SERIES PORTFOLIOS TR - ELDRIDGE AAA CLO (CLOX) Institutional Ownership

13F Institutional Holders and Ownership History from Q3 2023 to Q4 2025

Type / Class
Equity / ELDRIDGE AAA CLO
Symbol
CLOX
Price per share
$25.51
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
3,894,491
Total reported value
$99,581,403
% of total 13F portfolios
0%
Share change
+119,145
Value change
+$3,039,229
Number of holders
46
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 30 Sep 2025, 46 institutional investors reported holding 3,894,491 shares of SERIES PORTFOLIOS TR - ELDRIDGE AAA CLO (CLOX).

Institutional Holders of SERIES PORTFOLIOS TR - ELDRIDGE AAA CLO (CLOX) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 22,915 $584,567 +$252,653 $25.51 1
2025 Q3 3,894,491 $99,581,403 +$3,039,229 $25.57 46
2025 Q2 3,786,210 $96,924,217 +$7,469,936 $25.60 46
2025 Q1 3,650,514 $93,123,923 +$22,744,138 $25.51 32
2024 Q4 2,759,745 $70,262,727 +$14,554,342 $25.46 22
2024 Q3 2,186,367 $55,861,143 +$10,976,116 $25.55 25
2024 Q2 1,756,705 $44,896,208 +$2,410,941 $25.55 23
2024 Q1 1,662,596 $42,412,858 +$7,370,943 $25.50 19
2023 Q4 1,569,317 $39,789,052 +$11,767,911 $25.29 18
2023 Q3 1,104,429 $27,953,650 +$27,953,645 $25.31 12