Skip to content
Disclosery

CMF ISHARES TR

Follow

CALIF MUN BD ETF (fund)

348 managers (351 13F filers) reported a position in CMF shares at 2026-03-31, 50,433,785 shares in all. 34 filers opened a position and 21 filers sold out during the quarter.

Managers
348
13F filers
351
New
34
Added
158
Reduced
90
Sold out
21
Shares held by filers
50,433,785

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 Co8,496,808$483M0.07%+56,77913F-HRTimelineGroup
Wealthfront Advisers LLC6,199,721$353M0.77%+1,089,99013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,872,723$106M0.01%+82,13413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,836,874$104M0.01%-96,77513F-HRTimelineGroup
FMR LLCin group FMR LLC1,807,029$103M0.01%-99,39713F-HRTimelineGroup
Facet Wealth, Inc.1,581,074$89.9M1.56%+83,21713F-HRTimeline
SYON CAPITAL LLC1,352,128$76.9M3.87%+204,36513F-HRTimeline
BAILARD, INC.1,234,606$70.2M1.61%-204,51913F-HRTimeline
EP Wealth Advisors, LLC1,180,899$67.1M0.33%+9,91813F-HRTimeline
LPL Financial LLC1,147,593$65.3M0.02%+158,11113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,021,059$58.1M+119,051Timeline
Mariner, LLCin group Mariner, LLC918,584$52.2M0.06%+12,66013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.882,814$50.2M<0.01%+645,22713F-HRTimelineGroup
TIAAgroup of 3 filers holding692,734$39.4M+11,543Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO681,794$38.7M<0.01%+29,33013F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN657,464$37.4M0.01%+48,82013F-HR/ATimelineGroup
MERCER GLOBAL ADVISORS INC /ADV657,171$37.4M0.06%+107,82813F-HRTimeline
UBS Group AGin group UBS Group AG531,875$30.2M0.01%-5,00413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA471,638$26.8M0.01%+21,21713F-HRTimelineGroup
Opes Wealth Management LLC467,978$26.6M4.54%+29,00013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding429,550$24.4M+79,757Timeline
Beacon Pointe Advisors, LLC411,658$23.4M0.12%+295,86413F-HRTimeline
Manhattan West Asset Management, LLC397,775$22.6M4.42%+34,48113F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC396,010$22.5M0.18%+103,35113F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC391,733$22.3M0.05%+18,85113F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.366,339$21M0.01%+28,16213F-HRTimeline
Cetera Investment Advisers368,508$21M0.02%-9,54913F-HRTimeline
Steward Partners Investment Advisory, L…358,790$20.4M0.1%-2,54313F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS356,732$20.3M0.82%-10,55113F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS356,431$20.3M0.04%+5,04513F-HRTimeline
West Wealth Group, LLC331,806$18.9M3.73%+58,00713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC331,070$18.8M0.03%+79,79213F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC312,546$17.8M0.19%+4913F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO308,912$17.6M0.02%+2,18913F-HRTimelineGroup
Affinity Capital Advisors, LLC293,236$16.7M2.34%+23,64213F-HRTimeline
Orin Green Financial, LLC287,164$16.3M6.7%-19,86313F-HRTimeline
Slow Capital, Inc.278,292$15.8M2.06%-3,15513F-HRTimeline
Creative Planningin group Creative Planning277,418$15.8M0.01%+57,61113F-HRTimelineGroup
MYECFO, LLC262,542$14.9M6.25%+11,34013F-HRTimeline
Rinkey Investments258,963$14.7M3.77%+65,28213F-HRTimeline
RiverFront Investment Group, LLC244,554$13.9M0.22%+85,56213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC243,494$13.8M<0.01%-15,59913F-HR/ATimelineGroup
Betterment LLC242,057$13.8M0.03%+10,75113F-HRTimeline
Apella Capital, LLC212,510$12.2M0.18%+149,80713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…206,115$11.7M0.01%+64,80213F-HRTimelineGroup
Navalign, LLC200,894$11.4M2.88%+13,78213F-HRTimeline
Atlas Legacy Advisors, LLC198,262$11.3M2.06%-14,78513F-HRTimeline
Brio Consultants, LLC197,127$11.3M1.38%-1,05013F-HRTimeline
Pure Financial Advisors, LLC195,635$11.1M0.16%+6,36613F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC192,029$10.9M0.16%+26,51213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC172,581$9.81M0.01%+31,64113F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP162,761$9.21M<0.01%+39,48113F-HRTimelineGroup
Financial Connections Group, Inc.153,857$8.75M3.04%-3,49513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/150,685$8.57M<0.01%-2,02413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC144,709$8.23M<0.01%-8,58513F-HRTimelineGroup
Wedmont Private Capital142,044$8.13M0.26%-15,38213F-HRTimeline
Sanctuary Advisors, LLC129,377$7.36M0.04%+8,24613F-HRTimeline
Farther Finance Advisors, LLC128,029$7.28M0.07%-3,57213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC126,007$7.16M0.01%+1,45413F-HRTimeline
OneDigital Investment Advisors LLC124,682$7.09M0.07%+1,53713F-HRTimeline
Garde Capital, Inc.118,101$6.72M0.4%new13F-HRTimeline
HighTower Advisors, LLC113,692$6.46M0.01%+48,74113F-HRTimeline
CWM, LLCin group CWM, LLC112,944$6.42M0.02%-16,08713F-HRTimelineGroup
FIRST AMERICAN TRUST, FSB110,938$6.31M0.42%-3,32113F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…103,080$5.85M0.02%+5,47913F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…102,100$5.81M0.21%+39,84213F-HRTimelineGroup
Compound Planning, Inc.99,861$5.68M0.18%+14,42913F-HRTimeline
THRYVE WEALTH MANAGEMENT LLC97,938$5.57M3.72%-3,52313F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\96,380$5.48M<0.01%013F-HRTimelineGroup
Fullerton Advisors, LLC95,033$5.4M5.6%+7,54213F-HRTimeline
Client First Capital LLC92,578$5.26M2.31%013F-HRTimeline
NDWM LLC90,580$5.15M3.34%+9,82513F-HRTimeline
MML INVESTORS SERVICES, LLC90,384$5.14M0.01%-13,00713F-HRTimeline
Ducere Wealth Management LLC90,272$5.13M2.04%-7,19913F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…86,874$4.94M0.15%+9,10313F-HRTimelineGroup
Ballast Rock Private Wealth LLC84,568$4.81M2.66%+44,40313F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…83,506$4.75M0.15%+42,39213F-HRTimeline
Columbia Bank81,426$4.63M1.32%+60013F-HRTimeline
Valmark Advisers, Inc.80,669$4.59M0.05%+24,38213F-HRTimeline
Elmwood Wealth Management, Inc.77,916$4.43M1.23%+9,87613F-HRTimeline
Prime Capital Investment Advisors, LLC75,771$4.31M0.05%+1,87313F-HRTimeline
Integrated Advisors Network LLC74,459$4.23M0.22%new13F-HRTimeline
CHOREO, LLC73,534$4.18M0.05%-1,42813F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC70,850$4.03M0.02%+8,94613F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…70,004$3.98M0.01%new13F-HRTimelineGroup
Sand Hill Global Advisors, LLC69,965$3.98M0.13%-5,33613F-HRTimeline
MISSION WEALTH MANAGEMENT, LP69,471$3.95M0.08%-4,95313F-HRTimeline
Westfuller Advisors, LLC69,064$3.93M1.69%+3,64313F-HRTimeline
EHRLICH FINANCIAL GROUP68,533$3.9M2.24%-37113F-HRTimeline
SILVER OAK WEALTH ADVISORS SERVICES, LLC66,536$3.78M2.46%-25,92113F-HRTimeline
Summit Trail Advisors, LLC65,718$3.74M0.05%013F-HRTimeline
One Capital Management, LLC62,540$3.56M0.1%+8,42213F-HRTimeline
Omega Financial Group, LLC62,311$3.54M1.17%-5,30513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP61,820$3.52M<0.01%+11,76013F-HRTimelineGroup
Quantinno Capital Management LP55,002$3.13M0.01%+7,29913F-HRTimeline
Warren Street Wealth Advisors, LLC54,859$3.12M0.8%+42813F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC54,533$3.1M0.31%+1,04613F-HRTimeline
WHITTIER TRUST CO54,437$3.1M0.03%+53013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.53,864$3.06M<0.01%-102,29913F-HRTimelineGroup
Heritage Wealth Management, Inc. /CA/53,378$3.04M1.69%+4,39113F-HRTimeline
MAI Capital Management51,928$2.95M0.02%-3,67513F-HRTimeline
21 West Wealth Management LLC49,921$2.84M2.64%+79713F-HRTimeline
Traveka Wealth, LLC49,688$2.83M1.08%-13,84513F-HRTimeline
DeDora Capital, Inc.49,042$2.79M0.68%-12113F-HRTimeline
McIlrath & Eck, LLC48,612$2.76M0.2%+4,84513F-HRTimeline
Ashton Thomas Private Wealth, LLC48,250$2.74M0.06%+2,93613F-HRTimeline
WealthCollab, LLC46,376$2.64M1.09%+2,40813F-HRTimeline
Destination Wealth Management45,483$2.59M0.07%+1,91813F-HRTimeline
SteelPeak Wealth, LLC45,150$2.57M0.08%-51013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC44,231$2.51M0.06%+2,38813F-HRTimeline
Westside Investment Management, Inc.42,915$2.44M0.37%+1,52913F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/42,780$2.43M0.42%-2,53513F-HRTimeline
Merit Financial Group, LLC41,776$2.38M0.02%+1,03013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC40,761$2.32M<0.01%+20,22713F-HRTimelineGroup
Integrated Wealth Concepts LLC40,754$2.32M0.02%+22,44313F-HRTimeline
BANK OF STOCKTON39,537$2.25M0.7%-7,83413F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC39,097$2.22M0.12%+8,05213F-HRTimeline
Savvy Advisors, Inc.38,868$2.21M0.06%+4,71813F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …38,534$2.19M0.01%+1,49213F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …37,236$2.12M<0.01%+8,73013F-HRTimelineGroup
CONQUIS FINANCIAL LLC36,289$2.09M1.73%-15,87813F-HRTimeline
Empirical Financial Services, LLC d.b.a…35,210$2M0.03%-4,03413F-HRTimeline
Vise Technologies, Inc.34,016$1.95M0.04%013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC33,824$1.92M0.04%+1,99013F-HRTimeline
Bell Investment Advisors, Inc33,763$1.92M0.3%+3,86213F-HRTimeline
IEQ CAPITAL, LLC33,542$1.91M0.01%+4113F-HRTimeline
WEDBUSH SECURITIES INC33,299$1.89M0.06%+1,34613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…33,071$1.88M<0.01%+6,92913F-HRTimelineGroup
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…32,871$1.87M0.1%-30013F-HRTimeline
SimpliFi, Inc.32,842$1.87M0.78%+1,14913F-HRTimeline
NewEdge Advisors, LLC32,379$1.84M0.01%+2,56613F-HR/ATimeline
Perennial Investment Advisors, LLC29,261$1.66M0.13%+6,31613F-HRTimeline
WESPAC Advisors SoCal, LLC28,975$1.65M0.35%-2,92113F-HRTimeline
FORONJY FINANCIAL LLC28,285$1.61M0.67%-1,28913F-HRTimeline
Clark Asset Management, LLC27,617$1.57M0.15%+6,48513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP27,595$1.57M<0.01%-4,57313F-HRTimelineGroup
Curtis Advisory Group, LLC27,487$1.56M0.34%+30713F-HRTimeline
Towerpoint Wealth, LLC27,003$1.54M0.62%+3113F-HRTimeline
Hennion & Walsh Asset Management, Inc.26,723$1.52M0.05%+2,71913F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC25,717$1.46M0.19%-87413F-HRTimeline
Parallel Advisors, LLC25,683$1.46M0.03%-23413F-HR/ATimeline
Creative Capital Management Investments…25,547$1.45M0.42%+67413F-HRTimeline
Smartleaf Asset Management LLC23,531$1.33M0.05%+2,65513F-HRTimeline
McNaughton Wealth Management, LLC23,311$1.33M0.55%-3,38313F-HRTimeline
Wealthspire Advisors, LLC23,274$1.32M0.01%+313F-HRTimeline
DAVIDSON INVESTMENT ADVISORS23,168$1.32M0.06%-26913F-HR/ATimeline
Keystone Global Partners, LLC23,103$1.31M0.58%+9,89313F-HRTimeline
WealthPlan Investment Management, LLC23,049$1.31M0.07%-1,57013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…22,960$1.3M0.01%+2,90613F-HRTimelineGroup
HCR Wealth Advisors22,061$1.25M0.13%+70013F-HRTimeline
Allworth Financial LP21,661$1.23M0.01%+1,34513F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC21,228$1.21M<0.01%-1,38513F-HRTimelineGroup
APS Management Group, Inc.21,216$1.21M1.03%+2,89513F-HRTimeline
Johnson Bixby & Associates, LLC20,582$1.17M0.15%013F-HRTimeline
Impact Investors, Inc20,065$1.14M0.79%+3,89313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC19,995$1.14M<0.01%-3,26613F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …19,414$1.1M0.02%+53713F-HRTimelineGroup
Tillman Hartley LLC19,126$1.09M0.27%013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC18,700$1.06M<0.01%-93,90013F-HRTimeline
Vilga Financial Planning LLC18,626$1.06M0.95%+1,41613F-HRTimeline
IFC Advisors LLC17,869$1.02M0.15%-1,28213F-HRTimeline
Roof Eidam Maycock Peralta, LLC17,867$1.02M0.23%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…17,689$1.01M<0.01%-5,32713F-HRTimeline
Spinnaker Investment Group, LLC17,152$975K0.2%-4,85313F-HRTimeline
Cresset Asset Management, LLC17,028$968K<0.01%new13F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…16,766$953K0.02%-63913F-HRTimelineGroup
NWF Advisory Services Inc.15,960$907K0.1%+77313F-HRTimeline
Argyle Capital Partners, LLC15,888$903K0.65%013F-HRTimeline
LifeWealth Investments, LLC15,806$899K0.27%013F-HRTimeline
Greykasell Wealth Strategies, Inc.15,232$866K0.35%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources14,980$852K<0.01%new13F-HRTimelineGroup
Williams & Novak Wealth Management, LLC14,816$843K0.63%-2,77013F-HRTimeline
Values Added Financial LLC14,787$841K0.35%-18,87813F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC14,699$836K0.02%+113F-HRTimeline
Shira Ridge Wealth Management14,448$822K0.33%+1,34513F-HRTimeline
Two West Capital Advisors LLC14,212$814K0.43%+1,07513F-HRTimeline
Diversified Portfolios, Inc.14,140$804K0.07%+3,52913F-HRTimeline
Portfolio Design Labs, LLC13,975$795K0.14%-56213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC13,778$783K<0.01%-21,56613F-HRTimelineGroup
ATLAS CAPITAL ADVISORS INC.13,688$778K0.09%new13F-HRTimeline
INSTRUMENTAL WEALTH, LLC13,614$774K0.48%+3313F-HRTimeline
Climber Capital SA12,660$718K0.47%013F-HRTimeline
Aspen Investment Management Inc12,410$706K0.22%013F-HRTimeline
Boltwood Capital Management12,415$706K0.18%+71013F-HRTimeline
Integrity Investment Advisors, LLC12,264$697K0.38%+713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC12,224$695K<0.01%-2,94213F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers12,137$690K<0.01%new13F-HRTimelineGroup
GC Wealth Management RIA, LLC12,079$687K0.03%+1,10013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC12,077$687K<0.01%+1913F-HRTimelineGroup
BRASADA CAPITAL MANAGEMENT, LP12,050$686K0.13%-1,46013F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC12,053$685K0.08%-87213F-HRTimeline
Modern Wealth Management, LLC11,967$681K0.01%+3,76413F-HRTimeline
RVW Wealth, LLC11,897$676K0.05%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …11,850$674K0.01%+5,39613F-HRTimelineGroup
Cambridge Investment Research Advisors,…11,843$673K<0.01%-4113F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC11,807$671K0.41%013F-HRTimeline
True Link Financial Advisors, LLC11,610$660K0.04%-20013F-HR/ATimeline
HUB Investment Partners, LLC11,514$655K0.02%new13F-HRTimeline
Investment Advisory Group, LLC11,400$648K0.16%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC11,297$642K0.01%-6,20313F-HR/ATimeline