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Disclosery

CMF ISHARES TR

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CALIF MUN BD ETF (fund)

334 managers (336 13F filers) reported a position in CMF shares at 2025-12-31, 47,076,541 shares in all. 30 filers opened a position and 21 filers sold out during the quarter.

Managers
334
13F filers
336
New
30
Added
159
Reduced
69
Sold out
21
Shares held by filers
47,076,541

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Investment Advisory Group, LLC11,400$655K0.17%013F-HRTimeline
GC Wealth Management RIA, LLC10,979$631K0.02%-12,18813F-HRTimeline
VERITY Wealth Advisors10,915$627K0.39%013F-HRTimeline
Moss Adams Wealth Advisors LLC10,882$625K0.05%013F-HRTimeline
Diversified Portfolios, Inc.10,611$610K0.05%+1,47213F-HRTimeline
Trace Wealth Advisors, LLC10,452$601K0.43%013F-HRTimeline
Crestwood Advisors Group, LLC10,392$597K0.01%-4,62213F-HRTimeline
Avantax Planning Partners, Inc.10,267$590K0.02%-21113F-HRTimeline
Pacific Capital Wealth Advisors, Inc.9,828$565K0.1%013F-HRTimeline
SmartHarvest Portfolios, LLC9,796$563K0.2%13F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…9,665$555K0.13%-62413F-HRTimeline
Dynamic Advisor Solutions LLC9,646$554K0.02%-16,06513F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC9,260$532K0.02%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.9,050$520K<0.01%013F-HRTimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC8,965$520K0.15%+3,28113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC8,931$513K<0.01%+113F-HRTimelineGroup
Northeast Financial Group, Inc.in group Northeast Financial Group, In…8,807$506K0.13%-1,25313F-HRTimelineGroup
Hamilton Wealth, LLC8,667$498K0.09%-413F-HR/ATimeline
Life Planning Partners, Inc8,337$479K0.37%013F-HRTimeline
TME FINANCIAL, INC.8,241$474K0.33%+6813F-HRTimeline
Stordahl Capital Management, Inc.8,208$472K0.1%+4,23213F-HRTimeline
Modern Wealth Management, LLC8,203$471K0.01%new13F-HRTimeline
Caliber Wealth Management, LLC / KS8,164$469K0.05%013F-HRTimeline
UNION SAVINGS BANK7,947$457K0.2%13F-HRTimeline
Nautilus Advisors LLC7,850$451K0.29%013F-HRTimeline
Meridian Wealth Management, LLC7,820$449K0.02%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.7,792$448K<0.01%new13F-HRTimelineGroup
Invera Wealth Advisors, LLC7,782$447K0.28%-4,68013F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV7,598$437K0.07%+83813F-HRTimeline
Chesley Taft & Associates LLC7,375$424K0.02%013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC7,242$416K<0.01%-2,23913F-HRTimelineGroup
ALTFEST L J & CO INC7,145$411K0.04%+97613F-HRTimeline
Fisher Asset Management, LLC7,127$410K<0.01%+1,44713F-HRTimeline
Sowell Financial Services LLC7,113$409K0.02%+2,96313F-HRTimeline
Stratos Investment Management, LLCin group Stratos Wealth Partners, LTD.7,013$403K0.02%+41413F-HRTimelineGroup
North Berkeley Wealth Management, LLC6,970$400K0.24%+7813F-HRTimeline
ASL Financial, LLC6,970$400K0.31%13F-HRTimeline
Summit Wealth Group, LLC6,849$394K0.09%013F-HRTimeline
RHS Financial, LLC6,778$389K0.19%-3,34213F-HRTimeline
HILL ISLAND FINANCIAL LLC6,760$388K0.09%+1,13913F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC6,700$385K0.36%-12013F-HRTimeline
PRIVATE TRUST CO NA6,596$379K0.03%-41513F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …6,454$371K0.01%new13F-HRTimelineGroup
Golden State Wealth Management, LLC6,363$366K0.04%013F-HRTimeline
Whitegate Investment Counselors, Inc.6,350$365K0.11%013F-HRTimeline
Trilogy Capital Inc.6,315$363K0.02%+23713F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC6,306$362K0.1%+1813F-HRTimeline
Fortitude Financial, LLC6,272$360K0.31%-6,67913F-HRTimeline
DeLarme Wealth Management, Inc.6,070$349K0.25%13F-HRTimeline
Three Bridge Wealth Advisors, LLC6,042$347K0.09%-6,22913F-HRTimeline
Quadrant Private Wealth Management, LLC6,027$346K0.06%+2,12513F-HRTimeline
Carnegie Investment Counsel6,015$346K0.01%-27313F-HRTimeline
Ledyard National Bank6,000$345K0.03%013F-HRTimeline
Neumann Capital Management, LLC6,000$345K0.1%013F-HRTimeline
Wise Wealth Partners5,891$339K0.49%+5413F-HRTimeline
Fort Point Capital Partners LLC5,745$332K0.04%-88113F-HRTimeline
SageView Advisory Group, LLC5,601$322K0.01%+26313F-HRTimeline
Safeguard Investment Advisory Group, LLC5,496$316K0.08%-67813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.5,486$315K<0.01%+1,61113F-HRTimelineGroup
Werba Rubin Papier Wealth Management5,402$310K0.08%+4813F-HRTimeline
Apeiron RIA LLC5,220$301K0.06%new13F-HRTimeline
GAMMA Investing LLC5,150$296K0.01%+21113F-HRTimeline
Falcon Wealth Planning5,116$294K0.02%-13913F-HRTimeline
Van Hulzen Asset Management, LLC5,060$291K0.02%-2213F-HRTimeline
IMPACTfolio, LLC5,012$288K0.12%+4013F-HRTimeline
GTS SECURITIES LLC4,968$285K0.01%new13F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC4,742$272K0.01%013F-HRTimeline
Emergent Wealth Advisors, LLC4,735$272K0.15%013F-HRTimeline
Wealthspire Retirement, LLC4,727$272K0.02%+1213F-HRTimeline
Cherry Tree Wealth Management, LLC4,658$268K0.06%013F-HRTimeline
HB Wealth Management, LLC4,491$258K<0.01%013F-HRTimeline
FLC Capital Advisors4,426$254K0.05%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC4,400$253K<0.01%+10013F-HRTimelineGroup
VIRTUE ASSET MANAGEMENT LLC4,400$253K0.2%new13F-HRTimeline
Elyxium Wealth, LLC4,333$249K0.07%013F-HRTimeline
Southland Equity Partners LLC4,318$248K0.05%013F-HRTimeline
MEMBERS WEALTH LLC4,274$247K0.15%new13F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO4,193$241K<0.01%-26513F-HRTimeline
SONATA CAPITAL GROUP INC4,185$240K0.09%new13F-HRTimeline
PFG Advisors4,108$236K0.01%-17213F-HRTimeline
Tidemark, LLC4,076$234K0.07%013F-HRTimeline
Retirement Planning Group, LLC4,070$234K0.01%+4013F-HRTimeline
Sharper & Granite LLC4,020$231K0.08%new13F-HRTimeline
SFE Investment Counsel3,997$230K0.04%013F-HRTimeline
Intelligence Driven Advisers, LLC3,917$225K0.03%new13F-HRTimeline
Perigon Wealth Management, LLC3,892$224K<0.01%new13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP3,825$220K<0.01%-2,20713F-HRTimelineGroup
Orion Porfolio Solutions, LLC3,751$216K<0.01%+23313F-HRTimeline
Sherman Asset Management, Inc.3,744$215K0.18%013F-HRTimeline
Morton Capital Management LLC/CA3,690$212K0.03%+3613F-HRTimeline
LongView Asset Management LLC3,605$207K0.14%new13F-HRTimeline
TLWM3,556$204K0.04%013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…3,550$204K0.03%013F-HRTimelineGroup
Qube Research & Technologies Ltd3,381$194K<0.01%+8313F-HRTimeline
Strategic Wealth Partners, Ltd.3,095$178K0.01%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC3,064$176K0.01%+3013F-HRTimeline
Integrity Financial Corp /WA2,667$153K0.08%013F-HRTimeline
Essential Partners LLC2,462$141K0.04%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,376$137K0.01%new13F-HRTimeline
Root Financial Partners, LLC2,314$133K0.01%+1,53513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,100$121K0.01%+1,00013F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…1,953$112K0.01%-2313F-HRTimelineGroup
Larson Financial Group LLC1,671$96K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…1,602$92.1K0.04%new13F-HRTimelineGroup
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC1,500$86.2K<0.01%013F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,450$83.3K<0.01%+25013F-HRTimelineGroup
Geneos Wealth Management Inc.1,415$81.3K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc1,250$71.8K<0.01%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.1,225$70.4K0.03%new13F-HRTimeline
Ares Financial Consulting, LLC1,165$66.9K0.06%13F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding1,144$65.7K-262Timeline
CX Institutional1,126$65K<0.01%+1813F-HRTimeline
OPTIMA CAPITAL LLC877$50.4K0.02%new13F-HRTimeline
Crewe Advisors LLC875$50.3K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC750$43.1K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC704$40.5K<0.01%013F-HRTimeline
Asset Planning,Inc700$40.2K0.03%013F-HRTimeline
Rosenberg Matthew Hamilton518$29.8K0.01%new13F-HRTimeline
AlphaCore Capital LLC501$28.8K<0.01%+8513F-HRTimeline
BALLAST ADVISORS LLC410$23.6K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…360$20.7K<0.01%+413F-HRTimelineGroup
KERR FINANCIAL PLANNING Corp355$20.6K0.03%+113F-HR/ATimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…351$20.2K<0.01%013F-HRTimelineGroup
WFA of San Diego, LLC254$14.6K0.01%013F-HRTimeline
Biltmore Family Office, LLC244$14K<0.01%new13F-HRTimeline
Winthrop Capital Management, LLC242$14K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.156$8.96K<0.01%013F-HRTimeline
Align Financial, LLC6,321$6.32K<0.01%13F-HRTimeline
Signature Resources Capital Management,…60$3.45K<0.01%013F-HRTimeline
Longview Financial Advisors LLC45$2.59K<0.01%-8813F-HRTimeline
Horizon Investments, LLC43$2.47K<0.01%013F-HRTimeline
Team Financial Group, LLC33$1.9K<0.01%013F-HRTimeline
AE Wealth Management LLC14$804<0.01%013F-HRTimeline
Measured Wealth Private Client Group, L…6$345<0.01%new13F-HRTimeline