PANAGRAM AAA CLO ETF (CLOX) Institutional Shareholders
PANAGRAM AAA CLO ETF (CLOX) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $107.75M in CLOX holdings during the latest filing period.
Security Benefit Life Insurance Co is currently the largest disclosed institutional shareholder of CLOX tracked by InsiderSet, reporting ownership valued at approximately $29.41M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $29.34M, representing an estimated loss of -0.23% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 79% of the total disclosed CLOX value among the investors covered in this analysis. Major shareholders include Security Benefit Life Insurance Co, Lpl Financial Llc, Copia Wealth Management, and several other long-term asset managers with concentrated positions in PANAGRAM AAA CLO ETF (CLOX).
This page ranks the largest institutional CLOX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
54
Total Reported Value
$107.75M
Largest Holder
Security Benefit Life Insurance Co
Largest Position
$29.41M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
64
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Security Benefit Life Insurance Co | 15.45% | 1,150,274 | $29,412,506 | $29,343,490 | -$69,016 | -0.23% | |
| Lpl Financial Llc | 0.01% | 1,003,904 | $25,669,820 | $25,609,591 | -$60,229 | -0.23% | |
| Copia Wealth Management | 4.57% | 259,814 | $6,643,444 | $6,627,855 | -$15,589 | -0.23% | |
| Carmel Capital Partners, Llc | 2.19% | 258,925 | $6,632,364 | $6,605,177 | -$27,187 | -0.41% | |
| Fortis Group Advisors, Llc | 0.63% | 154,727 | $3,963,340 | $3,947,086 | -$16,254 | -0.41% | |
| Spectrum Asset Management, Inc. (Nb/Ca) | 0.88% | 124,361 | $3,185,508 | $3,172,449 | -$13,059 | -0.41% | |
| Primoris Wealth Advisors, Llc | 1.34% | 114,650 | $2,936,761 | $2,924,722 | -$12,040 | -0.41% | |
| Arax Advisory Partners | 0.08% | 106,406 | $2,720,800 | $2,714,417 | -$6,383 | -0.23% | |
| Inspire Advisors, Llc | 0.18% | 86,000 | $2,199,021 | $2,193,860 | -$5,161 | -0.23% | |
| Wmg Financial Advisors, Llc | 0.82% | 85,397 | $2,187,444 | $2,178,477 | -$8,967 | -0.41% | |
| Black Swift Group, Llc | 0.37% | 81,955 | $2,095,589 | $2,090,672 | -$4,917 | -0.23% | |
| Farther Finance Advisors, Llc | 0.02% | 77,964 | $1,997,056 | $1,988,862 | -$8,194 | -0.41% | |
| Wespac Advisors, Llc | 0.84% | 59,768 | $1,528,268 | $1,524,682 | -$3,586 | -0.23% | |
| Valeo Financial Advisors, Llc | 0.03% | 50,000 | $1,280,750 | $1,275,500 | -$5,250 | -0.41% | |
| Griffin Asset Management, Inc. | 0.12% | 45,417 | $1,163,356 | $1,158,588 | -$4,768 | -0.41% | |
| J.W. Cole Advisors, Inc. | 0.02% | 45,409 | $1,163,147 | $1,158,384 | -$4,763 | -0.41% | |
| Bank Of Montreal | 0.00% | 35,954 | $919,344 | $917,187 | -$2,157 | -0.23% | |
| Iht Wealth Management, Llc | 0.02% | 32,729 | $836,882 | $834,917 | -$1,965 | -0.23% | |
| Private Trust Co Na | 0.06% | 31,676 | $811,381 | $808,055 | -$3,326 | -0.41% | |
| Beverly Hills Private Wealth, Llc | 0.12% | 28,367 | $725,344 | $723,642 | -$1,702 | -0.23% | |
| Integrated Advisors Network Llc | 0.04% | 27,584 | $705,320 | $703,668 | -$1,652 | -0.23% | |
| Silverleafe Capital Partners, Llc | 0.19% | 26,660 | $682,908 | $680,097 | -$2,811 | -0.41% | |
| Citadel Advisors Llc | 0.00% | 26,534 | $678,474 | $676,882 | -$1,592 | -0.23% | |
| Prostatis Group Llc | 0.16% | 24,086 | $615,882 | $614,434 | -$1,448 | -0.24% | |
| Rockport Wealth Llc | 0.10% | 23,425 | $600,032 | $597,572 | -$2,460 | -0.41% | |
| B. Riley Wealth Advisors, Inc. | 0.03% | 22,767 | $582,959 | $580,786 | -$2,173 | -0.37% | |
| Koshinski Asset Management, Inc. | 0.03% | 22,665 | $580,564 | $578,184 | -$2,380 | -0.41% | |
| Worth Asset Management, Llc | 0.17% | 20,925 | $535,994 | $533,797 | -$2,197 | -0.41% | |
| Commonwealth Equity Services, Llc | 0.00% | 19,511 | $499,770 | $497,726 | -$2,044 | -0.41% | |
| Estate Planners Group, Llc | 0.24% | 19,219 | $491,418 | $490,277 | -$1,141 | -0.23% | |
| Hightower Advisors, Llc | 0.00% | 19,200 | $490,944 | $489,792 | -$1,152 | -0.23% | |
| Insigneo Advisory Services, Llc | 0.03% | 17,951 | $459,007 | $457,930 | -$1,077 | -0.23% | |
| Blue Water Asset Management | 0.14% | 17,351 | $444,446 | $442,624 | -$1,822 | -0.41% | |
| Royal Bank Of Canada | 0.00% | 13,157 | $337,000 | $335,635 | -$1,365 | -0.41% | |
| Sequoia Financial Advisors | 0.00% | 12,708 | $325,505 | $324,181 | -$1,324 | -0.41% | |
| Leclair Wealth Partners Llc | 0.11% | 12,108 | $309,601 | $308,875 | -$726 | -0.23% | |
| Fourpath Capital Management, Llc | 0.04% | 11,685 | $299,311 | $298,084 | -$1,227 | -0.41% | |
| Strait & Sound Wealth Management Llc | 0.09% | 8,923 | $228,161 | $227,626 | -$535 | -0.23% | |
| Tectonic Advisors Llc | 0.01% | 8,000 | $204,920 | $204,080 | -$840 | -0.41% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 7,197 | $184,027 | $183,595 | -$432 | -0.23% | |
| Bellevue Asset Management, Llc | 0.06% | 4,657 | $119,079 | $118,800 | -$279 | -0.23% | |
| Cwm, Llc | 0.00% | 3,514 | $89,853 | $89,642 | -$211 | -0.23% | |
| Elevated Capital Advisors, Llc | 0.01% | 1,798 | $46,061 | $45,867 | -$194 | -0.42% | |
| Morgan Stanley | 0.00% | 1,565 | $40,027 | $39,923 | -$104 | -0.26% | |
| Fifth Third Bancorp | 0.00% | 1,487 | $38,023 | $37,933 | -$90 | -0.24% | |
| Harbour Investments, Inc. | 0.00% | 1,250 | $31,963 | $31,888 | -$75 | -0.24% | |
| Osaic Holdings, Inc. | 0.00% | 1,195 | $30,556 | $30,484 | -$72 | -0.23% | |
| Newedge Advisors, Llc | 0.00% | 15,540 | $20,653 | $396,425 | +$375,772 | +1819.46% | |
| Rossby Financial, Lcc | 0.00% | 128 | $3,274 | $3,265 | -$9 | -0.27% | |
| Shp Wealth Management | 0.00% | 105 | $2,685 | $2,679 | -$6 | -0.24% |
Frequently asked questions about CLOX
Who owns the most CLOX stock?
The largest holders of CLOX are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for PANAGRAM AAA CLO ETF (CLOX).
Is CLOX widely held by superinvestors?
Many widely followed stocks like CLOX appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CLOX is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.