88 tracked 13F filers disclose a position in CLOZ as of the latest SEC 13F filings, a combined $356.7M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Arax Advisory Partners | $57.8M | 2.2M | ▲+45% Added · +676K sh | Q2 2026 | |
| 2 | SECURITY BENEFIT LIFE INSURANCE CO /KS/ | $42.9M | 1.6M | —Held | Q2 2026 | |
| 3 | MORGAN STANLEY | $41.6M | 1.6M | ▲2k× Added · +1.6M sh | Q1 2026 | |
| 4 | Focus Partners Wealth | $34.8M | 1.4M | ▲+4.1% Added · +53K sh | Q1 2026 | |
| 5 | Estate Planners Group, LLC | $20.4M | 772K | ▲+2.1% Added · +16K sh | Q2 2026 | |
| 6 | Guardian Financial Partners, LLC | $20.4M | 771K | ▲+5.7% Added · +42K sh | Q2 2026 | |
| 7 | Atria Investments, Inc | $17.9M | 678K | ▲+267% Added · +493K sh | Q2 2026 | |
| 8 | Sound Income Strategies, LLC | $8.7M | 331K | ▲+22% Added · +61K sh | Q2 2026 | |
| 9 | Gradient Investments LLC | $8.0M | 303K | ▲+2.9% Added · +9K sh | Q2 2026 | |
| 10 | Tower Research Capital LLC (TRC) | $6.0M | 236K | ▲+17% Added · +34K sh | Q1 2026 | |
| 11 | STIFEL FINANCIAL CORP | $5.9M | 231K | ▼−20% Reduced · −57K sh | Q1 2026 | |
| 12 | BARCLAYS PLC | $4.9M | 190K | ▲New +190K sh | Q1 2026 | |
| 13 | Copia Wealth Management | $4.9M | 187K | ▲+16% Added · +25K sh | Q2 2026 | |
| 14 | Mariner, LLC | $4.8M | 186K | ▲+8.2% Added · +14K sh | Q1 2026 | |
| 15 | Sowell Financial Services LLC | $4.2M | 158K | ▲+1.3% Added · +2K sh | Q2 2026 | |
| 16 | WESPAC Advisors, LLC | $4.0M | 152K | ▲New +152K sh | Q2 2026 | |
| 17 | CWC Advisors, LLC. | $3.8M | 142K | ▼−0.9% Reduced · −1K sh | Q2 2026 | |
| 18 | Ethos Financial Group, LLC | $3.4M | 127K | ▲+5.6% Added · +7K sh | Q2 2026 | |
| 19 | Valeo Financial Advisors, LLC | $3.3M | 124K | —Held | Q2 2026 | |
| 20 | Cedar Wealth Management, LLC | $3.1M | 119K | ▲+2.5% Added · +3K sh | Q2 2026 | |
| 21 | BASSO CAPITAL MANAGEMENT, L.P. | $3.1M | 116K | ▲+164% Added · +72K sh | Q2 2026 | |
| 22 | Client First Investment Management LLC | $3.0M | 112K | ▲New +112K sh | Q2 2026 | |
| 23 | Impact Partnership Wealth, LLC | $2.9M | 111K | ▲+31% Added · +26K sh | Q2 2026 | |
| 24 | CITADEL ADVISORS LLC | $2.8M | 108K | ▲+5.3% Added · +5K sh | Q1 2026 | |
| 25 | ENVESTNET ASSET MANAGEMENT INC | $2.7M | 104K | ▼−47% Reduced · −91K sh | Q1 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, 10 funds opened a new position in CLOZ and 19 added to an existing one, while 9 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 41 funds | $2.5B |
| NVIDIA CORPNVDA | 40 funds | $5.5B |
| APPLE INCAAPL | 40 funds | $4.1B |
| AMAZON.COM INCAMZN | 40 funds | $3.0B |
| ALPHABET INC-CL AGOOGL | 40 funds | $2.0B |
| BROADCOM INCAVGO | 39 funds | $1.9B |
| JPMORGAN CHASE & COJPM | 39 funds | $1.4B |
| TESLA INCTSLA | 39 funds | $1.2B |
| INTL BUSINESS MACHINES CORPIBM | 38 funds | $332.9M |
| META PLATFORMS INC-CLASS AMETA | 37 funds | $1.7B |
| INVESCO QQQ TRUST SERIES 1QQQ | 37 funds | $1.3B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 37 funds | $1.1B |
Ranked by how many of CLOZ's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| CLOZthis pageUIT EXCHANGE TRADED | 88 funds | $356.7M |
| CLOXTR | 53 funds | $120.1M |
| HEDGExchange Traded Fund | 38 funds | $348.5M |
| ADPVmc | 19 funds | $158.4M |
| ICAPINFRASTRCTUR CAP | 18 funds | $5.3M |
| BNDSINFRASTRUCTURE C | 16 funds | $7.4M |
| ELMExchange Traded Fund | 11 funds | $195.8M |
| 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 CLOZ
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/CLOZ/capital-change-brief"
Use Arkolith's capital_change_brief for CLOZ. 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 CLOZ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.