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Funds Holding CLOI

On this page, we present all of the funds holding CLOI from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding CLOI, with a link to that fund's top holdings. The next columns indicate the amount of CLOI stock held by each of the funds holding CLOI, followed by the CLOI position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 56 funds holding CLOI within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Orion Portfolio Solutions LLC. For more details on the positions held by Orion Portfolio Solutions LLC (or by any of the other funds holding CLOI), click the fund name in the "Holder" column of the funds-holding-CLOI table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Orion Portfolio Solutions LLC712,814$37,237 12/31/2023
     CLOI712,814$37,237 12/31/2023
LPL Financial LLC355,241$18,517 12/31/2023
     CLOI355,241$18,517 12/31/2023
Goldman Sachs Group Inc.200,000$10,425 12/31/2023
     CLOI200,000$10,425 12/31/2023
WealthPlan Investment Management LLC167,957$8,755 12/31/2023
     CLOI167,957$8,755 12/31/2023
WealthPLAN Partners LLC137,135$7,148 12/31/2023
     CLOI137,135$7,148 12/31/2023
Beaumont Financial Advisors LLC129,389$6,744 12/31/2023
     CLOI129,389$6,744 12/31/2023
Curi Capital120,469$6,279 12/31/2023
     CLOI120,469$6,279 12/31/2023
MML Investors Services LLC100,176$5,222 12/31/2023
     CLOI100,176$5,222 12/31/2023
Jane Street Group LLC99,974$5,211 12/31/2023
     CLOI99,974$5,211 12/31/2023
Gradient Investments LLC93,491$4,938 03/31/2024
     CLOI93,491$4,938 03/31/2024
VitalStone Financial LLC78,242$4,078 12/31/2023
     CLOI78,242$4,078 12/31/2023
Ferguson Shapiro LLC75,721$4,000 03/31/2024
     CLOI75,721$4,000 03/31/2024
WESPAC Advisors LLC52,986$2,799 03/31/2024
     CLOI52,986$2,799 03/31/2024
Advisor Group Holdings Inc.42,338$2,207 12/31/2023
     CLOI42,338$2,207 12/31/2023
Flow Traders U.S. LLC41,407$2,158 12/31/2023
     CLOI41,407$2,158 12/31/2023
Harvest Investment Services LLC33,136$1,727 12/31/2023
     CLOI33,136$1,727 12/31/2023
Truist Financial Corp25,793$1,344 12/31/2023
     CLOI25,793$1,344 12/31/2023
Wright Fund Managment LLC25,200$1,314 12/31/2023
     CLOI25,200$1,314 12/31/2023
Adams Wealth Management24,107$1,257 12/31/2023
     CLOI24,107$1,257 12/31/2023
Envestnet Asset Management Inc.20,643$1,076 12/31/2023
     CLOI20,643$1,076 12/31/2023
TRUE Private Wealth Advisors18,457$975 03/31/2024
     CLOI18,457$975 03/31/2024
TCP Asset Management LLC17,448$922 03/31/2024
     CLOI17,448$922 03/31/2024
Benedetti & Gucer Inc.16,536$862 12/31/2023
     CLOI16,536$862 12/31/2023
Altus Wealth Group LLC14,728$768 12/31/2023
     CLOI14,728$768 12/31/2023
WCG Wealth Advisors LLC14,512$756 12/31/2023
     CLOI14,512$756 12/31/2023
TAP Consulting LLC14,269$754 03/31/2024
     CLOI14,269$754 03/31/2024
Black Swift Group LLC13,200$688 12/31/2023
     CLOI13,200$688 12/31/2023
Financial Management Network Inc.11,955$628 03/31/2024
     CLOI11,955$628 03/31/2024
Balboa Wealth Partners11,989$625 12/31/2023
     CLOI11,989$625 12/31/2023
Symphony Financial Ltd. Co.11,141$588 03/31/2024
     CLOI11,141$588 03/31/2024
Milestone Asset Management LLC9,867$521 03/31/2024
     CLOI9,867$521 03/31/2024
PCG Wealth Advisors LLC9,310$492 03/31/2024
     CLOI9,310$492 03/31/2024
Commonwealth Equity Services LLC8,285$438 03/31/2024
     CLOI8,285$438 03/31/2024
Seed Wealth Management Inc.8,310$437 03/31/2024
     CLOI8,310$437 03/31/2024
Allen Capital Group LLC7,845$414 03/31/2024
     CLOI7,845$414 03/31/2024
NorthRock Partners LLC $389 12/31/2023
     CLOI7,469$389 12/31/2023
     Call200$0 12/31/2023
Trademark Financial Management LLC7,090$370 12/31/2023
     CLOI7,090$370 12/31/2023
Castleview Partners LLC6,208$324 12/31/2023
     CLOI6,208$324 12/31/2023
Perennial Investment Advisors LLC5,874$306 12/31/2023
     CLOI5,874$306 12/31/2023
CoreCap Advisors LLC5,340$278 12/31/2023
     CLOI5,340$278 12/31/2023
Lincoln National Corp5,221$272 12/31/2023
     CLOI5,221$272 12/31/2023
OLD Mission Capital LLC4,019$209 12/31/2023
     CLOI4,019$209 12/31/2023
Sheets Smith Wealth Management4,000$208 12/31/2023
     CLOI4,000$208 12/31/2023
VisionPoint Advisory Group LLC2,803$146 12/31/2023
     CLOI2,803$146 12/31/2023
Wells Fargo & Company MN1,333$69 12/31/2023
     CLOI1,333$69 12/31/2023
Financial Advisory Service Inc.819$43 03/31/2024
     CLOI819$43 03/31/2024
Family Asset Management LLC750$39 12/31/2023
     CLOI750$39 12/31/2023
FSA Wealth Management LLC700$36 12/31/2023
     CLOI700$36 12/31/2023
MV Capital Management Inc.262$14 03/31/2024
     CLOI262$14 03/31/2024
Global Retirement Partners LLC201$11 03/31/2024
     CLOI201$11 03/31/2024
YHB Investment Advisors Inc.191$10 03/31/2024
     CLOI191$10 03/31/2024
Lowe Wealth Advisors LLC131$7 03/31/2024
     CLOI131$7 03/31/2024
Penserra Capital Management LLC142$7 12/31/2023
     CLOI142$7 12/31/2023
Glassman Wealth Services59$3 12/31/2023
     CLOI59$3 12/31/2023
ICA Group Wealth Management LLC41$2 12/31/2023
     CLOI41$2 12/31/2023
Coppell Advisory Solutions LLC13$1 12/31/2023
     CLOI13$1 12/31/2023
Proequities Inc.0$0 12/31/2023
     CLOI0$0 12/31/2023

See Summary: Institutional Holders of CLOI
See Details: Top 10 Hedge Funds Holding CLOI
Also See: CLOI Holdings Changes

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