $247,763 | 0.0% | New | 1 | SEC ↗ |
| 15 | Hrt Financial Lp | 4.21K | New | $212,000 | 0.0% | New | 1 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 2.50K | 0.0% | $126,075 | 0.0% | Held | 3 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 1.33K | -40.7% | $67,177 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | UBS Group AG | 18 | +1700.0% | $908 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 0 | n/a | $21 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Jane Street Group, Llc | $4.50M | 0.0% |
| Cerity Partners LLC | $771,598 | 0.0% |
| Creative Planning | $470,411 | 0.0% |
| Susquehanna International… | $247,763 | 0.0% |
| Hrt Financial Lp | $212,000 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 90 holders, 2.18M shares, $107.68M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.