There is a long list of 417 institutional holders of CALF within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of CALF by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-CALF table below, the initial column indicates the name of each top institutional holder of CALF, with a link to that fund's top holdings. The next columns indicate the amount of CALF stock held by each of the institutional holders of CALF, followed by the CALF position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Bank of America Corp DE | $1,184,898 | 12/31/2023 | |
CALF | 24,664,952 | $1,184,658 | 12/31/2023 |
Call | 5,000 | $240 | 12/31/2023 |
Morgan Stanley | 10,047,043 | $482,560 | 12/31/2023 |
CALF | 10,047,043 | $482,560 | 12/31/2023 |
Wells Fargo & Company MN | 5,681,054 | $272,861 | 12/31/2023 |
CALF | 5,681,054 | $272,861 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 4,112,454 | $197,521 | 12/31/2023 |
CALF | 4,112,454 | $197,521 | 12/31/2023 |
LPL Financial LLC | 4,035,497 | $193,825 | 12/31/2023 |
CALF | 4,035,497 | $193,825 | 12/31/2023 |
UBS Group AG | 2,696,750 | $129,525 | 12/31/2023 |
CALF | 2,696,750 | $129,525 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 2,547,964 | $122,379 | 12/31/2023 |
CALF | 2,547,964 | $122,379 | 12/31/2023 |
Stifel Financial Corp | 2,427,541 | $116,595 | 12/31/2023 |
CALF | 2,427,541 | $116,595 | 12/31/2023 |
Royal Bank of Canada | 2,073,206 | $99,575 | 12/31/2023 |
CALF | 2,073,206 | $99,575 | 12/31/2023 |
Raymond James & Associates | 1,810,981 | $86,981 | 12/31/2023 |
CALF | 1,810,981 | $86,981 | 12/31/2023 |
Harbour Investments Inc. | 1,788,580 | $85,905 | 12/31/2023 |
CALF | 1,788,580 | $85,905 | 12/31/2023 |
Advisor Group Holdings Inc. | 1,775,018 | $85,260 | 12/31/2023 |
CALF | 1,775,018 | $85,260 | 12/31/2023 |
Syntegra Private Wealth Group LLC | 1,658,337 | $79,650 | 12/31/2023 |
CALF | 1,658,337 | $79,650 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 1,369,890 | $65,796 | 12/31/2023 |
CALF | 1,369,890 | $65,796 | 12/31/2023 |
Benjamin F. Edwards & Company Inc. | 1,328,625 | $63,814 | 12/31/2023 |
CALF | 1,328,625 | $63,814 | 12/31/2023 |
Commonwealth Equity Services LLC | 1,167,881 | $56,093 | 12/31/2023 |
CALF | 1,167,881 | $56,093 | 12/31/2023 |
Envestnet Asset Management Inc. | 1,126,477 | $54,105 | 12/31/2023 |
CALF | 1,126,477 | $54,105 | 12/31/2023 |
Global Assets Advisory LLC | 1,094,504 | $53,806 | 03/31/2024 |
CALF | 1,094,504 | $53,806 | 03/31/2024 |
Amplius Wealth Advisors LLC | 1,033,356 | $50,799 | 03/31/2024 |
CALF | 1,033,356 | $50,799 | 03/31/2024 |
Artemis Wealth Advisors LLC | 1,033,970 | $49,662 | 12/31/2023 |
CALF | 1,033,970 | $49,662 | 12/31/2023 |
Confluence Investment Management LLC | 788,662 | $38,771 | 03/31/2024 |
CALF | 788,662 | $38,771 | 03/31/2024 |
Cetera Advisor Networks LLC | 764,574 | $36,722 | 12/31/2023 |
CALF | 764,574 | $36,722 | 12/31/2023 |
Orion Portfolio Solutions LLC | 683,860 | $32,299 | 12/31/2023 |
CALF | 683,860 | $32,299 | 12/31/2023 |
Paragon Wealth Strategies LLC | 661,236 | $31,759 | 12/31/2023 |
CALF | 661,236 | $31,759 | 12/31/2023 |
Ameriprise Financial Inc. | 647,103 | $31,023 | 12/31/2023 |
CALF | 647,103 | $31,023 | 12/31/2023 |
HHM Wealth Advisors LLC | 579,932 | $27,854 | 12/31/2023 |
CALF | 579,932 | $27,854 | 12/31/2023 |
Wealth Enhancement Advisory Services LLC | 536,382 | $26,369 | 03/31/2024 |
CALF | 536,382 | $26,369 | 03/31/2024 |
Janney Montgomery Scott LLC | 533,880 | $25,642 | 12/31/2023 |
CALF | 533,880 | $25,642 | 12/31/2023 |
Procyon Private Wealth Partners LLC | 489,756 | $24,076 | 03/31/2024 |
CALF | 489,756 | $24,076 | 03/31/2024 |
MML Investors Services LLC | 500,474 | $24,038 | 12/31/2023 |
CALF | 500,474 | $24,038 | 12/31/2023 |
GWM Advisors LLC | 485,892 | $23,064 | 12/31/2023 |
CALF | 485,892 | $23,064 | 12/31/2023 |
Thrivent Financial for Lutherans | 471,380 | $22,640 | 12/31/2023 |
CALF | 471,380 | $22,640 | 12/31/2023 |
Bogart Wealth LLC | 466,411 | $22,402 | 12/31/2023 |
CALF | 466,411 | $22,402 | 12/31/2023 |
Cetera Investment Advisers | 440,676 | $21,166 | 12/31/2023 |
CALF | 440,676 | $21,166 | 12/31/2023 |
Financial Management Network Inc. | 431,463 | $20,162 | 12/31/2023 |
CALF | 431,463 | $20,162 | 12/31/2023 |
JPMorgan Chase & Co. | 415,395 | $19,951 | 12/31/2023 |
CALF | 415,395 | $19,951 | 12/31/2023 |
NewEdge Wealth LLC | 411,212 | $19,751 | 12/31/2023 |
CALF | 411,212 | $19,751 | 12/31/2023 |
Pasadena Private Wealth LLC | 391,568 | $19,249 | 03/31/2024 |
CALF | 391,568 | $19,249 | 03/31/2024 |
CMC Financial Group | 404,896 | $18,856 | 12/31/2023 |
CALF | 404,896 | $18,856 | 12/31/2023 |
Teamwork Financial Advisors LLC | 370,415 | $18,210 | 03/31/2024 |
CALF | 370,415 | $18,210 | 03/31/2024 |
Pacer Advisors Inc. | 375,317 | $18,026 | 12/31/2023 |
CALF | 375,317 | $18,026 | 12/31/2023 |
Avantax Advisory Services Inc. | 367,209 | $17,637 | 12/31/2023 |
CALF | 367,209 | $17,637 | 12/31/2023 |
Buffington Mohr McNeal | 336,571 | $16,546 | 03/31/2024 |
CALF | 336,571 | $16,546 | 03/31/2024 |
Rockefeller Capital Management L.P. | 343,965 | $16,521 | 12/31/2023 |
CALF | 343,965 | $16,521 | 12/31/2023 |
Daymark Wealth Partners LLC | 325,404 | $15,997 | 03/31/2024 |
CALF | 325,404 | $15,997 | 03/31/2024 |
Kestra Advisory Services LLC | 330,979 | $15,897 | 12/31/2023 |
CALF | 330,979 | $15,897 | 12/31/2023 |
Cornerstone Wealth Management LLC | 321,648 | $15,812 | 03/31/2024 |
CALF | 321,648 | $15,812 | 03/31/2024 |
Howard Financial Services LTD. | 318,076 | $15,637 | 03/31/2024 |
CALF | 318,076 | $15,637 | 03/31/2024 |
Legacy CG LLC | 325,525 | $15,635 | 12/31/2023 |
CALF | 325,525 | $15,635 | 12/31/2023 |
Stratos Wealth Partners LTD. | 308,206 | $15,151 | 03/31/2024 |
CALF | 308,206 | $15,151 | 03/31/2024 |
See All: Funds Holding CALF
See Details: Top 10 Hedge Funds Holding CALF
Also See: CALF Holdings Changes
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