Who Owns Eldridge BBB-B CLO ETF (CLOZ)?Hedge Fund & Institutional Holders

$25.50-0.01 (-0.02%)Financial ServicesNYSE_ARCA

Institutional Holders

87

as of QNaN NaN

Total Institutional Value

$296.3T

% of Float Held

QoQ Change in Holders

+87 / -0

Price History

$25.41$25.87$26.32$26.78$27.24Oct 24Jun 25Mar 26

CLOZ — Biggest Institutional Buyers This Quarter

FundShares AddedValue% of Portfolio
SECURITY BENEFIT LIFE INSURANCE CO /KS/New1.6M$43.2T16.17%
Schechter Investment Advisors, LLCNew1.6M$43.1T3.55%
Kovitz Investment Group Partners, LLCNew1.1M$28.7T100.00%
State of New Jersey Common Pension Fund DNew1.0M$26.6T100.00%
Guardian Financial Partners, LLCNew757K$20.1T9.62%
Gradient Investments LLCNew487K$12.9T0.26%
Brookstone Capital ManagementNew421K$11.2T100.00%
Donoghue Forlines LLCNew372K$9.9T3.13%
Sowell Financial Services LLCNew295K$7.8T0.36%
ENVESTNET ASSET MANAGEMENT INCNew281K$7.5T2.41%
Atria Investments, IncNew281K$7.5T95.56%
TRUIST FINANCIAL CORPNew253K$6.7T10.76%
Mariner, LLCNew233K$6.2T10.30%
GOLDMAN SACHS GROUP INCNew208K$5.5T0.90%
UBS Group AGNew153K$4.1T0.75%

Top Institutional Holders(QNaN NaN)

#FundSharesValue% of PortfolioQoQ Share Change
1SECURITY BENEFIT LIFE INSURANCE CO /KS/1,625,576$43.2T16.17%New
2Schechter Investment Advisors, LLC1,623,358$43.1T3.55%New
3Kovitz Investment Group Partners, LLC1,079,563$28.7T100.00%New
4State of New Jersey Common Pension Fund D1,000,000$26.6T100.00%New
5Guardian Financial Partners, LLC757,040$20.1T9.62%New
6Gradient Investments LLC487,288$12.9T0.26%New
7Brookstone Capital Management421,493$11.2T100.00%New
8Donoghue Forlines LLC371,741$9.9T3.13%New
9Sowell Financial Services LLC294,924$7.8T0.36%New
10ENVESTNET ASSET MANAGEMENT INC281,127$7.5T2.41%New
11Atria Investments, Inc280,581$7.5T95.56%New
12TRUIST FINANCIAL CORP253,261$6.7T10.76%New
13Mariner, LLC233,094$6.2T10.30%New
14GOLDMAN SACHS GROUP INC208,450$5.5T0.90%New
15UBS Group AG153,123$4.1T0.75%New
16Inspire Advisors, LLC149,203$4.0T0.46%New
17CWC Advisors, LLC.124,236$3.3T1.88%New
18Valeo Financial Advisors, LLC123,764$3.3T0.09%New
19Perigon Wealth Management, LLC122,915$3.3T0.08%New
20GTS SECURITIES LLC117,693$3.1T0.14%New
21Fortis Group Advisors, LLC109,777$2.9T0.57%New
22Cedar Wealth Management, LLC88,858$2.4T0.84%New
23JANE STREET GROUP, LLC85,626$2.3T0.57%New
24Rockport Wealth LLC79,339$2.1T0.74%New
25CITADEL ADVISORS LLC77,199$2.1T0.39%New
26Verity Asset Management, Inc.67,979$1.8T0.73%New
27AE Wealth Management LLC58,277$1.5T13.02%New
28BARCLAYS PLC58,051$1.5T0.44%New
29Gladstone Institutional Advisory LLC48,534$1.3T0.06%New
30Knott David M Jr47,807$1.3T0.60%New
31OSAIC HOLDINGS, INC.45,805$1.2T2.71%New
32OLD MISSION CAPITAL LLC44,192$1.2T15.47%New
33WMG Financial Advisors, LLC41,650$1.1T0.47%New
34Naviter Wealth, LLC41,050$1.1T0.13%New
35MGO ONE SEVEN LLC37,190$988.1B0.04%New
36FIFTH THIRD BANCORP34,372$913.3B3.47%New
37COMMONWEALTH EQUITY SERVICES, LLC32,815$872.0B1.23%New
38BALDWIN WEALTH PARTNERS LLC/MA30,931$821.8B0.06%New
39HighTower Advisors, LLC30,479$809.8B1.10%New
40Copia Wealth Management29,309$778.7B0.72%New
41SEAVIEW INVESTMENT MANAGERS LLC27,177$722.1B0.22%New
42Private Advisor Group, LLC26,241$697.2B4.22%New
43Sound Income Strategies, LLC22,930$609.3B0.04%New
44Nordwand Advisors, LLC22,600$600.5B0.23%New
45Elevated Capital Advisors, LLC19,865$527.8B0.15%New
46NAPA WEALTH MANAGEMENT18,666$496.0B0.28%New
47NWAM LLC17,461$463.9B0.04%New
48SUSQUEHANNA INTERNATIONAL GROUP, LLP16,672$443.0B0.08%New
49Ethos Financial Group, LLC16,069$436.8B0.04%New
50ROYAL BANK OF CANADA15,596$414.0B0.09%New

Similar Stocks by Institutional Ownership

As of QNaN NaN, 87 institutional investors hold CLOZ (Eldridge BBB-B CLO ETF). The largest holder is SECURITY BENEFIT LIFE INSURANCE CO /KS/ with $43.2T in shares. This quarter, 87 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own CLOZ?

As of QNaN NaN, 87 institutional investors report holding CLOZ (Eldridge BBB-B CLO ETF) in their 13F filings.

Who is the largest institutional holder of CLOZ?

The largest institutional holder of CLOZ is SECURITY BENEFIT LIFE INSURANCE CO /KS/ with $43.2T in shares.

Is institutional ownership of CLOZ increasing or decreasing?

This quarter, 87 institutions opened new positions in CLOZ and 0 closed their positions.