Who Owns Alternative Access First Priority CLO Bond ETF (AAA)?Hedge Fund & Institutional Holders
Institutional Holders
7
as of Q4 2025
Total Institutional Value
$5160003240008900608.0T
% of Float Held
—
QoQ Change in Holders
+3 / -5
Price History
AAA — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Procyon Advisors, LLC | New Position | +13K | +$324.0M |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | New Position | +4K | +$89.0M |
| CoreCap Advisors, LLC | New Position | +2K | +$54.0M |
| JANE STREET GROUP, LLC | Increased | +30K | +$-1.0B |
AAA — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| CITADEL ADVISORS LLC | Closed Position | -44K | -$1.1B |
| Aptus Capital Advisors, LLC | Closed Position | -26K | -$647.5M |
| ROYAL BANK OF CANADA | Decreased | -10K | -$364.0M |
| HARBOUR INVESTMENTS, INC. | Closed Position | -2K | -$39.9M |
| Legacy Capital Group California, Inc. | Decreased | -2K | -$39.4M |
| OSAIC HOLDINGS, INC. | Closed Position | -1K | -$25.0M |
| Cambridge Investment Research Advisors, Inc. | Decreased | -5K | -$806K |
| FLOW TRADERS U.S. LLC | Closed Position | -26K | -$647K |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | Legacy Capital Group California, Inc. | 20,670 | $516.0M | 0.13% | Share |
| 2 | Procyon Advisors, LLC | 12,980 | $324.0M | 0.02% | Share |
| 3 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 3,590 | $89.0M | 0.01% | Share |
| 4 | CoreCap Advisors, LLC | 2,173 | $54.0M | 0.00% | Share |
| 5 | JANE STREET GROUP, LLC | 70,539 | $1.0M | 0.00% | Share |
| 6 | Cambridge Investment Research Advisors, Inc. | 27,669 | $0 | 0.00% | Share |
| 7 | ROYAL BANK OF CANADA | 4,977 | $0 | 0.00% | Share |
AAA Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 7 | $984.0M | -2 |
| Q3 2025 | 9 | $3.7B | -3 |
| Q2 2025 | 12 | $3.1B | +1 |
| Q1 2025 | 11 | $5.4B | +0 |
| Q4 2024 | 11 | $263.2B | +3 |
| Q3 2024 | 8 | $833.8B | -1 |
| Q2 2024 | 9 | $2.9T | -1 |
| Q1 2024 | 10 | $1.8T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 7 institutional investors hold AAA (Alternative Access First Priority CLO Bond ETF). The largest holder is Legacy Capital Group California, Inc. with $516.0M in shares. This quarter, 3 institutions opened new positions and 5 closed their positions.
Frequently Asked Questions
How many hedge funds own AAA?
As of Q4 2025, 7 institutional investors report holding AAA (Alternative Access First Priority CLO Bond ETF) in their 13F filings.
Who is the largest institutional holder of AAA?
The largest institutional holder of AAA is Legacy Capital Group California, Inc. with $516.0M in shares.
Is institutional ownership of AAA increasing or decreasing?
This quarter, 3 institutions opened new positions in AAA and 5 closed their positions.