CLOA
iShares AAA CLO Active ETF$51.71+0.05 (+0.10%)Financial ServicesNASDAQ
Institutional Holders
50
as of Q4 2025
Total Shares Held
1.731327169831012e+277B
Total Value
$8.900087000620004e+214T
% of Float
—
Price History
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1,731,327 | $89.0M | 0.02% | Share |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 1,698,310 | $87.0M | 0.03% | Share |
| 3 | BlackRock, Inc. | 1,200,000 | $62.0M | 0.00% | Share |
| 4 | JPMORGAN CHASE & CO | 972,428 | $50.0M | 0.00% | Share |
| 5 | Advocacy Wealth Management, LLC | 741,479 | $38.4M | 1.61% | Share |
| 6 | Pallas Capital Advisors LLC | 559,818 | $29.0M | 0.96% | Share |
| 7 | INSPIRION WEALTH ADVISORS, LLC | 499,926 | $25.9M | 3.17% | Share |
| 8 | BlackRock, Inc. | 457,390 | $23.0M | 0.00% | Share |
| 9 | Cetera Investment Advisers | 447,457 | $23.0M | 0.03% | Share |
| 10 | BANK OF AMERICA CORP /DE/ | 400,000 | $20.0M | 0.00% | Share |
| 11 | Betterment LLC | 324,160 | $16.8M | 0.03% | Share |
| 12 | BAR HARBOR WEALTH MANAGEMENT | 285,008 | $14.7M | 0.85% | Share |
| 13 | Landing Point Financial Group, LLC | 270,956 | $14.0M | 6.99% | Share |
| 14 | MML INVESTORS SERVICES, LLC | 288,270 | $14.0M | 0.03% | Share |
| 15 | Vestmark Advisory Solutions, Inc. | 264,840 | $13.7M | 0.18% | Share |
| 16 | Goldstone Financial Group, LLC | 264,084 | $13.7M | 1.52% | Share |
| 17 | Ferguson Shapiro LLC | 235,865 | $12.2M | 3.76% | Share |
| 18 | MORGAN STANLEY | 247,780 | $12.0M | 0.00% | Share |
| 19 | Cascade Wealth Advisors, Inc | 226,517 | $11.8M | 5.43% | Share |
| 20 | CacheTech Inc. | 218,781 | $11.3M | 2.10% | Share |
| 21 | DRIVE WEALTH MANAGEMENT, LLC | 213,120 | $11.0M | 2.15% | Share |
| 22 | ASSETMARK, INC | 208,743 | $10.8M | 0.02% | Share |
| 23 | Adams Wealth Management | 193,352 | $10.0M | 2.13% | Share |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | 204,515 | $10.0M | 0.01% | Share |
| 25 | STAR Financial Bank | 184,300 | $9.5M | 4.87% | Share |
| 26 | August Group Capital Ltd | 177,705 | $9.2M | 10.20% | Share |
| 27 | Kovitz Investment Group Partners, LLC | 177,583 | $9.2M | 0.20% | Share |
| 28 | Envestnet Portfolio Solutions, Inc. | 188,350 | $9.0M | 0.03% | Share |
| 29 | ODonnell Financial Services, LLC | 139,782 | $7.2M | 2.47% | Share |
| 30 | Cannon Capital Management, Inc. | 134,856 | $7.0M | 6.14% | Share |
| 31 | KICKSTAND VENTURES, LLC. | 127,331 | $6.6M | 1.39% | Share |
| 32 | E6 Portfolios, LLC | 112,336 | $5.8M | 6.65% | Share |
| 33 | Diversify Advisory Services, LLC | 99,623 | $5.2M | 0.16% | Share |
| 34 | OneDigital Investment Advisors LLC | 115,867 | $5.0M | 0.05% | Share |
| 35 | CAPTRUST FINANCIAL ADVISORS | 105,230 | $5.0M | 0.01% | Share |
| 36 | POTENTIA WEALTH | 81,272 | $4.2M | 1.54% | Share |
| 37 | Constellation Investments, Inc. | 78,130 | $4.0M | 0.12% | Share |
| 38 | BANK OF MONTREAL /CAN/ | 83,500 | $4.0M | 0.00% | Share |
| 39 | OSAIC HOLDINGS, INC. | 78,600 | $4.0M | 0.01% | Share |
| 40 | Private Advisor Group, LLC | 91,030 | $4.0M | 0.02% | Share |
| 41 | JPMORGAN CHASE & CO | 95,616 | $4.0M | 0.00% | Share |
| 42 | JPMORGAN CHASE & CO | 77,673 | $4.0M | 0.00% | Share |
| 43 | SCOTIA CAPITAL INC. | 82,360 | $4.0M | 0.02% | Share |
| 44 | PARK AVENUE SECURITIES LLC | 75,665 | $3.9M | 0.03% | Share |
| 45 | AE Wealth Management LLC | 63,777 | $3.3M | 0.02% | Share |
| 46 | JB Capital LLC | 63,539 | $3.3M | 0.13% | Share |
| 47 | TRUIST FINANCIAL CORP | 60,267 | $3.1M | 0.00% | Share |
| 48 | Triad Wealth Partners, LLC | 59,679 | $3.1M | 0.29% | Share |
| 49 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 59,612 | $3.1M | 0.55% | Share |
| 50 | GOLDMAN SACHS GROUP INC | 63,304 | $3.0M | 0.00% | Share |