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BlackRock ETF Trust II iShares AAA CLO Active ETF
CLOA

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Jupiter Topco
1
Jupiter Topco
New York
USD 157 M +USD 157 M +3,029,436 Nuevas
BlackRock
2
BlackRock
New York
USD 123 M +USD 13.6 M +262,909 +13%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
USD 105 M -USD 33.9 M -652,833 -24%
LPL Financial
4
LPL Financial
California
USD 102 M +USD 1.46 M +28,238 +1%
Advocacy Wealth Management Services
5
Advocacy Wealth Management Services
Georgia
USD 57.1 M +USD 2.39 M +46,137 +4%
Morgan Stanley
6
Morgan Stanley
New York
USD 50.2 M +USD 7.35 M +141,760 +17%
Inspirion Wealth Advisors
7
Inspirion Wealth Advisors
Illinois
USD 34.3 M +USD 5.13 M +98,975 +18%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
USD 33.6 M +USD 3.15 M +60,657 +10%
JP Morgan Chase
9
JP Morgan Chase
New York
USD 30.5 M +USD 2.56 M +49,404 +9%
Betterment LLC
10
Betterment LLC
New York
USD 30.4 M +USD 12.3 M +237,508 +68%
Pallas Capital Advisors
11
Pallas Capital Advisors
Massachusetts
USD 28.5 M +USD 1.83 M +35,373 +7%
CIM
12
CenturyLink Investment Management
Colorado
USD 26.6 M – – –
MML Investors Services
13
MML Investors Services
Massachusetts
USD 24.7 M +USD 1.77 M +34,179 +8%
Vestmark Advisory Solutions
14
Vestmark Advisory Solutions
Massachusetts
USD 23 M +USD 170 k +3,284 +0.7%
Goldstone Financial Group
15
Goldstone Financial Group
Illinois
USD 19 M +USD 3.24 M +62,389 +21%
OneDigital Investment Advisors
16
OneDigital Investment Advisors
Kansas
USD 17.8 M +USD 2.61 M +50,337 +17%
MA
17
Macro Advisors
Pennsylvania
USD 15.6 M +USD 7.28 M +140,279 +87%
Tower Research Capital (TRC)
18
Tower Research Capital (TRC)
New York
USD 15.5 M +USD 5.04 M +97,269 +49%
CWA
19
Cascade Wealth Advisors
Washington
USD 14.7 M +USD 2.3 M +44,345 +19%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
USD 14.3 M +USD 914 k +17,621 +7%
FS
21
Ferguson Shapiro
Georgia
USD 14.1 M +USD 4.54 M +87,572 +48%
AssetMark Inc
22
AssetMark Inc
California
USD 12.6 M -USD 2.43 M -46,836 -16%
CacheTech Inc
23
CacheTech Inc
Utah
USD 12.6 M +USD 1.32 M +25,398 +12%
AGC
24
August Group Capital
USD 12.6 M -USD 3.87 M -74,575 -24%
SFB
25
STAR Financial Bank
Indiana
USD 12.3 M +USD 1.24 M +23,930 +11%
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