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Franklin California Municipal Income ETF

75 hedge funds and large institutions have $56.6M invested in Franklin California Municipal Income ETF in 2026 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 29 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SBCM
51
Silverberg Bernstein Capital Management
New York
$168K
W
52
WorthPointe
California
$147K
EWA
53
EP Wealth Advisors
California
$144K
EWM
54
Empirical Wealth Management
Washington
$142K
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$133K
ACM
56
Advisors Capital Management
New Jersey
$130K
CL
57
CLG LLC
California
$124K
AssetMark Inc
58
AssetMark Inc
California
$123K
PIA
59
Perennial Investment Advisors
California
$115K
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$112K
CRWM
61
Castle Rock Wealth Management
California
$101K
GIA
62
Gladstone Institutional Advisory
Florida
$96.1K
CAM
63
Cresset Asset Management
Illinois
$95K
TW
64
Trajan Wealth
Arizona
$86.9K
AIP
65
Ameritas Investment Partners
Nebraska
$83.4K
ATPW
66
Ashton Thomas Private Wealth
Arizona
$71.3K
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$51K
WWM
68
Wolff Wiese Magana
California
$33.1K
GSWM
69
Golden State Wealth Management
California
$24.3K
FFA
70
Farther Finance Advisors
California
$7.15K
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$5.94K
CSC
72
Caldwell Sutter Capital
California
$3.46K
Franklin Resources
73
Franklin Resources
California
$2.81K
Fidelity Investments
74
Fidelity Investments
Massachusetts
$823
MCM
75
MAI Capital Management
Ohio
$8