Who owns CLOX?
Eldridge AAA CLO ETF · Eldridge
58 institutions reported holding CLOX, worth $127.5M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of CLOX
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Security Benefit Life Insurance Co | Topeka, KS | $29.5M | 1,150,274 | No change |
| LPL Financial LLC | Fort Mill, SC | $28.9M | 1,128,511 | +124,607 shares |
| Copia Wealth Management | Bend, OR | $7.6M | 295,383 | +35,569 shares |
| Carmel Capital Partners, LLC | San Diego, CA | $6.6M | 258,925 | −122,798 shares |
| Arax Advisory Partners | New York, NY | $5.0M | 194,788 | +88,382 shares |
| FIG Financial Advisory Services Inc. | Oklahoma City, OK | $4.6M | 180,564 | New position |
| WESPAC Advisors, LLC | Orinda, CA | $4.1M | 159,133 | +99,365 shares |
| Fortis Group Advisors, LLC | Westwood, NJ | $4.0M | 154,727 | +9,942 shares |
| Spectrum Asset Management, Inc. (NB/CA) | Newport Beach, CA | $3.2M | 124,361 | +8,958 shares |
| Primoris Wealth Advisors, LLC | North Palm Beach, FL | $2.9M | 114,650 | +102,200 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns CLOX?
58 institutional managers reported holding CLOX in Form 13F filings for June 30, 2026, worth $127.5M in total. The largest reported position was held by Security Benefit Life Insurance Co, at $29.5M.
Did institutions buy or sell CLOX last quarter?
Reported 13F value rose 18.1% from March 31, 2026, which includes price moves as well as buying and selling. 9 firms reported a new position and 3 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is CLOX ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.