Public ownership evidence

BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) Ownership Disclosures

Read CLOA insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

BlackRock ETF Trust II iShares AAA CLO Active ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Corient Private Wealth LP
Report period
2026-06-30
Available
2026-08-28
Reported shares
10,000
Value (USD)
$519,100
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001948780-26-000011
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read CLOA fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read CLOA fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-2810,000$519,100None
ATX Financial Planning, LLC2026-06-302026-08-21115,525$5,996,878None
Kingsview Wealth Management, LLC2026-06-302026-08-2028,949$1,502,739None
STOCK YARDS BANK & TRUST CO2026-06-302026-08-205,337$277,044None
STOCK YARDS BANK & TRUST CO2026-06-302026-08-20117,859$6,118,062None
Corient Private Wealth LP2026-06-302026-08-1812,589$653,457None
Transamerica Financial Advisors, LLC2026-06-302026-08-1811,972$621,513None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-1887,429$4,542,409None
Equitable Holdings, Inc.2026-06-302026-08-18178,199$9,250,304None
EFG International AG2026-06-302026-08-157,374$382,784None
Synergy Investment Management, LLC2026-06-302026-08-158,863$460,086None
Mutual Advisors, LLC2026-06-302026-08-1553,024$2,752,491None
Advyzon Investment Management, LLC2026-06-302026-08-1517,903$929,345None
Empire Financial Management Company, LLC2026-06-302026-08-1512,104$628,318None
Veltria Advisors Corp.2026-06-302026-08-1517,852$926,697None
Ameritas Advisory Services, LLC2026-06-302026-08-1585,857$4,456,862None
Invst, LLC2026-06-302026-08-1524,553$1,274,556None
IFG Advisory, LLC2026-06-302026-08-155,037$261,451None
OSAIC HOLDINGS, INC.2026-06-302026-08-1516,025$831,849None
OSAIC HOLDINGS, INC.2026-06-302026-08-159,231$479,203None
OSAIC HOLDINGS, INC.2026-06-302026-08-15120,831$6,272,779None
Betterment LLC2026-06-302026-08-15585,958$30,417,000None
JANE STREET GROUP, LLC2026-06-302026-08-158,878$460,857None
Orion Porfolio Solutions, LLC2026-06-302026-08-1517,685$918,054None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1571$3,686None
Aureus Asset Management, LLC2026-06-302026-08-1574,935$3,889,876None
Keel Point, LLC2026-06-302026-08-15206,054$10,696,270None
Imprint Wealth LLC2026-06-302026-08-15335$17,390None
Ausdal Financial Partners, Inc.2026-06-302026-08-1520,145$1,045,733None
Ausdal Financial Partners, Inc.2026-06-302026-08-15485$25,176None
Cerity Partners LLC2026-06-302026-08-156,571$341,107None
Vestmark Advisory Solutions, Inc.2026-06-302026-08-15301,043$15,627,142None
Vestmark Advisory Solutions, Inc.2026-06-302026-08-15142,749$7,410,108None
ROYAL BANK OF CANADA2026-06-302026-08-155,626$292,000None
ROYAL BANK OF CANADA2026-06-302026-08-1516,874$876,000None
NBH Bank2026-06-302026-08-1597$5,035None
IHT Wealth Management, LLC2026-06-302026-08-1530,792$1,598,422None
Jupiter Topco LLC2026-06-302026-08-153,029,436$157,258,275None
World Investment Advisors2026-06-302026-08-157,771$403,004None
TWO SIGMA SECURITIES, LLC2026-06-302026-08-1510,672$553,984None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1574,487$3,866,620None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1564,778$3,362,651None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1510,723$556,627None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15172$8,938None
Markowski Investments2026-06-302026-08-143,850$199,854None
Silver Grove Financial Group, Inc.2026-06-302026-08-1438$1,973None
POTENTIA WEALTH2026-06-302026-08-1478,490$4,074,418None
PANORAMIC INVESTMENT ADVISORS, LLC2026-06-302026-08-1415,236$790,901None
Quantinno Capital Management LP2026-06-302026-08-1410,000$519,100None
Elwood & Goetz Wealth Advisory Group, LLC2026-06-302026-08-1430,956$1,606,926None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗ATX Financial Planning, LLC ↗Kingsview Wealth Management, LLC ↗STOCK YARDS BANK & TRUST CO ↗STOCK YARDS BANK & TRUST CO ↗Corient Private Wealth LP ↗Transamerica Financial Advisors, LLC ↗UNITED CAPITAL FINANCIAL ADVISORS, LLC ↗Equitable Holdings, Inc. ↗EFG International AG ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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