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Public ownership evidence

Eldridge BBB-B CLO ETF (CLOZ) Ownership Disclosures

Read CLOZ insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Kingsview Wealth Management, LLC2026-06-302026-08-208,632$228,057None
Copia Wealth Management2026-06-302026-08-19187,206$4,945,983None
Strait & Sound Wealth Management LLC2026-06-302026-08-1915,095$398,810None
Advyzon Investment Management, LLC2026-06-302026-08-1525,874$683,591None
INSIGNEO ADVISORY SERVICES, LLC2026-06-302026-08-1534,152$902,296None
INSIGNEO ADVISORY SERVICES, LLC2026-06-302026-08-1548,124$1,271,436None
Navis Wealth Advisors, LLC2026-06-302026-08-15179,436$4,740,699None
KINTRA WEALTH, LLC2026-06-302026-08-1510,409$273,958None
NFSG Corp2026-06-302026-08-151,554$41,057None
OSAIC HOLDINGS, INC.2026-06-302026-08-1521,647$571,977None
Prostatis Group LLC2026-06-302026-08-1512,484$329,834None
Ausdal Financial Partners, Inc.2026-06-302026-08-1525,874$683,591None
Ausdal Financial Partners, Inc.2026-06-302026-08-154,767$125,944None
ROYAL BANK OF CANADA2026-06-302026-08-15700$18,000None
ROYAL BANK OF CANADA2026-06-302026-08-154,000$106,000None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1534,486$911,120None
BARCLAYS PLC2026-06-302026-08-15194,400$5,136,048None
WELLS FARGO & COMPANY/MN2026-06-302026-08-151$20None
WELLS FARGO & COMPANY/MN2026-06-302026-08-156$159None
Capital Advisor Network LLC2026-06-302026-08-1414,737$389,352None
Estate Planners Group, LLC2026-06-302026-08-14772,217$20,401,987None
Steward Partners Investment Advisory, LLC2026-06-302026-08-143,285$86,790None
UBS Group AG2026-06-302026-08-146,800$179,656None
UBS Group AG2026-06-302026-08-1476,063$2,009,584None
Verity Asset Management, Inc.2026-06-302026-08-149,708$256,485None
Mariner, LLC2026-06-302026-08-14642,610$16,977,758None
Inspire Advisors, LLC2026-06-302026-08-14200,146$5,287,859None
Hilltop Holdings Inc.2026-06-302026-08-1448,395$1,278,596None
MORGAN STANLEY2026-06-302026-08-14200,000$5,284,000None
MORGAN STANLEY2026-06-302026-08-141$45None
MORGAN STANLEY2026-06-302026-08-14233,060$6,157,445None
MORGAN STANLEY2026-06-302026-08-141,329,400$35,122,748None
MORGAN STANLEY2026-06-302026-08-14108,209$2,858,882None
FMR LLC2026-06-302026-08-142$53None
Resolute Wealth Strategies, LLC2026-06-302026-08-1313,661$360,924None
Integrated Wealth Concepts LLC2026-06-302026-08-1331,902$842,850None
Cedar Wealth Management, LLC2026-06-302026-08-13118,734$3,136,952None
Focus Partners Wealth2026-06-302026-08-131,481,838$39,150,166None
NewEdge Advisors, LLC2026-06-302026-08-132,929$77,396None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-131,216$32,123None
Knott David M Jr2026-06-302026-08-1347,807$1,263,061None
BANK OF MONTREAL /CAN/2026-06-302026-08-1374,941$1,958,958None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-1310,827$286,049None
STIFEL FINANCIAL CORP2026-06-302026-08-13225,787$5,965,296None
SHP Wealth Management2026-06-302026-08-12101$2,668None
Wealthspire Advisors, LLC2026-06-302026-08-129,714$256,644None
Allworth Financial LP2026-06-302026-08-121,700$44,914None
Nuveen, LLC2026-06-302026-08-1278,589$2,076,298None
Spurstone Advisory Services, LLC2026-06-302026-08-1114$370None
BI Asset Management Fondsmaeglerselskab A/S2026-06-302026-08-111,960$52,000None

90-day public filing window, up to 50 source positions.

Kingsview Wealth Management, LLC ↗Copia Wealth Management ↗Strait & Sound Wealth Management LLC ↗Advyzon Investment Management, LLC ↗INSIGNEO ADVISORY SERVICES, LLC ↗INSIGNEO ADVISORY SERVICES, LLC ↗Navis Wealth Advisors, LLC ↗KINTRA WEALTH, LLC ↗NFSG Corp ↗OSAIC HOLDINGS, INC. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.