Vaneck Clo ETFCLOIETF
13F holders, Q1 2024 (March 31)55holders
$52.82avg. 13F price*
At the end of Q1 2024, 55 institutions reported holding Vaneck Clo ETF (CLOI) in their 13F filings. The largest holders were Orion Porfolio Solutions, LLC ($37.0M), Orion Portfolio Solutions, LLC ($37.0M) and LPL Financial LLC ($36.3M).
- Company
- Vaneck Clo ETF
- CUSIP
- 92189H748
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $15.5M |
| Exits | 8 | $12.4M |
Ownership 55 holders
| Orion Porfolio Solutions, LLC | 0.40% | Reduce -1.8% | 700,161 | $37.0M |
| Orion Portfolio Solutions, LLC | 0.40% | Reduce -1.8% | 700,161 | $37.0M |
| LPL Financial LLC | 0.02% | Add +93.3% | 686,732 | $36.3M |
| WealthPlan Investment Management, LLC | 1.62% | Add +20.0% | 201,538 | $10.6M |
| WealthPLAN Partners, LLC | 0.79% | Add +5.3% | 144,423 | $7.6M |
| Jane Street Group, LLC | 0.01% | Add +36.3% | 136,262 | $7.2M |
| Curi Capital, LLC | 0.16% | New | 133,532 | $7.1M |
| Beaumont Financial Advisors, LLC | 0.56% | Reduce -1.1% | 127,919 | $6.8M |
| MML Investors Services, LLC | 0.03% | Add +19.9% | 120,148 | $6.3M |
| Gradient Investments LLC | 0.11% | Add +18.5% | 93,491 | $4.9M |
| Flow Traders U.S. LLC | 0.22% | Add +88.3% | 77,991 | $4.1M |
| Ferguson Shapiro LLC | 1.84% | New | 75,721 | $4.0M |
| VitalStone Financial, LLC | 3.03% | Reduce -4.2% | 74,985 | $4.0M |
| WESPAC Advisors, LLC | 1.63% | Reduce -2.4% | 52,986 | $2.8M |
| Harvest Investment Services, LLC | 1.07% | Add +52.8% | 50,646 | $2.7M |
| Castleview Partners, LLC | 1.10% | Add +500.7% | 37,291 | $2.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +30.8% | 27,002 | $1.4M |
| Truist Financial Corp. | 0.00% | Add +1.0% | 26,045 | $1.4M |
| Ocean Park Asset Management, LLC | 0.06% | No change | 25,200 | $1.3M |
| Balefire, LLC | 0.46% | Add +769.0% | 24,358 | $1.3M |
| Adams Wealth Management | 0.30% | Reduce -4.3% | 23,071 | $1.2M |
| WCG Wealth Advisors LLC | 0.10% | Add +54.0% | 22,355 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Reduce -49.3% | 21,463 | $1.1M |
| Advisor OS, LLC | 0.12% | New | 20,482 | $1.1M |
| TRUE Private Wealth Advisors | 0.11% | Add +311.4% | 18,457 | $975K |
| TCP Asset Management, LLC | 0.24% | Add +65.2% | 17,448 | $922K |
| Trademark Financial Management, LLC | 0.67% | Add +116.5% | 15,347 | $811K |
| Benedetti & Gucer, Inc. | 0.38% | Reduce -12.9% | 14,402 | $761K |
| TAP Consulting, LLC | 0.17% | Add +10.8% | 14,269 | $754K |
| Financial Management Network Inc. | 0.16% | Add +93.9% | 11,955 | $628K |
| Symphony Financial, Ltd. Co. | 0.14% | New | 11,141 | $588K |
| Perennial Investment Advisors, LLC | 0.08% | Add +76.8% | 10,387 | $549K |
| Milestone Asset Management, LLC | 0.15% | New | 9,867 | $521K |
| PCG Wealth Advisors, LLC | 0.23% | New | 9,310 | $492K |
| Ameritas Advisory Services, LLC | 0.02% | New | 8,409 | $442K |
| Commonwealth Equity Services, LLC | 0.00% | Add +8.6% | 8,285 | $438K |
| Seed Wealth Management, Inc. | 0.42% | Add +10.7% | 8,310 | $437K |
| Allen Capital Group, LLC | 0.06% | New | 7,845 | $414K |
| UBS Group AG | 0.00% | New | 6,836 | $361K |
| Waverly Advisors, LLC | 0.01% | New | 5,515 | $291K |
| CoreCap Advisors, LLC | 0.02% | Add +2.6% | 5,479 | $289K |
| NorthRock Partners, LLC | 0.01% | Reduce -49.1% | 5,191 | $274K |
| Black Swift Group, LLC | 0.07% | Reduce -62.1% | 5,000 | $264K |
| Stonebridge Financial Planning Group, LLC | 0.12% | New | 4,420 | $233K |
| Sheets Smith Wealth Management | 0.02% | No change | 4,000 | $211K |
| FAS Wealth Partners, Inc. | 0.00% | Add +19.4% | 819 | $43K |
| Family Asset Management, LLC | 0.02% | Add +0.5% | 754 | $40K |
| FSA Wealth Management LLC | 0.02% | No change | 700 | $37K |
| MV Capital Management, Inc. | 0.00% | New | 262 | $14K |
| Comerica Bank | 0.00% | New | 250 | $13K |
| Global Retirement Partners, LLC | 0.00% | New | 201 | $11K |
| Lowe Wealth Advisors, LLC | 0.00% | New | 131 | $7K |
| Glassman Wealth Services | 0.00% | Add +1.7% | 60 | $3K |
| ICA Group Wealth Management, LLC | 0.00% | No change | 41 | $2K |
| Morgan Stanley | 0.00% | New | 1 | $65 |
"% of holder's portfolio" is CLOI's weight in each manager's 13F, not the share of Vaneck Clo ETF the manager owns.