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Disclosery

CMF ISHARES TR

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CALIF MUN BD ETF (fund)

350 managers (354 13F filers) reported a position in CMF shares at 2026-06-30, 53,908,395 shares in all. 32 filers opened a position and 24 filers sold out during the quarter.

Managers
350
13F filers
354
New
32
Added
165
Reduced
87
Sold out
24
Shares held by filers
53,908,395

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
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co9,795,528$565M0.08%+1,298,72013F-HRTimelineGroup
Wealthfront Advisers LLC7,276,324$419M0.81%+1,076,60313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,975,540$114M0.01%+138,66613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,936,419$112M0.01%+63,69613F-HRTimelineGroup
Facet Wealth, Inc.1,750,409$101M1.45%+169,33513F-HRTimeline
FMR LLCin group FMR LLC1,742,213$100M<0.01%-64,81613F-HRTimelineGroup
EP Wealth Advisors, LLC1,691,400$97.5M0.37%+510,50113F-HRTimeline
SYON CAPITAL LLC1,395,697$80.4M3.51%+43,56913F-HRTimeline
LPL Financial LLC1,310,854$75.6M0.02%+163,26113F-HRTimeline
BAILARD, INC.1,213,415$69.9M1.42%-21,19113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,118,263$64.5M0.02%+97,20413F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC931,425$53.7M0.06%+12,84113F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.865,882$49.9M<0.01%-16,93213F-HRTimelineGroup
TIAAgroup of 4 filers holding709,228$40.9M+16,494Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO690,685$39.8M<0.01%+8,89113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN667,037$38.4M0.01%+9,57313F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV624,565$36M0.04%-32,60613F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA510,220$29.4M<0.01%+38,58213F-HRTimelineGroup
UBS Group AGin group UBS Group AG503,444$29M<0.01%-28,43113F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC477,670$27.5M0.18%+81,66013F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding475,586$27.4M+46,036Timeline
ASSETMARK, INCin group ASSETMARK, INC436,085$25.1M0.04%+44,35213F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC390,584$22.5M0.03%+59,51413F-HRTimelineGroup
West Wealth Group, LLC384,830$22.2M3.63%+53,02413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS378,084$21.8M0.03%+21,65313F-HRTimeline
Cetera Investment Advisers360,260$20.8M0.02%-8,24813F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO327,187$18.9M0.02%+18,27513F-HRTimelineGroup
Manhattan West Asset Management, LLC325,296$18.8M3.13%-72,47913F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS318,941$18.4M0.66%-37,79113F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC314,017$18.1M0.17%+1,47113F-HRTimeline
ALLIANCEBERNSTEIN L.P.315,476$17.9M0.01%-50,86313F-HRTimeline
Affinity Capital Advisors, LLC293,212$16.9M2.09%-2413F-HRTimeline
Orin Green Financial, LLC284,860$16.4M6.06%-2,30413F-HRTimeline
Creative Planningin group Creative Planning273,154$15.7M0.01%-4,26413F-HRTimelineGroup
Rinkey Investments266,511$15.4M3.62%+7,54813F-HRTimeline
Betterment LLC253,502$14.6M0.02%+11,44513F-HRTimeline
Slow Capital, Inc.252,501$14.6M1.7%-25,79113F-HRTimeline
MYECFO, LLC241,609$13.9M5.26%-20,93313F-HRTimeline
RiverFront Investment Group, LLC241,434$13.9M0.18%-3,12013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC236,001$13.7M<0.01%-7,49313F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…212,056$12.2M0.01%+5,94113F-HRTimelineGroup
Pure Financial Advisors, LLC209,603$12.1M0.15%+13,96813F-HRTimeline
Apella Capital, LLC204,693$11.8M0.17%-7,81713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.203,745$11.7M0.01%+149,88113F-HRTimelineGroup
Navalign, LLC202,036$11.6M2.71%+1,14213F-HRTimeline
Brio Consultants, LLC200,419$11.6M1.35%+3,29213F-HRTimeline
Atlas Legacy Advisors, LLC198,228$11.4M1.69%-3413F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC195,345$11.3M0.15%+3,31613F-HRTimeline
Steward Partners Investment Advisory, L…194,046$11.2M0.06%-164,74413F-HRTimeline
Beacon Pointe Advisors, LLC192,748$11.1M0.05%-218,91013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP185,277$10.7M<0.01%+22,51613F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC174,620$10.1M0.16%new13F-HRTimeline
Global Retirement Partners, LLC159,119$9.17M0.14%13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/153,750$8.86M<0.01%+3,06513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC145,019$8.36M<0.01%+31013F-HRTimelineGroup
Wedmont Private Capital142,052$8.15M0.22%+813F-HRTimeline
Sanctuary Advisors, LLC140,131$8.08M0.04%+10,75413F-HRTimeline
OneDigital Investment Advisors LLC134,984$7.78M0.07%+10,30213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC131,735$7.59M0.01%+5,72813F-HRTimeline
Farther Finance Advisors, LLC128,340$7.4M0.06%+31113F-HRTimeline
HighTower Advisors, LLC126,779$7.31M0.01%+13,08713F-HRTimeline
MML INVESTORS SERVICES, LLC120,754$6.96M0.01%+30,37013F-HRTimeline
Garde Capital, Inc.116,793$6.73M0.3%-1,30813F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…115,189$6.64M0.17%+28,31513F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC111,073$6.4M0.01%+92,37313F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…102,100$5.89M0.2%013F-HRTimelineGroup
FIRST AMERICAN TRUST, FSB100,682$5.8M0.35%-10,25613F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…99,938$5.76M0.15%+16,43213F-HRTimeline
Ashton Thomas Private Wealth, LLC98,953$5.7M0.12%+50,70313F-HRTimeline
Fullerton Advisors, LLC98,660$5.69M5.32%+3,62713F-HRTimeline
THRYVE WEALTH MANAGEMENT LLC97,938$5.65M3.16%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\96,380$5.56M<0.01%013F-HRTimelineGroup
Valmark Advisers, Inc.95,424$5.5M0.06%+14,75513F-HRTimeline
Client First Capital LLC92,578$5.34M2.15%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…92,420$5.32M0.02%-10,66013F-HRTimeline
NDWM LLC92,199$5.31M3.12%+1,61913F-HRTimeline
Compound Planning, Inc.86,886$5.01M0.13%-12,97513F-HRTimeline
Elmwood Wealth Management, Inc.82,736$4.77M1.19%+4,82013F-HRTimeline
Columbia Bank80,426$4.64M1.04%-1,00013F-HRTimeline
Plancorp, LLC80,435$4.61M0.11%new13F-HRTimeline
Ducere Wealth Management LLC79,139$4.56M1.37%-11,13313F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…77,466$4.47M0.01%+7,46213F-HRTimelineGroup
Prime Capital Investment Advisors, LLC75,841$4.37M0.04%+7013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP73,475$4.24M0.05%+4,00413F-HRTimeline
CHOREO, LLC73,214$4.22M0.05%-32013F-HRTimeline
Cresset Asset Management, LLC72,199$4.16M0.02%+55,17113F-HRTimeline
Sand Hill Global Advisors, LLC71,158$4.1M0.12%+1,19313F-HRTimeline
Westfuller Advisors, LLC69,572$4.01M1.46%+50813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP67,782$3.91M<0.01%+5,96213F-HRTimelineGroup
Summit Trail Advisors, LLC66,263$3.82M0.05%+54513F-HRTimeline
Integrated Wealth Concepts LLC64,217$3.7M0.02%+23,46313F-HRTimeline
EHRLICH FINANCIAL GROUP63,540$3.66M1.88%-4,99313F-HRTimeline
Heritage Wealth Management, Inc. /CA/62,383$3.6M1.79%+9,00513F-HRTimeline
One Capital Management, LLC62,540$3.56M0.1%013F-HRTimeline
SILVER OAK WEALTH ADVISORS SERVICES, LLC60,464$3.49M2.09%-6,07213F-HRTimeline
Omega Financial Group, LLC59,613$3.44M1.05%-2,69813F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC58,046$3.35M0.29%+3,51313F-HRTimeline
Warren Street Wealth Advisors, LLC56,679$3.27M0.74%+1,82013F-HRTimeline
Quantinno Capital Management LP55,094$3.18M<0.01%+9213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC54,567$3.15M<0.01%+40,78913F-HRTimelineGroup
Ballast Rock Private Wealth LLC54,216$3.12M1.44%-30,35213F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC54,179$3.12M0.01%-16,67113F-HRTimeline
Savvy Advisors, Inc.53,463$3.08M0.07%+14,59513F-HRTimeline
21 West Wealth Management LLC52,882$3.05M2.6%+2,96113F-HRTimeline
MAI Capital Management51,510$2.97M0.01%-41813F-HRTimeline
FLOW TRADERS U.S. LLC51,498$2.97M0.12%new13F-HRTimeline
Seek First Inc.50,270$2.9M1.83%new13F-HRTimeline
WHITTIER TRUST CO49,893$2.87M0.03%-4,54413F-HRTimeline
Traveka Wealth, LLC49,410$2.85M0.95%-27813F-HRTimeline
WealthCollab, LLC48,590$2.8M1.01%+2,21413F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …47,697$2.75M0.01%+9,16313F-HRTimelineGroup
Westside Investment Management, Inc.45,012$2.59M0.34%+2,09713F-HRTimeline
Empirical Financial Services, LLC d.b.a…44,178$2.55M0.04%+8,96813F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/44,080$2.54M0.4%+1,30013F-HRTimeline
DeDora Capital, Inc.43,535$2.51M0.55%-5,50713F-HRTimeline
Vise Technologies, Inc.43,415$2.5M0.03%+9,39913F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS43,000$2.48M<0.01%+42,96213F-HRTimelineGroup
Merit Financial Group, LLC41,778$2.41M0.01%+213F-HR/ATimeline
EVOLVE PRIVATE WEALTH, LLC41,710$2.4M0.15%+2,61313F-HRTimeline
SteelPeak Wealth, LLC40,675$2.34M0.06%-4,47513F-HRTimeline
Perennial Investment Advisors, LLC39,921$2.3M0.15%+10,66013F-HRTimeline
Private Advisor Group, LLC39,454$2.27M0.01%new13F-HRTimeline
BANK OF STOCKTON37,492$2.16M0.61%-2,04513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…36,357$2.1M<0.01%+3,28613F-HRTimelineGroup
CONQUIS FINANCIAL LLC36,048$2.08M1.68%-24113F-HRTimeline
Bell Investment Advisors, Inc35,953$2.07M0.3%+2,19013F-HRTimeline
WEDBUSH SECURITIES INC35,010$2.02M0.05%+1,71113F-HRTimeline
Engineers Gate Manager LP33,986$1.96M0.03%new13F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC33,824$1.95M0.03%013F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…32,871$1.89M0.1%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC32,001$1.84M<0.01%-8,76013F-HRTimelineGroup
SimpliFi, Inc.31,914$1.84M0.73%-92813F-HRTimeline
Clark Asset Management, LLC31,230$1.8M0.14%+3,61313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP31,204$1.8M<0.01%+3,60913F-HR/ATimelineGroup
FIDUCIARY FINANCIAL GROUP, LLC30,381$1.75M0.2%+4,66413F-HRTimeline
Hennion & Walsh Asset Management, Inc.28,542$1.65M0.05%+1,81913F-HRTimeline
Curtis Advisory Group, LLC28,354$1.63M0.32%+86713F-HRTimeline
Maloon Powers Pitre Higgins & Dennehy, …27,501$1.59M0.54%13F-HRTimeline
Destination Wealth Management27,221$1.57M0.04%-18,26213F-HRTimeline
Towerpoint Wealth, LLC27,221$1.57M0.55%+21813F-HRTimeline
APS Management Group, Inc.26,391$1.52M1.17%+5,17513F-HRTimeline
DAVIDSON INVESTMENT ADVISORS25,689$1.48M0.06%+2,52113F-HRTimeline
Creative Capital Management Investments…25,547$1.47M0.34%013F-HRTimeline
Spinnaker Investment Group, LLC25,279$1.46M0.23%+8,12713F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers23,747$1.37M<0.01%+11,61013F-HRTimelineGroup
Smartleaf Asset Management LLC23,531$1.36M0.04%013F-HRTimeline
Wealthspire Advisors, LLC23,277$1.34M0.01%+313F-HRTimeline
Parallel Advisors, LLC22,722$1.31M0.02%-2,96113F-HRTimeline
Keystone Global Partners, LLC22,532$1.3M0.49%-57113F-HRTimeline
WealthPlan Investment Management, LLC22,362$1.29M0.06%-68713F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…22,185$1.28M0.01%-77513F-HRTimelineGroup
IFC Advisors LLC22,093$1.27M0.16%+4,22413F-HRTimeline
Impact Investors, Inc22,060$1.27M0.93%+1,99513F-HRTimeline
McNaughton Wealth Management, LLC21,425$1.23M0.44%-1,88613F-HRTimeline
Allworth Financial LP21,409$1.23M0.01%-25213F-HRTimeline
HCR Wealth Advisors20,901$1.2M0.11%-1,16013F-HRTimeline
Precision Wealth Strategies, LLC20,897$1.2M0.36%new13F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC20,877$1.2M<0.01%-35113F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …20,707$1.19M0.02%+1,29313F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…20,789$1.19M<0.01%+3,10013F-HRTimeline
Johnson Bixby & Associates, LLC20,582$1.19M0.13%013F-HRTimeline
Portfolio Design Labs, LLC20,514$1.18M0.19%+6,53913F-HRTimeline
IEQ CAPITAL, LLC19,886$1.15M0.01%-13,65613F-HRTimeline
Cambridge Investment Research Advisors,…19,706$1.14M<0.01%+7,86313F-HR/ATimeline
Tillman Hartley LLC19,126$1.1M0.25%013F-HRTimeline
Vilga Financial Planning LLC18,626$1.07M0.81%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC18,494$1.07M<0.01%-1,50113F-HRTimelineGroup
Diversified Portfolios, Inc.18,201$1.05M0.08%+4,06113F-HRTimeline
NewEdge Advisors, LLC18,087$1.04M<0.01%-14,29213F-HRTimeline
Golden State Wealth Management, LLC17,906$1.03M0.09%+16,15113F-HRTimeline
Roof Eidam Maycock Peralta, LLC17,867$1.03M0.2%013F-HRTimeline
Values Added Financial LLC17,627$1.02M0.37%+2,84013F-HRTimeline
True Link Financial Advisors, LLC17,154$989K0.06%+5,54413F-HR/ATimeline
FF Advisors,LLC17,117$987K0.37%new13F-HRTimeline
LM Advisors LLC16,872$973K0.11%+15,91313F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…16,766$966K0.02%013F-HRTimelineGroup
INSTRUMENTAL WEALTH, LLC16,276$938K0.47%+2,66213F-HRTimeline
LifeWealth Investments, LLC15,806$911K0.24%013F-HRTimeline
Argyle Capital Partners, LLC15,801$911K0.57%-8713F-HRTimeline
Greykasell Wealth Strategies, Inc.15,232$878K0.32%013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC15,220$877K0.01%+52113F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources14,980$863K<0.01%013F-HRTimelineGroup
NWF Advisory Services Inc.14,784$852K0.08%-1,17613F-HRTimeline
Shira Ridge Wealth Management14,749$850K0.3%+30113F-HRTimeline
ATLAS CAPITAL ADVISORS INC.14,732$849K0.09%+1,04413F-HR/ATimeline
HUB Investment Partners, LLC14,682$846K0.02%+3,16813F-HRTimeline
GC Wealth Management RIA, LLC14,650$844K0.05%+2,57113F-HRTimeline
FLC Capital Advisors14,553$839K0.14%+4,24913F-HRTimeline
WRAPMANAGER INC14,125$814K0.25%new13F-HRTimeline
Two West Capital Advisors LLC14,212$811K0.4%013F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…13,975$806K0.17%+4,31013F-HRTimeline
Savant Capital, LLC13,954$799K<0.01%+5,02313F-HRTimeline
Boltwood Capital Management13,505$778K0.18%+1,09013F-HRTimeline
SmartHarvest Portfolios, LLC13,124$756K0.24%+2,25613F-HRTimeline
WESPAC Advisors SoCal, LLC13,093$755K0.14%-15,88213F-HRTimeline
Integrated Advisors Network LLC12,930$745K0.03%-61,52913F-HRTimeline
Arax Advisory Partners12,669$730K<0.01%+4,91213F-HRTimeline
Climber Capital SA12,660$727K0.44%013F-HRTimeline
Aspen Investment Management Inc12,410$715K0.19%013F-HRTimeline
FORONJY FINANCIAL LLC12,404$715K0.26%-15,88113F-HRTimeline