CLOA iShares AAA CLO Active ETF
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Pemilik institusional (13F) 257 pengaju · $1.4B total · Per tanggal 30 Juni 2026
Institusi yang melaporkan kepemilikan saham ini dalam SEC Form 13F triwulanan mereka. Hanya posisi panjang; satu pengaju dapat muncul dua kali untuk leg opsi terpisah. Kaki put/call offset yang besar biasanya mencerminkan pembuatan pasar atau inventaris yang dilindungi, bukan keyakinan arah.
Aktivitas institusional — Q2 2026 vs kuartal sebelumnya
| Posisi baru | Posisi yang keluar | Meningkat | Menurun | Perubahan bersih saham |
|---|---|---|---|---|
| 47 (-17 vs Kuartal sebelumnya) | 15 (+1 vs Kuartal sebelumnya) | 96 (-2 vs Kuartal sebelumnya) | 72 (+35 vs Kuartal sebelumnya) | -5.1M |
Dibandingkan dengan Q1 2026. Pengajuan Formulir 13F SEC jatuh tempo dalam waktu 45 hari setelah akhir kuartal ditambah kelonggaran singkat untuk pengaju terlambat — kuartal yang masih dalam jangka waktu tersebut dilewati demi pasangan terakhir yang dilaporkan sepenuhnya.
| Institusi | Nilai | Saham | % dari 13F yang dilacak | Tipe |
|---|---|---|---|---|
| Richard Bernstein Advisors LLC | $320.685.979 | 6.186.664 | 23,56% | Saham |
| ENVESTNET ASSET MANAGEMENT INC | $104.751.459 | 2.017.944 | 7,69% | Saham |
| LPL Financial LLC | $102.165.579 | 1.968.129 | 7,50% | Saham |
| Advocacy Wealth Management, LLC | $57.097.061 | 1.099.924 | 4,19% | Saham |
| MORGAN STANLEY | $40.048.280 | 771.494 | 2,94% | Saham |
| INSPIRION WEALTH ADVISORS, LLC | $34.258.389 | 662.318 | 2,52% | Saham |
| Cetera Investment Advisers | $33.640.000 | 648.045 | 2,47% | Saham |
| Pallas Capital Advisors LLC | $28.465.107 | 548.355 | 2,09% | Saham |
| CenturyLink Investment Management Co | $26.557.156 | 511.600 | 1,95% | Saham |
| MML INVESTORS SERVICES, LLC | $24.662.909 | 475.109 | 1,81% | Saham |
| Goldstone Financial Group, LLC | $19.015.251 | 366.312 | 1,40% | Saham |
| OneDigital Investment Advisors LLC | $17.789.780 | 342.704 | 1,31% | Saham |
| JPMORGAN CHASE & CO | $15.729.857 | 302.905 | 1,16% | Saham |
| Macro Advisors, Inc. | $15.616.760 | 300.843 | 1,15% | Saham |
| Cascade Wealth Advisors, Inc | $14.697.057 | 283.645 | 1,08% | Saham |
| COMMONWEALTH EQUITY SERVICES, LLC | $14.340.340 | 276.254 | 1,05% | Saham |
| Ferguson Shapiro LLC | $14.100.678 | 271.637 | 1,04% | Saham |
| ASSETMARK, INC | $12.605.201 | 242.828 | 0,93% | Saham |
| CacheTech Inc. | $12.587.053 | 242.478 | 0,92% | Saham |
| August Group Capital Ltd | $12.550.027 | 241.765 | 0,92% | Saham |
| STAR Financial Bank | $12.320.216 | 237.338 | 0,90% | Saham |
| Envestnet Portfolio Solutions, Inc. | $11.526.512 | 222.048 | 0,85% | Saham |
| Prime Capital Investment Advisors, LLC | $10.894.081 | 209.865 | 0,80% | Saham |
| Adams Wealth Management | $10.808.097 | 208.208 | 0,79% | Saham |
| BAR HARBOR WEALTH MANAGEMENT | $10.727.357 | 206.653 | 0,79% | Saham |
| Keel Point, LLC | $10.696.270 | 206.054 | 0,79% | Saham |
| CITIGROUP INC | $10.382.415 | 200.008 | 0,76% | Saham |
| NorthCoast Asset Management LLC | $10.061.360 | 193.823 | 0,74% | Saham |
| Cannon Capital Management, Inc. | $9.697.463 | 186.813 | 0,71% | Saham |
| Equitable Holdings, Inc. | $9.250.304 | 178.199 | 0,68% | Saham |
| DRIVE WEALTH MANAGEMENT, LLC | $9.167.450 | 176.603 | 0,67% | Saham |
| ODonnell Financial Services, LLC | $8.554.880 | 164.802 | 0,63% | Saham |
| E6 Portfolios, LLC | $8.139.408 | 156.798 | 0,60% | Saham |
| COURIER CAPITAL LLC | $7.879.834 | 151.798 | 0,58% | Saham |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $7.557.319 | 145.585 | 0,56% | Saham |
| ELEVATION POINT WEALTH PARTNERS, LLC | $7.478.888 | 144.074 | 0,55% | Saham |
| Vestmark Advisory Solutions, Inc. | $7.410.108 | 142.749 | 0,54% | Saham |
| STIFEL FINANCIAL CORP | $7.190.577 | 138.520 | 0,53% | Saham |
| Client First Capital LLC | $7.132.174 | 137.395 | 0,52% | Saham |
| KICKSTAND VENTURES, LLC. | $6.649.584 | 128.098 | 0,49% | Saham |
| OSAIC HOLDINGS, INC. | $6.272.779 | 120.831 | 0,46% | Saham |
| NewEdge Wealth, LLC | $6.157.885 | 118.626 | 0,45% | Saham |
| STOCK YARDS BANK & TRUST CO | $6.118.062 | 117.859 | 0,45% | Saham |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $6.054.049 | 116.615 | 0,44% | Saham |
| Diversify Advisory Services, LLC | $6.054.049 | 116.615 | 0,44% | Saham |
| UBS Group AG | $5.977.488 | 115.151 | 0,44% | Saham |
| ALLSTATE CORP | $5.744.361 | 110.660 | 0,42% | Saham |
| Private Advisor Group, LLC | $5.653.099 | 108.902 | 0,42% | Saham |
| Prasad Wealth Partners, LLC | $5.645.669 | 108.759 | 0,41% | Saham |
| Prospera Financial Services Inc | $5.145.113 | 99.097 | 0,38% | Saham |
| Bulwark Capital Corp | $5.116.613 | 98.567 | 0,38% | Saham |
| Meiji Yasuda Life Insurance Co | $5.087.180 | 98.000 | 0,37% | Saham |
| BANK OF MONTREAL /CAN/ | $4.907.000 | 94.529 | 0,36% | Saham |
| SCOTIA CAPITAL INC. | $4.825.716 | 92.963 | 0,35% | Saham |
| ATX Financial Planning, LLC | $4.751.144 | 91.659 | 0,35% | Saham |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $4.542.409 | 87.429 | 0,33% | Saham |
| CAPTRUST FINANCIAL ADVISORS | $4.498.832 | 86.666 | 0,33% | Saham |
| Ameritas Advisory Services, LLC | $4.456.862 | 85.857 | 0,33% | Saham |
| PROEQUITIES, INC. | $4.349.123 | 83.782 | 0,32% | Saham |
| POTENTIA WEALTH | $4.074.418 | 78.490 | 0,30% | Saham |
| WINTON GROUP Ltd | $4.050.693 | 78.033 | 0,30% | Saham |
| Aureus Asset Management, LLC | $3.889.876 | 74.935 | 0,29% | Saham |
| GOLDMAN SACHS GROUP INC | $3.866.620 | 74.487 | 0,28% | Saham |
| Rockport Wealth LLC | $3.756.989 | 72.375 | 0,28% | Saham |
| Kurv Investment Management LLC | $3.703.898 | 6.725 | 0,27% | Opsi beli |
| JB Capital LLC | $3.588.716 | 69.133 | 0,26% | Saham |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $3.422.654 | 65.909 | 0,25% | Saham |
| Triad Wealth Partners, LLC | $3.409.890 | 65.841 | 0,25% | Saham |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $3.155.818 | 60.882 | 0,23% | Saham |
| Lido Advisors, LLC | $3.094.022 | 59.604 | 0,23% | Saham |
| HUB Investment Partners, LLC | $2.837.764 | 54.667 | 0,21% | Saham |
| Mutual Advisors, LLC | $2.752.491 | 53.024 | 0,20% | Saham |
| Landing Point Financial Group, LLC | $2.724.908 | 52.493 | 0,20% | Saham |
| NorthRock Partners, LLC | $2.636.353 | 50.787 | 0,19% | Saham |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $2.478.042 | 47.737 | 0,18% | Saham |
| TRUIST FINANCIAL CORP | $2.364.013 | 45.541 | 0,17% | Saham |
| J. Mark Nickell & Co. | $2.359.115 | 45.512 | 0,17% | Saham |
| Impact Partnership Wealth, LLC | $2.321.817 | 44.728 | 0,17% | Saham |
| BASSO CAPITAL MANAGEMENT, L.P. | $2.166.983 | 41.745 | 0,16% | Saham |
| TOEWS CORP /ADV | $2.102.355 | 40.500 | 0,15% | Saham |
| Brookstone Capital Management | $1.990.051 | 38.337 | 0,15% | Saham |
| NWAM LLC | $1.970.425 | 37.958 | 0,14% | Saham |
| Simplicity Wealth,LLC | $1.966.428 | 37.881 | 0,14% | Saham |
| Sovran Advisors, LLC | $1.914.278 | 36.852 | 0,14% | Saham |
| Pasadena Private Wealth, LLC | $1.897.778 | 36.559 | 0,14% | Saham |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $1.822.690 | 35.113 | 0,13% | Saham |
| EHRLICH FINANCIAL GROUP | $1.760.735 | 33.919 | 0,13% | Saham |
| Cox Capital Mgt LLC | $1.670.382 | 32.178 | 0,12% | Saham |
| SILVERLAKE WEALTH MANAGEMENT LLC | $1.642.070 | 31.633 | 0,12% | Saham |
| Elwood & Goetz Wealth Advisory Group, LLC | $1.606.926 | 30.956 | 0,12% | Saham |
| IHT Wealth Management, LLC | $1.598.422 | 30.792 | 0,12% | Saham |
| MAINSAIL ASSET MANAGEMENT, LLC | $1.538.650 | 29.666 | 0,11% | Saham |
| Centennial Wealth Advisory LLC | $1.524.629 | 29.369 | 0,11% | Saham |
| IFP Advisors, Inc | $1.513.384 | 29.154 | 0,11% | Saham |
| HM PAYSON & CO | $1.508.817 | 29.066 | 0,11% | Saham |
| SHP Wealth Management | $1.424.656 | 27.445 | 0,10% | Saham |
| Stratos Wealth Partners, LTD. | $1.408.104 | 27.125 | 0,10% | Saham |
| Constellation Investments, Inc. | $1.401.570 | 27.000 | 0,10% | Saham |
| PARSONS CAPITAL MANAGEMENT INC/RI | $1.401.155 | 26.992 | 0,10% | Saham |
| Maridea Wealth Management LLC | $1.309.080 | 25.218 | 0,10% | Saham |
Kepemilikan ETF Dimiliki oleh 1 ETF
Bobot mencerminkan kepemilikan ekuitas langsung (N-PORT) saja; dana berbasis leverage atau derivatif mungkin memiliki eksposur swap tambahan yang tidak ditampilkan.
| Dana | Bobot | Unit | Per tanggal | Sumber |
|---|---|---|---|---|
| NEAR · iShares U.S. ETF Trust | — | — | 18 Agu 2026 | Harian |