SERIES PORTFOLIOS TR

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CLOX·81752T486·US·ETF

CLOX (SERIES PORTFOLIOS TR) is held by 16 institutional investors as of Q2 2026. Largest holders: LPL Financial LLC ($28.9M), Farther Finance Advisors, LLC ($2M), CITADEL ADVISORS LLC ($1.3M). Net institutional sentiment: Bullish.

16

Holders

$37.1M

Total Value

87% (15)

Consensus

13 buying - 2 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)73

Insider (Form 4)66

Activist (13D/13G)41

Congressional (STOCK Act)44

Holder Quality

23

★★★★★

Elite

39

★★★★

Strong

31

★★★

Solid

69

★★

Below

24

★

Weak

Held by 16 funds

Who's Trading

Source dates: Price Oct 12, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for CLOX.

Top Holders

Top Holders (16)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	1.1M(+12.4%)	$28.9M	0.0%	+2.37%	32
Farther Finance Advisors, LLC	Increased	77,964(+11.0%)	$2M	0.0%	+1.25%	29
CITADEL ADVISORS LLC	Increased	48,821(+84.0%)	$1.3M	0.0%	+3.06%	39
BANK OF MONTREAL /CAN/	Increased	37,727(+4.9%)	$966,377	0.0%	+2.72%	26
NewEdge Advisors, LLC	Increased	24,832(+57.8%)	$636,075	0.0%	+3.34%	35
OneDigital Investment Advisors LLC	New	23,226	$594,944	0.0%	+0.55%	34
Equitable Holdings, Inc.	New	20,600	$527,669	0.0%	+1.37%	33
COMMONWEALTH EQUITY SERVICES, LLC	Increased	19,511(+2.2%)	$499,770	0.0%	+2.75%	25
HighTower Advisors, LLC	Increased	19,222(+0.1%)	$492,372	0.0%	+4.46%	24
Steward Partners Investment Advisory, LLC	Increased	15,768(+119.1%)	$403,897	0.0%	+1.75%	38
Sequoia Financial Advisors, LLC	Increased	12,708(+1.2%)	$325,505	0.0%	+9.39%	24
ROYAL BANK OF CANADA	Decreased	10,000(-24.0%)	$256,000	0.0%	+6.12%	0
MORGAN STANLEY	Increased	7,945(+407.7%)	$203,521	0.0%	+0.82%	25
FIFTH THIRD BANCORP	Unchanged	1,487	$38,090	0.0%	+1.94%	0
OSAIC HOLDINGS, INC.	Unchanged	1,195	$30,615	0.0%	+3.82%	0
UBS Group AG	New	461	$11,809	0.0%	+1.37%	27
AE Wealth Management LLC	Exited	0(-100.0%)	$26,668	0.0%	+13.92%	0

CLOXSERIES PORTFOLIOS TR

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer