PANAGRAM AAA CLO ETF (CLOX) Institutional Ownership and Insiders Activity
PANAGRAM AAA CLO ETF (CLOX) is widely held by institutional investors, with 57 firms reporting positions valued at approximately $121.27M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Security Benefit Life Insurance Co is the largest disclosed holder, reporting approximately $29.46M in CLOX holdings in its latest filing.
Institutional Holders
57
Total Reported Value
$121.27M
Largest Holder
Security Benefit Life Insurance Co
Largest Position
$29.46M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
8
Funds Exiting Positions
5
Top Institutional Owners
View allInvestorReported Balance
- Security Benefit Life Insurance Co$29.46M
- Lpl Financial Llc$28.91M
- Copia Wealth Management$7.57M
- Carmel Capital Partners, Llc$6.63M
- Arax Advisory Partners$4.99M
CLOX News
All news- Copia Wealth Management Q2 2026 Portfolio Activity: Strategic ETF Purchases and Sales
Aug 23, 2026 · valut.ai