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VanEck CLO ETF (CLOI) Institutional Ownership

VanEck CLO ETF logo
$52.86 +0.01 (+0.02%)
As of 01:34 PM Eastern
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Institutional Ownership Changes (13F Filings) for VanEck CLO ETF (NYSEARCA:CLOI)

Number of
Institutional Buyers
(last 12 months)
136
Total
Institutional Inflows
(last 12 months)
$355.16M
Number of
Institutional Sellers
(last 12 months)
60
Total
Institutional Outflows
(last 12 months)
$102.11M
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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
8/12/2026 Compass Financial Management LLC12,449$659K0.1%N/A0.044%
7/10/2026 Fulcrum Equity Management12,383$656K0.5%N/A0.045%
7/10/2026 Redhawk Wealth Advisors Inc.5,603$297K0.0%+15.9%0.020%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors11,229$595K0.1%N/A0.041%
7/9/2026 Ferguson Shapiro LLC96,010$5.08M1.5%+58.0%0.349%
7/9/2026 World Equity Group Inc.8,680$460K0.1%N/A0.032%
7/9/2026 Sax Wealth Advisors LLC400,699$21.12M0.8%+11.3%1.457%
7/9/2026 Breakwater Capital Group38,688$2.05M0.2%+18.1%0.141%
7/8/2026 Gradient Investments LLC275,289$14.58M0.2%+2.6%1.001%
7/7/2026 Balefire LLC30,289$1.60M0.3%+88.9%0.112%
7/7/2026 Dynamic Advisor Solutions LLC13,932$738K0.0%+39.2%0.051%
7/7/2026 CoreCap Advisors LLC125,174$6.63M0.2%+18,981.4%0.462%
6/10/2026 FAS Wealth Partners Inc.2,389$126K0.0%+38.8%0.010%
6/3/2026 NewEdge Advisors LLC31,418$1.66M0.0%-5.8%0.126%
5/27/2026 Allen Capital Group LLC38,232$2.02M0.2%-0.5%0.153%
5/20/2026 Arete 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%
5/19/2026 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%
5/18/2026Royal Bank of Canada65,206$3.44M0.0%+71.5%0.261%
5/15/2026Wealth Watch Advisors INC7,800$411K0.2%+13.7%0.031%
5/14/2026 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%
5/5/2026Sanctuary 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%
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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%
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%
2/18/2026IHT 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%
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%
2/16/2026 MML Investors Services LLC194,165$10.25M0.0%+0.6%0.764%
2/16/2026Ariadne Wealth Management LP12,353$653K0.3%N/A0.049%
2/13/2026 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%
2/13/2026Visionary Wealth Advisors5,416$286K0.0%-42.0%0.021%
2/13/2026UMB Bank n.a.14,700$776K0.0%+37.4%0.058%
2/13/2026 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%
2/13/2026Wells Fargo & Company MN705$37K0.0%N/A0.003%
2/13/2026 Summit Financial LLC39,591$2.09M0.0%-0.7%0.156%
2/12/2026Jane Street Group LLC43,427$2.29M0.0%N/A0.171%
2/12/2026Orion 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%
2/12/2026Steward Partners Investment Advisory LLC30,957$1.64M0.0%+161.5%0.122%
2/12/2026Moneta 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%
2/11/2026Syon 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%
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2/11/2026Pinebridge 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%
2/11/2026Deseret Mutual Benefit Administrators277,556$14.66M6.3%-4.7%1.093%
2/10/2026Goldman Sachs Group Inc.270,211$14.27M0.0%+64.8%1.064%
2/10/2026Natixis 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%
2/9/2026 Allen 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%


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 213 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), Axxcess Wealth Management LLC ($512.84K), and Syon Capital LLC ($455.31K).

Institutional investors have bought a total of 6,712,145 shares in the last 24 months. This purchase volume represents approximately $355.16M in transactions.

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: Orion Porfolio Solutions LLC ($683.85K), Ferguson Shapiro LLC ($262.32K), Wealth Enhancement Advisory Services LLC ($152.97K), Syon Capital LLC ($123.12K), 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 1,929,707 shares in the last 24 months. This volume of shares sold represents approximately $102.11M 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 8/12/2026. New 13F filings are added each quarter as they're published.
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