China Auto Logistics Inc. (CALI) Institutional Ownership
Q1 2026 13F Data|Updated 2026-06-13
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Institutional ownership increased this quarter (+9.14 pp), though top 10 holders maintain a highly concentrated 52.8% of institutional value.
Institutional Ownership52.9%$108M total value · ▲ +9.14 pp vs prior quarter
Can exceed 100% due to securities lending, short interest, and reporting timing differences.
Smart Money Score65 / 100Bullish
Based on ownership concentration, fund quality, buying/selling activity, conviction signals, and institutional trend.
Institutions & Flow90 holders+14 net flow (+24 / -10)
AI Insights & Key Takeaways
- Positive Institutional Flow (+14)
- Jane Street Group, Llc maintains a significant position
- Top 10 holders control 52.8% of institutional value
- No Insider Signal
Top Institutional Holders of CALI
Ranked by reported Q1 2026 13F market value
Top 10 Holders
52.8%
Top 25 Holders
74.8%
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 | — | 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 | — | 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 | — | 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 | — | 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 | — | 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). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in CALI — a direct measure of their conviction.
Quarterly Institutional Activity
Filings activity in CALI during Q1 2026, grouped by how each filer changed its position.
- JANE STREET GROUP, LLC$4.5M
- Apella Capital, LLC$3.1M
- Integrated Wealth Concepts LLC$2.7M
- Pasadena Private Wealth, LLC$1.6M
- McIlrath & Eck, LLC$1.4M
- Cerity Partners LLC$772K
- M. Kulyk & Associates, LLC$753K
- Independent Advisor Alliance$716K
- V2 Financial group LLC$499K
- Creative Planning$470K
- Bristlecone Value Partners, LLC$394K
- TCG Advisory Services, LLC$361K
CALI Institutional Ownership by Quarter
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ 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 | — | 8.93% | — | $18M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
CALI — Frequently Asked Questions
Quick answers to the most common questions about buying CALI stock.
What percentage of CALI is owned by institutions?
Based on Q1 2026 13F filings, institutional ownership of China Auto Logistics Inc. stands at 52.9%, held across 90 reporting institutions.
Who is the largest institutional holder of CALI?
LPL Financial LLC is the largest reported institutional holder of CALI, with approximately 244,383 shares worth $0.01B as of Q1 2026.
Is CALI a hedge fund favorite?
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of CALI, including JANE STREET GROUP, LLC.
What is CALI's Smart Money Score?
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.
How many institutions bought CALI this quarter?
24 institutions opened new positions in CALI during Q1 2026, while 10 fully exited. 36 added to existing positions and 29 trimmed.
How is institutional ownership of CALI changing?
CALI institutional ownership rose by 9.14 percentage points quarter-over-quarter, with a net change of +14 holders.
How concentrated is CALI ownership among the top holders?
The top 10 institutions account for 52.8% of all reported 13F value in CALI, and the top 25 account for 74.8%.
Where does this CALI institutional ownership data come from?
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.