Series Portfolios Tr (CLOX) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Series Portfolios Tr (CLOX) following the 2026 Q2 hedge fund 13F filings?

As of today, CLOX has moved +0.6% since the 2026 Q2 13F filing date (August 14, 2026), compared to +1.6% for the SPY sector ETF — an outperformance of -1.0%. Since the quarter end (June 30, 2026), CLOX gained -0.1% vs +5.8% 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.

Series Portfolios Tr (CLOX)

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

Smart Money Signals — CLOX

Based on 58 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, 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

58 hedge funds hold CLOX right now — the highest count in 3.0 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 — +29% more funds vs a year ago

fund count last 6Q

+13 new funds entered over the past year (+29% 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.

🟢

More buyers than sellers — 66% buying

35 buying18 selling

Last quarter: 35 funds were net buyers (9 opened a brand new position + 26 added to an existing one). Only 18 were sellers (14 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~9 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 11 → 14 → 11 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 38% entered in last year

■ 7% conviction (2yr+) ■ 55% medium ■ 38% new

Only 4 funds (7%) 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

22 → 11 → 14 → 11 → 9 new funds/Q

New funds entering each quarter: 11 → 14 → 11 → 9. 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 — 59% of holders entered in last year

■ 12% veterans ■ 29% 1-2yr ■ 59% new

Of 58 current holders: 34 (59%) entered in the past year, only 7 (12%) 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

6 of 58 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.

4.3

out of 10

Moderate Exit Risk

Exit risk score 4.3/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	58	53	9.43%
13F Shares	5M	4M	12.9%
Total Value	$121M	$106M	14.44%
New Positions	9	11	-2
Increased Positions	26	22	+4
Closed Positions	4	11	-7
Reduced Positions	14	13	+1
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

9.43%

13F Shares

12.9%

Total Value

$121M

$106M

14.44%

New Positions

-2

Increased Positions

Closed Positions

-7

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

58 + 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:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 CLOX holders by conviction (% of portfolio weight) — 2026 Q2 · 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	4.54%	295,383	$7.6M
3	Carmel Capital Partners, LLC	2.19%	258,925	$6.6M
4	WESPAC Advisors, LLC	1.99%	159,133	$4.1M
5	Primoris Wealth Advisors, LLC	1.34%	114,650	$2.9M
6	Spectrum Asset Management, Inc. (NB/CA)	0.88%	124,361	$3.2M
7	WMG Financial Advisors, LLC	0.82%	85,397	$2.2M
8	Fortis Group Advisors, LLC	0.63%	154,727	$4.0M
9	Hobbs Group Advisors, LLC	0.53%	78,734	$2.0M
10	Estate Planners Group, LLC	0.47%	40,164	$1.0M
11	Black Swift Group, LLC	0.23%	62,250	$1.6M
12	Silverleafe Capital Partners, LLC	0.19%	26,660	$683K
13	Worth Asset Management, LLC	0.17%	20,925	$536K
14	Inspire Advisors, LLC	0.16%	90,044	$2.3M
15	Prostatis Group LLC	0.14%	24,248	$621K
16	Blue Water Asset Management	0.14%	17,351	$444K
17	Beverly Hills Private Wealth, LLC	0.13%	26,019	$666K
18	Griffin Asset Management, INC.	0.12%	45,417	$1.2M
19	Rockport Wealth LLC	0.10%	23,425	$600K
20	Strait & Sound Wealth Management LLC	0.08%	8,612	$221K
21	Private Trust Co NA	0.06%	31,676	$811K
22	Bellevue Asset Management, LLC	0.06%	4,657	$119K
23	Hilltop Holdings Inc.	0.05%	24,085	$617K
24	Fourpath Capital Management, LLC	0.04%	11,685	$299K
25	Bienville Capital Management, LLC	0.03%	9,773	$250K

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 — 1 quarter in a row: For 1 consecutive quarter, 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?

More buyers than sellers — 66% buying: Last quarter: 35 funds were net buyers (9 opened a brand new position + 26 added to an existing one). Only 18 were sellers (14 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CLOX holders?

Strong quality — 26% AUM from major funds: 6 of 58 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 — 38% entered in last year: Only 4 funds (7%) 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 Q2 hedge fund 13F filings?

As of today, CLOX has moved +0.6% since the 2026 Q2 13F filing date (August 14, 2026), compared to +1.6% for the SPY sector ETF — an outperformance of -1.0%. Since the quarter end (June 30, 2026), CLOX has gained -0.1% vs +5.8% 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.

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Series Portfolios Tr (CLOX)

Smart Money Signals — CLOX

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Fast accumulation — +29% more funds vs a year ago

More buyers than sellers — 66% buying

Steady new buyers — ~9 new funds per quarter

Mostly new holders — 38% entered in last year

Peak discovery — momentum slowing

Early stage — 59% of holders entered in last year

Strong quality — 26% AUM from major funds

Institutional Sentiment Summary — CLOX

Hedge Fund Ownership: CLOX

Market Analysis: CLOX

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: CLOX

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

Hedge Fund Positioning: CLOX

Statistics: CLOX

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Series Portfolios Tr (CLOX)

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