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AB California Inter Muni ETF (CAM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Ddfg, Inc
INCREASED
Shares463,907 from 441,625
Change+22,282 (+5%)
Value$11.2M (+$64.2K)
Filed 2026-10-15
LPL Financial LLC
DECREASED
Shares461,706 from 516,380
Change-54,674 (-11%)
Value$11.1M (-$1.9M)
Filed 2026-11-06
Planned Solutions, Inc.
INCREASED
Shares158,118 from 131,367
Change+26,751 (+20%)
Value$3.8M (+$503.9K)
Filed 2026-10-19
FF Advisors,LLC
INCREASED
Shares74,232 from 39,332
Change+34,900 (+89%)
Value$1.8M (+$798.7K)
Filed 2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares69,067 from 71,028
Change-1,961 (-3%)
Value$1.7M (-$123.0K)
Filed 2026-11-02
Fifth Third Bancorp
INCREASED
Shares60,010 from 59,504
Change+506 (+1%)
Value$1.4M (-$51.5K)
Filed 2026-11-05
Commonwealth Equity Services, LLC
DECREASED
Shares57,260 from 79,040
Change-21,780 (-28%)
Value$1.4M (-$609.3K)
Filed 2026-11-02
JSF Financial, LLC
INCREASED
Shares55,450 from 50,687
Change+4,763 (+9%)
Value$1.3M (+$60.5K)
Filed 2026-10-22
Lido Advisors, LLC
NEW
Shares32,161
Change+32,161
Value$774.8K
Filed 2026-11-04
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares20,535 from 37,463
Change-16,928 (-45%)
Value$493.5K (-$444.6K)
Filed 2026-10-13
MGO One Seven LLC
INCREASED
Shares20,418 from 18,418
Change+2,000 (+11%)
Value$491.9K (+$28.5K)
Filed 2026-10-28
Gerber Kawasaki Wealth & Investment Management
NEW
Shares20,305
Change+20,305
Value$489.2K
Filed 2026-10-29
Capital Advantage, Inc.
INCREASED
Shares17,465 from 10,707
Change+6,758 (+63%)
Value$420.7K (+$151.3K)
Filed 2026-10-14
Perigon Wealth Management, LLC
UNCHANGED
Shares14,487 from 14,487
Change0 (0%)
Value$349.0K (-$15.5K)
Filed 2026-10-22
Madison Park Capital Advisors, LLC
NEW
Shares13,571
Change+13,571
Value$326.9K
Filed 2026-10-28
Diversify Wealth Management, LLC
UNCHANGED
Shares12,017 from 12,017
Change0 (0%)
Value$292.1K (-$6.6K)
Filed 2026-10-20
Diversify Advisory Services, LLC
UNCHANGED
Shares12,017 from 12,017
Change0 (0%)
Value$292.1K (-$6.6K)
Filed 2026-10-20
Paragon Capital Management Ltd
INCREASED
Shares11,312 from 11,311
Change+1 (+0%)
Value$272.5K (-$12.1K)
Filed 2026-10-09
NWF Advisory Services Inc.
UNCHANGED
Shares8,457 from 8,457
Change0 (0%)
Value$203.7K (-$9.0K)
Filed 2026-10-19
Golden State Wealth Management, LLC
DECREASED
Shares810 from 56,893
Change-56,083 (-99%)
Value$19.5K (-$1.4M)
Filed 2026-11-02
Russell Investments Group, Ltd.
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$217 (-$9)
Filed 2026-11-06
Tortoise Investment Management, LLC
CLOSED
Shares0 from 8,900
Change-8,900 (-100%)
Value$0 (-$223.9K)
Filed 2026-11-06
Sowell Financial Services LLC
CLOSED
Shares0 from 8,371
Change-8,371 (-100%)
Value$0 (-$210.6K)
Filed 2026-10-23
Alliancebernstein L.P.
N/A
Shares— from 35,257,394
Change-35,257,394 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,951,058
Change-1,951,058 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 798,103
Change-798,103 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 372,489
Change-372,489 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 285,716
Change-285,716 (-100%)
Value—
UBS Group AG
N/A
Shares— from 234,257
Change-234,257 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 181,178
Change-181,178 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 126,103
Change-126,103 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 77,598
Change-77,598 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 70,620
Change-70,620 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 64,300
Change-64,300 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 61,190
Change-61,190 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 43,707
Change-43,707 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 38,433
Change-38,433 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 24,042
Change-24,042 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 23,134
Change-23,134 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 22,405
Change-22,405 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 21,483
Change-21,483 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 18,466
Change-18,466 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 16,470
Change-16,470 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 13,765
Change-13,765 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 12,871
Change-12,871 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 11,580
Change-11,580 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 11,458
Change-11,458 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 9,410
Change-9,410 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 8,904
Change-8,904 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 8,880
Change-8,880 (-100%)
Value—
FMR LLC
N/A
Shares— from 7,430
Change-7,430 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,877
Change-1,877 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 1,505
Change-1,505 (-100%)
Value—
Status
Ddfg, Inc
INCREASED463,907441,625+22,282+5%$11.1M$11.2M+$64.2K2026-10-15
LPL Financial LLC
DECREASED461,706516,380-54,674-11%$13.0M$11.1M-$1.9M2026-11-06
Planned Solutions, Inc.
INCREASED158,118131,367+26,751+20%$3.3M$3.8M+$503.9K2026-10-19
FF Advisors,LLC
INCREASED74,23239,332+34,900+89%$989.6K$1.8M+$798.7K2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED69,06771,028-1,961-3%$1.8M$1.7M-$123.0K2026-11-02
Fifth Third Bancorp
INCREASED60,01059,504+506+1%$1.5M$1.4M-$51.5K2026-11-05
Commonwealth Equity Services, LLC
DECREASED57,26079,040-21,780-28%$2.0M$1.4M-$609.3K2026-11-02
JSF Financial, LLC
INCREASED55,45050,687+4,763+9%$1.3M$1.3M+$60.5K2026-10-22
Lido Advisors, LLC
NEW32,161—+32,161——$774.8K—2026-11-04
Wealth Enhancement Advisory Services, LLC
DECREASED20,53537,463-16,928-45%$938.1K$493.5K-$444.6K2026-10-13
MGO One Seven LLC
INCREASED20,41818,418+2,000+11%$463.4K$491.9K+$28.5K2026-10-28
Gerber Kawasaki Wealth & Investment Management
NEW20,305—+20,305——$489.2K—2026-10-29
Capital Advantage, Inc.
INCREASED17,46510,707+6,758+63%$269.4K$420.7K+$151.3K2026-10-14
Perigon Wealth Management, LLC
UNCHANGED14,48714,48700%$364.5K$349.0K-$15.5K2026-10-22
Madison Park Capital Advisors, LLC
NEW13,571—+13,571——$326.9K—2026-10-28
Diversify Wealth Management, LLC
UNCHANGED12,01712,01700%$298.7K$292.1K-$6.6K2026-10-20
Diversify Advisory Services, LLC
UNCHANGED12,01712,01700%$298.7K$292.1K-$6.6K2026-10-20
Paragon Capital Management Ltd
INCREASED11,31211,311+1+0%$284.6K$272.5K-$12.1K2026-10-09
NWF Advisory Services Inc.
UNCHANGED8,4578,45700%$212.8K$203.7K-$9.0K2026-10-19
Golden State Wealth Management, LLC
DECREASED81056,893-56,083-99%$1.4M$19.5K-$1.4M2026-11-02
Russell Investments Group, Ltd.
UNCHANGED9900%$226$217-$92026-11-06
Tortoise Investment Management, LLC
CLOSED08,900-8,900-100%$223.9K$0-$223.9K2026-11-06
Sowell Financial Services LLC
CLOSED08,371-8,371-100%$210.6K$0-$210.6K2026-10-23
Alliancebernstein L.P.
N/A—35,257,394-35,257,394-100%$880.3M———
Wells Fargo & Company
N/A—1,951,058-1,951,058-100%$49.1M———
Morgan Stanley
N/A—798,103-798,103-100%$20.1M———
Bank of America Corp
N/A—372,489-372,489-100%$9.4M———
First American Trust, FSB
N/A—285,716-285,716-100%$7.2M———
UBS Group AG
N/A—234,257-234,257-100%$5.9M———
Osaic Holdings, Inc.
N/A—181,178-181,178-100%$4.6M———
Jane Street Group, LLC
N/A—126,103-126,103-100%$3.2M———
Guggenheim Capital LLC
N/A—77,598-77,598-100%$2.0M———
Elequin Capital, LP
N/A—70,620-70,620-100%$1.8M———
Cetera Investment Advisers
N/A—64,300-64,300-100%$1.6M———
Raymond James Financial Inc
N/A—61,190-61,190-100%$1.5M———
Beacon Pointe Advisors, LLC
N/A—43,707-43,707-100%$1.1M———
Bleakley Financial Group, LLC
N/A—38,433-38,433-100%$967.0K———
Sanctuary Advisors, LLC
N/A—24,042-24,042-100%$604.9K———
Goldman Sachs Group Inc
N/A—23,134-23,134-100%$582.1K———
JPMorgan Chase & Co
N/A—22,405-22,405-100%$563.7K———
HighTower Advisors, LLC
N/A—21,483-21,483-100%$540.5K———
Northwestern Mutual Wealth Management Co
N/A—18,466-18,466-100%$464.6K———
Arax Advisory Partners
N/A—16,470-16,470-100%$414.4K———
Equitable Holdings, Inc.
N/A—13,765-13,765-100%$346.3K———
Envestnet Asset Management Inc
N/A—12,871-12,871-100%$323.8K———
EP Wealth Advisors, LLC
N/A—11,580-11,580-100%$291.4K———
Cerity Partners LLC
N/A—11,458-11,458-100%$288.3K———
Stifel Financial Corp
N/A—9,410-9,410-100%$236.8K———
Tower Research Capital LLC (TRC)
N/A—8,904-8,904-100%$224.0K———
Mercer Global Advisors Inc
N/A—8,880-8,880-100%$223.4K———
FMR LLC
N/A—7,430-7,430-100%$187.0K———
Steward Partners Investment Advisory, LLC
N/A—1,877-1,877-100%$47.2K———
Capital Analysts, LLC
N/A—1,505-1,505-100%$38.0K———
Showing 53 of 53 institutions