CLOA iShares AAA CLO Active ETF
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Institutional owners (13F) 257 filers · $1.4B 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 |
|---|---|---|---|---|
| 47 (-17 vs prior Q) | 15 (+1 vs prior Q) | 96 (-2 vs prior Q) | 72 (+35 vs prior Q) | -5.1M |
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 |
|---|---|---|---|---|
| Richard Bernstein Advisors LLC | $320,685,979 | 6,186,664 | 23.56% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $104,751,459 | 2,017,944 | 7.69% | Shares |
| LPL Financial LLC | $102,165,579 | 1,968,129 | 7.50% | Shares |
| Advocacy Wealth Management, LLC | $57,097,061 | 1,099,924 | 4.19% | Shares |
| MORGAN STANLEY | $40,048,280 | 771,494 | 2.94% | Shares |
| INSPIRION WEALTH ADVISORS, LLC | $34,258,389 | 662,318 | 2.52% | Shares |
| Cetera Investment Advisers | $33,640,000 | 648,045 | 2.47% | Shares |
| Pallas Capital Advisors LLC | $28,465,107 | 548,355 | 2.09% | Shares |
| CenturyLink Investment Management Co | $26,557,156 | 511,600 | 1.95% | Shares |
| MML INVESTORS SERVICES, LLC | $24,662,909 | 475,109 | 1.81% | Shares |
| Goldstone Financial Group, LLC | $19,015,251 | 366,312 | 1.40% | Shares |
| OneDigital Investment Advisors LLC | $17,789,780 | 342,704 | 1.31% | Shares |
| JPMORGAN CHASE & CO | $15,729,857 | 302,905 | 1.16% | Shares |
| Macro Advisors, Inc. | $15,616,760 | 300,843 | 1.15% | Shares |
| Cascade Wealth Advisors, Inc | $14,697,057 | 283,645 | 1.08% | Shares |
| COMMONWEALTH EQUITY SERVICES, LLC | $14,340,340 | 276,254 | 1.05% | Shares |
| Ferguson Shapiro LLC | $14,100,678 | 271,637 | 1.04% | Shares |
| ASSETMARK, INC | $12,605,201 | 242,828 | 0.93% | Shares |
| CacheTech Inc. | $12,587,053 | 242,478 | 0.92% | Shares |
| August Group Capital Ltd | $12,550,027 | 241,765 | 0.92% | Shares |
| STAR Financial Bank | $12,320,216 | 237,338 | 0.90% | Shares |
| Envestnet Portfolio Solutions, Inc. | $11,526,512 | 222,048 | 0.85% | Shares |
| Prime Capital Investment Advisors, LLC | $10,894,081 | 209,865 | 0.80% | Shares |
| Adams Wealth Management | $10,808,097 | 208,208 | 0.79% | Shares |
| BAR HARBOR WEALTH MANAGEMENT | $10,727,357 | 206,653 | 0.79% | Shares |
| Keel Point, LLC | $10,696,270 | 206,054 | 0.79% | Shares |
| CITIGROUP INC | $10,382,415 | 200,008 | 0.76% | Shares |
| NorthCoast Asset Management LLC | $10,061,360 | 193,823 | 0.74% | Shares |
| Cannon Capital Management, Inc. | $9,697,463 | 186,813 | 0.71% | Shares |
| Equitable Holdings, Inc. | $9,250,304 | 178,199 | 0.68% | Shares |
| DRIVE WEALTH MANAGEMENT, LLC | $9,167,450 | 176,603 | 0.67% | Shares |
| ODonnell Financial Services, LLC | $8,554,880 | 164,802 | 0.63% | Shares |
| E6 Portfolios, LLC | $8,139,408 | 156,798 | 0.60% | Shares |
| COURIER CAPITAL LLC | $7,879,834 | 151,798 | 0.58% | Shares |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $7,557,319 | 145,585 | 0.56% | Shares |
| ELEVATION POINT WEALTH PARTNERS, LLC | $7,478,888 | 144,074 | 0.55% | Shares |
| Vestmark Advisory Solutions, Inc. | $7,410,108 | 142,749 | 0.54% | Shares |
| STIFEL FINANCIAL CORP | $7,190,577 | 138,520 | 0.53% | Shares |
| Client First Capital LLC | $7,132,174 | 137,395 | 0.52% | Shares |
| KICKSTAND VENTURES, LLC. | $6,649,584 | 128,098 | 0.49% | Shares |
| OSAIC HOLDINGS, INC. | $6,272,779 | 120,831 | 0.46% | Shares |
| NewEdge Wealth, LLC | $6,157,885 | 118,626 | 0.45% | Shares |
| STOCK YARDS BANK & TRUST CO | $6,118,062 | 117,859 | 0.45% | Shares |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $6,054,049 | 116,615 | 0.44% | Shares |
| Diversify Advisory Services, LLC | $6,054,049 | 116,615 | 0.44% | Shares |
| UBS Group AG | $5,977,488 | 115,151 | 0.44% | Shares |
| ALLSTATE CORP | $5,744,361 | 110,660 | 0.42% | Shares |
| Private Advisor Group, LLC | $5,653,099 | 108,902 | 0.42% | Shares |
| Prasad Wealth Partners, LLC | $5,645,669 | 108,759 | 0.41% | Shares |
| Prospera Financial Services Inc | $5,145,113 | 99,097 | 0.38% | Shares |
| Bulwark Capital Corp | $5,116,613 | 98,567 | 0.38% | Shares |
| Meiji Yasuda Life Insurance Co | $5,087,180 | 98,000 | 0.37% | Shares |
| BANK OF MONTREAL /CAN/ | $4,907,000 | 94,529 | 0.36% | Shares |
| SCOTIA CAPITAL INC. | $4,825,716 | 92,963 | 0.35% | Shares |
| ATX Financial Planning, LLC | $4,751,144 | 91,659 | 0.35% | Shares |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $4,542,409 | 87,429 | 0.33% | Shares |
| CAPTRUST FINANCIAL ADVISORS | $4,498,832 | 86,666 | 0.33% | Shares |
| Ameritas Advisory Services, LLC | $4,456,862 | 85,857 | 0.33% | Shares |
| PROEQUITIES, INC. | $4,349,123 | 83,782 | 0.32% | Shares |
| POTENTIA WEALTH | $4,074,418 | 78,490 | 0.30% | Shares |
| WINTON GROUP Ltd | $4,050,693 | 78,033 | 0.30% | Shares |
| Aureus Asset Management, LLC | $3,889,876 | 74,935 | 0.29% | Shares |
| GOLDMAN SACHS GROUP INC | $3,866,620 | 74,487 | 0.28% | Shares |
| Rockport Wealth LLC | $3,756,989 | 72,375 | 0.28% | Shares |
| Kurv Investment Management LLC | $3,703,898 | 6,725 | 0.27% | Call option |
| JB Capital LLC | $3,588,716 | 69,133 | 0.26% | Shares |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $3,422,654 | 65,909 | 0.25% | Shares |
| Triad Wealth Partners, LLC | $3,409,890 | 65,841 | 0.25% | Shares |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $3,155,818 | 60,882 | 0.23% | Shares |
| Lido Advisors, LLC | $3,094,022 | 59,604 | 0.23% | Shares |
| HUB Investment Partners, LLC | $2,837,764 | 54,667 | 0.21% | Shares |
| Mutual Advisors, LLC | $2,752,491 | 53,024 | 0.20% | Shares |
| Landing Point Financial Group, LLC | $2,724,908 | 52,493 | 0.20% | Shares |
| NorthRock Partners, LLC | $2,636,353 | 50,787 | 0.19% | Shares |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $2,478,042 | 47,737 | 0.18% | Shares |
| TRUIST FINANCIAL CORP | $2,364,013 | 45,541 | 0.17% | Shares |
| J. Mark Nickell & Co. | $2,359,115 | 45,512 | 0.17% | Shares |
| Impact Partnership Wealth, LLC | $2,321,817 | 44,728 | 0.17% | Shares |
| BASSO CAPITAL MANAGEMENT, L.P. | $2,166,983 | 41,745 | 0.16% | Shares |
| TOEWS CORP /ADV | $2,102,355 | 40,500 | 0.15% | Shares |
| Brookstone Capital Management | $1,990,051 | 38,337 | 0.15% | Shares |
| NWAM LLC | $1,970,425 | 37,958 | 0.14% | Shares |
| Simplicity Wealth,LLC | $1,966,428 | 37,881 | 0.14% | Shares |
| Sovran Advisors, LLC | $1,914,278 | 36,852 | 0.14% | Shares |
| Pasadena Private Wealth, LLC | $1,897,778 | 36,559 | 0.14% | Shares |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $1,822,690 | 35,113 | 0.13% | Shares |
| EHRLICH FINANCIAL GROUP | $1,760,735 | 33,919 | 0.13% | Shares |
| Cox Capital Mgt LLC | $1,670,382 | 32,178 | 0.12% | Shares |
| SILVERLAKE WEALTH MANAGEMENT LLC | $1,642,070 | 31,633 | 0.12% | Shares |
| Elwood & Goetz Wealth Advisory Group, LLC | $1,606,926 | 30,956 | 0.12% | Shares |
| IHT Wealth Management, LLC | $1,598,422 | 30,792 | 0.12% | Shares |
| MAINSAIL ASSET MANAGEMENT, LLC | $1,538,650 | 29,666 | 0.11% | Shares |
| Centennial Wealth Advisory LLC | $1,524,629 | 29,369 | 0.11% | Shares |
| IFP Advisors, Inc | $1,513,384 | 29,154 | 0.11% | Shares |
| HM PAYSON & CO | $1,508,817 | 29,066 | 0.11% | Shares |
| SHP Wealth Management | $1,424,656 | 27,445 | 0.10% | Shares |
| Stratos Wealth Partners, LTD. | $1,408,104 | 27,125 | 0.10% | Shares |
| Constellation Investments, Inc. | $1,401,570 | 27,000 | 0.10% | Shares |
| PARSONS CAPITAL MANAGEMENT INC/RI | $1,401,155 | 26,992 | 0.10% | Shares |
| Maridea Wealth Management LLC | $1,309,080 | 25,218 | 0.10% | Shares |
ETF ownership Held by 1 ETF
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| NEAR · iShares U.S. ETF Trust | — | — | Aug. 18, 2026 | Daily |