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US SMALL CAP CAS (fund)

389 managers (392 13F filers) reported a position in CALF shares at 2026-03-31, 44,673,559 shares in all. 27 filers opened a position and 39 filers sold out during the quarter.

Managers
389
13F filers
392
New
27
Added
102
Reduced
187
Sold out
39
Shares held by filers
44,673,559

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/11,003,225$494M0.04%-860,52513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY4,163,623$187M0.01%-630,96213F-HRTimelineGroup
LPL Financial LLC3,137,746$141M0.04%-429,01113F-HRTimeline
Cetera Investment Advisers1,838,316$82.5M0.09%-84,76413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,636,696$73.4M0.02%-679,57113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,585,707$71.2M0.01%-666,91413F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,310,020$58.8M0.04%-286,45413F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,144,105$51.3M0.01%-71,08213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,011,781$45.4M0.01%-89,70313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA829,581$37.2M0.01%-131,64613F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP832,598$36.6M0.02%+54,60013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.674,054$30.3M0.04%-81,01713F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…668,883$30M0.05%+58,66413F-HRTimelineGroup
BlueStem Wealth Partners, LLC626,136$28.1M3.12%+280,29913F-HRTimeline
Cambridge Investment Research Advisors,…613,217$27.5M0.07%-116,09713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC561,367$25.2M0.04%-190,38413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.474,736$21.3M0.03%+68,88413F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding460,350$20.7M-77,511Timeline
D.A. DAVIDSON & CO.420,172$18.9M0.11%-71,49113F-HRTimeline
Compass Advisory Group LLC412,337$18.5M4.95%+2,20313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP391,676$17.6M0.02%+4,69413F-HRTimelineGroup
Pacer Advisors, Inc.382,841$17.2M0.05%+8,05613F-HR/ATimeline
HHM Wealth Advisors, LLC380,206$17.1M1.97%-378,77413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC374,214$16.8M<0.01%-52,43013F-HR/ATimelineGroup
MML INVESTORS SERVICES, LLC349,901$15.7M0.04%-191,13213F-HRTimeline
Steward Partners Investment Advisory, L…287,374$12.9M0.07%-3,96713F-HRTimeline
HighTower Advisors, LLC248,207$11.1M0.01%-6,04913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…245,704$11.1M0.02%-116,59713F-HRTimeline
Cornerstone Wealth Management, LLC245,146$11M0.55%+15,84813F-HRTimeline
Procyon Advisors, LLC232,785$10.4M0.51%-3,24113F-HRTimeline
Fearless Solutions, LLC dba Best Invest227,341$10.2M6.16%-5,21113F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.180,235$8.09M0.91%-30,14213F-HRTimeline
Long Island Wealth Management, Inc.175,968$7.9M3.66%-5,55113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC166,757$7.48M<0.01%+97,34013F-HRTimelineGroup
PSI Advisors, LLC164,120$7.36M1.76%-6,42113F-HRTimeline
NewEdge Advisors, LLC163,410$7.33M0.03%-34,33813F-HR/ATimeline
Independent Advisor Alliance161,098$7.23M0.08%+139,36313F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV125,494$5.63M0.29%+7,34213F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP124,500$5.59M<0.01%-463,60013F-HRTimelineGroup
Janney Montgomery Scott LLC117,925$5.29M0.01%-331,72113F-HRTimeline
Mariner, LLCin group Mariner, LLC109,901$4.93M0.01%-77,18313F-HRTimelineGroup
Econ Financial Services Corp109,421$4.91M2.28%+19,33513F-HRTimeline
Carter Financial Group, INC.106,008$4.76M2.94%-49013F-HRTimeline
Clarus Wealth Advisors102,832$4.67M1.99%-3,24713F-HRTimeline
Private Advisor Group, LLC103,242$4.63M0.02%-4,39313F-HRTimeline
Family Manage LLC101,275$4.54M0.54%-38,60413F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …100,111$4.49M0.05%-3,92613F-HRTimelineGroup
FLOW TRADERS U.S. LLC96,266$4.32M0.14%+65,44913F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding95,725$4.3M-21,798Timeline
Sanctuary Advisors, LLC94,346$4.23M0.02%-20,96013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.95,041$4.22M0.03%-10,24813F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC90,556$4.06M<0.01%+30,81713F-HRTimelineGroup
Keystone Financial Services, LLC83,368$3.74M2.52%+1,14813F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/82,017$3.68M<0.01%+3,28113F-HRTimelineGroup
Summit Financial, LLC80,749$3.62M0.05%-7,96413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC78,854$3.54M0.08%+3,50413F-HR/ATimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …78,790$3.54M0.07%+5,17113F-HRTimelineGroup
&PARTNERS75,457$3.37M0.02%-53,25713F-HRTimeline
J.W. COLE ADVISORS, INC.74,515$3.34M0.11%-13,42613F-HRTimeline
Inlight Wealth Management, LLC73,787$3.31M1.23%-4,21813F-HRTimeline
Clay Northam Wealth Management, LLC71,820$3.22M1.81%-2,42513F-HRTimeline
Atlas Wealth LLC70,562$3.17M0.95%-71013F-HR/ATimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…68,439$3.07M0.09%-13,86613F-HR/ATimelineGroup
Cassady Wealth & Retirement Planning, L…59,964$2.88M1.49%+12,08313F-HRTimeline
HRT FINANCIAL LP63,896$2.87M0.01%new13F-HRTimeline
Investor's Fiduciary Advisor Network, L…62,869$2.82M0.86%+60013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…62,175$2.79M0.03%-4,03513F-HRTimelineGroup
VERUS CAPITAL PARTNERS, LLC62,155$2.79M0.19%-2,15713F-HRTimeline
Anson Capital, Inc.62,004$2.78M1.9%+1,33513F-HRTimeline
Ellis Investment Partners, LLC58,357$2.62M0.45%-3,19913F-HRTimeline
U.S. Capital Wealth Advisors, LLC58,106$2.61M0.07%+9,33213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS57,660$2.59M<0.01%-3,72413F-HRTimeline
Ausdal Financial Partners, Inc.56,963$2.56M0.11%-41,24013F-HRTimeline
COZAD ASSET MANAGEMENT INC54,869$2.46M0.19%-11,60113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…53,583$2.4M<0.01%+40,22613F-HRTimelineGroup
Gotham Asset Management, LLC52,120$2.34M0.01%+6,03113F-HRTimeline
BARRETT & COMPANY, INC.51,928$2.33M0.8%+40913F-HRTimeline
Premier Path Wealth Partners, LLC49,439$2.22M0.29%-7,06813F-HRTimeline
ETF Store, Inc.48,255$2.17M2.11%+2,03713F-HRTimeline
First PREMIER Bank47,965$2.15M0.5%-1,53513F-HRTimeline
Prospera Financial Services Inc47,834$2.15M0.03%-1,05913F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC47,245$2.12M0.28%+13,03113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP46,530$2.09M<0.01%-5,24713F-HRTimelineGroup
IHT Wealth Management, LLC45,916$2.06M0.05%-8,88813F-HRTimeline
DAVENPORT & Co LLC45,397$2.04M0.01%-1,96513F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC45,221$2.03M0.99%-70713F-HRTimeline
Geneos Wealth Management Inc.45,181$2.03M0.05%-6,87913F-HRTimeline
BCS Wealth Management45,101$2.02M0.41%-52,57913F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC42,795$1.92M0.02%-64813F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC42,748$1.92M0.01%-15,67313F-HRTimeline
Visionary Wealth Advisors42,533$1.91M0.08%+1,02713F-HRTimeline
BLAIR WILLIAM & CO/IL42,262$1.9M0.01%+19,85313F-HRTimeline
Claro Advisors Inc.41,427$1.86M0.22%-70813F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd40,159$1.8M0.03%+28,22913F-HRTimelineGroup
NORTHBRIDGE FINANCIAL GROUP, LLC38,557$1.78M0.77%-1,03413F-HRTimeline
Chicago Partners Investment Group LLC36,660$1.77M0.04%-3,00513F-HRTimeline
WNY Asset Management, LLC38,566$1.73M0.18%13F-HRTimeline
Integrated Wealth Concepts LLC38,423$1.72M0.01%+40313F-HRTimeline
Copia Wealth Management37,860$1.7M1.17%-14,11113F-HRTimeline
Smart Portfolios, LLC37,671$1.69M1.69%+78913F-HRTimeline
Bedel Financial Consulting, Inc.37,429$1.68M0.19%-86113F-HRTimeline
Commerce Advisors, LLC37,218$1.67M1.4%13F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC37,097$1.66M0.35%-7,87413F-HRTimeline
Moors & Cabot, Inc.37,021$1.66M0.07%-1,97013F-HRTimeline
Certified Advisory Corp36,723$1.65M0.15%-46,12313F-HRTimeline
JBR Co Financial Management Inc35,987$1.6M0.67%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…35,103$1.58M0.05%-29313F-HRTimelineGroup
Endowment Wealth Management, Inc.35,097$1.57M0.7%+3,39713F-HRTimeline
Forefront Wealth Partners, LLC33,631$1.51M0.63%+4,36513F-HRTimeline
Kingsview Wealth Management, LLC33,050$1.48M0.02%-3,53413F-HRTimeline
Firestone Capital Management32,166$1.44M0.3%-4,09313F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC30,677$1.38M0.2%-8,49913F-HRTimeline
Western Wealth Management, LLC28,766$1.29M0.05%-5,90713F-HR/ATimeline
LAUREL OAK WEALTH MANAGEMENT, LLC28,565$1.28M0.22%-7,66113F-HRTimeline
HARBOUR INVESTMENTS, INC.28,411$1.27M0.02%-99513F-HRTimeline
Modern Wealth Management, LLC27,771$1.25M0.02%-249,22113F-HRTimeline
Valmark Advisers, Inc.26,992$1.21M0.01%+4,77513F-HRTimeline
KPP Advisory Services LLC26,895$1.21M0.18%-10,21413F-HRTimeline
Lodestone Wealth Management LLC26,245$1.18M0.47%+1,28513F-HR/ATimeline
Inscription Capital, LLC26,113$1.17M0.12%+13813F-HRTimeline
PFG Advisors26,106$1.17M0.06%-12,71013F-HRTimeline
Signature Equity Partners, LLC26,074$1.17M0.63%-5,25513F-HRTimeline
MONEY CONCEPTS CAPITAL CORP25,606$1.15M0.06%+20,60113F-HRTimeline
MONEYWISE, INC.25,508$1.14M0.5%-5,57413F-HRTimeline
HighPoint Advisor Group LLC25,045$1.12M0.05%+2,74713F-HRTimeline
Evolution Wealth Advisors, LLC24,817$1.11M0.11%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC24,219$1.09M0.02%+2,48713F-HRTimelineGroup
Cushing Capital Partners, LLC24,023$1.08M0.83%+14413F-HRTimeline
Wealth Group Ltd23,177$1.04M0.24%-7,67413F-HRTimeline
IFP Advisors, Inc23,036$1.03M0.02%-1,18213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV22,887$1.03M<0.01%+8,85713F-HRTimeline
CMC Financial Group22,882$1.03M2.08%+2,37413F-HRTimeline
Sigma Planning Corp22,291$1M0.03%-21,12513F-HRTimeline
Perigon Wealth Management, LLC21,388$960K0.02%+68813F-HRTimeline
Plan Group Financial, LLC21,242$953K0.22%-9,06313F-HRTimeline
Pacific Wealth Strategies Group, Inc.20,829$935K0.58%new13F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC20,792$933K0.07%-1,52013F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC20,764$932K0.12%+32313F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…20,241$908K0.02%-2,34013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC20,187$906K<0.01%+15,46313F-HRTimelineGroup
Advisory Services Network, LLC20,016$898K0.01%-5,41213F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT19,668$883K0.1%-1,19413F-HRTimeline
Goldstone Financial Group, LLC19,193$861K0.09%-2,19413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/18,992$852K<0.01%+55813F-HRTimelineGroup
Glen Eagle Advisors, LLC18,618$835K0.12%-2,71613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC17,864$802K0.02%-1,95113F-HRTimelineGroup
Garden State Investment Advisory Servic…17,852$801K0.19%-1,99013F-HRTimeline
Z3 Capital Partners, LLC17,638$791K0.2%-1,58313F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC17,533$787K0.2%-29313F-HRTimeline
Beacon Pointe Advisors, LLC17,439$783K<0.01%-1,36813F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC17,394$780K0.5%+1713F-HRTimeline
Ashton Thomas Private Wealth, LLC17,363$779K0.02%-51913F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…16,769$752K<0.01%+14,33713F-HRTimelineGroup
First Heartland Consultants, Inc.16,721$750K0.06%+20413F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…16,567$743K0.02%-21,59013F-HRTimelineGroup
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…16,519$741K0.06%+7,88413F-HRTimelineGroup
E&G Advisors, LLC16,400$736K0.16%+713F-HRTimeline
MAI Capital Management16,055$720K<0.01%-62913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP15,449$713K<0.01%-6,02613F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…15,614$702K0.05%-53213F-HRTimeline
City Center Advisors, LLC15,571$699K0.65%+47513F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …15,177$681K0.01%+63813F-HRTimelineGroup
Allworth Financial LP15,127$679K<0.01%-1,65513F-HRTimeline
BlueChip Wealth Advisors LLC15,921$668K0.29%-6,39813F-HRTimeline
Paragon Private Wealth Management, LLC14,587$655K0.2%-59913F-HRTimeline
Millstone Evans Group, LLC14,532$652K0.39%-9313F-HRTimeline
CARLSON FINANCIAL, INC.14,178$636K0.38%-7,14913F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers13,836$621K<0.01%new13F-HRTimelineGroup
Belpointe Asset Management LLC13,398$601K0.02%-1,25913F-HRTimeline
Glass Jacobson Investment Advisors llc13,397$601K0.21%+18413F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC13,392$601K<0.01%013F-HRTimelineGroup
Unified Investment Management13,304$597K0.61%+58313F-HRTimeline
HB Wealth Management, LLC13,202$592K<0.01%new13F-HRTimeline
BigSur Wealth Management LLC13,100$588K0.16%-1,34313F-HRTimeline
HAZLETT, BURT & WATSON, INC.12,818$581K0.18%-1713F-HRTimeline
Key Financial Inc12,897$579K0.1%+2,58013F-HRTimeline
INTEGRITY ALLIANCE, LLC.12,896$579K0.02%-55,60013F-HRTimeline
Snowden Capital Advisors LLC12,813$575K0.02%013F-HRTimeline
EP Wealth Advisors, LLC12,466$559K<0.01%+2,39113F-HRTimeline
Savvy Advisors, Inc.11,551$518K0.01%-56813F-HRTimeline
Clear Creek Financial Management, LLC11,370$510K0.04%+48313F-HRTimeline
Merit Financial Group, LLC10,775$483K<0.01%+4,17413F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC10,754$482K0.03%+3913F-HRTimeline
Spectrum Strategic Capital Management, …10,718$481K0.26%+41513F-HRTimeline
CENTAURUS FINANCIAL, INC.10,573$474K0.02%-66,49013F-HRTimeline
Patriot Financial Group Insurance Agenc…10,500$471K0.03%+5,15013F-HRTimeline
Sloy Dahl & Holst, LLC10,430$468K0.06%013F-HRTimeline
NewEdge Wealth, LLC10,395$466K0.01%-1,90513F-HRTimeline
Oder Investment Management, LLC10,156$456K0.35%+67213F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC10,100$453K0.14%-48913F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC10,011$449K0.01%013F-HRTimeline
Total Clarity Wealth Management, Inc.9,991$448K0.11%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC9,878$443K<0.01%+90213F-HRTimelineGroup
MGO ONE SEVEN LLC9,735$437K0.01%-51613F-HRTimeline
Commonwealth Financial Services, LLC9,509$427K0.07%-44713F-HRTimeline
Tripletail Wealth Management, LLC9,445$426K0.58%-2,64113F-HRTimeline
Nautilus Advisors LLC9,479$425K0.29%-1,10713F-HRTimeline
Capital Advisors, Ltd. LLC9,453$424K0.05%-1,85413F-HRTimeline
Sankala Group LLC9,554$424K0.35%+18513F-HRTimeline
National Wealth Management Group, LLC9,237$414K0.15%-3813F-HRTimeline