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.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Orion Portfolio Solutions LLC | 712,814 | $37,237 | 12/31/2023 |
CLOI | 712,814 | $37,237 | 12/31/2023 |
LPL Financial LLC | 355,241 | $18,517 | 12/31/2023 |
CLOI | 355,241 | $18,517 | 12/31/2023 |
Goldman Sachs Group Inc. | 200,000 | $10,425 | 12/31/2023 |
CLOI | 200,000 | $10,425 | 12/31/2023 |
WealthPlan Investment Management LLC | 167,957 | $8,755 | 12/31/2023 |
CLOI | 167,957 | $8,755 | 12/31/2023 |
WealthPLAN Partners LLC | 137,135 | $7,148 | 12/31/2023 |
CLOI | 137,135 | $7,148 | 12/31/2023 |
Beaumont Financial Advisors LLC | 129,389 | $6,744 | 12/31/2023 |
CLOI | 129,389 | $6,744 | 12/31/2023 |
Curi Capital | 120,469 | $6,279 | 12/31/2023 |
CLOI | 120,469 | $6,279 | 12/31/2023 |
MML Investors Services LLC | 100,176 | $5,222 | 12/31/2023 |
CLOI | 100,176 | $5,222 | 12/31/2023 |
Jane Street Group LLC | 99,974 | $5,211 | 12/31/2023 |
CLOI | 99,974 | $5,211 | 12/31/2023 |
Gradient Investments LLC | 93,491 | $4,938 | 03/31/2024 |
CLOI | 93,491 | $4,938 | 03/31/2024 |
VitalStone Financial LLC | 78,242 | $4,078 | 12/31/2023 |
CLOI | 78,242 | $4,078 | 12/31/2023 |
Ferguson Shapiro LLC | 75,721 | $4,000 | 03/31/2024 |
CLOI | 75,721 | $4,000 | 03/31/2024 |
WESPAC Advisors LLC | 52,986 | $2,799 | 03/31/2024 |
CLOI | 52,986 | $2,799 | 03/31/2024 |
Advisor Group Holdings Inc. | 42,338 | $2,207 | 12/31/2023 |
CLOI | 42,338 | $2,207 | 12/31/2023 |
Flow Traders U.S. LLC | 41,407 | $2,158 | 12/31/2023 |
CLOI | 41,407 | $2,158 | 12/31/2023 |
Harvest Investment Services LLC | 33,136 | $1,727 | 12/31/2023 |
CLOI | 33,136 | $1,727 | 12/31/2023 |
Truist Financial Corp | 25,793 | $1,344 | 12/31/2023 |
CLOI | 25,793 | $1,344 | 12/31/2023 |
Wright Fund Managment LLC | 25,200 | $1,314 | 12/31/2023 |
CLOI | 25,200 | $1,314 | 12/31/2023 |
Adams Wealth Management | 24,107 | $1,257 | 12/31/2023 |
CLOI | 24,107 | $1,257 | 12/31/2023 |
Envestnet Asset Management Inc. | 20,643 | $1,076 | 12/31/2023 |
CLOI | 20,643 | $1,076 | 12/31/2023 |
TRUE Private Wealth Advisors | 18,457 | $975 | 03/31/2024 |
CLOI | 18,457 | $975 | 03/31/2024 |
TCP Asset Management LLC | 17,448 | $922 | 03/31/2024 |
CLOI | 17,448 | $922 | 03/31/2024 |
Benedetti & Gucer Inc. | 16,536 | $862 | 12/31/2023 |
CLOI | 16,536 | $862 | 12/31/2023 |
Altus Wealth Group LLC | 14,728 | $768 | 12/31/2023 |
CLOI | 14,728 | $768 | 12/31/2023 |
WCG Wealth Advisors LLC | 14,512 | $756 | 12/31/2023 |
CLOI | 14,512 | $756 | 12/31/2023 |
TAP Consulting LLC | 14,269 | $754 | 03/31/2024 |
CLOI | 14,269 | $754 | 03/31/2024 |
Black Swift Group LLC | 13,200 | $688 | 12/31/2023 |
CLOI | 13,200 | $688 | 12/31/2023 |
Financial Management Network Inc. | 11,955 | $628 | 03/31/2024 |
CLOI | 11,955 | $628 | 03/31/2024 |
Balboa Wealth Partners | 11,989 | $625 | 12/31/2023 |
CLOI | 11,989 | $625 | 12/31/2023 |
Symphony Financial Ltd. Co. | 11,141 | $588 | 03/31/2024 |
CLOI | 11,141 | $588 | 03/31/2024 |
Milestone Asset Management LLC | 9,867 | $521 | 03/31/2024 |
CLOI | 9,867 | $521 | 03/31/2024 |
PCG Wealth Advisors LLC | 9,310 | $492 | 03/31/2024 |
CLOI | 9,310 | $492 | 03/31/2024 |
Commonwealth Equity Services LLC | 8,285 | $438 | 03/31/2024 |
CLOI | 8,285 | $438 | 03/31/2024 |
Seed Wealth Management Inc. | 8,310 | $437 | 03/31/2024 |
CLOI | 8,310 | $437 | 03/31/2024 |
Allen Capital Group LLC | 7,845 | $414 | 03/31/2024 |
CLOI | 7,845 | $414 | 03/31/2024 |
NorthRock Partners LLC | $389 | 12/31/2023 | |
CLOI | 7,469 | $389 | 12/31/2023 |
Call | 200 | $0 | 12/31/2023 |
Trademark Financial Management LLC | 7,090 | $370 | 12/31/2023 |
CLOI | 7,090 | $370 | 12/31/2023 |
Castleview Partners LLC | 6,208 | $324 | 12/31/2023 |
CLOI | 6,208 | $324 | 12/31/2023 |
Perennial Investment Advisors LLC | 5,874 | $306 | 12/31/2023 |
CLOI | 5,874 | $306 | 12/31/2023 |
CoreCap Advisors LLC | 5,340 | $278 | 12/31/2023 |
CLOI | 5,340 | $278 | 12/31/2023 |
Lincoln National Corp | 5,221 | $272 | 12/31/2023 |
CLOI | 5,221 | $272 | 12/31/2023 |
OLD Mission Capital LLC | 4,019 | $209 | 12/31/2023 |
CLOI | 4,019 | $209 | 12/31/2023 |
Sheets Smith Wealth Management | 4,000 | $208 | 12/31/2023 |
CLOI | 4,000 | $208 | 12/31/2023 |
VisionPoint Advisory Group LLC | 2,803 | $146 | 12/31/2023 |
CLOI | 2,803 | $146 | 12/31/2023 |
Wells Fargo & Company MN | 1,333 | $69 | 12/31/2023 |
CLOI | 1,333 | $69 | 12/31/2023 |
Financial Advisory Service Inc. | 819 | $43 | 03/31/2024 |
CLOI | 819 | $43 | 03/31/2024 |
Family Asset Management LLC | 750 | $39 | 12/31/2023 |
CLOI | 750 | $39 | 12/31/2023 |
FSA Wealth Management LLC | 700 | $36 | 12/31/2023 |
CLOI | 700 | $36 | 12/31/2023 |
MV Capital Management Inc. | 262 | $14 | 03/31/2024 |
CLOI | 262 | $14 | 03/31/2024 |
Global Retirement Partners LLC | 201 | $11 | 03/31/2024 |
CLOI | 201 | $11 | 03/31/2024 |
YHB Investment Advisors Inc. | 191 | $10 | 03/31/2024 |
CLOI | 191 | $10 | 03/31/2024 |
Lowe Wealth Advisors LLC | 131 | $7 | 03/31/2024 |
CLOI | 131 | $7 | 03/31/2024 |
Penserra Capital Management LLC | 142 | $7 | 12/31/2023 |
CLOI | 142 | $7 | 12/31/2023 |
Glassman Wealth Services | 59 | $3 | 12/31/2023 |
CLOI | 59 | $3 | 12/31/2023 |
ICA Group Wealth Management LLC | 41 | $2 | 12/31/2023 |
CLOI | 41 | $2 | 12/31/2023 |
Coppell Advisory Solutions LLC | 13 | $1 | 12/31/2023 |
CLOI | 13 | $1 | 12/31/2023 |
Proequities Inc. | 0 | $0 | 12/31/2023 |
CLOI | 0 | $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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