CALI
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -27.8% ·
share flow +0.5% ·
net new positions -20.0%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 345.44K | +41.4% | $17.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Wealth Enhancement Advisory… | 149.62K | +5.7% | $7.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 27.48K | +45.3% | $1.39M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 4 | Cerity Partners LLC | 26.19K | +71.2% | $1.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Cetera Investment Advisers | 14.26K | +78.9% | $720,730 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Mariner, LLC | 13.36K | -60.7% | $675,148 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | UBS Group AG | 13.00K | +72100.0% | $656,753 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 8.52K | +21.4% | $430,520 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Creative Planning | 7.62K | -18.3% | $385,279 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Captrust Financial Advisors | 4.00K | New | $202,140 | 0.0% | New | 1 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 3.99K | -74.6% | $201,534 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 2.50K | 0.0% | $126,338 | 0.0% | Held | 4 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 1 | — | $43 | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Captrust Financial Advisors | $202,140 | 0.0% |
Exited
| Jane Street Group, Llc | $4.50M | was 0.0% |
| HighTower Advisors, LLC | $1.61M | was 0.0% |
| Mercer Global Advisors Inc… | $526,994 | was 0.0% |
| Rockefeller Capital… | $302,580 | was 0.0% |
| Susquehanna International… | $247,763 | was 0.0% |
| Hrt Financial Lp | $212,000 | was 0.0% |
| JPMorgan Chase | $67,177 | was 0.0% |
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.