AAM Crescent CLO ETF (CLOC)

ETF ยท NYSE Arca

AAM Crescent CLO ETF (CLOC) is an exchange-traded fund listed on NYSE Arca, where it has traded since October 22, 2025.

Type
Exchange-traded fund
Listed On
NYSE Arca
Listed Since
October 22, 2025

Institutional ownership

In 13F filings for the quarter ended June 30, 2026, 6 institutions reported holding CLOC, with 2.3 million shares worth $57.3 million in aggregate. The largest reported holder was Sun Life Financial, with 2.0 million shares worth $49.9 million. Of the 5 largest holders listed below, 2 opened new positions in CLOC, 1 added shares, 1 reduced its position and 1 held its position unchanged during the quarter.

InstitutionSharesValueQuarter change
Sun Life Financial2,000,000$50MUnchanged
Royal Bank of Canada153,636$4MAdded 494.84%
Morgan Stanley50,000$1MNew position
Jane Street Group40,839$1MReduced 18.84%
Lpl Financial34,192$853KNew position

Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.

Frequently asked questions

What is CLOC?

AAM Crescent CLO ETF (CLOC) is an exchange-traded fund listed on NYSE Arca, where it has traded since October 22, 2025.

Who are the largest institutional holders of CLOC?

In 13F filings for the quarter ended June 30, 2026, the largest reported holders of CLOC were Sun Life Financial, Royal Bank of Canada and Morgan Stanley.

How many institutions own CLOC?

6 institutions reported a position in CLOC for the quarter ended June 30, 2026, worth $57.3 million in total.

Did institutions buy or sell CLOC last quarter?

Of the 5 largest reported holders, 2 opened new positions in CLOC, 1 added shares, 1 reduced its position and 1 held its position unchanged during the quarter. Every reported holder and its change is on the SentiSense ownership page for CLOC.

Every reported institutional holder, plus insider and congressional trades in CLOC, on SentiSense.