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

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

As of today, CLOZ has moved +0.2% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.6% for the SPY sector ETF — an outperformance of +1.8%. Since the quarter end (June 30, 2026), CLOZ gained -0.6% vs +2.3% 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 (CLOZ)

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

Smart Money Signals — CLOZ

Based on 93 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 CLOZ 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.

📊

High ownership — 86% of 3.0Y peak

86% of all-time peak

93 funds currently hold this stock — 86% of the 3.0-year high of 108 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

📶

Steady growth — +9% more funds vs a year ago

fund count last 6Q

+8 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟢

More buyers than sellers — 60% buying

62 buying41 selling

Last quarter: 62 funds were net buyers (25 opened a brand new position + 37 added to an existing one). Only 41 were sellers (22 trimmed + 19 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+12 vs last Q)

new funds entering per quarter

Funds opening a new CLOZ position: 25 → 21 → 13 → 25. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔄

Mostly new holders — 34% entered in last year

■ 17% conviction (2yr+) ■ 48% medium ■ 34% new

Only 16 funds (17%) 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 → 25 → 21 → 13 → 25 new funds/Q

New funds entering each quarter: 25 → 21 → 13 → 25. CLOZ is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.

📊

Mixed cohorts — 13% veterans, 52% new entrants

■ 13% veterans ■ 35% 1-2yr ■ 52% new

Of 93 current holders: 12 (13%) held 2+ years, 33 held 1–2 years, 48 (52%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

✅

Strong quality — 20% AUM from major funds

20% from top-100 AUM funds

12 of 93 holders rank in the top 100 by AUM, accounting for 20% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

3.2

out of 10

Low Exit Risk

Exit risk score 3.2/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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	93	87	6.9%
13F Shares	15M	12M	23.77%
Total Value	$390M	$307M	27.15%
New Positions	25	13	+12
Increased Positions	37	26	+11
Closed Positions	19	33	-14
Reduced Positions	22	34	-12
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

6.9%

13F Shares

15M

12M

23.77%

Total Value

$390M

$307M

27.15%

New Positions

+12

Increased Positions

+11

Closed Positions

-14

Reduced Positions

-12

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

93 + investors

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

QUARTER:

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

Top 25 CLOZ 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/	21.91%	1,625,576	$41.7M
2	Estate Planners Group, LLC	9.23%	772,217	$20.4M
3	Guardian Financial Partners, LLC	7.93%	770,855	$20.4M
4	Copia Wealth Management	2.97%	187,206	$4.9M
5	WESPAC Advisors, LLC	1.96%	151,934	$4.0M
6	Navis Wealth Advisors, LLC	1.80%	179,436	$4.7M
7	CWC Advisors, LLC.	1.67%	142,226	$3.8M
8	Client First Investment Management LLC	1.25%	112,467	$3.0M
9	Primoris Wealth Advisors, LLC	1.11%	92,450	$2.4M
10	Cedar Wealth Management, LLC	0.81%	118,734	$3.1M
11	Knott David M Jr	0.67%	47,807	$1.3M
12	Basso Capital Management, L.P.	0.66%	116,451	$3.1M
13	Capital Advisor Network LLC	0.49%	14,737	$389K
14	Brucke Financial, Inc.	0.46%	39,422	$1.0M
15	Seaview Investment Managers LLC	0.45%	56,757	$1.5M
16	Sound Income Strategies, LLC	0.39%	330,517	$8.7M
17	Arax Advisory Partners	0.38%	2,188,929	$57.8M
18	Inspire Advisors, LLC	0.37%	200,146	$5.3M
19	Impact Partnership Wealth, LLC	0.28%	110,679	$2.9M
20	Ethos Financial Group, LLC	0.22%	127,418	$3.4M
21	Rockport Wealth LLC	0.21%	46,861	$1.2M
22	Darden Wealth Group Inc	0.18%	17,428	$460K
23	Atria Investments, Inc	0.18%	677,733	$17.9M
24	Strait & Sound Wealth Management LLC	0.14%	15,095	$399K
25	Resolute Wealth Strategies, LLC	0.14%	13,661	$361K

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 (CLOZ)

What does the Smart Money Trend signal show for CLOZ?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added CLOZ 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 CLOZ?

More buyers than sellers — 60% buying: Last quarter: 62 funds were net buyers (25 opened a brand new position + 37 added to an existing one). Only 41 were sellers (22 trimmed + 19 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CLOZ holders?

Strong quality — 20% AUM from major funds: 12 of 93 holders rank in the top 100 by AUM, accounting for 20% 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 CLOZ?

Mostly new holders — 34% entered in last year: Only 16 funds (17%) 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 (CLOZ) following the 2026 Q2 hedge fund 13F filings?

As of today, CLOZ has moved +0.2% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.6% for the SPY sector ETF — an outperformance of +1.8%. Since the quarter end (June 30, 2026), CLOZ has gained -0.6% vs +2.3% 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 (CLOZ)

Smart Money Signals — CLOZ

Buying streak — 1 quarter in a row

High ownership — 86% of 3.0Y peak

Steady growth — +9% more funds vs a year ago

More buyers than sellers — 60% buying

More new buyers each quarter (+12 vs last Q)

Mostly new holders — 34% entered in last year

Peak discovery — momentum slowing

Mixed cohorts — 13% veterans, 52% new entrants

Strong quality — 20% AUM from major funds

Institutional Sentiment Summary — CLOZ

Hedge Fund Ownership: CLOZ

Market Analysis: CLOZ

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: CLOZ

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

Hedge Fund Positioning: CLOZ

Statistics: CLOZ

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Series Portfolios Tr (CLOZ)

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