CLOA iShares AAA CLO Active ETF
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Détenteurs institutionnels (13F) 257 déclarants · $1.4B total · Au 30 juin 2026
Institutions qui déclarent détenir cette action dans leur Formulaire SEC 13F trimestriel. Uniquement les positions longues ; un même déclarant peut apparaître deux fois pour des jambes d'options distinctes. Les jambes put/call compensatoires importantes reflètent généralement la tenue de marché ou un inventaire couvert, pas une conviction directionnelle.
Activité institutionnelle — Q2 2026 vs trimestre précédent
| Nouvelles positions | Positions clôturées | Augmenté | Diminué | Variation nette des actions |
|---|---|---|---|---|
| 47 (-17 vs T. préc.) | 15 (+1 vs T. préc.) | 96 (-2 vs T. préc.) | 72 (+35 vs T. préc.) | -5.1M |
Comparé à Q1 2026. Les dépôts de formulaire 13F de la SEC sont dus dans les 45 jours suivant la fin du trimestre, plus une courte période tampon pour les déposants tardifs — les trimestres encore dans cette fenêtre sont ignorés au profit de la paire la plus récente entièrement déclarée.
| Institution | Valeur | Actions | % de 13F suivies | Type |
|---|---|---|---|---|
| Richard Bernstein Advisors LLC | $320 685 979 | 6 186 664 | 23,56% | Actions |
| ENVESTNET ASSET MANAGEMENT INC | $104 751 459 | 2 017 944 | 7,69% | Actions |
| LPL Financial LLC | $102 165 579 | 1 968 129 | 7,50% | Actions |
| Advocacy Wealth Management, LLC | $57 097 061 | 1 099 924 | 4,19% | Actions |
| MORGAN STANLEY | $40 048 280 | 771 494 | 2,94% | Actions |
| INSPIRION WEALTH ADVISORS, LLC | $34 258 389 | 662 318 | 2,52% | Actions |
| Cetera Investment Advisers | $33 640 000 | 648 045 | 2,47% | Actions |
| Pallas Capital Advisors LLC | $28 465 107 | 548 355 | 2,09% | Actions |
| CenturyLink Investment Management Co | $26 557 156 | 511 600 | 1,95% | Actions |
| MML INVESTORS SERVICES, LLC | $24 662 909 | 475 109 | 1,81% | Actions |
| Goldstone Financial Group, LLC | $19 015 251 | 366 312 | 1,40% | Actions |
| OneDigital Investment Advisors LLC | $17 789 780 | 342 704 | 1,31% | Actions |
| JPMORGAN CHASE & CO | $15 729 857 | 302 905 | 1,16% | Actions |
| Macro Advisors, Inc. | $15 616 760 | 300 843 | 1,15% | Actions |
| Cascade Wealth Advisors, Inc | $14 697 057 | 283 645 | 1,08% | Actions |
| COMMONWEALTH EQUITY SERVICES, LLC | $14 340 340 | 276 254 | 1,05% | Actions |
| Ferguson Shapiro LLC | $14 100 678 | 271 637 | 1,04% | Actions |
| ASSETMARK, INC | $12 605 201 | 242 828 | 0,93% | Actions |
| CacheTech Inc. | $12 587 053 | 242 478 | 0,92% | Actions |
| August Group Capital Ltd | $12 550 027 | 241 765 | 0,92% | Actions |
| STAR Financial Bank | $12 320 216 | 237 338 | 0,90% | Actions |
| Envestnet Portfolio Solutions, Inc. | $11 526 512 | 222 048 | 0,85% | Actions |
| Prime Capital Investment Advisors, LLC | $10 894 081 | 209 865 | 0,80% | Actions |
| Adams Wealth Management | $10 808 097 | 208 208 | 0,79% | Actions |
| BAR HARBOR WEALTH MANAGEMENT | $10 727 357 | 206 653 | 0,79% | Actions |
| Keel Point, LLC | $10 696 270 | 206 054 | 0,79% | Actions |
| CITIGROUP INC | $10 382 415 | 200 008 | 0,76% | Actions |
| NorthCoast Asset Management LLC | $10 061 360 | 193 823 | 0,74% | Actions |
| Cannon Capital Management, Inc. | $9 697 463 | 186 813 | 0,71% | Actions |
| Equitable Holdings, Inc. | $9 250 304 | 178 199 | 0,68% | Actions |
| DRIVE WEALTH MANAGEMENT, LLC | $9 167 450 | 176 603 | 0,67% | Actions |
| ODonnell Financial Services, LLC | $8 554 880 | 164 802 | 0,63% | Actions |
| E6 Portfolios, LLC | $8 139 408 | 156 798 | 0,60% | Actions |
| COURIER CAPITAL LLC | $7 879 834 | 151 798 | 0,58% | Actions |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $7 557 319 | 145 585 | 0,56% | Actions |
| ELEVATION POINT WEALTH PARTNERS, LLC | $7 478 888 | 144 074 | 0,55% | Actions |
| Vestmark Advisory Solutions, Inc. | $7 410 108 | 142 749 | 0,54% | Actions |
| STIFEL FINANCIAL CORP | $7 190 577 | 138 520 | 0,53% | Actions |
| Client First Capital LLC | $7 132 174 | 137 395 | 0,52% | Actions |
| KICKSTAND VENTURES, LLC. | $6 649 584 | 128 098 | 0,49% | Actions |
| OSAIC HOLDINGS, INC. | $6 272 779 | 120 831 | 0,46% | Actions |
| NewEdge Wealth, LLC | $6 157 885 | 118 626 | 0,45% | Actions |
| STOCK YARDS BANK & TRUST CO | $6 118 062 | 117 859 | 0,45% | Actions |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $6 054 049 | 116 615 | 0,44% | Actions |
| Diversify Advisory Services, LLC | $6 054 049 | 116 615 | 0,44% | Actions |
| UBS Group AG | $5 977 488 | 115 151 | 0,44% | Actions |
| ALLSTATE CORP | $5 744 361 | 110 660 | 0,42% | Actions |
| Private Advisor Group, LLC | $5 653 099 | 108 902 | 0,42% | Actions |
| Prasad Wealth Partners, LLC | $5 645 669 | 108 759 | 0,41% | Actions |
| Prospera Financial Services Inc | $5 145 113 | 99 097 | 0,38% | Actions |
| Bulwark Capital Corp | $5 116 613 | 98 567 | 0,38% | Actions |
| Meiji Yasuda Life Insurance Co | $5 087 180 | 98 000 | 0,37% | Actions |
| BANK OF MONTREAL /CAN/ | $4 907 000 | 94 529 | 0,36% | Actions |
| SCOTIA CAPITAL INC. | $4 825 716 | 92 963 | 0,35% | Actions |
| ATX Financial Planning, LLC | $4 751 144 | 91 659 | 0,35% | Actions |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $4 542 409 | 87 429 | 0,33% | Actions |
| CAPTRUST FINANCIAL ADVISORS | $4 498 832 | 86 666 | 0,33% | Actions |
| Ameritas Advisory Services, LLC | $4 456 862 | 85 857 | 0,33% | Actions |
| PROEQUITIES, INC. | $4 349 123 | 83 782 | 0,32% | Actions |
| POTENTIA WEALTH | $4 074 418 | 78 490 | 0,30% | Actions |
| WINTON GROUP Ltd | $4 050 693 | 78 033 | 0,30% | Actions |
| Aureus Asset Management, LLC | $3 889 876 | 74 935 | 0,29% | Actions |
| GOLDMAN SACHS GROUP INC | $3 866 620 | 74 487 | 0,28% | Actions |
| Rockport Wealth LLC | $3 756 989 | 72 375 | 0,28% | Actions |
| Kurv Investment Management LLC | $3 703 898 | 6 725 | 0,27% | Option d'achat |
| JB Capital LLC | $3 588 716 | 69 133 | 0,26% | Actions |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $3 422 654 | 65 909 | 0,25% | Actions |
| Triad Wealth Partners, LLC | $3 409 890 | 65 841 | 0,25% | Actions |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $3 155 818 | 60 882 | 0,23% | Actions |
| Lido Advisors, LLC | $3 094 022 | 59 604 | 0,23% | Actions |
| HUB Investment Partners, LLC | $2 837 764 | 54 667 | 0,21% | Actions |
| Mutual Advisors, LLC | $2 752 491 | 53 024 | 0,20% | Actions |
| Landing Point Financial Group, LLC | $2 724 908 | 52 493 | 0,20% | Actions |
| NorthRock Partners, LLC | $2 636 353 | 50 787 | 0,19% | Actions |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $2 478 042 | 47 737 | 0,18% | Actions |
| TRUIST FINANCIAL CORP | $2 364 013 | 45 541 | 0,17% | Actions |
| J. Mark Nickell & Co. | $2 359 115 | 45 512 | 0,17% | Actions |
| Impact Partnership Wealth, LLC | $2 321 817 | 44 728 | 0,17% | Actions |
| BASSO CAPITAL MANAGEMENT, L.P. | $2 166 983 | 41 745 | 0,16% | Actions |
| TOEWS CORP /ADV | $2 102 355 | 40 500 | 0,15% | Actions |
| Brookstone Capital Management | $1 990 051 | 38 337 | 0,15% | Actions |
| NWAM LLC | $1 970 425 | 37 958 | 0,14% | Actions |
| Simplicity Wealth,LLC | $1 966 428 | 37 881 | 0,14% | Actions |
| Sovran Advisors, LLC | $1 914 278 | 36 852 | 0,14% | Actions |
| Pasadena Private Wealth, LLC | $1 897 778 | 36 559 | 0,14% | Actions |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $1 822 690 | 35 113 | 0,13% | Actions |
| EHRLICH FINANCIAL GROUP | $1 760 735 | 33 919 | 0,13% | Actions |
| Cox Capital Mgt LLC | $1 670 382 | 32 178 | 0,12% | Actions |
| SILVERLAKE WEALTH MANAGEMENT LLC | $1 642 070 | 31 633 | 0,12% | Actions |
| Elwood & Goetz Wealth Advisory Group, LLC | $1 606 926 | 30 956 | 0,12% | Actions |
| IHT Wealth Management, LLC | $1 598 422 | 30 792 | 0,12% | Actions |
| MAINSAIL ASSET MANAGEMENT, LLC | $1 538 650 | 29 666 | 0,11% | Actions |
| Centennial Wealth Advisory LLC | $1 524 629 | 29 369 | 0,11% | Actions |
| IFP Advisors, Inc | $1 513 384 | 29 154 | 0,11% | Actions |
| HM PAYSON & CO | $1 508 817 | 29 066 | 0,11% | Actions |
| SHP Wealth Management | $1 424 656 | 27 445 | 0,10% | Actions |
| Stratos Wealth Partners, LTD. | $1 408 104 | 27 125 | 0,10% | Actions |
| Constellation Investments, Inc. | $1 401 570 | 27 000 | 0,10% | Actions |
| PARSONS CAPITAL MANAGEMENT INC/RI | $1 401 155 | 26 992 | 0,10% | Actions |
| Maridea Wealth Management LLC | $1 309 080 | 25 218 | 0,10% | Actions |
Détention d'ETF Détenu par 1 ETF
Le poids reflète uniquement les participations directes en actions (N-PORT) ; les fonds à effet de levier ou basés sur des dérivés peuvent détenir une exposition supplémentaire aux swaps non indiquée.
| Fonds | Poids | Unités | Au | Source |
|---|---|---|---|---|
| NEAR · iShares U.S. ETF Trust | — | — | 18 août 2026 | Quotidien |