SERIES PORTFOLIOS TR

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CLOZ·81752T528·US·ETF

CLOZ (SERIES PORTFOLIOS TR) is held by 30 institutional investors as of Q2 2026. Largest holders: MORGAN STANLEY ($49.4M), Focus Partners Wealth ($39.2M), Mariner, LLC ($17M). Net institutional sentiment: Mixed.

30

Holders

(4 Elite)

$145.9M

Total Value

56% (34)

Consensus

19 buying - 15 selling

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

Smart Money Verdict

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Institutional (13F)81

Insider (Form 4)37

Activist (13D/13G)25

Congressional (STOCK Act)60

Holder Quality

53

★★★★★

Elite

41

★★★★

Strong

61

★★★

Solid

19

★★

Below

10

★

Weak

Held by 30 funds

4 elite

Who's Trading

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

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

Top Holders

Top Holders (30)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Increased	1.9M(+15.4%)	$49.4M	0.0%	+5.92%	34
FWFocus Partners Wealth	Increased	1.5M(+9.1%)	$39.2M	0.0%	+4.38%	32
Mariner, LLC	Increased	642,610(+246.3%)	$17M	0.0%	+4.68%	46
LPL Financial LLC	Increased	365,239(+570.9%)	$9.6M	0.0%	+2.13%	45
STIFEL FINANCIAL CORP	Decreased	225,787(-2.3%)	$6M	0.0%	+6.61%	0
BARCLAYS PLC	Increased	194,400(+2.3%)	$5.1M	0.0%	+6.48%	28
ENVESTNET ASSET MANAGEMENT INC	Increased	156,040(+50.6%)	$4.1M	0.0%	+8.42%	37
Farther Finance Advisors, LLC	Increased	102,958(+1.9%)	$2.7M	0.0%	+4.09%	27
UBS Group AG	Decreased	82,863(-2.5%)	$2.2M	0.0%	+7.36%	0
Nuveen, LLC	New	78,589	$2.1M	0.0%	+1.72%	36
Kestra Advisory Services, LLC	Decreased	74,396(-51.5%)	$2M	0.0%	+6.46%	0
BANK OF MONTREAL /CAN/	New	74,941	$2M	0.0%	+1.72%	36
GOLDMAN SACHS GROUP INC	New	34,486	$911,120	0.0%	+1.72%	34
OSAIC HOLDINGS, INC.	Increased	21,647(+940x)	$571,977	0.0%	+1.73%	39
IWIntegrated Wealth Concepts LLC	Unchanged	15,951	$421,425	0.0%	+4.55%	0
MML INVESTORS SERVICES, LLC	Increased	15,514(+27.1%)	$409,879	0.0%	+5.01%	30
AXXCESS WEALTH MANAGEMENT, LLC	New	13,113	$346,445	0.0%	+1.72%	33
MAMATHER GROUP, LLC.	Decreased	13,078(-33.2%)	$345,521	0.0%	+6.60%	0
Sequoia Financial Advisors, LLC	Increased	12,876(+1.7%)	$340,194	0.0%	+15.41%	24
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	12,205(-8.1%)	$322,470	0.0%	+8.95%	0

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CLOZSERIES 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