Who Owns Eldridge AAA CLO ETF (CLOX)?Hedge Fund & Institutional Holders

$25.38+0.03 (+0.10%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$5.762200013926e+210T

% of Float Held

—

QoQ Change in Holders

+14 / -4

Price History

$24.40$24.72$25.04$25.36$25.68Sep 24Jun 25Mar 26

CLOX — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Spectrum Asset Management, Inc. (NB/CA)New Position+546K+$13.9B
FOURPATH CAPITAL MANAGEMENT, LLCNew Position+536K+$13.7B
Carmel Capital Partners, LLCNew Position+236K+$6.0B
Copia Wealth ManagementNew Position+184K+$4.7B
WMG Financial Advisors, LLCNew Position+104K+$2.7B
Inspire Advisors, LLCNew Position+93K+$2.4B
Brookwood Investment Group LLCNew Position+54K+$1.4B
WESPAC Advisors, LLCNew Position+49K+$1.2B
J.W. COLE ADVISORS, INC.New Position+29K+$728.0M
Prostatis Group LLCNew Position+24K+$606.0M
Silverleafe Capital Partners, LLCNew Position+23K+$584.0M
Fortis Group Advisors, LLCIncreased+22K+$575.2M
B. Riley Wealth Advisors, Inc.New Position+22K+$572.0M
Rockport Wealth LLCNew Position+15K+$390.0M
Strait & Sound Wealth Management LLCNew Position+15K+$377.0M

CLOX — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Arax Advisory PartnersDecreased-10K-$3.1B
ROYAL BANK OF CANADADecreased-34K-$2.0B
CITADEL ADVISORS LLCDecreased-16K-$872.9M
OLD MISSION CAPITAL LLCDecreased-32K-$819.7M
HighTower Advisors, LLCDecreased-12K-$671.3M
Tower Research Capital LLC (TRC)Decreased-15K-$600.7M
JANE STREET GROUP, LLCDecreased-7K-$497.2M
NewEdge Advisors, LLCDecreased-142-$394.6M
Wealthspire Advisors, LLCClosed Position-3K-$70.0M
UBS Group AGClosed Position-760-$19.4M
Black Swift Group, LLCDecreased-39K-$975K
BANK OF AMERICA CORP /DE/Closed Position-23K-$579K
MORGAN STANLEYClosed Position-515-$13K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1SECURITY BENEFIT LIFE INSURANCE CO /KS/2,258,806$57.6B23.80%Share
2Spectrum Asset Management, Inc. (NB/CA)545,921$13.9B4.65%Share
3FOURPATH CAPITAL MANAGEMENT, LLC536,031$13.7B1.87%Share
4Carmel Capital Partners, LLC236,314$6.0B2.12%Share
5Copia Wealth Management183,609$4.7B3.35%Share
6WMG Financial Advisors, LLC104,472$2.7B1.10%Share
7Inspire Advisors, LLC92,621$2.4B0.22%Share
8Fortis Group Advisors, LLC54,760$1.4B0.24%Share
9Brookwood Investment Group LLC53,643$1.4B0.16%Share
10WESPAC Advisors, LLC48,929$1.2B0.68%Share
11ROYAL BANK OF CANADA74,261$1.0B0.00%Share
12J.W. COLE ADVISORS, INC.28,553$728.0M0.02%Share
13Prostatis Group LLC23,790$606.0M0.14%Share
14Silverleafe Capital Partners, LLC22,915$584.0M0.17%Share
15B. Riley Wealth Advisors, Inc.22,426$572.0M0.03%Share
16Rockport Wealth LLC15,314$390.0M0.08%Share
17Strait & Sound Wealth Management LLC14,779$377.0M0.14%Share
18PRIVATE TRUST CO NA14,775$376.0M0.03%Share
19Koshinski Asset Management, Inc.12,249$312.0M0.02%Share
20PRIMORIS WEALTH ADVISORS, LLC11,250$286.0M0.17%Share
21OLD MISSION CAPITAL LLC10,034$255.0M0.01%Share
22Elevated Capital Advisors, LLC7,656$195.0M0.05%Share
23Cedar Wealth Management, LLC1,565$39.0M0.01%Share
24COMERICA BANK1,487$37.0M0.00%Share
25LPL Financial LLC640,192$16.0M0.00%Share
26Ball & Co Wealth Management Inc.264,121$6.7M4.34%Share
27Rossby Financial, LCC128$3.0M0.00%Share
28Black Swift Group, LLC99,305$2.6M0.43%Share
29Quest 10 Wealth Builders, Inc.87$2.0M0.00%Share
30Arax Advisory Partners110,414$2.0M0.06%Share
31Valeo Financial Advisors, LLC50,000$1.3M0.00%Share
32Janney Montgomery Scott LLC49,515$1.0M0.00%Share
33New Millennium Group LLC49$1.0M0.00%Share
34GRIFFIN ASSET MANAGEMENT, INC.26,574$677K0.07%Share
35Centric Wealth Management20,000$512K0.11%Share
36Sequoia Financial Advisors, LLC12,410$316K0.00%Share
37Blue Water Asset Management11,967$305K0.11%Share
38CWM, LLC3,709$95K0.00%Share
39HARBOUR INVESTMENTS, INC.1,250$31K0.00%Share
40Kestra Advisory Services, LLC2,158$00.00%Share
41OSAIC HOLDINGS, INC.1,195$00.00%Share
42AE Wealth Management LLC6$00.00%Share
43ROYAL BANK OF CANADA10,000$00.00%Share
44AE Wealth Management LLC4$00.00%Share
45AE Wealth Management LLC4$00.00%Share
46AE Wealth Management LLC1$00.00%Share
47AE Wealth Management LLC1$00.00%Share
48AE Wealth Management LLC2$00.00%Share
49AE Wealth Management LLC18$00.00%Share
50AE Wealth Management LLC62$00.00%Share

CLOX Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202553$110.8B+30
Q3 202523$70.1B-21
Q2 202544$84.6B+12
Q1 202532$90.4B+12
Q4 202420$73.8B+0
Q3 202420$1.5T+2
Q2 202418$1.3T+4
Q1 202414$3.8T—

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As of Q4 2025, 50 institutional investors hold CLOX (Eldridge AAA CLO ETF). The largest holder is SECURITY BENEFIT LIFE INSURANCE CO /KS/ with $57.6B in shares. This quarter, 14 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own CLOX?

As of Q4 2025, 50 institutional investors report holding CLOX (Eldridge AAA CLO ETF) in their 13F filings.

Who is the largest institutional holder of CLOX?

The largest institutional holder of CLOX is SECURITY BENEFIT LIFE INSURANCE CO /KS/ with $57.6B in shares.

Is institutional ownership of CLOX increasing or decreasing?

This quarter, 14 institutions opened new positions in CLOX and 4 closed their positions.