ACLO TCW AAA CLO ETF
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Institutional owners (13F) 13 filers · $158.6M total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 7 (+5 vs prior Q) | 1 (-1 vs prior Q) | 4 (+2 vs prior Q) | 0 (-1 vs prior Q) | +353K |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| TCW GROUP INC | $140,202,094 | 2,776,554 | 88.42% | Shares |
| BANK OF MONTREAL /CAN/ | $6,324,101 | 125,528 | 3.99% | Shares |
| Farther Finance Advisors, LLC | $5,110,099 | 101,200 | 3.22% | Shares |
| SYON CAPITAL LLC | $2,437,040 | 48,263 | 1.54% | Shares |
| LPL Financial LLC | $1,716,426 | 33,992 | 1.08% | Shares |
| CITADEL ADVISORS LLC | $1,050,599 | 20,806 | 0.66% | Shares |
| TRUIST FINANCIAL CORP | $473,037 | 9,368 | 0.30% | Shares |
| NOTTINGHAM ADVISORS, INC. | $387,302 | 7,680 | 0.24% | Shares |
| Equitable Holdings, Inc. | $330,692 | 6,549 | 0.21% | Shares |
| Community Bank, N.A. | $302,940 | 6,000 | 0.19% | Shares |
| ROYAL BANK OF CANADA | $227,000 | 4,486 | 0.14% | Shares |
| FIFTH THIRD BANCORP | $7,423 | 147 | 0.00% | Shares |
| HRT FINANCIAL LP | $213 | 4,237 | 0.00% | Shares |