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VanEck CLO ETF (CLOI) Institutional Ownership

VanEck CLO ETF logo
$52.95 +0.06 (+0.11%)
Closing price 04:00 PM Eastern
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$52.94 -0.01 (-0.01%)
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Institutional Ownership Changes (13F Filings) for VanEck CLO ETF (NYSEARCA:CLOI)

Number of
Institutional Buyers
(last 12 months)
154
Total
Institutional Inflows
(last 12 months)
$555.33M
Number of
Institutional Sellers
(last 12 months)
57
Total
Institutional Outflows
(last 12 months)
$179.69M
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CLOI Institutional Buying and Selling by Quarter

VanEck CLO ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025 Osaic Holdings Inc.99,291$5.25M0.0%+139.6%0.496%
8/27/2025 Orion Porfolio Solutions LLC635,803$33.67M0.3%-2.0%3.179%
8/26/2025 Thrivent Financial for Lutherans100,010$5.30M0.0%N/A0.500%
8/18/2025 Geneos Wealth Management Inc.153,503$8.13M0.2%+28.5%0.768%
8/15/2025 Sugar Maple Asset Management LLC72,685$3.85M3.0%+3.5%0.363%
8/15/2025 Visionary Wealth Advisors86,777$4.60M0.2%+27.4%0.434%
8/15/2025 Orion Porfolio Solutions LLC6,570$348K0.0%-99.0%0.033%
8/15/2025 MML Investors Services LLC201,040$10.65M0.0%-2.5%1.005%
8/15/2025 IHT Wealth Management LLC21,634$1.15M0.0%-15.5%0.108%
8/15/2025 Curi Capital LLC165,842$8.78M0.2%+2.0%0.829%
8/14/2025 Jane Street Group LLC33,360$1.77M0.0%-65.4%0.167%
8/14/2025 Darwin Wealth Management LLC246,417$13.05M4.5%N/A1.232%
8/14/2025 Quantinno Capital Management LP7,561$400K0.0%N/A0.038%
8/14/2025 NewEdge Advisors LLC55,364$2.93M0.0%+181.4%0.277%
8/14/2025 Transce3nd LLC822$44K0.0%-23.1%0.004%
8/13/2025 Flow Traders U.S. LLC14,446$765K0.0%N/A0.072%
8/13/2025 Cresset Asset Management LLC11,695$619K0.0%N/A0.058%
8/13/2025 Trustmark Bank Trust Department14,779$783K0.1%+3.3%0.074%
8/12/2025 Richmond Investment Services LLC44,554$2.36M0.5%+113.1%0.223%
8/12/2025 J.W. Cole Advisors Inc.149,481$7.92M0.2%+7.3%0.747%
8/12/2025 Steward Partners Investment Advisory LLC9,949$527K0.0%+1,134.4%0.050%
8/12/2025 TCP Asset Management LLC34,666$1.84M0.4%+2.1%0.173%
8/12/2025 AlphaCore Capital LLC11,374$602K0.0%+20.5%0.057%
8/12/2025 MAI Capital Management10,721$568K0.0%+48.2%0.054%
8/11/2025 TRUE Private Wealth Advisors360,791$19.10M2.1%+4.1%1.804%
8/11/2025 Perennial Investment Advisors LLC6,455$342K0.0%-9.0%0.032%
8/11/2025 Portside Wealth Group LLC5,682$301K0.0%+26.7%0.028%
8/11/2025 Western Wealth Management LLC23,956$1.27M0.1%N/A0.120%
8/7/2025 Mosaic Financial Group LLC7,062$374K0.3%+33.3%0.035%
8/7/2025 Ascension Capital Advisors Inc.4,039$214K0.1%N/A0.020%
8/6/2025 AE Wealth Management LLC176,198$9.33M0.1%-21.0%0.881%
8/6/2025 Rovin Capital UT ADV16,913$896K0.3%+14.4%0.085%
8/6/2025 Black Swift Group LLC22,435$1.19M0.2%-26.6%0.112%
8/6/2025 Stonebridge Financial Planning Group LLC18,626$986K0.4%+73.1%0.093%
8/5/2025 Milestone Asset Management LLC16,872$893K0.2%-7.2%0.084%
8/5/2025 Optivise Advisory Services LLC11,702$620K0.3%+10.6%0.059%
8/4/2025 Integrity Alliance LLC.79,564$4.21M0.2%-1.7%0.398%
8/4/2025 Impact Partnership Wealth LLC12,592$667K0.1%N/A0.063%
8/4/2025 Atria Investments Inc57,835$3.06M0.0%-17.9%0.289%
8/4/2025 Assetmark Inc.2,923$155K0.0%-98.5%0.015%
8/4/2025 Arkadios Wealth Advisors5,001$265K0.0%-44.5%0.025%
8/4/2025 Deseret Mutual Benefit Administrators211,990$11.23M5.3%+23.5%1.060%
8/1/2025 Winebrenner Capital Management LLC12,138$643K0.5%+41.8%0.061%
8/1/2025 Ferguson Shapiro LLC323,062$17.11M5.8%+98.2%1.615%
8/1/2025 Wealth Watch Advisors INC6,012$318K0.2%+5.6%0.030%
8/1/2025 Envestnet Asset Management Inc.71,200$3.76M0.0%-85.3%0.356%
7/31/2025 Trademark Financial Management LLC82,488$4.37M2.7%-7.2%0.412%
7/30/2025 LifeWealth Investments LLC5,588$296K0.1%-6.6%0.028%
7/30/2025 Freedom Investment Management Inc.4,770$253K0.0%-71.1%0.024%
7/30/2025 Brookstone Capital Management286,458$15.17M0.2%-4.5%1.432%
7/29/2025 Balboa Wealth Partners6,273$332K0.1%-5.6%0.031%
7/29/2025 Independence Asset Advisors LLC1,099,620$58.22M36.2%+547.6%5.498%
7/29/2025 Private Trust Co. NA1,250$66K0.0%N/A0.006%
7/29/2025 Creekside Partners3,943$209K0.1%N/A0.020%
7/28/2025 WealthPLAN Partners LLC166,043$8.79M1.4%-13.9%0.830%
7/28/2025 WealthPlan Investment Management LLC312,471$16.55M1.2%+21.0%1.562%
7/28/2025 Mutual Advisors LLC26,867$1.43M0.0%-0.7%0.134%
7/25/2025 MGO One Seven LLC8,217$435K0.0%-7.2%0.041%
7/24/2025 IFP Advisors Inc10,487$555K0.0%+9.7%0.052%
7/24/2025 Lokken Investment Group LLC142,469$7.54M2.9%+2.8%0.712%
7/23/2025 WESPAC Advisors LLC6,472$343K0.2%-89.2%0.032%
7/23/2025 Sax Wealth Advisors LLC115,680$6.13M0.4%+1,592.7%0.578%
7/21/2025 Ameritas Advisory Services LLC3,345$177K0.0%N/A0.017%
7/18/2025 B.O.S.S. Retirement Advisors LLC18,973$1.01M0.3%-26.9%0.095%
7/18/2025 Bartlett & CO. Wealth Management LLC3,775$200K0.0%N/A0.019%
7/18/2025 Truist Financial Corp14,615$774K0.0%-5.5%0.073%
7/17/2025 Trivium Point Advisory LLC16,371$867K0.1%+27.5%0.082%
7/17/2025 Capital Investment Advisors LLC1,286,977$68.15M1.2%+14.7%6.435%
7/16/2025 Beaumont Financial Advisors LLC210,615$11.15M0.8%-11.7%1.053%
7/16/2025 Maridea Wealth Management LLC134,247$7.11M1.9%+0.3%0.671%
7/16/2025 Castleview Partners LLC38,841$2.06M1.3%-11.3%0.194%
7/15/2025 Heritage Oak Wealth Advisors LLC11,976$634K0.2%-78.4%0.060%
7/15/2025 Sheets Smith Wealth Management4,500$238K0.0%-6.3%0.023%
7/14/2025 Chris Bulman Inc8,852$469K0.3%-3.9%0.044%
7/14/2025 IronOak Wealth LLC.39,515$2.09M2.0%N/A0.198%
7/14/2025 Sentinel Pension Advisors LLC154,157$8.16M1.4%+828.9%0.771%
7/14/2025 Iams Wealth Management LLC11,981$634K0.3%-7.7%0.060%
7/14/2025 Cathy Pareto & Associates Inc.20,916$1.11M0.9%+40.1%0.105%
7/10/2025 CWC Advisors LLC.126,171$6.68M3.5%+1.2%0.634%
7/10/2025 Redhawk Wealth Advisors Inc.7,633$404K0.1%-98.8%0.038%
7/10/2025 Wealth Enhancement Advisory Services LLC154,672$8.19M0.0%N/A0.777%
7/10/2025 Financial Management Network Inc.79,320$4.20M0.8%-1.6%0.399%
7/9/2025 Breakwater Capital Group34,335$1.82M0.3%N/A0.173%
7/9/2025 Balefire LLC24,470$1.30M0.3%-1.8%0.123%
7/8/2025 Goldstone Financial Group LLC4,061$215K0.0%N/A0.020%
7/8/2025 Gradient Investments LLC277,737$14.71M0.3%+0.8%1.396%
7/8/2025 Lowe Wealth Advisors LLC10,411$551K0.2%+4.4%0.052%
5/22/2025Mattson Financial Services LLC2,905$153K0.0%+17.8%0.014%
5/21/2025Geneos Wealth Management Inc.119,467$6.31M0.2%+1,146.5%0.589%
5/20/2025Integrity Alliance LLC.80,931$4.28M0.2%N/A0.399%
5/19/2025Jane Street Group LLC96,379$5.09M0.0%-13.0%0.475%
5/16/2025Arete Wealth Advisors LLC28,615$1.51M0.1%+2.4%0.141%
5/16/2025NewEdge Advisors LLC19,673$1.04M0.0%+264.4%0.100%
5/16/2025Clark Capital Management Group Inc.185,344$9.79M0.1%N/A0.941%
5/16/2025Curi RMB Capital LLC162,657$8.60M0.2%+1.4%0.826%
5/16/2025Ancora Advisors LLC61,855$3.27M0.1%-2.4%0.314%
5/15/2025Royal Bank of Canada9,046$478K0.0%-79.8%0.046%
5/15/2025MAI Capital Management7,234$382K0.0%+498.8%0.037%
5/14/2025Piedmont Capital Management LLC44,604$2.31M1.6%+14.6%0.226%
5/14/2025Sax Wealth Advisors LLC6,834$361K0.0%N/A0.035%
(Data available from 1/1/2016 forward)

CLOI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CLOI shares?

During the previous two years, 176 institutional investors and hedge funds held shares of VanEck CLO ETF. The most heavily invested institutionals were Capital Investment Advisors LLC ($68.15M), LPL Financial LLC ($67.81M), Independence Asset Advisors LLC ($58.22M), Syon Capital LLC ($41.80M), Orion Portfolio Solutions LLC ($34.99M), Orion Porfolio Solutions LLC ($33.67M), and TRUE Private Wealth Advisors ($19.10M).Learn more on VanEck CLO ETF's institutional investors.

Which institutional investors have been buying VanEck CLO ETF's stock?

Of the 169 institutional investors that purchased VanEck CLO ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Capital Investment Advisors LLC ($1.29M), Independence Asset Advisors LLC ($1.10M), Redhawk Wealth Advisors Inc. ($944.01K), LPL Financial LLC ($779.05K), Orion Portfolio Solutions LLC ($712.81K), Envestnet Asset Management Inc. ($458.46K), and Syon Capital LLC ($455.31K).

How much institutional buying is happening at VanEck CLO ETF?

Institutional investors have bought a total of 10,504,955 shares in the last 24 months. This purchase volume represents approximately $555.33M in transactions.

Which of VanEck CLO ETF's major shareholders have been selling company stock?

Of the 57 institutional investors that sold VanEck CLO ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Redhawk Wealth Advisors Inc. ($936.38K), Envestnet Asset Management Inc. ($826.89K), Orion Porfolio Solutions LLC ($655.61K), Assetmark Inc. ($197.33K), Jane Street Group LLC ($89.47K), WESPAC Advisors LLC ($54.71K), and Ferguson Shapiro LLC ($48.80K).

How much institutional selling is happening at VanEck CLO ETF?

Institutional investors have sold a total of 3,396,387 shares in the last 24 months. This volume of shares sold represents approximately $179.69M in transactions.


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This page (NYSEARCA:CLOI) was last updated on 9/12/2025 by MarketBeat.com Staff
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