§ EQUITY
USDCLOX
ELDRIDGE AAA CLO ETF
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| SECURITY BENEFIT LIFE INSURANCE CO /KS/ | 1.2M | 15.5% | −49% |
| LPL Financial LLC | 1.0M | 0.0% | +57% |
| Carmel Capital Partners, LLC | 382K | 3.5% | +62% |
| Copia Wealth Management | 260K | 4.6% | +42% |
| Fortis Group Advisors, LLC | 145K | 0.6% | +164% |
| Spectrum Asset Management, Inc. (NB/CA) | 115K | 0.9% | −79% |
◇ AC INTELLIGENCE
Top institutional owners for CLOX as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER71.0% · 47 holders
INCOME / DEFENSIVE27.1% · 1 holder
DEALER / BANK1.2% · 4 holders
TACTICAL / MACRO0.6% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for CLOX in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention CLOX yet.