Who Owns ELDRIDGE AAA CLO ETF (CLOX)? -- Institutional Holders (2026-06-30)

62 institutions reported holding $126.8M of ELDRIDGE AAA CLO ETF (CLOX) in SEC 13F filings for 2026-06-30. Largest institutional holders: SECURITY BENEFIT LIFE INSURANCE CO /KS/ ($29.5M), LPL Financial LLC ($28.9M), Copia Wealth Management ($7.6M), Carmel Capital Partners, LLC ($6.6M), Arax Advisory Partners ($5.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1SECURITY BENEFIT LIFE INSURANCE CO /KS/$29.5M1.2MHold
2LPL Financial LLC$28.9M1.1MAdded
3Copia Wealth Management$7.6M295,383Added
4Carmel Capital Partners, LLC$6.6M258,925Trimmed
5Arax Advisory Partners$5.0M194,788Added
6FIG FINANCIAL ADVISORY SERVICES INC /ADV$4.6M180,564New
7WESPAC Advisors, LLC$4.1M159,133Added
8Fortis Group Advisors, LLC$4.0M154,727Added
9Spectrum Asset Management, Inc. (NB/CA)$3.2M124,361Added
10PRIMORIS WEALTH ADVISORS, LLC$2.9M114,650Added
11Inspire Advisors, LLC$2.3M90,044Added
12WMG Financial Advisors, LLC$2.2M85,397Trimmed
13Hobbs Group Advisors, LLC$2.0M78,734New
14Farther Finance Advisors, LLC$2.0M77,964Added
15Black Swift Group, LLC$1.6M62,250Trimmed
16Valeo Financial Advisors, LLC$1.3M50,000Hold
17CITADEL ADVISORS LLC$1.3M48,821Added
18GRIFFIN ASSET MANAGEMENT, INC.$1.2M45,417Added
19J.W. COLE ADVISORS, INC.$1.2M45,409Added
20Estate Planners Group, LLC$1.0M40,164Added
21BANK OF MONTREAL /CAN/$966,37737,727Added
22PRIVATE TRUST CO NA$811,38131,676Added
23IHT Wealth Management, LLC$806,68731,493Trimmed
24Silverleafe Capital Partners, LLC$682,90826,660Added
25Beverly Hills Private Wealth, LLC$666,47726,019Trimmed

Source: SEC Form 13F filings · as of 2026-06-30