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.
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.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Jupiter Topco LLC new | 3,029,436 | $157M | 11.8% | 2026-Q2 |
| BlackRock, Inc. added | 2,360,268 | $123M | 9.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 2,017,944 | $105M | 7.8% | 2026-Q2 |
| LPL Financial LLC added | 1,968,129 | $102M | 7.6% | 2026-Q2 |
| Advocacy Wealth Management, LLC added | 1,099,924 | $57M | 4.3% | 2026-Q2 |
| MORGAN STANLEY added | 967,249 | $50M | 3.8% | 2026-Q2 |
| INSPIRION WEALTH ADVISORS, LLC added | 662,318 | $34M | 2.6% | 2026-Q2 |
| Cetera Investment Advisers added | 648,045 | $34M | 2.5% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 587,131 | $30M | 2.3% | 2026-Q2 |
| Pallas Capital Advisors LLC added | 548,355 | $28M | 2.1% | 2026-Q2 |
| CenturyLink Investment Management Co | 511,600 | $27M | 2.0% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 475,109 | $25M | 1.8% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. added | 443,792 | $23M | 1.7% | 2026-Q2 |
| Goldstone Financial Group, LLC added | 366,312 | $19M | 1.4% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 342,704 | $18M | 1.3% | 2026-Q2 |
| Macro Advisors, Inc. added | 300,843 | $16M | 1.2% | 2026-Q2 |
| Tower Research Capital LLC (TRC) added | 297,691 | $15M | 1.2% | 2026-Q2 |
| Cascade Wealth Advisors, Inc added | 283,645 | $15M | 1.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 276,254 | $14M | 1.1% | 2026-Q2 |
| Ferguson Shapiro LLC added | 271,637 | $14M | 1.1% | 2026-Q2 |
| ASSETMARK, INC trimmed | 242,828 | $13M | 0.9% | 2026-Q2 |
| CacheTech Inc. added | 242,478 | $13M | 0.9% | 2026-Q2 |
| August Group Capital Ltd trimmed | 241,765 | $13M | 0.9% | 2026-Q2 |
| STAR Financial Bank added | 237,338 | $12M | 0.9% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 226,661 | $12M | 0.9% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. trimmed | 222,048 | $12M | 0.9% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC added | 209,865 | $11M | 0.8% | 2026-Q2 |
| Adams Wealth Management added | 208,208 | $11M | 0.8% | 2026-Q2 |
| BAR HARBOR WEALTH MANAGEMENT added | 206,653 | $11M | 0.8% | 2026-Q2 |
| Keel Point, LLC added | 206,054 | $11M | 0.8% | 2026-Q2 |
| CITIGROUP INC new | 200,008 | $10M | 0.8% | 2026-Q2 |
| NorthCoast Asset Management LLC added | 193,823 | $10M | 0.8% | 2026-Q2 |
| Cannon Capital Management, Inc. trimmed | 186,813 | $10M | 0.7% | 2026-Q2 |
| DRIVE WEALTH MANAGEMENT, LLC added | 180,919 | $9M | 0.7% | 2026-Q2 |
| Equitable Holdings, Inc. added | 178,199 | $9M | 0.7% | 2026-Q2 |
| ODonnell Financial Services, LLC added | 164,802 | $9M | 0.6% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 163,521 | $8M | 0.6% | 2026-Q2 |
| E6 Portfolios, LLC added | 156,798 | $8M | 0.6% | 2026-Q2 |
| COURIER CAPITAL LLC new | 151,798 | $8M | 0.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 146,087 | $8M | 0.6% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 145,585 | $8M | 0.6% | 2026-Q2 |
| ELEVATION POINT WEALTH PARTNERS, LLC added | 144,074 | $7M | 0.6% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 138,520 | $7M | 0.5% | 2026-Q2 |
| Client First Capital LLC added | 137,395 | $7M | 0.5% | 2026-Q2 |
| KICKSTAND VENTURES, LLC. added | 128,098 | $7M | 0.5% | 2026-Q2 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. trimmed | 125,500 | $7M | 0.5% | 2026-Q2 |
| STOCK YARDS BANK & TRUST CO new | 123,196 | $6M | 0.5% | 2026-Q2 |
| NewEdge Wealth, LLC added | 118,626 | $6M | 0.5% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC trimmed | 116,615 | $6M | 0.5% | 2026-Q2 |
| Diversify Advisory Services, LLC added | 116,615 | $6M | 0.5% | 2026-Q2 |
| ATX Financial Planning, LLC added | 115,525 | $6M | 0.4% | 2026-Q2 |
| UBS Group AG trimmed | 115,165 | $6M | 0.4% | 2026-Q2 |
| ALLSTATE CORP added | 110,660 | $6M | 0.4% | 2026-Q2 |
| Private Advisor Group, LLC added | 108,902 | $6M | 0.4% | 2026-Q2 |
| Prasad Wealth Partners, LLC new | 108,759 | $6M | 0.4% | 2026-Q2 |
| Prospera Financial Services Inc new | 99,097 | $5M | 0.4% | 2026-Q2 |
| Bulwark Capital Corp added | 98,567 | $5M | 0.4% | 2026-Q2 |
| Meiji Yasuda Life Insurance Co | 98,000 | $5M | 0.4% | 2026-Q2 |
| SCOTIA CAPITAL INC. added | 92,963 | $5M | 0.4% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed | 87,429 | $5M | 0.3% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 86,666 | $4M | 0.3% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 85,857 | $4M | 0.3% | 2026-Q2 |
| POTENTIA WEALTH trimmed | 78,490 | $4M | 0.3% | 2026-Q2 |
| WINTON GROUP Ltd new | 78,033 | $4M | 0.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 75,501 | $4M | 0.3% | 2026-Q2 |
| Aureus Asset Management, LLC added | 74,935 | $4M | 0.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 74,487 | $4M | 0.3% | 2026-Q2 |
| Rockport Wealth LLC added | 72,375 | $4M | 0.3% | 2026-Q2 |
| JB Capital LLC trimmed | 69,133 | $4M | 0.3% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 65,909 | $3M | 0.3% | 2026-Q2 |
| Triad Wealth Partners, LLC trimmed | 65,841 | $3M | 0.3% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 60,882 | $3M | 0.2% | 2026-Q2 |
| Lido Advisors, LLC new | 59,604 | $3M | 0.2% | 2026-Q2 |
| HUB Investment Partners, LLC trimmed | 54,667 | $3M | 0.2% | 2026-Q2 |
| Mutual Advisors, LLC added | 53,024 | $3M | 0.2% | 2026-Q2 |
| Landing Point Financial Group, LLC trimmed | 52,493 | $3M | 0.2% | 2026-Q2 |
| NorthRock Partners, LLC trimmed | 50,787 | $3M | 0.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 50,502 | $3M | 0.2% | 2026-Q2 |
| J. Mark Nickell & Co. added | 48,459 | $3M | 0.2% | 2026-Q2 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors trimmed | 47,737 | $2M | 0.2% | 2026-Q2 |
| Impact Partnership Wealth, LLC added | 44,728 | $2M | 0.2% | 2026-Q2 |
| BASSO CAPITAL MANAGEMENT, L.P. new | 41,745 | $2M | 0.2% | 2026-Q2 |
| TOEWS CORP /ADV | 40,500 | $2M | 0.2% | 2026-Q2 |
| Brookstone Capital Management trimmed | 38,337 | $2M | 0.1% | 2026-Q2 |
| NWAM LLC added | 37,958 | $2M | 0.1% | 2026-Q2 |
| Simplicity Wealth,LLC added | 37,881 | $2M | 0.1% | 2026-Q2 |
| Sovran Advisors, LLC added | 36,852 | $2M | 0.1% | 2026-Q2 |
| Pasadena Private Wealth, LLC new | 36,559 | $2M | 0.1% | 2026-Q2 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors added | 35,113 | $2M | 0.1% | 2026-Q2 |
| EHRLICH FINANCIAL GROUP trimmed | 33,919 | $2M | 0.1% | 2026-Q2 |
| Cox Capital Mgt LLC trimmed | 32,178 | $2M | 0.1% | 2026-Q2 |
| SILVERLAKE WEALTH MANAGEMENT LLC added | 31,633 | $2M | 0.1% | 2026-Q2 |
| Elwood & Goetz Wealth Advisory Group, LLC added | 30,956 | $2M | 0.1% | 2026-Q2 |
| IHT Wealth Management, LLC trimmed | 30,792 | $2M | 0.1% | 2026-Q2 |
| MAINSAIL ASSET MANAGEMENT, LLC added | 29,666 | $2M | 0.1% | 2026-Q2 |
| Centennial Wealth Advisory LLC added | 29,369 | $2M | 0.1% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 29,154 | $2M | 0.1% | 2026-Q2 |
| HM PAYSON & CO | 29,066 | $2M | 0.1% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 28,949 | $2M | 0.1% | 2026-Q2 |
| SHP Wealth Management added | 27,445 | $1M | 0.1% | 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.
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.