Who owns Eldridge BBB-B CLO ETF?
Institutional ownership of CLOZ from SEC Form 13F filings across 65 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
65
13F holders
$256.2M
value, 2026 filers
36.9%
of shares outstanding (9.7M sh)
19
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of CLOZ's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Arax Advisory Partners | 2.2M | $57.8M | 0.4% | 8.3% | +44.6% |
| 2 | MORGAN STANLEY | 1.9M | $49.4M | 0.0% | 7.1% | +15.4% |
| 3 | Focus Partners Wealth | 1.5M | $39.2M | 0.0% | 5.6% | +9.1% |
| 4 | Atria Investments, Inc | 677,733 | $17.9M | 0.2% | 2.6% | +266.8% |
| 5 | Mariner, LLC | 642,610 | $17.0M | 0.0% | 2.4% | +246.3% |
| 6 | LPL Financial LLC | 365,239 | $9.6M | 0.0% | 1.4% | +570.9% |
| 7 | Sound Income Strategies, LLC | 330,517 | $8.7M | 0.4% | 1.3% | +22.5% |
| 8 | STIFEL FINANCIAL CORP | 225,787 | $6.0M | 0.0% | 0.9% | -2.3% |
| 9 | Inspire Advisors, LLC | 200,146 | $5.3M | 0.4% | 0.8% | +313.5% |
| 10 | BARCLAYS PLC | 194,400 | $5.1M | 0.0% | 0.7% | +2.3% |
| 11 | ENVESTNET ASSET MANAGEMENT INC | 156,040 | $4.1M | 0.0% | 0.6% | +50.6% |
| 12 | Ethos Financial Group, LLC | 127,418 | $3.4M | 0.2% | 0.5% | +5.6% |
| 13 | Valeo Financial Advisors, LLC | 123,764 | $3.3M | 0.1% | 0.5% | 0.0% |
| 14 | Impact Partnership Wealth, LLC | 110,679 | $2.9M | 0.3% | 0.4% | +30.7% |
| 15 | UBS Group AG | 82,863 | $2.2M | 0.0% | 0.3% | -2.5% |
| 16 | INSIGNEO ADVISORY SERVICES, LLCNEW | 82,276 | $2.2M | 0.1% | 0.3% | new |
| 17 | Nuveen, LLCNEW | 78,589 | $2.1M | 0.0% | 0.3% | new |
| 18 | BANK OF MONTREAL /CAN/NEW | 74,941 | $2.0M | 0.0% | 0.3% | new |
| 19 | Kestra Advisory Services, LLC | 74,396 | $2.0M | 0.0% | 0.3% | -51.5% |
| 20 | SEAVIEW INVESTMENT MANAGERS LLC | 56,757 | $1.5M | 0.4% | 0.2% | +32.3% |
| 21 | Hilltop Holdings Inc. | 48,395 | $1.3M | 0.1% | 0.2% | -5.4% |
| 22 | Maridea Wealth Management LLC | 40,285 | $1.1M | 0.1% | 0.2% | -4.2% |
| 23 | GOLDMAN SACHS GROUP INCNEW | 34,486 | $911,120 | 0.0% | 0.1% | new |
| 24 | Integrated Wealth Concepts LLC | 31,902 | $842,850 | 0.0% | 0.1% | +100.0% |
| 25 | Ausdal Financial Partners, Inc.NEW | 30,641 | $809,535 | 0.0% | 0.1% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.