Public ownership evidence

Eldridge BBB-B CLO ETF (CLOZ) Ownership Disclosures

Read CLOZ insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Eldridge BBB-B CLO ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Kingsview Wealth Management, LLC
Report period
2026-06-30
Available
2026-08-20
Reported shares
8,632
Value (USD)
$228,057
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001791965-26-000005
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read CLOZ fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read CLOZ fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Kingsview Wealth Management, LLC2026-06-302026-08-208,632$228,057None
Copia Wealth Management2026-06-302026-08-19187,206$4,945,983None
Strait & Sound Wealth Management LLC2026-06-302026-08-1915,095$398,810None
Advyzon Investment Management, LLC2026-06-302026-08-1525,874$683,591None
INSIGNEO ADVISORY SERVICES, LLC2026-06-302026-08-1534,152$902,296None
INSIGNEO ADVISORY SERVICES, LLC2026-06-302026-08-1548,124$1,271,436None
Navis Wealth Advisors, LLC2026-06-302026-08-15179,436$4,740,699None
KINTRA WEALTH, LLC2026-06-302026-08-1510,409$273,958None
NFSG Corp2026-06-302026-08-151,554$41,057None
OSAIC HOLDINGS, INC.2026-06-302026-08-1521,647$571,977None
Prostatis Group LLC2026-06-302026-08-1512,484$329,834None
Ausdal Financial Partners, Inc.2026-06-302026-08-1525,874$683,591None
Ausdal Financial Partners, Inc.2026-06-302026-08-154,767$125,944None
ROYAL BANK OF CANADA2026-06-302026-08-15700$18,000None
ROYAL BANK OF CANADA2026-06-302026-08-154,000$106,000None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1534,486$911,120None
BARCLAYS PLC2026-06-302026-08-15194,400$5,136,048None
WELLS FARGO & COMPANY/MN2026-06-302026-08-151$20None
WELLS FARGO & COMPANY/MN2026-06-302026-08-156$159None
Capital Advisor Network LLC2026-06-302026-08-1414,737$389,352None
Estate Planners Group, LLC2026-06-302026-08-14772,217$20,401,987None
Steward Partners Investment Advisory, LLC2026-06-302026-08-143,285$86,790None
UBS Group AG2026-06-302026-08-146,800$179,656None
UBS Group AG2026-06-302026-08-1476,063$2,009,584None
Verity Asset Management, Inc.2026-06-302026-08-149,708$256,485None
Mariner, LLC2026-06-302026-08-14642,610$16,977,758None
Inspire Advisors, LLC2026-06-302026-08-14200,146$5,287,859None
Hilltop Holdings Inc.2026-06-302026-08-1448,395$1,278,596None
MORGAN STANLEY2026-06-302026-08-14200,000$5,284,000None
MORGAN STANLEY2026-06-302026-08-141$45None
MORGAN STANLEY2026-06-302026-08-14233,060$6,157,445None
MORGAN STANLEY2026-06-302026-08-141,329,400$35,122,748None
MORGAN STANLEY2026-06-302026-08-14108,209$2,858,882None
FMR LLC2026-06-302026-08-142$53None
Resolute Wealth Strategies, LLC2026-06-302026-08-1313,661$360,924None
Integrated Wealth Concepts LLC2026-06-302026-08-1331,902$842,850None
Cedar Wealth Management, LLC2026-06-302026-08-13118,734$3,136,952None
Focus Partners Wealth2026-06-302026-08-131,481,838$39,150,166None
NewEdge Advisors, LLC2026-06-302026-08-132,929$77,396None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-131,216$32,123None
Knott David M Jr2026-06-302026-08-1347,807$1,263,061None
BANK OF MONTREAL /CAN/2026-06-302026-08-1374,941$1,958,958None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-1310,827$286,049None
STIFEL FINANCIAL CORP2026-06-302026-08-13225,787$5,965,296None
SHP Wealth Management2026-06-302026-08-12101$2,668None
Wealthspire Advisors, LLC2026-06-302026-08-129,714$256,644None
Allworth Financial LP2026-06-302026-08-121,700$44,914None
Nuveen, LLC2026-06-302026-08-1278,589$2,076,298None
Spurstone Advisory Services, LLC2026-06-302026-08-1114$370None
BI Asset Management Fondsmaeglerselskab A/S2026-06-302026-08-111,960$52,000None

90-day public filing window, up to 50 source positions.

Kingsview Wealth Management, LLC ↗Copia Wealth Management ↗Strait & Sound Wealth Management LLC ↗Advyzon Investment Management, LLC ↗INSIGNEO ADVISORY SERVICES, LLC ↗INSIGNEO ADVISORY SERVICES, LLC ↗Navis Wealth Advisors, LLC ↗KINTRA WEALTH, LLC ↗NFSG Corp ↗OSAIC HOLDINGS, INC. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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