PANAGRAM BBB-B CLO ETF (CLOZ) Institutional Ownership and Insiders Activity
PANAGRAM BBB-B CLO ETF (CLOZ) is widely held by institutional investors, with 1 tracked firm reporting positions valued at approximately $340,194 based on SEC Form 13F filings for the quarter ended June 30, 2026.
Sequoia Financial Advisors is the largest disclosed holder, reporting approximately $340,194 in CLOZ holdings in its latest filing.
Institutional ownership among tracked investors remains highly concentrated, with Sequoia Financial Advisors representing the majority of disclosed value.
Institutional Holders
1
Total Reported Value
$340,194
Largest Holder
Sequoia Financial Advisors
Largest Position
$340,194
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
0
Funds Exiting Positions
0
Top Institutional Owners
View allInvestorReported Balance
- Sequoia Financial Advisors$340,194
CLOZ News
All news- Guardian Financial Partners Q2 2026 Portfolio Activity: Focus on ETFs
Jul 17, 2026 · valut.ai
Related CLOZ Institutional Insights:
- CLOZ Institutional Ownership & Insiders Activity
- CLOZ Institutional Ownership & 13F Activity
- CLOZ Top Institutional Shareholders
- CLOZ Institutional Buying Activity
- CLOZ Institutional Selling Activity
- Institutional Portfolio Overlap & Shared Holdings
- CLOZ Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings