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Public ownership evidence

BlackRock ETF Trust II iShares Short-Term California Muni Active ETF (CALI) Ownership Disclosures

Read CALI insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Sankala Group LLC2026-06-302026-08-192,201$110,853None
Beacon Pointe Advisors, LLC2026-06-302026-08-1915,580$787,336None
GRAYBILL WEALTH MANAGEMENT, LTD.2026-06-302026-08-186,000$303,210None
Mutual Advisors, LLC2026-06-302026-08-1516,787$848,344None
Kera Capital Partners, Inc.2026-06-302026-08-1523,579$1,191,565None
VANCE WEALTH, LLC2026-06-302026-08-157,514$379,720None
Flatrock Wealth Partners LLC2026-06-302026-08-159,341$472,064None
Perennial Investment Advisors, LLC2026-06-302026-08-1520,929$1,057,646None
OSAIC HOLDINGS, INC.2026-06-302026-08-1518,260$922,769None
OSAIC HOLDINGS, INC.2026-06-302026-08-155,942$300,279None
OSAIC HOLDINGS, INC.2026-06-302026-08-153,276$165,594None
Betterment LLC2026-06-302026-08-154,758$240,000None
ABOUND FINANCIAL, LLC2026-06-302026-08-155,000$252,675None
Bristlecone Value Partners, LLC2026-06-302026-08-159,132$461,485None
Cerity Partners LLC2026-06-302026-08-1526,194$1,323,620None
CITADEL ADVISORS LLC2026-06-302026-08-153,988$201,534None
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC2026-06-302026-08-1517,000$859,095None
WELLS FARGO & COMPANY/MN2026-06-302026-08-151$43None
Ariadne Wealth Management, LP2026-06-302026-08-1412,927$653,267None
UBS Group AG2026-06-302026-08-1412,996$656,753None
Mariner, LLC2026-06-302026-08-1413,360$675,148None
Creative Planning2026-06-302026-08-147,624$385,279None
Elequin Capital, LP2026-06-302026-08-1464,841$3,276,740None
CAPTRUST FINANCIAL ADVISORS2026-06-302026-08-144,000$202,140None
MORGAN STANLEY2026-06-302026-08-142,500$126,338None
Sunrise Financial Services, LLC2026-06-302026-08-131,050$53,062None
SEEDS INVESTOR LLC2026-06-302026-08-137,713$389,776None
Smartleaf Asset Management LLC2026-06-302026-08-131,426$72,056None
Integrated Wealth Concepts LLC2026-06-302026-08-1358,359$2,949,180None
Strategic Wealth Partners, Ltd.2026-06-302026-08-13990$50,038None
Cetera Investment Advisers2026-06-302026-08-1314,262$720,730None
Aptus Capital Advisors, LLC2026-06-302026-08-131,547$78,178None
NewEdge Advisors, LLC2026-06-302026-08-137,959$402,208None
Anchor Bay Capital, Inc.2026-06-302026-08-125,000$251,874None
Pasadena Private Wealth, LLC2026-06-302026-08-1242,671$2,156,379None
V2 Financial group LLC2026-06-302026-08-1210,250$517,961None
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC2026-06-302026-08-129,137$461,738None
SWEENEY & MICHEL, LLC2026-06-302026-08-1284,322$4,246,067None
Integrated Advisors Network LLC2026-06-302026-08-125,946$300,482None
Stratos Wealth Partners, LTD.2026-06-302026-08-1228,644$1,447,525None
Allworth Financial LP2026-06-302026-08-121,560$78,835None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-121,968$99,453None
WealthCollab, LLC2026-06-302026-08-111,291$65,241None
Precision Wealth Strategies, LLC2026-06-302026-08-1148,758$2,463,966None
DeLarme Wealth Management, Inc.2026-06-302026-08-1196,404$4,871,776None
Savant Capital, LLC2026-06-302026-08-115,354$270,565None
FIRST AMERICAN TRUST, FSB2026-06-302026-08-112,749$138,921None
FIRST AMERICAN TRUST, FSB2026-06-302026-08-11101,096$5,108,891None

90-day public filing window, up to 50 source positions.

Sankala Group LLC ↗Beacon Pointe Advisors, LLC ↗GRAYBILL WEALTH MANAGEMENT, LTD. ↗Mutual Advisors, LLC ↗Kera Capital Partners, Inc. ↗VANCE WEALTH, LLC ↗Flatrock Wealth Partners LLC ↗Perennial Investment Advisors, LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.