Eldridge BBB-B CLO ETF (CLOZ) Institutional Ownership $26.70 +0.03 (+0.11%) As of 07/3/2025 05:00 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHeadlinesHoldingsOwnershipShort InterestBuy This Stock Institutional Ownership Changes (13F Filings) for Eldridge BBB-B CLO ETF (NYSEARCA:CLOZ)Number ofInstitutional Buyers(last 12 months)12TotalInstitutional Inflows(last 12 months)$85.50MNumber ofInstitutional Sellers(last 12 months)3TotalInstitutional Outflows(last 12 months)$13.74M Get CLOZ Insider Trade Alerts Want to know when executives and insiders are buying or selling Eldridge BBB-B CLO ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data CLOZ Institutional Buying and Selling by Quarter Eldridge BBB-B CLO ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/15/2025OLD Mission Capital LLC44,192$1.17M0.0%-19.9%0.180% 5/14/2025Flow Traders U.S. LLC77,234$2.05M0.1%N/A0.314% 5/1/2025Security Benefit Life Insurance Co. KS1,625,576$43.19M16.2%+137.6%6.608% 5/1/2025Schechter Investment Advisors LLC1,623,358$43.13M3.6%+20.9%6.599% 4/25/2025Verity Asset Management Inc.67,979$1.81M0.7%N/A0.276% 4/17/2025Copia Wealth Management29,309$779K0.7%N/A0.099% 4/17/2025Sound Income Strategies LLC22,930$609K0.0%N/A0.077% 2/14/2025Kovitz Investment Group Partners LLC804,642$21.69M0.1%+211.2%7.450% 2/12/2025Knott David M Jr47,807$1.29M0.5%-91.2%0.443% 2/12/2025OLD Mission Capital LLC55,143$1.49M0.0%N/A0.511% Get the Latest News and Ratings for CLOZ and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Eldridge BBB-B CLO ETF and its competitors with MarketBeat's FREE daily newsletter. 2/6/2025Ethos Financial Group LLC16,069$437K0.1%N/A0.149% 2/6/2025Lindbrook Capital LLC10,500$283K0.0%+23.5%0.097% 2/6/2025Schechter Investment Advisors LLC1,342,277$36.17M2.8%+28.9%12.428% 2/4/2025Security Benefit Life Insurance Co. KS684,170$18.44M5.9%N/A6.335% 1/30/2025Valeo Financial Advisors LLC123,764$3.34M0.1%-3.1%1.146% 11/14/2024Flow Traders U.S. LLC120,519$3.24M0.2%+205.7%1.116% 11/1/2024Lindbrook Capital LLC8,500$228K0.0%N/A0.079% 10/10/2024Valeo Financial Advisors LLC127,764$3.43M0.1%+118.1%1.183% 7/11/2024Worth Asset Management LLC9,625$259K0.2%N/A0.089% 4/25/2024Valeo Financial Advisors LLC58,584$1.57M0.0%+77.1%0.574% 4/19/2024Valeo Financial Advisors LLC56,154$1.51M0.0%+69.8%0.551% 1/29/2024Valeo Financial Advisors LLC33,080$873K0.0%+25.8%1.141% 1/17/2024Schechter Investment Advisors LLC320,524$8.46M0.7%N/A11.053% 11/6/2023Black Swift Group LLC238,965$6.25M2.0%N/A8.240% 10/20/2023Valeo Financial Advisors LLC26,291$687K0.0%N/A0.907% 8/9/2023Flow Traders U.S. LLC81,961$2.08M0.1%+659.6%2.826% 5/15/2023Security Benefit Life Insurance Co. KS916,884$23.10M2.7%N/A114.611% (Data available from 1/1/2016 forward) CLOZ Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of CLOZ shares? During the previous two years, 14 institutional investors and hedge funds held shares of Eldridge BBB-B CLO ETF. The most heavily invested institutionals were Security Benefit Life Insurance Co. KS ($43.19M), Schechter Investment Advisors LLC ($43.13M), Kovitz Investment Group Partners LLC ($21.69M), Black Swift Group LLC ($6.25M), Valeo Financial Advisors LLC ($3.34M), Flow Traders U.S. LLC ($2.05M), and Verity Asset Management Inc. ($1.81M).Learn more on Eldridge BBB-B CLO ETF's institutional investors. Which institutional investors have been buying Eldridge BBB-B CLO ETF's stock? Of the 13 institutional investors that purchased Eldridge BBB-B CLO ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Security Benefit Life Insurance Co. KS ($1.63M), Schechter Investment Advisors LLC ($902.88K), Kovitz Investment Group Partners LLC ($546.06K), Black Swift Group LLC ($238.97K), Flow Traders U.S. LLC ($229.51K), Valeo Financial Advisors LLC ($150.84K), and Verity Asset Management Inc. ($67.98K). How much institutional buying is happening at Eldridge BBB-B CLO ETF? Institutional investors have bought a total of 3,193,068 shares in the last 24 months. This purchase volume represents approximately $85.50M in transactions. Which of Eldridge BBB-B CLO ETF's major shareholders have been selling company stock? The following institutional investors have sold Eldridge BBB-B CLO ETF stock in the last 24 months: Knott David M Jr ($495.06K), OLD Mission Capital LLC ($10.95K), and Valeo Financial Advisors LLC ($4K). How much institutional selling is happening at Eldridge BBB-B CLO ETF? Institutional investors have sold a total of 510,012 shares in the last 24 months. This volume of shares sold represents approximately $13.74M in transactions. Related Companies PIMCO Senior Loan Active Exchange-Traded Fund Major Shareholders T. Rowe Price Floating Rate ETF Major Shareholders TCW Senior Loan ETF Major Shareholders Virtus Seix Senior Loan ETF Major Shareholders SPDR Blackstone Senior Loan ETF Major Shareholders Invesco Senior Loan ETF Major Shareholders This page (NYSEARCA:CLOZ) was last updated on 7/5/2025 by MarketBeat.com Staff From Our PartnersPresidential Bombshell: $150T Resource to Be Released as soon as this Summer?Something extraordinary is happening in Washington. For the first time in over a century, a sitting Preside...Paradigm Press | SponsoredTrump’s New Order Could Boost Social Security Benefits by 400%If you collect—or plan to collect—Social Security, you need to see this. A new initiative tied to President...InvestorPlace | SponsoredWhite House to reset Social Security?Elon Musk's parting DOGE gift looks set to shock America... 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