Who Owns INV AAA CLO FLTG RT ETF (ICLO)? -- Institutional Holders (2026-06-30)

102 institutions reported holding $374.3M of INV AAA CLO FLTG RT ETF (ICLO) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($98.7M), Invesco Ltd. ($39.3M), Bank of New York Mellon Corp ($24.2M), Private Advisor Group, LLC ($20.4M), Cetera Investment Advisers ($11.7M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$98.7M3.9MAdded
2Invesco Ltd.$39.3M1.5MTrimmed
3Bank of New York Mellon Corp$24.2M944,869Trimmed
4Private Advisor Group, LLC$20.4M798,342Added
5Cetera Investment Advisers$11.7M457,219Added
6Commonwealth Financial Services, LLC$11.5M450,516New
7Modern Wealth Management, LLC$10.7M417,404Added
8FLAGSHIP HARBOR ADVISORS, LLC$10.3M402,524Added
9Kingsview Wealth Management, LLC$9.6M374,166Added
10ENVESTNET ASSET MANAGEMENT INC$9.5M372,585Added
11San Luis Wealth Advisors LLC$7.9M310,063Added
12Concurrent Investment Advisors, LLC$7.5M291,375Added
13Cambridge Investment Research Advisors, Inc.$6.5M256,021Added
14Rooted Wealth Advisors, Inc.$6.3M246,958Added
15Stewardship Advisors, LLC$5.3M208,998Added
16JONES FINANCIAL COMPANIES LLLP$5.1M197,815Added
17PNC Financial Services Group, Inc.$5.0M194,890Added
18ELEVATUS WELATH MANAGEMENT$4.8M188,250Added
19Garden State Investment Advisory Services LLC$4.6M177,979Added
20RITHOLTZ WEALTH MANAGEMENT$4.5M176,916Trimmed
21ASHTON THOMAS SECURITIES, LLC$4.1M158,725Trimmed
22Asset Allocation Strategies LLC$3.5M135,739Added
23Connecticut Capital Management Group, LLC$3.4M133,686Added
24Elm3 Financial Group, LLC$3.3M128,316Trimmed
25Kestra Advisory Services, LLC$3.1M122,918New

Source: SEC Form 13F filings · as of 2026-06-30