Among active 13F managers last quarter, 7 opened and 12 added, while 5 reduced; the largest holder to move was Carmel Capital Partners, LLC (−32%).
53 tracked 13F filers disclose a position in CLOX as of the latest SEC 13F filings, a combined $120.6M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Security Benefit Life Insurance Co | 1.2M | $29.5M | —Held | Q2 2026 | |
| 2 | LPL Financial LLC | 1.0M | $25.7M | ▲+57% Added · +364K sh | Q1 2026 | |
| 3 | Copia Wealth Management | 295K | $7.6M | ▲+14% Added · +36K sh | Q2 2026 | |
| 4 | Carmel Capital Partners, LLC | 259K | $6.6M | ▼−32% Reduced · −123K sh | Q2 2026 | |
| 5 | Arax Advisory Partners | 195K | $5.0M | ▲+83% Added · +88K sh | Q2 2026 | |
| 6 | Fig Financial Advisory Services Inc | 181K | $4.6M | ▲New +181K sh | Q2 2026 | |
| 7 | WESPAC Advisors, LLC | 159K | $4.1M | ▲+166% Added · +99K sh | Q2 2026 | |
| 8 | Fortis Group Advisors, LLC | 155K | $4.0M | ▲+6.9% Added · +10K sh | Q2 2026 | |
| 9 | Spectrum Asset Management, Inc. (NB/CA) | 124K | $3.2M | ▲+7.8% Added · +9K sh | Q2 2026 | |
| 10 | Primoris Wealth Advisors, LLC | 115K | $2.9M | ▲+821% Added · +102K sh | Q2 2026 | |
| 11 | Inspire Advisors, LLC | 90K | $2.3M | ▲+4.7% Added · +4K sh | Q2 2026 | |
| 12 | WMG Financial Advisors, LLC | 85K | $2.2M | ▼−4.8% Reduced · −4K sh | Q2 2026 | |
| 13 | Hobbs Group Advisors, LLC | 79K | $2.0M | ▲New +79K sh | Q2 2026 | |
| 14 | Farther Finance Advisors, LLC | 70K | $1.8M | ▲New +70K sh | Q1 2026 | |
| 15 | Black Swift Group, LLC | 62K | $1.6M | ▼−24% Reduced · −20K sh | Q2 2026 | |
| 16 | Valeo Financial Advisors, LLC | 50K | $1.3M | —Held | Q2 2026 | |
| 17 | Citadel Advisors LLC | 49K | $1.3M | ▲+84% Added · +22K sh | Q2 2026 | |
| 18 | Griffin Asset Management, Inc. | 45K | $1.2M | ▲+82% Added · +21K sh | Q2 2026 | |
| 19 | J.W. Cole Advisors, Inc. | 45K | $1.2M | ▲+1.7% Added · +763 sh | Q2 2026 | |
| 20 | Estate Planners Group, LLC | 40K | $1.0M | ▲+109% Added · +21K sh | Q2 2026 | |
| 21 | Bank Of Montreal | 36K | $919K | ▲+98% Added · +18K sh | Q1 2026 | |
| 22 | Private Trust Co Na | 32K | $811K | ▲+11% Added · +3K sh | Q2 2026 | |
| 23 | IHT Wealth Management, LLC | 31K | $807K | ▼−3.8% Reduced · −1K sh | Q2 2026 | |
| 24 | Silverleafe Capital Partners, LLC | 27K | $683K | ▲+1.2% Added · +317 sh | Q2 2026 | |
| 25 | Beverly Hills Private Wealth, LLC | 26K | $666K | ▼−8.3% Reduced · −2K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 7 funds opened a new position in CLOX and 12 added to an existing one, while 5 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 25 funds | $4.5B |
| Apple IncAAPL | 25 funds | $3.0B |
| Microsoft CorpMSFT | 25 funds | $1.8B |
| Alphabet Inc-CL AGOOGL | 25 funds | $1.4B |
| Ishares Core S&P 500 ETFIVV | 24 funds | $4.3B |
| Amazon.com IncAMZN | 24 funds | $2.4B |
| Broadcom IncAVGO | 24 funds | $1.4B |
| SS SPDR S&P 500 ETF Trust-USSPY | 23 funds | $1.4B |
| Alphabet Inc-CL CGOOG | 23 funds | $1.2B |
| Tesla IncTSLA | 23 funds | $1.0B |
| Berkshire Hathaway Inc-CL BBRK/B | 23 funds | $917.8M |
| Meta Platforms Inc-Class AMETA | 22 funds | $1.4B |
Ranked by how many of CLOX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CLOX.
| Class | 13F holders | Value held |
|---|---|---|
| CLOZUIT EXCHANGE TRADED | 88 funds | $361.9M |
| CLOXthis pageTR | 53 funds | $120.6M |
| HEDGExchange Traded Fund | 39 funds | $349.7M |
| ADPVmc | 19 funds | $158.4M |
| BNDSINFRASTRUCTURE C | 18 funds | $9.3M |
| ICAPINFRASTRCTUR CAP | 18 funds | $5.3M |
| ELMExchange Traded Fund | 12 funds | $195.9M |
| SCAPINFRASTRCTUR CAP | 8 funds | $2.9M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for CLOX
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/CLOX/capital-change-brief"
Use Arkolith's capital_change_brief for CLOX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for CLOX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.