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Who holds CLOX

SERIES PORTFOLIOS TR · 57 funds in the latest indexed 13Fs.

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FundSharesValue% of portfolio
SECURITY BENEFIT LIFE INSURANCE CO /KS/1.2M$29.5M16.2%
LPL Financial LLC1.1M$28.9M0.0%
Copia Wealth Management295.4K$7.6M4.5%
Carmel Capital Partners, LLC258.9K$6.6M2.2%
Arax Advisory Partners194.8K$5.0M0.0%
FIG FINANCIAL ADVISORY SERVICES INC /ADV180.6K$4.6M2.7%
WESPAC Advisors, LLC159.1K$4.1M2.0%
Fortis Group Advisors, LLC154.7K$4.0M0.6%
Spectrum Asset Management, Inc. (NB/CA)124.4K$3.2M0.9%
PRIMORIS WEALTH ADVISORS, LLC114.7K$2.9M1.3%
Inspire Advisors, LLC90.0K$2.3M0.2%
WMG Financial Advisors, LLC85.4K$2.2M0.8%
Hobbs Group Advisors, LLC78.7K$2.0M0.5%
Farther Finance Advisors, LLC78.0K$2.0M0.0%
Black Swift Group, LLC62.2K$1.6M0.2%
Valeo Financial Advisors, LLC50.0K$1.3M0.0%
CITADEL ADVISORS LLC48.8K$1.3M0.0%
GRIFFIN ASSET MANAGEMENT, INC.45.4K$1.2M0.1%
J.W. COLE ADVISORS, INC.45.4K$1.2M0.0%
Estate Planners Group, LLC40.2K$1.0M0.5%
BANK OF MONTREAL /CAN/37.7K$966,3770.0%
PRIVATE TRUST CO NA31.7K$811,3810.1%
IHT Wealth Management, LLC31.5K$806,6870.0%
B. Riley Wealth Advisors, Inc.29.2K$744,2570.0%
Silverleafe Capital Partners, LLC27.0K$690,7920.2%
Beverly Hills Private Wealth, LLC26.0K$666,4770.1%
Cambridge Investment Research Advisors, Inc.25.7K$658,0000.0%
NewEdge Advisors, LLC24.8K$636,0750.0%
Prostatis Group LLC24.2K$621,1010.1%
Hilltop Holdings Inc.24.1K$616,9370.0%
Rockport Wealth LLC23.4K$600,0320.1%
OneDigital Investment Advisors LLC23.2K$594,9440.0%
Koshinski Asset Management, Inc.22.7K$580,5640.0%
Worth Asset Management, LLC20.9K$535,9940.2%
Equitable Holdings, Inc.20.6K$527,6690.0%
COMMONWEALTH EQUITY SERVICES, LLC19.5K$499,7700.0%
INSIGNEO ADVISORY SERVICES, LLC17.6K$451,6440.0%
Blue Water Asset Management17.4K$444,4460.1%
Steward Partners Investment Advisory, LLC15.8K$403,8970.0%
Sequoia Financial Advisors, LLC12.7K$325,5050.0%
FOURPATH CAPITAL MANAGEMENT, LLC11.7K$299,3110.0%
ROYAL BANK OF CANADA10.0K$256,0000.0%
Bienville Capital Management, LLC9.8K$250,3350.0%
Janney Montgomery Scott LLC9.1K$232,0000.0%
Strait & Sound Wealth Management LLC8.6K$220,5960.1%
TECTONIC ADVISORS LLC8.0K$204,9200.0%
MORGAN STANLEY7.9K$203,5210.0%
BELLEVUE ASSET MANAGEMENT, LLC4.7K$119,2890.1%
Elevated Capital Advisors, LLC1.8K$46,0610.0%
FIFTH THIRD BANCORP1.5K$38,0900.0%
HARBOUR INVESTMENTS, INC.1.2K$32,0190.0%
OSAIC HOLDINGS, INC.1.2K$30,6150.0%
UBS Group AG461$11,8090.0%
Rossby Financial, LCC128$3,2790.0%
SHP Wealth Management105$2,6900.0%
Quest 10 Wealth Builders, Inc.77$1,9720.0%
Spurstone Advisory Services, LLC13$3330.0%
Top Fund Holdings
13F
Top Fund Holdings

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