CLOZ · Insider trading · 13F holders · Congress trades
Series Portfolios Tr (CLOZ)
Who is buying and selling CLOZ: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 21
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
CLOZ at a glance
- No open-market insider purchases or sales of CLOZ were filed in the last 90 days.
- 21 13F filers hold CLOZ among their 50 largest positions, worth $204.4M combined. The biggest bets by portfolio weight are Security Benefit Life Insurance Co /ks/ (23.7%), Estate Planners Group, LLC (9.2%) and Guardian Financial Partners, LLC (7.9%). In their latest 13Fs, 1 manager opened a new position and 9 added to one.
- No member of Congress has disclosed a trade in CLOZ.
CLOZ insider trading
No open-market insider purchases or sales of CLOZ were filed in the last 90 days.
Who owns CLOZ? Hedge funds and superinvestors
21 13F filers hold CLOZ among their 50 largest positions, worth $204.4M combined. The biggest bets by portfolio weight are Security Benefit Life Insurance Co /ks/ (23.7%), Estate Planners Group, LLC (9.2%) and Guardian Financial Partners, LLC (7.9%). In their latest 13Fs, 1 manager opened a new position and 9 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Arax Advisory PartnersWealth manager | 0.4% | $57.8M | 2,188,929 | +44.6% shares | Q2 2026 |
| Security Benefit Life Insurance Co /ks/Insurance company | 23.7% | $42.9M | 1,625,576 | +0.0% shares | Q2 2026 |
| Estate Planners Group, LLCWealth manager | 9.2% | $20.4M | 772,217 | +2.1% shares | Q2 2026 |
| Guardian Financial Partners, LLCInstitutional asset manager | 7.9% | $20.4M | 770,855 | +5.7% shares | Q2 2026 |
| Founders Financial Securities LLCWealth manager | 0.5% | $9.8M | 372,020 | — | Q3 2026 |
| Ocean Park Asset Management, LLCMutual fund manager | 0.5% | $8.8M | 333,500 | — | Q3 2026 |
| J2 Capital Management IncWealth manager | 4.3% | $6.8M | 259,310 | — | Q3 2026 |
| Inspire Advisors, LLCWealth manager | 0.4% | $5.3M | 200,146 | — | Q2 2026 |
| WESPAC Advisors, LLCInstitutional asset manager | 2.6% | $5.2M | 195,870 | +28.9% shares | Q3 2026 |
| Copia Wealth ManagementWealth manager | 3.0% | $4.9M | 187,206 | +15.8% shares | Q2 2026 |
| Navis Wealth Advisors, LLCWealth manager | 1.8% | $4.7M | 179,436 | — | Q2 2026 |
| Cedar Wealth Management, LLCWealth manager | 0.8% | $3.1M | 118,734 | +2.6% shares | Q2 2026 |
| Basso Capital Management, L.P.Wealth manager | 0.8% | $3.1M | 116,451 | +164.3% shares | Q2 2026 |
| Impact Partnership Wealth, LLCWealth manager | 0.3% | $2.9M | 110,679 | +30.7% shares | Q2 2026 |
| Primoris Wealth Advisors, LLCWealth manager | 0.9% | $1.8M | 69,950 | -24.3% shares | Q3 2026 |
| CWC Advisors, LLC.Asset manager | 0.8% | $1.8M | 68,207 | -52.0% shares | Q3 2026 |
| Seaview Investment Managers LLCInstitutional asset manager | 0.4% | $1.5M | 56,757 | +32.3% shares | Q2 2026 |
| Knott David M JrInvestment manager | 0.7% | $1.3M | 47,807 | +0.0% shares | Q2 2026 |
| Rockport Wealth LLCWealth manager | 0.2% | $1.2M | 46,861 | +6.9% shares | Q2 2026 |
| Capital Advisor Network LLCWealth manager | 0.5% | $389K | 14,737 | +243.4% shares | Q2 2026 |
| Axos Invest Inc.Wealth manager | 0.2% | $220K | 8,348 | New | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 7, Q2 2026: 14). Screen CLOZ in the grand portfolio →
CLOZ stock trades by members of Congress
No member of Congress has disclosed a trade in CLOZ.
CLOZ questions and answers
Are insiders buying CLOZ stock?
No open-market insider purchases or sales of CLOZ were filed in the last 90 days.
Which hedge funds own CLOZ?
21 13F filers hold CLOZ among their 50 largest positions, worth $204.4M combined. The biggest bets by portfolio weight are Security Benefit Life Insurance Co /ks/ (23.7%), Estate Planners Group, LLC (9.2%) and Guardian Financial Partners, LLC (7.9%). In their latest 13Fs, 1 manager opened a new position and 9 added to one.
Has Congress traded CLOZ?
No member of Congress has disclosed a trade in CLOZ.
Who is the largest holder of CLOZ?
Among 13F filers, Arax Advisory Partners reports the largest CLOZ position, $57.8M (2,188,929 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Security Benefit Life Insurance Co /ks/'s: 23.7% of its portfolio.
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