Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Series Portfolios Tr (CLOX)

53 + Investors. Track Smart Money conviction in CLOX. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
2Q ▲
Buyers last Q
59%

Smart Money Signals — CLOX

Based on 53 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added CLOX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
53 hedge funds hold CLOX right now — the highest count in 2.8 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +71% more funds vs a year ago

fund count last 6Q
+22 new funds entered over the past year (+71% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 59% buying

33 buying23 selling
Last quarter: 33 funds bought or added vs 23 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~11 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 21 → 11 → 14 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 43% entered in last year

■ 8% conviction (2yr+) ■ 49% medium ■ 43% new
Only 4 funds (8%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
📊

Peak discovery — momentum slowing

17 → 21 → 11 → 14 → 11 new funds/Q
New funds entering each quarter: 21 → 11 → 14 → 11. CLOX is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🌱

Early stage — 79% of holders entered in last year

■ 9% veterans ■ 11% 1-2yr ■ 79% new
Of 53 current holders: 42 (79%) entered in the past year, only 5 (9%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
✅

Strong quality — 26% AUM from major funds

26% from top-100 AUM funds
5 of 53 holders rank in the top 100 by AUM, accounting for 26% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.7
out of 10
Moderate Exit Risk
Exit risk score 4.7/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — CLOX

In 2026 Q1, 33 hedge funds were net buyers of CLOX (11 opened a new position, 22 added to an existing one), while 23 reduced or exited (13 trimmed, 10 sold completely) — a 59% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 26% of total institutional value in CLOX is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 53.

Hedge Fund Ownership: CLOX

How many hedge funds hold CLOX — quarterly history vs. share price
Quarterly hedge fund ownership of CLOX vs. share price

Market Analysis: CLOX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CLOX

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Series Portfolios Tr (CLOX) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CLOX has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 82d ago
CLOX
+0.1%
SPY
+15.1%

CLOX outperformed SPY by -15.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
CLOX
+0.5%
SPY
+1.3%

Since the filing became public, CLOX outperformed SPY by -0.8% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 2 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: CLOX
53 + Investors

Track Smart Money conviction in CLOX. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 53 52 1.92%
13F Shares 4M 6M -27.3%
Total Value $106M $148M -28.55%
New Positions 11 14 -3
Increased Positions 22 12 +10
Closed Positions 10 6 +4
Reduced Positions 13 17 -4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CLOX

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

53 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CLOX. Verified SEC 13F-HR filings.

QUARTER:
Top 25 CLOX holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Security Benefit Life Insurance Co /Ks/ 15.45% 1,150,274 $29.4M
2 Copia Wealth Management 4.57% 259,814 $6.6M
3 Carmel Capital Partners, LLC 3.52% 381,723 $9.8M
4 WMG Financial Advisors, LLC 0.96% 89,747 $2.3M
5 Spectrum Asset Management, Inc. (NB/CA) 0.94% 115,403 $3.0M
6 WESPAC Advisors, LLC 0.84% 59,768 $1.5M
7 Fortis Group Advisors, LLC 0.61% 144,785 $3.7M
8 Black Swift Group, LLC 0.37% 81,955 $2.1M
9 Primoris Wealth Advisors, LLC 0.22% 12,450 $318K
10 Silverleafe Capital Partners, LLC 0.20% 26,343 $674K
11 Inspire Advisors, LLC 0.18% 86,000 $2.2M
12 Prostatis Group LLC 0.16% 24,086 $616K
13 Beverly Hills Private Wealth, LLC 0.12% 28,367 $725K
14 Rockport Wealth LLC 0.11% 23,600 $603K
15 Blue Water Asset Management 0.11% 12,108 $310K
16 LeClair Wealth Partners LLC 0.11% 12,108 $310K
17 Strait & Sound Wealth Management LLC 0.08% 8,923 $228K
18 Arax Advisory Partners 0.08% 106,406 $2.7M
19 Griffin Asset Management, INC. 0.07% 24,896 $637K
20 Private Trust Co NA 0.06% 28,456 $728K
21 Bellevue Asset Management, LLC 0.06% 4,657 $119K
22 B. Riley Wealth Advisors, Inc. 0.05% 32,501 $831K
23 Estate Planners Group, LLC 0.05% 4,558 $116K
24 Fourpath Capital Management, LLC 0.04% 11,830 $302K
25 J.W. Cole Advisors, INC. 0.04% 44,646 $1.1M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Series Portfolios Tr (CLOX)

What does the Smart Money Trend signal show for CLOX?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added CLOX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CLOX?

Slight buying edge — 59% buying: Last quarter: 33 funds bought or added vs 23 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for CLOX holders?

Strong quality — 26% AUM from major funds: 5 of 53 holders rank in the top 100 by AUM, accounting for 26% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held CLOX?

Mostly new holders — 43% entered in last year: Only 4 funds (8%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Series Portfolios Tr (CLOX) following the 2026 Q1 hedge fund 13F filings?

As of today, CLOX has moved +0.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of -0.8%. Since the quarter end (March 31, 2026), CLOX has gained +0.1% vs +15.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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