Who owns YCLO?
Franklin BSP CLO ETF · Franklin
9 institutions reported holding YCLO, worth $55.4M, in Form 13F filings for June 30, 2026.
Top 9 institutional holders of YCLO
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Franklin Resources Inc. | San Mateo, CA | $15.1M | 600,000 | New position |
| Barclays PLC | London, United Kingdom | $10.1M | 400,000 | New position |
| Bank of America Corp. | Charlotte, NC | $5.0M | 200,000 | New position |
| Morgan Stanley | New York, NY | $5.0M | 200,000 | New position |
| Goldman Sachs Group Inc. | New York, NY | $5.0M | 200,000 | New position |
| Citigroup Inc. | New York, NY | $5.0M | 200,000 | New position |
| JPMorgan Chase & Co | New York, NY | $5.0M | 200,000 | New position |
| Bank of Montreal | Toronto, Ontario, Canada | $5.0M | 199,448 | New position |
| Royal Bank of Canada | Toronto, Ontario, Canada | $5K | 184 | 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 YCLO?
9 institutional managers reported holding YCLO in Form 13F filings for June 30, 2026, worth $55.4M in total. The largest reported position was held by Franklin Resources Inc., at $15.1M.
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 YCLO 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.