BLACKROCK AAA CLO ETF (CLOA) Institutional Shareholders
BLACKROCK AAA CLO ETF (CLOA) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.42B in CLOA holdings during the latest filing period.
Richard Bernstein Advisors Llc is currently the largest disclosed institutional shareholder of CLOA tracked by InsiderSet, reporting ownership valued at approximately $320.69M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $320.59M, representing an estimated loss of -0.03% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 60% of the total disclosed CLOA value among the investors covered in this analysis. Major shareholders include Richard Bernstein Advisors Llc, Blackrock, Inc., Envestnet Asset Management Inc, and several other long-term asset managers with concentrated positions in BLACKROCK AAA CLO ETF (CLOA).
This page ranks the largest institutional CLOA shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
220
Total Reported Value
$1.42B
Largest Holder
Richard Bernstein Advisors Llc
Largest Position
$320.69M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
84
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Richard Bernstein Advisors Llc | 9.30% | 6,186,664 | $320,685,979 | $320,592,928 | -$93,051 | -0.03% | |
| Blackrock, Inc. | 0.00% | 2,097,359 | $108,716,605 | $108,685,143 | -$31,462 | -0.03% | |
| Envestnet Asset Management Inc | 0.02% | 2,017,944 | $104,751,459 | $104,569,858 | -$181,601 | -0.17% | |
| Lpl Financial Llc | 0.03% | 1,939,891 | $100,554,241 | $100,525,152 | -$29,089 | -0.03% | |
| Advocacy Wealth Management, Llc | 2.07% | 1,099,924 | $57,097,061 | $56,998,062 | -$98,999 | -0.17% | |
| Morgan Stanley | 0.00% | 825,489 | $42,789,265 | $42,776,840 | -$12,425 | -0.03% | |
| Inspirion Wealth Advisors, Llc | 3.93% | 662,318 | $34,258,389 | $34,321,319 | +$62,930 | +0.18% | |
| Cetera Investment Advisers | 0.03% | 587,388 | $30,447,268 | $30,438,446 | -$8,822 | -0.03% | |
| Pallas Capital Advisors Llc | 1.00% | 512,982 | $26,590,440 | $26,582,727 | -$7,713 | -0.03% | |
| Centurylink Investment Management Co | 20.59% | 511,600 | $26,557,156 | $26,511,112 | -$46,044 | -0.17% | |
| Mml Investors Services, Llc | 0.06% | 440,930 | $22,855,608 | $22,848,993 | -$6,615 | -0.03% | |
| Vestmark Advisory Solutions, Inc. | 0.25% | 440,508 | $22,833,743 | $22,827,125 | -$6,618 | -0.03% | |
| August Group Capital Ltd | 19.04% | 316,340 | $16,397,486 | $16,392,739 | -$4,747 | -0.03% | |
| Goldstone Financial Group, Llc | 1.71% | 303,923 | $15,753,868 | $15,749,290 | -$4,578 | -0.03% | |
| Landing Point Financial Group, Llc | 7.50% | 298,253 | $15,459,936 | $15,455,470 | -$4,466 | -0.03% | |
| Onedigital Investment Advisors Llc | 0.15% | 292,367 | $15,154,860 | $15,150,458 | -$4,402 | -0.03% | |
| Commonwealth Equity Services, Llc | 0.02% | 276,254 | $14,340,340 | $14,315,482 | -$24,858 | -0.17% | |
| Ferguson Shapiro Llc | 4.17% | 271,637 | $14,100,678 | $14,076,229 | -$24,449 | -0.17% | |
| Assetmark, Inc | 0.02% | 242,828 | $12,605,201 | $12,583,347 | -$21,854 | -0.17% | |
| Elequin Capital, Lp | 1.15% | 317,152 | $12,574,507 | $16,434,817 | +$3,860,310 | +30.70% | |
| Cascade Wealth Advisors, Inc | 5.45% | 239,300 | $12,413,668 | $12,400,526 | -$13,142 | -0.11% | |
| Envestnet Portfolio Solutions, Inc. | 0.06% | 222,048 | $11,526,512 | $11,506,527 | -$19,985 | -0.17% | |
| Cachetech Inc. | 2.17% | 217,080 | $11,252,361 | $11,249,086 | -$3,275 | -0.03% | |
| Star Financial Bank | 5.22% | 213,408 | $11,062,004 | $11,058,803 | -$3,201 | -0.03% | |
| Bar Harbor Wealth Management | 0.58% | 206,653 | $10,727,357 | $10,708,758 | -$18,599 | -0.17% | |
| Tower Research Capital Llc (Trc) | 0.27% | 200,422 | $10,388,874 | $10,385,868 | -$3,006 | -0.03% | |
| Citigroup Inc | 0.00% | 200,008 | $10,382,415 | $10,364,415 | -$18,000 | -0.17% | |
| Prime Capital Investment Advisors, Llc | 0.12% | 195,748 | $10,146,590 | $10,143,661 | -$2,929 | -0.03% | |
| Adams Wealth Management | 2.22% | 195,397 | $10,128,423 | $10,125,473 | -$2,950 | -0.03% | |
| Cannon Capital Management, Inc. | 8.10% | 192,410 | $9,973,573 | $9,970,686 | -$2,887 | -0.03% | |
| Northcoast Asset Management Llc | 0.23% | 188,349 | $9,763,077 | $9,760,245 | -$2,832 | -0.03% | |
| Drive Wealth Management, Llc | 1.67% | 180,919 | $9,391,498 | $9,375,223 | -$16,275 | -0.17% | |
| Macro Advisors, Inc. | 3.44% | 160,564 | $8,322,838 | $8,320,426 | -$2,412 | -0.03% | |
| Courier Capital Llc | 0.39% | 151,798 | $7,879,834 | $7,866,172 | -$13,662 | -0.17% | |
| Stifel Financial Corp | 0.01% | 150,804 | $7,816,928 | $7,814,663 | -$2,265 | -0.03% | |
| Odonnell Financial Services, Llc | 2.65% | 148,631 | $7,690,258 | $7,702,058 | +$11,800 | +0.15% | |
| Elevation Point Wealth Partners, Llc | 0.17% | 140,420 | $7,278,671 | $7,276,564 | -$2,107 | -0.03% | |
| United Capital Financial Advisors, Llc | 0.04% | 138,734 | $7,195,270 | $7,189,196 | -$6,074 | -0.08% | |
| Client First Capital Llc | 2.88% | 137,395 | $7,132,174 | $7,119,809 | -$12,365 | -0.17% | |
| E6 Portfolios, Llc | 7.27% | 134,609 | $6,977,484 | $6,975,438 | -$2,046 | -0.03% | |
| Kickstand Ventures, Llc. | 1.21% | 128,098 | $6,649,584 | $6,638,038 | -$11,546 | -0.17% | |
| Bank Of Montreal | 0.00% | 121,940 | $6,320,761 | $6,318,931 | -$1,830 | -0.03% | |
| Diversify Wealth Management, Llc | 0.10% | 116,615 | $6,054,049 | $6,042,989 | -$11,060 | -0.18% | |
| Ubs Group Ag | 0.00% | 115,393 | $5,981,397 | $5,979,665 | -$1,732 | -0.03% | |
| Triad Wealth Partners, Llc | 0.47% | 114,010 | $5,909,722 | $5,907,998 | -$1,724 | -0.03% | |
| Potentia Wealth | 2.23% | 111,309 | $5,769,680 | $5,768,032 | -$1,648 | -0.03% | |
| Private Advisor Group, Llc | 0.03% | 108,902 | $5,653,099 | $5,643,302 | -$9,797 | -0.17% | |
| Prasad Wealth Partners, Llc | 1.36% | 108,759 | $5,645,669 | $5,635,891 | -$9,778 | -0.17% | |
| Prospera Financial Services Inc | 0.07% | 99,097 | $5,145,113 | $5,135,207 | -$9,906 | -0.19% | |
| Equitable Holdings, Inc. | 0.03% | 99,414 | $5,144,138 | $5,151,633 | +$7,495 | +0.15% |
Frequently asked questions about CLOA
Who owns the most CLOA stock?
The largest holders of CLOA are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for BLACKROCK AAA CLO ETF (CLOA).
Is CLOA widely held by superinvestors?
Many widely followed stocks like CLOA appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CLOA is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.