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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Citadel Advisors LlcBuy+22,287+84.0%48,821$1.25MQ2 2026Sep 02, 2026
Copia Wealth ManagementBuy+35,569+13.7%295,383$7.57MQ2 2026Aug 18, 2026
Strait & Sound Wealth Management LlcSell-311-3.5%8,612$220.60KQ2 2026Aug 18, 2026
Equitable Holdings, Inc.Buy+20,60020,600$527.67KQ2 2026Aug 17, 2026
Royal Bank Of CanadaSell-3,157-24.0%10,000$256.00KQ2 2026Aug 14, 2026
Iht Wealth Management, LlcSell-1,236-3.8%31,493$806.69KQ2 2026Aug 14, 2026
Insigneo Advisory Services, LlcSell-319-1.8%17,632$451.64KQ2 2026Aug 14, 2026
Prostatis Group LlcBuy+162+0.7%24,248$621.10KQ2 2026Aug 14, 2026
Hobbs Group Advisors, LlcBuy+78,73478,734$2.02MQ2 2026Aug 13, 2026
Hilltop Holdings Inc.Buy+24,08524,085$616.94KQ2 2026Aug 13, 2026
Estate Planners Group, LlcBuy+20,945+109.0%40,164$1.03MQ2 2026Aug 13, 2026
Black Swift Group, LlcSell-19,705-24.0%62,250$1.59MQ2 2026Aug 13, 2026
Bienville Capital Management, LlcBuy+9,7739,773$250.34KQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcBuy+8,571+119.1%15,768$403.90KQ2 2026Aug 13, 2026
Morgan StanleyBuy+6,380+407.7%7,945$203.52KQ2 2026Aug 13, 2026
Inspire Advisors, LlcBuy+4,044+4.7%90,044$2.31MQ2 2026Aug 13, 2026
Ubs Group AgBuy+461461$11.81KQ2 2026Aug 13, 2026
Newedge Advisors, LlcBuy+9,292+59.8%24,832$636.08KQ2 2026Aug 12, 2026
Bank Of MontrealBuy+1,773+4.9%37,727$966.38KQ2 2026Aug 12, 2026
Wespac Advisors, LlcBuy+99,365+166.3%159,133$4.08MQ2 2026Aug 10, 2026
Arax Advisory PartnersBuy+88,382+83.1%194,788$4.99MQ2 2026Aug 10, 2026
Lpl Financial LlcBuy+124,607+12.4%1,128,511$28.91MQ2 2026Aug 07, 2026
Onedigital Investment Advisors LlcBuy+23,22623,226$594.94KQ2 2026Aug 07, 2026
Beverly Hills Private Wealth, LlcSell-2,348-8.3%26,019$666.48KQ2 2026Aug 07, 2026
Janney Montgomery Scott LlcSell-47,118-83.9%9,059$232.00KQ2 2026Aug 05, 2026
Spectrum Asset Management, Inc. (Nb/Ca)Buy+8,958+7.8%124,361$3.19MQ2 2026Aug 03, 2026
Blue Water Asset ManagementBuy+5,243+43.3%17,351$444.45KQ2 2026Aug 03, 2026
Elevated Capital Advisors, LlcSell-4,175-69.9%1,798$46.06KQ2 2026Aug 03, 2026
Carmel Capital Partners, LlcSell-122,798-32.2%258,925$6.63MQ2 2026Jul 30, 2026
Cambridge Investment Research Advisors, Inc.Buy+14,346+126.6%25,679$658.00Q2 2026Jul 30, 2026
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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.