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VanEck CLO ETF (CLOI) Institutional Ownership

VanEck CLO ETF logo
$52.92 +0.09 (+0.17%)
As of 07/3/2025 05:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for VanEck CLO ETF (NYSEARCA:CLOI)

Number of
Institutional Buyers
(last 12 months)
142
Total
Institutional Inflows
(last 12 months)
$460.24M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$65.96M
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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
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%
5/14/2025Mosaic Financial Group LLC5,299$280K0.2%N/A0.027%
5/14/2025Integras Partners LLC141,954$7.50M6.8%+5.4%0.721%
5/14/2025TFB Advisors LLC6,151$325K0.1%+11.0%0.031%
5/13/2025Global View Capital Management LLC9,472$500K0.2%-16.4%0.048%
5/13/2025CacheTech Inc.26,280$1.39M0.3%+3.5%0.133%
5/13/2025Adams Wealth Management26,280$1.39M0.3%+3.5%0.133%
5/13/2025Trivium Point Advisory LLC12,845$679K0.1%+55.0%0.065%
5/13/2025Kovitz Investment Group Partners LLC97,981$5.18M0.0%N/A0.497%
5/13/2025HighTower Advisors LLC261,035$13.79M0.0%+12.9%1.325%
5/12/2025Townsquare Capital LLC38,308$2.02M0.0%N/A0.194%
5/12/2025Beam Wealth Advisors Inc.10,166$537K0.2%-8.3%0.052%
5/12/2025AlphaCore Capital LLC9,440$499K0.0%N/A0.048%
5/12/2025WealthPLAN Partners LLC192,958$10.20M1.4%+16.6%0.979%
5/12/2025WealthPlan Investment Management LLC258,292$13.65M1.3%-0.5%1.311%
5/9/2025Atria Wealth Solutions Inc.11,290$597K0.0%+4.1%0.057%
5/8/2025US Bancorp DE17,837$943K0.0%N/A0.091%
5/8/2025Harbour Investments Inc.5,185$274K0.0%+812.9%0.026%
5/8/2025Arkadios Wealth Advisors9,011$476K0.0%+21.1%0.046%
5/8/2025Geneos Wealth Management Inc.121,966$6.45M0.2%+1,172.6%0.619%
5/7/2025Financial Management Network Inc.80,644$4.20M0.9%+7.1%0.409%
5/7/2025Maridea Wealth Management LLC133,812$7.07M2.3%-22.5%0.679%
5/7/2025LPL Financial LLC1,283,259$67.81M0.0%+50.0%6.514%
5/6/2025Avantax Advisory Services Inc.7,407$391K0.0%+65.9%0.038%
5/6/2025Advisor OS LLC28,996$1.53M0.2%+12.1%0.147%
5/6/2025Black Swift Group LLC30,585$1.62M0.4%-6.8%0.155%
5/6/2025AE Wealth Management LLC222,923$11.78M0.1%-0.9%1.132%
5/6/2025Summit Wealth Partners LLC9,133$483K0.1%N/A0.046%
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5/6/2025Richardson Financial Services Inc.524$28K0.0%N/A0.003%
5/6/2025Proficio Capital Partners LLC173,510$9.17M0.7%N/A0.881%
5/5/2025J.W. Cole Advisors Inc.139,301$7.36M0.2%+287.8%0.707%
5/5/2025IFP Advisors Inc9,559$505K0.0%+19.7%0.049%
5/5/2025FAS Wealth Partners Inc.1,675$89K0.0%+51.7%0.009%
5/5/2025PCG Wealth Advisors LLC34,403$1.82M0.6%-18.9%0.175%
5/5/2025Private Advisor Group LLC13,661$722K0.0%-9.9%0.069%
5/2/2025Allen Capital Group LLC32,455$1.72M0.2%+9.6%0.165%
5/2/2025Lokken Investment Group LLC138,581$7.32M3.1%+8.3%0.703%
5/2/2025Sigma Planning Corp4,722$250K0.0%N/A0.024%
5/1/2025Quest 10 Wealth Builders Inc.5,606$296K0.3%+21.8%0.028%
5/1/2025Fulcrum Equity Management5,478$289K0.3%-12.0%0.028%
5/1/2025WESPAC Advisors LLC59,799$3.16M2.6%+12.6%0.304%
4/30/2025Allworth Financial LP2,602$137K0.0%N/A0.013%
4/30/2025Stratos Wealth Partners LTD.14,858$785K0.0%+16.9%0.075%
4/30/2025Crossmark Global Holdings Inc.29,211$1.55M0.0%N/A0.148%
4/29/2025Raleigh Capital Management Inc.622$33K0.0%N/A0.003%
4/29/2025Envestnet Asset Management Inc.485,336$25.65M0.0%+601.6%2.464%
4/29/2025Wayfinding Financial LLC87,627$4.63M2.0%N/A0.445%
4/29/2025Brookstone Capital Management299,903$15.85M0.2%+31.3%1.522%
4/28/2025Mutual Advisors LLC27,060$1.42M0.0%+19.3%0.137%
4/28/2025Heritage Oak Wealth Advisors LLC55,404$2.93M1.3%+5.7%0.281%
4/28/2025TCP Asset Management LLC33,965$1.80M0.4%+53.7%0.172%
4/28/2025Rovin Capital UT ADV14,787$781K0.3%N/A0.075%
4/25/2025Deseret Mutual Benefit Administrators171,701$9.07M4.5%+125.6%0.872%
4/25/2025Trademark Financial Management LLC88,927$4.70M3.6%+26.1%0.451%
4/25/2025K.J. Harrison & Partners Inc6,471$342K0.1%N/A0.033%
4/24/2025CWC Advisors LLC.124,659$6.59M3.7%N/A0.633%
4/24/2025Sunbelt Securities Inc.3,717$196K0.0%-19.5%0.019%
4/23/2025Balefire LLC24,922$1.32M0.5%-36.3%0.130%
4/23/2025Ferguson Shapiro LLC163,010$8.61M3.2%+68.6%0.849%
4/23/2025Independence Asset Advisors LLC169,808$8.97M29.1%+1,751.4%0.884%
4/23/2025Sheets Smith Wealth Management4,800$254K0.0%+6.7%0.025%
4/22/2025Cambridge Investment Research Advisors Inc.99,916$5.28M0.0%+428.2%0.520%
4/22/2025Castleview Partners LLC43,769$2.31M1.6%+15.7%0.228%
4/21/2025Envestnet Portfolio Solutions Inc.36,101$1.91M0.0%+118.6%0.188%
4/21/2025LifeWealth Investments LLC5,980$316K0.1%N/A0.031%
4/18/2025Optivise Advisory Services LLC10,582$559K0.3%N/A0.055%
4/15/2025Chris Bulman Inc9,214$487K0.3%-3.9%0.048%
4/15/2025Redhawk Wealth Advisors Inc.636,442$33.63M4.5%-32.6%3.315%
4/15/2025Simplicity Wealth LLC4,934$261K0.0%N/A0.026%
4/14/2025Destiny Wealth Partners LLC4,287$227K0.0%-6.8%0.022%
4/14/2025Portside Wealth Group LLC4,486$237K0.0%N/A0.023%
4/14/2025Capital Investment Advisors LLC1,122,520$59.31M1.2%+21.2%5.846%
4/10/2025Sugar Maple Asset Management LLC70,256$3.71M2.9%+12.4%0.366%
4/10/2025Cathy Pareto & Associates Inc.14,925$789K0.7%N/A0.078%
4/10/2025Iams Wealth Management LLC12,986$686K0.3%+22.3%0.068%
4/9/2025Milestone Asset Management LLC18,178$961K0.2%-9.1%0.095%
4/9/2025Gradient Investments LLC275,605$14.56M0.3%+6.6%1.435%
4/8/2025Lowe Wealth Advisors LLC9,969$527K0.2%+106.3%0.052%
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3/24/2025Fulcrum Equity Management6,228$329K0.3%-48.4%0.033%
3/10/2025Mattson Financial Services LLC2,465$131K0.0%+44.3%0.014%
3/6/2025IronOak Wealth LLC.60,332$3.18M3.6%N/A0.341%
2/28/2025Park Square Financial Group LLC2,669$141K0.1%N/A0.044%
2/19/2025Richmond Investment Services LLC19,850$1.05M0.6%N/A0.325%
2/18/2025Sunbelt Securities Inc.4,618$244K0.0%-54.1%0.076%
2/18/2025GTS Securities LLC8,906$470K0.0%N/A0.146%
2/18/2025Stonebridge Financial Planning Group LLC7,917$418K0.2%+3.9%0.130%
2/18/2025Mpwm Advisory Solutions LLC58,175$3.07M2.2%N/A0.954%
2/17/2025Waverly Advisors LLC9,444$498K0.0%+20.0%0.155%
(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, 159 institutional investors and hedge funds held shares of VanEck CLO ETF. The most heavily invested institutionals were LPL Financial LLC ($67.81M), Capital Investment Advisors LLC ($59.31M), Syon Capital LLC ($41.80M), Orion Portfolio Solutions LLC ($34.99M), Redhawk Wealth Advisors Inc. ($33.63M), Envestnet Asset Management Inc. ($25.65M), and Brookstone Capital Management ($15.85M).Learn more on VanEck CLO ETF's institutional investors.

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

Of the 153 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 ($1.12M), Redhawk Wealth Advisors Inc. ($944.01K), LPL Financial LLC ($833.44K), Orion Portfolio Solutions LLC ($712.81K), Envestnet Asset Management Inc. ($458.46K), Syon Capital LLC ($455.31K), and WealthPlan Investment Management LLC ($355.92K).

How much institutional buying is happening at VanEck CLO ETF?

Institutional investors have bought a total of 8,709,183 shares in the last 24 months. This purchase volume represents approximately $460.24M in transactions.

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

Of the 36 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: Envestnet Asset Management Inc. ($412.76K), Redhawk Wealth Advisors Inc. ($307.57K), LPL Financial LLC ($88.01K), Ferguson Shapiro LLC ($48.80K), Maridea Wealth Management LLC ($38.95K), Royal Bank of Canada ($35.67K), and Flow Traders U.S. LLC ($35.05K).

How much institutional selling is happening at VanEck CLO ETF?

Institutional investors have sold a total of 1,248,493 shares in the last 24 months. This volume of shares sold represents approximately $65.96M in transactions.


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This page (NYSEARCA:CLOI) was last updated on 7/4/2025 by MarketBeat.com Staff
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