Who owns CLOA (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-Q1 13F filings. 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
The tracked-fund tape on CLOA is one-sided between 2025-Q4 and 2026-Q1: 82 added or opened and 26 trimmed or exited — on balance accumulating.
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, Richard Bernstein Advisors LLC, sizes it at 9.3% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 9.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
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 2025-Q4 and 2026-Q1, across 213 tracked filers holding CLOA, 159 increased or opened the position and 58 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 2025-Q4 and 2026-Q1 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 29
- Richard Bernstein Advisors LLC$321M
- CenturyLink Investment Management Co$27M
- EverSource Wealth Advisors, LLC$23M
- Macro Advisors, Inc.$8M
- Client First Capital LLC$7M
- UBS Group AG$6M
Full exits 7
- BANK OF AMERICA CORP /DE/$21M
- Diversify Advisory Services, LLC$5M
- GOLDMAN SACHS GROUP INC$3M
- PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$3M
- Heck Capital Advisors, LLC$2M
- U.S. Capital Wealth Advisors, LLC$742K
Largest adds
- ENVESTNET ASSET MANAGEMENT INC$51M
- MORGAN STANLEY$30M
- BlackRock, Inc.$20M
- Advocacy Wealth Management, LLC$16M
- Elequin Capital, LP$13M
- LPL Financial LLC$11M
Largest trims
- JPMORGAN CHASE & CO$31M
- BAR HARBOR WEALTH MANAGEMENT$6M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$3M
- Ferguson Shapiro LLC$3M
- Constellation Investments, Inc.$3M
- Pallas Capital Advisors LLC$2M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Richard Bernstein Advisors LLC new | 6,186,664 | $321M | 18.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 2,670,777 | $138M | 7.9% | 2026-Q1 |
| BlackRock, Inc. added | 2,097,359 | $109M | 6.2% | 2026-Q1 |
| LPL Financial LLC added | 1,939,891 | $101M | 5.8% | 2026-Q1 |
| Advocacy Wealth Management, LLC added | 1,053,787 | $55M | 3.1% | 2026-Q1 |
| MORGAN STANLEY added | 825,489 | $43M | 2.5% | 2026-Q1 |
| Cetera Investment Advisers added | 587,388 | $30M | 1.7% | 2026-Q1 |
| INSPIRION WEALTH ADVISORS, LLC added | 563,343 | $29M | 1.7% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 537,727 | $28M | 1.6% | 2026-Q1 |
| Pallas Capital Advisors LLC trimmed | 512,982 | $27M | 1.5% | 2026-Q1 |
| CenturyLink Investment Management Co new | 511,600 | $27M | 1.5% | 2026-Q1 |
| EverSource Wealth Advisors, LLC new | 132,771 | $23M | 1.3% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 440,930 | $23M | 1.3% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. added | 440,508 | $23M | 1.3% | 2026-Q1 |
| Betterment LLC added | 348,450 | $18M | 1.0% | 2026-Q1 |
| August Group Capital Ltd added | 316,340 | $16M | 0.9% | 2026-Q1 |
| Goldstone Financial Group, LLC added | 303,923 | $16M | 0.9% | 2026-Q1 |
| Landing Point Financial Group, LLC added | 298,253 | $15M | 0.9% | 2026-Q1 |
| OneDigital Investment Advisors LLC added | 292,367 | $15M | 0.9% | 2026-Q1 |
| ASSETMARK, INC added | 289,664 | $15M | 0.9% | 2026-Q1 |
| AE Wealth Management LLC added | 274,373 | $14M | 0.8% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. added | 270,914 | $14M | 0.8% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 258,633 | $13M | 0.8% | 2026-Q1 |
| Elequin Capital, LP added | 317,152 | $13M | 0.7% | 2026-Q1 |
| Cascade Wealth Advisors, Inc added | 239,300 | $12M | 0.7% | 2026-Q1 |
| CacheTech Inc. trimmed | 217,080 | $11M | 0.6% | 2026-Q1 |
| STAR Financial Bank added | 213,408 | $11M | 0.6% | 2026-Q1 |
| Tower Research Capital LLC (TRC) added | 200,422 | $10M | 0.6% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC added | 195,748 | $10M | 0.6% | 2026-Q1 |
| Adams Wealth Management added | 195,397 | $10M | 0.6% | 2026-Q1 |
| Cannon Capital Management, Inc. added | 192,410 | $10M | 0.6% | 2026-Q1 |
| NorthCoast Asset Management LLC added | 188,349 | $10M | 0.6% | 2026-Q1 |
| Ferguson Shapiro LLC trimmed | 184,065 | $10M | 0.5% | 2026-Q1 |
| DRIVE WEALTH MANAGEMENT, LLC trimmed | 179,552 | $9M | 0.5% | 2026-Q1 |
| BAR HARBOR WEALTH MANAGEMENT trimmed | 175,508 | $9M | 0.5% | 2026-Q1 |
| Macro Advisors, Inc. new | 160,564 | $8M | 0.5% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 150,804 | $8M | 0.4% | 2026-Q1 |
| ODonnell Financial Services, LLC added | 148,631 | $8M | 0.4% | 2026-Q1 |
| ELEVATION POINT WEALTH PARTNERS, LLC added | 140,420 | $7M | 0.4% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 138,734 | $7M | 0.4% | 2026-Q1 |
| DIVERSIFY WEALTH MANAGEMENT, LLC added | 137,374 | $7M | 0.4% | 2026-Q1 |
| E6 Portfolios, LLC added | 134,609 | $7M | 0.4% | 2026-Q1 |
| Client First Capital LLC new | 134,379 | $7M | 0.4% | 2026-Q1 |
| KICKSTAND VENTURES, LLC. trimmed | 124,539 | $6M | 0.4% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 121,940 | $6M | 0.4% | 2026-Q1 |
| UBS Group AG added | 115,393 | $6M | 0.3% | 2026-Q1 |
| Triad Wealth Partners, LLC added | 114,010 | $6M | 0.3% | 2026-Q1 |
| POTENTIA WEALTH added | 111,309 | $6M | 0.3% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 110,155 | $6M | 0.3% | 2026-Q1 |
| Equitable Holdings, Inc. added | 99,414 | $5M | 0.3% | 2026-Q1 |
| Meiji Yasuda Life Insurance Co new | 98,000 | $5M | 0.3% | 2026-Q1 |
| Private Advisor Group, LLC added | 94,745 | $5M | 0.3% | 2026-Q1 |
| ATX Financial Planning, LLC added | 91,659 | $5M | 0.3% | 2026-Q1 |
| JB Capital LLC added | 86,557 | $4M | 0.3% | 2026-Q1 |
| ALLSTATE CORP added | 84,616 | $4M | 0.3% | 2026-Q1 |
| SCOTIA CAPITAL INC. trimmed | 77,650 | $4M | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 75,470 | $4M | 0.2% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 75,084 | $4M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 72,608 | $4M | 0.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 71,673 | $4M | 0.2% | 2026-Q1 |
| Aureus Asset Management, LLC added | 70,834 | $4M | 0.2% | 2026-Q1 |
| Bulwark Capital Corp added | 70,695 | $4M | 0.2% | 2026-Q1 |
| Rockport Wealth LLC added | 67,232 | $3M | 0.2% | 2026-Q1 |
| NewEdge Wealth, LLC added | 64,330 | $3M | 0.2% | 2026-Q1 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors added | 61,617 | $3M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC new | 60,882 | $3M | 0.2% | 2026-Q1 |
| HUB Investment Partners, LLC new | 60,542 | $3M | 0.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 58,295 | $3M | 0.2% | 2026-Q1 |
| NorthRock Partners, LLC added | 56,642 | $3M | 0.2% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 49,416 | $3M | 0.1% | 2026-Q1 |
| J. Mark Nickell & Co. trimmed | 41,299 | $2M | 0.1% | 2026-Q1 |
| Brookstone Capital Management trimmed | 41,021 | $2M | 0.1% | 2026-Q1 |
| TOEWS CORP /ADV trimmed | 40,500 | $2M | 0.1% | 2026-Q1 |
| NORTHBRIDGE FINANCIAL GROUP, LLC trimmed | 37,100 | $2M | 0.1% | 2026-Q1 |
| IHT Wealth Management, LLC new | 35,588 | $2M | 0.1% | 2026-Q1 |
| Impact Partnership Wealth, LLC added | 35,181 | $2M | 0.1% | 2026-Q1 |
| EHRLICH FINANCIAL GROUP new | 34,888 | $2M | 0.1% | 2026-Q1 |
| Sequoia Financial Advisors, LLC added | 34,645 | $2M | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 32,656 | $2M | 0.1% | 2026-Q1 |
| Cox Capital Mgt LLC added | 32,525 | $2M | 0.1% | 2026-Q1 |
| PARSONS CAPITAL MANAGEMENT INC/RI trimmed | 32,070 | $2M | 0.1% | 2026-Q1 |
| IFP Advisors, Inc trimmed | 31,911 | $2M | 0.1% | 2026-Q1 |
| Ameritas Advisory Services, LLC added | 30,972 | $2M | 0.1% | 2026-Q1 |
| Sovran Advisors, LLC new | 29,900 | $2M | 0.1% | 2026-Q1 |
| Mariner, LLC added | 29,579 | $2M | 0.1% | 2026-Q1 |
| MAINSAIL ASSET MANAGEMENT, LLC trimmed | 29,455 | $2M | 0.1% | 2026-Q1 |
| Centennial Wealth Advisory LLC added | 29,275 | $2M | 0.1% | 2026-Q1 |
| HM PAYSON & CO new | 29,066 | $2M | 0.1% | 2026-Q1 |
| Independent Advisor Alliance new | 28,829 | $1M | 0.1% | 2026-Q1 |
| LAFFER TENGLER INVESTMENTS, INC. added | 27,223 | $1M | 0.1% | 2026-Q1 |
| Corebridge Financial, Inc. new | 4,285,282 | $223M | 12.8% | 2025-Q3 stale |
| BANK OF AMERICA CORP /DE/ added | 400,000 | $21M | 1.2% | 2025-Q4 stale |
| WJ Wealth Management, LLC added | 384,983 | $20M | 1.1% | 2025-Q1 stale |
| Proficio Capital Partners LLC new | 167,085 | $9M | 0.5% | 2025-Q1 stale |
| Duncan Williams Asset Management, LLC new | 110,557 | $6M | 0.3% | 2025-Q2 stale |
| Diversify Advisory Services, LLC added | 99,623 | $5M | 0.3% | 2025-Q4 stale |
| GOLDMAN SACHS GROUP INC added | 63,304 | $3M | 0.2% | 2025-Q4 stale |
| Ehrenkranz Partners L.P. new | 61,601 | $3M | 0.2% | 2025-Q3 stale |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC added | 59,612 | $3M | 0.2% | 2025-Q4 stale |
| Heck Capital Advisors, LLC added | 35,367 | $2M | 0.1% | 2025-Q4 stale |
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.