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 $1.53B 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 $320.87M, representing an estimated gain of +0.06% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 58% 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
240
Total Reported Value
$1.53B
Largest Holder
Richard Bernstein Advisors Llc
Largest Position
$320.69M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
83
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 | $320,871,328 | +$185,349 | +0.06% | |
| Blackrock, Inc. | 0.00% | 2,360,268 | $122,521,513 | $122,415,300 | -$106,213 | -0.09% | |
| Envestnet Asset Management Inc | 0.02% | 2,017,944 | $104,751,459 | $104,660,666 | -$90,793 | -0.09% | |
| Lpl Financial Llc | 0.02% | 1,968,129 | $102,165,579 | $102,077,011 | -$88,568 | -0.09% | |
| Advocacy Wealth Management, Llc | 2.07% | 1,099,924 | $57,097,061 | $57,047,558 | -$49,503 | -0.09% | |
| Morgan Stanley | 0.00% | 967,249 | $50,209,922 | $50,166,369 | -$43,553 | -0.09% | |
| Inspirion Wealth Advisors, Llc | 3.93% | 662,318 | $34,258,389 | $34,351,123 | +$92,734 | +0.27% | |
| Cetera Investment Advisers | 0.03% | 648,045 | $33,640,000 | $33,610,854 | -$29,146 | -0.09% | |
| Jpmorgan Chase & Co | 0.00% | 587,131 | $30,489,713 | $30,451,549 | -$38,164 | -0.13% | |
| Pallas Capital Advisors Llc | 0.88% | 548,355 | $28,465,107 | $28,440,432 | -$24,675 | -0.09% | |
| Centurylink Investment Management Co | 20.59% | 511,600 | $26,557,156 | $26,534,134 | -$23,022 | -0.09% | |
| Mml Investors Services, Llc | 0.05% | 475,109 | $24,662,909 | $24,641,528 | -$21,381 | -0.09% | |
| Vestmark Advisory Solutions, Inc. | 0.22% | 443,792 | $23,037,250 | $23,017,272 | -$19,978 | -0.09% | |
| Goldstone Financial Group, Llc | 1.74% | 366,312 | $19,015,251 | $18,998,772 | -$16,479 | -0.09% | |
| Onedigital Investment Advisors Llc | 0.15% | 342,704 | $17,789,780 | $17,774,343 | -$15,437 | -0.09% | |
| Macro Advisors, Inc. | 4.98% | 300,843 | $15,616,760 | $15,603,222 | -$13,538 | -0.09% | |
| Tower Research Capital Llc (Trc) | 0.38% | 297,691 | $15,453,140 | $15,439,744 | -$13,396 | -0.09% | |
| Cascade Wealth Advisors, Inc | 5.91% | 283,645 | $14,697,057 | $14,711,248 | +$14,191 | +0.10% | |
| Commonwealth Equity Services, Llc | 0.02% | 276,254 | $14,340,340 | $14,327,914 | -$12,426 | -0.09% | |
| Ferguson Shapiro Llc | 4.17% | 271,637 | $14,100,678 | $14,088,453 | -$12,225 | -0.09% | |
| Assetmark, Inc | 0.02% | 242,828 | $12,605,201 | $12,594,274 | -$10,927 | -0.09% | |
| Cachetech Inc. | 2.04% | 242,478 | $12,587,053 | $12,576,121 | -$10,932 | -0.09% | |
| August Group Capital Ltd | 13.79% | 241,765 | $12,550,027 | $12,539,142 | -$10,885 | -0.09% | |
| Star Financial Bank | 5.02% | 237,338 | $12,320,216 | $12,309,535 | -$10,681 | -0.09% | |
| Envestnet Portfolio Solutions, Inc. | 0.06% | 222,048 | $11,526,512 | $11,516,520 | -$9,992 | -0.09% | |
| Prime Capital Investment Advisors, Llc | 0.11% | 209,865 | $10,894,081 | $10,884,648 | -$9,433 | -0.09% | |
| Adams Wealth Management | 2.07% | 208,208 | $10,808,097 | $10,798,708 | -$9,389 | -0.09% | |
| Bar Harbor Wealth Management | 0.58% | 206,653 | $10,727,357 | $10,718,058 | -$9,299 | -0.09% | |
| Keel Point, Llc | 0.63% | 206,054 | $10,696,270 | $10,686,991 | -$9,279 | -0.09% | |
| Citigroup Inc | 0.00% | 200,008 | $10,382,415 | $10,373,415 | -$9,000 | -0.09% | |
| Northcoast Asset Management Llc | 0.22% | 193,823 | $10,061,360 | $10,052,630 | -$8,730 | -0.09% | |
| Cannon Capital Management, Inc. | 8.24% | 186,813 | $9,697,463 | $9,689,056 | -$8,407 | -0.09% | |
| Drive Wealth Management, Llc | 1.67% | 180,919 | $9,391,498 | $9,383,364 | -$8,134 | -0.09% | |
| Odonnell Financial Services, Llc | 2.52% | 164,802 | $8,554,880 | $8,547,456 | -$7,424 | -0.09% | |
| Bank Of Montreal | 0.00% | 163,521 | $8,488,374 | $8,481,017 | -$7,357 | -0.09% | |
| E6 Portfolios, Llc | 6.50% | 156,798 | $8,139,408 | $8,132,328 | -$7,080 | -0.09% | |
| Courier Capital Llc | 0.39% | 151,798 | $7,879,834 | $7,873,003 | -$6,831 | -0.09% | |
| Osaic Holdings, Inc. | 0.01% | 146,087 | $7,583,831 | $7,576,802 | -$7,029 | -0.09% | |
| Elevation Point Wealth Partners, Llc | 0.14% | 144,074 | $7,478,888 | $7,472,398 | -$6,490 | -0.09% | |
| United Capital Financial Advisors, Llc | 0.04% | 138,734 | $7,195,270 | $7,195,439 | +$169 | +0.00% | |
| Stifel Financial Corp | 0.01% | 138,520 | $7,190,577 | $7,184,340 | -$6,237 | -0.09% | |
| Client First Capital Llc | 2.88% | 137,395 | $7,132,174 | $7,125,992 | -$6,182 | -0.09% | |
| Kickstand Ventures, Llc. | 1.21% | 128,098 | $6,649,584 | $6,643,803 | -$5,781 | -0.09% | |
| Stock Yards Bank & Trust Co | 0.18% | 123,196 | $6,395,106 | $6,389,561 | -$5,545 | -0.09% | |
| Newedge Wealth, Llc | 0.06% | 118,626 | $6,157,885 | $6,152,537 | -$5,348 | -0.09% | |
| Diversify Advisory Services, Llc | 0.10% | 116,615 | $6,054,049 | $6,048,237 | -$5,812 | -0.10% | |
| Diversify Wealth Management, Llc | 0.10% | 116,615 | $6,054,049 | $6,048,237 | -$5,812 | -0.10% | |
| Ubs Group Ag | 0.00% | 115,165 | $5,978,215 | $5,973,033 | -$5,182 | -0.09% | |
| Allstate Corp | 0.06% | 110,660 | $5,744,361 | $5,739,381 | -$4,980 | -0.09% | |
| Private Advisor Group, Llc | 0.03% | 108,902 | $5,653,099 | $5,648,202 | -$4,897 | -0.09% |
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.