Filing Research | CAL - CALERES INC Institutional Holdings

Snapshot holdings

24 / 24 loaded

#		Instrument	quantity
1	Y-Intercept (Hong Kong) Ltd	Shares	62.4KSH	$772.1K
2	SummerHaven Investment Management, LLC	Shares	49.0KSH	$605.9K
3	EXCHANGE TRADED CONCEPTS, LLC	Shares	20.5KSH	$253.5K
4	Abacus Wealth Partners, LLC	Shares	10.2KSH	$125.9K
5	Police & Firemen's Retirement System of New Jersey	Shares	8.7KSH	$107.0K
6	Versant Capital Management, Inc	Shares	2.7KSH	$33.5K
7	Golden State Wealth Management, LLC	Shares	2.0KSH	$24.7K
8	SIGNATUREFD, LLC	Shares	1.6KSH	$19.2K
9	Farther Finance Advisors, LLC	Shares	1.0KSH	$12.7K
10	EverSource Wealth Advisors, LLC	Shares	496SH	$6.1K
11	GAMMA Investing LLC	Shares	412SH	$5.1K
12	Owl Creek Wealth Partners LLC	Shares	385SH	$4.8K
13	IFP Advisors, Inc	Shares	300SH	$3.7K
14	Moisand Fitzgerald Tamayo, LLC	Shares	233SH	$2.9K
15	JFS WEALTH ADVISORS, LLC	Shares	124SH	$1.5K
16	Wealth Enhancement Trust Services, Inc.	Shares	40SH	$495
17	Physician Wealth Advisors, Inc.	Shares	29SH	$359
18	Torren Management, LLC	Shares	27SH	$334
19	FARMERS & MERCHANTS INVESTMENTS INC	Shares	24SH	$297
20	True Wealth Design, LLC	Shares	14SH	$174
21	Fruth Investment Management	Shares	12.6KSH	$155
22	CoreCap Advisors, LLC	Shares	11SH	$136
23	SBI Securities Co., Ltd.	Shares	1SH	$12
24	Capital Advisors, Ltd. LLC	Shares	23SH	$0

Manager changes2026-06-30 vs 2026-03-31

27 / 27 loaded

#		Instrument
1	Y-Intercept (Hong Kong) Ltd new	Shares	+62.4K	+$772.1K	$772.1K
2	EXCHANGE TRADED CONCEPTS, LLC new	Shares	+20.5K	+$253.5K	$253.5K
3	SummerHaven Investment Management, LLC unchanged	Shares	0	+$89.6K	$605.9K
4	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$15.8K	$107.0K
5	SIGNATUREFD, LLC added	Shares	+783	+$11.1K	$19.2K
6	Versant Capital Management, Inc added	Shares	+470	+$9.9K	$33.5K
7	Farther Finance Advisors, LLC added	Shares	+367	+$5.4K	$12.7K
8	Golden State Wealth Management, LLC added	Shares	+112	+$4.8K	$24.7K
9	EverSource Wealth Advisors, LLC added	Shares	+72	+$1.7K	$6.1K
10	Owl Creek Wealth Partners LLC unchanged	Shares	0	+$705	$4.8K
11	IFP Advisors, Inc unchanged	Shares	0	+$549	$3.7K
12	Wealth Enhancement Trust Services, Inc. new	Shares	+40	+$495	$495
13	Moisand Fitzgerald Tamayo, LLC unchanged	Shares	0	+$427	$2.9K
14	Physician Wealth Advisors, Inc. new	Shares	+29	+$359	$359
15	JFS WEALTH ADVISORS, LLC unchanged	Shares	0	+$227	$1.5K
16	True Wealth Design, LLC new	Shares	+14	+$174	$174
17	CoreCap Advisors, LLC new	Shares	+11	+$136	$136
18	Torren Management, LLC unchanged	Shares	0	+$52	$334
19	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$44	$297
20	Fruth Investment Management trimmed	Shares	-1.0K	+$12	$155
21	Capital Advisors, Ltd. LLC unchanged	Shares	0	$0	$0
22	SBI Securities Co., Ltd. trimmed	Shares	-1	-$9	$12
23	GAMMA Investing LLC trimmed	Shares	-148	-$806	$5.1K
24	B. Riley Wealth Advisors, Inc. exited	CALL	-50.0K	-$5.2K	$0
25	B. Riley Wealth Advisors, Inc. exited	PUT	-50.0K	-$5.2K	$0
26	B. Riley Wealth Advisors, Inc. exited	Shares	-500	-$5.2K	$0
27	Abacus Wealth Partners, LLC trimmed	Shares	-16.1K	-$151.3K	$125.9K