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Disclosery

CALI BLACKROCK ETF TRUST II

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ETF (fund)

107 managers (107 13F filers) reported a position in CALI shares at 2026-06-30, 3,198,473 shares in all. 23 filers opened a position and 11 filers sold out during the quarter.

Managers
107
13F filers
107
New
23
Added
47
Reduced
17
Sold out
11
Shares held by filers
3,198,473

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
LPL Financial LLC345,438$17.5M<0.01%+101,05513F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…286,382$14.5M0.17%+235,41813F-HRTimelineGroup
Global Retirement Partners, LLC276,204$14M0.21%13F-HRTimeline
Elmwood Wealth Management, Inc.229,610$11.6M2.9%+17,68113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…149,618$7.55M0.01%+7,99713F-HRTimeline
FIRST AMERICAN TRUST, FSB103,845$5.25M0.32%+44,27813F-HRTimeline
DeLarme Wealth Management, Inc.96,404$4.87M2.82%+7,23913F-HRTimeline
NDWM LLC88,772$4.49M2.64%+4,94213F-HRTimeline
SWEENEY & MICHEL, LLC84,322$4.25M1.12%+17,41213F-HRTimeline
Composition Wealth, LLC66,419$3.36M0.04%-14,32713F-HRTimeline
Cambridge Investment Research Advisors,…64,912$3.28M0.01%+31,67013F-HR/ATimeline
Elequin Capital, LP64,841$3.28M0.11%new13F-HRTimeline
Integrated Wealth Concepts LLC58,359$2.95M0.01%+5,45213F-HRTimeline
BAILARD, INC.57,765$2.92M0.06%+47,99013F-HRTimeline
HUB Investment Partners, LLC48,922$2.47M0.05%+41,75713F-HRTimeline
Precision Wealth Strategies, LLC48,758$2.46M0.74%new13F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC43,010$2.17M0.31%+12,24713F-HRTimeline
Pasadena Private Wealth, LLC42,671$2.16M0.28%+10,32113F-HRTimeline
Atlas Private Wealth Advisors33,089$1.67M0.37%+11,10413F-HRTimeline
HighTower Advisors, LLC32,127$1.62M<0.01%+16913F-HRTimeline
TriaGen Wealth Management LLC31,020$1.57M0.39%+8,07113F-HRTimeline
Valmark Advisers, Inc.30,477$1.54M0.02%+11,08713F-HRTimeline
M. Kulyk & Associates, LLC30,138$1.52M0.25%+15,21213F-HRTimeline
WRAPMANAGER INC29,541$1.49M0.47%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.28,644$1.45M0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.27,478$1.39M<0.01%+8,57113F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…26,239$1.33M0.03%013F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC26,194$1.32M<0.01%+10,89213F-HRTimelineGroup
KANAWHA CAPITAL MANAGEMENT LLC26,000$1.31M0.09%+2,00013F-HRTimeline
KWB Wealth25,732$1.3M0.11%+4,39313F-HRTimeline
FLC Capital Advisors23,991$1.21M0.2%+6,07913F-HRTimeline
MEMBERS WEALTH LLC23,810$1.2M0.66%+3,93813F-HRTimeline
Kera Capital Partners, Inc.23,579$1.19M0.11%new13F-HRTimeline
Perigon Wealth Management, LLC23,050$1.16M0.02%-1,25013F-HRTimeline
Private Advisor Group, LLC21,841$1.1M0.01%new13F-HRTimeline
Perennial Investment Advisors, LLC20,929$1.06M0.07%+1,35413F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC20,700$1.05M0.02%-14,49413F-HRTimeline
Shared Vision Wealth Group LLC20,687$1.05M0.36%013F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…17,000$859K0.05%+1,00013F-HRTimeline
Mutual Advisors, LLC16,787$848K0.02%+1,70313F-HRTimeline
Diversified Portfolios, Inc.15,771$797K0.06%+4,73713F-HRTimeline
Beacon Pointe Advisors, LLC15,580$787K<0.01%new13F-HRTimeline
Tortuga Wealth Management, Inc15,149$766K0.58%+7,00713F-HRTimeline
Cetera Investment Advisers14,262$721K<0.01%+6,28913F-HRTimeline
Meridian Wealth Management, LLC14,000$707K0.02%013F-HRTimeline
Mariner, LLCin group Mariner, LLC13,360$675K<0.01%-20,64813F-HRTimelineGroup
UBS Group AGin group UBS Group AG12,996$657K<0.01%+12,97813F-HRTimelineGroup
Ariadne Wealth Management, LP12,927$653K0.29%-2,99713F-HRTimeline
Savvy Advisors, Inc.11,884$601K0.01%-19,83513F-HRTimeline
Sound Portfolio Advisors, LLC11,516$582K0.41%-1,18913F-HRTimeline
Richard P Slaughter Associates Inc11,389$576K0.11%-3,32613F-HRTimeline
Selby Wealth Management, LLC10,997$556K0.2%+2,70313F-HRTimeline
Sowell Financial Services LLC10,407$526K0.02%+2,02613F-HRTimeline
Weaver Consulting Group10,300$521K0.11%+80013F-HRTimeline
V2 Financial group LLC10,250$518K0.19%+36013F-HRTimeline
Kroeger Financial Partners10,167$514K0.5%13F-HRTimeline
WESPAC Advisors SoCal, LLC9,906$501K0.09%-10,79013F-HRTimeline
Flatrock Wealth Partners LLC9,341$472K0.19%new13F-HRTimeline
Capital Advantage, Inc.9,313$471K0.06%013F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC9,137$462K0.25%013F-HRTimeline
Bristlecone Value Partners, LLC9,132$461K0.37%+1,32513F-HRTimeline
Bell Investment Advisors, Inc8,756$443K0.06%+5513F-HRTimeline
Shum Financial Group, Inc.8,592$434K0.26%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC8,519$431K<0.01%+1,50313F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC8,514$430K0.02%new13F-HRTimeline
Apella Capital, LLC8,522$430K0.01%-52,21613F-HRTimeline
Client First Capital LLC8,355$422K0.17%+7813F-HRTimeline
RWA WEALTH PARTNERS, LLC8,153$412K<0.01%-79313F-HRTimeline
NewEdge Advisors, LLC7,959$402K<0.01%-80313F-HRTimeline
Chatterton & Associates Inc.7,973$402K0.24%+1,30313F-HRTimeline
SEEDS INVESTOR LLC7,713$390K0.04%new13F-HRTimeline
Creative Planningin group Creative Planning7,624$385K<0.01%-1,70413F-HRTimelineGroup
VANCE WEALTH, LLC7,514$380K0.09%new13F-HRTimeline
Farther Finance Advisors, LLC6,879$348K<0.01%+6913F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.6,830$345K0.09%new13F-HRTimeline
3 FACTOR INDEXING, LLC6,789$343K0.29%-9913F-HRTimeline
Compound Planning, Inc.6,435$325K0.01%new13F-HRTimeline
Shah Wealth Advisors, LLC6,380$322K0.07%13F-HRTimeline
EHRLICH FINANCIAL GROUP6,349$321K0.17%-55813F-HRTimeline
GRAYBILL WEALTH MANAGEMENT, LTD.6,000$303K0.08%013F-HRTimeline
Integrated Advisors Network LLC5,946$300K0.01%013F-HRTimeline
GC Wealth Management RIA, LLC5,923$299K0.02%+1,13413F-HRTimeline
NWF Advisory Services Inc.5,358$271K0.03%013F-HRTimeline
Savant Capital, LLC5,354$271K<0.01%new13F-HRTimeline
ABOUND FINANCIAL, LLC5,000$253K0.1%new13F-HRTimeline
Anchor Bay Capital, Inc.5,000$252K0.14%13F-HRTimeline
Meritas Wealth Management, LLC4,969$251K0.1%new13F-HRTimeline
Stone Summit Wealth LLC4,916$248K0.06%-2,00113F-HRTimeline
Betterment LLC4,758$240K<0.01%new13F-HRTimeline
Trilogy Capital Inc.4,520$228K0.01%new13F-HRTimeline
Peak Financial Management, Inc.4,400$222K0.05%013F-HRTimeline
Bridgewater Advisors Inc.4,222$212K0.01%+21813F-HRTimeline
RIVER'S EDGE WEALTH MANAGEMENT, LLC4,154$209K0.18%+2613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS4,000$202K<0.01%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC3,988$202K<0.01%-11,70213F-HRTimelineGroup
UNION SAVINGS BANK2,954$149K0.06%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,500$126K<0.01%013F-HRTimelineGroup
Sankala Group LLC2,201$111K0.07%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,750$88.4K<0.01%new13F-HRTimeline
Cheviot Value Management, LLC1,750$88.4K0.01%013F-HRTimeline
Allworth Financial LP1,560$78.8K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC1,547$78.2K<0.01%+1,53113F-HRTimeline
Smartleaf Asset Management LLC1,426$72.1K<0.01%013F-HRTimeline
WealthCollab, LLC1,291$65.2K0.02%new13F-HRTimeline
Sunrise Financial Services, LLC1,050$53.1K0.03%013F-HRTimeline
Strategic Wealth Partners, Ltd.990$50K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$43<0.01%+113F-HRTimelineGroup