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Institutional Ownership · SEC Form 13F

Who owns CLOA


Which tracked institutional funds hold CLOA, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CLOA company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-20). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

241
Institutional holders
27M
Shares held (tracked funds)

How the tape is positioned

79 tracked funds added or opened CLOA while 41 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

CLOA’s largest tracked holder by dollar value, Jupiter Topco LLC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes CLOA more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in CLOA divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2026-Q1 and 2026-Q2, across 241 tracked filers holding CLOA, 150 increased or opened the position and 92 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in CLOA between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 22

  • Jupiter Topco LLC$157M
  • CITIGROUP INC$10M
  • COURIER CAPITAL LLC$8M
  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$8M
  • STOCK YARDS BANK & TRUST CO$6M
  • Diversify Advisory Services, LLC$6M

Full exits 11

  • Richard Bernstein Advisors LLC$321M
  • Betterment LLC$18M
  • PARK AVENUE SECURITIES LLC$6M
  • CITADEL ADVISORS LLC$4M
  • Cambridge Investment Research Advisors, Inc.$2M
  • Independent Advisor Alliance$1M

Largest adds

  • BlackRock, Inc.$14M
  • MORGAN STANLEY$7M
  • Macro Advisors, Inc.$7M
  • Tower Research Capital LLC (TRC)$5M
  • INSPIRION WEALTH ADVISORS, LLC$5M
  • Ferguson Shapiro LLC$5M

Largest trims

  • ENVESTNET ASSET MANAGEMENT INC$34M
  • EverSource Wealth Advisors, LLC$23M
  • Landing Point Financial Group, LLC$13M
  • Elequin Capital, LP$13M
  • August Group Capital Ltd$4M
  • UNITED CAPITAL FINANCIAL ADVISORS, LLC$3M

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
Jupiter Topco LLC new3,029,436$157M11.8%2026-Q2
BlackRock, Inc. added2,360,268$123M9.2%2026-Q2
ENVESTNET ASSET MANAGEMENT INC trimmed2,017,944$105M7.8%2026-Q2
LPL Financial LLC added1,968,129$102M7.6%2026-Q2
Advocacy Wealth Management, LLC added1,099,924$57M4.3%2026-Q2
MORGAN STANLEY added967,249$50M3.8%2026-Q2
INSPIRION WEALTH ADVISORS, LLC added662,318$34M2.6%2026-Q2
Cetera Investment Advisers added648,045$34M2.5%2026-Q2
JPMORGAN CHASE & CO added587,131$30M2.3%2026-Q2
Pallas Capital Advisors LLC added548,355$28M2.1%2026-Q2
CenturyLink Investment Management Co511,600$27M2.0%2026-Q2
MML INVESTORS SERVICES, LLC added475,109$25M1.8%2026-Q2
Vestmark Advisory Solutions, Inc. added443,792$23M1.7%2026-Q2
Goldstone Financial Group, LLC added366,312$19M1.4%2026-Q2
OneDigital Investment Advisors LLC added342,704$18M1.3%2026-Q2
Macro Advisors, Inc. added300,843$16M1.2%2026-Q2
Tower Research Capital LLC (TRC) added297,691$15M1.2%2026-Q2
Cascade Wealth Advisors, Inc added283,645$15M1.1%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC added276,254$14M1.1%2026-Q2
Ferguson Shapiro LLC added271,637$14M1.1%2026-Q2
ASSETMARK, INC trimmed242,828$13M0.9%2026-Q2
CacheTech Inc. added242,478$13M0.9%2026-Q2
August Group Capital Ltd trimmed241,765$13M0.9%2026-Q2
STAR Financial Bank added237,338$12M0.9%2026-Q2
AE Wealth Management LLC trimmed226,661$12M0.9%2026-Q2
Envestnet Portfolio Solutions, Inc. trimmed222,048$12M0.9%2026-Q2
Prime Capital Investment Advisors, LLC added209,865$11M0.8%2026-Q2
Adams Wealth Management added208,208$11M0.8%2026-Q2
BAR HARBOR WEALTH MANAGEMENT added206,653$11M0.8%2026-Q2
Keel Point, LLC added206,054$11M0.8%2026-Q2
CITIGROUP INC new200,008$10M0.8%2026-Q2
NorthCoast Asset Management LLC added193,823$10M0.8%2026-Q2
Cannon Capital Management, Inc. trimmed186,813$10M0.7%2026-Q2
DRIVE WEALTH MANAGEMENT, LLC added180,919$9M0.7%2026-Q2
Equitable Holdings, Inc. added178,199$9M0.7%2026-Q2
ODonnell Financial Services, LLC added164,802$9M0.6%2026-Q2
BANK OF MONTREAL /CAN/ added163,521$8M0.6%2026-Q2
E6 Portfolios, LLC added156,798$8M0.6%2026-Q2
COURIER CAPITAL LLC new151,798$8M0.6%2026-Q2
OSAIC HOLDINGS, INC. added146,087$8M0.6%2026-Q2
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added145,585$8M0.6%2026-Q2
ELEVATION POINT WEALTH PARTNERS, LLC added144,074$7M0.6%2026-Q2
STIFEL FINANCIAL CORP trimmed138,520$7M0.5%2026-Q2
Client First Capital LLC added137,395$7M0.5%2026-Q2
KICKSTAND VENTURES, LLC. added128,098$7M0.5%2026-Q2
PENSION & WEALTH MANAGEMENT ADVISORS, INC. trimmed125,500$7M0.5%2026-Q2
STOCK YARDS BANK & TRUST CO new123,196$6M0.5%2026-Q2
NewEdge Wealth, LLC added118,626$6M0.5%2026-Q2
DIVERSIFY WEALTH MANAGEMENT, LLC trimmed116,615$6M0.5%2026-Q2
Diversify Advisory Services, LLC added116,615$6M0.5%2026-Q2
ATX Financial Planning, LLC added115,525$6M0.4%2026-Q2
UBS Group AG trimmed115,165$6M0.4%2026-Q2
ALLSTATE CORP added110,660$6M0.4%2026-Q2
Private Advisor Group, LLC added108,902$6M0.4%2026-Q2
Prasad Wealth Partners, LLC new108,759$6M0.4%2026-Q2
Prospera Financial Services Inc new99,097$5M0.4%2026-Q2
Bulwark Capital Corp added98,567$5M0.4%2026-Q2
Meiji Yasuda Life Insurance Co98,000$5M0.4%2026-Q2
SCOTIA CAPITAL INC. added92,963$5M0.4%2026-Q2
UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed87,429$5M0.3%2026-Q2
CAPTRUST FINANCIAL ADVISORS added86,666$4M0.3%2026-Q2
Ameritas Advisory Services, LLC added85,857$4M0.3%2026-Q2
POTENTIA WEALTH trimmed78,490$4M0.3%2026-Q2
WINTON GROUP Ltd new78,033$4M0.3%2026-Q2
RAYMOND JAMES FINANCIAL INC added75,501$4M0.3%2026-Q2
Aureus Asset Management, LLC added74,935$4M0.3%2026-Q2
GOLDMAN SACHS GROUP INC added74,487$4M0.3%2026-Q2
Rockport Wealth LLC added72,375$4M0.3%2026-Q2
JB Capital LLC trimmed69,133$4M0.3%2026-Q2
SCHRODER INVESTMENT MANAGEMENT GROUP added65,909$3M0.3%2026-Q2
Triad Wealth Partners, LLC trimmed65,841$3M0.3%2026-Q2
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC60,882$3M0.2%2026-Q2
Lido Advisors, LLC new59,604$3M0.2%2026-Q2
HUB Investment Partners, LLC trimmed54,667$3M0.2%2026-Q2
Mutual Advisors, LLC added53,024$3M0.2%2026-Q2
Landing Point Financial Group, LLC trimmed52,493$3M0.2%2026-Q2
NorthRock Partners, LLC trimmed50,787$3M0.2%2026-Q2
TRUIST FINANCIAL CORP trimmed50,502$3M0.2%2026-Q2
J. Mark Nickell & Co. added48,459$3M0.2%2026-Q2
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors trimmed47,737$2M0.2%2026-Q2
Impact Partnership Wealth, LLC added44,728$2M0.2%2026-Q2
BASSO CAPITAL MANAGEMENT, L.P. new41,745$2M0.2%2026-Q2
TOEWS CORP /ADV40,500$2M0.2%2026-Q2
Brookstone Capital Management trimmed38,337$2M0.1%2026-Q2
NWAM LLC added37,958$2M0.1%2026-Q2
Simplicity Wealth,LLC added37,881$2M0.1%2026-Q2
Sovran Advisors, LLC added36,852$2M0.1%2026-Q2
Pasadena Private Wealth, LLC new36,559$2M0.1%2026-Q2
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors added35,113$2M0.1%2026-Q2
EHRLICH FINANCIAL GROUP trimmed33,919$2M0.1%2026-Q2
Cox Capital Mgt LLC trimmed32,178$2M0.1%2026-Q2
SILVERLAKE WEALTH MANAGEMENT LLC added31,633$2M0.1%2026-Q2
Elwood & Goetz Wealth Advisory Group, LLC added30,956$2M0.1%2026-Q2
IHT Wealth Management, LLC trimmed30,792$2M0.1%2026-Q2
MAINSAIL ASSET MANAGEMENT, LLC added29,666$2M0.1%2026-Q2
Centennial Wealth Advisory LLC added29,369$2M0.1%2026-Q2
IFP Advisors, Inc trimmed29,154$2M0.1%2026-Q2
HM PAYSON & CO29,066$2M0.1%2026-Q2
Kingsview Wealth Management, LLC added28,949$2M0.1%2026-Q2
SHP Wealth Management added27,445$1M0.1%2026-Q2

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership