Eldridge BBB-B CLO ETF (CLOZ)
ETF ยท NYSE Arca
Eldridge BBB-B CLO ETF (CLOZ) is an exchange-traded fund listed on NYSE Arca, where it has traded since January 23, 2023.
- Type
- Exchange-traded fund
- Listed On
- NYSE Arca
- Listed Since
- January 23, 2023
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 93 institutions reported holding CLOZ, with 14.8 million shares worth $391.4 million in aggregate. The largest reported holder was Arax Advisory Partners, with 2.2 million shares worth $57.8 million. Of the 5 largest holders listed below, 4 added shares and 1 held its position unchanged during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Arax Advisory Partners | 2,188,929 | $58M | Added 44.64% |
| Morgan Stanley | 1,870,670 | $49M | Added 15.43% |
| Security Benefit Life Insurance Co /KS | 1,625,576 | $43M | Unchanged |
| Focus Partners Wealth | 1,481,838 | $39M | Added 9.14% |
| Estate Planners Group | 772,217 | $20M | Added 2.12% |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is CLOZ?
Eldridge BBB-B CLO ETF (CLOZ) is an exchange-traded fund listed on NYSE Arca, where it has traded since January 23, 2023.
Who are the largest institutional holders of CLOZ?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of CLOZ were Arax Advisory Partners, Morgan Stanley and Security Benefit Life Insurance Co /KS.
How many institutions own CLOZ?
93 institutions reported a position in CLOZ for the quarter ended June 30, 2026, worth $391.4 million in total.
Did institutions buy or sell CLOZ last quarter?
Of the 5 largest reported holders, 4 added shares and 1 held its position unchanged during the quarter. Every reported holder and its change is on the SentiSense ownership page for CLOZ.
Every reported institutional holder, plus insider and congressional trades in CLOZ, on SentiSense.