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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
ETF AMEX · AUM $1.2B

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 ↗
Biggest Increases (20)
HolderAddedChange %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)
HolderReducedChange %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

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms