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About 81.71% of CALY shares are held by financial institutions. DELARME WEALTH MANAGEMENT, INC. is the top corporate investor, holding 96.4K shares valued at $4.87M. A 0.05% stake in Callaway Golf Company is owned by the company. CITIZENS FINANCIAL GROUP INC/RI owns 286.38K shares valued at $14.47M, which translates its holding of 0.16% of the stake in the company.
| Date | Holder | % Stake | Shares Held | Total Value ($) | Shares | % Change in Portfolio |
|---|---|---|---|---|---|---|
| Jun 30, 2026 | DELARME WEALTH MANAGEMENT, INC. | 0.05% | 96.4K | 4.87M | 7.24K | +8.12% |
| Jun 30, 2026 | CITIZENS FINANCIAL GROUP INC/RI | 0.16% | 286.38K | 14.47M | 235.42K | +461.93% |
| Jun 30, 2026 | TORTUGA WEALTH MANAGEMENT, INC | 0.01% | 15.15K | 765.54K | 7.01K | +86.06% |
| Jun 30, 2026 | DIVERSIFIED PORTFOLIOS, INC. | 0.01% | 15.77K | 796.99K | 4.74K | +42.93% |
| Jun 30, 2026 | FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 0.01% | 17K | 859.1K | 1K | +6.25% |
| Jun 30, 2026 | SHARED VISION WEALTH GROUP LLC | 0.01% | 20.69K | 1.05M | 0 | 0 |
| Jun 30, 2026 | M. KULYK & ASSOCIATES, LLC | 0.02% | 30.14K | 1.52M | 15.21K | +101.92% |
| Jun 30, 2026 | HIGHTOWER ADVISORS, LLC | 0.02% | 32.13K | 1.62M | 169 | +0.53% |
| Jun 30, 2026 | ATLAS PRIVATE WEALTH ADVISORS | 0.02% | 33.09K | 1.67M | 11.1K | +50.51% |
| Jun 30, 2026 | SOUND PORTFOLIO ADVISORS, LLC | 0.01% | 11.52K | 581.96K | -1.19K | -9.36% |
| Jun 30, 2026 | AXXCESS WEALTH MANAGEMENT, LLC | 0.01% | 20.7K | 1.05M | -14.49K | -41.18% |
| Jun 30, 2026 | CETERA INVESTMENT ADVISERS | 0.01% | 14.26K | 720.73K | 6.29K | +78.88% |
| Jun 30, 2026 | BEACON POINTE ADVISORS, LLC | 0.01% | 15.58K | 787.34K | 15.58K | +100.00% |
| Jun 30, 2026 | PASADENA PRIVATE WEALTH, LLC | 0.02% | 42.67K | 2.16M | 10.32K | +31.90% |
| Jun 30, 2026 | TCG ADVISORY SERVICES, LLC | 0.03% | 48.92K | 2.47M | 41.76K | +582.79% |
| Jun 30, 2026 | INTEGRATED WEALTH CONCEPTS LLC | 0.03% | 58.36K | 2.95M | 5.45K | +10.30% |
| Jun 30, 2026 | 0.01% | 11.52K | 581.96K | -1.19K | -9.36% | |
| Jun 30, 2026 | ELEQUIN SECURITIES, LLC | 0.04% | 64.84K | 3.28M | 64.84K | +100.00% |
| Jun 30, 2026 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.08% | 149.62K | 7.55M | 8K | +5.65% |
| Jun 30, 2026 | ELMWOOD WEALTH MANAGEMENT, INC. | 0.13% | 229.61K | 11.6M | 17.68K | +8.34% |
| Jun 30, 2026 | GLOBAL RETIREMENT PARTNERS, LLC | 0.15% | 276.2K | 13.96M | 276.2K | +100.00% |
| Jun 30, 2026 | KERA CAPITAL PARTNERS, INC. | 0.01% | 23.58K | 1.19M | 23.58K | +100.00% |
| Jun 30, 2026 | MEMBERS WEALTH LLC | 0.01% | 23.81K | 1.2M | 3.94K | +19.82% |
| Jun 30, 2026 | CARY STREET PARTNERS FINANCIAL LLC | 0.01% | 26.24K | 1.33M | 0 | 0 |
| Jun 30, 2026 | ADVISOR GROUP HOLDINGS, INC. | 0.02% | 27.48K | 1.39M | 8.57K | +45.33% |
| Jun 30, 2026 | STRATOS WEALTH PARTNERS, LTD. | 0.02% | 28.64K | 1.45M | 28.64K | +100.00% |
| Jun 30, 2026 | WRAPMANAGER INC | 0.02% | 29.54K | 1.49M | 29.54K | +100.00% |
| Jun 30, 2026 | PRIVATE ADVISOR GROUP, LLC | 0.01% | 21.84K | 1.1M | 21.84K | +100.00% |
| Jun 30, 2026 | FLC CAPITAL ADVISORS | 0.01% | 23.99K | 1.21M | 6.08K | +33.94% |
| Jun 30, 2026 | CERITY PARTNERS LLC | 0.01% | 26.19K | 1.32M | 10.89K | +71.18% |
| Jun 30, 2026 | ARIADNE WEALTH MANAGEMENT, LP | 0.01% | 12.93K | 653.27K | -3K | -18.82% |
| Jun 30, 2026 | UBS GROUP AG | 0.01% | 13K | 656.75K | 12.98K | +72,100.00% |
| Jun 30, 2026 | MERIDIAN WEALTH MANAGEMENT, LLC | 0.01% | 14K | 707.49K | 0 | 0 |
| Jun 30, 2026 | KWB WEALTH | 0.01% | 25.73K | 1.3M | 4.39K | +20.59% |
| Jun 30, 2026 | FINANCIAL MANAGEMENT NETWORK INC | 0.02% | 43.01K | 2.17M | 12.25K | +39.81% |
| Jun 30, 2026 | BAILARD, INC. | 0.03% | 57.77K | 2.92M | 47.99K | +490.95% |
| Jun 30, 2026 | MIRACLE MILE ADVISORS, LLC | 0.04% | 66.42K | 3.36M | -14.33K | -17.74% |
| Jun 30, 2026 | SWEENEY & MICHEL, LLC | 0.05% | 84.32K | 4.25M | 17.41K | +26.02% |
| Jun 30, 2026 | NDWM LLC | 0.05% | 88.77K | 4.49M | 4.94K | +5.90% |
| Jun 30, 2026 | WESPAC ADVISORS SOCAL, LLC | 0.01% | 9.91K | 500.6K | -10.79K | -52.14% |
| Jun 30, 2026 | V2 FINANCIAL GROUP LLC | 0.01% | 10.25K | 517.96K | 360 | +3.64% |
| Jun 30, 2026 | WEAVER CONSULTING GROUP | 0.01% | 10.3K | 520.51K | 800 | +8.42% |
| Jun 30, 2026 | SOWELL FINANCIAL SERVICES LLC | 0.01% | 10.41K | 525.94K | 2.03K | +24.17% |
| Jun 30, 2026 | RICHARD P SLAUGHTER ASSOCIATES INC | 0.01% | 11.39K | 575.54K | -3.33K | -22.60% |
| Jun 30, 2026 | SAVVY ADVISORS, INC. | 0.01% | 11.88K | 600.56K | -19.84K | -62.53% |
| Jun 30, 2026 | MARINER, LLC | 0.01% | 13.36K | 675.15K | -20.65K | -60.72% |
| Jun 30, 2026 | PERIGON WEALTH MANAGEMENT, LLC | 0.01% | 23.05K | 1.16M | -1.25K | -5.14% |
| Jun 30, 2026 | KANAWHA CAPITAL MANAGEMENT LLC | 0.01% | 26K | 1.31M | 2K | +8.33% |
| Jun 30, 2026 | VALMARK ADVISERS, INC. | 0.02% | 30.48K | 1.54M | 11.09K | +57.18% |
| Jun 30, 2026 | TRIAGEN WEALTH MANAGEMENT LLC | 0.02% | 31.02K | 1.57M | 8.07K | +35.17% |
| Jun 30, 2026 | PRECISION WEALTH STRATEGIES, LLC | 0.03% | 48.76K | 2.46M | 48.76K | +100.00% |
| Jun 30, 2026 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.04% | 64.91K | 3.28M | 31.67K | +95.27% |
| Jun 30, 2026 | FIRST AMERICAN TRUST, FSB | 0.06% | 103.85K | 5.25M | 44.28K | +74.33% |
| Jun 30, 2026 | LPL FINANCIAL LLC | 0.19% | 345.44K | 17.46M | 101.06K | +41.35% |
| Jun 30, 2026 | MUTUAL ADVISORS, LLC | 0.01% | 16.79K | 848.34K | 1.7K | +11.29% |
| Jun 30, 2026 | PERENNIAL INVESTMENT ADVISORS, LLC | 0.01% | 20.93K | 1.06M | 1.35K | +6.92% |
| Mar 31, 2026 | PERIGON WEALTH MANAGEMENT, LLC | 0.01% | 24.3K | 1.23M | 0 | 0 |
| Mar 31, 2026 | RICHARD P SLAUGHTER ASSOCIATES INC | 0.01% | 14.72K | 742.08K | 1.58K | +11.99% |
| Mar 31, 2026 | CERITY PARTNERS LLC | 0.01% | 15.3K | 771.6K | 15.3K | +100.00% |
| Mar 31, 2026 | INDEPENDENT ADVISOR ALLIANCE | 0.01% | 14.2K | 716.11K | 14.2K | +100.00% |
| Mar 31, 2026 | MERIDIAN WEALTH MANAGEMENT, LLC | 0.01% | 14K | 706.02K | 0 | 0 |
| Mar 31, 2026 | DIVERSIFIED PORTFOLIOS, INC. | 0.01% | 11.03K | 556.45K | -1.44K | -11.55% |
| Mar 31, 2026 | ELMWOOD WEALTH MANAGEMENT, INC. | 0.12% | 211.93K | 10.69M | 47.67K | +29.02% |
| Mar 31, 2026 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.08% | 141.62K | 7.13M | 6.64K | +4.92% |
| Mar 31, 2026 | MIRACLE MILE ADVISORS, LLC | 0.04% | 80.75K | 4.07M | 53.66K | +198.07% |
| Mar 31, 2026 | TRIAGEN WEALTH MANAGEMENT LLC | 0.01% | 22.95K | 1.16M | 7.78K | +51.32% |
| Mar 31, 2026 | JANE STREET GROUP, LLC | 0.05% | 89.16K | 4.5M | 89.16K | +100.00% |
| Mar 31, 2026 | LPL FINANCIAL LLC | 0.13% | 244.38K | 12.32M | 71.63K | +41.46% |
| Mar 31, 2026 | NDWM LLC | 0.05% | 83.83K | 4.23M | 18.78K | +28.87% |
| Mar 31, 2026 | BELL INVESTMENT ADVISORS, INC | 0% | 8.7K | 438.81K | 31 | +0.36% |
| Mar 31, 2026 | SOWELL FINANCIAL SERVICES LLC | 0% | 8.38K | 422.67K | 4.41K | +110.79% |
| Mar 31, 2026 | CLIENT FIRST CAPITAL LLC | 0% | 8.28K | 417.41K | -6.7K | -44.72% |
| Mar 31, 2026 | CETERA INVESTMENT ADVISERS | 0% | 7.97K | 402.08K | 982 | +14.05% |
| Mar 31, 2026 | COMMONWEALTH EQUITY SERVICES, LLC | 0% | 7.02K | 353.81K | 1K | +16.66% |
| Mar 31, 2026 | STONE POINT WEALTH LLC | 0% | 6.92K | 348.82K | 1.08K | +18.56% |
| Mar 31, 2026 | ATLAS PRIVATE WEALTH ADVISORS | 0.01% | 21.99K | 1.11M | 11.31K | +105.93% |
| Mar 31, 2026 | 0.01% | 12.71K | 640.71K | 80 | +0.63% | |
| Mar 31, 2026 | KWB WEALTH | 0.01% | 21.34K | 1.08M | 0 | 0 |
| Mar 31, 2026 | BAILARD, INC. | 0.01% | 9.78K | 492.95K | 0 | 0 |
| Mar 31, 2026 | SWEENEY & MICHEL, LLC | 0.04% | 66.91K | 3.37M | 12.39K | +22.72% |
| Mar 31, 2026 | APELLA CAPITAL, LLC | 0.03% | 60.74K | 3.07M | 60.74K | +100.00% |
| Mar 31, 2026 | FIRST AMERICAN TRUST, FSB | 0.03% | 59.57K | 3M | 19.58K | +48.98% |
| Mar 31, 2026 | INTEGRATED WEALTH CONCEPTS LLC | 0.03% | 52.91K | 2.67M | 52.91K | +100.00% |
| Mar 31, 2026 | CITIZENS FINANCIAL GROUP INC/RI | 0.03% | 50.96K | 2.57M | -19.59K | -27.76% |
| Mar 31, 2026 | AXXCESS WEALTH MANAGEMENT, LLC | 0.02% | 35.19K | 1.77M | -7.89K | -18.32% |
| Mar 31, 2026 | MARINER, LLC | 0.02% | 34.01K | 1.72M | -418 | -1.21% |
| Mar 31, 2026 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.02% | 33.24K | 1.68M | 33.24K | +100.00% |
| Mar 31, 2026 | PASADENA PRIVATE WEALTH, LLC | 0.02% | 32.35K | 1.63M | 32.35K | +100.00% |
| Mar 31, 2026 | HIGHTOWER ADVISORS, LLC | 0.02% | 31.96K | 1.61M | -276 | -0.86% |
| Mar 31, 2026 | SAVVY ADVISORS, INC. | 0.02% | 31.72K | 1.6M | -593 | -1.84% |
| Mar 31, 2026 | WESPAC ADVISORS SOCAL, LLC | 0.01% | 20.7K | 1.04M | -3.52K | -14.54% |
| Mar 31, 2026 | SHARED VISION WEALTH GROUP LLC | 0.01% | 20.69K | 1.04M | 6.89K | +49.98% |
| Mar 31, 2026 | MEMBERS WEALTH LLC | 0.01% | 19.87K | 1M | 971 | +5.14% |
| Mar 31, 2026 | PERENNIAL INVESTMENT ADVISORS, LLC | 0.01% | 19.58K | 987.17K | 7.02K | +55.93% |
| Mar 31, 2026 | VALMARK ADVISERS, INC. | 0.01% | 19.39K | 977.84K | 4.52K | +30.38% |
| Mar 31, 2026 | ADVISOR GROUP HOLDINGS, INC. | 0.01% | 18.91K | 953.49K | 12.71K | +205.15% |
| Mar 31, 2026 | FLC CAPITAL ADVISORS | 0.01% | 17.91K | 903.3K | 8.54K | +91.20% |
| Mar 31, 2026 | CITADEL ADVISORS LLC | 0.01% | 15.69K | 791.25K | 9.07K | +137.15% |
| Mar 31, 2026 | MERCER GLOBAL ADVISORS INC /ADV | 0.01% | 10.45K | 526.99K | 0 | 0 |
| Mar 31, 2026 | V2 FINANCIAL GROUP LLC | 0.01% | 9.89K | 498.75K | 9.89K | +100.00% |
| Mar 31, 2026 | WEAVER CONSULTING GROUP | 0.01% | 9.5K | 479.09K | 1K | +11.76% |
| Mar 31, 2026 | CREATIVE PLANNING | 0.01% | 9.33K | 470.41K | 9.33K | +100.00% |
| Mar 31, 2026 | CAPITAL ADVANTAGE, INC. | 0.01% | 9.31K | 469.68K | 0 | 0 |
| Mar 31, 2026 | TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 0.01% | 9.14K | 460.78K | 0 | 0 |
| Mar 31, 2026 | ADVISER INVESTMENTS LLC | 0% | 8.95K | 451.15K | -158 | -1.74% |
| Mar 31, 2026 | FINANCIAL MANAGEMENT NETWORK INC | 0.02% | 30.76K | 1.55M | -17.32K | -36.02% |
| Mar 31, 2026 | MCILRATH & ECK, LLC | 0.02% | 27.56K | 1.39M | 27.56K | +100.00% |
| Mar 31, 2026 | MUTUAL ADVISORS, LLC | 0.01% | 15.08K | 760.67K | 10.08K | +201.68% |
| Mar 31, 2026 | CARY STREET PARTNERS FINANCIAL LLC | 0.01% | 26.24K | 1.32M | 0 | 0 |
| Mar 31, 2026 | KANAWHA CAPITAL MANAGEMENT LLC | 0.01% | 24K | 1.21M | 5K | +26.32% |
| Mar 31, 2026 | FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 0.01% | 16K | 806.88K | 400 | +2.56% |
| Mar 31, 2026 | ARIADNE WEALTH MANAGEMENT, LP | 0.01% | 15.92K | 803.03K | -112.25K | -87.58% |
| Mar 31, 2026 | M. KULYK & ASSOCIATES, LLC | 0.01% | 14.93K | 752.72K | 14.93K | +100.00% |
| Dec 31, 2025 | BELL INVESTMENT ADVISORS, INC | 0% | 8.67K | 437.5K | 164 | +1.93% |
| Dec 31, 2025 | GLOBAL RETIREMENT PARTNERS, LLC | 0.03% | 50.09K | 2.53M | 27.25K | +119.31% |
| Dec 31, 2025 | FINANCIAL MANAGEMENT NETWORK INC | 0.03% | 48.09K | 2.43M | 9.04K | +23.14% |
| Dec 31, 2025 | MARINER, LLC | 0.02% | 34.43K | 1.74M | 15.85K | +85.36% |
| Dec 31, 2025 | SAVVY ADVISORS, INC. | 0.02% | 32.31K | 1.63M | 27.69K | +599.39% |
| Dec 31, 2025 | ELEQUIN SECURITIES, LLC | 0.02% | 29.07K | 1.47M | -485 | -1.64% |
| Dec 31, 2025 | PERIGON WEALTH MANAGEMENT, LLC | 0.01% | 24.3K | 1.23M | 10.67K | +78.28% |
| Dec 31, 2025 | WESPAC ADVISORS SOCAL, LLC | 0.01% | 24.22K | 1.22M | 5.14K | +26.95% |
| Dec 31, 2025 | U S GLOBAL INVESTORS INC | 0.01% | 22K | 1.11M | 20.87K | +1,853.82% |
| Dec 31, 2025 | KWB WEALTH | 0.01% | 21.34K | 1.08M | 21.34K | +100.00% |
| Dec 31, 2025 | FORT POINT CAPITAL PARTNERS LLC | 0.01% | 20.88K | 1.06M | 0 | 0 |
| Dec 31, 2025 | KANAWHA CAPITAL MANAGEMENT LLC | 0.01% | 19K | 958.74K | 19K | +100.00% |
| Dec 31, 2025 | CETERA INVESTMENT ADVISERS | 0% | 6.99K | 352.75K | 2.18K | +45.31% |
| Dec 31, 2025 | SHIRA RIDGE WEALTH MANAGEMENT | 0% | 4.43K | 223.34K | -21 | -0.47% |
| Dec 31, 2025 | BRIDGEWATER ADVISORS INC. | 0% | 4.58K | 231.62K | 4.58K | +100.00% |
| Dec 31, 2025 | MUTUAL ADVISORS, LLC | 0% | 5K | 252.3K | 0 | 0 |
| Dec 31, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 0% | 6.01K | 303.47K | 5 | +0.08% |
| Dec 31, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0% | 6.2K | 312.66K | -7.82K | -55.78% |
| Dec 31, 2025 | ADVISER INVESTMENTS LLC | 0.01% | 9.1K | 459.39K | 1.29K | +16.46% |
| Dec 31, 2025 | CAPITAL ADVANTAGE, INC. | 0.01% | 9.31K | 469.96K | -326 | -3.38% |
| Dec 31, 2025 | ELMWOOD WEALTH MANAGEMENT, INC. | 0.09% | 164.26K | 8.29M | 10.62K | +6.91% |
| Dec 31, 2025 | LPL FINANCIAL LLC | 0.09% | 172.76K | 8.72M | 31.98K | +22.72% |
| Dec 31, 2025 | 0% | 8.29K | 418.48K | 8.29K | +100.00% | |
| Dec 31, 2025 | TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 0.01% | 9.14K | 461.05K | 0 | 0 |
| Dec 31, 2025 | SWEENEY & MICHEL, LLC | 0.03% | 54.52K | 2.76M | 43.38K | +389.28% |
| Dec 31, 2025 | FIRST AMERICAN TRUST, FSB | 0.02% | 39.98K | 2.02M | 39.98K | +100.00% |
| Dec 31, 2025 | FARTHER FINANCE ADVISORS, LLC | 0% | 4.34K | 218.79K | -547 | -11.20% |
| Dec 31, 2025 | CATALYTIC WEALTH RIA, LLC | 0% | 4.3K | 217.18K | 0 | 0 |
| Dec 31, 2025 | RIDGECREST WEALTH PARTNERS, LLC | 0% | 4K | 201.84K | -750 | -15.79% |
| Dec 31, 2025 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.07% | 134.99K | 6.82M | 111.66K | +478.74% |
| Dec 31, 2025 | ARIADNE WEALTH MANAGEMENT, LP | 0.07% | 128.18K | 6.5M | 1.76K | +1.40% |
| Dec 31, 2025 | CITIZENS FINANCIAL GROUP INC/RI | 0.04% | 70.55K | 3.56M | 502 | +0.72% |
| Dec 31, 2025 | NDWM LLC | 0.04% | 65.05K | 3.28M | 4.65K | +7.70% |
| Dec 31, 2025 | GRAYBILL WEALTH MANAGEMENT, LTD. | 0% | 6K | 302.76K | 0 | 0 |
| Dec 31, 2025 | STONE POINT WEALTH LLC | 0% | 5.83K | 294.38K | 5.83K | +100.00% |
| Dec 31, 2025 | DIVERSIFIED PORTFOLIOS, INC. | 0.01% | 12.48K | 629.49K | 12.48K | +100.00% |
| Dec 31, 2025 | ATLAS PRIVATE WEALTH ADVISORS | 0.01% | 10.68K | 538.7K | 986 | +10.18% |
| Dec 31, 2025 | MERCER GLOBAL ADVISORS INC /ADV | 0.01% | 10.45K | 527.31K | 10.45K | +100.00% |
| Dec 31, 2025 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.01% | 10K | 504.6K | 0 | 0 |
| Dec 31, 2025 | BAILARD, INC. | 0.01% | 9.78K | 493.25K | 3.04K | +45.14% |
| Dec 31, 2025 | FLC CAPITAL ADVISORS | 0.01% | 9.37K | 472.71K | 5.1K | +119.65% |
| Dec 31, 2025 | NEWEDGE ADVISORS, LLC | 0% | 8.68K | 437.99K | 49 | +0.57% |
| Dec 31, 2025 | WEAVER CONSULTING GROUP | 0% | 8.5K | 428.91K | 8.5K | +100.00% |
| Dec 31, 2025 | CITADEL ADVISORS LLC | 0% | 6.62K | 333.84K | 384 | +6.16% |
| Dec 31, 2025 | EHRLICH FINANCIAL GROUP | 0% | 6.91K | 348.53K | 972 | +16.38% |
| Dec 31, 2025 | SOWELL FINANCIAL SERVICES LLC | 0% | 3.98K | 200.63K | 3.98K | +100.00% |
| Dec 31, 2025 | RICHARD P SLAUGHTER ASSOCIATES INC | 0.01% | 13.14K | 662.99K | -1.28K | -8.86% |
| Dec 31, 2025 | SOL CAPITAL MANAGEMENT CO | 0.01% | 15.25K | 770K | -6.15K | -28.74% |
| Dec 31, 2025 | CARY STREET PARTNERS FINANCIAL LLC | 0.01% | 26.24K | 1.32M | 500 | +1.94% |
| Dec 31, 2025 | MIRACLE MILE ADVISORS, LLC | 0.01% | 27.09K | 1.37M | -8K | -22.80% |
| Dec 31, 2025 | HIGHTOWER ADVISORS, LLC | 0.02% | 32.23K | 1.63M | -566 | -1.73% |
| Dec 31, 2025 | PERENNIAL INVESTMENT ADVISORS, LLC | 0.01% | 12.55K | 633.53K | 12.55K | +100.00% |
| Dec 31, 2025 | SHARED VISION WEALTH GROUP LLC | 0.01% | 13.79K | 697.86K | 6.89K | +99.75% |
| Dec 31, 2025 | MERIDIAN WEALTH MANAGEMENT, LLC | 0.01% | 14K | 706.44K | 0 | 0 |
| Dec 31, 2025 | FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 0.01% | 15.6K | 787.18K | 600 | +4.00% |
| Dec 31, 2025 | TRIAGEN WEALTH MANAGEMENT LLC | 0.01% | 15.17K | 765.28K | 2.06K | +15.72% |
| Dec 31, 2025 | CLIENT FIRST CAPITAL LLC | 0.01% | 14.97K | 755.59K | -261 | -1.71% |
| Dec 31, 2025 | VALMARK ADVISERS, INC. | 0.01% | 14.87K | 750.44K | 0 | 0 |
| Dec 31, 2025 | MEMBERS WEALTH LLC | 0.01% | 18.9K | 956.28K | 3.25K | +20.80% |
| Dec 31, 2025 | AXXCESS WEALTH MANAGEMENT, LLC | 0.02% | 43.09K | 2.17M | 8.74K | +25.46% |
| Dec 31, 2025 | PEAK FINANCIAL MANAGEMENT, INC. | 0% | 4.4K | 222.02K | 0 | 0 |
| Mar 31, 2025 | ARIADNE WEALTH MANAGEMENT, LP | 0.69% | 11.41K | 572.34K | 340 | +3.07% |
| Mar 31, 2025 | RICHARD P SLAUGHTER ASSOCIATES INC | 0.75% | 12.36K | 622.55K | 3.4K | +37.94% |
| Mar 31, 2025 | CAPITAL ADVANTAGE, INC. | 0.29% | 4.82K | 241.57K | 0 | 0 |
| Mar 31, 2025 | UNION SAVINGS BANK | 0.3% | 4.89K | 246.36K | 4.89K | +100.00% |
| Mar 31, 2025 | MUTUAL ADVISORS, LLC | 0.3% | 5K | 251K | 0 | 0 |
| Mar 31, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 0.36% | 5.88K | 296K | 5.88K | +100.00% |
| Mar 31, 2025 | JANE STREET GROUP, LLC | 0.98% | 16.14K | 812.86K | 16.14K | +100.00% |
| Mar 31, 2025 | NEWEDGE ADVISORS, LLC | 1.02% | 16.87K | 849.62K | -571 | -3.27% |
| Mar 31, 2025 | LPL FINANCIAL LLC | 1.23% | 20.22K | 1.02M | 20.22K | +100.00% |
| Mar 31, 2025 | RICHARDS, MERRILL & PETERSON, INC. | 0.06% | 1K | 50.36K | 0 | 0 |
| Mar 31, 2025 | UBS GROUP AG | 0.01% | 114 | 5.74K | -49 | -30.06% |
| Mar 31, 2025 | COMPASS WEALTH MANAGEMENT LLC | 0.16% | 2.58K | 129.98K | 0 | 0 |
| Mar 31, 2025 | SAVVY ADVISORS, INC. | 0.24% | 4.03K | 202.8K | -2.83K | -41.30% |
| Mar 31, 2025 | EHRLICH FINANCIAL GROUP | 0.36% | 5.94K | 298.89K | 0 | 0 |
| Mar 31, 2025 | SWEENEY & MICHEL, LLC | 0.49% | 8.02K | 400.85K | 8.02K | +100.00% |
| Mar 31, 2025 | GENEOS WEALTH MANAGEMENT INC. | 0.79% | 13K | 654.83K | 13K | +100.00% |
| Mar 31, 2025 | FLC CAPITAL ADVISORS | 0.26% | 4.27K | 214.79K | 4.27K | +100.00% |
| Mar 31, 2025 | ATLAS PRIVATE WEALTH ADVISORS | 0.32% | 5.29K | 266.2K | 5.29K | +100.00% |
| Mar 31, 2025 | MEMBERS WEALTH LLC | 0.51% | 8.37K | 421.41K | 0 | 0 |
| Mar 31, 2025 | TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 0.55% | 9.14K | 460.14K | 0 | 0 |
| Mar 31, 2025 | INTEGRATED WEALTH CONCEPTS LLC | 1.3% | 21.44K | 1.08M | 2.6K | +13.79% |
| Mar 31, 2025 | FINANCIAL MANAGEMENT NETWORK INC | 2% | 32.87K | 1.65M | 7.71K | +30.63% |
| Mar 31, 2025 | CITIZENS FINANCIAL GROUP INC/RI | 4.34% | 71.44K | 3.6M | -481 | -0.67% |
| Mar 31, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.58% | 9.49K | 477.66K | 2.82K | +42.40% |
| Mar 31, 2025 | HIGHTOWER ADVISORS, LLC | 0.61% | 10.07K | 507.17K | 10.07K | +100.00% |
| Mar 31, 2025 | TRIAGEN WEALTH MANAGEMENT LLC | 0.67% | 10.95K | 551.62K | -577 | -5.00% |
| Mar 31, 2025 | FORT POINT CAPITAL PARTNERS LLC | 3.09% | 50.97K | 2.57M | 50.97K | +100.00% |
| Mar 31, 2025 | ELMWOOD WEALTH MANAGEMENT, INC. | 8.43% | 138.91K | 7M | 14.09K | +11.29% |
| Mar 31, 2025 | IMPACT CAPITAL PARTNERS LLC | 0.36% | 5.95K | 299.54K | 5.95K | +100.00% |
| Mar 31, 2025 | 0.36% | 5.95K | 299.54K | 5.95K | +100.00% | |
| Mar 31, 2025 | CETERA INVESTMENT ADVISERS | 0.41% | 6.8K | 342.25K | -1.12K | -14.14% |
| Mar 31, 2025 | BELL INVESTMENT ADVISORS, INC | 0.47% | 7.71K | 388.19K | 32 | +0.42% |
Among the CALY insiders holding of 13.23% of the stake in company, PEP TG INVESTMENTS GP LLC, 10 percent owner, holds the largest shares of 11.18M. ANDERSON ERIK J, director, is the second largest CALY insider with ownership of 580.46K shares. BREWER OLIVER G III, President and CEO, stands third with possession of 200.98K shares of that stake.
| Insiders | Designation | Shares Held |
|---|---|---|
| PEP TG INVESTMENTS GP LLC | 10 percent owner | 11.18M |
| ANDERSON ERIK J | director | 580.46K |
| BREWER OLIVER G III | President and CEO | 200.98K |
| HICKEY GLENN F. | EVP & Pres., Callaway Sales | 72.24K |
| Date | Insider | Type | Cost | Shares | Value ($) | Shares Total |
|---|---|---|---|---|---|---|
| Aug 07, 2026 | BREWER OLIVER G III | SALE | 18.00 | 294 | 5.29K | 200.98K |
| Aug 06, 2026 | BREWER OLIVER G III | SALE | 18.30 | 14.14K | 258.66K | 201.28K |
| Aug 06, 2026 | HICKEY GLENN F. | SALE | 18.74 | 28.84K | 540.56K | 72.24K |
| May 12, 2026 | ANDERSON ERIK J | SALE | 15.73 | 25K | 393.38K | 580.46K |
| May 11, 2026 | ANDERSON ERIK J | SALE | 17.54 | 50K | 877K | 605.46K |
| Feb 23, 2026 | ANDERSON ERIK J | SALE | 13.82 | 10K | 138.22K | 680.46K |
| Feb 19, 2026 | ANDERSON ERIK J | SALE | 13.98 | 10K | 139.8K | 690.46K |
| Feb 18, 2026 | ANDERSON ERIK J | SALE | 13.64 | 20K | 272.8K | 700.46K |
| Feb 17, 2026 | ANDERSON ERIK J | SALE | 13.43 | 40K | 537.2K | 720.46K |
| Jan 27, 2026 | PEP TG INVESTMENTS GP LLC | SALE | 14.70 | 10M | 147M | 11.18M |