CLOX SERIES PORTFOLIOS TR: institutional ownership and insider trading
67 funds reported holding $131M of SERIES PORTFOLIOS TR in their latest 13F filings; in Q2 2026 funds net bought $18.3M, with 9 new positions and 3 funds selling out.
Famous investors holding CLOX
- Ken Griffin (Citadel Advisors): $1.25M, 0.0% of the portfolio
Largest institutional holders of CLOX
- SECURITY BENEFIT LIFE INSURANCE CO /KS/ — $29.5M
- LPL Financial LLC — $28.9M
- Copia Wealth Management — $7.57M
- Carmel Capital Partners, LLC — $6.63M
- Arax Advisory Partners — $4.99M
- WESPAC Advisors, LLC — $4.08M
- Fortis Group Advisors, LLC — $3.96M
- Schechter Investment Advisors, LLC — $3.93M
- WT Wealth Management — $3.43M
- Spectrum Asset Management, Inc. (NB/CA) — $3.26M