Who owns CLOX
Which tracked institutional funds hold CLOX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CLOX company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on CLOX is one-sided between 2026-Q1 and 2026-Q2: 16 added or opened and 4 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
CLOX’s largest tracked holder by dollar value, SECURITY BENEFIT LIFE INSURANCE CO /KS/, sizes it at 15.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 15.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in CLOX divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 55 tracked filers holding CLOX, 33 increased or opened the position and 20 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in CLOX between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 6
- FIG FINANCIAL ADVISORY SERVICES INC /ADV$5M
- Hobbs Group Advisors, LLC$2M
- Hilltop Holdings Inc.$617K
- OneDigital Investment Advisors LLC$595K
- Worth Asset Management, LLC$536K
- Equitable Holdings, Inc.$528K
Full exits 2
- Janney Montgomery Scott LLC$1M
- Integrated Advisors Network LLC$705K
Largest adds
- LPL Financial LLC$3M
- PRIMORIS WEALTH ADVISORS, LLC$3M
- WESPAC Advisors, LLC$3M
- Arax Advisory Partners$2M
- Copia Wealth Management$923K
- NewEdge Advisors, LLC$615K
Largest trims
- Carmel Capital Partners, LLC$3M
- Black Swift Group, LLC$501K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| SECURITY BENEFIT LIFE INSURANCE CO /KS/ | 1,150,274 | $29M | 20.3% | 2026-Q2 |
| LPL Financial LLC added | 1,128,511 | $29M | 19.9% | 2026-Q2 |
| Copia Wealth Management added | 295,383 | $8M | 5.2% | 2026-Q2 |
| Carmel Capital Partners, LLC trimmed | 258,925 | $7M | 4.6% | 2026-Q2 |
| Arax Advisory Partners added | 194,788 | $5M | 3.4% | 2026-Q2 |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV new | 180,564 | $5M | 3.2% | 2026-Q2 |
| WESPAC Advisors, LLC added | 159,133 | $4M | 2.8% | 2026-Q2 |
| Fortis Group Advisors, LLC added | 154,727 | $4M | 2.7% | 2026-Q2 |
| Spectrum Asset Management, Inc. (NB/CA) added | 124,361 | $3M | 2.2% | 2026-Q2 |
| PRIMORIS WEALTH ADVISORS, LLC added | 114,650 | $3M | 2.0% | 2026-Q2 |
| Inspire Advisors, LLC added | 90,044 | $2M | 1.6% | 2026-Q2 |
| WMG Financial Advisors, LLC trimmed | 85,397 | $2M | 1.5% | 2026-Q2 |
| Hobbs Group Advisors, LLC new | 78,734 | $2M | 1.4% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 77,964 | $2M | 1.4% | 2026-Q2 |
| Black Swift Group, LLC trimmed | 62,250 | $2M | 1.1% | 2026-Q2 |
| Valeo Financial Advisors, LLC | 50,000 | $1M | 0.9% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 48,821 | $1M | 0.9% | 2026-Q2 |
| GRIFFIN ASSET MANAGEMENT, INC. added | 45,417 | $1M | 0.8% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 45,409 | $1M | 0.8% | 2026-Q2 |
| Estate Planners Group, LLC added | 40,164 | $1M | 0.7% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 37,727 | $966K | 0.7% | 2026-Q2 |
| PRIVATE TRUST CO NA added | 31,676 | $811K | 0.6% | 2026-Q2 |
| IHT Wealth Management, LLC trimmed | 31,493 | $807K | 0.6% | 2026-Q2 |
| Silverleafe Capital Partners, LLC added | 26,660 | $683K | 0.5% | 2026-Q2 |
| Beverly Hills Private Wealth, LLC trimmed | 26,019 | $666K | 0.5% | 2026-Q2 |
| NewEdge Advisors, LLC added | 24,832 | $636K | 0.4% | 2026-Q2 |
| Prostatis Group LLC added | 24,248 | $621K | 0.4% | 2026-Q2 |
| Hilltop Holdings Inc. new | 24,085 | $617K | 0.4% | 2026-Q2 |
| Rockport Wealth LLC trimmed | 23,425 | $600K | 0.4% | 2026-Q2 |
| OneDigital Investment Advisors LLC new | 23,226 | $595K | 0.4% | 2026-Q2 |
| B. Riley Wealth Advisors, Inc. trimmed | 22,767 | $583K | 0.4% | 2026-Q2 |
| Koshinski Asset Management, Inc. added | 22,665 | $581K | 0.4% | 2026-Q2 |
| Worth Asset Management, LLC new | 20,925 | $536K | 0.4% | 2026-Q2 |
| Equitable Holdings, Inc. new | 20,600 | $528K | 0.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 19,511 | $500K | 0.3% | 2026-Q2 |
| INSIGNEO ADVISORY SERVICES, LLC trimmed | 17,632 | $452K | 0.3% | 2026-Q2 |
| Blue Water Asset Management added | 17,351 | $444K | 0.3% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 15,768 | $404K | 0.3% | 2026-Q2 |
| Sequoia Financial Advisors, LLC added | 12,708 | $326K | 0.2% | 2026-Q2 |
| FOURPATH CAPITAL MANAGEMENT, LLC trimmed | 11,685 | $299K | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 10,000 | $256K | 0.2% | 2026-Q2 |
| Bienville Capital Management, LLC trimmed | 9,773 | $250K | 0.2% | 2026-Q2 |
| Strait & Sound Wealth Management LLC trimmed | 8,612 | $221K | 0.2% | 2026-Q2 |
| TECTONIC ADVISORS LLC new | 8,000 | $205K | 0.1% | 2026-Q2 |
| MORGAN STANLEY added | 7,945 | $204K | 0.1% | 2026-Q2 |
| BELLEVUE ASSET MANAGEMENT, LLC | 4,657 | $119K | 0.1% | 2026-Q2 |
| Elevated Capital Advisors, LLC trimmed | 1,798 | $46K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP | 1,487 | $38K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 1,250 | $32K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. | 1,195 | $31K | 0.0% | 2026-Q2 |
| UBS Group AG trimmed | 461 | $12K | 0.0% | 2026-Q2 |
| Rossby Financial, LCC | 128 | $3K | 0.0% | 2026-Q2 |
| SHP Wealth Management | 105 | $3K | 0.0% | 2026-Q2 |
| Quest 10 Wealth Builders, Inc. trimmed | 77 | $2K | 0.0% | 2026-Q2 |
| Spurstone Advisory Services, LLC | 13 | $333 | 0.0% | 2026-Q2 |
| Janney Montgomery Scott LLC added | 56,177 | $1M | 1.0% | 2026-Q1 stale (1 quarter behind) |
| Integrated Advisors Network LLC added | 27,584 | $705K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC added | 19,200 | $491K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| LeClair Wealth Partners LLC new | 12,108 | $310K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. new | 11,333 | $290K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC trimmed | 3,514 | $90K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| AE Wealth Management LLC trimmed | 1,042 | $27K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Ball & Co Wealth Management Inc. added | 264,121 | $7M | 4.6% | 2025-Q4 stale (2 quarters behind) |
| Brookwood Investment Group LLC new | 53,643 | $1M | 0.9% | 2025-Q4 stale (2 quarters behind) |
| GOLDMAN SACHS GROUP INC added | 32,678 | $834K | 0.6% | 2025-Q4 stale (2 quarters behind) |
| Centric Wealth Management new | 20,000 | $513K | 0.4% | 2025-Q4 stale (2 quarters behind) |
| JANE STREET GROUP, LLC trimmed | 11,987 | $306K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| OLD MISSION CAPITAL LLC trimmed | 10,034 | $256K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Tower Research Capital LLC (TRC) trimmed | 8,294 | $212K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Kestra Advisory Services, LLC new | 2,158 | $55K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Cedar Wealth Management, LLC | 1,565 | $40K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| COMERICA BANK | 1,487 | $38K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Global Retirement Partners, LLC added | 272 | $7K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| New Millennium Group LLC | 49 | $1K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| BANK OF AMERICA CORP /DE/ trimmed | 22,671 | $580K | 0.4% | 2025-Q3 stale (3 quarters behind) |
| DRIVE WEALTH MANAGEMENT, LLC new | 10,000 | $256K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Wealthspire Advisors, LLC new | 2,738 | $70K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Pineridge Advisors LLC trimmed | 259 | $7K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Elequin Capital, LP new | 91,199 | $2M | 1.6% | 2025-Q2 stale (4 quarters behind) |
| L.M. KOHN & COMPANY added | 68,889 | $2M | 1.2% | 2025-Q2 stale (4 quarters behind) |
| CITIGROUP INC | 30,000 | $768K | 0.5% | 2025-Q2 stale (4 quarters behind) |
| Keudell/Morrison Wealth Management new | 10,464 | $268K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| Allworth Financial LP added | 555 | $14K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Capital A Wealth Management, LLC added | 400 | $10K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| ELEVATION POINT WEALTH PARTNERS, LLC new | 392 | $10K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Mid-American Wealth Advisory Group, Inc. new | 7 | $179 | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.