CLOA iShares AAA CLO Active ETF
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Propietarios institucionales (13F) 256 declarantes · $1.4B total · A fecha de 30 de junio de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 46 (-18 vs trimestre anterior) | 15 (+1 vs trimestre anterior) | 97 (-1 vs trimestre anterior) | 72 (+35 vs trimestre anterior) | -5.1M |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| Richard Bernstein Advisors LLC | $320 685 979 | 6 186 664 | 23,54% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $104 751 459 | 2 017 944 | 7,69% | Acciones |
| LPL Financial LLC | $102 165 579 | 1 968 129 | 7,50% | Acciones |
| Advocacy Wealth Management, LLC | $57 097 061 | 1 099 924 | 4,19% | Acciones |
| MORGAN STANLEY | $40 048 280 | 771 494 | 2,94% | Acciones |
| INSPIRION WEALTH ADVISORS, LLC | $34 258 389 | 662 318 | 2,52% | Acciones |
| Cetera Investment Advisers | $33 640 000 | 648 045 | 2,47% | Acciones |
| Pallas Capital Advisors LLC | $28 465 107 | 548 355 | 2,09% | Acciones |
| CenturyLink Investment Management Co | $26 557 156 | 511 600 | 1,95% | Acciones |
| MML INVESTORS SERVICES, LLC | $24 662 909 | 475 109 | 1,81% | Acciones |
| Goldstone Financial Group, LLC | $19 015 251 | 366 312 | 1,40% | Acciones |
| OneDigital Investment Advisors LLC | $17 789 780 | 342 704 | 1,31% | Acciones |
| JPMORGAN CHASE & CO | $15 729 857 | 302 905 | 1,15% | Acciones |
| Macro Advisors, Inc. | $15 616 760 | 300 843 | 1,15% | Acciones |
| Cascade Wealth Advisors, Inc | $14 697 057 | 283 645 | 1,08% | Acciones |
| COMMONWEALTH EQUITY SERVICES, LLC | $14 340 340 | 276 254 | 1,05% | Acciones |
| Ferguson Shapiro LLC | $14 100 678 | 271 637 | 1,04% | Acciones |
| ASSETMARK, INC | $12 605 201 | 242 828 | 0,93% | Acciones |
| CacheTech Inc. | $12 587 053 | 242 478 | 0,92% | Acciones |
| August Group Capital Ltd | $12 550 027 | 241 765 | 0,92% | Acciones |
| STAR Financial Bank | $12 320 216 | 237 338 | 0,90% | Acciones |
| Envestnet Portfolio Solutions, Inc. | $11 526 512 | 222 048 | 0,85% | Acciones |
| Prime Capital Investment Advisors, LLC | $10 894 081 | 209 865 | 0,80% | Acciones |
| Adams Wealth Management | $10 808 097 | 208 208 | 0,79% | Acciones |
| BAR HARBOR WEALTH MANAGEMENT | $10 727 357 | 206 653 | 0,79% | Acciones |
| Keel Point, LLC | $10 696 270 | 206 054 | 0,79% | Acciones |
| CITIGROUP INC | $10 382 415 | 200 008 | 0,76% | Acciones |
| NorthCoast Asset Management LLC | $10 061 360 | 193 823 | 0,74% | Acciones |
| Cannon Capital Management, Inc. | $9 697 463 | 186 813 | 0,71% | Acciones |
| Equitable Holdings, Inc. | $9 250 304 | 178 199 | 0,68% | Acciones |
| DRIVE WEALTH MANAGEMENT, LLC | $9 167 450 | 176 603 | 0,67% | Acciones |
| ODonnell Financial Services, LLC | $8 554 880 | 164 802 | 0,63% | Acciones |
| E6 Portfolios, LLC | $8 139 408 | 156 798 | 0,60% | Acciones |
| COURIER CAPITAL LLC | $7 879 834 | 151 798 | 0,58% | Acciones |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $7 557 319 | 145 585 | 0,55% | Acciones |
| ELEVATION POINT WEALTH PARTNERS, LLC | $7 478 888 | 144 074 | 0,55% | Acciones |
| Vestmark Advisory Solutions, Inc. | $7 410 108 | 142 749 | 0,54% | Acciones |
| STIFEL FINANCIAL CORP | $7 190 577 | 138 520 | 0,53% | Acciones |
| Client First Capital LLC | $7 132 174 | 137 395 | 0,52% | Acciones |
| KICKSTAND VENTURES, LLC. | $6 649 584 | 128 098 | 0,49% | Acciones |
| STOCK YARDS BANK & TRUST CO | $6 395 106 | 123 196 | 0,47% | Acciones |
| OSAIC HOLDINGS, INC. | $6 272 779 | 120 831 | 0,46% | Acciones |
| NewEdge Wealth, LLC | $6 157 885 | 118 626 | 0,45% | Acciones |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $6 054 049 | 116 615 | 0,44% | Acciones |
| Diversify Advisory Services, LLC | $6 054 049 | 116 615 | 0,44% | Acciones |
| UBS Group AG | $5 977 488 | 115 151 | 0,44% | Acciones |
| ALLSTATE CORP | $5 744 361 | 110 660 | 0,42% | Acciones |
| Private Advisor Group, LLC | $5 653 099 | 108 902 | 0,42% | Acciones |
| Prasad Wealth Partners, LLC | $5 645 669 | 108 759 | 0,41% | Acciones |
| Prospera Financial Services Inc | $5 145 113 | 99 097 | 0,38% | Acciones |
| Bulwark Capital Corp | $5 116 613 | 98 567 | 0,38% | Acciones |
| Meiji Yasuda Life Insurance Co | $5 087 180 | 98 000 | 0,37% | Acciones |
| BANK OF MONTREAL /CAN/ | $4 907 000 | 94 529 | 0,36% | Acciones |
| SCOTIA CAPITAL INC. | $4 825 716 | 92 963 | 0,35% | Acciones |
| ATX Financial Planning, LLC | $4 751 144 | 91 659 | 0,35% | Acciones |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $4 542 409 | 87 429 | 0,33% | Acciones |
| CAPTRUST FINANCIAL ADVISORS | $4 498 832 | 86 666 | 0,33% | Acciones |
| Ameritas Advisory Services, LLC | $4 456 862 | 85 857 | 0,33% | Acciones |
| PROEQUITIES, INC. | $4 349 123 | 83 782 | 0,32% | Acciones |
| POTENTIA WEALTH | $4 074 418 | 78 490 | 0,30% | Acciones |
| WINTON GROUP Ltd | $4 050 693 | 78 033 | 0,30% | Acciones |
| Aureus Asset Management, LLC | $3 889 876 | 74 935 | 0,29% | Acciones |
| GOLDMAN SACHS GROUP INC | $3 866 620 | 74 487 | 0,28% | Acciones |
| Rockport Wealth LLC | $3 756 989 | 72 375 | 0,28% | Acciones |
| Kurv Investment Management LLC | $3 703 898 | 6 725 | 0,27% | Opción de compra |
| JB Capital LLC | $3 588 716 | 69 133 | 0,26% | Acciones |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $3 422 654 | 65 909 | 0,25% | Acciones |
| Triad Wealth Partners, LLC | $3 409 890 | 65 841 | 0,25% | Acciones |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $3 155 818 | 60 882 | 0,23% | Acciones |
| Lido Advisors, LLC | $3 094 022 | 59 604 | 0,23% | Acciones |
| HUB Investment Partners, LLC | $2 837 764 | 54 667 | 0,21% | Acciones |
| Mutual Advisors, LLC | $2 752 491 | 53 024 | 0,20% | Acciones |
| Landing Point Financial Group, LLC | $2 724 908 | 52 493 | 0,20% | Acciones |
| NorthRock Partners, LLC | $2 636 353 | 50 787 | 0,19% | Acciones |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $2 478 042 | 47 737 | 0,18% | Acciones |
| TRUIST FINANCIAL CORP | $2 364 013 | 45 541 | 0,17% | Acciones |
| J. Mark Nickell & Co. | $2 359 115 | 45 512 | 0,17% | Acciones |
| Impact Partnership Wealth, LLC | $2 321 817 | 44 728 | 0,17% | Acciones |
| BASSO CAPITAL MANAGEMENT, L.P. | $2 166 983 | 41 745 | 0,16% | Acciones |
| TOEWS CORP /ADV | $2 102 355 | 40 500 | 0,15% | Acciones |
| Brookstone Capital Management | $1 990 051 | 38 337 | 0,15% | Acciones |
| NWAM LLC | $1 970 425 | 37 958 | 0,14% | Acciones |
| Simplicity Wealth,LLC | $1 966 428 | 37 881 | 0,14% | Acciones |
| Sovran Advisors, LLC | $1 914 278 | 36 852 | 0,14% | Acciones |
| Pasadena Private Wealth, LLC | $1 897 778 | 36 559 | 0,14% | Acciones |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $1 822 690 | 35 113 | 0,13% | Acciones |
| EHRLICH FINANCIAL GROUP | $1 760 735 | 33 919 | 0,13% | Acciones |
| Cox Capital Mgt LLC | $1 670 382 | 32 178 | 0,12% | Acciones |
| SILVERLAKE WEALTH MANAGEMENT LLC | $1 642 070 | 31 633 | 0,12% | Acciones |
| Elwood & Goetz Wealth Advisory Group, LLC | $1 606 926 | 30 956 | 0,12% | Acciones |
| IHT Wealth Management, LLC | $1 598 422 | 30 792 | 0,12% | Acciones |
| MAINSAIL ASSET MANAGEMENT, LLC | $1 538 650 | 29 666 | 0,11% | Acciones |
| Centennial Wealth Advisory LLC | $1 524 629 | 29 369 | 0,11% | Acciones |
| IFP Advisors, Inc | $1 513 384 | 29 154 | 0,11% | Acciones |
| HM PAYSON & CO | $1 508 817 | 29 066 | 0,11% | Acciones |
| Kingsview Wealth Management, LLC | $1 502 739 | 28 949 | 0,11% | Acciones |
| SHP Wealth Management | $1 424 656 | 27 445 | 0,10% | Acciones |
| Stratos Wealth Partners, LTD. | $1 408 104 | 27 125 | 0,10% | Acciones |
| Constellation Investments, Inc. | $1 401 570 | 27 000 | 0,10% | Acciones |
| PARSONS CAPITAL MANAGEMENT INC/RI | $1 401 155 | 26 992 | 0,10% | Acciones |
Propiedad de ETFs Mantenido por 1 ETF
El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.
| Fondo | Ponderación | Unidades | A fecha de | Fuente |
|---|---|---|---|---|
| NEAR · iShares U.S. ETF Trust | 0,18% | 165 000 SH | 19 de agosto de 2026 | Diario |