SERIES PORTFOLIOS TR (CLOZ): Institutional Ownership
Hedge funds and institutional managers reporting a position in CLOZ. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.
Reported Holders
2
13F filers
Aggregate Value
$4.0M
Across holders
Last Price
$26.41
2026-06-26
Sector
GICS
Holder activity0 new1 added1 reduced
| Manager⇅ | Type⇅ | Shares⇅ | Market Value▼ | % of Total⇅ | % of Portfolio⇅ | Action⇅ | QoQ Change⇅ | Quarter⇅ |
|---|---|---|---|---|---|---|---|---|
| CITADEL ADVISORS LLC CIK 0001423053 | Hedge Fund | 108K | $2.8M | 70.3% | 0.0% | Added | +$140K | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 | Hedge Fund | 44K | $1.2M | 29.7% | 0.0% | Reduced | $-3.5M | Q4 2025 |