PANAGRAM AAA CLO ETF (CLOX) Institutional Ownership Changes & 13F Activity
PANAGRAM AAA CLO ETF (CLOX). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Lpl Financial Llc, Carmel Capital Partners, Llc, Wespac Advisors, Llc, Arax Advisory Partners, and Hobbs Group Advisors, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Buy | +22,287 | +84.0% | 48,821 | $1.25M | Q2 2026 | Sep 02, 2026 |
| Copia Wealth Management | Buy | +35,569 | +13.7% | 295,383 | $7.57M | Q2 2026 | Aug 18, 2026 |
| Strait & Sound Wealth Management Llc | Sell | -311 | -3.5% | 8,612 | $220.60K | Q2 2026 | Aug 18, 2026 |
| Equitable Holdings, Inc. | Buy | +20,600 | — | 20,600 | $527.67K | Q2 2026 | Aug 17, 2026 |
| Royal Bank Of Canada | Sell | -3,157 | -24.0% | 10,000 | $256.00K | Q2 2026 | Aug 14, 2026 |
| Iht Wealth Management, Llc | Sell | -1,236 | -3.8% | 31,493 | $806.69K | Q2 2026 | Aug 14, 2026 |
| Insigneo Advisory Services, Llc | Sell | -319 | -1.8% | 17,632 | $451.64K | Q2 2026 | Aug 14, 2026 |
| Prostatis Group Llc | Buy | +162 | +0.7% | 24,248 | $621.10K | Q2 2026 | Aug 14, 2026 |
| Hobbs Group Advisors, Llc | Buy | +78,734 | — | 78,734 | $2.02M | Q2 2026 | Aug 13, 2026 |
| Hilltop Holdings Inc. | Buy | +24,085 | — | 24,085 | $616.94K | Q2 2026 | Aug 13, 2026 |
| Estate Planners Group, Llc | Buy | +20,945 | +109.0% | 40,164 | $1.03M | Q2 2026 | Aug 13, 2026 |
| Black Swift Group, Llc | Sell | -19,705 | -24.0% | 62,250 | $1.59M | Q2 2026 | Aug 13, 2026 |
| Bienville Capital Management, Llc | Buy | +9,773 | — | 9,773 | $250.34K | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +8,571 | +119.1% | 15,768 | $403.90K | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +6,380 | +407.7% | 7,945 | $203.52K | Q2 2026 | Aug 13, 2026 |
| Inspire Advisors, Llc | Buy | +4,044 | +4.7% | 90,044 | $2.31M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +461 | — | 461 | $11.81K | Q2 2026 | Aug 13, 2026 |
| Newedge Advisors, Llc | Buy | +9,292 | +59.8% | 24,832 | $636.08K | Q2 2026 | Aug 12, 2026 |
| Bank Of Montreal | Buy | +1,773 | +4.9% | 37,727 | $966.38K | Q2 2026 | Aug 12, 2026 |
| Wespac Advisors, Llc | Buy | +99,365 | +166.3% | 159,133 | $4.08M | Q2 2026 | Aug 10, 2026 |
| Arax Advisory Partners | Buy | +88,382 | +83.1% | 194,788 | $4.99M | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Buy | +124,607 | +12.4% | 1,128,511 | $28.91M | Q2 2026 | Aug 07, 2026 |
| Onedigital Investment Advisors Llc | Buy | +23,226 | — | 23,226 | $594.94K | Q2 2026 | Aug 07, 2026 |
| Beverly Hills Private Wealth, Llc | Sell | -2,348 | -8.3% | 26,019 | $666.48K | Q2 2026 | Aug 07, 2026 |
| Janney Montgomery Scott Llc | Sell | -47,118 | -83.9% | 9,059 | $232.00K | Q2 2026 | Aug 05, 2026 |
| Spectrum Asset Management, Inc. (Nb/Ca) | Buy | +8,958 | +7.8% | 124,361 | $3.19M | Q2 2026 | Aug 03, 2026 |
| Blue Water Asset Management | Buy | +5,243 | +43.3% | 17,351 | $444.45K | Q2 2026 | Aug 03, 2026 |
| Elevated Capital Advisors, Llc | Sell | -4,175 | -69.9% | 1,798 | $46.06K | Q2 2026 | Aug 03, 2026 |
| Carmel Capital Partners, Llc | Sell | -122,798 | -32.2% | 258,925 | $6.63M | Q2 2026 | Jul 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | Buy | +14,346 | +126.6% | 25,679 | $658.00 | Q2 2026 | Jul 30, 2026 |
Frequently asked questions about CLOX activity
Which institutional owners are buying CLOX?
Institutional owners buying CLOX include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in CLOX activity?
"Buy" means an investor increased their reported position in CLOX compared to the prior reporting period. This reflects growing exposure to PANAGRAM AAA CLO ETF (CLOX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in CLOX increasing?
Institutional interest in CLOX can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.