CAM Institutional Ownership
Alliance Bernstein - AB California Intermediate Municipal ETF
1W: +0.1%
1M: -2.3%
3M: -4.1%
YTD: -3.8%
1Y: -53.7%
3Y: -62.8%
5Y: -51.4%
$24.09
-0.03 (-0.12%)
Weekly Expected Move ±0.6%
$24
$24
$24
$24
$24
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — CAM
56
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
1B
Total Invested
9
New Positions
24
Increased
12
Reduced
6
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (61 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | ALLIANCEBERNSTEIN L.P. | 35,257,394 | 849M | +866,779 | +2.5% | 3Q | SEC ↗ |
| 2 | WELLS FARGO & COMPANY/MN | 1,951,058 | 47M | +950,139 | +94.9% | 3Q | SEC ↗ |
| 3 | MORGAN STANLEY | 798,103 | 19M | +28,165 | +3.7% | 3Q | SEC ↗ |
| 4 | LPL Financial LLC | 516,380 | 12M | +33,786 | +7.0% | 3Q | SEC ↗ |
| 5 | DDFG, Inc | 441,625 | 11M | -4,716 | -1.1% | 3Q | SEC ↗ |
| 6 | BANK OF AMERICA CORP /DE | 372,489 | 9M | +9,791 | +2.7% | 3Q | SEC ↗ |
| 7 | FIRST AMERICAN TRUST, FSB | 285,716 | 7M | +152,890 | +115.1% | 2Q | SEC ↗ |
| 8 | UBS Group AG | 234,257 | 6M | +15,680 | +7.2% | 3Q | SEC ↗ |
| 9 | OSAIC HOLDINGS, INC. | 181,178 | 4M | +150,639 | +493.3% | 3Q | SEC ↗ |
| 10 | Planned Solutions, Inc. | 131,367 | 3M | +25,219 | +23.8% | 3Q | SEC ↗ |
| 11 | JANE STREET GROUP, LLC | 126,103 | 3M | +98,439 | +355.8% | 3Q | SEC ↗ |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | 79,040 | 2M | +20,992 | +36.2% | 3Q | SEC ↗ |
| 13 | GUGGENHEIM CAPITAL LLC NEW | 77,598 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 14 | Cambridge Investment Research Advisors | 71,028 | 2M | +22,696 | +47.0% | 2Q | SEC ↗ |
| 15 | Elequin Capital, LP NEW | 70,620 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 16 | Cetera Investment Advisers | 64,300 | 2M | +797 | +1.3% | 3Q | SEC ↗ |
| 17 | RAYMOND JAMES FINANCIAL INC | 61,190 | 1M | +4,069 | +7.1% | 3Q | SEC ↗ |
| 18 | FIFTH THIRD BANCORP | 59,504 | 1M | — | +0.0% | 2Q | SEC ↗ |
| 19 | Golden State Wealth Management, LLC | 56,893 | 1M | -162,836 | -74.1% | 3Q | SEC ↗ |
| 20 | JSF Financial, LLC | 50,687 | 1M | -1,830 | -3.5% | 3Q | SEC ↗ |
| 21 | Beacon Pointe Advisors, LLC | 43,707 | 1M | +29,355 | +204.5% | 3Q | SEC ↗ |
| 22 | FF Advisors,LLC | 39,332 | 948K | — | +0.0% | 2Q | SEC ↗ |
| 23 | Bleakley Financial Group, LLC | 38,433 | 926K | -54 | -0.1% | 3Q | SEC ↗ |
| 24 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 37,463 | 902K | +20,708 | +123.6% | 3Q | SEC ↗ |
| 25 | Sanctuary Advisors, LLC | 24,042 | 579K | +11,580 | +92.9% | 2Q | SEC ↗ |
| 26 | GOLDMAN SACHS GROUP INC NEW | 23,134 | 557K | — | +0.0% | 1Q | SEC ↗ |
| 27 | JPMORGAN CHASE & CO | 22,405 | 540K | -250,949 | -91.8% | 2Q | SEC ↗ |
| 28 | HighTower Advisors, LLC | 21,483 | 518K | +1,300 | +6.4% | 3Q | SEC ↗ |
| 29 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 18,466 | 445K | -6,669 | -26.5% | 3Q | SEC ↗ |
| 30 | MGO ONE SEVEN LLC | 18,418 | 444K | +5,000 | +37.3% | 3Q | SEC ↗ |
| 31 | Arax Advisory Partners | 16,470 | 397K | — | +0.0% | 3Q | SEC ↗ |
| 32 | Perigon Wealth Management, LLC | 14,487 | 349K | — | +0.0% | 3Q | SEC ↗ |
| 33 | Equitable Holdings, Inc. | 13,765 | 332K | +108 | +0.8% | 3Q | SEC ↗ |
| 34 | ENVESTNET ASSET MANAGEMENT INC | 12,871 | 310K | +79 | +0.6% | 2Q | SEC ↗ |
| 35 | Diversify Advisory Services, LLC NEW | 12,017 | 289K | — | +0.0% | 1Q | SEC ↗ |
| 36 | DIVERSIFY WEALTH MANAGEMENT, LLC | 12,017 | 289K | — | +0.0% | 2Q | SEC ↗ |
| 37 | EP Wealth Advisors, LLC NEW | 11,580 | 279K | — | +0.0% | 1Q | SEC ↗ |
| 38 | Cerity Partners LLC | 11,458 | 276K | — | +0.0% | 3Q | SEC ↗ |
| 39 | Paragon Capital Management Ltd | 11,311 | 272K | +2 | +0.0% | 3Q | SEC ↗ |
| 40 | Capital Advantage, Inc. | 10,707 | 258K | — | +0.0% | 3Q | SEC ↗ |
| 41 | STIFEL FINANCIAL CORP | 9,410 | 227K | — | +0.0% | 3Q | SEC ↗ |
| 42 | Tower Research Capital LLC (TRC) | 8,904 | 214K | — | +0.0% | 3Q | SEC ↗ |
| 43 | Tortoise Investment Management, LLC NEW | 8,900 | 214K | — | +0.0% | 1Q | SEC ↗ |
| 44 | MERCER GLOBAL ADVISORS INC /ADV NEW | 8,880 | 214K | — | +0.0% | 1Q | SEC ↗ |
| 45 | NWF Advisory Services Inc. NEW | 8,457 | 204K | — | +0.0% | 1Q | SEC ↗ |
| 46 | Sowell Financial Services LLC | 8,371 | 202K | +29 | +0.3% | 2Q | SEC ↗ |
| 47 | FMR LLC | 7,430 | 179K | +2,068 | +38.6% | 3Q | SEC ↗ |
| 48 | Steward Partners Investment Advisory, | 1,877 | 45K | — | +0.0% | 2Q | SEC ↗ |
| 49 | Capital Analysts, LLC | 1,505 | 36K | — | +0.0% | 2Q | SEC ↗ |
| 50 | North Ridge Wealth Advisors, Inc. NEW | 485 | 12K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (10)
| Holder | Shares | Value |
|---|---|---|
| GUGGENHEIM CAPITAL LLC | 77,598 | 2M |
| Elequin Capital, LP | 70,620 | 2M |
| GOLDMAN SACHS GROUP INC | 23,134 | 557K |
| Diversify Advisory Services, LLC | 12,017 | 289K |
| EP Wealth Advisors, LLC | 11,580 | 279K |
| Tortoise Investment Management, LLC | 8,900 | 214K |
| MERCER GLOBAL ADVISORS INC /ADV | 8,880 | 214K |
| NWF Advisory Services Inc. | 8,457 | 204K |
| North Ridge Wealth Advisors, Inc. | 485 | 12K |
| Russell Investments Group, Ltd. | 9 | 0K |
Sold Out (10)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Retirement Planning Group, LLC | 20,535 | 495K |
| West Family Investments, Inc. | 18,384 | 443K |
| Envestnet Portfolio Solutions, Inc. | 10,765 | 259K |
| CITADEL ADVISORS LLC | 10,154 | 245K |
| Weaver Consulting Group | 9,543 | 230K |
| HRT FINANCIAL LP | 8,963 | 216K |
| New England Private Wealth Advisors | 8,561 | 206K |
| Advisory Services Network, LLC | 5,493 | 132K |
| Kestra Advisory Services, LLC | 3,696 | 89K |
| ROYAL BANK OF CANADA | 816 | 20K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| WELLS FARGO & COMPANY/MN | +950,139 | +94.9% | 1,951,058 |
| ALLIANCEBERNSTEIN L.P. | +866,779 | +2.5% | 35,257,394 |
| FIRST AMERICAN TRUST, FSB | +152,890 | +115.1% | 285,716 |
| OSAIC HOLDINGS, INC. | +150,639 | +493.3% | 181,178 |
| JANE STREET GROUP, LLC | +98,439 | +355.8% | 126,103 |
| LPL Financial LLC | +33,786 | +7.0% | 516,380 |
| Beacon Pointe Advisors, LLC | +29,355 | +204.5% | 43,707 |
| MORGAN STANLEY | +28,165 | +3.7% | 798,103 |
| Planned Solutions, Inc. | +25,219 | +23.8% | 131,367 |
| Cambridge Investment Research Advis | +22,696 | +47.0% | 71,028 |
| COMMONWEALTH EQUITY SERVICES, LLC | +20,992 | +36.2% | 79,040 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +20,708 | +123.6% | 37,463 |
| UBS Group AG | +15,680 | +7.2% | 234,257 |
| Sanctuary Advisors, LLC | +11,580 | +92.9% | 24,042 |
| BANK OF AMERICA CORP /DE | +9,791 | +2.7% | 372,489 |
| MGO ONE SEVEN LLC | +5,000 | +37.3% | 18,418 |
| RAYMOND JAMES FINANCIAL INC | +4,069 | +7.1% | 61,190 |
| FMR LLC | +2,068 | +38.6% | 7,430 |
| HighTower Advisors, LLC | +1,300 | +6.4% | 21,483 |
| Cetera Investment Advisers | +797 | +1.3% | 64,300 |
Biggest Decreases (6)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JPMORGAN CHASE & CO | -250,949 | -91.8% | 22,405 |
| Golden State Wealth Management, LLC | -162,836 | -74.1% | 56,893 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -6,669 | -26.5% | 18,466 |
| DDFG, Inc | -4,716 | -1.1% | 441,625 |
| JSF Financial, LLC | -1,830 | -3.5% | 50,687 |
| Bleakley Financial Group, LLC | -54 | -0.1% | 38,433 |