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 |
|---|---|---|---|---|---|
| Independence Asset Advisors | 1.9M | $98M | 17% | Mar 2026 |
|
| LPL Financial | 1.8M | $94M | -12% | Mar 2026 |
|
| Capital Investment Advisors | 1.7M | $88M | 6% | Mar 2026 |
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| Syon Capital | 668k | $35M | 0% | Dec 2025 |
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| CLS Investments | 608k | $32M | -3% | Dec 2025 |
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| Sax Wealth Advisors | 360k | $19M | -1% | Mar 2026 |
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| TRUE Private Wealth Advisors | 358k | $19M | 6% | Dec 2025 |
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| Deseret Mutual Benefit Administrators | 337k | $18M | 21% | Mar 2026 |
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| Goldman Sachs Group | 270k | $14M | 65% | Dec 2025 |
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| Gradient Investments | 268k | $14M | 0% | Mar 2026 |
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| Harwood Advisory | 259k | $14M | 0% | Mar 2026 |
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| AE Wealth Management | 244k | $13M | 8% | Dec 2025 |
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| Moneta Group Investment Advisors | 230k | $12M | 5% | Dec 2025 |
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| Employees' Retirement Fund of the City of Fort Worth | 227k | $12M | 100% | Dec 2025 |
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| Beaumont Financial Advisors | 224k | $12M | 9% | Mar 2026 |
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| Cambridge Investment Research Advisors | 220k | $12M | 19% | Mar 2026 |
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| WealthPlan Investment Management | 201k | $11M | -29% | Mar 2026 |
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| Geneos Wealth Management | 196k | $10M | 25% | Mar 2026 |
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| Mml Investors Services | 186k | $9.8M | -4% | Mar 2026 |
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| Jones Financial Companies, L.L | 169k | $8.9M | 98% | Dec 2025 |
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| RMB Capital Management | 169k | $8.9M | 5% | Dec 2025 |
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| Maridea Wealth Management | 162k | $8.6M | 2% | Mar 2026 |
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| Feltz Wealth PLAN | 162k | $8.5M | 2% | Mar 2026 |
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| Integras Partners | 161k | $8.5M | 3% | Dec 2025 |
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| Alpha Zero | 158k | $8.3M | 100% | Mar 2026 |
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| OneAscent Financial Services | 152k | $8.0M | 14% | Mar 2026 |
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| CWC Advisors | 133k | $7.0M | 1% | Mar 2026 |
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| Stifel Financial | 130k | $6.9M | 2% | Dec 2025 |
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| Tandem Financial | 130k | $6.8M | 100% | Mar 2026 |
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| Financial Management Network | 130k | $6.8M | 23% | Mar 2026 |
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| Diversified Portfolios | 123k | $6.5M | 19% | Mar 2026 |
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| Advisor OS | 117k | $6.2M | 182% | Mar 2026 |
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| HighTower Advisors | 112k | $5.9M | -65% | Mar 2026 |
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| Kestra Private Wealth Services | 103k | $5.4M | 28% | Mar 2026 |
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| Advisor Group Holdings | 101k | $5.3M | 55% | Dec 2025 |
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| Arete Wealth Advisors | 98k | $5.2M | 0% | Dec 2025 |
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| Mpwm Advisory Solutions | 92k | $4.9M | 74% | Dec 2025 |
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| Oakmont Partners | 89k | $4.7M | -2% | Mar 2026 |
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| Envestnet Asset Management | 89k | $4.7M | -6% | Mar 2026 |
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| Harvest Investment Services | 85k | $4.5M | 13% | Dec 2025 |
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| OneAscent Wealth Management | 83k | $4.4M | -1% | Mar 2026 |
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| Cornerstone Wealth Group | 81k | $4.3M | 6% | Mar 2026 |
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| Bright Futures Wealth Management | 79k | $4.2M | 134% | Mar 2026 |
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| Trademark Financial Management | 78k | $4.1M | -15% | Mar 2026 |
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| Sugar Maple Asset Management | 76k | $4.0M | -2% | Mar 2026 |
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| Kestra Advisory Services | 70k | $3.7M | 3328% | Mar 2026 |
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| Ancora Advisors | 64k | $3.4M | 5% | Dec 2025 |
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| Sanctuary Advisors | 62k | $3.3M | 79% | Mar 2026 |
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| Flow Traders US | 61k | $3.2M | 100% | Dec 2025 |
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| Ferguson Shapiro | 61k | $3.2M | -19% | Mar 2026 |
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| Cathy Pareto & Associates | 60k | $3.2M | 21% | Mar 2026 |
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| Koshinski Asset Management | 55k | $2.9M | -46% | Mar 2026 |
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| Armis Advisers | 55k | $2.9M | 58% | Dec 2025 |
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| Coco Enterprises | 54k | $2.8M | 9% | Dec 2025 |
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| Adams Wealth Management | 54k | $2.8M | -8% | Dec 2025 |
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| CacheTech | 54k | $2.8M | -8% | Dec 2025 |
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| Winebrenner Capital Management | 47k | $2.5M | 37% | Mar 2026 |
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| Private Advisor | 44k | $2.3M | 45% | Mar 2026 |
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| Kovitz Investment Group Partners | 44k | $2.3M | -3% | Dec 2025 |
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| Jane Street | 43k | $2.3M | 100% | Dec 2025 |
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| Richmond Investment Services | 41k | $2.2M | -24% | Mar 2026 |
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| Steward Partners Investment Advisory | 40k | $2.1M | 29% | Mar 2026 |
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| Summit Financial | 40k | $2.1M | -1% | Dec 2025 |
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| Allen Capital Group | 38k | $2.0M | 5% | Dec 2025 |
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| Impact Partnership Wealth | 37k | $2.0M | 22% | Mar 2026 |
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| Goss Wealth Management | 33k | $1.8M | -49% | Dec 2025 |
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| Western Wealth Management | 33k | $1.8M | 10% | Dec 2025 |
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| Breakwater Capital Group | 33k | $1.7M | -29% | Mar 2026 |
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| Mount Yale Investment Advisors | 31k | $1.6M | 14% | Mar 2026 |
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| MAI Wealth Advisors | 30k | $1.6M | 135% | Dec 2025 |
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| Mutual Advisors | 29k | $1.5M | 5% | Mar 2026 |
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| Atria Investments | 29k | $1.5M | 5% | Mar 2026 |
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| Vestmark Advisory Solutions | 27k | $1.4M | 100% | Dec 2025 |
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| Stonebridge Financial Planning Group | 27k | $1.4M | -1% | Mar 2026 |
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| Galvin, Gaustad & Stein | 26k | $1.4M | 100% | Dec 2025 |
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| PCG Wealth Advisors | 25k | $1.3M | -9% | Mar 2026 |
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| Commonwealth Equity Services | 22k | $1.2M | -26% | Mar 2026 |
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| Farther Finance Advisors | 22k | $1.2M | 39% | Mar 2026 |
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| Stratos Wealth Partners | 21k | $1.1M | 368% | Mar 2026 |
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| IHT Wealth Management | 20k | $1.1M | -9% | Dec 2025 |
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| Warren Averett Asset Management | 19k | $1.0M | 9% | Dec 2025 |
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| Narwhal Capital Management | 18k | $958k | 17% | Mar 2026 |
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| Castleview Partners | 18k | $958k | 22% | Mar 2026 |
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| Financial Advisory Corp | 18k | $934k | 5% | Dec 2025 |
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| VisionPoint Advisory Group | 16k | $845k | 1% | Mar 2026 |
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| Trustmark National Bank - Trust Department | 15k | $783k | 0% | Dec 2025 |
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| Umb Bank N A | 15k | $776k | 37% | Dec 2025 |
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| Mercer Global Advisors | 14k | $740k | -45% | Dec 2025 |
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| OneAscent Family Office | 13k | $708k | -7% | Mar 2026 |
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| Optivise Advisory Services | 13k | $698k | 0% | Mar 2026 |
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| Milestone Asset Management | 13k | $698k | -32% | Mar 2026 |
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| Wiley Bros.-aintree Capital | 13k | $691k | -5% | Dec 2025 |
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| Sentinel Pension Advisors | 13k | $685k | -90% | Mar 2026 |
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| Ariadne Wealth Management | 12k | $654k | 100% | Dec 2025 |
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| AlphaCore Capital | 11k | $603k | 0% | Dec 2025 |
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| TCP Asset Management | 11k | $588k | 0% | Mar 2026 |
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| Natixis Asset Management Advisors | 10k | $549k | 100% | Dec 2025 |
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| Dynamic Advisors Solutions | 10k | $528k | 76% | Mar 2026 |
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| Symphony Financial | 9.6k | $505k | -23% | Mar 2026 |
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| RMR Wealth Builders | 9.2k | $482k | 36% | Mar 2026 |
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| Laffer Investments | 8.5k | $448k | 100% | Dec 2025 |
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| Sheets Smith Wealth Management | 8.3k | $436k | -10% | Mar 2026 |
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| Wedmont Private Capital | 7.9k | $417k | 100% | Mar 2026 |
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| Branch Banking & Trust Company | 7.4k | $387k | -41% | Mar 2026 |
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| IFP Advisors | 7.1k | $376k | 26% | Mar 2026 |
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| Wealth Watch Advisors | 6.9k | $362k | 25% | Dec 2025 |
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| Quantinno Capital Management | 6.8k | $360k | -3% | Dec 2025 |
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| Portside Wealth Group | 6.6k | $348k | 6% | Dec 2025 |
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| Mosaic Financial Group | 6.5k | $345k | -9% | Mar 2026 |
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| Arkadios Wealth Advisors | 6.0k | $319k | 15% | Dec 2025 |
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| Fortress Wealth Group | 5.8k | $306k | -9% | Mar 2026 |
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| Emissary Wealth | 5.7k | $302k | -33% | Mar 2026 |
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| Balboa Wealth Partners | 5.7k | $302k | -8% | Mar 2026 |
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| Perennial Investment Advisors | 5.4k | $288k | 22% | Dec 2025 |
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| Visionary Wealth Advisors | 5.4k | $286k | -42% | Dec 2025 |
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| Equitable Holdings | 5.1k | $270k | 27% | Dec 2025 |
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| Creekside Partners | 5.1k | $267k | 0% | Mar 2026 |
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| L & S Advisors | 5.1k | $267k | 100% | Dec 2025 |
|
| Harbour Investments | 5.0k | $264k | -4% | Dec 2025 |
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| Summit Wealth Partners | 5.0k | $263k | -41% | Mar 2026 |
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| BXM Wealth | 5.0k | $262k | 100% | Mar 2026 |
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| WESPAC Advisors | 4.9k | $259k | -91% | Mar 2026 |
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| Redhawk Wealth Advisors | 4.8k | $255k | 0% | Mar 2026 |
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| Magnus Financial Group | 4.5k | $239k | 100% | Mar 2026 |
|
| MinichMacGregor Wealth Management | 4.5k | $235k | 100% | Mar 2026 |
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| Clear Investment Research | 4.3k | $225k | 100% | Mar 2026 |
|
| Elequin Capital | 4.1k | $216k | 0% | Dec 2025 |
|
| Ascension Capital Advisors | 4.0k | $211k | 100% | Dec 2025 |
|
| Heritage Family Offices | 4.0k | $209k | -34% | Mar 2026 |
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| Hanson McClain Advisors | 3.8k | $201k | 43% | Dec 2025 |
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| Bartlett & Co. Wealth Management | 3.8k | $200k | 0% | Mar 2026 |
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| Kingdom Financial Group | 2.8k | $147k | 100% | Dec 2025 |
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| Sound Income Strategies | 1.9k | $99k | 0% | Mar 2026 |
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| Assetmark | 1.8k | $95k | -32% | Mar 2026 |
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| SageView Advisory Group | 1.7k | $91k | 100% | Dec 2025 |
|
| Financial Advisory Service | 1.7k | $91k | 8% | Dec 2025 |
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| Capital Investment Advisory Services | 1.3k | $68k | 0% | Mar 2026 |
|
| Private Trust Co Na | 1.3k | $66k | 0% | Mar 2026 |
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| Quest 10 Wealth Builders | 941.00 | $50k | -80% | Mar 2026 |
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| Smallwood Wealth Investment Management | 875.00 | $46k | 100% | Mar 2026 |
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| Nbc Securities | 816.00 | $43k | -29% | Mar 2026 |
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| Wells Fargo & Company | 705.00 | $37k | 100% | Dec 2025 |
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| CoreCap Advisors | 656.00 | $35k | -95% | Mar 2026 |
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| Fifth Third Bancorp | 612.00 | $32k | 100% | Mar 2026 |
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| Brian McDonald | 612.00 | $32k | 0% | Dec 2025 |
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| Van Eck Associates Corp. | 516.00 | $27k | 22% | Dec 2025 |
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| Global Retirement Partners | 282.00 | $15k | 1% | Dec 2025 |
|
| CWM | 263.00 | $14k | -63% | Dec 2025 |
|
| Northwestern Mutual Wealth Management Company | 247.00 | $13k | 10% | Mar 2026 |
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| Valley National Advisers | 205.00 | $10k | 0% | Mar 2026 |
|
| Fwl Investment Management | 200.00 | $11k | -7% | Dec 2025 |
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| Lloyd Advisory Services | 180.00 | $9.5k | 100% | Dec 2025 |
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| Key Capital Management | 41.00 | $2.2k | -100% | Mar 2026 |
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| Networth Advisors | 29.00 | $1.5k | -85% | Mar 2026 |
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