Who owns CLOC?
AAM Crescent Clo ETF · AAM
6 institutions reported holding CLOC, worth $57.3M, in Form 13F filings for June 30, 2026.
Top 6 institutional holders of CLOC
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Sun Life Financial Inc. | Toronto, Ontario, Canada | $49.9M | 2,000,000 | No change |
| Royal Bank of Canada | Toronto, Ontario, Canada | $3.8M | 153,636 | +127,808 shares |
| Morgan Stanley | New York, NY | $1.2M | 50,000 | New position |
| Jane Street Group, LLC | New York, NY | $1.0M | 40,839 | −9,482 shares |
| LPL Financial LLC | Fort Mill, SC | $853K | 34,192 | New position |
| Kestra Advisory Services, LLC | Austin, TX | $460K | 18,457 | New position |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns CLOC?
6 institutional managers reported holding CLOC in Form 13F filings for June 30, 2026, worth $57.3M in total. The largest reported position was held by Sun Life Financial Inc., at $49.9M.
Did institutions buy or sell CLOC last quarter?
Reported 13F value rose 11.2% from March 31, 2026, which includes price moves as well as buying and selling. 3 firms reported a new position and 0 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is CLOC ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.