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Eldridge AAA CLO ETF (CLOX) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Eldridge AAA CLO ETF (NYSEARCA:CLOX)

Number of
Institutional Buyers
(last 12 months)
5
Total
Institutional Inflows
(last 12 months)
$6.18M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$28.99M
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CLOX Institutional Buying and Selling by Quarter

Eldridge AAA CLO ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/8/2026Farther Finance Advisors LLC77,307$1.98M0.0%-0.8%0.614%
10/7/2026Worth Asset Management LLC12,950$332K0.1%-38.1%0.103%
10/2/2026 Silverleafe Capital Partners LLC26,974$691K0.2%N/A0.215%
7/9/2026Worth Asset Management LLC20,925$536K0.2%N/A0.173%
5/4/2026Security Benefit Life Insurance Co. KS1,150,274$29.41M15.5%-49.1%10.457%
4/22/2026Janney Montgomery Scott LLC56,177$1.44M0.0%+13.5%0.525%
2/16/2026Arax Advisory Partners110,414$2.82M0.1%-8.2%0.973%
2/11/2026Janney Montgomery Scott LLC49,515$1.26M0.0%N/A0.436%
2/6/2026Copia Wealth Management183,609$4.68M3.3%+49.4%1.618%
1/26/2026Private Trust Co. NA14,775$377K0.0%N/A0.130%
1/12/2026 Silverleafe Capital Partners LLC22,915$585K0.2%+76.1%0.202%
10/31/2025Copia Wealth Management122,913$3.14M2.3%+74.4%1.343%
10/16/2025 Silverleafe Capital Partners LLC13,011$333K0.1%-33.9%0.144%
8/4/2025L.M. Kohn & Company68,889$1.76M0.5%+46.8%0.861%
7/28/2025Copia Wealth Management70,479$1.80M1.5%+171.7%0.881%
7/8/2025 Silverleafe Capital Partners LLC19,678$504K0.2%N/A0.246%
5/1/2025Schechter Investment Advisors LLC154,134$3.93M0.3%+1.3%2.908%
4/17/2025Copia Wealth Management25,942$662K0.6%N/A0.489%
2/12/2025Knott David M Jr5,766$147K0.1%-70.5%0.268%
2/6/2025Schechter Investment Advisors LLC152,211$3.88M0.3%-13.5%7.080%
2/4/2025Security Benefit Life Insurance Co. KS2,258,806$57.51M18.4%N/A105.061%
1/30/2025Valeo Financial Advisors LLC50,000$1.27M0.0%-33.2%2.326%
10/10/2024Valeo Financial Advisors LLC74,900$1.91M0.1%+261.8%3.484%
1/29/2024Valeo Financial Advisors LLC20,700$524K0.0%+3.5%0.000%
1/17/2024Schechter Investment Advisors LLC19,000$481K0.0%N/A0.000%
11/6/2023Black Swift Group LLC61,325$1.55M0.5%N/A0.000%
10/20/2023Valeo Financial Advisors LLC20,000$506K0.0%N/A0.000%


CLOX Institutional Ownership - Frequently Asked Questions

During the previous two years, 12 institutional investors and hedge funds held shares of Eldridge AAA CLO ETF. The most heavily invested institutionals were Security Benefit Life Insurance Co. KS ($29.41M), Copia Wealth Management ($4.68M), Schechter Investment Advisors LLC ($3.93M), Arax Advisory Partners ($2.82M), Farther Finance Advisors LLC ($1.98M), L.M. Kohn & Company ($1.76M), and Janney Montgomery Scott LLC ($1.44M).Learn more on Eldridge AAA CLO ETF's institutional investors.

The following institutional investors have purchased Eldridge AAA CLO ETF's stock in the last 24 months: Security Benefit Life Insurance Co. KS ($2.26M), Copia Wealth Management ($183.61K), Silverleafe Capital Partners LLC ($56.56K), Janney Montgomery Scott LLC ($56.18K), L.M. Kohn & Company ($21.95K), Worth Asset Management LLC ($20.93K), and Private Trust Co. NA ($14.78K).

Institutional investors have bought a total of 241,885 shares in the last 24 months. This purchase volume represents approximately $6.18M in transactions.

The following institutional investors have sold Eldridge AAA CLO ETF stock in the last 24 months: Security Benefit Life Insurance Co. KS ($1.11M), Arax Advisory Partners ($9.88K), Worth Asset Management LLC ($7.98K), Silverleafe Capital Partners LLC ($6.67K), and Farther Finance Advisors LLC ($657.00).

Institutional investors have sold a total of 1,133,707 shares in the last 24 months. This volume of shares sold represents approximately $28.99M in transactions.



Institutional ownership data for NYSEARCA:CLOX is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/8/2026. New 13F filings are added each quarter as they're published.
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