CLOZ SERIES PORTFOLIOS TR: institutional ownership and insider trading
107 funds reported holding $454M of SERIES PORTFOLIOS TR in their latest 13F filings; in Q2 2026 funds net bought $79.1M, with 24 new positions and 14 funds selling out.
Largest institutional holders of CLOZ
- Arax Advisory Partners — $57.8M
- MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) — $49.4M
- Schechter Investment Advisors, LLC — $43.1M
- SECURITY BENEFIT LIFE INSURANCE CO /KS/ — $42.9M
- Focus Partners Wealth — $39.2M
- Estate Planners Group, LLC — $20.4M
- Guardian Financial Partners, LLC — $20.4M
- Atria Investments, Inc — $18.3M
- Mariner, LLC — $17.0M
- LPL Financial LLC — $9.65M