§ EQUITY
USDCLOA
ISHARES AAA CLO ACT ETF-USDI
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
154 increased/new, 73 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Richard Bernstein Advisors LLC | 6.2M | 9.3% | n/a |
| ENVESTNET ASSET MANAGEMENT INC | 2.7M | 0.0% | +57% |
| BlackRock, Inc. | 2.1M | 0.0% | +22% |
| LPL Financial LLC | 1.9M | 0.0% | +12% |
| Advocacy Wealth Management, LLC | 1.1M | 2.4% | +42% |
| Morgan Stanley | 825K | 0.0% | +233% |
◇ AC INTELLIGENCE
Top institutional owners for CLOA as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER84.9% · 193 holders
PASSIVE / INDEX7.2% · 1 holder
DEALER / BANK7.1% · 16 holders
INCOME / DEFENSIVE0.3% · 1 holder
TACTICAL / MACRO0.3% · 1 holder
QUALITY / COMPOUNDER0.2% · 1 holder
SYSTEMATIC / QUANT0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for CLOA in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention CLOA yet.