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

145 institutions reported holding $866.1M of CA MUNICIPAL BONDS (PWZ) in SEC 13F filings for 2026-06-30. Largest institutional holders: Wealthfront Advisers LLC ($428.5M), MERCER GLOBAL ADVISORS INC /ADV ($85.3M), Gerber Kawasaki Wealth & Investment Management ($51.3M), Miracle Mile Advisors, LLC ($30.5M), SYON CAPITAL LLC ($30.2M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Wealthfront Advisers LLC	$428.5M	17.5M	Added
2	MERCER GLOBAL ADVISORS INC /ADV	$85.3M	3.5M	Added
3	Gerber Kawasaki Wealth & Investment Management	$51.3M	2.1M	Added
4	Miracle Mile Advisors, LLC	$30.5M	1.2M	Added
5	SYON CAPITAL LLC	$30.2M	1.2M	Added
6	BANK OF AMERICA CORP /DE/	$29.8M	1.2M	Added
7	GUGGENHEIM CAPITAL LLC	$25.2M	1.0M	Added
8	EP Wealth Advisors, LLC	$19.3M	788,637	Added
9	LPL Financial LLC	$16.7M	682,964	Added
10	MORGAN STANLEY	$15.3M	625,770	Added
11	FIRST FOUNDATION ADVISORS	$9.3M	379,879	Added
12	Shared Vision Wealth Group LLC	$7.6M	310,889	Added
13	JPMORGAN CHASE & CO	$7.3M	297,671	Added
14	Pure Financial Advisors, LLC	$7.0M	284,900	Added
15	Robertson Stephens Wealth Management, LLC	$5.8M	238,198	Added
16	WELLS FARGO & COMPANY/MN	$4.5M	183,517	Trimmed
17	FIRST AMERICAN TRUST, FSB	$4.2M	169,374	Trimmed
18	HighTower Advisors, LLC	$3.6M	145,793	Added
19	Chatterton & Associates Inc.	$3.5M	144,898	Added
20	Elmwood Wealth Management, Inc.	$3.5M	141,077	Trimmed
21	KEYBANK NATIONAL ASSOCIATION/OH	$3.3M	133,243	Added
22	Affinity Capital Advisors, LLC	$3.0M	123,281	Added
23	JONES FINANCIAL COMPANIES LLLP	$3.0M	123,367	Added
24	FMR LLC	$2.7M	110,870	Added
25	Farther Finance Advisors, LLC	$2.5M	100,617	Added

Source: SEC Form 13F filings · as of 2026-06-30