Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in CALI held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 244K | $12.3M | +41.5% | 6.058% | 0.00% |
| 2 | Elmwood Wealth Management, Inc. | 212K | $10.7M | +29.0% | 5.254% | 2.96% |
| 3 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 142K | $7.1M | +4.9% | 3.511% | 0.02% |
| 4 | DeLarme Wealth Management, Inc. | 89K | $4.5M | +27.5% | 2.210% | 2.90% |
| 5 | JANE STREET GROUP, LLC | 89K | $4.5M | β | 2.210% | 0.04% |
| 6 | NDWM LLC | 84K | $4.2M | +28.9% | 2.078% | 2.74% |
| 7 | Miracle Mile Advisors, LLC | 81K | $4.1M | +198.1% | 2.002% | 0.06% |
| 8 | SWEENEY & MICHEL, LLC | 67K | $3.4M | +22.7% | 1.659% | 0.99% |
| 9 | Apella Capital, LLC | 61K | $3.1M | β | 1.506% | 0.05% |
| 10 | FIRST AMERICAN TRUST, FSB | 60K | $3.0M | +49.0% | 1.477% | 0.20% |
| 11 | Integrated Wealth Concepts LLC | 53K | $2.7M | β | 1.311% | 0.02% |
| 12 | CITIZENS FINANCIAL GROUP INC/RI | 51K | $2.6M | -27.8% | 1.263% | 0.04% |
| 13 | AXXCESS WEALTH MANAGEMENT, LLC | 35K | $1.8M | -18.3% | 0.872% | 0.06% |
| 14 | Mariner, LLC | 34K | $1.7M | -1.2% | 0.843% | 0.00% |
| 15 | Pasadena Private Wealth, LLC | 32K | $1.6M | β | 0.802% | 0.23% |
| 16 | HighTower Advisors, LLC | 32K | $1.6M | -0.9% | 0.792% | 0.00% |
| 17 | Savvy Advisors, Inc. | 32K | $1.6M | -1.8% | 0.786% | 0.04% |
| 18 | FINANCIAL MANAGEMENT NETWORK INC | 31K | $1.6M | -36.0% | 0.763% | 0.24% |
| 19 | McIlrath & Eck, LLC | 28K | $1.4M | β | 0.683% | 0.10% |
| 20 | CARY STREET PARTNERS FINANCIAL LLC | 26K | $1.3M | 0.0% | 0.650% | 0.03% |
| 21 | Perigon Wealth Management, LLC | 24K | $1.2M | 0.0% | 0.602% | 0.02% |
| 22 | KANAWHA CAPITAL MANAGEMENT LLC | 24K | $1.2M | +26.3% | 0.595% | 0.09% |
| 23 | TriaGen Wealth Management LLC | 23K | $1.2M | +51.3% | 0.569% | 0.32% |
| 24 | Atlas Private Wealth Advisors | 22K | $1.1M | +105.9% | 0.545% | 0.26% |
| 25 | KWB Wealth | 21K | $1.1M | 0.0% | 0.529% | 0.11% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in CALI β a direct measure of their conviction.
Filings activity in CALI during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new CALI position in Q1 2026
Institutions that fully closed their CALI position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 90 | +18% | 52.91% | +9.14 pp | $108M | +21% |
| Q4 2025 | 76 | +15% | 43.77% | +12.36 pp | $89M | +39% |
| Q3 2025 | 66 | +35% | 31.41% | +7.13 pp | $64M | +29% |
| Q2 2025 | 49 | +53% | 24.28% | +11.41 pp | $49M | +89% |
| Q1 2025 | 32 | +68% | 12.87% | +4.47 pp | $26M | +53% |
| Q4 2024 | 19 | +0.0% | 8.40% | +0.32 pp | $17M | +4.0% |
| Q3 2024 | 19 | +27% | 8.08% | 0.85 pp | $16M | 9.5% |
| Q2 2024 | 15 | β | 8.93% | β | $18M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying CALI stock.
Based on Q1 2026 13F filings, institutional ownership of China Auto Logistics Inc. stands at 52.9%, held across 90 reporting institutions.
LPL Financial LLC is the largest reported institutional holder of CALI, with approximately 244,383 shares worth $0.01B as of Q1 2026.
Yes β 1 widely-followed marquee investor appear among the top 25 institutional holders of CALI, including JANE STREET GROUP, LLC.
Our composite Smart Money Score for CALI is 65 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
24 institutions opened new positions in CALI during Q1 2026, while 10 fully exited. 36 added to existing positions and 29 trimmed.
CALI institutional ownership rose by 9.14 percentage points quarter-over-quarter, with a net change of +14 holders.
The top 10 institutions account for 52.8% of all reported 13F value in CALI, and the top 25 account for 74.8%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
China Auto Logistics Inc. (CALI) Institutional Ownership