Who owns CLOZ?
Eldridge BBB-B CLO ETF · Eldridge
95 institutions reported holding CLOZ, worth $392.9M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of CLOZ
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Arax Advisory Partners | New York, NY | $57.8M | 2,188,929 | +675,569 shares |
| Morgan Stanley | New York, NY | $49.4M | 1,870,670 | +250,000 shares |
| Security Benefit Life Insurance Co | Topeka, KS | $42.9M | 1,625,576 | No change |
| Focus Partners Wealth | St Louis, MO | $39.2M | 1,481,838 | +124,044 shares |
| Estate Planners Group, LLC | Yardley, PA | $20.4M | 772,217 | +16,051 shares |
| Guardian Financial Partners, LLC | Orange, CA | $20.4M | 770,855 | +41,716 shares |
| Atria Investments, Inc | Charlotte, NC | $17.9M | 677,733 | +492,959 shares |
| Mariner, LLC | Overland Park, KS | $17.0M | 642,610 | +457,050 shares |
| LPL Financial LLC | Fort Mill, SC | $9.6M | 365,239 | +310,797 shares |
| Sound Income Strategies, LLC | Ft Lauderdale, FL | $8.7M | 330,517 | +60,685 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 CLOZ?
95 institutional managers reported holding CLOZ in Form 13F filings for June 30, 2026, worth $392.9M in total. The largest reported position was held by Arax Advisory Partners, at $57.8M.
Did institutions buy or sell CLOZ last quarter?
Reported 13F value rose 29.6% from March 31, 2026, which includes price moves as well as buying and selling. 26 firms reported a new position and 14 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 CLOZ 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.