BLACKROCK AAA CLO ETF (CLOA) Institutional Ownership Changes & 13F Activity

BLACKROCK AAA CLO ETF (CLOA). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Envestnet Asset Management Inc, Betterment Llc, Keel Point, Llc, Stock Yards Bank & Trust Co, and Equitable Holdings, Inc..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncSell-652,833-24.4%2,017,944$104.75MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Sell-48,866-18.0%222,048$11.53MQ2 2026Sep 23, 2026
Integrated Wealth Concepts LlcBuy+2,250+51.1%6,652$345.29KQ2 2026Sep 09, 2026
Corient Private Wealth LlcSell-2,559-20.4%10,000$519.10KQ2 2026Aug 27, 2026
Atx Financial Planning, LlcBuy+23,866+26.0%115,525$6.00MQ2 2026Aug 20, 2026
Stock Yards Bank & Trust CoBuy+123,196—123,196$6.40MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+7,978+38.0%28,949$1.50MQ2 2026Aug 19, 2026
Equitable Holdings, Inc.Buy+78,785+79.2%178,199$9.25MQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcSell-51,305-37.0%87,429$4.54MQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcSell-3,158-20.9%11,972$621.51KQ2 2026Aug 17, 2026
Betterment LlcBuy+237,508+68.2%585,958$30.42MQ2 2026Aug 14, 2026
Keel Point, LlcBuy+206,054—206,054$10.70MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+74,487—74,487$3.87MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+70,617+93.6%146,087$7.58MQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+54,885+177.2%85,857$4.46MQ2 2026Aug 14, 2026
Mutual Advisors, LlcBuy+46,612+726.9%53,024$2.75MQ2 2026Aug 14, 2026
Advyzon Investment Management, LlcBuy+17,903—17,903$929.35KQ2 2026Aug 14, 2026
Efg International AgSell-13,742-65.1%7,374$382.78KQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+13,013+137.2%22,500$1.17MQ2 2026Aug 14, 2026
Two Sigma Securities, LlcBuy+10,672—10,672$553.98KQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+8,878—8,878$460.86KQ2 2026Aug 14, 2026
Orion Porfolio Solutions, LlcSell-7,522-29.8%17,685$918.05KQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+5,037—5,037$261.45KQ2 2026Aug 14, 2026
Iht Wealth Management, LlcSell-4,796-13.5%30,792$1.60MQ2 2026Aug 14, 2026
Aureus Asset Management, LlcBuy+4,101+5.8%74,935$3.89MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+3,828+5.3%75,501$3.92MQ2 2026Aug 14, 2026
Vestmark Advisory Solutions, Inc.Buy+3,284+0.7%443,792$23.04MQ2 2026Aug 14, 2026
Ausdal Financial Partners, Inc.Sell-2,678-11.5%20,630$1.07MQ2 2026Aug 14, 2026
World Investment AdvisorsSell-2,341-23.2%7,771$403.00KQ2 2026Aug 14, 2026
Empire Financial Management Company, LlcBuy+1,958+19.3%12,104$628.32KQ2 2026Aug 14, 2026
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Frequently asked questions about CLOA activity

  • Which institutional owners are buying CLOA?

    Institutional owners buying CLOA include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in CLOA activity?

    "Buy" means an investor increased their reported position in CLOA compared to the prior reporting period. This reflects growing exposure to BLACKROCK AAA CLO ETF (CLOA) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in CLOA increasing?

    Institutional interest in CLOA can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.