CAM institutional holders

AB California Intermediate Municipal ETF · 52 reporting institutions · $1B reported value

Funds that can replace CAM · CAM return decomposition

Institutional holdings

Institutions reporting CAM, largest first
InstitutionReported positionAdvisors at firmReport period
Alliancebernstein LP$880.3M5172026-06-30
Wells Fargo & Company/mn$49.1M02026-06-30
Morgan Stanley$20.1M23,1852026-06-30
Lpl Financial LLC$13M23,4582026-06-30
Ddfg, Inc$11.1M52026-06-30
Bank of America Corp /de$9.4M02026-06-30
First American Trust, Fsb$7.2M02026-06-30
UBS Group AG$5.9M02026-06-30
Osaic Holdings, Inc.$4.6M02026-06-30
Planned Solutions, Inc.$3.3M82026-06-30
Jane Street Group, LLC$3.2M02026-06-30
Commonwealth Equity Services, LLC$2M2,8632026-06-30
Guggenheim Capital LLC$2M02026-06-30
Elequin Capital, LP$1.8M02026-06-30
Cetera Investment Advisers$1.6M10,3702026-06-30
Raymond James Financial Inc$1.5M02026-06-30
Fifth Third Bancorp$1.5M02026-06-30
Golden State Wealth Management, LLC$1.4M472026-06-30
Jsf Financial, LLC$1.3M122026-06-30
Comerica Bank$1.3M02025-12-31
Beacon Pointe Advisors, LLC$1.1M4662026-06-30
Ff Advisors, LLC$989.6K02026-06-30
Bleakley Financial Group, LLC$967K1242026-06-30
Wealth Enhancement Advisory Services, LLC$938.1K1,0262026-06-30
Sanctuary Advisors, LLC$604.9K4012026-06-30
Goldman Sachs Group Inc$582.1K02026-06-30
Jpmorgan Chase & Co$563.7K02026-06-30
Hightower Advisors, LLC$540.5K1,0462026-06-30
Northwestern Mutual Wealth Management Co$464.6K02026-06-30
Mgo One Seven LLC$463.4K1182026-06-30
Arax Advisory Partners$414.4K2322026-06-30
Perigon Wealth Management, LLC$364.5K922026-06-30
Equitable Holdings, Inc.$346.3K02026-06-30
Envestnet Pmc$323.8K602026-06-30
Diversify Advisory Services, LLC$298.7K1162026-06-30
Diversify Wealth Management, LLC$298.7K782026-06-30
Ep Wealth Advisors, LLC$291.4K3382026-06-30
Cerity Partners LLC$288.3K7772026-06-30
Paragon Capital Management Ltd$284.6K02026-06-30
Capital Advantage, Inc.$269.4K82026-06-30
Stifel Financial Corp$236.8K02026-06-30
Tower Research Capital LLC (trc)$224K02026-06-30
Tortoise Investment Management, LLC$223.9K152026-06-30
Mercer Global Advisors Inc /adv$223.4K02026-06-30
Nwf Advisory Services Inc.$212.8K1062026-06-30
Sowell Financial Services LLC$210.6K1082026-06-30
Fmr LLC$187K02026-06-30
Steward Partners Investment Advisory, LLC$47.2K4812026-06-30
North Ridge Wealth Advisors, Inc.$12.1K02026-03-31
Cambridge Investment Research Advisors, Inc.$1.2K3,9402026-03-31
Russell Investments Group, Ltd.$22602026-06-30
Capital Analysts, LLC$386082026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-12-31 to 2026-06-30