ETF Holders

Who owns CLOA?

Bond

iShares AAA CLO Active ETF · iShares

248 institutions reported holding CLOA, worth $1.4B, in Form 13F filings for June 30, 2026.

13F holders
248
Institutional value
$1.4B
Change from prior quarter
+23.5%
+$274.5M, with price moves
New and sold-out firms
54 / 16
100 added, 70 trimmed

Top 10 institutional holders of CLOA

FirmLocationValueSharesChange
Jupiter Topco LLCNew York, NY$157.3M3,029,436New position
BlackRock, Inc.New York, NY$122.5M2,360,268+262,909 shares
Envestnet Asset Management Inc.Berwyn, PA$104.8M2,017,944−652,833 shares
LPL Financial LLCFort Mill, SC$102.2M1,968,129+28,238 shares
Advocacy Wealth Management, LLCAtlanta, GA$57.1M1,099,924+46,137 shares
Morgan StanleyNew York, NY$50.2M967,249+141,760 shares
Inspirion Wealth Advisors, LLCLibertyville, IL$34.3M662,318+98,975 shares
Cetera Investment AdvisersSchaumburg, IL$33.6M648,045+60,657 shares
JPMorgan Chase & CoNew York, NY$30.5M587,131+49,404 shares
Betterment LLCNew York, NY$30.4M585,958+237,508 shares
238 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns CLOA?

248 institutional managers reported holding CLOA in Form 13F filings for June 30, 2026, worth $1.4B in total. The largest reported position was held by Jupiter Topco LLC, at $157.3M.

Did institutions buy or sell CLOA last quarter?

Reported 13F value rose 23.5% from March 31, 2026, which includes price moves as well as buying and selling. 54 firms reported a new position and 16 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is CLOA ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.