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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
Lido Advisors, LLCin group Lido Advisors, LLC12,225$705K<0.01%+113F-HRTimelineGroup
Crestwood Advisors Group, LLC12,154$701K0.01%+2,07113F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC12,144$700K0.08%+9113F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC12,106$698K<0.01%+2913F-HRTimelineGroup
Modern Wealth Management, LLC11,998$692K0.01%+3113F-HRTimeline
BRASADA CAPITAL MANAGEMENT, LP11,961$689K0.12%-8913F-HR/ATimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …11,850$683K0.01%013F-HRTimelineGroup
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC11,807$681K0.37%013F-HRTimeline
Dynamic Advisor Solutions LLC11,723$676K0.02%+46813F-HRTimeline
CV Advisors LLC11,300$650K0.12%013F-HRTimeline
Fisher Asset Management, LLC11,093$639K<0.01%+5,02713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\11,031$636K<0.01%+8,62513F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management10,682$616K0.01%new13F-HRTimelineGroup
Life Planning Partners, Inc10,644$614K0.46%+2,30713F-HRTimeline
Composition Wealth, LLC10,596$611K0.01%+1,72713F-HRTimeline
Trace Wealth Advisors, LLC10,452$602K0.39%013F-HRTimeline
Williams & Novak, LLC10,346$596K0.4%-4,47013F-HRTimeline
RVW Wealth, LLC10,236$590K0.04%-1,66113F-HRTimeline
Investment Advisory Group, LLC10,175$586K0.13%-1,22513F-HRTimeline
January Capital Advisors LLC10,027$578K0.48%-2113F-HRTimeline
Neumann Capital Management, LLC9,900$571K0.38%013F-HRTimeline
Pacific Capital Wealth Advisors, Inc.9,828$566K0.09%013F-HRTimeline
Nautilus Advisors LLC9,850$565K0.33%+2,00013F-HRTimeline
ALTFEST L J & CO INC9,409$542K0.05%+2,03413F-HRTimeline
Elequin Capital, LP9,082$523K0.02%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.8,925$514K<0.01%+1,13313F-HRTimelineGroup
BRIGHTON JONES LLC8,817$508K0.01%013F-HRTimeline
VAQUERO PRIVATE WEALTH, LTD8,670$500K0.1%13F-HRTimeline
Chris Bulman Inc8,589$495K0.18%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC8,531$492K0.01%-2,76613F-HRTimeline
MEMBERS WEALTH LLC8,317$479K0.26%+3,13313F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC8,287$478K0.11%-9213F-HRTimeline
OLD MISSION CAPITAL LLC8,249$475K0.01%new13F-HRTimeline
Stordahl Capital Management, Inc.8,225$474K0.09%+1713F-HRTimeline
SONATA CAPITAL GROUP INC8,180$471K0.15%+1,74513F-HRTimeline
Fort Point Capital Partners LLC8,132$469K0.05%+2,38713F-HRTimeline
TME FINANCIAL, INC.8,106$467K0.29%-20113F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.8,035$463K0.11%new13F-HRTimeline
Avantax Planning Partners, Inc.7,997$461K0.01%-2,24713F-HRTimeline
M. Kulyk & Associates, LLC7,925$457K0.07%013F-HRTimeline
Meridian Wealth Management, LLC7,820$451K0.01%013F-HRTimeline
Invera Wealth Advisors, LLC7,768$448K0.24%-13613F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV7,646$441K0.05%-11213F-HRTimeline
Sowell Financial Services LLC7,644$441K0.01%+5713F-HRTimeline
WorthPointe, LLC7,599$438K0.11%new13F-HRTimeline
GoalFusion Wealth Management, LLC7,500$432K0.17%013F-HRTimeline
ASL Financial, LLC7,400$427K0.3%013F-HRTimeline
Stratos Investment Management, LLCin group Stratos Wealth Partners, LTD.7,344$423K0.02%013F-HRTimelineGroup
North Berkeley Wealth Management, LLC7,201$415K0.17%+23113F-HRTimeline
PRIVATE TRUST CO NA7,165$413K0.03%+71413F-HRTimeline
DeLarme Wealth Management, Inc.6,940$400K0.23%+46513F-HRTimeline
Chesley Taft & Associates LLC6,925$399K0.02%-45013F-HRTimeline
Summit Wealth Group, LLC6,849$395K0.08%013F-HRTimeline
RHS Financial, LLC6,753$389K0.16%-13013F-HRTimeline
Zhang Financial LLC6,580$379K0.01%013F-HRTimeline
Emergent Wealth Advisors, LLC6,499$375K0.19%013F-HRTimeline
Robertson Stephens Wealth Management, L…6,454$372K0.01%+30013F-HRTimeline
Montecito Bank & Trust6,450$372K0.06%013F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC6,400$369K0.3%-15013F-HRTimeline
Altura Wealth Advisors Inc.6,380$368K0.12%new13F-HRTimeline
Whitegate Investment Counselors, Inc.6,350$366K0.1%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.6,338$365K<0.01%+4313F-HRTimelineGroup
Trilogy Capital Inc.6,320$364K0.01%+513F-HRTimeline
Carnegie Investment Counsel6,261$361K0.01%-84913F-HRTimeline
Safeguard Investment Advisory Group, LLC6,193$357K0.08%+83013F-HRTimeline
SageView Advisory Group, LLC6,142$354K0.01%+54413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…6,112$352K<0.01%+5,76013F-HRTimelineGroup
Qube Research & Technologies Ltd6,108$352K<0.01%+5,55013F-HRTimeline
Ledyard National Bank6,000$346K0.03%013F-HRTimeline
Wise Wealth Partners5,959$343K0.58%+4113F-HRTimeline
Van Hulzen Asset Management, LLC5,935$342K0.02%+87513F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC5,893$340K0.07%-44313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV5,810$335K0.02%+1,70013F-HRTimeline
IMPACTfolio, LLC5,805$335K0.13%+14013F-HRTimeline
Falcon Wealth Planning5,675$327K0.02%-43113F-HRTimeline
VestGen Advisors, LLC5,570$321K0.01%013F-HRTimeline
Hamilton Wealth, LLC5,292$305K0.06%+81013F-HRTimeline
UNION SAVINGS BANK5,279$304K0.12%013F-HRTimeline
Apeiron RIA LLC5,220$301K0.08%013F-HRTimeline
Rose Capital Advisors LLC5,202$300K0.16%13F-HRTimeline
HB Wealth Management, LLC5,053$291K<0.01%+56213F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO4,798$288K<0.01%+60513F-HRTimeline
TLWM4,928$284K0.05%+94213F-HRTimeline
Clearstead Advisors, LLC4,754$274K<0.01%new13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP4,734$273K<0.01%+90913F-HRTimelineGroup
Wealthspire Retirement, LLC4,727$272K0.01%013F-HRTimeline
a16z Perennial Management, L.P.in group a16z Capital Management, L.L.…4,710$271K0.02%013F-HRTimelineGroup
VICUS CAPITAL4,517$260K0.02%new13F-HRTimeline
SIMON QUICK ADVISORS, LLC4,465$257K0.01%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC4,400$254K<0.01%013F-HRTimelineGroup
VIRTUE ASSET MANAGEMENT LLC4,400$254K0.18%013F-HRTimeline
Sun Group Wealth Partners4,399$254K0.17%new13F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.4,364$252K0.01%new13F-HRTimelineGroup
Elyxium Wealth, LLC4,333$250K0.03%013F-HRTimeline
Southland Equity Partners LLC4,318$249K0.04%013F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC4,194$242K0.13%new13F-HRTimeline
ROSENBLUM SILVERMAN SUTTON S F INC /CA4,185$241K0.06%new13F-HRTimeline
PFG Advisors4,126$238K0.01%+41413F-HRTimeline
Retirement Planning Group, LLC4,120$237K0.01%+3013F-HRTimeline
Tidemark, LLC4,076$235K0.05%013F-HRTimeline
Morton Capital Management LLC/CA3,956$228K0.03%+24813F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS3,944$227K0.02%013F-HRTimeline
Perigon Wealth Management, LLC3,937$227K<0.01%+4513F-HRTimeline
D.A. DAVIDSON & CO.3,867$223K<0.01%+12613F-HRTimeline
Gerald Baker Financial Group LLC3,820$220K0.06%+2713F-HRTimeline
Triumph Capital Management3,764$217K0.04%013F-HRTimeline
Sherman Asset Management, Inc.3,744$216K0.17%013F-HRTimeline
Shum Financial Group, Inc.3,706$214K0.13%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC3,688$213K0.01%-35013F-HRTimelineGroup
Financial Engines Advisors L.L.C.3,635$210K<0.01%new13F-HRTimeline
CULBERTSON A N & CO INC3,550$205K0.02%new13F-HRTimeline
Summit Financial Strategies, Inc.3,480$201K0.01%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.3,448$199K0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.3,266$188K0.01%-26113F-HRTimeline
CARDIFF PARK ADVISORS, LLC3,102$179K0.01%+2313F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.3,089$178K<0.01%-3,42113F-HRTimelineGroup
Geneos Wealth Management Inc.2,869$165K<0.01%+18513F-HRTimeline
Essential Partners LLC2,462$142K0.07%013F-HRTimeline
Continuum Advisory, LLC2,420$139K0.01%new13F-HRTimeline
Caldwell Trust Co2,150$124K0.01%013F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…1,872$108K0.01%-1313F-HRTimelineGroup
Larson Financial Group LLC1,671$96.3K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,606$92.4K0.01%-77013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC1,500$86.5K<0.01%-9313F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…1,469$84.7K<0.01%-1813F-HRTimelineGroup
RICHARDS, MERRILL & PETERSON, INC.1,350$77.8K0.02%+12513F-HRTimeline
AlphaCore Capital LLC1,316$75.9K<0.01%-29613F-HRTimeline
AdvisorNet Financial, Inc1,250$72K<0.01%013F-HRTimeline
CX Institutional1,133$65K<0.01%+813F-HRTimeline
Founders Financial Alliance, LLC1,044$60.2K0.01%+713F-HRTimeline
GAMMA Investing LLC957$55.2K<0.01%-10,14913F-HRTimeline
Ares Financial Consulting, LLC938$54K0.04%-23313F-HRTimeline
ROTHSCHILD INVESTMENT LLC750$43.2K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC704$40.6K<0.01%013F-HRTimeline
MATHER GROUP, LLC.700$40.3K<0.01%new13F-HRTimeline
Asset Planning,Inc700$40.3K0.03%013F-HRTimeline
Concord Investment Counsel Inc.681$39.3K0.01%new13F-HRTimeline
Crewe Advisors LLC580$33.4K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton518$29.9K0.01%013F-HRTimeline
BALLAST ADVISORS LLC495$28.5K0.01%+8513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…364$21K<0.01%+213F-HRTimelineGroup
KERR FINANCIAL PLANNING Corp361$20.8K0.02%+213F-HRTimeline
Biltmore Family Office, LLC247$14.2K<0.01%+213F-HRTimeline
Winthrop Capital Management, LLC242$14K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.73$4.21K<0.01%013F-HRTimeline
Signature Resources Capital Management,…60$3.46K<0.01%013F-HRTimeline
Horizon Investments, LLC44$2.52K<0.01%-4413F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC30$1.72K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC14$807<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1$86<0.01%new13F-HRTimelineGroup