Fewer 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.
SERIES PORTFOLIOS TR
13F holders
55
Net 13F flow · Q
—
Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
—
Institutional holders
Top 10 of 55 · Source: 13F-HR01
Price T Rowe Associates Inc.
—
—
02
Taconic Capital Advisors LP
—
—
03
Clear Sky Carbon Solutions Investment Management, LLC
—
—
04
Delaware Ladera Management Company, Inc.
—
—
05
Citizens National Bank Trust Department
—
—
06
Tenzing Global Management, LLC
—
—
07
Yorktown Energy Partners
—
—
08
Collier Financial
—
—
09
Ballast Advisors LLC
—
—
10
Dai-ichi Life Insurance Company, Ltd
—
—
Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
1 holders · Q1 2026Smart 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.
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.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $CLOX lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $CLOX — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 11:02 UTC.