PANAGRAM BBB-B CLO ETF (CLOZ) Top Institutional Shareholders
PANAGRAM BBB-B CLO ETF (CLOZ) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $304.77M in CLOZ holdings during the latest filing period.
Security Benefit Life Insurance Co is currently the largest disclosed institutional shareholder of CLOZ tracked by InsiderSet, reporting ownership valued at approximately $41.70M in its March 31, 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 $42.62M, representing an estimated gain of +2.22% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 73% of the total disclosed CLOZ value among the investors covered in this analysis. Major shareholders include Security Benefit Life Insurance Co, Morgan Stanley, Arax Advisory Partners, and several other long-term asset managers with concentrated positions in PANAGRAM BBB-B CLO ETF (CLOZ).
This page ranks the largest institutional CLOZ 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
86
Total Reported Value
$304.77M
Largest Holder
Security Benefit Life Insurance Co
Largest Position
$41.70M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
117
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Security Benefit Life Insurance Co | 21.91% | 1,625,576 | $41,696,024 | $42,622,603 | +$926,579 | +2.22% | |
| Morgan Stanley | 0.00% | 1,620,670 | $41,570,196 | $42,493,967 | +$923,771 | +2.22% | |
| Arax Advisory Partners | 1.10% | 1,513,360 | $38,817,689 | $39,680,299 | +$862,610 | +2.22% | |
| Focus Partners Wealth | 0.04% | 1,357,794 | $34,827,438 | $35,601,359 | +$773,921 | +2.22% | |
| Estate Planners Group, Llc | 9.32% | 756,166 | $19,395,670 | $19,826,673 | +$431,003 | +2.22% | |
| Guardian Financial Partners, Llc | 7.90% | 729,139 | $18,702,408 | $19,118,025 | +$415,617 | +2.22% | |
| Gradient Investments Llc | 0.12% | 294,190 | $7,545,969 | $7,713,662 | +$167,693 | +2.22% | |
| Sound Income Strategies, Llc | 0.34% | 269,832 | $6,956,271 | $7,074,995 | +$118,724 | +1.71% | |
| Tower Research Capital Llc (Trc) | 0.16% | 235,706 | $6,045,859 | $6,180,211 | +$134,352 | +2.22% | |
| Stifel Financial Corp | 0.01% | 231,116 | $5,928,130 | $6,059,862 | +$131,732 | +2.22% | |
| Barclays Plc | 0.00% | 190,000 | $4,873,500 | $4,981,800 | +$108,300 | +2.22% | |
| Mariner, Llc | 0.01% | 185,560 | $4,759,603 | $4,865,383 | +$105,780 | +2.22% | |
| Atria Investments, Inc | 0.05% | 184,774 | $4,739,461 | $4,844,774 | +$105,313 | +2.22% | |
| Copia Wealth Management | 2.85% | 161,707 | $4,147,785 | $4,239,958 | +$92,173 | +2.22% | |
| Sowell Financial Services Llc | 0.15% | 156,036 | $4,002,329 | $4,091,264 | +$88,935 | +2.22% | |
| Kestra Advisory Services, Llc | 0.01% | 153,353 | $3,933,499 | $4,020,916 | +$87,417 | +2.22% | |
| Cwc Advisors, Llc. | 1.75% | 143,534 | $3,681,647 | $3,763,461 | +$81,814 | +2.22% | |
| Valeo Financial Advisors, Llc | 0.08% | 123,764 | $3,174,552 | $3,245,092 | +$70,540 | +2.22% | |
| Carmel Capital Partners, Llc | 1.14% | 123,439 | $3,166,210 | $3,236,571 | +$70,361 | +2.22% | |
| Ethos Financial Group, Llc | 0.23% | 120,704 | $3,096,061 | $3,164,859 | +$68,798 | +2.22% | |
| Cedar Wealth Management, Llc | 0.86% | 115,781 | $2,969,783 | $3,035,778 | +$65,995 | +2.22% | |
| Citadel Advisors Llc | 0.00% | 108,348 | $2,779,126 | $2,840,885 | +$61,759 | +2.22% | |
| Envestnet Asset Management Inc | 0.00% | 103,606 | $2,657,506 | $2,716,549 | +$59,043 | +2.22% | |
| Farther Finance Advisors, Llc | 0.02% | 101,087 | $2,606,012 | $2,650,501 | +$44,489 | +1.71% | |
| Ubs Group Ag | 0.00% | 84,963 | $2,179,301 | $2,227,730 | +$48,429 | +2.22% | |
| Impact Partnership Wealth, Llc | 0.27% | 84,650 | $2,171,276 | $2,219,523 | +$48,247 | +2.22% | |
| Brooklyn Investment Group | 0.07% | 81,747 | $2,096,797 | $2,143,406 | +$46,609 | +2.22% | |
| Susquehanna International Group, Llp | 0.00% | 69,836 | $1,791,293 | $1,831,100 | +$39,807 | +2.22% | |
| Lpl Financial Llc | 0.00% | 54,442 | $1,396,425 | $1,427,469 | +$31,044 | +2.22% | |
| Primoris Wealth Advisors, Llc | 0.92% | 51,450 | $1,319,694 | $1,349,019 | +$29,325 | +2.22% | |
| Hilltop Holdings Inc. | 0.12% | 51,150 | $1,311,998 | $1,341,153 | +$29,155 | +2.22% | |
| Inspire Advisors, Llc | 0.10% | 48,403 | $1,241,531 | $1,269,127 | +$27,596 | +2.22% | |
| Knott David M Jr | 0.73% | 47,807 | $1,226,250 | $1,253,500 | +$27,250 | +2.22% | |
| Basso Capital Management, L.P. | 0.69% | 44,059 | $1,130,123 | $1,155,227 | +$25,104 | +2.22% | |
| Rockport Wealth Llc | 0.20% | 43,855 | $1,124,876 | $1,149,878 | +$25,002 | +2.22% | |
| Seaview Investment Managers Llc | 0.40% | 42,887 | $1,100,044 | $1,124,497 | +$24,453 | +2.22% | |
| Maridea Wealth Management Llc | 0.16% | 42,042 | $1,078,377 | $1,102,341 | +$23,964 | +2.22% | |
| Laurel Oak Wealth Management, Llc | 0.16% | 36,498 | $936,181 | $956,978 | +$20,797 | +2.22% | |
| Jane Street Group, Llc | 0.00% | 36,379 | $933,121 | $953,857 | +$20,736 | +2.22% | |
| Almanack Investment Partners, Llc. | 0.16% | 35,919 | $921,322 | $941,796 | +$20,474 | +2.22% | |
| Gladstone Institutional Advisory Llc | 0.02% | 24,740 | $634,597 | $648,683 | +$14,086 | +2.22% | |
| Mgo One Seven Llc | 0.01% | 23,704 | $608,008 | $621,519 | +$13,511 | +2.22% | |
| Claris Financial Llc | 0.33% | 23,442 | $601,287 | $614,649 | +$13,362 | +2.22% | |
| Nordwand Advisors, Llc | 0.10% | 22,600 | $579,690 | $592,572 | +$12,882 | +2.22% | |
| Brucke Financial, Inc. | 0.28% | 21,605 | $554,159 | $566,483 | +$12,324 | +2.22% | |
| Mather Group, Llc. | 0.01% | 19,565 | $501,842 | $512,994 | +$11,152 | +2.22% | |
| Royal Bank Of Canada | 0.00% | 18,314 | $470,000 | $480,193 | +$10,193 | +2.17% | |
| Integrated Wealth Concepts Llc | 0.00% | 15,951 | $409,143 | $418,235 | +$9,092 | +2.22% | |
| Baldwin Wealth Partners Llc/Ma | 0.03% | 14,439 | $370,360 | $378,591 | +$8,231 | +2.22% | |
| Wmg Financial Advisors, Llc | 0.15% | 13,680 | $350,892 | $358,690 | +$7,798 | +2.22% |
Frequently asked questions about CLOZ
Who owns the most CLOZ stock?
The largest holders of CLOZ 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 BBB-B CLO ETF (CLOZ).
Is CLOZ widely held by superinvestors?
Many widely followed stocks like CLOZ appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CLOZ 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.