6 institutions reported holding $57.3M of AAM CRESCENT CLO ETF (CLOC) in SEC 13F filings for 2026-06-30. Largest institutional holders: SUN LIFE FINANCIAL INC ($49.9M), Royal Bank of Canada ($3.8M), MORGAN STANLEY ($1.2M), JANE STREET GROUP, LLC ($1.0M), LPL Financial LLC ($852,748). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | SUN LIFE FINANCIAL INC | $49.9M | 2.0M | Hold |
| 2 | Royal Bank of Canada | $3.8M | 153,636 | Added |
| 3 | MORGAN STANLEY | $1.2M | 50,000 | New |
| 4 | JANE STREET GROUP, LLC | $1.0M | 40,839 | Trimmed |
| 5 | LPL Financial LLC | $852,748 | 34,192 | New |
| 6 | Kestra Advisory Services, LLC | $460,323 | 18,457 | New |
来源：SEC 13F 申报文件 · 截至 2026-06-30