CLOA

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$51.98

+0.03 (+0.07%)

USD · as of 2026-07-29 · marketstack

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Institutional ownership· 13F filers holding CLOA · 2026-Q1 methodology → sources →

213 holders

FUNDBLACKROCK ETF TRUST IIA fund, not an operating company. There are no company fundamentals for a fund line — no revenue, no earnings, no balance sheet, no fair value — so the security page stays price-only by design, and this register is the 13F read: which institutions hold the fund itself.evidence · the issuer name as filed on 13Fs ⓘ

% of shares outstanding held

—

Shares held (13F)

28,761,023

Reporting holders

213

% of shares outstanding is not shown for CLOA: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.

Active share of register91.8%206 active filers

Index / screened out8.2%7 filers

Reporting holders2132026-Q1

Top-10 concentration59.0%

HHI0.0713

Effective holders14.0

Crowding percentile—

Crowding percentile withheld — no market cap for CLOA in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.

Top holders

largest 100 of 213 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	Richard Bernstein Advisors LLC	6,186,6646.2M	$321M	—	NEW
2	ENVESTNET ASSET MANAGEMENT INC	2,670,7772.7M	$138M	—	ADD 57%
3	BlackRock, Inc.	2,097,3592.1M	$109M	—	ADD 22%
4	LPL Financial LLC	1,939,8911.9M	$101M	—	ADD 12%
5	Advocacy Wealth Management, LLC	1,053,7871.1M	$55M	—	ADD 42%
6	MORGAN STANLEY	825,489825,489	$43M	—	ADD 233%
7	Cetera Investment Advisers	587,388587,388	$30M	—	ADD 31%
8	INSPIRION WEALTH ADVISORS, LLC	563,343563,343	$29M	—	ADD 13%
9	JPMORGAN CHASE & CO	537,727537,727	$28M	—	TRIM -53%
10	Pallas Capital Advisors LLC	512,982512,982	$27M	—	TRIM -8%
11	CenturyLink Investment Management Co	511,600511,600	$27M	—	NEW
12	MML INVESTORS SERVICES, LLC	440,930440,930	$23M	—	ADD 53%
13	Vestmark Advisory Solutions, Inc.	440,508440,508	$23M	—	ADD 57%
14	Betterment LLC	348,450348,450	$18M	—	ADD 7%
15	August Group Capital Ltd	316,340316,340	$16M	—	ADD 78%
16	Goldstone Financial Group, LLC	303,923303,923	$16M	—	ADD 15%
17	Landing Point Financial Group, LLC	298,253298,253	$15M	—	ADD 10%
18	OneDigital Investment Advisors LLC	292,367292,367	$15M	—	ADD 152%
19	ASSETMARK, INC	289,664289,664	$15M	—	ADD 39%
20	AE Wealth Management LLC	274,373274,373	$14M	—	ADD 18%
21	Envestnet Portfolio Solutions, Inc.	270,914270,914	$14M	—	ADD 44%
22	COMMONWEALTH EQUITY SERVICES, LLC	258,633258,633	$13M	—	ADD 26%
23	Elequin Capital, LP	317,152317,152	$13M	—	ADD 157687%
24	Cascade Wealth Advisors, Inc	239,300239,300	$12M	—	ADD 6%
25	CacheTech Inc.	217,080217,080	$11M	—	—
26	STAR Financial Bank	213,408213,408	$11M	—	ADD 15%
27	Tower Research Capital LLC (TRC)	200,422200,422	$10M	—	ADD 219%
28	Prime Capital Investment Advisors, LLC	195,748195,748	$10M	—	ADD 566%
29	Adams Wealth Management	195,397195,397	$10M	—	—
30	Cannon Capital Management, Inc.	192,410192,410	$10M	—	ADD 43%
31	NorthCoast Asset Management LLC	188,349188,349	$10M	—	ADD 6%
32	Ferguson Shapiro LLC	184,065184,065	$10M	—	TRIM -22%
33	DRIVE WEALTH MANAGEMENT, LLC	179,552179,552	$9M	—	TRIM -18%
34	BAR HARBOR WEALTH MANAGEMENT	175,508175,508	$9M	—	TRIM -38%
35	Macro Advisors, Inc.	160,564160,564	$8M	—	NEW
36	STIFEL FINANCIAL CORP	150,804150,804	$8M	—	ADD 793%
37	ODonnell Financial Services, LLC	148,631148,631	$8M	—	ADD 6%
38	ELEVATION POINT WEALTH PARTNERS, LLC	140,420140,420	$7M	—	ADD 806%
39	UNITED CAPITAL FINANCIAL ADVISORS, LLC	138,734138,734	$7M	—	ADD 177%
40	DIVERSIFY WEALTH MANAGEMENT, LLC	137,374137,374	$7M	—	ADD 1560%
41	E6 Portfolios, LLC	134,609134,609	$7M	—	ADD 20%
42	Client First Capital LLC	134,379134,379	$7M	—	NEW
43	KICKSTAND VENTURES, LLC.	124,539124,539	$6M	—	TRIM -2%
44	BANK OF MONTREAL /CAN/	121,940121,940	$6M	—	ADD 46%
45	UBS Group AG	115,393115,393	$6M	—	NEW
46	Triad Wealth Partners, LLC	114,010114,010	$6M	—	ADD 91%
47	POTENTIA WEALTH	111,309111,309	$6M	—	ADD 37%
48	PARK AVENUE SECURITIES LLC	110,155110,155	$6M	—	ADD 46%
49	Equitable Holdings, Inc.	99,41499,414	$5M	—	ADD 37%
50	Meiji Yasuda Life Insurance Co	98,00098,000	$5M	—	NEW
51	Private Advisor Group, LLC	94,74594,745	$5M	—	ADD 4%
52	ATX Financial Planning, LLC	91,65991,659	$5M	—	ADD 245%
53	J. Mark Nickell & Co.	86,81186,811	$4M	—	ADD 96%
54	JB Capital LLC	86,55786,557	$4M	—	ADD 36%
55	ALLSTATE CORP	84,61684,616	$4M	—	ADD 104%
56	SCOTIA CAPITAL INC.	77,65077,650	$4M	—	TRIM -6%
57	OSAIC HOLDINGS, INC.	75,47075,470	$4M	—	TRIM -28%
58	CAPTRUST FINANCIAL ADVISORS	75,08475,084	$4M	—	TRIM -29%
59	CITADEL ADVISORS LLC	72,60872,608	$4M	—	NEW
60	RAYMOND JAMES FINANCIAL INC	71,67371,673	$4M	—	ADD 28%
61	Aureus Asset Management, LLC	70,83470,834	$4M	—	ADD 7%
62	Bulwark Capital Corp	70,69570,695	$4M	—	ADD 56%
63	Rockport Wealth LLC	67,23267,232	$3M	—	ADD 74%
64	NewEdge Wealth, LLC	64,33064,330	$3M	—	NEW
65	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	61,61761,617	$3M	—	ADD 32%
66	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	60,88260,882	$3M	—	NEW
67	HUB Investment Partners, LLC	60,54260,542	$3M	—	NEW
68	TRUIST FINANCIAL CORP	58,29558,295	$3M	—	TRIM -3%
69	NorthRock Partners, LLC	56,64256,642	$3M	—	ADD 167%
70	SCHRODER INVESTMENT MANAGEMENT GROUP	49,41649,416	$3M	—	ADD 78%
71	Brookstone Capital Management	41,02141,021	$2M	—	TRIM -3%
72	TOEWS CORP /ADV	40,50040,500	$2M	—	TRIM -7%
73	NORTHBRIDGE FINANCIAL GROUP, LLC	37,10037,100	$2M	—	TRIM -22%
74	IHT Wealth Management, LLC	35,58835,588	$2M	—	NEW
75	Impact Partnership Wealth, LLC	35,18135,181	$2M	—	ADD 19%
76	EHRLICH FINANCIAL GROUP	34,88834,888	$2M	—	NEW
77	Sequoia Financial Advisors, LLC	34,64534,645	$2M	—	ADD 45%
78	Cambridge Investment Research Advisors, Inc.	32,65632,656	$2M	—	ADD 3%
79	Cox Capital Mgt LLC	32,52532,525	$2M	—	ADD 12%
80	PARSONS CAPITAL MANAGEMENT INC/RI	32,07032,070	$2M	—	TRIM -13%
81	IFP Advisors, Inc	31,91131,911	$2M	—	TRIM -22%
82	Ameritas Advisory Services, LLC	30,97230,972	$2M	—	NEW
83	Sovran Advisors, LLC	29,90029,900	$2M	—	NEW
84	Mariner, LLC	29,57929,579	$2M	—	NEW
85	MAINSAIL ASSET MANAGEMENT, LLC	29,45529,455	$2M	—	TRIM -29%
86	Centennial Wealth Advisory LLC	29,27529,275	$2M	—	ADD 3%
87	HM PAYSON & CO	29,06629,066	$2M	—	NEW
88	Independent Advisor Alliance	28,82928,829	$1M	—	NEW
89	LAFFER TENGLER INVESTMENTS, INC.	27,22327,223	$1M	—	ADD 8%
90	Constellation Investments, Inc.	27,00027,000	$1M	—	TRIM -65%
91	Orion Porfolio Solutions, LLC	25,20725,207	$1M	—	ADD 24%
92	Stratos Wealth Partners, LTD.	24,36424,364	$1M	—	NEW
93	OPPENHEIMER & CO INC	24,35124,351	$1M	—	NEW
94	Elwood & Goetz Wealth Advisory Group, LLC	24,17824,178	$1M	—	—
95	Triumph Capital Management	24,08624,086	$1M	—	—
96	Invst, LLC	24,04424,044	$1M	—	ADD 17%
97	Castle Rock Wealth Management, LLC	23,88623,886	$1M	—	NEW
98	Ausdal Financial Partners, Inc.	23,30823,308	$1M	—	ADD 22%
99	CARY STREET PARTNERS FINANCIAL LLC	22,76322,763	$1M	—	TRIM -7%
100	Bank of New York Mellon Corp	22,68822,688	$1M	—	TRIM -19%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Buyers & sellers2026-Q1 vs 2025-Q4 · 160 bought / 57 sold · net +11,576,472 shares · 29.3d of ADV

Bought160 filers

Shares: 13,514,469
Value: $701M
Opened: 60 · 8,011,580 sh
Days of ADV: 34.2d

Sold57 filers

Shares: 1,937,997
Value: $100M
Closed: 19 · 723,981 sh
Days of ADV: 4.9d

Net (all filers) +11,576,472 sh · $600M · 67.4% of the prior register

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

Richard Bernstein Advisors LLC

—

6.2M

$321M

ENVESTNET ASSET MANAGEMENT INC

926K

458K

807K

1.2M

1.7M

2.7M

$138M

BlackRock, Inc.

1.2M

1.3M

1.7M

2.1M

$109M

LPL Financial LLC

634K

858K

1.1M

1.5M

1.7M

1.9M

$101M

Advocacy Wealth Management, LLC

—

489K

526K

668K

741K

1.1M

$55M

MORGAN STANLEY

173K

72K

144K

157K

248K

825K

$43M

Cetera Investment Advisers

211K

160K

255K

315K

447K

587K

$30M

INSPIRION WEALTH ADVISORS, LLC

—

436K

—

500K

563K

$29M

JPMORGAN CHASE & CO

124K

133K

136K

284K

1.1M

538K

$28M

Pallas Capital Advisors LLC

392K

435K

477K

502K

560K

513K

$27M

CenturyLink Investment Management Co

—

512K

$27M

MML INVESTORS SERVICES, LLC

61K

72K

104K

195K

288K

441K

$23M

Vestmark Advisory Solutions, Inc.

—

268K

137K

280K

441K

$23M

Betterment LLC

—

324K

348K

$18M

August Group Capital Ltd

—

178K

316K

$16M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	213	28,761,023	—	$1.5B
2025-Q4	172	17,184,551	—	$889M
2025-Q3	150	16,795,127	—	$873M
2025-Q2	124	10,494,461	—	$545M
2025-Q1	104	8,084,167	—	$418M

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

▸Register gapwho owns your peers and not you

13F

Institutional ownership· 13F filers holding CLOA · 2026-Q1 methodology → sources →

213 holders

% of shares outstanding held

—

Shares held (13F)

28,761,023

Reporting holders

213

Active share of register91.8%206 active filers

Index / screened out8.2%7 filers

Reporting holders2132026-Q1

Top-10 concentration59.0%

HHI0.0713

Effective holders14.0

Crowding percentile—

Crowding percentile withheld — no market cap for CLOA in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.

Top holders

largest 100 of 213 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	Richard Bernstein Advisors LLC	6,186,6646.2M	$321M	—	NEW
2	ENVESTNET ASSET MANAGEMENT INC	2,670,7772.7M	$138M	—	ADD 57%
3	BlackRock, Inc.	2,097,3592.1M	$109M	—	ADD 22%
4	LPL Financial LLC	1,939,8911.9M	$101M	—	ADD 12%
5	Advocacy Wealth Management, LLC	1,053,7871.1M	$55M	—	ADD 42%
6	MORGAN STANLEY	825,489825,489	$43M	—	ADD 233%
7	Cetera Investment Advisers	587,388587,388	$30M	—	ADD 31%
8	INSPIRION WEALTH ADVISORS, LLC	563,343563,343	$29M	—	ADD 13%
9	JPMORGAN CHASE & CO	537,727537,727	$28M	—	TRIM -53%
10	Pallas Capital Advisors LLC	512,982512,982	$27M	—	TRIM -8%
11	CenturyLink Investment Management Co	511,600511,600	$27M	—	NEW
12	MML INVESTORS SERVICES, LLC	440,930440,930	$23M	—	ADD 53%
13	Vestmark Advisory Solutions, Inc.	440,508440,508	$23M	—	ADD 57%
14	Betterment LLC	348,450348,450	$18M	—	ADD 7%
15	August Group Capital Ltd	316,340316,340	$16M	—	ADD 78%
16	Goldstone Financial Group, LLC	303,923303,923	$16M	—	ADD 15%
17	Landing Point Financial Group, LLC	298,253298,253	$15M	—	ADD 10%
18	OneDigital Investment Advisors LLC	292,367292,367	$15M	—	ADD 152%
19	ASSETMARK, INC	289,664289,664	$15M	—	ADD 39%
20	AE Wealth Management LLC	274,373274,373	$14M	—	ADD 18%
21	Envestnet Portfolio Solutions, Inc.	270,914270,914	$14M	—	ADD 44%
22	COMMONWEALTH EQUITY SERVICES, LLC	258,633258,633	$13M	—	ADD 26%
23	Elequin Capital, LP	317,152317,152	$13M	—	ADD 157687%
24	Cascade Wealth Advisors, Inc	239,300239,300	$12M	—	ADD 6%
25	CacheTech Inc.	217,080217,080	$11M	—	—
26	STAR Financial Bank	213,408213,408	$11M	—	ADD 15%
27	Tower Research Capital LLC (TRC)	200,422200,422	$10M	—	ADD 219%
28	Prime Capital Investment Advisors, LLC	195,748195,748	$10M	—	ADD 566%
29	Adams Wealth Management	195,397195,397	$10M	—	—
30	Cannon Capital Management, Inc.	192,410192,410	$10M	—	ADD 43%
31	NorthCoast Asset Management LLC	188,349188,349	$10M	—	ADD 6%
32	Ferguson Shapiro LLC	184,065184,065	$10M	—	TRIM -22%
33	DRIVE WEALTH MANAGEMENT, LLC	179,552179,552	$9M	—	TRIM -18%
34	BAR HARBOR WEALTH MANAGEMENT	175,508175,508	$9M	—	TRIM -38%
35	Macro Advisors, Inc.	160,564160,564	$8M	—	NEW
36	STIFEL FINANCIAL CORP	150,804150,804	$8M	—	ADD 793%
37	ODonnell Financial Services, LLC	148,631148,631	$8M	—	ADD 6%
38	ELEVATION POINT WEALTH PARTNERS, LLC	140,420140,420	$7M	—	ADD 806%
39	UNITED CAPITAL FINANCIAL ADVISORS, LLC	138,734138,734	$7M	—	ADD 177%
40	DIVERSIFY WEALTH MANAGEMENT, LLC	137,374137,374	$7M	—	ADD 1560%
41	E6 Portfolios, LLC	134,609134,609	$7M	—	ADD 20%
42	Client First Capital LLC	134,379134,379	$7M	—	NEW
43	KICKSTAND VENTURES, LLC.	124,539124,539	$6M	—	TRIM -2%
44	BANK OF MONTREAL /CAN/	121,940121,940	$6M	—	ADD 46%
45	UBS Group AG	115,393115,393	$6M	—	NEW
46	Triad Wealth Partners, LLC	114,010114,010	$6M	—	ADD 91%
47	POTENTIA WEALTH	111,309111,309	$6M	—	ADD 37%
48	PARK AVENUE SECURITIES LLC	110,155110,155	$6M	—	ADD 46%
49	Equitable Holdings, Inc.	99,41499,414	$5M	—	ADD 37%
50	Meiji Yasuda Life Insurance Co	98,00098,000	$5M	—	NEW
51	Private Advisor Group, LLC	94,74594,745	$5M	—	ADD 4%
52	ATX Financial Planning, LLC	91,65991,659	$5M	—	ADD 245%
53	J. Mark Nickell & Co.	86,81186,811	$4M	—	ADD 96%
54	JB Capital LLC	86,55786,557	$4M	—	ADD 36%
55	ALLSTATE CORP	84,61684,616	$4M	—	ADD 104%
56	SCOTIA CAPITAL INC.	77,65077,650	$4M	—	TRIM -6%
57	OSAIC HOLDINGS, INC.	75,47075,470	$4M	—	TRIM -28%
58	CAPTRUST FINANCIAL ADVISORS	75,08475,084	$4M	—	TRIM -29%
59	CITADEL ADVISORS LLC	72,60872,608	$4M	—	NEW
60	RAYMOND JAMES FINANCIAL INC	71,67371,673	$4M	—	ADD 28%
61	Aureus Asset Management, LLC	70,83470,834	$4M	—	ADD 7%
62	Bulwark Capital Corp	70,69570,695	$4M	—	ADD 56%
63	Rockport Wealth LLC	67,23267,232	$3M	—	ADD 74%
64	NewEdge Wealth, LLC	64,33064,330	$3M	—	NEW
65	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	61,61761,617	$3M	—	ADD 32%
66	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	60,88260,882	$3M	—	NEW
67	HUB Investment Partners, LLC	60,54260,542	$3M	—	NEW
68	TRUIST FINANCIAL CORP	58,29558,295	$3M	—	TRIM -3%
69	NorthRock Partners, LLC	56,64256,642	$3M	—	ADD 167%
70	SCHRODER INVESTMENT MANAGEMENT GROUP	49,41649,416	$3M	—	ADD 78%
71	Brookstone Capital Management	41,02141,021	$2M	—	TRIM -3%
72	TOEWS CORP /ADV	40,50040,500	$2M	—	TRIM -7%
73	NORTHBRIDGE FINANCIAL GROUP, LLC	37,10037,100	$2M	—	TRIM -22%
74	IHT Wealth Management, LLC	35,58835,588	$2M	—	NEW
75	Impact Partnership Wealth, LLC	35,18135,181	$2M	—	ADD 19%
76	EHRLICH FINANCIAL GROUP	34,88834,888	$2M	—	NEW
77	Sequoia Financial Advisors, LLC	34,64534,645	$2M	—	ADD 45%
78	Cambridge Investment Research Advisors, Inc.	32,65632,656	$2M	—	ADD 3%
79	Cox Capital Mgt LLC	32,52532,525	$2M	—	ADD 12%
80	PARSONS CAPITAL MANAGEMENT INC/RI	32,07032,070	$2M	—	TRIM -13%
81	IFP Advisors, Inc	31,91131,911	$2M	—	TRIM -22%
82	Ameritas Advisory Services, LLC	30,97230,972	$2M	—	NEW
83	Sovran Advisors, LLC	29,90029,900	$2M	—	NEW
84	Mariner, LLC	29,57929,579	$2M	—	NEW
85	MAINSAIL ASSET MANAGEMENT, LLC	29,45529,455	$2M	—	TRIM -29%
86	Centennial Wealth Advisory LLC	29,27529,275	$2M	—	ADD 3%
87	HM PAYSON & CO	29,06629,066	$2M	—	NEW
88	Independent Advisor Alliance	28,82928,829	$1M	—	NEW
89	LAFFER TENGLER INVESTMENTS, INC.	27,22327,223	$1M	—	ADD 8%
90	Constellation Investments, Inc.	27,00027,000	$1M	—	TRIM -65%
91	Orion Porfolio Solutions, LLC	25,20725,207	$1M	—	ADD 24%
92	Stratos Wealth Partners, LTD.	24,36424,364	$1M	—	NEW
93	OPPENHEIMER & CO INC	24,35124,351	$1M	—	NEW
94	Elwood & Goetz Wealth Advisory Group, LLC	24,17824,178	$1M	—	—
95	Triumph Capital Management	24,08624,086	$1M	—	—
96	Invst, LLC	24,04424,044	$1M	—	ADD 17%
97	Castle Rock Wealth Management, LLC	23,88623,886	$1M	—	NEW
98	Ausdal Financial Partners, Inc.	23,30823,308	$1M	—	ADD 22%
99	CARY STREET PARTNERS FINANCIAL LLC	22,76322,763	$1M	—	TRIM -7%
100	Bank of New York Mellon Corp	22,68822,688	$1M	—	TRIM -19%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Buyers & sellers2026-Q1 vs 2025-Q4 · 160 bought / 57 sold · net +11,576,472 shares · 29.3d of ADV

Bought160 filers

Shares: 13,514,469
Value: $701M
Opened: 60 · 8,011,580 sh
Days of ADV: 34.2d

Sold57 filers

Shares: 1,937,997
Value: $100M
Closed: 19 · 723,981 sh
Days of ADV: 4.9d

Net (all filers) +11,576,472 sh · $600M · 67.4% of the prior register

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

Richard Bernstein Advisors LLC

—

6.2M

$321M

ENVESTNET ASSET MANAGEMENT INC

926K

458K

807K

1.2M

1.7M

2.7M

$138M

BlackRock, Inc.

1.2M

1.3M

1.7M

2.1M

$109M

LPL Financial LLC

634K

858K

1.1M

1.5M

1.7M

1.9M

$101M

Advocacy Wealth Management, LLC

—

489K

526K

668K

741K

1.1M

$55M

MORGAN STANLEY

173K

72K

144K

157K

248K

825K

$43M

Cetera Investment Advisers

211K

160K

255K

315K

447K

587K

$30M

INSPIRION WEALTH ADVISORS, LLC

—

436K

—

500K

563K

$29M

JPMORGAN CHASE & CO

124K

133K

136K

284K

1.1M

538K

$28M

Pallas Capital Advisors LLC

392K

435K

477K

502K

560K

513K

$27M

CenturyLink Investment Management Co

—

512K

$27M

MML INVESTORS SERVICES, LLC

61K

72K

104K

195K

288K

441K

$23M

Vestmark Advisory Solutions, Inc.

—

268K

137K

280K

441K

$23M

Betterment LLC

—

324K

348K

$18M

August Group Capital Ltd

—

178K

316K

$16M

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	213	28,761,023	—	$1.5B
2025-Q4	172	17,184,551	—	$889M
2025-Q3	150	16,795,127	—	$873M
2025-Q2	124	10,494,461	—	$545M
2025-Q1	104	8,084,167	—	$418M

Short interest has its own tab now — open SI →

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13F

CLOA☆

Institutional ownership· 13F filers holding CLOA · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

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Institutional ownership· 13F filers holding CLOA · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

▸Register gapwho owns your peers and not you

CLOA