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Eldridge BBB-B CLO ETF (CLOZ) Institutional Ownership

$26.35 +0.02 (+0.08%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Eldridge BBB-B CLO ETF (NYSEARCA:CLOZ)

Number of
Institutional Buyers
(last 12 months)
11
Total
Institutional Inflows
(last 12 months)
$28.05M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$2.12M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026Ethos Financial Group LLC120,704$3.10M0.2%+55.4%0.505%
4/27/2026 Sound Income Strategies LLC269,832$6.96M0.3%+24.1%1.178%
2/19/2026Claris Financial LLC32,700$866K0.5%N/A0.114%
2/18/2026Basso Capital Management L.P.71,589$1.90M1.1%+28.4%0.249%
2/16/2026Arax Advisory Partners2,010,327$53.23M1.6%-0.6%7.005%
2/11/2026 Janney Montgomery Scott LLC47,966$1.27M0.0%N/A0.167%
2/6/2026 Copia Wealth Management111,427$2.95M2.1%+54.7%0.388%
1/30/2026 Verity Asset Management Inc.13,796$365K0.2%-66.6%0.048%
1/23/2026 Farther Finance Advisors LLC37,842$1.00M0.0%+271.0%0.132%
1/21/2026 Sound Income Strategies LLC217,449$5.80M0.3%+51.0%0.758%
1/20/2026Ethos Financial Group LLC77,656$2.07M0.2%+138.4%0.271%
1/14/2026 Worth Asset Management LLC26,818$710K0.3%+209.2%0.093%
1/1/2026JPMorgan Chase & Co.58,889$1.58M0.0%N/A0.191%
11/17/2025 Verity Asset Management Inc.41,251$1.11M0.4%-7.1%0.133%
11/17/2025Flow Traders U.S. LLC159,522$4.28M0.2%N/A0.516%
11/13/2025Basso Capital Management L.P.55,740$1.50M1.0%+1,492.6%0.180%
11/13/2025Parallel Advisors LLC2,021$54K0.0%-43.9%0.007%
11/7/2025JPMorgan Chase & Co.58,889$1.58M0.0%N/A0.191%
10/31/2025 Copia Wealth Management72,049$1.93M1.4%+147.2%0.233%
10/23/2025Ethos Financial Group LLC32,572$874K0.1%+13.7%0.104%
10/17/2025 Worth Asset Management LLC8,672$233K0.1%N/A0.027%
10/14/2025 Farther Finance Advisors LLC10,201$274K0.0%N/A0.032%
10/10/2025 Sound Income Strategies LLC144,012$3.84M0.2%+62.5%0.446%
8/26/2025Claris Financial LLC34,463$922K0.7%N/A0.115%
8/6/2025Ethos 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%
7/31/2025Darden Wealth Group Inc18,550$496K0.3%N/A0.062%
7/17/2025 Sound Income Strategies LLC88,616$2.37M0.1%+286.5%0.297%
7/8/2025Parallel 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%
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%


CLOZ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CLOZ shares?

During the previous two years, 21 institutional investors and hedge funds held shares of Eldridge BBB-B CLO ETF. The most heavily invested institutionals were Arax Advisory Partners ($53.23M), Security Benefit Life Insurance Co. KS ($43.19M), Schechter Investment Advisors LLC ($43.13M), Kovitz Investment Group Partners LLC ($21.69M), Sound Income Strategies LLC ($6.96M), Flow Traders U.S. LLC ($4.28M), and Valeo Financial Advisors LLC ($3.34M).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 18 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 ($582.36K), Kovitz Investment Group Partners LLC ($546.06K), Flow Traders U.S. LLC ($317.86K), Sound Income Strategies LLC ($269.83K), Ethos Financial Group LLC ($120.70K), and JPMorgan Chase & Co. ($117.78K).

How much institutional buying is happening at Eldridge BBB-B CLO ETF?

Institutional investors have bought a total of 1,054,785 shares in the last 24 months. This purchase volume represents approximately $28.05M 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: Verity Asset Management Inc. ($54.18K), Arax Advisory Partners ($12.57K), OLD Mission Capital LLC ($10.95K), and Parallel Advisors LLC ($1.98K).

How much institutional selling is happening at Eldridge BBB-B CLO ETF?

Institutional investors have sold a total of 79,678 shares in the last 24 months. This volume of shares sold represents approximately $2.12M in transactions.


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This page (NYSEARCA:CLOZ) was last updated on 5/5/2026 by MarketBeat.com Staff.
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