Vaneck Clo ETFCLOIETF
13F holders, Q4 2024 (December 31)136holders +24
37new positions
21sold out
1famous investor
$52.77avg. 13F price*
At the end of Q4 2024, 136 institutions reported holding Vaneck Clo ETF (CLOI) in their 13F filings, up 24 from Q3 2024. 37 opened new positions and 21 sold out. The largest holders were Redhawk Wealth Advisors, Inc. ($49.8M), Capital Investment Advisors, LLC ($48.9M) and LPL Financial LLC ($45.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Vaneck Clo ETF
- CUSIP
- 92189H748
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $123.7M |
| Exits | 21 | $50.7M |
All 13F filers, Q3 2024 → Q4 2024: 3,976,910 shares bought and 1,346,889 shares sold, net +2,630,021 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 136 holders
| Redhawk Wealth Advisors, Inc. | 6.73% | New | 944,012 | $49.8M |
| Capital Investment Advisors, LLC | 1.00% | Add +53.2% | 926,487 | $48.9M |
| LPL Financial LLC | 0.02% | Add +19.8% | 855,783 | $45.2M |
| Syon Capital LLC | 3.76% | Add +135.2% | 792,110 | $41.8M |
| Orion Porfolio Solutions, LLC | 0.35% | Reduce -2.1% | 662,997 | $35.0M |
| Orion Portfolio Solutions, LLC | 0.35% | Reduce -2.1% | 662,997 | $35.0M |
| Goldman Sachs Group Inc. | 0.00% | New | 298,899 | $15.8M |
| WealthPlan Investment Management, LLC | 1.35% | Reduce -1.3% | 259,493 | $13.7M |
| Gradient Investments LLC | 0.28% | Add +6.8% | 258,662 | $13.6M |
| HighTower Advisors, LLC | 0.02% | New | 231,307 | $12.2M |
| Brookstone Capital Management | 0.18% | New | 228,374 | $12.1M |
| AE Wealth Management LLC | 0.10% | New | 224,850 | $11.9M |
| Beaumont Financial Advisors, LLC | 0.85% | Add +50.9% | 214,635 | $11.3M |
| TRUE Private Wealth Advisors | 1.32% | Add +30.9% | 206,685 | $10.9M |
| Assetmark, Inc. | 0.03% | Add +18.4% | 200,162 | $10.6M |
| Maridea Wealth Management LLC | 2.94% | — | 172,765 | $9.1M |
| Darwin Wealth Management, LLC | 2.95% | Reduce -13.4% | 166,431 | $8.8M |
| WealthPLAN Partners, LLC | 1.24% | Add +9.2% | 165,502 | $8.7M |
| Curi Capital, LLC | 0.20% | Add +4.7% | 160,424 | $8.5M |
| MML Investors Services, LLC | 0.03% | Add +7.7% | 155,532 | $8.2M |
| Integras Partners LLC | 6.33% | — | 134,659 | $7.1M |
| Lokken Investment Group LLC | 2.92% | Add +194.1% | 127,992 | $6.8M |
| Jane Street Group, LLC | 0.01% | Add +127.0% | 110,756 | $5.8M |
| Ferguson Shapiro LLC | 1.89% | Reduce -33.5% | 96,665 | $5.1M |
| Deseret Mutual Benefit Administrators | 1.98% | New | 76,114 | $4.0M |
| Financial Management Network Inc. | 0.83% | Add +41.7% | 75,286 | $4.0M |
| Harvest Investment Services, LLC | 0.96% | Add +18.5% | 74,659 | $3.9M |
| Trademark Financial Management, LLC | 2.96% | Add +194.1% | 70,523 | $3.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -85.7% | 69,176 | $3.7M |
| Ancora Advisors LLC | 0.07% | Add +19.6% | 63,373 | $3.3M |
| Sugar Maple Asset Management, LLC | 2.51% | Add +546.6% | 62,529 | $3.3M |
| IronOak Wealth LLC. | 3.57% | — | 60,332 | $3.2M |
| MPWM Advisory Solutions, LLC | 2.24% | — | 58,175 | $3.1M |
| WESPAC Advisors, LLC | 2.06% | Reduce -2.5% | 53,095 | $2.8M |
| Heritage Oak Wealth Advisors LLC | 1.32% | New | 52,428 | $2.8M |
| Independent Advisor Alliance | 0.04% | New | 52,132 | $2.8M |
| Flow Traders U.S. LLC | 0.10% | Add +289.4% | 47,306 | $2.5M |
| Visionary Wealth Advisors | 0.15% | Add +43.3% | 46,990 | $2.5M |
| Royal Bank of Canada | 0.00% | Add +1294.3% | 44,715 | $2.4M |
| TAP Consulting, LLC | 0.46% | Add +85.7% | 42,496 | $2.2M |
| PCG Wealth Advisors, LLC | 0.83% | Add +13.3% | 42,427 | $2.2M |
| Sanctuary Advisors, LLC | 0.01% | Add +7.5% | 40,091 | $2.1M |
| Balefire, LLC | 0.71% | Add +26.3% | 39,147 | $2.1M |
| Piedmont Capital Management, LLC | 1.24% | Add +6.6% | 38,912 | $2.1M |
| Castleview Partners, LLC | 1.08% | Reduce -22.9% | 37,833 | $2.0M |
| J.W. Cole Advisors, Inc. | 0.08% | New | 35,920 | $1.9M |
| CoreCap Advisors, LLC | 0.08% | Reduce -49.7% | 34,824 | $1.8M |
| Osaic Holdings, Inc. | 0.00% | Add +10.6% | 33,807 | $1.8M |
| Black Swift Group, LLC | 0.37% | Reduce -15.8% | 32,822 | $1.7M |
| Atria Investments, Inc | 0.02% | Add +645.6% | 32,009 | $1.7M |
| Allen Capital Group, LLC | 0.19% | Add +7.9% | 29,607 | $1.6M |
| Arete Wealth Advisors, LLC | 0.11% | Add +45.9% | 27,950 | $1.5M |
| SFG Wealth Management, LLC. | 0.76% | Reduce -9.1% | 27,503 | $1.5M |
| B.O.S.S. Retirement Advisors, LLC | 0.40% | New | 27,397 | $1.4M |
| Advisor OS, LLC | 0.16% | Add +5.2% | 25,870 | $1.4M |
| Adams Wealth Management | 0.26% | Add +0.2% | 25,387 | $1.3M |
| CacheTech Inc. | 0.25% | Add +0.2% | 25,387 | $1.3M |
| Mercer Global Advisors Inc. | 0.00% | Add +10.1% | 24,999 | $1.3M |
| IHT Wealth Management, LLC | 0.04% | New | 23,783 | $1.3M |
| Citadel Advisors | 0.00% | New | 23,739 | $1.3M |
| Mutual Advisors, LLC | 0.03% | Add +15.5% | 22,685 | $1.2M |
| TCP Asset Management, LLC | 0.26% | Reduce -5.4% | 22,099 | $1.2M |
| Milestone Asset Management, LLC | 0.23% | Reduce -33.4% | 20,007 | $1.1M |
| Richmond Investment Services, LLC | 0.59% | — | 19,850 | $1.0M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +337.3% | 18,917 | $998K |
| Truist Financial Corp. | 0.00% | Reduce -45.4% | 16,784 | $886K |
| Freedom Investment Management, Inc. | 0.07% | Reduce -19.0% | 16,574 | $875K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -66.2% | 16,511 | $871K |
| Sentinel Pension Advisors, LLC | 0.16% | Add +35.8% | 16,447 | $868K |
| Private Advisor Group, LLC | 0.00% | Add +9.3% | 15,166 | $800K |
| Thrivent Financial for Lutherans | 0.00% | New | 14,507 | $766K |
| Stratos Wealth Partners, LTD. | 0.01% | New | 12,707 | $671K |
| Trustmark Bank Trust Department | 0.05% | Add +36.7% | 12,222 | $645K |
| Symphony Financial, Ltd. Co. | 0.10% | Add +1.4% | 11,639 | $617K |
| Global View Capital Management LLC | 0.21% | — | 11,329 | $598K |
| Beam Wealth Advisors, Inc. | 0.18% | Reduce -16.0% | 11,082 | $585K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -62.9% | 10,846 | $572K |
| Iams Wealth Management, LLC | 0.26% | New | 10,620 | $560K |
| Ameritas Advisory Services, LLC | 0.02% | New | 10,172 | $537K |
| Chris Bulman Inc | 0.32% | New | 9,588 | $506K |
| Geneos Wealth Management Inc. | 0.02% | New | 9,584 | $506K |
| Waverly Advisors, LLC | 0.01% | Add +20.0% | 9,444 | $498K |
| Independence Asset Advisors, LLC | 2.24% | New | 9,172 | $484K |
| Mgo One Seven LLC | 0.02% | Add +85.6% | 9,121 | $481K |
| GTS Securities LLC | 0.02% | New | 8,906 | $470K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.07% | New | 8,519 | $450K |
| Trivium Point Advisory, LLC | 0.06% | Reduce -1.1% | 8,289 | $437K |
| IFP Advisors, Inc | 0.01% | Add +13.5% | 7,989 | $422K |
| Stonebridge Financial Planning Group, LLC | 0.19% | Add +3.9% | 7,917 | $418K |
| Strategic Blueprint, LLC | 0.02% | Add +3.3% | 7,624 | $402K |
| Arkadios Wealth Advisors | 0.02% | Add +29.8% | 7,439 | $393K |
| Kingsview Wealth Management, LLC | 0.01% | New | 7,213 | $381K |
| Balboa Wealth Partners | 0.08% | Add +5.6% | 6,682 | $353K |
| Fulcrum Equity Management | 0.33% | Reduce -48.4% | 6,228 | $329K |
| Moneco Advisors, LLC | 0.03% | New | 5,934 | $313K |
| Perennial Investment Advisors, LLC | 0.04% | Add +25.3% | 5,826 | $307K |
| TFB Advisors LLC | 0.08% | Add +16.5% | 5,542 | $292K |
| NewEdge Advisors, LLC | 0.00% | Add +201.9% | 5,398 | $285K |
| Lowe Wealth Advisors, LLC | 0.11% | Add +3588.6% | 4,832 | $255K |
| Authentikos Wealth Advisory, LLC | 0.25% | New | 4,823 | $255K |
| Sunbelt Securities, Inc. | 0.02% | Reduce -54.1% | 4,618 | $244K |
| Quest 10 Wealth Builders, Inc. | 0.24% | — | 4,603 | $243K |
| Destiny Wealth Partners, LLC | 0.04% | New | 4,598 | $243K |
| Sheets Smith Wealth Management | 0.03% | Add +12.5% | 4,500 | $237K |
| Avantax Advisory Services, Inc. | 0.00% | New | 4,464 | $236K |
| NorthRock Partners, LLC | 0.01% | Add +1.6% | 4,433 | $234K |
| Park Square Financial Group, LLC | 0.10% | — | 2,669 | $141K |
| Mattson Financial Services, LLC | 0.04% | Add +44.3% | 2,465 | $131K |
| Continuum Advisory, LLC | 0.02% | Reduce -0.2% | 2,461 | $130K |
| FLP Wealth Management, LLC | 0.27% | — | 1,980 | $104K |
| Morgan Stanley | 0.00% | Reduce -22.8% | 1,667 | $88K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -23.0% | 1,617 | $85K |
| Kiker Wealth Management, LLC | 0.06% | — | 1,377 | $73K |
| MAI Capital Management | 0.00% | New | 1,208 | $64K |
| GeoWealth Management, LLC | 0.00% | New | 1,163 | $61K |
| FAS Wealth Partners, Inc. | 0.00% | Add +27.9% | 1,104 | $58K |
| Transce3nd, LLC | 0.02% | — | 1,076 | $57K |
| FSA Wealth Management LLC | 0.02% | No change | 1,000 | $53K |
| FWL Investment Management, LLC | 0.02% | New | 990 | $52K |
| PSI Advisors, LLC | 0.01% | Add +2.3% | 802 | $42K |
| Comerica Bank | 0.00% | No change | 612 | $32K |
| Harbour Investments, Inc. | 0.00% | No change | 568 | $30K |
| Van Eck Associates Corp. | 0.00% | Add +83.6% | 437 | $23K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 434 | $23K |
| Fifth Third Bancorp | 0.00% | New | 375 | $20K |
| Principal Securities, Inc. | 0.00% | Reduce -99.5% | 362 | $19K |
| Salem Investment Counselors Inc. | 0.00% | No change | 300 | $16K |
| Global Retirement Partners, LLC | 0.00% | Reduce -24.6% | 272 | $14K |
| Cwm, LLC | 0.00% | Add +2.1% | 248 | $13K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 237 | $13K |
| Valley National Advisers Inc. | 0.00% | New | 205 | $10K |
| Coppell Advisory Solutions LLC | 0.00% | New | 150 | $8K |
| Pineridge Advisors LLC | 0.00% | New | 121 | $6K |
| Kestra Investment Management, LLC | 0.00% | New | 40 | $2K |
| Financial Gravity Companies, Inc. | 0.00% | No change | 14 | $739 |
| Sterling Capital Management LLC | 0.00% | New | 12 | $633 |
"% of holder's portfolio" is CLOI's weight in each manager's 13F, not the share of Vaneck Clo ETF the manager owns.