SERIES PORTFOLIOS TR
Institutional coverage
55 13F filers hold $CLOX.
13F holders
55
Insider buys · 90d
0
Congress · 90d
0
Smart Money · top-200 alpha cohort
1 holders · Q1 2026Fewer than 3 top-performer holders hold this ticker — not enough signal for a Smart-Money commentary this week. The institutional holders table below shows the full picture.
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Institutional holders
Top 10 of 55 · Source: 13F-HR01
Price T Rowe Associates Inc.
15.45% of portfolio
1,150,274 sh
02
Taconic Capital Advisors LP
0.01% of portfolio
1,003,904 sh
03
Clear Sky Carbon Solutions Investment Management, LLC
3.53% of portfolio
763,446 sh
04
Delaware Ladera Management Company, Inc.
4.57% of portfolio
259,814 sh
05
Citizens National Bank Trust Department
0.61% of portfolio
144,785 sh
06
Tenzing Global Management, LLC
0.94% of portfolio
115,403 sh
07
Yorktown Energy Partners
0.08% of portfolio
106,406 sh
08
Collier Financial
0.96% of portfolio
89,747 sh
09
Ballast Advisors LLC
0.18% of portfolio
86,000 sh
10
Dai-ichi Life Insurance Company, Ltd
0.37% of portfolio
81,955 sh
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $CLOX in the recent window.
Congress trades · last 90 days
No Congress trades
No STOCK Act filings reference $CLOX in the recent window.
Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 10:35 UTC.