Who Owns CLOX?
Eldridge AAA CLO ETF — Institutional Ownership & 13F Holdings
$25.61
+0.01 (+0.06%)
Market Cap
$241.0M
Shares Outstanding
10,207,806
Institutional Holders
32
Total Inst. Value
$91.2M
% of Float Held
—
QoQ Holder Change
+18
Institutional data as of Q1 2025
New Positions
20
Closed Positions
8
Increased
2
Decreased
5
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | SECURITY BENEFIT LIFE INSURANCE CO /KS/ | $57.6M | 2,258,806 |
| 2 | Donoghue Forlines LLCNew | $14.1M | 552,435 |
| 3 | Fortis Group Advisors, LLCNew | $5.1M | 198,395 |
| 4 | Schechter Investment Advisors, LLC | $3.9M | 154,134 |
| 5 | Black Swift Group, LLC | $2.0M | 79,245 |
| 6 | Valeo Financial Advisors, LLC | $1.3M | 50,000 |
| 7 | L.M. KOHN & COMPANYNew | $1.2M | 46,939 |
| 8 | WMG Financial Advisors, LLCNew | $985K | 38,605 |
| 9 | WESPAC Advisors, LLCNew | $800K | 31,353 |
| 10 | CITIGROUP INC | $765K | 30,000 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Donoghue Forlines LLCNew | +552K | $14.1M |
| Fortis Group Advisors, LLCNew | +198K | $5.1M |
| Schechter Investment Advisors, LLC | +2K | $3.9M |
| L.M. KOHN & COMPANYNew | +47K | $1.2M |
| WMG Financial Advisors, LLCNew | +39K | $985K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| CITADEL ADVISORS LLC | -48K | $231K |
| Black Swift Group, LLC | -40K | $2.0M |
| ROYAL BANK OF CANADA | -25K | $54K |
| AE Wealth Management LLC | -5K | $127K |
| Quest 10 Wealth Builders, Inc. | -21 | $2K |
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Frequently Asked Questions
How many institutional investors hold CLOX?
As of Q1 2025, 32 institutional investors report holding CLOX (Eldridge AAA CLO ETF) in their 13F filings.
Which hedge fund owns the most CLOX?
The largest institutional holder of CLOX is SECURITY BENEFIT LIFE INSURANCE CO /KS/ with $57.6M in shares.
Are institutions buying or selling CLOX?
This quarter, 20 institutions opened new positions in CLOX and 8 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.