Panagram BBB-B CLO ETF (CLOZ) Institutional Ownership $26.50 +0.18 (+0.68%) Closing price 05/2/2025 04:10 PM EasternExtended Trading$26.42 -0.07 (-0.28%) As of 05/2/2025 07:57 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartDividendHeadlinesHoldingsOwnershipBuy This Stock Institutional Ownership Changes (13F Filings) for Panagram BBB-B CLO ETF (NYSEARCA:CLOZ)Number ofInstitutional Buyers(last 12 months)12TotalInstitutional Inflows(last 12 months)$83.45MNumber ofInstitutional Sellers(last 12 months)2TotalInstitutional Outflows(last 12 months)$13.45M Get CLOZ Insider Trade Alerts Want to know when executives and insiders are buying or selling Panagram BBB-B CLO ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data CLOZ Institutional Buying and Selling by Quarter Panagram BBB-B CLO ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/1/2025 Security Benefit Life Insurance Co. KS1,625,576$43.19M16.2%+137.6%6.608% 5/1/2025 Schechter Investment Advisors LLC1,623,358$43.13M3.6%+20.9%6.599% 4/25/2025 Verity Asset Management Inc.67,979$1.81M0.7%N/A0.276% 4/17/2025 Copia Wealth Management29,309$779K0.7%N/A0.099% 4/17/2025 Sound Income Strategies LLC22,930$609K0.0%N/A0.077% 2/14/2025Kovitz Investment Group Partners LLC804,642$21.69M0.1%+211.2%7.450% 2/12/2025Knott David M Jr47,807$1.29M0.5%-91.2%0.443% 2/12/2025OLD Mission Capital LLC55,143$1.49M0.0%N/A0.511% 2/6/2025Ethos Financial Group LLC16,069$437K0.1%N/A0.149% 2/6/2025Lindbrook Capital LLC10,500$283K0.0%+23.5%0.097% Get the Latest News and Ratings for CLOZ and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Panagram BBB-B CLO ETF and its competitors with MarketBeat's FREE daily newsletter. 2/6/2025 Schechter Investment Advisors LLC1,342,277$36.17M2.8%+28.9%12.428% 2/4/2025 Security Benefit Life Insurance Co. KS684,170$18.44M5.9%N/A6.335% 1/30/2025 Valeo Financial Advisors LLC123,764$3.34M0.1%-3.1%1.146% 11/14/2024Flow Traders U.S. LLC120,519$3.24M0.2%+205.7%1.116% 11/1/2024Lindbrook Capital LLC8,500$228K0.0%N/A0.079% 10/10/2024 Valeo Financial Advisors LLC127,764$3.43M0.1%+118.1%1.183% 7/11/2024 Worth Asset Management LLC9,625$259K0.2%N/A0.089% 4/25/2024 Valeo Financial Advisors LLC58,584$1.57M0.0%+77.1%0.574% 4/19/2024 Valeo Financial Advisors LLC56,154$1.51M0.0%+69.8%0.551% 1/29/2024 Valeo Financial Advisors LLC33,080$873K0.0%+25.8%1.141% 1/17/2024 Schechter Investment Advisors LLC320,524$8.46M0.7%N/A11.053% 11/6/2023Black Swift Group LLC238,965$6.25M2.0%N/A8.240% 10/20/2023 Valeo Financial Advisors LLC26,291$687K0.0%N/A0.907% 8/9/2023Flow Traders U.S. LLC81,961$2.08M0.1%+659.6%2.826% 5/15/2023 Security Benefit Life Insurance Co. KS916,884$23.10M2.7%N/A114.611% (Data available from 1/1/2016 forward) CLOZ Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of CLOZ shares? During the previous two years, 14 institutional investors and hedge funds held shares of Panagram BBB-B CLO ETF. The most heavily invested institutionals were Security Benefit Life Insurance Co. KS ($43.19M), Schechter Investment Advisors LLC ($43.13M), Kovitz Investment Group Partners LLC ($21.69M), Black Swift Group LLC ($6.25M), Valeo Financial Advisors LLC ($3.34M), Flow Traders U.S. LLC ($3.24M), and Verity Asset Management Inc. ($1.81M).Learn more on CLOZ's institutional investors. Which institutional investors have been buying Panagram BBB-B CLO ETF stock? Of the 13 institutional investors that purchased Panagram BBB-B CLO ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Security Benefit Life Insurance Co. KS ($2.54M), Schechter Investment Advisors LLC ($902.88K), Kovitz Investment Group Partners LLC ($546.06K), Black Swift Group LLC ($238.97K), Flow Traders U.S. LLC ($152.27K), Valeo Financial Advisors LLC ($150.84K), and Verity Asset Management Inc. ($67.98K). How much institutional buying is happening at Panagram BBB-B CLO ETF? Institutional investors have bought a total of 4,745,036 shares in the last 24 months. This purchase volume represents approximately $125.23M in transactions. Which Panagram BBB-B CLO ETF major shareholders have been selling company stock? The following institutional investors have sold Panagram BBB-B CLO ETF stock in the last 24 months: Knott David M Jr ($495.06K), and Valeo Financial Advisors LLC ($4K). How much institutional selling is happening at Panagram BBB-B CLO ETF? Institutional investors have sold a total of 499,061 shares in the last 24 months. This volume of shares sold represents approximately $13.45M in transactions. 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