PANAGRAM BBB-B CLO ETF (CLOZ) Institutional Ownership Changes & 13F Activity

PANAGRAM BBB-B CLO ETF (CLOZ). 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 Mariner, Llc, Morgan Stanley, Navis Wealth Advisors, Llc, Inspire Advisors, Llc, and Focus Partners Wealth.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Kingsview Wealth Management, LlcBuy+8,6328,632$228.06KQ2 2026Aug 19, 2026
Copia Wealth ManagementBuy+25,499+15.8%187,206$4.95MQ2 2026Aug 18, 2026
Strait & Sound Wealth Management LlcBuy+4,074+37.0%15,095$398.81KQ2 2026Aug 18, 2026
Navis Wealth Advisors, LlcBuy+179,436179,436$4.74MQ2 2026Aug 14, 2026
Insigneo Advisory Services, LlcBuy+82,27682,276$2.17MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+34,48634,486$911.12KQ2 2026Aug 14, 2026
Ausdal Financial Partners, Inc.Buy+30,64130,641$809.53KQ2 2026Aug 14, 2026
Advyzon Investment Management, LlcBuy+25,87425,874$683.59KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+21,624+94017.4%21,647$571.98KQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-13,614-74.3%4,700$124.00KQ2 2026Aug 14, 2026
Kintra Wealth, LlcBuy+10,40910,409$273.96KQ2 2026Aug 14, 2026
Barclays PlcBuy+4,400+2.3%194,400$5.14MQ2 2026Aug 14, 2026
Nfsg CorpSell-125-7.4%1,554$41.06KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+6+600.0%7$179.00Q2 2026Aug 14, 2026
Prostatis Group LlcSell-2-0.0%12,484$329.83KQ2 2026Aug 14, 2026
Mariner, LlcBuy+457,050+246.3%642,610$16.98MQ2 2026Aug 13, 2026
Morgan StanleyBuy+250,000+15.4%1,870,670$49.42MQ2 2026Aug 13, 2026
Inspire Advisors, LlcBuy+151,743+313.5%200,146$5.29MQ2 2026Aug 13, 2026
Estate Planners Group, LlcBuy+16,051+2.1%772,217$20.40MQ2 2026Aug 13, 2026
Capital Advisor Network LlcBuy+10,446+243.4%14,737$389.35KQ2 2026Aug 13, 2026
Hilltop Holdings Inc.Sell-2,755-5.4%48,395$1.28MQ2 2026Aug 13, 2026
Ubs Group AgSell-2,100-2.5%82,863$2.19MQ2 2026Aug 13, 2026
Verity Asset Management, Inc.Buy+44+0.5%9,708$256.49KQ2 2026Aug 13, 2026
Fmr LlcBuy+22$53.00Q2 2026Aug 13, 2026
Focus Partners WealthBuy+124,044+9.1%1,481,838$39.15MQ2 2026Aug 12, 2026
Bank Of MontrealBuy+74,94174,941$1.96MQ2 2026Aug 12, 2026
Resolute Wealth Strategies, LlcBuy+13,66113,661$360.92KQ2 2026Aug 12, 2026
Stifel Financial CorpSell-5,329-2.3%225,787$5.97MQ2 2026Aug 12, 2026
Cedar Wealth Management, LlcBuy+2,953+2.6%118,734$3.14MQ2 2026Aug 12, 2026
Newedge Advisors, LlcBuy+2,9292,929$77.40KQ2 2026Aug 12, 2026
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Frequently asked questions about CLOZ activity

  • Which institutional owners are buying CLOZ?

    Institutional owners buying CLOZ 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 CLOZ activity?

    "Buy" means an investor increased their reported position in CLOZ compared to the prior reporting period. This reflects growing exposure to PANAGRAM BBB-B CLO ETF (CLOZ) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in CLOZ increasing?

    Institutional interest in CLOZ 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.