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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Kingsview Wealth Management, Llc | Buy | +8,632 | — | 8,632 | $228.06K | Q2 2026 | Aug 19, 2026 |
| Copia Wealth Management | Buy | +25,499 | +15.8% | 187,206 | $4.95M | Q2 2026 | Aug 18, 2026 |
| Strait & Sound Wealth Management Llc | Buy | +4,074 | +37.0% | 15,095 | $398.81K | Q2 2026 | Aug 18, 2026 |
| Navis Wealth Advisors, Llc | Buy | +179,436 | — | 179,436 | $4.74M | Q2 2026 | Aug 14, 2026 |
| Insigneo Advisory Services, Llc | Buy | +82,276 | — | 82,276 | $2.17M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +34,486 | — | 34,486 | $911.12K | Q2 2026 | Aug 14, 2026 |
| Ausdal Financial Partners, Inc. | Buy | +30,641 | — | 30,641 | $809.53K | Q2 2026 | Aug 14, 2026 |
| Advyzon Investment Management, Llc | Buy | +25,874 | — | 25,874 | $683.59K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +21,624 | +94017.4% | 21,647 | $571.98K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -13,614 | -74.3% | 4,700 | $124.00K | Q2 2026 | Aug 14, 2026 |
| Kintra Wealth, Llc | Buy | +10,409 | — | 10,409 | $273.96K | Q2 2026 | Aug 14, 2026 |
| Barclays Plc | Buy | +4,400 | +2.3% | 194,400 | $5.14M | Q2 2026 | Aug 14, 2026 |
| Nfsg Corp | Sell | -125 | -7.4% | 1,554 | $41.06K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +6 | +600.0% | 7 | $179.00 | Q2 2026 | Aug 14, 2026 |
| Prostatis Group Llc | Sell | -2 | -0.0% | 12,484 | $329.83K | Q2 2026 | Aug 14, 2026 |
| Mariner, Llc | Buy | +457,050 | +246.3% | 642,610 | $16.98M | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +250,000 | +15.4% | 1,870,670 | $49.42M | Q2 2026 | Aug 13, 2026 |
| Inspire Advisors, Llc | Buy | +151,743 | +313.5% | 200,146 | $5.29M | Q2 2026 | Aug 13, 2026 |
| Estate Planners Group, Llc | Buy | +16,051 | +2.1% | 772,217 | $20.40M | Q2 2026 | Aug 13, 2026 |
| Capital Advisor Network Llc | Buy | +10,446 | +243.4% | 14,737 | $389.35K | Q2 2026 | Aug 13, 2026 |
| Hilltop Holdings Inc. | Sell | -2,755 | -5.4% | 48,395 | $1.28M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Sell | -2,100 | -2.5% | 82,863 | $2.19M | Q2 2026 | Aug 13, 2026 |
| Verity Asset Management, Inc. | Buy | +44 | +0.5% | 9,708 | $256.49K | Q2 2026 | Aug 13, 2026 |
| Fmr Llc | Buy | +2 | — | 2 | $53.00 | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | Buy | +124,044 | +9.1% | 1,481,838 | $39.15M | Q2 2026 | Aug 12, 2026 |
| Bank Of Montreal | Buy | +74,941 | — | 74,941 | $1.96M | Q2 2026 | Aug 12, 2026 |
| Resolute Wealth Strategies, Llc | Buy | +13,661 | — | 13,661 | $360.92K | Q2 2026 | Aug 12, 2026 |
| Stifel Financial Corp | Sell | -5,329 | -2.3% | 225,787 | $5.97M | Q2 2026 | Aug 12, 2026 |
| Cedar Wealth Management, Llc | Buy | +2,953 | +2.6% | 118,734 | $3.14M | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Buy | +2,929 | — | 2,929 | $77.40K | Q2 2026 | Aug 12, 2026 |
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.