PANAGRAM BBB-B CLO ETF (CLOZ) Institutional Ownership and Insiders Activity
PANAGRAM BBB-B CLO ETF (CLOZ) is widely held by institutional investors, with 95 firms reporting positions valued at approximately $393.46M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Arax Advisory Partners is the largest disclosed holder, reporting approximately $57.83M in CLOZ holdings in its latest filing.
Institutional Holders
95
Total Reported Value
$393.46M
Largest Holder
Arax Advisory Partners
Largest Position
$57.83M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
23
Funds Exiting Positions
19
Top Institutional Owners
View allInvestorReported Balance
- Arax Advisory Partners$57.83M
- Morgan Stanley$49.42M
- Security Benefit Life Insurance Co$42.95M
- Focus Partners Wealth$39.15M
- Estate Planners Group, Llc$20.40M
CLOZ News
All news- Copia Wealth Management Q2 2026 Portfolio Activity: Strategic ETF Purchases and Sales
Aug 23, 2026 · valut.ai
- Guardian Financial Partners Q2 2026 Portfolio Activity: Focus on ETFs
Jul 17, 2026 · valut.ai