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Institutional Holders of CALF

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.

HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE $1,184,898 12/31/2023
     CALF24,664,952$1,184,658 12/31/2023
     Call5,000$240 12/31/2023
Morgan Stanley10,047,043$482,560 12/31/2023
     CALF10,047,043$482,560 12/31/2023
Wells Fargo & Company MN5,681,054$272,861 12/31/2023
     CALF5,681,054$272,861 12/31/2023
Northwestern Mutual Wealth Management Co.4,112,454$197,521 12/31/2023
     CALF4,112,454$197,521 12/31/2023
LPL Financial LLC4,035,497$193,825 12/31/2023
     CALF4,035,497$193,825 12/31/2023
UBS Group AG2,696,750$129,525 12/31/2023
     CALF2,696,750$129,525 12/31/2023
Raymond James Financial Services Advisors Inc.2,547,964$122,379 12/31/2023
     CALF2,547,964$122,379 12/31/2023
Stifel Financial Corp2,427,541$116,595 12/31/2023
     CALF2,427,541$116,595 12/31/2023
Royal Bank of Canada2,073,206$99,575 12/31/2023
     CALF2,073,206$99,575 12/31/2023
Raymond James & Associates1,810,981$86,981 12/31/2023
     CALF1,810,981$86,981 12/31/2023
Harbour Investments Inc.1,788,580$85,905 12/31/2023
     CALF1,788,580$85,905 12/31/2023
Advisor Group Holdings Inc.1,775,018$85,260 12/31/2023
     CALF1,775,018$85,260 12/31/2023
Syntegra Private Wealth Group LLC1,658,337$79,650 12/31/2023
     CALF1,658,337$79,650 12/31/2023
Cambridge Investment Research Advisors Inc.1,369,890$65,796 12/31/2023
     CALF1,369,890$65,796 12/31/2023
Benjamin F. Edwards & Company Inc.1,328,625$63,814 12/31/2023
     CALF1,328,625$63,814 12/31/2023
Commonwealth Equity Services LLC1,167,881$56,093 12/31/2023
     CALF1,167,881$56,093 12/31/2023
Envestnet Asset Management Inc.1,126,477$54,105 12/31/2023
     CALF1,126,477$54,105 12/31/2023
Global Assets Advisory LLC1,094,504$53,806 03/31/2024
     CALF1,094,504$53,806 03/31/2024
Amplius Wealth Advisors LLC1,033,356$50,799 03/31/2024
     CALF1,033,356$50,799 03/31/2024
Artemis Wealth Advisors LLC1,033,970$49,662 12/31/2023
     CALF1,033,970$49,662 12/31/2023
Confluence Investment Management LLC788,662$38,771 03/31/2024
     CALF788,662$38,771 03/31/2024
Cetera Advisor Networks LLC764,574$36,722 12/31/2023
     CALF764,574$36,722 12/31/2023
Orion Portfolio Solutions LLC683,860$32,299 12/31/2023
     CALF683,860$32,299 12/31/2023
Paragon Wealth Strategies LLC661,236$31,759 12/31/2023
     CALF661,236$31,759 12/31/2023
Ameriprise Financial Inc.647,103$31,023 12/31/2023
     CALF647,103$31,023 12/31/2023
HHM Wealth Advisors LLC579,932$27,854 12/31/2023
     CALF579,932$27,854 12/31/2023
Wealth Enhancement Advisory Services LLC536,382$26,369 03/31/2024
     CALF536,382$26,369 03/31/2024
Janney Montgomery Scott LLC533,880$25,642 12/31/2023
     CALF533,880$25,642 12/31/2023
Procyon Private Wealth Partners LLC489,756$24,076 03/31/2024
     CALF489,756$24,076 03/31/2024
MML Investors Services LLC500,474$24,038 12/31/2023
     CALF500,474$24,038 12/31/2023
GWM Advisors LLC485,892$23,064 12/31/2023
     CALF485,892$23,064 12/31/2023
Thrivent Financial for Lutherans471,380$22,640 12/31/2023
     CALF471,380$22,640 12/31/2023
Bogart Wealth LLC466,411$22,402 12/31/2023
     CALF466,411$22,402 12/31/2023
Cetera Investment Advisers440,676$21,166 12/31/2023
     CALF440,676$21,166 12/31/2023
Financial Management Network Inc.431,463$20,162 12/31/2023
     CALF431,463$20,162 12/31/2023
JPMorgan Chase & Co.415,395$19,951 12/31/2023
     CALF415,395$19,951 12/31/2023
NewEdge Wealth LLC411,212$19,751 12/31/2023
     CALF411,212$19,751 12/31/2023
Pasadena Private Wealth LLC391,568$19,249 03/31/2024
     CALF391,568$19,249 03/31/2024
CMC Financial Group404,896$18,856 12/31/2023
     CALF404,896$18,856 12/31/2023
Teamwork Financial Advisors LLC370,415$18,210 03/31/2024
     CALF370,415$18,210 03/31/2024
Pacer Advisors Inc.375,317$18,026 12/31/2023
     CALF375,317$18,026 12/31/2023
Avantax Advisory Services Inc.367,209$17,637 12/31/2023
     CALF367,209$17,637 12/31/2023
Buffington Mohr McNeal336,571$16,546 03/31/2024
     CALF336,571$16,546 03/31/2024
Rockefeller Capital Management L.P.343,965$16,521 12/31/2023
     CALF343,965$16,521 12/31/2023
Daymark Wealth Partners LLC325,404$15,997 03/31/2024
     CALF325,404$15,997 03/31/2024
Kestra Advisory Services LLC330,979$15,897 12/31/2023
     CALF330,979$15,897 12/31/2023
Cornerstone Wealth Management LLC321,648$15,812 03/31/2024
     CALF321,648$15,812 03/31/2024
Howard Financial Services LTD.318,076$15,637 03/31/2024
     CALF318,076$15,637 03/31/2024
Legacy CG LLC325,525$15,635 12/31/2023
     CALF325,525$15,635 12/31/2023
Stratos Wealth Partners LTD.308,206$15,151 03/31/2024
     CALF308,206$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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