CLOI Institutional Ownership
Who owns CLOI and what the big funds did with it last quarter, from every SEC 13F filing. 200 funds reported holding CLOI at Jun 30, 2026.
- ▲141 buying vs 56 selling
- ▲Shares held by funds +19.9%
- ▲Funds holding +29
- ▼Superinvestors: 0 added, 1 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 200 | 171 | +17.0% |
| In funds' top 10 | 12 | 11 | +9.1% |
| 13F shares | 17.6M | 14.6M | +19.9% |
| Held by funds | – | – | – |
| New positions | 44 | 26 | +69.2% |
| Increased | 97 | 69 | +40.6% |
| Reduced | 38 | 58 | −34.5% |
| Sold out | 18 | 31 | −41.9% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in CLOI
All superinvestors →
Who owns CLOI
share of fund held shares- Index and passive funds0.0%
- Active managers and hedge funds79.9%
- Banks and brokers18.6%
- Pensions, insurers and other1.6%
The top 10 holders own 47.9% of all CLOI shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
114 funds changed their position- Cambridge Investment Research Advisors, Inc.Trimmed−342K sh
- Axxcess Wealth Management, LLCSold out−272K sh
- Fusion Capital, LLCAdded+170K sh
- Sax Wealth Advisors, LLCAdded+161K sh
- Financial Management Network IncAdded+136K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | LPL Financial LLC | – | 2M | $104M | +174K |
| 2 | Independence Asset Advisors, LLC | – | 1.9M | $101M | +37K |
| 3 | Capital Investment Advisors, LLC | – | 1.8M | $94.5M | +120K |
| 4 | TRUE Private Wealth Advisors | – | 458K | $24.3M | +25K |
| 5 | Cambridge Investment Research Advisors, Inc. | – | 447K | $23.7M | +227K |
| 6 | Orion Porfolio Solutions, LLC | – | 424K | $22.4M | −4,596 |
| 7 | Sax Wealth Advisors, LLC | – | 401K | $21.1M | +41K |
| 8 | Deseret Mutual Benefit Administrators | – | 398K | $21.1M | +62K |
| 9 | Morgan Stanley | – | 320K | $16.9M | +159K |
| 10 | Jones Financial Companies Lllp | – | 306K | $16.2M | +55K |
- Axxcess Wealth Management, LLC+272K sh+$14.4M
- Cambridge Investment Research Advisors, Inc.+227K sh+$12M
- Wells Fargo & Company/mn+226K sh+$12M
- LPL Financial LLC+174K sh+$9.2M
- Morgan Stanley+159K sh+$8.4M
- CoreCap Advisors, LLC+125K sh+$6.6M
- Capital Investment Advisors, LLC+120K sh+$6.4M
- Atria Investments, Inc+114K sh+$6M
- Independent Advisor Alliance−110K sh−$5.8M
- HighTower Advisors, LLC−67K sh−$3.5M
- Trademark Financial Management, LLC−49K sh−$2.6M
- Pinebridge Investments LLC−37K sh−$2M
- Citadel Advisors LLC−37K sh−$1.9M
- Private Advisor Group, LLC−36K sh−$1.9M
- Tower Research Capital LLC (TRC)−35K sh−$1.8M
- Richmond Investment Services, LLC−30K sh−$1.6M
CLOI institutional ownership FAQ
Who owns the most CLOI stock?
In Q2 2026 13F filings the largest holder of CLOI was LPL Financial LLC, followed by Independence Asset Advisors, LLC and Capital Investment Advisors, LLC. Index fund managers are usually the biggest holders of large companies.
What percentage of CLOI is owned by institutions?
200 funds reported holding 17.6M CLOI shares at Jun 30, 2026.
Are hedge funds buying CLOI?
In Q2 2026, 141 funds bought CLOI (44 of them new positions) and 56 sold (18 sold out completely). Among well known investors, 0 added and 1 cut. Our fund sentiment for CLOI is bullish.
What is CLOI's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this CLOI ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.