Skip to content
Disclosery

CMF ISHARES TR

Follow

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
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co8,440,029$485M0.08%+703,73513F-HRTimelineGroup
Wealthfront Advisers LLC5,109,731$294M0.66%+1,151,37613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,933,649$111M0.01%+292,87913F-HRTimelineGroup
FMR LLCin group FMR LLC1,906,426$110M0.01%-106,47313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,790,589$103M0.01%+20,93613F-HR/ATimelineGroup
Facet Wealth, Inc.1,497,857$86.6M1.53%+105,06813F-HRTimeline
BAILARD, INC.1,439,125$82.7M1.83%+4,37213F-HRTimeline
EP Wealth Advisors, LLC1,170,981$67.3M0.35%13F-HRTimeline
SYON CAPITAL LLC1,147,763$66M3.29%-3,57113F-HRTimeline
LPL Financial LLC989,482$56.9M0.02%+99,07213F-HRTimeline
Mariner, LLCin group Mariner, LLC905,924$52.1M0.06%+29,25013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding902,008$51.8M+49,165Timeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA681,191$39.1M0.09%-18,38013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO652,464$37.5M<0.01%+105,77313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN608,644$35M0.01%+102,49513F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV549,343$31.6M0.05%+52,07013F-HRTimeline
UBS Group AGin group UBS Group AG536,879$30.8M0.01%+3,61213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA450,421$25.9M<0.01%+29,17113F-HRTimelineGroup
Opes Wealth Management LLC438,978$25.2M4.28%+20,71513F-HRTimeline
Cetera Investment Advisers378,057$21.7M0.02%+60,31813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC372,882$21.4M0.04%+10,58113F-HRTimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS367,283$21.1M0.8%+20,35613F-HRTimelineGroup
Manhattan West Asset Management, LLC363,294$20.9M4.27%+12,32113F-HRTimeline
Steward Partners Investment Advisory, L…361,333$20.8M0.11%-12,56313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS351,386$20.2M0.04%+47,93913F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding349,793$20.1M+66,578Timeline
ALLIANCEBERNSTEIN L.P.338,177$19.4M0.01%+62,22813F-HRTimeline
RWA WEALTH PARTNERS, LLC312,497$18M0.2%-2,89813F-HRTimeline
Orin Green Financial, LLC307,027$17.6M7.06%-17,89413F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO306,723$17.6M0.02%+12,58913F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC292,659$16.8M0.12%+103,04813F-HRTimelineGroup
Slow Capital, Inc.281,447$16.2M1.93%+49,35713F-HRTimeline
West Wealth Group, LLC273,799$15.7M3.26%+45,82113F-HRTimeline
Affinity Capital Advisors, LLC269,594$15.5M2.14%+14,20813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC259,093$14.9M<0.01%+9,79113F-HRTimelineGroup
MYECFO, LLC251,202$14.4M6.13%+18,21013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC251,278$14.4M0.02%+17,41413F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.237,587$13.7M<0.01%+2,88413F-HRTimelineGroup
Betterment LLC231,306$13.3M0.03%+13,91113F-HRTimeline
Creative Planningin group Creative Planning219,807$12.6M0.01%+6,48213F-HRTimelineGroup
Atlas Legacy Advisors, LLC213,047$12.2M2.15%+12,34513F-HRTimeline
Brio Consultants, LLC198,177$11.4M1.48%+11,28613F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC195,887$11.3M0.2%new13F-HR/ATimeline
Rinkey Investments193,681$11.1M2.83%-56,19913F-HRTimeline
Pure Financial Advisors, LLC189,269$10.9M0.16%-61513F-HRTimeline
Navalign, LLC187,112$10.8M2.64%+1,35013F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC165,517$9.51M0.14%+18,28513F-HRTimeline
RiverFront Investment Group, LLC158,992$9.14M0.15%+68,05413F-HRTimeline
Wedmont Private Capital157,426$9.09M0.32%+14,20213F-HRTimeline
Financial Connections Group, Inc.157,352$9.04M3.11%-1,42713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.156,163$8.97M0.01%-7,65513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC153,294$8.81M<0.01%+43,24913F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/152,709$8.77M<0.01%+15,17213F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…141,313$8.12M0.01%+20,35213F-HR/ATimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC140,940$8.1M0.01%+134,32513F-HRTimelineGroup
Farther Finance Advisors, LLC131,601$7.56M0.08%+112,84613F-HRTimeline
CWM, LLCin group CWM, LLC129,031$7.41M0.02%+96813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC124,553$7.16M0.01%+8,35413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP123,280$7.08M<0.01%+35,51513F-HRTimelineGroup
OneDigital Investment Advisors LLC123,145$7.08M0.07%+6,69413F-HRTimeline
Sanctuary Advisors, LLC121,131$6.96M0.04%+26413F-HRTimeline
Beacon Pointe Advisors, LLC115,794$6.65M0.05%+37,79213F-HRTimeline
FIRST AMERICAN TRUST, FSB114,259$6.57M0.45%+11,24613F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC112,600$6.47M0.01%-195,30013F-HRTimeline
MML INVESTORS SERVICES, LLC103,391$5.94M0.01%+5,40713F-HRTimeline
THRYVE WEALTH MANAGEMENT LLC101,461$5.83M2.88%13F-HRTimeline
Ducere Wealth Management LLC97,471$5.6M2.17%13F-HR/ATimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…97,601$5.59M0.02%-10,48013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\96,380$5.54M<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\95,901$5.51M0.01%+19,04213F-HRTimelineGroup
Client First Capital LLC92,578$5.32M2.27%013F-HRTimeline
SILVER OAK WEALTH ADVISORS SERVICES, LLC92,457$5.31M3.43%+52813F-HRTimeline
Fullerton Advisors, LLC87,491$5.03M5.02%13F-HRTimeline
Compound Planning, Inc.85,432$4.91M0.15%+6,43813F-HRTimeline
Columbia Bank80,826$4.64M1.29%+11,12513F-HRTimeline
NDWM LLC80,755$4.64M3.07%+1,23513F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…77,771$4.47M0.13%+1,89113F-HRTimelineGroup
Sand Hill Global Advisors, LLC75,301$4.33M0.15%-2,15213F-HRTimeline
CHOREO, LLC74,962$4.31M0.05%-13013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP74,424$4.28M0.09%-4,66913F-HRTimeline
Prime Capital Investment Advisors, LLC73,898$4.25M0.05%+31413F-HRTimeline
COMERICA BANK70,454$4.05M0.02%+12,62813F-HRTimeline
EHRLICH FINANCIAL GROUP68,904$3.96M2.25%-17,89713F-HRTimeline
Elmwood Wealth Management, Inc.68,040$3.91M1.23%+2,44513F-HRTimeline
Omega Financial Group, LLC67,616$3.89M1.29%-3,42313F-HRTimeline
Summit Trail Advisors, LLC65,718$3.78M0.07%013F-HRTimeline
Westfuller Advisors, LLC65,421$3.76M1.52%+62313F-HRTimeline
HighTower Advisors, LLC64,951$3.73M<0.01%-2,50413F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS64,855$3.73M<0.01%+64,61213F-HRTimelineGroup
Traveka Wealth, LLC63,533$3.65M1.49%+18613F-HRTimeline
Apella Capital, LLC62,703$3.6M0.07%+3,03613F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…62,258$3.58M0.11%-38,17813F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC61,904$3.56M0.02%+10,14213F-HRTimeline
Valmark Advisers, Inc.56,287$3.23M0.04%-20,40413F-HRTimeline
MAI Capital Management55,603$3.19M0.02%+14513F-HRTimeline
Warren Street Wealth Advisors, LLC54,431$3.13M0.9%-2,77313F-HRTimeline
One Capital Management, LLC54,118$3.11M0.09%+2,36613F-HRTimeline
WHITTIER TRUST CO53,907$3.11M0.03%013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC53,487$3.07M0.31%-1,95313F-HRTimeline
CONQUIS FINANCIAL LLC52,167$3M2.58%+14,54913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP50,060$2.88M<0.01%+4,61213F-HRTimelineGroup
DeDora Capital, Inc.49,163$2.82M0.67%+9913F-HRTimeline
21 West Wealth Management LLC49,124$2.82M2.58%+7,66113F-HRTimeline
Heritage Wealth Management, Inc. /CA/48,987$2.81M1.82%+2,14613F-HRTimeline
Quantinno Capital Management LP47,703$2.74M0.01%+4,30413F-HRTimeline
BANK OF STOCKTON47,371$2.72M0.78%-91113F-HRTimeline
SteelPeak Wealth, LLC45,660$2.62M0.09%-1,85713F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/45,315$2.6M0.46%+1,84513F-HRTimeline
Ashton Thomas Private Wealth, LLC45,314$2.6M0.06%+8,09713F-HRTimeline
WealthCollab, LLC43,968$2.53M1.03%+2,23013F-HRTimeline
McIlrath & Eck, LLC43,767$2.51M0.23%+8,79213F-HRTimeline
Destination Wealth Management43,565$2.5M0.07%+20,91113F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC41,843$2.4M0.06%+2,62513F-HRTimeline
Westside Investment Management, Inc.41,386$2.38M0.38%+1,86113F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…41,114$2.36M0.08%-8,82813F-HRTimeline
Merit Financial Group, LLC40,746$2.34M0.02%+1,30113F-HRTimeline
Ballast Rock Private Wealth LLC40,165$2.31M1.44%13F-HRTimeline
FF Advisors,LLC40,123$2.31M1.03%new13F-HRTimeline
Empirical Financial Services, LLC d.b.a…39,244$2.25M0.04%+5,17313F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …37,042$2.13M0.01%+11,22313F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC35,344$2.03M<0.01%+14,85513F-HR/ATimelineGroup
Savvy Advisors, Inc.34,150$1.96M0.06%+2,39413F-HRTimeline
Vise Technologies, Inc.34,016$1.95M0.04%new13F-HRTimeline
Values Added Financial LLC33,665$1.93M0.82%+20,89513F-HRTimeline
IEQ CAPITAL, LLC33,501$1.92M0.01%+7,60013F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…33,171$1.91M0.1%+2,90113F-HRTimeline
Leisure Capital Management32,714$1.88M0.62%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP32,168$1.85M<0.01%+22,56213F-HR/ATimelineGroup
WEDBUSH SECURITIES INC31,953$1.84M0.05%+1,35013F-HRTimeline
WESPAC Advisors SoCal, LLC31,896$1.83M0.37%+7,51013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC31,834$1.83M0.04%+65013F-HRTimeline
SimpliFi, Inc.31,693$1.82M0.77%+5,65813F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC31,045$1.78M0.11%13F-HRTimeline
Bell Investment Advisors, Inc29,901$1.72M0.27%+5,30913F-HRTimeline
NewEdge Advisors, LLC29,813$1.71M0.01%-1,37113F-HRTimeline
FORONJY FINANCIAL LLC29,574$1.7M0.71%+2,93113F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …28,506$1.64M<0.01%new13F-HRTimelineGroup
Running Point Capital Advisors, LLC28,265$1.62M0.44%+6113F-HRTimeline
Curtis Advisory Group, LLC27,180$1.56M0.33%+56813F-HRTimeline
Towerpoint Wealth, LLC26,972$1.55M0.61%-4513F-HRTimeline
McNaughton Wealth Management, LLC26,694$1.53M0.63%-2,41713F-HRTimeline
Global Retirement Partners, LLC26,672$1.53M0.03%+15,19013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC26,591$1.53M0.22%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…26,142$1.5M<0.01%+1,15613F-HR/ATimelineGroup
Parallel Advisors, LLC25,917$1.49M0.03%+8113F-HRTimeline
Creative Capital Management Investments…24,873$1.43M0.43%+60713F-HRTimeline
WealthPlan Investment Management, LLC24,619$1.41M0.09%-99013F-HRTimeline
Hennion & Walsh Asset Management, Inc.24,004$1.38M0.05%+7,56413F-HRTimeline
DAVIDSON INVESTMENT ADVISORS23,437$1.35M0.06%-21613F-HRTimeline
Wealthspire Advisors, LLC23,271$1.34M0.01%-23,26313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC23,261$1.34M0.01%-3,64013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…23,016$1.33M<0.01%+94013F-HRTimeline
Perennial Investment Advisors, LLC22,945$1.32M0.1%+5,96313F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC22,613$1.3M<0.01%+13,04913F-HR/ATimelineGroup
Spinnaker Investment Group, LLC22,005$1.26M0.23%+3,78113F-HRTimeline
HCR Wealth Advisors21,361$1.23M0.12%-1,54213F-HRTimeline
Clark Asset Management, LLC21,132$1.21M0.13%+1913F-HRTimeline
Smartleaf Asset Management LLC20,876$1.2M0.05%+26513F-HRTimeline
Johnson Bixby & Associates, LLC20,582$1.18M0.15%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC20,534$1.18M<0.01%-42,45613F-HRTimelineGroup
Allworth Financial LP20,316$1.17M<0.01%+1,82413F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…20,054$1.15M0.01%-3513F-HRTimelineGroup
IFC Advisors LLC19,151$1.1M0.16%-4,24313F-HRTimeline
Tillman Hartley LLC19,126$1.1M0.28%+35813F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …18,877$1.08M0.02%013F-HRTimelineGroup
APS Management Group, Inc.18,321$1.05M0.9%+40113F-HRTimeline
Integrated Wealth Concepts LLC18,311$1.05M0.01%-14,90113F-HRTimeline
Strategic Financial Services, Inc.17,880$1.04M0.05%new13F-HRTimeline
Roof Eidam Maycock Peralta, LLC17,867$1.03M0.23%013F-HRTimeline
Williams & Novak Wealth Management, LLC17,586$1.01M0.76%-1,32013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC17,500$1.01M0.02%+76013F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…17,405$1M0.02%new13F-HRTimelineGroup
Vilga Financial Planning LLC17,210$989K0.95%13F-HRTimeline
Impact Investors, Inc16,172$929K0.64%+313F-HRTimeline
Argyle Capital Partners, LLC15,888$913K0.67%013F-HRTimeline
LifeWealth Investments, LLC15,806$908K0.29%013F-HRTimeline
Greykasell Wealth Strategies, Inc.15,232$875K0.35%013F-HRTimeline
NWF Advisory Services Inc.15,187$873K0.1%+513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC15,166$865K<0.01%013F-HRTimelineGroup
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.14,817$851K0.02%+3,87613F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC14,698$845K0.02%new13F-HRTimeline
Portfolio Design Labs, LLC14,537$835K0.14%-18613F-HRTimeline
INSTRUMENTAL WEALTH, LLC13,581$793K0.48%+46313F-HRTimeline
BRASADA CAPITAL MANAGEMENT, LP13,510$777K0.13%-7213F-HRTimeline
Keystone Global Partners, LLC13,210$759K0.33%+3,62113F-HRTimeline
Two West Capital Advisors LLC13,137$755K0.44%013F-HRTimeline
Shira Ridge Wealth Management13,103$753K0.3%+75313F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC12,925$743K0.09%+50213F-HRTimeline
Climber Capital SA12,660$724K0.47%13F-HRTimeline
Aspen Investment Management Inc12,410$713K0.22%013F-HRTimeline
Integrity Investment Advisors, LLC12,257$704K0.39%new13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC12,058$693K<0.01%+3813F-HRTimelineGroup
Composition Wealth, LLC12,043$692K0.01%013F-HRTimeline
Factor Wealth Management LTD12,013$690K0.15%+6,96913F-HRTimeline
Cambridge Investment Research Advisors,…11,884$683K<0.01%+5,94313F-HRTimeline
Engineers Gate Manager LP11,816$679K0.01%-3,65413F-HRTimeline
True Link Financial Advisors, LLC11,810$679K0.04%013F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC11,807$678K0.42%013F-HRTimeline
Boltwood Capital Management11,705$673K0.17%+80513F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC11,585$666K0.14%-5,48913F-HRTimeline