Eldridge Bbb-b Clo ETF
$26.08+0.1%
+$96.2M
Net Activity
+23.93% total shares
Institutions Holding
94
Popularity Rank
#4732
Avg Weight
0.61%
Total Value
$390.5M
94 institutions currently hold CLOZ, with 62 net buyers and 37 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
37
Net Buying Institutions
62
Top 5 by Value
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Across its top 20 institutional holders, CLOZ's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 12/100, avg. turnover score 28/100).
CLOZ ranks #4732 out of 37501 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
CLOZ is a top-conviction position for Security Benefit Life Insurance Co /ks/ — at 21.9% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in CLOZ belongs to Arax Advisory Partners, but the position matters far more to Security Benefit Life Insurance Co /ks/, who has 21.9% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
Morgan Stanley has added to its CLOZ position for two straight quarters, increasing it by $49.4M to reach $49.4M today.
Kestra Advisory Services, LLC has trimmed its CLOZ position for two straight quarters, cutting it by $3.7M while still holding $2.0M.
CLOZ is up 0.1% today, and institutions have been net buyers of $96.2M this quarter — today's price move and the underlying institutional flow are pointing the same direction.
+$101.1M
Total Buy Value
$23.9M
Total Sell Value
62
Net Buyers
37
Net Sellers
CLOZ
Q2 2026
Top 5 Institutional Movers
+$19.0M
+$13.2M
+$12.2M
+$8.3M
+$7.9M
CLOZ does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
81752T528
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,239
Total reported value
$2.2T
3224 13F institutions increased their position this quarter
Institutions Holding
5,987
Total reported value
$3.6T
3028 13F institutions increased their position this quarter
Institutions Holding
6,149
Total reported value
$1.8T
2966 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,836
Total reported value
$1.5T
Held by 4836 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,760
Total reported value
$1.2T
Held by 4760 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,688
Total reported value
$473.3B
Held by 4688 institutions — one of the most-tracked stocks on AlphaSMO
Access CLOZ's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/CLOZCLI
npx alphasmo stocks get CLOZ