We are live on ! Find out more
CLOA icon

BlackRock ETF Trust II iShares AAA CLO Active ETF
CLOA

Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$89.6M +$10.2M +197,443 +13%
BlackRock
2
BlackRock
New York
$88.8M +$23.4M +452,410 +36%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$87.9M +$24.7M +477,325 +39%
JP Morgan Chase
4
JP Morgan Chase
New York
$59.3M +$52M +1,003,933 +708%
AWMS
5
Advocacy Wealth Management Services
Georgia
$38.4M +$3.81M +73,484 +11%
PCA
6
Pallas Capital Advisors
Massachusetts
$29M +$2.98M +57,503 +11%
IWA
7
Inspirion Wealth Advisors
Illinois
$25.9M +$25.9M +499,926 New
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$23.2M +$6.84M +131,968 +42%
Bank of America
9
Bank of America
North Carolina
$20.7M +$18M +347,446 +661%
Betterment LLC
10
Betterment LLC
New York
$16.8M +$16.8M +324,160 New
MML Investors Services
11
MML Investors Services
Massachusetts
$14.9M +$4.81M +92,841 +48%
BHWM
12
Bar Harbor Wealth Management
New Hampshire
$14.7M +$1.35M +26,051 +10%
VAS
13
Vestmark Advisory Solutions
Massachusetts
$14.5M +$7.41M +143,012 +104%
LPFG
14
Landing Point Financial Group
Ohio
$14M +$789K +15,235 +6%
GFG
15
Goldstone Financial Group
Illinois
$13.7M +$677K +13,063 +5%
Morgan Stanley
16
Morgan Stanley
New York
$12.8M +$4.71M +90,982 +58%
FS
17
Ferguson Shapiro
Georgia
$12.2M +$3.11M +60,084 +34%
AWM
18
AE Wealth Management
Kansas
$12M +$840K +16,218 +8%
CWA
19
Cascade Wealth Advisors
Washington
$11.8M +$1.87M +36,026 +19%
CI
20
CacheTech Inc
Utah
$11.3M -$2.88M -55,579 -20%
DWM
21
Drive Wealth Management
Utah
$11.3M +$3.11M +60,082 +38%
AssetMark Inc
22
AssetMark Inc
California
$10.8M +$2.35M +45,319 +28%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$10.6M +$3.91M +75,543 +59%
AWM
24
Adams Wealth Management
Utah
$10M -$2.68M -51,678 -21%
Envestnet Portfolio Solutions
25
Envestnet Portfolio Solutions
Illinois
$9.75M +$4.51M +87,032 +86%
1
2 3 4 5