Who Owns CA MUNICIPAL BONDS (CMF)? -- Institutional Holders (2026-06-30)

382 institutions reported holding $3.67B of CA MUNICIPAL BONDS (CMF) in SEC 13F filings for 2026-06-30. Largest institutional holders: Sixth Street Partners Management Company, L.P. ($564.6M), CHARLES SCHWAB INVESTMENT MANAGEMENT INC ($564.6M), Wealthfront Advisers LLC ($419.4M), BANK OF AMERICA CORP /DE/ ($113.9M), MORGAN STANLEY ($111.6M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Sixth Street Partners Management Company, L.P.	$564.6M	9.8M	New
2	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$564.6M	9.8M	Added
3	Wealthfront Advisers LLC	$419.4M	7.3M	Added
4	BANK OF AMERICA CORP /DE/	$113.9M	2.0M	Added
5	MORGAN STANLEY	$111.6M	1.9M	Added
6	Facet Wealth, Inc.	$100.9M	1.8M	Added
7	FMR LLC	$100.4M	1.7M	Trimmed
8	EP Wealth Advisors, LLC	$97.5M	1.7M	Added
9	SYON CAPITAL LLC	$80.4M	1.4M	Added
10	LPL Financial LLC	$75.6M	1.3M	Added
11	BAILARD, INC.	$69.9M	1.2M	Trimmed
12	ENVESTNET ASSET MANAGEMENT INC	$64.5M	1.1M	Added
13	Mariner, LLC	$53.7M	931,425	Added
14	BlackRock, Inc.	$49.9M	865,882	Trimmed
15	JPMORGAN CHASE & CO	$39.8M	690,685	Added
16	WELLS FARGO & COMPANY/MN	$38.4M	667,037	Added
17	TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	$38.4M	666,348	Added
18	MERCER GLOBAL ADVISORS INC /ADV	$36.0M	624,565	Trimmed
19	Royal Bank of Canada	$29.4M	510,220	Added
20	UBS Group AG	$29.0M	503,444	Trimmed
21	GUGGENHEIM CAPITAL LLC	$27.5M	477,670	Added
22	Focus Partners Wealth	$26.2M	455,178	Added
23	ASSETMARK, INC	$25.1M	436,085	Added
24	Cerity Partners LLC	$22.5M	390,584	Added
25	West Wealth Group, LLC	$22.2M	384,830	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30