CLOX Institutional Ownership & Shareholders
PANAGRAM AAA CLO ETF (CLOX) is currently held by 61 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $112.33M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Security Benefit Life Insurance Co is currently the largest disclosed institutional shareholder of CLOX tracked by InsiderSet, reporting ownership valued at approximately $29.46M 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 $29.36M, representing an estimated loss of -0.35% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 91% of the total disclosed CLOX value among the investors covered in this analysis. Major shareholders include Security Benefit Life Insurance Co, Lpl Financial Llc, Founders Financial Securities Llc, 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
61
Total Reported Value
$112.33M
Largest Holder
Security Benefit Life Insurance Co
Largest Position
$29.46M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
75
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 | 16.23% | 1,150,274 | $29,464,269 | $29,360,744 | -$103,525 | -0.35% | |
| Lpl Financial Llc | 0.01% | 1,128,511 | $28,906,797 | $28,805,243 | -$101,554 | -0.35% | |
| Founders Financial Securities Llc | 0.49% | 386,925 | $9,909,149 | $9,876,261 | -$32,888 | -0.33% | |
| Copia Wealth Management | 4.54% | 295,383 | $7,566,236 | $7,539,651 | -$26,585 | -0.35% | |
| Carmel Capital Partners, Llc | 2.30% | 251,219 | $6,433,718 | $6,412,365 | -$21,353 | -0.33% | |
| Arax Advisory Partners | 0.03% | 194,788 | $4,989,501 | $4,971,964 | -$17,537 | -0.35% | |
| Wespac Advisors, Llc | 2.03% | 156,884 | $4,017,787 | $4,004,464 | -$13,323 | -0.33% | |
| Fortis Group Advisors, Llc | 0.63% | 154,727 | $3,963,340 | $3,949,407 | -$13,933 | -0.35% | |
| Wt Wealth Management | 0.96% | 133,880 | $3,428,677 | $3,417,287 | -$11,390 | -0.33% | |
| Spectrum Asset Management, Inc. (Nb/Ca) | 0.94% | 127,301 | $3,260,179 | $3,249,358 | -$10,821 | -0.33% | |
| Inspire Advisors, Llc | 0.16% | 90,044 | $2,306,490 | $2,298,373 | -$8,117 | -0.35% | |
| Wmg Financial Advisors, Llc | 0.82% | 85,397 | $2,187,444 | $2,179,758 | -$7,686 | -0.35% | |
| Hobbs Group Advisors, Llc | 0.53% | 78,734 | $2,016,770 | $2,009,685 | -$7,085 | -0.35% | |
| Farther Finance Advisors, Llc | 0.01% | 77,307 | $1,979,843 | $1,973,261 | -$6,582 | -0.33% | |
| Primoris Wealth Advisors, Llc | 0.85% | 71,650 | $1,834,958 | $1,828,866 | -$6,092 | -0.33% | |
| Black Swift Group, Llc | 0.23% | 62,250 | $1,594,534 | $1,588,931 | -$5,603 | -0.35% | |
| Pfg Advisors | 0.07% | 51,092 | $1,308,472 | $1,304,123 | -$4,349 | -0.33% | |
| Valeo Financial Advisors, Llc | 0.03% | 50,000 | $1,280,500 | $1,276,250 | -$4,250 | -0.33% | |
| Citadel Advisors Llc | 0.00% | 48,821 | $1,250,550 | $1,246,156 | -$4,394 | -0.35% | |
| J.W. Cole Advisors, Inc. | 0.02% | 45,409 | $1,163,147 | $1,159,065 | -$4,082 | -0.35% | |
| Estate Planners Group, Llc | 0.47% | 40,164 | $1,028,792 | $1,025,186 | -$3,606 | -0.35% | |
| Beverly Hills Private Wealth, Llc | 0.18% | 40,053 | $1,025,757 | $1,022,353 | -$3,404 | -0.33% | |
| Griffin Asset Management, Inc. | 0.10% | 38,269 | $980,069 | $976,816 | -$3,253 | -0.33% | |
| Bank Of Montreal | 0.00% | 37,727 | $966,377 | $962,982 | -$3,395 | -0.35% | |
| Iht Wealth Management, Llc | 0.02% | 31,493 | $806,687 | $803,859 | -$2,828 | -0.35% | |
| Private Trust Co Na | 0.06% | 30,945 | $792,501 | $789,871 | -$2,630 | -0.33% | |
| Silverleafe Capital Partners, Llc | 0.20% | 26,974 | $690,792 | $688,511 | -$2,281 | -0.33% | |
| Newedge Advisors, Llc | 0.00% | 24,832 | $636,075 | $633,837 | -$2,238 | -0.35% | |
| Prostatis Group Llc | 0.14% | 24,248 | $621,101 | $618,930 | -$2,171 | -0.35% | |
| Hilltop Holdings Inc. | 0.05% | 24,085 | $616,937 | $614,770 | -$2,167 | -0.35% | |
| Rockport Wealth Llc | 0.11% | 23,725 | $607,598 | $605,581 | -$2,017 | -0.33% | |
| Onedigital Investment Advisors Llc | 0.01% | 23,226 | $594,944 | $592,844 | -$2,100 | -0.35% | |
| Koshinski Asset Management, Inc. | 0.03% | 22,272 | $570,386 | $568,493 | -$1,893 | -0.33% | |
| B. Riley Wealth Advisors, Inc. | 0.02% | 22,225 | $569,180 | $567,293 | -$1,887 | -0.33% | |
| Equitable Holdings, Inc. | 0.00% | 20,600 | $527,669 | $525,815 | -$1,854 | -0.35% | |
| Commonwealth Equity Services, Llc | 0.00% | 19,413 | $497,160 | $495,517 | -$1,643 | -0.33% | |
| Insigneo Advisory Services, Llc | 0.02% | 17,632 | $451,644 | $450,057 | -$1,587 | -0.35% | |
| Blue Water Asset Management | 0.15% | 17,520 | $448,699 | $447,198 | -$1,501 | -0.33% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 15,768 | $403,897 | $402,478 | -$1,419 | -0.35% | |
| Fourpath Capital Management, Llc | 0.05% | 13,585 | $347,912 | $346,757 | -$1,155 | -0.33% | |
| Worth Asset Management, Llc | 0.10% | 12,950 | $331,650 | $330,549 | -$1,101 | -0.33% | |
| Sequoia Financial Advisors | 0.00% | 12,708 | $325,505 | $324,372 | -$1,133 | -0.35% | |
| Royal Bank Of Canada | 0.00% | 10,000 | $256,000 | $255,250 | -$750 | -0.29% | |
| Bienville Capital Management, Llc | 0.04% | 9,773 | $250,335 | $249,456 | -$879 | -0.35% | |
| Janney Montgomery Scott Llc | 0.00% | 9,059 | $232,000 | $231,231 | -$769 | -0.33% | |
| Strait & Sound Wealth Management Llc | 0.08% | 8,612 | $220,596 | $219,821 | -$775 | -0.35% | |
| Simplicity Wealth,Llc | 0.01% | 8,501 | $217,711 | $216,988 | -$723 | -0.33% | |
| Range Financial Group Llc | 0.06% | 8,250 | $211,280 | $210,581 | -$699 | -0.33% | |
| Tectonic Advisors Llc | 0.01% | 8,000 | $204,880 | $204,200 | -$680 | -0.33% | |
| Morgan Stanley | 0.00% | 7,945 | $203,521 | $202,796 | -$725 | -0.36% |
Frequently asked questions about CLOX
Who are the largest institutional holders of CLOX?
The largest institutional holders of CLOX reported in the latest SEC Form 13F filings include Security Benefit Life Insurance Co, Lpl Financial Llc, Founders Financial Securities Llc, Copia Wealth Management, and Carmel Capital Partners, Llc. InsiderSet ranks institutional holders by their latest reported CLOX position.
What is CLOX institutional ownership?
This page tracks CLOX positions reported by institutional investment managers through SEC Form 13F. PANAGRAM AAA CLO ETF (CLOX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CLOX?
InsiderSet currently tracks 61 institutional managers reporting CLOX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of CLOX shareholders.
How much CLOX stock do institutions own?
Institutional investment managers disclosed approximately $112.33M in CLOX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CLOX institutional ownership last updated?
The latest CLOX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional CLOX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its CLOX position after the reporting date.
Are institutions buying or selling CLOX?
Institutional buying and selling can be analyzed by comparing CLOX positions across consecutive 13F reporting periods. InsiderSet's CLOX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CLOX ownership changes.
How has CLOX institutional ownership changed over time?
InsiderSet tracks CLOX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.