13FBOX
Eldridge BBB-B CLO ETF · 13F 机构持仓分析
期权收益计算器 机构排行
E

Eldridge BBB-B CLO ETF

CLOZ
持有机构数
92
机构合计市值 (Q2 2026)
$3.90亿
机构合计股数 (Q2 2026)
1,482.0万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+544.0万股
61 · 23 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-96.6万股
41 · 19 清仓 · ≈
⚖️ 净额
+447.4万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$3.90亿
持有机构数
92
新买入
23
加仓
38
减仓
22
清仓
19
持股不变
9
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
Arax顾问Arax Advisory Partners
0.38%1.1%#17$5,783.1万218.9万股$3,881.8万151.3万股+67.6万股+44.64%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#65$4,942.3万187.1万股$3.0万1,124股+187.0万股+166,329.72%加仓
SECURITY BENEFIT LIFE INSURANCE CO /KS/
21.91%21.91%#1$4,169.6万162.6万股$4,169.6万162.6万股00.00%持仓不变
Focus Partners财富Focus Partners Wealth
0.04%0.04%#43$3,915.0万148.2万股$3,482.7万135.8万股+12.4万股+9.14%加仓
Estate Planners Group, LLC
9.23%9.32%#2$2,040.2万77.2万股$1,939.6万75.6万股+1.6万股+2.12%加仓
Guardian Financial Partners, LLC
7.93%7.9%#3$2,036.6万77.1万股$1,870.2万72.9万股+4.2万股+5.72%加仓
Atria投资Atria Investments, Inc
0.18%0.05%#23$1,790.6万67.8万股$473.9万18.5万股+49.3万股+266.79%加仓
MarinerMariner, LLC
0.02%0.01%#49$1,697.8万64.3万股$476.0万18.6万股+45.7万股+246.31%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#66$965.0万36.5万股$139.6万5.4万股+31.1万股+570.88%加仓
Sound Income Strategies, LLC
0.39%0.34%#16$873.2万33.1万股$695.6万27.0万股+6.1万股+22.49%加仓
梯度投资Gradient Investments LLC
0.11%0.12%#28$799.9万30.3万股$754.6万29.4万股+8,563股+2.91%加仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%0.01%#57$596.5万22.6万股$592.8万23.1万股-5,329股-2.31%减仓
Inspire Advisors, LLC
0.37%0.1%#18$528.8万20.0万股$124.2万4.8万股+15.2万股+313.50%加仓
巴克莱BARCLAYS PLC
<0.01%<0.01%#71$513.6万19.4万股$487.4万19.0万股+4,400股+2.32%加仓
Copia Wealth Management
2.97%2.85%#4$494.6万18.7万股$414.8万16.2万股+2.5万股+15.77%加仓
Navis Wealth Advisors, LLC
1.8%#6$474.1万17.9万股$00股+17.9万股新买入
Sowell Financial Services LLC
0.14%0.15%#26$417.4万15.8万股$400.2万15.6万股+1,967股+1.26%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#70$412.3万15.6万股$265.8万10.4万股+5.2万股+50.61%加仓
WESPAC Advisors, LLC
1.96%#5$401.4万15.2万股$00股+15.2万股新买入
CWC Advisors, LLC.
1.67%1.75%#7$375.8万14.2万股$368.2万14.4万股-1,308股-0.91%减仓
Ethos Financial Group, LLC
0.22%0.23%#20$335.9万12.7万股$309.6万12.1万股+6,714股+5.56%加仓
Valeo Financial 顾问Valeo Financial Advisors, LLC
0.07%0.08%#40$327.0万12.4万股$317.5万12.4万股00.00%持仓不变
Cedar Wealth Management, LLC
0.81%0.86%#10$313.7万11.9万股$297.0万11.6万股+2,953股+2.55%加仓
BASSO CAPITAL MANAGEMENT, L.P.
0.66%0.69%#12$307.7万11.6万股$113.0万4.4万股+7.2万股+164.31%加仓
Client First Investment Management LLC
1.25%#8$297.1万11.2万股$00股+11.2万股新买入
Impact Partnership Wealth, LLC
0.28%0.27%#19$292.4万11.1万股$217.1万8.5万股+2.6万股+30.75%加仓
Farther金融顾问Farther Finance Advisors, LLC
0.02%0.02%#47$272.0万10.3万股$260.6万10.1万股+1,871股+1.85%加仓
PRIMORIS WEALTH ADVISORS, LLC
1.11%0.92%#9$244.3万9.2万股$132.0万5.1万股+4.1万股+79.69%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#83$218.9万8.3万股$217.9万8.5万股-2,100股-2.47%减仓
INSIGNEO 咨询服务INSIGNEO ADVISORY SERVICES, LLC
0.08%#36$217.4万8.2万股$00股+8.2万股新买入
纽文Nuveen, LLC
<0.01%#77$207.6万7.9万股$00股+7.9万股新买入
Kestra顾问服务Kestra Advisory Services, LLC
0.01%0.01%#53$196.6万7.4万股$393.3万15.3万股-7.9万股-51.49%减仓
蒙特利尔银行BANK OF MONTREAL /CAN/
<0.01%#76$195.9万7.5万股$00股+7.5万股新买入
SEAVIEW INVESTMENT MANAGERS LLC
0.45%0.4%#15$150.0万5.7万股$110.0万4.3万股+1.4万股+32.34%加仓
Hilltop Holdings Inc.
0.1%0.12%#31$127.9万4.8万股$131.2万5.1万股-2,755股-5.39%减仓
Knott David M Jr
0.67%0.74%#11$126.3万4.8万股$122.6万4.8万股00.00%持仓不变
Rockport Wealth LLC
0.21%0.2%#21$123.8万4.7万股$112.5万4.4万股+3,006股+6.85%加仓
Maridea Wealth Management LLC
0.12%0.16%#27$106.4万4.0万股$107.8万4.2万股-1,757股-4.18%减仓
Brucke Financial, Inc.
0.46%0.28%#14$104.2万3.9万股$55.4万2.2万股+1.8万股+82.47%加仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%#87$91.1万3.4万股$00股+3.4万股新买入
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
<0.01%<0.01%#58$84.3万3.2万股$40.9万1.6万股+1.6万股+100.00%加仓
Ausdal Financial Partners, Inc.
0.03%#44$81.0万3.1万股$00股+3.1万股新买入
GRIFFIN ASSET MANAGEMENT, INC.
0.08%#38$73.5万2.8万股$00股+2.8万股新买入
LAUREL OAK WEALTH MANAGEMENT, LLC
0.1%0.16%#29$71.1万2.7万股$93.6万3.6万股-9,574股-26.23%减仓
Advyzon Investment Management, LLC
0.05%#41$68.4万2.6万股$00股+2.6万股新买入
Almanack Investment Partners, LLC.
0.08%0.16%#35$66.6万2.5万股$92.1万3.6万股-1.1万股-29.84%减仓
Nordwand Advisors, LLC
0.09%0.1%#34$59.7万2.3万股$58.0万2.3万股00.00%持仓不变
Gladstone Institutional Advisory LLC
0.02%0.02%#48$58.2万2.2万股$63.5万2.5万股-2,714股-10.97%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#75$57.2万2.2万股$58923股+2.2万股+94,017.39%加仓
MGO资本MGO ONE SEVEN LLC
0.01%0.01%#52$48.1万1.8万股$60.8万2.4万股-5,510股-23.25%减仓

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