ISHARES AAA CLO ACT ETF-USDI CLOA
$51.77
+0.1% 52w: $49.77 – $51.80
Latest 13F among current holders filed 26 days ago (Aug 7, 2026)
Price — last 12 months
research preview data49.7750.7851.80
Aug 18, 2025 Jul 2, 2026
Institutional holders
215
+42 QoQ
13F value
$1.50B
+68.0% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns CLOA?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Richard Bernstein Advisors LLC | Wealth advisor | 6.2M | $320.7M | — | New |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 2.7M | $138.4M | 0.0% | +57.3% |
| BlackRock, Inc. | Index provider | 2.1M | $108.7M | 0.0% | +22.2% |
| LPL Financial LLC | Bank broker | 1.9M | $100.6M | 0.0% | +12.0% |
| Advocacy Wealth Management, LLC | Wealth advisor | 1.1M | $54.6M | 2.4% | +42.1% |
| MORGAN STANLEY | Bank broker | 825.5K | $42.8M | 0.0% | +233.2% |
| Cetera Investment Advisers | Wealth advisor | 587.4K | $30.4M | 0.0% | +31.3% |
| INSPIRION WEALTH ADVISORS, LLC | Wealth advisor | 563.3K | $29.2M | 3.6% | +12.7% |
| JPMORGAN CHASE & CO | Bank broker | 537.7K | $27.9M | 0.0% | -53.1% |
| Pallas Capital Advisors LLC | Other | 513.0K | $26.6M | 1.0% | -8.4% |
| CenturyLink Investment Management Co | Wealth advisor | 511.6K | $26.5M | — | New |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 440.9K | $22.9M | 0.1% | +53.0% |
| Vestmark Advisory Solutions, Inc. | Wealth advisor | 440.5K | $22.8M | 0.3% | +57.1% |
| Betterment LLC | Wealth advisor | 348.4K | $18.1M | 0.0% | +7.5% |
| August Group Capital Ltd | Other | 316.3K | $16.4M | 19.0% | +78.0% |
| Goldstone Financial Group, LLC | Wealth advisor | 303.9K | $15.8M | 1.7% | +15.1% |
| Landing Point Financial Group, LLC | Wealth advisor | 298.3K | $15.5M | 7.5% | +10.1% |
| OneDigital Investment Advisors LLC | Wealth advisor | 292.4K | $15.2M | 0.1% | +152.3% |
| ASSETMARK, INC | Wealth advisor | 289.7K | $15.0M | 0.0% | +38.8% |
| AE Wealth Management LLC | Wealth advisor | 274.4K | $14.2M | 0.1% | +18.4% |
| Envestnet Portfolio Solutions, Inc. | Wealth advisor | 270.9K | $14.0M | 0.1% | +43.8% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 258.6K | $13.4M | 0.0% | +26.5% |
| Elequin Capital, LP | Wealth advisor | 317.2K | $12.6M | 3.5% | +157687.1% |
| Cascade Wealth Advisors, Inc | Wealth advisor | 239.3K | $12.4M | — | +5.6% |
| CacheTech Inc. | Wealth advisor | 217.1K | $11.3M | 2.2% | -0.8% |
| STAR Financial Bank | Wealth advisor | 213.4K | $11.1M | — | +15.5% |
| Tower Research Capital LLC (TRC) | Market maker | 200.4K | $10.4M | 0.3% | +219.1% |
| Prime Capital Investment Advisors, LLC | Wealth advisor | 195.7K | $10.1M | 0.1% | +566.3% |
| Adams Wealth Management | Wealth advisor | 195.4K | $10.1M | — | +1.1% |
| Cannon Capital Management, Inc. | Wealth advisor | 192.4K | $10.0M | 8.1% | +42.7% |
| NorthCoast Asset Management LLC | Other | 188.3K | $9.8M | 0.2% | +6.1% |
| Ferguson Shapiro LLC | Wealth advisor | 184.1K | $9.5M | — | -22.0% |
| DRIVE WEALTH MANAGEMENT, LLC | Other | 179.6K | $9.3M | — | -17.8% |
| BAR HARBOR WEALTH MANAGEMENT | Other | 175.5K | $9.1M | 0.5% | -38.4% |
| Macro Advisors, Inc. | Wealth advisor | 160.6K | $8.3M | 3.4% | — |
| Keel Point, LLC | Wealth advisor | 158.5K | $8.2M | 0.6% | New |
| STIFEL FINANCIAL CORP | Diversified mechanical | 150.8K | $7.8M | 0.0% | +792.6% |
| ODonnell Financial Services, LLC | Wealth advisor | 148.6K | $7.7M | 2.6% | +6.3% |
| ELEVATION POINT WEALTH PARTNERS, LLC | Other | 140.4K | $7.3M | — | +805.9% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | Wealth advisor | 138.7K | $7.2M | 0.0% | +176.8% |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | — | 138.1K | $7.2M | 2.1% | +31.7% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | Wealth advisor | 137.4K | $7.1M | 0.1% | +1560.1% |
| E6 Portfolios, LLC | Wealth advisor | 134.6K | $7.0M | — | +19.8% |
| Client First Capital LLC | Wealth advisor | 134.4K | $7.0M | 3.1% | New |
| KICKSTAND VENTURES, LLC. | Wealth advisor | 124.5K | $6.5M | — | -2.2% |
| BANK OF MONTREAL /CAN/ | Bank broker | 121.9K | $6.3M | 0.0% | +46.0% |
| UBS Group AG | Bank broker | 115.4K | $6.0M | 0.0% | New |
| Triad Wealth Partners, LLC | Wealth advisor | 114.0K | $5.9M | 0.5% | +91.0% |
| POTENTIA WEALTH | Wealth advisor | 111.3K | $5.8M | 2.2% | +37.0% |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 110.2K | $5.7M | — | +45.6% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.