IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Eldridge Bbb-B CLO ETF (CLOZ)

CUSIP: 81752T528 | NYSE | 200 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Security Benefit Life Insurance Co1,183,957
37.8% of portfolio›$31.1M
Atria Investments, Inc696,007
0.2% of portfolio›$18.3M
Founders Financial Securities LLC372,020
0.5% of portfolio›$9.8M
Ocean Park Asset Management, LLC333,500
0.5% of portfolio›$8.8M
Sound Income Strategies, LLC325,205
0.4% of portfolio›$8.5M
Gradient Investments LLC304,237
0.1% of portfolio›$8.0M
J2 Capital Management Inc259,310
4.3% of portfolio›$6.8M
Basso Capital Management, L.P.200,913
1.1% of portfolio›$5.3M
Wespac Advisors, LLC195,870
2.6% of portfolio›$5.2M
Sowell Financial Services LLC160,531
0.1% of portfolio›$4.2M
Valeo Financial Advisors, LLC123,764
0.1% of portfolio›$3.3M
Farther Finance Advisors, LLC108,873
0.0% of portfolio›$2.9M
Kestra Advisory Services, LLC73,246
0.0% of portfolio›$1.9M
Primoris Wealth Advisors, LLC69,950
0.9% of portfolio›$1.8M
CWC Advisors, Llc.68,207
0.8% of portfolio›$1.8M
Rockport Wealth LLC47,086
0.2% of portfolio›$1.2M
PFG Advisors45,879
0.1% of portfolio›$1.2M
Brucke Financial, Inc.25,797
0.3% of portfolio›$678.5K
Almanack Investment Partners, Llc.22,664
0.1% of portfolio›$596.1K
Griffin Asset Management, Inc.22,342
0.1% of portfolio›$587.6K
Laurel OAK Wealth Management, LLC21,144
0.1% of portfolio›$556.1K
Tactive Advisors, LLC16,918
0.1% of portfolio›$444.9K
MGO One Seven LLC16,506
0.0% of portfolio›$434.1K
Koshinski Asset Management, Inc.16,499
0.0% of portfolio›$433.9K
Private Trust Co NA15,382
0.0% of portfolio›$404.5K
Cambridge Investment Research Advisors, Inc.14,404
0.0% of portfolio›$379
Mather Group, Llc.13,139
0.0% of portfolio›$345.6K
StoneX Group Inc.10,974
0.0% of portfolio›$287.5K
Commonwealth Equity Services, LLC10,846
0.0% of portfolio›$285.3K
Third View Private Wealth, LLC10,085
0.0% of portfolio›$265.2K
WMG Financial Advisors, LLC10,000
0.1% of portfolio›$264.2K
Verity Asset Management, Inc.9,215
0.1% of portfolio›$242.4K
Baldwin Wealth Partners LLC9,098
0.0% of portfolio›$239.3K
Axos Invest Inc.8,348
0.2% of portfolio›$219.5K
Rossby Financial, LCC3,089
0.0% of portfolio›$81.2K
Nfsg Corp1,554
0.0% of portfolio›$40.9K
Elevated Capital Advisors, LLC1,537
0.0% of portfolio›$40.4K
GK Wealth Management LLC323
0.0% of portfolio›$8.5K
Reyes Financial Architecture, Inc.320
0.0% of portfolio›$8.4K
Triumph Capital Management181
0.0% of portfolio›$4.8K
High Point Wealth Management, LLC155
0.0% of portfolio›$4.1K
BI Asset Management Fondsmaeglerselskab A/S138
0.0% of portfolio›$4
Spurstone Advisory Services, LLC14
0.0% of portfolio›$368
StyleTurnoverLocationFiled
Security Benefit Life Insurance Co
1,183,957$31.1M37.8%Agg GrowthMediumTopeka, KS2026-11-05
Atria Investments, Inc
696,007$18.3M0.2%CoreMediumCharlotte, NC2026-10-15
Founders Financial Securities LLC
372,020$9.8M0.5%ETFMediumTowson, MD2026-10-28
Ocean Park Asset Management, LLC
333,500$8.8M0.5%ETFLowSanta Monica, CA2026-10-21
Sound Income Strategies, LLC
325,205$8.5M0.4%YieldMediumFt Lauderdale, FL2026-10-09
Gradient Investments LLC
304,237$8.0M0.1%CoreMediumArden Hills, MN2026-10-08
J2 Capital Management Inc
259,310$6.8M4.3%ETFHighTroy, MI2026-10-19
Basso Capital Management, L.P.
200,913$5.3M1.1%ETFMediumStamford, CT2026-10-30
Wespac Advisors, LLC
195,870$5.2M2.6%ETFHighOrinda, CA2026-10-26
Sowell Financial Services LLC
160,531$4.2M0.1%CoreLowNorth Little Rock, AR2026-10-23
Valeo Financial Advisors, LLC
123,764$3.3M0.1%ETFLowCarmel, IN2026-10-08
Farther Finance Advisors, LLC
108,873$2.9M0.0%IndexLowSan Francisco, CA2026-10-08
Kestra Advisory Services, LLC
73,246$1.9M0.0%CoreLowAustin, TX2026-11-02
Primoris Wealth Advisors, LLC
69,950$1.8M0.9%GrowthMediumNorth Palm Beach, FL2026-10-28
CWC Advisors, Llc.
68,207$1.8M0.8%GARPLowLake Oswego, OR2026-10-15
Rockport Wealth LLC
47,086$1.2M0.2%ETFMediumFairview Park, OH2026-11-03
PFG Advisors
45,879$1.2M0.1%ETFMediumPhoenix, AZ2026-10-16
Brucke Financial, Inc.
25,797$678.5K0.3%GrowthMediumIndianapolis, IN2026-10-23
Almanack Investment Partners, Llc.
22,664$596.1K0.1%ETFMediumNewtown Square, PA2026-11-03
Griffin Asset Management, Inc.
22,342$587.6K0.1%CoreLowNew York, NY2026-10-22
Laurel OAK Wealth Management, LLC
21,144$556.1K0.1%GrowthLowMarlton, NJ2026-10-19
Tactive Advisors, LLC
16,918$444.9K0.1%ETFHighJacksonville, FL2026-10-08
MGO One Seven LLC
16,506$434.1K0.0%GrowthLowBeachwood, OH2026-10-28
Koshinski Asset Management, Inc.
16,499$433.9K0.0%ETFLowDecatur, IL2026-10-29
Private Trust Co NA
15,382$404.5K0.0%CoreLowCleveland, OH2026-10-20
Cambridge Investment Research Advisors, Inc.
14,404$3790.0%ETFLowFairfield, IA2026-11-02
Mather Group, Llc.
13,139$345.6K0.0%ETFMediumChicago, IL2026-10-14
StoneX Group Inc.
10,974$287.5K0.0%ETFMediumNew York, NY2026-11-03
Commonwealth Equity Services, LLC
10,846$285.3K0.0%ETFLowWaltham, MA2026-11-02
Third View Private Wealth, LLC
10,085$265.2K0.0%GrowthLowWestport, CT2026-10-30
WMG Financial Advisors, LLC
10,000$264.2K0.1%ETFLowKnoxville, TN2026-10-28
Verity Asset Management, Inc.
9,215$242.4K0.1%CoreMediumDurham, NC2026-10-30
Baldwin Wealth Partners LLC
9,098$239.3K0.0%GrowthLowMarion, MA2026-10-13
Axos Invest Inc.
8,348$219.5K0.2%ETFMediumLas Vegas, NV2026-10-21
Rossby Financial, LCC
3,089$81.2K0.0%ETFMediumMelbourne, FL2026-11-05
Nfsg Corp
1,554$40.9K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Elevated Capital Advisors, LLC
1,537$40.4K0.0%ETFMediumSandy, UT2026-11-04
GK Wealth Management LLC
323$8.5K0.0%GARPVery HighReno, NV2026-10-09
Reyes Financial Architecture, Inc.
320$8.4K0.0%ETFVery HighSan Diego, CA2026-10-22
Triumph Capital Management
181$4.8K0.0%ETFMediumDenver, CO2026-10-14
High Point Wealth Management, LLC
155$4.1K0.0%ETFLowChester, NJ2026-11-05
BI Asset Management Fondsmaeglerselskab A/S
138$40.0%CoreMediumKobenhavn, Greece2026-10-22
Spurstone Advisory Services, LLC
14$3680.0%CoreLowHigganum, CT2026-11-02