Who owns VANECK CLO ETF?
- Ticker: CLOI
- CUSIP Number: 92189h748
Tip: Access positions for across all investors
Analyze quarterly positions in Vaneck Clo Etf with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Vaneck Clo Etf stock
Who bought or sold VANECK CLO ETF this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| LPL Financial | 1.3M | $68M | 50% | Mar 2025 |
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| Capital Investment Advisors | 1.1M | $59M | 21% | Mar 2025 |
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| Syon Capital | 852k | $45M | 8% | Mar 2025 |
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| Orion Portfolio Solutions | 663k | $35M | -2% | Dec 2024 |
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| Redhawk Wealth Advisors | 636k | $34M | -33% | Mar 2025 |
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| Envestnet Asset Management | 485k | $26M | 602% | Mar 2025 |
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| Brookstone Capital Management | 300k | $16M | 31% | Mar 2025 |
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| Gradient Investments | 276k | $15M | 7% | Mar 2025 |
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| WealthPlan Investment Management | 258k | $14M | 0% | Mar 2025 |
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| Beaumont Financial Advisors | 239k | $13M | 11% | Mar 2025 |
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| HighTower Advisors | 231k | $12M | 100% | Dec 2024 |
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| AE Wealth Management | 225k | $12M | 100% | Dec 2024 |
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| TRUE Private Wealth Advisors | 207k | $11M | 31% | Dec 2024 |
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| Assetmark | 200k | $11M | 18% | Dec 2024 |
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| Feltz Wealth PLAN | 193k | $10M | 17% | Mar 2025 |
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| Clark Capital Management Group | 185k | $9.8M | 100% | Mar 2025 |
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| Deseret Mutual Benefit Administrators | 172k | $9.1M | 126% | Mar 2025 |
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| Independence Asset Advisors | 170k | $9.0M | 1751% | Mar 2025 |
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| Ferguson Shapiro | 163k | $8.6M | 69% | Mar 2025 |
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| RMB Capital Management | 163k | $8.6M | 1% | Mar 2025 |
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| Mml Investors Services | 156k | $8.2M | 8% | Dec 2024 |
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| Integras Partners | 142k | $7.5M | 5% | Mar 2025 |
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| J.w. Cole Advisors | 139k | $7.4M | 288% | Mar 2025 |
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| Lokken Investment Group | 139k | $7.3M | 8% | Mar 2025 |
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| Maridea Wealth Management | 134k | $7.1M | 100% | Mar 2025 |
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| CWC Advisors | 125k | $6.6M | 100% | Mar 2025 |
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| Geneos Wealth Management | 120k | $6.3M | 1147% | Mar 2025 |
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| Cambridge Investment Research Advisors | 100k | $5.3M | 428% | Mar 2025 |
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| Kovitz Investment Group Partners | 98k | $5.2M | 100% | Mar 2025 |
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| Jane Street | 96k | $5.1M | -13% | Mar 2025 |
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| Trademark Financial Management | 89k | $4.7M | 26% | Mar 2025 |
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| Wayfinding Financial | 88k | $4.6M | 100% | Mar 2025 |
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| Integrity Alliance | 81k | $4.3M | 100% | Mar 2025 |
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| Financial Management Network | 81k | $4.2M | 7% | Mar 2025 |
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| Harvest Investment Services | 75k | $3.9M | 19% | Dec 2024 |
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| Citadel Advisors | 73k | $3.8M | 206% | Mar 2025 |
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| Sugar Maple Asset Management | 70k | $3.7M | 12% | Mar 2025 |
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| Ancora Advisors | 63k | $3.3M | 20% | Dec 2024 |
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| IronOak Wealth | 60k | $3.2M | 100% | Dec 2024 |
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| WESPAC Advisors | 60k | $3.2M | 13% | Mar 2025 |
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| Jpmorgan Chase & Co | 60k | $3.1M | 100% | Mar 2025 |
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| Heritage Oak Wealth Advisors | 55k | $2.9M | 6% | Mar 2025 |
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| Mpwm Advisory Solutions | 50k | $2.6M | -14% | Mar 2025 |
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| Flow Traders US | 47k | $2.5M | 289% | Dec 2024 |
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| Visionary Wealth Advisors | 47k | $2.5M | 43% | Dec 2024 |
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| Castleview Partners | 44k | $2.3M | -11% | Mar 2025 |
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| TAP Consulting | 43k | $2.2M | 86% | Dec 2024 |
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| Advisor Group Holdings | 41k | $2.2M | 23% | Mar 2025 |
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| Sanctuary Advisors | 40k | $2.1M | 7% | Dec 2024 |
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| Coco Enterprises | 39k | $2.1M | 7% | Dec 2024 |
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| Townsquare Capital | 38k | $2.0M | 100% | Mar 2025 |
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| CoreCap Advisors | 36k | $1.9M | 4% | Mar 2025 |
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| Envestnet Portfolio Solutions | 36k | $1.9M | 119% | Mar 2025 |
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| PCG Wealth Advisors | 34k | $1.8M | -19% | Mar 2025 |
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| TCP Asset Management | 34k | $1.8M | 54% | Mar 2025 |
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| Allen Capital Group | 33k | $1.7M | 10% | Mar 2025 |
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| Gts Securities | 32k | $1.7M | 261% | Mar 2025 |
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| Atria Investments | 32k | $1.7M | 646% | Dec 2024 |
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| Black Swift Group | 31k | $1.6M | -7% | Mar 2025 |
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| Crossmark Global Holdings | 29k | $1.5M | 100% | Mar 2025 |
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| Advisor OS | 29k | $1.5M | 12% | Mar 2025 |
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| Arete Wealth Advisors | 29k | $1.5M | 2% | Mar 2025 |
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| Mutual Advisors | 27k | $1.4M | 19% | Mar 2025 |
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| CacheTech | 26k | $1.4M | 4% | Mar 2025 |
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| Adams Wealth Management | 26k | $1.4M | 4% | Mar 2025 |
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| B.O.S.S. Retirement Advisors | 26k | $1.4M | -5% | Mar 2025 |
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| Mercer Global Advisors | 26k | $1.4M | 2% | Mar 2025 |
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| VisionPoint Advisory Group | 25k | $1.3M | -36% | Mar 2025 |
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| IHT Wealth Management | 24k | $1.3M | 100% | Dec 2024 |
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| Armis Advisers | 23k | $1.2M | 100% | Mar 2025 |
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| Richmond Investment Services | 21k | $1.1M | 5% | Mar 2025 |
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| Milestone Asset Management | 18k | $961k | -9% | Mar 2025 |
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| Us Bancorp | 18k | $943k | 100% | Mar 2025 |
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| Sentinel Pension Advisors | 17k | $877k | 1% | Mar 2025 |
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| Eqis Capital Management | 17k | $875k | -19% | Dec 2024 |
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| Branch Banking & Trust Company | 16k | $818k | -8% | Mar 2025 |
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| Cathy Pareto & Associates | 15k | $789k | 100% | Mar 2025 |
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| Stratos Wealth Partners | 15k | $785k | 17% | Mar 2025 |
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| Financial Advisory Corp | 15k | $781k | 100% | Mar 2025 |
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| Trustmark National Bank - Trust Department | 14k | $756k | 17% | Mar 2025 |
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| Private Advisor | 14k | $722k | -10% | Mar 2025 |
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| Iams Wealth Management | 13k | $686k | 22% | Mar 2025 |
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| UBS Group | 11k | $598k | 100% | Mar 2025 |
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| Atria Wealth Solutions | 11k | $597k | 4% | Mar 2025 |
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| Stonebridge Financial Planning Group | 11k | $569k | 36% | Mar 2025 |
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| Optivise Advisory Services | 11k | $559k | 100% | Mar 2025 |
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| BEAM Asset Management | 10k | $537k | -8% | Mar 2025 |
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| Lowe fs | 10k | $527k | 106% | Mar 2025 |
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| IFP Advisors | 9.6k | $505k | 20% | Mar 2025 |
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| Global View Capital Management | 9.5k | $501k | -16% | Mar 2025 |
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| Warren Averett Asset Management | 9.4k | $498k | 20% | Dec 2024 |
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| AlphaCore Capital | 9.4k | $499k | 100% | Mar 2025 |
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| Chris Bulman | 9.2k | $487k | -4% | Mar 2025 |
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| Summit Wealth Partners | 9.1k | $483k | 100% | Mar 2025 |
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| Royal Bank of Canada | 9.0k | $476k | -80% | Mar 2025 |
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| Arkadios Wealth Advisors | 9.0k | $476k | 21% | Mar 2025 |
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| We Are One Seven | 8.9k | $468k | -3% | Mar 2025 |
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| Winebrenner Capital Management | 8.6k | $452k | 100% | Mar 2025 |
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| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8.5k | $449k | 0% | Mar 2025 |
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| Paradigm Financial Partners | 8.3k | $437k | -1% | Dec 2024 |
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| Strategic Blueprint | 7.5k | $396k | -2% | Mar 2025 |
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| MAI Wealth Advisors | 7.2k | $382k | 499% | Mar 2025 |
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| Balboa Wealth Partners | 6.6k | $351k | -1% | Mar 2025 |
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| K.J. Harrison & Partners | 6.5k | $342k | 100% | Mar 2025 |
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| TFB Advisors | 6.2k | $325k | 11% | Mar 2025 |
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| Hilltop Holdings | 6.0k | $318k | 100% | Mar 2025 |
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| LifeWealth Investments | 6.0k | $316k | 100% | Mar 2025 |
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| MONECO Advisors | 5.9k | $314k | 0% | Mar 2025 |
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| Perennial Investment Advisors | 5.8k | $307k | 25% | Dec 2024 |
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| Quest 10 Wealth Builders | 5.6k | $296k | 22% | Mar 2025 |
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| Fulcrum Equity Management | 5.5k | $290k | -12% | Mar 2025 |
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| Goss Wealth Management | 5.4k | $285k | 202% | Dec 2024 |
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| Mosaic Financial Group | 5.3k | $280k | 100% | Mar 2025 |
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| Harbour Investments | 5.2k | $274k | 813% | Mar 2025 |
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| Simplicity Wealth | 4.9k | $261k | 100% | Mar 2025 |
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| Sheets Smith Wealth Management | 4.8k | $254k | 7% | Mar 2025 |
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| Sigma Planning | 4.7k | $250k | 100% | Mar 2025 |
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| Portside Wealth Group | 4.5k | $237k | 100% | Mar 2025 |
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| H D Vest Advisory Services | 4.5k | $236k | 100% | Dec 2024 |
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| RWM Asset Management | 4.3k | $227k | -7% | Mar 2025 |
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| Sunbelt Securities | 3.7k | $196k | -20% | Mar 2025 |
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| Mattson Financial Services | 2.9k | $154k | 18% | Mar 2025 |
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| Park Square Financial Group | 2.7k | $141k | 0% | Mar 2025 |
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| Continuum Advisory | 2.6k | $139k | 7% | Mar 2025 |
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| Hanson McClain Advisors | 2.6k | $137k | 100% | Mar 2025 |
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| Financial Advisory Service | 1.7k | $89k | 52% | Mar 2025 |
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| Morgan Stanley | 1.7k | $108k | 100% | Dec 2024 |
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| Jones Financial Companies, L.L | 1.7k | $88k | 100% | Mar 2025 |
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| Atlantic Trust | 1.6k | $86k | -23% | Dec 2024 |
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| Kiker Wealth Management | 1.4k | $73k | 100% | Mar 2025 |
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| FSA Wealth Management | 1.2k | $63k | 20% | Mar 2025 |
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| GeoWealth Management | 1.2k | $61k | 100% | Dec 2024 |
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| Transce3nd | 1.1k | $57k | -1% | Mar 2025 |
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| Fwl Investment Management | 990.00 | $52k | 100% | Dec 2024 |
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| Brian McDonald | 745.00 | $39k | 22% | Mar 2025 |
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| Raleigh Capital Management | 622.00 | $33k | 100% | Mar 2025 |
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| Coldstream Capital Management | 544.00 | $29k | 100% | Mar 2025 |
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| Richardson Financial Services | 524.00 | $28k | 100% | Mar 2025 |
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| Van Eck Associates Corp. | 452.00 | $24k | 3% | Mar 2025 |
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| Steward Partners Investment Advisory | 434.00 | $23k | 100% | Dec 2024 |
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| Fifth Third Bancorp | 375.00 | $20k | 0% | Mar 2025 |
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| Principal Securities | 362.00 | $19k | 0% | Mar 2025 |
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| Salem Investment Counselors | 300.00 | $16k | 0% | Mar 2025 |
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| Global Retirement Partners | 272.00 | $14k | -25% | Dec 2024 |
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| CWM | 251.00 | $13k | 1% | Mar 2025 |
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| Massmutual Trust | 237.00 | $13k | 0% | Mar 2025 |
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| Valley National Advisers | 205.00 | $10k | 0% | Mar 2025 |
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| Pineridge Advisors | 182.00 | $9.6k | 50% | Mar 2025 |
|
| Spire Wealth Management | 54.00 | $2.9k | 100% | Mar 2025 |
|
Who sold out of Vaneck Clo Etf?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Goldman Sachs Group | Dec 2024 | 299k | $16M |
| Prudential Financial | Sep 2024 | 68k | $3.6M |
| Independent Advisor Alliance | Dec 2024 | 52k | $2.8M |
| SFG Wealth Management | Dec 2024 | 28k | $1.5M |
| Thrivent Financial for Lutherans | Dec 2024 | 15k | $766k |
| Symphony Financial | Dec 2024 | 12k | $617k |
| Ameritas Advisory Services | Dec 2024 | 10k | $537k |
| Kingsview Wealth Management | Dec 2024 | 7.2k | $381k |
| Authentikos Wealth Advisory | Dec 2024 | 4.8k | $255k |
| NorthRock Partners | Dec 2024 | 4.4k | $234k |
| National Asset Management | Sep 2024 | 3.9k | $205k |
| Centaurus Financial | Sep 2024 | 2.6k | $136k |
| PSI Advisors | Dec 2024 | 802.00 | $42k |
| Coppell Advisory Solutions | Dec 2024 | 150.00 | $7.9k |