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Panagram BBB-B CLO ETF
CLOZ

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1
Bienville Capital Management
New York
$67.1M +$16.8M +626,172 +34%
SIA
2
Schechter Investment Advisors
Michigan
$22M +$6.17M +229,947 +39%
GFP
3
Guardian Financial Partners
California
$17.7M +$938K +34,949 +6%
AWM
4
AE Wealth Management
Kansas
$17M +$1.67M +62,402 +11%
DMKJ
5
David M. Knott Jr
$14.6M -$4.73M -176,500 -25%
BSG
6
Black Swift Group
Colorado
$13.5M +$442K +16,475 +3%
GI
7
Gradient Investments
Minnesota
$10.8M +$5.85M +218,160 +119%
UBS Group
8
UBS Group
Switzerland
$5.31M +$4.92M +183,475 +1,362%
JP Morgan Chase
9
JP Morgan Chase
New York
$4.56M +$4.54M +169,279 New
Jane Street
10
Jane Street
New York
$4.49M +$4.47M +166,612 New
EF
11
Empowered Funds
Pennsylvania
$4.4M +$4.39M +163,495 New
BCM
12
Brookstone Capital Management
Illinois
$4.39M +$4.38M +163,090 New
AIP
13
Almanack Investment Partners
Pennsylvania
$4.11M +$4.09M +152,581 New
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$3.16M +$1.08M +40,260 +52%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$2.2M +$2.19M +81,488 +27,163%
APM
16
a16z Perennial Management
California
$1.62M +$1.61M +59,988 New
VFA
17
Valeo Financial Advisors
Indiana
$1.58M – – –
Natixis Advisors
18
Natixis Advisors
Massachusetts
$1.55M +$1.55M +57,705 New
Citadel Advisors
19
Citadel Advisors
Florida
$1.4M +$1.4M +52,044 New
OPAM
20
Ocean Park Asset Management
California
$1.19M +$947K +35,300 +394%
FTUS
21
Flow Traders U.S.
New York
$1.06M +$1.06M +39,419 New
BAMF
22
BI Asset Management Fondsmaeglerselskab
Denmark
$1.04M +$65.7K +2,448 +7%
CWA
23
Centennial Wealth Advisory
Michigan
$1M +$41.9K +1,560 +4%
MAWAG
24
Mid-American Wealth Advisory Group
Missouri
$937K +$423K +15,774 +83%
BCA
25
Bay Colony Advisors
Massachusetts
$793K +$790K +29,435 New
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