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VanEck CLO ETF (CLOI) Institutional Ownership

VanEck CLO ETF logo
$52.91 -0.01 (-0.02%)
As of 07/24/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
143
Total
Institutional Inflows
(last 12 months)
$440.68M
Number of
Institutional Sellers
(last 12 months)
70
Total
Institutional Outflows
(last 12 months)
$144.95M
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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
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%
6/10/2026FAS 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%
5/8/2026 Alpha 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%
5/2/2026 Castleview 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%
4/24/2026 Ferguson Shapiro LLC60,747$3.20M1.0%-19.4%0.244%
4/23/2026BXM Wealth LLC4,965$262K0.2%N/A0.020%
4/22/2026 Independence Asset Advisors LLC1,863,451$98.20M35.5%+17.2%7.484%
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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%
4/20/2026 Breakwater Capital Group32,745$1.73M0.2%-28.8%0.132%
4/20/2026 MinichMacGregor Wealth Management LLC4,465$235K0.0%N/A0.018%
4/17/2026Summit 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%
4/16/2026 CWC Advisors LLC.132,906$7.00M3.3%+0.7%0.534%
4/16/2026Balboa Wealth Partners5,722$302K0.1%-8.1%0.023%
4/16/2026 Sheets 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%
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%
2/13/2026Creekside Partners5,057$267K0.1%+28.3%0.020%
2/13/2026Arkadios Wealth Advisors6,036$319K0.0%+15.1%0.024%
2/13/2026Wells Fargo & Company MN705$37K0.0%N/A0.003%
2/13/2026Summit 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%
2/12/2026Richmond Investment Services LLC54,541$2.88M0.5%+51.8%0.215%
2/12/2026Commonwealth Equity Services LLC30,145$1.59M0.0%+138.6%0.119%
2/12/2026Elevation 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%
2/12/2026WealthPLAN Partners LLC159,184$8.41M1.3%-2.1%0.627%
2/11/2026Employees Retirement Fund of the City of Fort Worth226,600$11.97M5.4%N/A0.892%
2/11/2026LPL Financial LLC2,027,584$107.08M0.0%+26.1%7.983%
2/11/2026Syon Capital LLC668,090$35.28M1.8%-0.1%2.630%
2/11/2026OneAscent Wealth Management LLC83,507$4.41M1.5%+3.0%0.329%
2/11/2026OneAscent Financial Services LLC133,546$7.05M0.6%+78.4%0.526%
2/11/2026OneAscent Family Office LLC14,412$761K0.5%+51.4%0.057%
2/11/2026Pinebridge Investments LLC597,043$31.53M0.2%N/A2.351%
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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%
2/10/2026Ascension Capital Advisors Inc.3,999$211K0.1%N/A0.016%
2/10/2026Impact Partnership Wealth LLC30,415$1.61M0.2%+9.5%0.120%
2/9/2026Diversified Portfolios Inc.102,794$5.43M0.5%N/A0.405%
2/9/2026Allen Capital Group LLC38,439$2.03M0.2%+4.6%0.151%
2/6/2026Axxcess Wealth Management LLC257,195$13.58M0.1%N/A1.013%
2/6/2026Kingdom Financial Group LLC.2,784$147K0.0%N/A0.011%


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 Envestnet Asset Management Inc. ($464.17K).

Institutional investors have bought a total of 8,327,217 shares in the last 24 months. This purchase volume represents approximately $440.68M in transactions.

Of the 69 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), Envestnet Asset Management Inc. ($414.14K), Ferguson Shapiro LLC ($262.32K), Assetmark Inc. ($198.41K), Wealth Enhancement Advisory Services LLC ($152.97K), Syon Capital LLC ($123.12K), and Harvest Investment Services LLC ($102.84K).

Institutional investors have sold a total of 2,738,751 shares in the last 24 months. This volume of shares sold represents approximately $144.95M in transactions.


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This page (NYSEARCA:CLOI) was last updated on 7/25/2026 by MarketBeat.com Staff.
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