INVESCO AAA CLO F/R NOTE ETF (ICLO) Top Institutional Shareholders
INVESCO AAA CLO F/R NOTE ETF (ICLO) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $325.32M in ICLO holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of ICLO tracked by InsiderSet, reporting ownership valued at approximately $95.58M 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 $96.09M, representing an estimated gain of +0.53% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 69% of the total disclosed ICLO value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Invesco Ltd., Bank Of New York Mellon Corp, and several other long-term asset managers with concentrated positions in INVESCO AAA CLO F/R NOTE ETF (ICLO).
This page ranks the largest institutional ICLO 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
89
Total Reported Value
$325.32M
Largest Holder
Lpl Financial Llc
Largest Position
$95.58M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
107
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.03% | 3,746,881 | $95,582,933 | $96,088,763 | +$505,830 | +0.53% | |
| Invesco Ltd. | 0.01% | 1,541,703 | $39,328,844 | $39,536,973 | +$208,129 | +0.53% | |
| Bank Of New York Mellon Corp | 0.00% | 949,513 | $24,222,066 | $24,350,261 | +$128,195 | +0.53% | |
| Cetera Investment Advisers | 0.01% | 412,542 | $10,523,956 | $10,579,640 | +$55,684 | +0.53% | |
| Modern Wealth Management, Llc | 0.18% | 411,985 | $10,511,789 | $10,565,355 | +$53,566 | +0.51% | |
| Flagship Harbor Advisors, Llc | 0.42% | 370,758 | $9,458,033 | $9,508,089 | +$50,056 | +0.53% | |
| Kingsview Wealth Management, Llc | 0.13% | 365,992 | $9,336,457 | $9,385,865 | +$49,408 | +0.53% | |
| Independent Advisor Alliance | 0.10% | 363,585 | $9,275,123 | $9,324,137 | +$49,014 | +0.53% | |
| Private Advisor Group, Llc | 0.04% | 357,867 | $9,129,186 | $9,177,499 | +$48,313 | +0.53% | |
| Concurrent Investment Advisors, Llc | 0.08% | 285,922 | $7,293,875 | $7,332,470 | +$38,595 | +0.53% | |
| Rooted Wealth Advisors, Inc. | 1.62% | 241,314 | $6,151,094 | $6,188,498 | +$37,404 | +0.61% | |
| Stewardship Advisors, Llc | 1.15% | 196,287 | $5,007,281 | $5,033,780 | +$26,499 | +0.53% | |
| Envestnet Asset Management Inc | 0.00% | 194,069 | $4,950,704 | $4,976,900 | +$26,196 | +0.53% | |
| Ritholtz Wealth Management | 0.08% | 186,511 | $4,757,895 | $4,783,075 | +$25,180 | +0.53% | |
| Ashton Thomas Securities, Llc | 0.56% | 175,978 | $4,489,199 | $4,512,956 | +$23,757 | +0.53% | |
| Elevatus Welath Management | 2.10% | 156,982 | $4,004,611 | $4,025,803 | +$21,192 | +0.53% | |
| Garden State Investment Advisory Services Llc | 0.92% | 151,246 | $3,858,416 | $3,878,704 | +$20,288 | +0.53% | |
| Elm3 Financial Group, Llc | 3.08% | 142,991 | $3,647,700 | $3,667,004 | +$19,304 | +0.53% | |
| Connecticut Capital Management Group, Llc | 3.19% | 132,182 | $3,371,954 | $3,389,807 | +$17,853 | +0.53% | |
| Asl Financial, Llc | 2.64% | 129,343 | $3,299,540 | $3,317,001 | +$17,461 | +0.53% | |
| Asset Allocation Strategies Llc | 0.58% | 127,462 | $3,251,559 | $3,268,763 | +$17,204 | +0.53% | |
| Colonial River Investments, Llc | 1.02% | 111,784 | $2,851,620 | $2,866,701 | +$15,081 | +0.53% | |
| Total Clarity Wealth Management, Inc. | 0.67% | 111,054 | $2,832,986 | $2,847,980 | +$14,994 | +0.53% | |
| Green Ridge Wealth Planning Llc | 1.36% | 101,674 | $2,593,711 | $2,607,430 | +$13,719 | +0.53% | |
| Bank Of America Corp | 0.00% | 97,153 | $2,478,373 | $2,491,489 | +$13,116 | +0.53% | |
| Integrated Wealth Concepts Llc | 0.02% | 94,445 | $2,409,295 | $2,422,042 | +$12,747 | +0.53% | |
| Cedar Wealth Management, Llc | 0.70% | 93,809 | $2,393,068 | $2,405,732 | +$12,664 | +0.53% | |
| Gladstone Institutional Advisory Llc | 0.09% | 91,723 | $2,339,859 | $2,352,236 | +$12,377 | +0.53% | |
| Commonwealth Equity Services, Llc | 0.00% | 90,291 | $2,303,330 | $2,315,513 | +$12,183 | +0.53% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 89,912 | $2,292,759 | $2,305,793 | +$13,034 | +0.57% | |
| San Luis Wealth Advisors Llc | 0.36% | 84,207 | $2,148,123 | $2,159,489 | +$11,366 | +0.53% | |
| Jones Financial Companies Lllp | 0.00% | 71,423 | $1,820,215 | $1,831,643 | +$11,428 | +0.63% | |
| Brucke Financial, Inc. | 0.90% | 69,497 | $1,772,870 | $1,782,251 | +$9,381 | +0.53% | |
| Sepio Capital, Lp | 0.09% | 67,404 | $1,719,476 | $1,728,576 | +$9,100 | +0.53% | |
| Signal Advisors Wealth, Llc | 0.11% | 60,265 | $1,537,366 | $1,545,496 | +$8,130 | +0.53% | |
| Osaic Holdings, Inc. | 0.00% | 59,491 | $1,517,605 | $1,525,647 | +$8,042 | +0.53% | |
| Leo Wealth, Llc | 0.11% | 58,356 | $1,488,662 | $1,496,540 | +$7,878 | +0.53% | |
| Meridian Financial Advisors, Llc | 0.80% | 57,114 | $1,456,985 | $1,464,689 | +$7,704 | +0.53% | |
| Mariner, Llc | 0.00% | 54,622 | $1,393,409 | $1,400,781 | +$7,372 | +0.53% | |
| B.O.S.S. Retirement Advisors, Llc | 0.40% | 51,561 | $1,315,324 | $1,322,282 | +$6,958 | +0.53% | |
| Jacobi Capital Management Llc | 0.06% | 45,158 | $1,151,979 | $1,158,077 | +$6,098 | +0.53% | |
| Bos Asset Management, Llc | 0.25% | 39,006 | $995,043 | $1,000,309 | +$5,266 | +0.53% | |
| Western Wealth Management, Llc | 0.04% | 38,280 | $976,524 | $981,691 | +$5,167 | +0.53% | |
| Simplicity Wealth,Llc | 0.05% | 32,787 | $836,407 | $840,823 | +$4,416 | +0.53% | |
| Vienna Asset Management Llc | 0.62% | 30,965 | $789,922 | $794,097 | +$4,175 | +0.53% | |
| Pnc Financial Services Group, Inc. | 0.00% | 30,201 | $770,429 | $774,505 | +$4,076 | +0.53% | |
| Avaii Wealth Management, Llc | 0.25% | 27,529 | $702,269 | $705,981 | +$3,712 | +0.53% | |
| Citadel Advisors Llc | 0.00% | 26,186 | $668,005 | $671,540 | +$3,535 | +0.53% | |
| Pax Financial Group, Llc | 0.11% | 26,079 | $665,275 | $668,796 | +$3,521 | +0.53% | |
| Mather Group, Llc. | 0.01% | 25,602 | $653,107 | $656,563 | +$3,456 | +0.53% |
Frequently asked questions about ICLO
Who owns the most ICLO stock?
The largest holders of ICLO 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 INVESCO AAA CLO F/R NOTE ETF (ICLO).
Is ICLO widely held by superinvestors?
Many widely followed stocks like ICLO appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly ICLO 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.