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AAM Crescent CLO ETF (CLOC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Kestra Advisory Services, LLC
INCREASED
Shares38,093 from 18,457
Change+19,636 (+106%)
Value$952.7K (+$492.4K)
Filed 2026-11-02
SUN Life Financial Inc
N/A
Shares— from 2,000,000
Change-2,000,000 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 153,636
Change-153,636 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 40,839
Change-40,839 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 34,192
Change-34,192 (-100%)
Value—
Status
Kestra Advisory Services, LLC
INCREASED38,09318,457+19,636+106%$460.3K$952.7K+$492.4K2026-11-02
SUN Life Financial Inc
N/A—2,000,000-2,000,000-100%$49.9M———
Royal Bank of Canada
N/A—153,636-153,636-100%$3.8M———
Morgan Stanley
N/A—50,000-50,000-100%$1.2M———
Jane Street Group, LLC
N/A—40,839-40,839-100%$1.0M———
LPL Financial LLC
N/A—34,192-34,192-100%$852.7K———
Showing 6 of 6 institutions