SERIES PORTFOLIOS TR

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CLOX·81752T486·US·ETF·Unknown - Unknown

CLOX (SERIES PORTFOLIOS TR) is held by 14 institutional investors as of Q1 2026. Largest holders: LPL Financial LLC ($25.7M), Farther Finance Advisors, LLC ($1.8M), BANK OF MONTREAL /CAN/ ($919,344). Net institutional sentiment: Bullish.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (14)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	1M(+56.8%)	$25.7M	0.0%	+0.37%	41
Farther Finance Advisors, LLC	New	70,265	$1.8M	0.0%	+0.12%	36
BANK OF MONTREAL /CAN/	New	35,954	$919,344	0.0%	+0.12%	35
CITADEL ADVISORS LLC	Increased	26,534(+45.6%)	$678,474	0.0%	+1.37%	33
HighTower Advisors, LLC	Increased	19,200(+35.1%)	$490,944	0.0%	+2.15%	31
COMMONWEALTH EQUITY SERVICES, LLC	New	19,098	$488,330	0.0%	+0.12%	33
NewEdge Advisors, LLC	Increased	15,739(+2.9%)	$402,450	0.0%	+2.57%	25
ROYAL BANK OF CANADA	Decreased	13,157(-84.4%)	$337,000	0.0%	+2.38%	0
Sequoia Financial Advisors, LLC	Increased	12,556(+1.2%)	$321,051	0.0%	+8.92%	24
Steward Partners Investment Advisory, LLC	Increased	7,197(+12.2%)	$184,027	0.0%	+0.84%	25
MORGAN STANLEY	New	1,565	$40,027	0.0%	+0.12%	31
FIFTH THIRD BANCORP	New	1,487	$38,023	0.0%	+0.12%	28
OSAIC HOLDINGS, INC.	Unchanged	1,195	$30,556	0.0%	+0.51%	0
AE Wealth Management LLC	Decreased	1,042(-24.4%)	$26,668	0.0%	+11.99%	0
Kestra Advisory Services, LLC	Exited	0(-100.0%)	$55,046	0.0%	+0.39%	0
JANE STREET GROUP, LLC	Exited	0(-100.0%)	$305,788	0.0%	+2.79%	0
GOLDMAN SACHS GROUP INC	Exited	0(-100.0%)	$833,616	0.0%	+1.70%	0

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Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer