Free Trial
→ Louis Navellier: My #1 AI stock for 2026 (name & ticker inside) (From InvestorPlace) (Ad)tc pixel Free CLOI Stock Alerts

VanEck CLO ETF (CLOI) Institutional Ownership

VanEck CLO ETF logo
$52.85 -0.02 (-0.04%)
Closing price 04:10 PM Eastern
Extended Trading
$52.85 0.00 (0.00%)
As of 07:30 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 Massive. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for VanEck CLO ETF (NYSEARCA:CLOI)

Number of
Institutional Buyers
(last 12 months)
145
Total
Institutional Inflows
(last 12 months)
$380.28M
Number of
Institutional Sellers
(last 12 months)
57
Total
Institutional Outflows
(last 12 months)
$73.50M
Get CLOI Insider Trade Alerts

Want to know when executives and insiders are buying or selling VanEck CLO ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

CLOI Institutional Buying and Selling by Quarter

VanEck CLO ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/13/2026Sax Wealth Advisors LLC562,168$29.78M0.8%+40.3%1.751%
10/10/2026Castleview Partners LLC8,376$444K0.2%-28.3%0.027%
10/9/2026GK Wealth Management LLC4,588$243K0.1%N/A0.015%
10/9/2026Balefire LLC7,647$405K0.1%-74.8%0.024%
10/9/2026Breakwater Capital Group45,530$2.41M0.3%+17.7%0.145%
10/9/2026First Heartland Consultants Inc.6,106$323K0.0%N/A0.020%
10/9/2026Galvin Gaustad & Stein LLC55,739$2.95M0.2%+9.6%0.178%
10/8/2026Farther Finance Advisors LLC19,452$1.03M0.0%+16.6%0.062%
10/8/2026CoreCap Advisors LLC13,556$718K0.0%-89.2%0.043%
10/8/2026Gradient Investments LLC273,174$14.47M0.2%N/A0.873%
10/8/2026Tactive Advisors LLC4,538$240K0.1%N/A0.014%
10/8/2026Winebrenner Capital Management LLC45,329$2.40M1.5%-3.6%0.145%
9/23/2026Envestnet Asset Management Inc.189,420$10.03M0.0%+113.0%0.607%
9/9/2026Tidal Investments LLC53,838$2.85M0.0%N/A0.189%
9/9/2026Integrated Wealth Concepts LLC1,832$97K0.0%N/A0.006%
9/9/2026RFG Advisory LLC8,193$434K0.0%N/A0.029%
9/9/2026NewEdge Advisors LLC29,164$1.54M0.0%-7.2%0.102%
9/9/2026IFP Advisors Inc18,159$962K0.0%+154.3%0.064%
9/8/2026Waverly Advisors LLC19,869$1.05M0.0%+4.8%0.070%
9/2/2026Citadel Advisors LLC5,770$306K0.0%-86.4%0.020%
8/27/2026Tucker Asset Management LLC1,506$80K0.0%+1,651.2%0.005%
8/23/2026Ameritas Advisory Services LLC3,721$197K0.0%N/A0.013%
8/23/2026PCG Wealth Advisors LLC17,367$920K0.2%-30.2%0.061%
8/23/2026Echo45 Advisors LLC55,022$2.82M1.5%+647.6%0.193%
8/23/2026Kraematon Investment Advisors Inc.81,023$4.16M3.1%+3.4%0.284%
8/23/2026Hutchens & Kramer Investment Management Group LLC12,039$637K0.2%N/A0.042%
8/22/2026Compass Financial Management LLC12,449$659K0.1%N/A0.044%
8/22/2026Concurrent Investment Advisors LLC24,738$1.31M0.0%N/A0.087%
8/12/2026Compass Financial Management LLC12,449$659K0.1%N/A0.044%
7/10/2026Fulcrum Equity Management12,383$656K0.5%N/A0.045%
7/10/2026Redhawk Wealth Advisors Inc.5,603$297K0.0%+15.9%0.020%
7/10/2026Bay Colony Advisory Group Inc d b a Bay Colony Advisors11,229$595K0.1%N/A0.041%
7/9/2026Ferguson Shapiro LLC96,010$5.08M1.5%+58.0%0.349%
7/9/2026World Equity Group Inc.8,680$460K0.1%N/A0.032%
7/9/2026Sax Wealth Advisors LLC400,699$21.12M0.8%+11.3%1.457%
7/9/2026Breakwater Capital Group38,688$2.05M0.2%+18.1%0.141%
7/8/2026Gradient Investments LLC275,289$14.58M0.2%+2.6%1.001%
7/7/2026Balefire LLC30,289$1.60M0.3%+88.9%0.112%
7/7/2026Dynamic Advisor Solutions LLC13,932$738K0.0%+39.2%0.051%
7/7/2026CoreCap Advisors LLC125,174$6.63M0.2%+18,981.4%0.462%
Ticker Revealed: Pre-IPO Access to "Next Elon Musk" Company (Ad)

We’ve found The Next Elon Musk… and what we believe to be the next Tesla. It’s already racked up $26 billion in government contracts. Peter Thiel just bet $1 Billion on it.tc pixel

👉 Unlock the ticker now and get it completely free.
6/10/2026FAS Wealth Partners Inc.2,389$126K0.0%+38.8%0.010%
6/3/2026NewEdge Advisors LLC31,418$1.66M0.0%-5.8%0.126%
5/27/2026Allen Capital Group LLC38,232$2.02M0.2%-0.5%0.153%
5/20/2026Arete Wealth Advisors LLC50,878$2.68M0.2%-48.0%0.204%
5/19/2026Western Wealth Management LLC61,476$3.24M0.1%+84.6%0.246%
5/19/2026Arkadios Wealth Advisors7,608$401K0.0%+26.0%0.030%
5/19/2026Arete Wealth Advisors LLC50,878$2.68M0.2%-48.0%0.204%
5/18/2026Royal Bank of Canada65,206$3.44M0.0%+71.5%0.261%
5/15/2026Wealth Watch Advisors INC7,800$411K0.2%+13.7%0.031%
5/14/2026Ascension Capital Advisors Inc.4,780$252K0.1%+19.5%0.019%
5/12/2026CacheTech Inc.50,158$2.64M0.5%-6.5%0.201%
5/8/2026Alpha Zero LLC158,268$8.34M4.2%N/A0.633%
5/6/2026Assetmark Inc.1,810$95K0.0%-32.5%0.007%
5/5/2026Beaumont Financial Advisors LLC223,533$11.78M0.8%+8.5%0.894%
5/5/2026Geneos Wealth Management Inc.195,715$10.31M0.2%+24.7%0.783%
5/5/2026Sanctuary Advisors LLC62,142$3.28M0.0%+79.3%0.249%
5/2/2026Castleview Partners LLC18,171$958K0.5%+22.2%0.073%
5/1/2026Fifth Third Bancorp612$32K0.0%N/A0.002%
4/30/2026Kestra Advisory Services LLC69,938$3.69M0.0%+3,328.3%0.280%
4/29/2026Richmond Investment Services LLC41,264$2.18M0.4%-24.3%0.165%
4/29/2026WealthPLAN Partners LLC161,642$8.52M1.6%+1.5%0.647%
4/28/2026Koshinski Asset Management Inc.55,208$2.91M0.2%-46.3%0.221%
4/27/2026Private Advisor Group LLC44,063$2.32M0.0%+44.9%0.176%
4/27/2026Trademark Financial Management LLC77,766$4.10M2.0%-15.1%0.311%
4/27/2026Elevation Point Wealth Partners LLC31,136$1.64M0.0%+13.5%0.125%
4/24/2026Impact Partnership Wealth LLC37,083$1.95M0.2%+21.9%0.149%
4/24/2026Ferguson Shapiro LLC60,747$3.20M1.0%-19.4%0.244%
4/23/2026BXM Wealth LLC4,965$262K0.2%N/A0.020%
4/22/2026Independence Asset Advisors LLC1,863,451$98.20M35.5%+17.2%7.484%
4/22/2026Cornerstone Wealth Group LLC80,957$4.26M0.3%+6.2%0.325%
4/21/2026Maridea Wealth Management LLC162,257$8.55M1.2%+2.1%0.652%
4/21/2026Sugar Maple Asset Management LLC76,231$4.02M2.4%-1.7%0.306%
4/20/2026Kestra Private Wealth Services LLC102,809$5.42M0.1%+28.1%0.413%
4/20/2026Breakwater Capital Group32,745$1.73M0.2%-28.8%0.132%
4/20/2026MinichMacGregor Wealth Management LLC4,465$235K0.0%N/A0.018%
4/17/2026Summit Wealth Partners LLC4,985$263K0.0%-40.6%0.020%
4/17/2026Financial Management Network Inc.129,560$6.81M1.0%+23.2%0.520%
4/16/2026CWC Advisors LLC.132,906$7.00M3.3%+0.7%0.534%
4/16/2026Balboa Wealth Partners5,722$302K0.1%-8.1%0.023%
4/16/2026Sheets Smith Wealth Management8,275$436K0.0%-9.8%0.033%
2/20/2026Kovitz Investment Group Partners LLC43,922$2.32M0.1%-2.6%0.173%
2/19/2026Axxcess Wealth Management LLC255,648$13.50M0.2%N/A1.006%
2/18/2026Mercer Global Advisors Inc. ADV14,018$740K0.0%-45.4%0.055%
2/18/2026CacheTech Inc.53,664$2.83M0.5%-8.0%0.211%
2/18/2026NewEdge Advisors LLC33,357$1.76M0.0%-48.6%0.131%
2/18/2026Adams Wealth Management53,664$2.83M0.6%-8.0%0.211%
2/18/2026IHT Wealth Management LLC20,332$1.07M0.0%-8.7%0.080%
2/17/2026Equitable Holdings Inc.5,103$269K0.0%+27.4%0.020%
2/17/2026Wealth Watch Advisors INC6,861$362K0.1%+25.1%0.027%
2/17/2026Osaic Holdings Inc.101,291$5.35M0.0%+54.8%0.399%
Your book attached (Ad)

Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time through a temporary download link. He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing.tc pixel

Download the Safe Trade Options Formula book for free before access closes
2/17/2026&PARTNERS13,081$691K0.0%-5.5%0.052%
2/17/2026Royal Bank of Canada38,014$2.01M0.0%-45.2%0.150%
2/16/2026Piedmont Capital Management LLC53,776$2.84M1.4%+9.1%0.212%
2/16/2026MML Investors Services LLC194,165$10.25M0.0%+0.6%0.764%
2/16/2026Ariadne Wealth Management LP12,353$653K0.3%N/A0.049%
2/13/2026Arete Wealth Advisors LLC97,801$5.17M0.3%+0.2%0.385%
2/13/2026Kestra Advisory Services LLC2,040$108K0.0%-65.6%0.008%
2/13/2026Visionary Wealth Advisors5,416$286K0.0%-42.0%0.021%
2/13/2026UMB Bank n.a.14,700$776K0.0%+37.4%0.058%
2/13/2026Stifel Financial Corp129,848$6.86M0.0%+2.0%0.511%


CLOI Institutional Ownership - Frequently Asked Questions

During the previous two years, 230 institutional investors and hedge funds held shares of VanEck CLO ETF. The most heavily invested institutionals were LPL Financial LLC ($107.08M), Independence Asset Advisors LLC ($98.20M), Capital Investment Advisors LLC ($82.58M), Syon Capital LLC ($35.28M), Orion Portfolio Solutions LLC ($34.99M), Orion Porfolio Solutions LLC ($32.09M), and Pinebridge Investments LLC ($31.53M).Learn more on VanEck CLO ETF's institutional investors.

Of the 221 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: Independence Asset Advisors LLC ($1.86M), Capital Investment Advisors LLC ($1.56M), LPL Financial LLC ($988.80K), Redhawk Wealth Advisors Inc. ($944.78K), Pinebridge Investments LLC ($597.04K), Sax Wealth Advisors LLC ($564.54K), and Envestnet Asset Management Inc. ($522.36K).

Institutional investors have bought a total of 7,186,427 shares in the last 24 months. This purchase volume represents approximately $380.28M in transactions.

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: Ferguson Shapiro LLC ($262.32K), Wealth Enhancement Advisory Services LLC ($152.97K), Syon Capital LLC ($123.12K), CoreCap Advisors LLC ($112.29K), Harvest Investment Services LLC ($102.84K), Arete Wealth Advisors LLC ($93.85K), and Koshinski Asset Management Inc. ($47.58K).

Institutional investors have sold a total of 1,389,504 shares in the last 24 months. This volume of shares sold represents approximately $73.50M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:CLOI is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/13/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Trump's New Dollar
Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. doll...
Porter & Company | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
The end may be near for these iconic stocks
Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are ...
Chaikin Analytics | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Bank of America: 'Digital Dollar Inevitable'
Bank of America just revealed your expiration date. In their Bloomberg interview, they didn't just predict the...
Decentralized Masters | Sponsoredtc pixel