Who owns iShares AAA CLO Active ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of CLOA from SEC Form 13F filings across 249 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 249 institutions disclosed 27.7M shares of iShares AAA CLO Active ETF worth $1.44B — about 63.6% of shares outstanding; the largest disclosed holder is Jupiter Topco LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
249
13F holders
$1.44B
value, 2026 filers
63.6%
of shares outstanding (27.7M sh)
56
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of CLOA's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Jupiter Topco LLCNEW | 3.0M | $157.3M | 0.1% | 6.9% | new |
| 2 | BlackRock, Inc. | 2.4M | $122.5M | 0.0% | 5.4% | +12.5% |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 2.0M | $104.8M | 0.0% | 4.6% | -24.4% |
| 4 | LPL Financial LLC | 2.0M | $102.2M | 0.0% | 4.5% | +1.5% |
| 5 | Advocacy Wealth Management, LLC | 1.1M | $57.1M | 2.1% | 2.5% | +4.4% |
| 6 | MORGAN STANLEY | 967,249 | $50.2M | 0.0% | 2.2% | +17.2% |
| 7 | INSPIRION WEALTH ADVISORS, LLC | 662,318 | $34.3M | 3.9% | 1.5% | +17.6% |
| 8 | Cetera Investment Advisers | 648,045 | $33.6M | 0.0% | 1.5% | +10.3% |
| 9 | JPMORGAN CHASE & CO | 587,131 | $30.5M | 0.0% | 1.3% | +9.2% |
| 10 | Betterment LLC | 585,958 | $30.4M | 0.1% | 1.3% | +68.2% |
| 11 | Pallas Capital Advisors LLC | 548,355 | $28.5M | 0.9% | 1.3% | +6.9% |
| 12 | CenturyLink Investment Management CoNEW | 511,600 | $26.6M | 20.6% | 1.2% | new |
| 13 | MML INVESTORS SERVICES, LLC | 475,109 | $24.7M | 0.1% | 1.1% | +7.8% |
| 14 | Vestmark Advisory Solutions, Inc. | 443,792 | $23.0M | 0.2% | 1% | +0.7% |
| 15 | Goldstone Financial Group, LLC | 366,312 | $19.0M | 1.7% | 0.8% | +20.5% |
| 16 | OneDigital Investment Advisors LLC | 342,704 | $17.8M | 0.2% | 0.8% | +17.2% |
| 17 | Macro Advisors, Inc. | 300,843 | $15.6M | 5.0% | 0.7% | +87.4% |
| 18 | Tower Research Capital LLC (TRC) | 297,691 | $15.5M | 0.4% | 0.7% | +48.5% |
| 19 | Cascade Wealth Advisors, Inc | 283,645 | $14.7M | 5.9% | 0.7% | +18.5% |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | 276,254 | $14.3M | 0.0% | 0.6% | +6.8% |
| 21 | Ferguson Shapiro LLC | 271,637 | $14.1M | 4.1% | 0.6% | +47.6% |
| 22 | ASSETMARK, INC | 242,828 | $12.6M | 0.0% | 0.6% | -16.2% |
| 23 | CacheTech Inc. | 242,478 | $12.6M | 2.0% | 0.6% | +11.7% |
| 24 | August Group Capital Ltd | 241,765 | $12.6M | 13.8% | 0.6% | -23.6% |
| 25 | STAR Financial Bank | 237,338 | $12.3M | 5.0% | 0.5% | +11.2% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.