180 tracked 13F filers disclose a position in CLOI as of the latest SEC 13F filings, a combined $729.0M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Independence Asset Advisors, LLC | $100.6M | 1.9M | ▲+2.0% Added · +37K sh | Q2 2026 | |
| 2 | LPL Financial LLC | $94.4M | 1.8M | ▼−12% Reduced · −237K sh | Q1 2026 | |
| 3 | TRUE Private Wealth Advisors | $24.3M | 458K | ▲+5.7% Added · +25K sh | Q2 2026 | |
| 4 | Orion Porfolio Solutions, LLC | $22.6M | 428K | ▼−29% Reduced · −179K sh | Q1 2026 | |
| 5 | SAX WEALTH ADVISORS, LLC | $21.1M | 401K | ▲+11% Added · +41K sh | Q2 2026 | |
| 6 | Deseret Mutual Benefit Administrators | $21.1M | 398K | ▲+18% Added · +62K sh | Q2 2026 | |
| 7 | Gradient Investments LLC | $14.6M | 275K | ▲+2.6% Added · +7K sh | Q2 2026 | |
| 8 | AXXCESS WEALTH MANAGEMENT, LLC | $14.4M | 272K | ▲Added Added · +272K sh | Q2 2026 | |
| 9 | Darwin Wealth Management, LLC | $14.4M | 272K | ▲+5.1% Added · +13K sh | Q2 2026 | |
| 10 | Destiny Wealth Partners, LLC | $14.3M | 270K | ▲+1.9% Added · +5K sh | Q2 2026 | |
| 11 | Employees' Retirement Fund of the City of Fort Worth | $14.1M | 267K | ▲+18% Added · +40K sh | Q2 2026 | |
| 12 | Beaumont Financial Advisors, LLC | $13.5M | 254K | ▲+14% Added · +31K sh | Q2 2026 | |
| 13 | MONETA GROUP INVESTMENT ADVISORS LLC | $13.3M | 252K | ▲+9.5% Added · +22K sh | Q1 2026 | |
| 14 | JONES FINANCIAL COMPANIES LLLP | $13.2M | 251K | ▲+48% Added · +82K sh | Q1 2026 | |
| 15 | MML INVESTORS SERVICES, LLC | $13.2M | 249K | ▲+34% Added · +63K sh | Q2 2026 | |
| 16 | Diversified Portfolios, Inc. | $11.8M | 223K | ▲+82% Added · +100K sh | Q2 2026 | |
| 17 | FINANCIAL MANAGEMENT NETWORK INC | $11.0M | 207K | ▲+60% Added · +77K sh | Q2 2026 | |
| 18 | Integras Partners LLC | $10.4M | 196K | ▲+17% Added · +28K sh | Q2 2026 | |
| 19 | OneAscent Financial Services LLC | $10.3M | 194K | ▲+28% Added · +42K sh | Q2 2026 | |
| 20 | WealthPlan Investment Management, LLC | $9.7M | 183K | ▼−8.8% Reduced · −18K sh | Q2 2026 | |
| 21 | Geneos Wealth Management Inc. | $9.4M | 178K | ▼−8.8% Reduced · −17K sh | Q2 2026 | |
| 22 | Alpha Zero LLC | $9.2M | 174K | ▲+10% Added · +16K sh | Q2 2026 | |
| 23 | OneAscent Wealth Management LLC | $8.9M | 168K | ▲+102% Added · +85K sh | Q2 2026 | |
| 24 | MORGAN STANLEY | $8.5M | 161K | ▲+117% Added · +87K sh | Q1 2026 | |
| 25 | Maridea Wealth Management LLC | $8.3M | 157K | ▼−3.0% Reduced · −5K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 9 funds opened a new position in CLOI and 31 added to an existing one, while 13 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 94 funds | $11.9B |
| NVIDIA CORPNVDA | 92 funds | $14.2B |
| MICROSOFT CORPMSFT | 92 funds | $8.3B |
| AMAZON.COM INCAMZN | 92 funds | $6.8B |
| JPMORGAN CHASE & COJPM | 89 funds | $3.1B |
| ALPHABET INC-CL AGOOGL | 88 funds | $5.6B |
| BROADCOM INCAVGO | 87 funds | $4.6B |
| ALPHABET INC-CL CGOOG | 87 funds | $4.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 87 funds | $3.3B |
| TESLA INCTSLA | 85 funds | $2.7B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 85 funds | $2.5B |
| ELI LILLY & COLLY | 85 funds | $2.1B |
Ranked by how many of CLOI's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| HYDmc | 340 funds | $3.0B |
| EMLCmc | 328 funds | $3.3B |
| REMXmc | 316 funds | $793.9M |
| OIHmc | 249 funds | $1.5B |
| ITMmc | 188 funds | $1.8B |
| CLOIthis pagemc | 180 funds | $729.0M |
| SMOTmc | 101 funds | $235.7M |
| DAPPmc | 67 funds | $79.5M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for CLOI
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/CLOI/capital-change-brief"
Use Arkolith's capital_change_brief for CLOI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for CLOI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.