Eldridge BBB-B CLO ETF (CLOZ) Institutional Ownership $26.84 +0.01 (+0.02%) As of 10:46 AM Eastern This is a fair market value price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartDividendHeadlinesHoldingsOwnershipShort InterestBuy This Stock Institutional Ownership Changes (13F Filings) for Eldridge BBB-B CLO ETF (NYSEARCA:CLOZ)Number ofInstitutional Buyers(last 12 months)13TotalInstitutional Inflows(last 12 months)$88.75MNumber ofInstitutional Sellers(last 12 months)5TotalInstitutional Outflows(last 12 months)$14.38M Get CLOZ Insider Trade Alerts Want to know when executives and insiders are buying or selling Eldridge BBB-B CLO ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. 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Skip Chart & View Institutional Buying and Selling Data CLOZ Institutional Buying and Selling by Quarter Eldridge BBB-B CLO ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails8/26/2025 Claris Financial LLC34,463$922K0.7%N/A0.115% 8/6/2025 Ethos Financial Group LLC28,653$766K0.1%+78.3%0.096% 8/5/2025 Verity Asset Management Inc.44,424$1.19M0.6%-34.7%0.149% 7/31/2025 Darden Wealth Group Inc18,550$496K0.3%N/A0.062% 7/17/2025 Sound Income Strategies LLC88,616$2.37M0.1%+286.5%0.297% 7/8/2025 Parallel Advisors LLC3,600$96K0.0%-10.0%0.012% 5/15/2025OLD Mission Capital LLC44,192$1.17M0.0%-19.9%0.180% 5/14/2025Flow Traders U.S. LLC77,234$2.05M0.1%N/A0.314% 5/1/2025Security Benefit Life Insurance Co. KS1,625,576$43.19M16.2%+137.6%6.608% 5/1/2025Schechter Investment Advisors LLC1,623,358$43.13M3.6%+20.9%6.599% Get the Latest News and Ratings for CLOZ and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Eldridge BBB-B CLO ETF and its competitors with MarketBeat's FREE daily newsletter. 4/25/2025Verity Asset Management Inc.67,979$1.81M0.7%N/A0.276% 4/17/2025Copia Wealth Management29,309$779K0.7%N/A0.099% 4/17/2025Sound 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% 2/6/2025Schechter Investment Advisors LLC1,342,277$36.17M2.8%+28.9%12.428% 2/4/2025Security Benefit Life Insurance Co. KS684,170$18.44M5.9%N/A6.335% 1/30/2025Valeo 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% 10/10/2024Valeo Financial Advisors LLC127,764$3.43M0.1%+118.1%1.183% 7/11/2024Worth Asset Management LLC9,625$259K0.2%N/A0.089% 4/25/2024Valeo Financial Advisors LLC58,584$1.57M0.0%+77.1%0.574% 4/19/2024Valeo Financial Advisors LLC56,154$1.51M0.0%+69.8%0.551% 1/29/2024Valeo Financial Advisors LLC33,080$873K0.0%+25.8%1.141% 1/17/2024Schechter Investment Advisors LLC320,524$8.46M0.7%N/A11.053% 11/6/2023Black Swift Group LLC238,965$6.25M2.0%N/A8.240% 10/20/2023Valeo Financial Advisors LLC26,291$687K0.0%N/A0.907% 8/9/2023Flow Traders U.S. LLC81,961$2.08M0.1%+659.6%2.826% 5/15/2023Security 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, 17 institutional investors and hedge funds held shares of Eldridge 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), Sound Income Strategies LLC ($2.37M), and Flow Traders U.S. LLC ($2.05M).Learn more on Eldridge BBB-B CLO ETF's institutional investors. Which institutional investors have been buying Eldridge BBB-B CLO ETF's stock? Of the 15 institutional investors that purchased Eldridge BBB-B CLO ETF's 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 ($1.63M), Schechter Investment Advisors LLC ($902.88K), Kovitz Investment Group Partners LLC ($546.06K), Black Swift Group LLC ($238.97K), Flow Traders U.S. LLC ($158.33K), Valeo Financial Advisors LLC ($150.84K), and Sound Income Strategies LLC ($88.62K). How much institutional buying is happening at Eldridge BBB-B CLO ETF? Institutional investors have bought a total of 3,314,726 shares in the last 24 months. This purchase volume represents approximately $88.75M in transactions. Which of Eldridge BBB-B CLO ETF's major shareholders have been selling company stock? The following institutional investors have sold Eldridge BBB-B CLO ETF stock in the last 24 months: Knott David M Jr ($495.06K), Verity Asset Management Inc. ($23.56K), OLD Mission Capital LLC ($10.95K), Valeo Financial Advisors LLC ($4K), and Parallel Advisors LLC ($400.00). How much institutional selling is happening at Eldridge BBB-B CLO ETF? Institutional investors have sold a total of 533,967 shares in the last 24 months. This volume of shares sold represents approximately $14.38M in transactions. Related Companies PIMCO Senior Loan Active Exchange-Traded Fund Major Shareholders T. Rowe Price Floating Rate ETF Major Shareholders Virtus Seix Senior Loan ETF Major Shareholders TCW Senior Loan ETF Major Shareholders Invesco Senior Loan ETF Major Shareholders SPDR Blackstone Senior Loan ETF Major Shareholders This page (NYSEARCA:CLOZ) was last updated on 9/15/2025 by MarketBeat.com Staff From Our PartnersOut of 18,347 Cryptocurrencies... This is the ONLY OneThe Single Most Undervalued DeFi Protocol You've Never Heard Of If there's one cryptocurrency you should b...Crypto 101 Media | SponsoredHe Called Nvidia at $1.10. Now, He Says THIS Stock Will…The original Magnificent Seven returned 16,894%—turning $7K into $1.18 million. 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