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Disclosery

CALI BLACKROCK ETF TRUST II

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ETF (fund)

92 managers (92 13F filers) reported a position in CALI shares at 2026-03-31, 2,191,337 shares in all. 21 filers opened a position and 8 filers sold out during the quarter.

Managers
92
13F filers
92
New
21
Added
39
Reduced
15
Sold out
8
Shares held by filers
2,191,337

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
LPL Financial LLC244,383$12.3M<0.01%+71,62513F-HRTimeline
Elmwood Wealth Management, Inc.211,929$10.7M2.96%+47,67113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…141,621$7.13M0.02%+6,63613F-HRTimeline
DeLarme Wealth Management, Inc.89,165$4.5M2.9%+19,21113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC89,159$4.5M<0.01%new13F-HRTimelineGroup
NDWM LLC83,830$4.23M2.74%+18,77913F-HRTimeline
Composition Wealth, LLC80,746$4.07M0.06%+53,65613F-HRTimeline
SWEENEY & MICHEL, LLC66,910$3.37M0.99%+12,38913F-HRTimeline
Apella Capital, LLC60,738$3.07M0.05%new13F-HRTimeline
FIRST AMERICAN TRUST, FSB59,567$3M0.2%+19,58413F-HRTimeline
Integrated Wealth Concepts LLC52,907$2.67M0.02%new13F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…50,964$2.57M0.04%-19,58513F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC35,194$1.77M0.06%-7,89113F-HRTimeline
Mariner, LLCin group Mariner, LLC34,008$1.72M<0.01%-41813F-HRTimelineGroup
Cambridge Investment Research Advisors,…33,242$1.68M<0.01%new13F-HRTimeline
Pasadena Private Wealth, LLC32,350$1.63M0.23%new13F-HRTimeline
HighTower Advisors, LLC31,958$1.61M<0.01%-27613F-HRTimeline
Savvy Advisors, Inc.31,719$1.6M0.04%-59313F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC30,763$1.55M0.24%-17,32213F-HRTimeline
McIlrath & Eck, LLC27,557$1.39M0.1%new13F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…26,239$1.32M0.03%013F-HRTimelineGroup
Perigon Wealth Management, LLC24,300$1.23M0.02%013F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC24,000$1.21M0.09%+5,00013F-HRTimeline
TriaGen Wealth Management LLC22,949$1.16M0.32%+7,78313F-HRTimeline
Atlas Private Wealth Advisors21,985$1.11M0.26%+11,30913F-HRTimeline
KWB Wealth21,339$1.08M0.11%013F-HRTimeline
WESPAC Advisors SoCal, LLC20,696$1.04M0.22%-3,52213F-HRTimeline
Shared Vision Wealth Group LLC20,687$1.04M0.43%+6,89413F-HRTimeline
MEMBERS WEALTH LLC19,872$1M0.6%+97113F-HRTimeline
Perennial Investment Advisors, LLC19,575$987K0.08%+7,02113F-HRTimeline
Valmark Advisers, Inc.19,390$978K0.01%+4,51813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.18,907$953K<0.01%+12,71113F-HRTimelineGroup
FLC Capital Advisors17,912$903K0.16%+8,54413F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…16,000$807K0.04%+40013F-HRTimeline
Ariadne Wealth Management, LP15,924$803K0.36%-112,25213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC15,690$791K<0.01%+9,07413F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC15,302$772K<0.01%new13F-HRTimelineGroup
Mutual Advisors, LLC15,084$761K0.02%+10,08413F-HRTimeline
M. Kulyk & Associates, LLC14,926$753K0.14%new13F-HRTimeline
Richard P Slaughter Associates Inc14,715$742K0.16%+1,57613F-HRTimeline
Independent Advisor Alliance14,200$716K0.01%new13F-HRTimeline
Meridian Wealth Management, LLC14,000$706K0.03%013F-HRTimeline
Sound Portfolio Advisors, LLC12,705$641K0.52%+8013F-HRTimeline
Diversified Portfolios, Inc.11,034$556K0.05%-1,44113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV10,450$527K<0.01%013F-HRTimeline
V2 Financial group LLC9,890$499K0.23%new13F-HRTimeline
BAILARD, INC.9,775$493K0.01%013F-HRTimeline
Weaver Consulting Group9,500$479K0.11%+1,00013F-HRTimeline
Creative Planningin group Creative Planning9,328$470K<0.01%new13F-HRTimelineGroup
Capital Advantage, Inc.9,313$470K0.06%013F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC9,137$461K0.28%013F-HRTimeline
RWA WEALTH PARTNERS, LLC8,946$451K<0.01%-15813F-HRTimeline
NewEdge Advisors, LLC8,762$442K<0.01%+8213F-HR/ATimeline
Bell Investment Advisors, Inc8,701$439K0.07%+3113F-HRTimeline
Sowell Financial Services LLC8,381$423K0.02%+4,40513F-HRTimeline
Selby Wealth Management, LLC8,294$418K0.16%+113F-HRTimeline
Client First Capital LLC8,277$417K0.18%-6,69713F-HRTimeline
Tortuga Wealth Management, Inc8,142$411K0.38%new13F-HRTimeline
Cetera Investment Advisers7,973$402K<0.01%+98213F-HRTimeline
Bristlecone Value Partners, LLC7,807$394K0.35%new13F-HRTimeline
HUB Investment Partners, LLC7,165$361K0.01%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC7,016$354K<0.01%+1,00213F-HRTimeline
Stone Summit Wealth LLC6,917$349K0.1%+1,08313F-HRTimeline
EHRLICH FINANCIAL GROUP6,907$348K0.2%013F-HRTimeline
3 FACTOR INDEXING, LLC6,888$347K0.33%13F-HRTimeline
Farther Finance Advisors, LLC6,810$343K<0.01%+2,47413F-HRTimeline
Chatterton & Associates Inc.6,670$336K0.24%+2,43913F-HRTimeline
OLD MISSION CAPITAL LLC6,148$310K0.01%new13F-HRTimeline
GRAYBILL WEALTH MANAGEMENT, LTD.6,000$303K0.09%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…6,000$303K<0.01%-4,00013F-HRTimelineGroup
Integrated Advisors Network LLC5,946$300K0.02%013F-HRTimeline
NWF Advisory Services Inc.5,358$270K0.03%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,913$248K<0.01%new13F-HRTimelineGroup
GC Wealth Management RIA, LLC4,789$242K0.01%+48513F-HRTimeline
Peak Financial Management, Inc.4,400$222K0.06%013F-HRTimeline
HRT FINANCIAL LP4,212$212K<0.01%new13F-HRTimeline
RIVER'S EDGE WEALTH MANAGEMENT, LLC4,128$209K0.2%+1713F-HRTimeline
Bridgewater Advisors Inc.4,004$202K0.01%-57313F-HRTimeline
GAMMA Investing LLC3,870$195K0.01%new13F-HRTimeline
UNION SAVINGS BANK2,954$149K0.07%-3,97713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,500$126K<0.01%013F-HRTimelineGroup
Cheviot Value Management, LLC1,750$88.3K0.01%013F-HRTimeline
Allworth Financial LP1,560$78.7K<0.01%+98613F-HRTimeline
Smartleaf Asset Management LLC1,426$71.9K<0.01%+32413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,333$67.2K<0.01%-91613F-HR/ATimelineGroup
Sunrise Financial Services, LLC1,050$53K0.04%+5013F-HRTimeline
Strategic Wealth Partners, Ltd.990$49.9K<0.01%+49413F-HRTimeline
BALLAST ADVISORS LLC485$24.5K0.01%new13F-HR/ATimeline
Advisory Services Network, LLC297$15K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG18$908<0.01%+1713F-HRTimelineGroup
Aptus Capital Advisors, LLC16$807<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$21<0.01%013F-HR/ATimelineGroupAmount filed as zero, left out of ratios.