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Disclosery

CMF ISHARES TR

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CALIF MUN BD ETF (fund)

312 managers (315 13F filers) reported a position in CMF shares at 2025-09-30, 41,923,206 shares in all. 26 filers opened a position and 22 filers sold out during the quarter.

Managers
312
13F filers
315
New
26
Added
137
Reduced
97
Sold out
22
Shares held by filers
41,923,206

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC9,564$546K<0.01%-12,33513F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC9,481$541K<0.01%new13F-HRTimelineGroup
Sequoia Financial Advisors, LLC9,460$540K<0.01%+38013F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC9,260$528K0.02%013F-HRTimeline
Diversified Portfolios, Inc.9,139$521K0.05%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.9,050$516K<0.01%-10013F-HRTimelineGroup
KM Capital Management Ltd.8,988$513K0.24%+6913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC8,930$509K<0.01%+4113F-HR/ATimelineGroup
BRIGHTON JONES LLC8,812$503K0.01%+5513F-HRTimeline
CERTUITY, LLC8,755$499K0.03%new13F-HRTimeline
Hamilton Wealth, LLC8,671$495K0.1%-21,74113F-HRTimeline
Life Planning Partners, Inc8,337$476K0.35%013F-HRTimeline
TME FINANCIAL, INC.8,173$466K0.35%+17413F-HRTimeline
Caliber Wealth Management, LLC / KS8,164$466K0.05%013F-HRTimeline
Nautilus Advisors LLC7,850$448K0.3%013F-HRTimeline
Meridian Wealth Management, LLC7,820$446K0.02%+90013F-HRTimeline
Chesley Taft & Associates LLC7,375$421K0.02%+32513F-HRTimeline
PRIVATE TRUST CO NA7,011$400K0.04%+42713F-HRTimeline
North Berkeley Wealth Management, LLC6,892$393K0.31%013F-HRTimeline
Sovran Advisors, LLC6,808$392K0.03%-3013F-HRTimeline
Summit Wealth Group, LLC6,849$391K0.09%+41313F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC6,820$389K0.36%-13013F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV6,760$386K0.07%013F-HRTimeline
Fort Point Capital Partners LLC6,626$378K0.05%-50313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC6,615$377K<0.01%-1,786,02413F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding6,599$376K+1,687Timeline
Golden State Wealth Management, LLC6,363$363K0.04%+1,04413F-HRTimeline
Whitegate Investment Counselors, Inc.6,350$362K0.12%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC6,288$359K0.1%+4813F-HRTimeline
Carnegie Investment Counsel6,288$359K0.01%-52413F-HRTimeline
Safeguard Investment Advisory Group, LLC6,174$352K0.09%-10,10113F-HRTimeline
ALTFEST L J & CO INC6,169$352K0.04%+95113F-HRTimeline
Trilogy Capital Inc.6,078$347K0.02%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP6,032$344K<0.01%new13F-HRTimelineGroup
Ledyard National Bank6,000$342K0.03%013F-HRTimeline
Neumann Capital Management, LLC6,000$342K0.1%new13F-HRTimeline
Cambridge Investment Research Advisors,…5,941$339K<0.01%+67513F-HRTimeline
Wise Wealth Partners5,837$333K0.51%+4113F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC5,684$324K0.11%013F-HRTimeline
Fisher Asset Management, LLC5,680$324K<0.01%+6413F-HRTimeline
HILL ISLAND FINANCIAL LLC5,621$321K0.08%new13F-HRTimeline
Werba Rubin Papier Wealth Management5,354$305K0.05%-11,16313F-HRTimeline
SageView Advisory Group, LLC5,338$304K0.01%+1,02313F-HRTimeline
Falcon Wealth Planning5,255$300K0.03%-69213F-HRTimeline
Van Hulzen Asset Management, LLC5,082$290K0.02%new13F-HRTimeline
Factor Wealth Management LTD5,044$288K0.07%013F-HRTimeline
IMPACTfolio, LLC4,972$284K0.12%+4313F-HRTimeline
GAMMA Investing LLC4,939$282K0.02%+1,24813F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC4,742$270K0.01%+14913F-HRTimeline
Emergent Wealth Advisors, LLC4,735$270K0.16%013F-HRTimeline
Wealthspire Retirement, LLC4,715$269K0.02%-16013F-HR/ATimeline
Cherry Tree Wealth Management, LLC4,658$266K0.06%-1,65313F-HRTimeline
HB Wealth Management, LLC4,491$256K<0.01%013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO4,458$254K<0.01%013F-HRTimeline
Shared Vision Wealth Group LLC4,410$254K0.11%-9713F-HRTimeline
Elyxium Wealth, LLC4,333$247K0.09%013F-HRTimeline
Southland Equity Partners LLC4,318$246K0.05%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC4,300$245K<0.01%013F-HRTimelineGroup
PFG Advisors4,280$244K0.01%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC4,213$240K<0.01%013F-HRTimeline
Sowell Financial Services LLC4,150$237K0.01%+30413F-HRTimeline
Tidemark, LLC4,076$232K0.07%+3,02613F-HRTimeline
Retirement Planning Group, LLC4,030$230K0.01%+3113F-HRTimeline
SFE Investment Counsel3,997$228K0.04%-2,10113F-HRTimeline
Stordahl Capital Management, Inc.3,976$227K0.05%+2013F-HRTimeline
Quadrant Private Wealth Management, LLC3,902$223K0.04%+3013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.3,875$221K<0.01%-4613F-HRTimelineGroup
Gateway Wealth Partners, LLC3,851$220K0.03%new13F-HRTimeline
GWN SECURITIES INC.3,817$218K0.05%+9113F-HRTimeline
Sherman Asset Management, Inc.3,744$214K0.18%013F-HRTimeline
Morton Capital Management LLC/CA3,654$208K0.03%+2813F-HRTimeline
FCA CORP /TX3,636$207K0.06%013F-HRTimeline
TLWM3,556$203K0.04%new13F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…3,550$202K0.03%new13F-HRTimelineGroup
Orion Porfolio Solutions, LLC3,518$201K<0.01%-13,21513F-HRTimeline
Qube Research & Technologies Ltd3,298$188K<0.01%-3,98513F-HRTimeline
Strategic Wealth Partners, Ltd.3,095$177K0.01%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC3,034$173K0.01%+2313F-HRTimeline
Palisade Asset Management, LLC2,700$154K0.01%-1,58113F-HRTimeline
Integrity Financial Corp /WA2,667$152K0.07%013F-HRTimeline
Essential Partners LLC2,462$140K0.05%013F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…1,976$113K0.01%013F-HRTimelineGroup
Larson Financial Group LLC1,671$95.3K<0.01%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC1,500$85.6K0.01%-14413F-HRTimelineGroup
Painted Porch Advisors LLC1,487$84.8K0.03%new13F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding1,406$80.2K-175Timeline
AdvisorNet Financial, Inc1,250$71.3K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,200$68.4K<0.01%013F-HRTimelineGroup
CX Institutional1,108$63K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,100$62.7K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC1,022$58.3K0.01%new13F-HRTimeline
Crewe Advisors LLC875$49.9K<0.01%013F-HRTimeline
Root Financial Partners, LLC779$44.4K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC750$42.8K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC704$40.2K<0.01%013F-HRTimeline
Blue Trust, Inc.701$40K<0.01%new13F-HRTimeline
Asset Planning,Inc700$39.9K0.03%013F-HRTimeline
AlphaCore Capital LLC416$23.7K<0.01%-43513F-HRTimeline
BALLAST ADVISORS LLC410$23.4K0.01%013F-HRTimeline
KERR FINANCIAL PLANNING Corp354$20.3K0.03%13F-HR/ATimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…356$20.3K<0.01%+213F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…351$20K<0.01%013F-HRTimelineGroup
WFA of San Diego, LLC254$14.5K0.01%-21113F-HRTimeline
Winthrop Capital Management, LLC242$14K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS243$13.9K<0.01%new13F-HRTimelineGroup
Physician Wealth Advisors, Inc.156$8.9K<0.01%013F-HRTimeline
Longview Financial Advisors LLC133$7.59K<0.01%-1713F-HRTimeline
Signature Resources Capital Management,…60$3.42K<0.01%-1,79313F-HRTimeline
Horizon Investments, LLC43$2.44K<0.01%013F-HRTimeline
Team Financial Group, LLC33$1.88K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…19$1.08K<0.01%+1313F-HRTimelineGroup
AE Wealth Management LLC14$799<0.01%new13F-HRTimeline