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VanEck CLO ETF (CLOI) Institutional Ownership

VanEck CLO ETF logo
$52.96 +0.06 (+0.11%)
Closing price 10/13/2025 04:10 PM Eastern
Extended Trading
$52.98 +0.02 (+0.04%)
As of 10/13/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for VanEck CLO ETF (NYSEARCA:CLOI)

Number of
Institutional Buyers
(last 12 months)
152
Total
Institutional Inflows
(last 12 months)
$553.88M
Number of
Institutional Sellers
(last 12 months)
58
Total
Institutional Outflows
(last 12 months)
$182.93M
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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
10/10/2025 CWC Advisors LLC.126,442$6.71M3.3%+0.2%0.543%
10/10/2025 Castleview Partners LLC16,669$885K0.5%-57.1%0.072%
10/8/2025 Balefire LLC21,414$1.14M0.2%-12.5%0.093%
10/7/2025 TCP Asset Management LLC11,171$593K0.1%-67.8%0.049%
10/6/2025 Gradient Investments LLC265,383$14.09M0.2%-4.4%1.154%
9/25/2025CacheTech Inc.80,882$4.28M0.8%+207.8%0.404%
9/4/2025Osaic Holdings Inc.99,291$5.25M0.0%+139.6%0.496%
8/27/2025Orion Porfolio Solutions LLC635,803$33.67M0.3%-2.0%3.179%
8/26/2025Thrivent Financial for Lutherans100,010$5.30M0.0%N/A0.500%
8/18/2025Geneos Wealth Management Inc.153,503$8.13M0.2%+28.5%0.768%
8/15/2025Sugar Maple Asset Management LLC72,685$3.85M3.0%+3.5%0.363%
8/15/2025Visionary Wealth Advisors86,777$4.60M0.2%+27.4%0.434%
8/15/2025Orion Porfolio Solutions LLC6,570$348K0.0%-99.0%0.033%
8/15/2025MML Investors Services LLC201,040$10.65M0.0%-2.5%1.005%
8/15/2025IHT Wealth Management LLC21,634$1.15M0.0%-15.5%0.108%
8/15/2025Curi Capital LLC165,842$8.78M0.2%+2.0%0.829%
8/14/2025Jane Street Group LLC33,360$1.77M0.0%-65.4%0.167%
8/14/2025Darwin Wealth Management LLC246,417$13.05M4.5%N/A1.232%
8/14/2025Quantinno Capital Management LP7,561$400K0.0%N/A0.038%
8/14/2025NewEdge Advisors LLC55,364$2.93M0.0%+181.4%0.277%
8/14/2025Transce3nd LLC822$44K0.0%-23.1%0.004%
8/13/2025Flow Traders U.S. LLC14,446$765K0.0%N/A0.072%
8/13/2025Cresset Asset Management LLC11,695$619K0.0%N/A0.058%
8/13/2025Trustmark Bank Trust Department14,779$783K0.1%+3.3%0.074%
8/12/2025Richmond Investment Services LLC44,554$2.36M0.5%+113.1%0.223%
8/12/2025J.W. Cole Advisors Inc.149,481$7.92M0.2%+7.3%0.747%
8/12/2025Steward 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%
8/12/2025AlphaCore Capital LLC11,374$602K0.0%+20.5%0.057%
8/12/2025MAI Capital Management10,721$568K0.0%+48.2%0.054%
8/11/2025TRUE Private Wealth Advisors360,791$19.10M2.1%+4.1%1.804%
8/11/2025Perennial Investment Advisors LLC6,455$342K0.0%-9.0%0.032%
8/11/2025Portside Wealth Group LLC5,682$301K0.0%+26.7%0.028%
8/11/2025Western Wealth Management LLC23,956$1.27M0.1%N/A0.120%
8/7/2025Mosaic Financial Group LLC7,062$374K0.3%+33.3%0.035%
8/7/2025Ascension Capital Advisors Inc.4,039$214K0.1%N/A0.020%
8/6/2025AE Wealth Management LLC176,198$9.33M0.1%-21.0%0.881%
8/6/2025Rovin Capital UT ADV16,913$896K0.3%+14.4%0.085%
8/6/2025Black Swift Group LLC22,435$1.19M0.2%-26.6%0.112%
8/6/2025Stonebridge Financial Planning Group LLC18,626$986K0.4%+73.1%0.093%
8/5/2025Milestone Asset Management LLC16,872$893K0.2%-7.2%0.084%
8/5/2025Optivise Advisory Services LLC11,702$620K0.3%+10.6%0.059%
8/4/2025Integrity Alliance LLC.79,564$4.21M0.2%-1.7%0.398%
8/4/2025Impact Partnership Wealth LLC12,592$667K0.1%N/A0.063%
8/4/2025Atria Investments Inc57,835$3.06M0.0%-17.9%0.289%
8/4/2025Assetmark Inc.2,923$155K0.0%-98.5%0.015%
8/4/2025Arkadios Wealth Advisors5,001$265K0.0%-44.5%0.025%
8/4/2025Deseret Mutual Benefit Administrators211,990$11.23M5.3%+23.5%1.060%
8/1/2025Winebrenner Capital Management LLC12,138$643K0.5%+41.8%0.061%
8/1/2025Ferguson Shapiro LLC323,062$17.11M5.8%+98.2%1.615%
8/1/2025Wealth Watch Advisors INC6,012$318K0.2%+5.6%0.030%
8/1/2025Envestnet Asset Management Inc.71,200$3.76M0.0%-85.3%0.356%
7/31/2025Trademark Financial Management LLC82,488$4.37M2.7%-7.2%0.412%
7/30/2025LifeWealth Investments LLC5,588$296K0.1%-6.6%0.028%
7/30/2025Freedom Investment Management Inc.4,770$253K0.0%-71.1%0.024%
7/30/2025Brookstone Capital Management286,458$15.17M0.2%-4.5%1.432%
7/29/2025Balboa Wealth Partners6,273$332K0.1%-5.6%0.031%
7/29/2025Independence Asset Advisors LLC1,099,620$58.22M36.2%+547.6%5.498%
7/29/2025Private Trust Co. NA1,250$66K0.0%N/A0.006%
7/29/2025Creekside Partners3,943$209K0.1%N/A0.020%
7/28/2025WealthPLAN Partners LLC166,043$8.79M1.4%-13.9%0.830%
7/28/2025WealthPlan Investment Management LLC312,471$16.55M1.2%+21.0%1.562%
7/28/2025Mutual Advisors LLC26,867$1.43M0.0%-0.7%0.134%
7/25/2025MGO One Seven LLC8,217$435K0.0%-7.2%0.041%
7/24/2025IFP Advisors Inc10,487$555K0.0%+9.7%0.052%
7/24/2025Lokken Investment Group LLC142,469$7.54M2.9%+2.8%0.712%
7/23/2025WESPAC Advisors LLC6,472$343K0.2%-89.2%0.032%
7/23/2025Sax Wealth Advisors LLC115,680$6.13M0.4%+1,592.7%0.578%
7/21/2025Ameritas Advisory Services LLC3,345$177K0.0%N/A0.017%
7/18/2025B.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%
7/18/2025Truist Financial Corp14,615$774K0.0%-5.5%0.073%
7/17/2025Trivium Point Advisory LLC16,371$867K0.1%+27.5%0.082%
7/17/2025Capital Investment Advisors LLC1,286,977$68.15M1.2%+14.7%6.435%
7/16/2025Beaumont Financial Advisors LLC210,615$11.15M0.8%-11.7%1.053%
7/16/2025Maridea 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%
7/15/2025Heritage Oak Wealth Advisors LLC11,976$634K0.2%-78.4%0.060%
7/15/2025Sheets Smith Wealth Management4,500$238K0.0%-6.3%0.023%
7/14/2025Chris Bulman Inc8,852$469K0.3%-3.9%0.044%
7/14/2025IronOak Wealth LLC.39,515$2.09M2.0%N/A0.198%
7/14/2025Sentinel Pension Advisors LLC154,157$8.16M1.4%+828.9%0.771%
7/14/2025Iams Wealth Management LLC11,981$634K0.3%-7.7%0.060%
7/14/2025Cathy 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%
7/10/2025Wealth Enhancement Advisory Services LLC154,672$8.19M0.0%N/A0.777%
7/10/2025Financial Management Network Inc.79,320$4.20M0.8%-1.6%0.399%
7/9/2025Breakwater Capital Group34,335$1.82M0.3%N/A0.173%
7/9/2025 Balefire LLC24,470$1.30M0.3%-1.8%0.123%
7/8/2025Goldstone Financial Group LLC4,061$215K0.0%N/A0.020%
7/8/2025 Gradient Investments LLC277,737$14.71M0.3%+0.8%1.396%
7/8/2025Lowe 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%
(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 10,477,737 shares in the last 24 months. This purchase volume represents approximately $553.88M in transactions.

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

Of the 58 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 3,457,464 shares in the last 24 months. This volume of shares sold represents approximately $182.93M in transactions.


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This page (NYSEARCA:CLOI) was last updated on 10/14/2025 by MarketBeat.com Staff
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