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VanEck CLO ETF (CLOI) Institutional Ownership

VanEck CLO ETF logo
$52.92 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern
Compare

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)
$462.08M
Number of
Institutional Sellers
(last 12 months)
73
Total
Institutional Outflows
(last 12 months)
$185.63M
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Skip Chart & View Institutional Buying and Selling Data

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
5/20/2026 Arete Wealth Advisors LLC50,878$2.68M0.2%-48.0%0.204%
5/19/2026 Western Wealth Management LLC61,476$3.24M0.1%+84.6%0.246%
5/19/2026 Arkadios Wealth Advisors7,608$401K0.0%+26.0%0.030%
5/19/2026 Arete Wealth Advisors LLC50,878$2.68M0.2%-48.0%0.204%
5/18/2026 Royal Bank of Canada65,206$3.44M0.0%+71.5%0.261%
5/15/2026 Wealth Watch Advisors INC7,800$411K0.2%+13.7%0.031%
5/14/2026 Ascension Capital Advisors Inc.4,780$252K0.1%+19.5%0.019%
5/12/2026 CacheTech Inc.50,158$2.64M0.5%-6.5%0.201%
5/8/2026 Alpha Zero LLC158,268$8.34M4.2%N/A0.633%
5/6/2026 Assetmark Inc.1,810$95K0.0%-32.5%0.007%
5/5/2026 Beaumont Financial Advisors LLC223,533$11.78M0.8%+8.5%0.894%
5/5/2026 Geneos Wealth Management Inc.195,715$10.31M0.2%+24.7%0.783%
5/5/2026 Sanctuary Advisors LLC62,142$3.28M0.0%+79.3%0.249%
5/2/2026 Castleview Partners LLC18,171$958K0.5%+22.2%0.073%
5/1/2026 Fifth Third Bancorp612$32K0.0%N/A0.002%
4/30/2026 Kestra Advisory Services LLC69,938$3.69M0.0%+3,328.3%0.280%
4/29/2026 Richmond Investment Services LLC41,264$2.18M0.4%-24.3%0.165%
4/29/2026 WealthPLAN Partners LLC161,642$8.52M1.6%+1.5%0.647%
4/28/2026 Koshinski Asset Management Inc.55,208$2.91M0.2%-46.3%0.221%
4/27/2026 Private Advisor Group LLC44,063$2.32M0.0%+44.9%0.176%
4/27/2026 Trademark Financial Management LLC77,766$4.10M2.0%-15.1%0.311%
4/27/2026 Elevation Point Wealth Partners LLC31,136$1.64M0.0%+13.5%0.125%
4/24/2026 Impact Partnership Wealth LLC37,083$1.95M0.2%+21.9%0.149%
4/24/2026 Ferguson Shapiro LLC60,747$3.20M1.0%-19.4%0.244%
4/23/2026 BXM Wealth LLC4,965$262K0.2%N/A0.020%
4/22/2026 Independence Asset Advisors LLC1,863,451$98.20M35.5%+17.2%7.484%
4/22/2026 Cornerstone Wealth Group LLC80,957$4.26M0.3%+6.2%0.325%
4/21/2026 Maridea Wealth Management LLC162,257$8.55M1.2%+2.1%0.652%
4/21/2026 Sugar Maple Asset Management LLC76,231$4.02M2.4%-1.7%0.306%
4/20/2026 Kestra Private Wealth Services LLC102,809$5.42M0.1%+28.1%0.413%
4/20/2026 Breakwater Capital Group32,745$1.73M0.2%-28.8%0.132%
4/20/2026 MinichMacGregor Wealth Management LLC4,465$235K0.0%N/A0.018%
4/17/2026 Summit Wealth Partners LLC4,985$263K0.0%-40.6%0.020%
4/17/2026 Financial Management Network Inc.129,560$6.81M1.0%+23.2%0.520%
4/16/2026 CWC Advisors LLC.132,906$7.00M3.3%+0.7%0.534%
4/16/2026 Balboa Wealth Partners5,722$302K0.1%-8.1%0.023%
4/16/2026 Sheets Smith Wealth Management8,275$436K0.0%-9.8%0.033%
2/20/2026 Kovitz Investment Group Partners LLC43,922$2.32M0.1%-2.6%0.173%
2/19/2026 Axxcess Wealth Management LLC255,648$13.50M0.2%N/A1.006%
2/18/2026 Mercer Global Advisors Inc. ADV14,018$740K0.0%-45.4%0.055%
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2/18/2026 CacheTech Inc.53,664$2.83M0.5%-8.0%0.211%
2/18/2026 NewEdge Advisors LLC33,357$1.76M0.0%-48.6%0.131%
2/18/2026 Adams Wealth Management53,664$2.83M0.6%-8.0%0.211%
2/18/2026 IHT Wealth Management LLC20,332$1.07M0.0%-8.7%0.080%
2/17/2026 Equitable Holdings Inc.5,103$269K0.0%+27.4%0.020%
2/17/2026 Wealth Watch Advisors INC6,861$362K0.1%+25.1%0.027%
2/17/2026 Osaic Holdings Inc.101,291$5.35M0.0%+54.8%0.399%
2/17/2026 &PARTNERS13,081$691K0.0%-5.5%0.052%
2/17/2026 Royal Bank of Canada38,014$2.01M0.0%-45.2%0.150%
2/16/2026 Piedmont Capital Management LLC53,776$2.84M1.4%+9.1%0.212%
2/16/2026 MML Investors Services LLC194,165$10.25M0.0%+0.6%0.764%
2/16/2026 Ariadne Wealth Management LP12,353$653K0.3%N/A0.049%
2/13/2026 Arete Wealth Advisors LLC97,801$5.17M0.3%+0.2%0.385%
2/13/2026 Kestra Advisory Services LLC2,040$108K0.0%-65.6%0.008%
2/13/2026 Visionary Wealth Advisors5,416$286K0.0%-42.0%0.021%
2/13/2026 UMB Bank n.a.14,700$776K0.0%+37.4%0.058%
2/13/2026 Stifel Financial Corp129,848$6.86M0.0%+2.0%0.511%
2/13/2026 Creekside Partners5,057$267K0.1%+28.3%0.020%
2/13/2026 Arkadios Wealth Advisors6,036$319K0.0%+15.1%0.024%
2/13/2026 Wells Fargo & Company MN705$37K0.0%N/A0.003%
2/13/2026 Summit Financial LLC39,591$2.09M0.0%-0.7%0.156%
2/12/2026 Jane Street Group LLC43,427$2.29M0.0%N/A0.171%
2/12/2026 Orion Porfolio Solutions LLC607,560$32.09M0.2%-2.6%2.392%
2/12/2026 Richmond Investment Services LLC54,541$2.88M0.5%+51.8%0.215%
2/12/2026 Commonwealth Equity Services LLC30,145$1.59M0.0%+138.6%0.119%
2/12/2026 Elevation Point Wealth Partners LLC27,422$1.45M0.1%+7.3%0.108%
2/12/2026 Steward Partners Investment Advisory LLC30,957$1.64M0.0%+161.5%0.122%
2/12/2026 Moneta Group Investment Advisors LLC229,940$12.14M0.1%+4.8%0.905%
2/12/2026 WealthPLAN Partners LLC159,184$8.41M1.3%-2.1%0.627%
2/11/2026 Employees Retirement Fund of the City of Fort Worth226,600$11.97M5.4%N/A0.892%
2/11/2026 LPL Financial LLC2,027,584$107.08M0.0%+26.1%7.983%
2/11/2026 Syon Capital LLC668,090$35.28M1.8%-0.1%2.630%
2/11/2026 OneAscent Wealth Management LLC83,507$4.41M1.5%+3.0%0.329%
2/11/2026 OneAscent Financial Services LLC133,546$7.05M0.6%+78.4%0.526%
2/11/2026 OneAscent Family Office LLC14,412$761K0.5%+51.4%0.057%
2/11/2026 Pinebridge Investments LLC597,043$31.53M0.2%N/A2.351%
2/11/2026 J.W. Cole Advisors Inc.156,058$8.24M0.2%+0.2%0.614%
2/11/2026 Deseret Mutual Benefit Administrators277,556$14.66M6.3%-4.7%1.093%
2/10/2026 Goldman Sachs Group Inc.270,211$14.27M0.0%+64.8%1.064%
2/10/2026 Natixis Advisors LLC10,398$549K0.0%N/A0.041%
2/10/2026 Ascension Capital Advisors Inc.3,999$211K0.1%N/A0.016%
2/10/2026 Impact Partnership Wealth LLC30,415$1.61M0.2%+9.5%0.120%
2/9/2026 Diversified Portfolios Inc.102,794$5.43M0.5%N/A0.405%
2/9/2026Allen Capital Group LLC38,439$2.03M0.2%+4.6%0.151%
2/6/2026 Axxcess Wealth Management LLC257,195$13.58M0.1%N/A1.013%
2/6/2026 Kingdom Financial Group LLC.2,784$147K0.0%N/A0.011%
2/6/2026 IFP Advisors Inc5,662$299K0.0%+44.7%0.022%
2/6/2026 HighTower Advisors LLC321,035$16.95M0.0%+2.1%1.264%
2/5/2026 L & S Advisors Inc5,056$267K0.0%N/A0.020%
2/5/2026 WealthPlan Investment Management LLC282,187$14.90M0.9%-12.8%1.111%
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2/5/2026 Thrivent Financial for Lutherans99,552$5.26M0.0%N/A0.392%
2/5/2026 PCG Wealth Advisors LLC27,305$1.44M0.4%-6.6%0.108%
2/5/2026 Western Wealth Management LLC33,304$1.76M0.1%+10.0%0.131%
2/5/2026 Allworth Financial LP3,814$201K0.0%+43.2%0.015%
2/5/2026 Stonebridge Financial Planning Group LLC27,121$1.43M0.5%+9.0%0.107%
2/4/2026 Advisor OS LLC41,313$2.18M0.2%+9.1%0.163%
2/3/2026 Koshinski Asset Management Inc.102,783$5.43M0.3%+50.6%0.405%
2/2/2026 FWG Holdings LLC6,388$339K0.1%N/A0.025%
2/2/2026 Truist Financial Corp12,384$654K0.0%+14.3%0.049%
2/2/2026 B.O.S.S. Retirement Advisors LLC5,993$316K0.1%-69.8%0.024%


CLOI Institutional Ownership - Frequently Asked Questions

During the previous two years, 221 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 212 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. ($944.01K), Pinebridge Investments LLC ($597.04K), Axxcess Wealth Management LLC ($512.84K), and Envestnet Asset Management Inc. ($464.17K).

Institutional investors have bought a total of 8,731,390 shares in the last 24 months. This purchase volume represents approximately $462.08M in transactions.

Of the 73 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: Orion Porfolio Solutions LLC ($683.85K), Redhawk Wealth Advisors Inc. ($631.68K), Envestnet Asset Management Inc. ($414.14K), Ferguson Shapiro LLC ($262.32K), Assetmark Inc. ($198.41K), Wealth Enhancement Advisory Services LLC ($152.97K), and Syon Capital LLC ($123.12K).

Institutional investors have sold a total of 3,507,026 shares in the last 24 months. This volume of shares sold represents approximately $185.63M in transactions.


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This page (NYSEARCA:CLOI) was last updated on 5/25/2026 by MarketBeat.com Staff.
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