Vaneck Clo ETFCLOIETF
13F holders, Q1 2025 (March 31)157holders +21
39new positions
15sold out
1famous investor
$52.83avg. 13F price*
At the end of Q1 2025, 157 institutions reported holding Vaneck Clo ETF (CLOI) in their 13F filings, up 21 from Q4 2024. 39 opened new positions and 15 sold out. The largest holders were LPL Financial LLC ($67.8M), Capital Investment Advisors, LLC ($59.3M) and Syon Capital LLC ($45.0M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 39 | $56.2M |
| Exits | 15 | $25.5M |
All 13F filers, Q4 2024 → Q1 2025: 3,618,247 shares bought and 958,785 shares sold, net +2,659,462 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 157 holders
| LPL Financial LLC | 0.03% | Add +50.0% | 1,283,259 | $67.8M |
| Capital Investment Advisors, LLC | 1.16% | Add +21.2% | 1,122,520 | $59.3M |
| Syon Capital LLC | 3.67% | Add +7.5% | 851,911 | $45.0M |
| Orion Porfolio Solutions, LLC | 0.34% | Reduce -2.1% | 648,991 | $34.3M |
| Orion Portfolio Solutions, LLC | 0.34% | Reduce -2.1% | 648,991 | $34.3M |
| Redhawk Wealth Advisors, Inc. | 4.52% | Reduce -32.6% | 636,442 | $33.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +601.6% | 485,336 | $25.6M |
| TRUE Private Wealth Advisors | 2.23% | Add +67.8% | 346,725 | $18.3M |
| Brookstone Capital Management | 0.23% | Add +31.3% | 299,903 | $15.8M |
| Gradient Investments LLC | 0.29% | Add +6.5% | 275,605 | $14.6M |
| HighTower Advisors, LLC | 0.02% | Add +12.8% | 261,035 | $13.8M |
| WealthPlan Investment Management, LLC | 1.34% | Reduce -0.5% | 258,292 | $13.6M |
| Beaumont Financial Advisors, LLC | 0.99% | Add +11.2% | 238,630 | $12.6M |
| AE Wealth Management LLC | 0.10% | Reduce -0.9% | 222,923 | $11.8M |
| MML Investors Services, LLC | 0.04% | Add +32.6% | 206,257 | $10.9M |
| Assetmark, Inc. | 0.03% | Add +0.1% | 200,253 | $10.6M |
| WealthPLAN Partners, LLC | 1.44% | Add +16.6% | 192,958 | $10.2M |
| Harvest Investment Services, LLC | 2.76% | Add +151.1% | 187,434 | $9.9M |
| Clark Capital Management Group, Inc. | 0.07% | New | 185,344 | $9.8M |
| Proficio Capital Partners LLC | 0.71% | New | 173,510 | $9.2M |
| Deseret Mutual Benefit Administrators | 4.50% | Add +125.6% | 171,701 | $9.1M |
| Independence Asset Advisors, LLC | 29.07% | Add +1751.4% | 169,808 | $9.0M |
| Darwin Wealth Management, LLC | 2.95% | No change | 166,431 | $8.8M |
| Ferguson Shapiro LLC | 3.21% | Add +68.6% | 163,010 | $8.6M |
| Curi Capital, LLC | 0.21% | Add +1.4% | 162,657 | $8.6M |
| Integras Partners LLC | 7.18% | Add +5.4% | 141,954 | $7.5M |
| J.W. Cole Advisors, Inc. | 0.23% | Add +287.8% | 139,301 | $7.4M |
| Lokken Investment Group LLC | 3.09% | Add +8.3% | 138,581 | $7.3M |
| Maridea Wealth Management LLC | 2.31% | Reduce -22.6% | 133,812 | $7.1M |
| CWC Advisors, LLC. | 3.75% | New | 124,659 | $6.6M |
| Geneos Wealth Management Inc. | 0.21% | Add +1146.5% | 119,467 | $6.3M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +428.2% | 99,916 | $5.3M |
| NorthCoast Asset Management LLC | 0.03% | New | 97,981 | $5.2M |
| Jane Street Group, LLC | 0.01% | Reduce -13.0% | 96,379 | $5.1M |
| Trademark Financial Management, LLC | 3.59% | Add +26.1% | 88,927 | $4.7M |
| Wayfinding Financial, LLC | 2.03% | New | 87,627 | $4.6M |
| Sanctuary Advisors, LLC | 0.03% | Add +110.8% | 84,533 | $4.5M |
| Integrity Alliance, Llc. | 0.17% | New | 80,931 | $4.3M |
| Financial Management Network Inc. | 0.94% | Add +7.1% | 80,644 | $4.2M |
| Citadel Advisors | 0.00% | Add +206.3% | 72,721 | $3.8M |
| Atria Investments, Inc | 0.05% | Add +120.0% | 70,430 | $3.7M |
| Sugar Maple Asset Management, LLC | 2.92% | Add +12.4% | 70,256 | $3.7M |
| Visionary Wealth Advisors | 0.22% | Add +45.0% | 68,113 | $3.6M |
| Ancora Advisors LLC | 0.07% | Reduce -2.4% | 61,855 | $3.3M |
| WESPAC Advisors, LLC | 2.58% | Add +12.6% | 59,799 | $3.2M |
| JPMorgan Chase & Co. | 0.00% | New | 59,608 | $3.1M |
| Heritage Oak Wealth Advisors LLC | 1.29% | Add +5.7% | 55,404 | $2.9M |
| MPWM Advisory Solutions, LLC | 1.91% | Reduce -14.4% | 49,816 | $2.6M |
| Castleview Partners, LLC | 1.57% | Add +15.7% | 43,769 | $2.3M |
| Piedmont Capital Management, LLC | 1.66% | Add +14.6% | 44,604 | $2.3M |
| Osaic Holdings, Inc. | 0.00% | Add +22.6% | 41,443 | $2.2M |
| Townsquare Capital LLC | 0.02% | New | 38,308 | $2.0M |
| CoreCap Advisors, LLC | 0.08% | Add +4.5% | 36,389 | $1.9M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +118.7% | 36,101 | $1.9M |
| PCG Wealth Advisors, LLC | 0.63% | Reduce -18.9% | 34,403 | $1.8M |
| TCP Asset Management, LLC | 0.40% | Add +53.7% | 33,965 | $1.8M |
| Allen Capital Group, LLC | 0.20% | Add +9.6% | 32,455 | $1.7M |
| GTS Securities LLC | 0.07% | Add +261.5% | 32,193 | $1.7M |
| Black Swift Group, LLC | 0.37% | Reduce -6.8% | 30,585 | $1.6M |
| Crossmark Global Holdings, Inc. | 0.03% | New | 29,211 | $1.5M |
| Advisor OS, LLC | 0.17% | Add +12.1% | 28,996 | $1.5M |
| Arete Wealth Advisors, LLC | 0.12% | Add +2.4% | 28,615 | $1.5M |
| Mutual Advisors, LLC | 0.04% | Add +19.3% | 27,060 | $1.4M |
| Adams Wealth Management | 0.27% | Add +3.5% | 26,280 | $1.4M |
| CacheTech Inc. | 0.27% | Add +3.5% | 26,280 | $1.4M |
| B.O.S.S. Retirement Advisors, LLC | 0.40% | Reduce -5.3% | 25,955 | $1.4M |
| IHT Wealth Management, LLC | 0.04% | Add +7.7% | 25,614 | $1.4M |
| Mercer Global Advisors Inc. | 0.00% | Add +2.3% | 25,585 | $1.4M |
| Balefire, LLC | 0.45% | Reduce -36.3% | 24,922 | $1.3M |
| Bison Wealth, LLC | 0.11% | New | 23,029 | $1.2M |
| Richmond Investment Services, LLC | 0.60% | Add +5.3% | 20,908 | $1.1M |
| NewEdge Advisors, LLC | 0.01% | Add +264.4% | 19,673 | $1.0M |
| Milestone Asset Management, LLC | 0.20% | Reduce -9.1% | 18,178 | $961K |
| US Bancorp \de | 0.00% | New | 17,837 | $943K |
| Sentinel Pension Advisors, LLC | 0.16% | Add +0.9% | 16,596 | $877K |
| Freedom Investment Management, Inc. | 0.07% | Reduce -0.3% | 16,530 | $873K |
| Truist Financial Corp. | 0.00% | Reduce -7.8% | 15,471 | $818K |
| Cathy Pareto & Associates, Inc. | 0.70% | New | 14,925 | $789K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +16.9% | 14,858 | $785K |
| Rovin Capital /Ut/ | 0.25% | New | 14,787 | $781K |
| Trustmark Bank Trust Department | 0.06% | Add +17.1% | 14,307 | $756K |
| Private Advisor Group, LLC | 0.00% | Reduce -9.9% | 13,661 | $722K |
| Iams Wealth Management, LLC | 0.31% | Add +22.3% | 12,986 | $686K |
| Trivium Point Advisory, LLC | 0.08% | Add +55.0% | 12,845 | $679K |
| Waverly Advisors, LLC | 0.01% | Add +25.7% | 11,868 | $627K |
| UBS Group AG | 0.00% | New | 11,325 | $598K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +4.1% | 11,290 | $597K |
| Stonebridge Financial Planning Group, LLC | 0.26% | Add +35.9% | 10,758 | $568K |
| Optivise Advisory Services LLC | 0.31% | New | 10,582 | $559K |
| Beam Wealth Advisors, Inc. | 0.18% | Reduce -8.3% | 10,166 | $537K |
| Lowe Wealth Advisors, LLC | 0.22% | Add +106.3% | 9,969 | $527K |
| IFP Advisors, Inc | 0.02% | Add +19.6% | 9,559 | $505K |
| Global View Capital Management LLC | 0.18% | Reduce -16.4% | 9,472 | $501K |
| AlphaCore Capital LLC | 0.04% | New | 9,440 | $499K |
| Chris Bulman Inc | 0.31% | Reduce -3.9% | 9,214 | $487K |
| Summit Wealth Partners, LLC | 0.10% | New | 9,133 | $483K |
| Royal Bank of Canada | 0.00% | Reduce -79.8% | 9,046 | $478K |
| Arkadios Wealth Advisors | 0.02% | Add +21.1% | 9,011 | $476K |
| Mgo One Seven LLC | 0.02% | Reduce -3.0% | 8,850 | $468K |
| Winebrenner Capital Management LLC | 0.41% | New | 8,560 | $452K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.07% | Reduce -0.2% | 8,499 | $449K |
| Strategic Blueprint, LLC | 0.02% | Reduce -1.8% | 7,490 | $396K |
| Avantax Advisory Services, Inc. | 0.00% | Add +65.9% | 7,407 | $391K |
| Two Sigma Securities, LLC | 0.06% | New | 7,283 | $385K |
| MAI Capital Management | 0.00% | Add +498.8% | 7,234 | $382K |
| Perennial Investment Advisors, LLC | 0.04% | Add +21.8% | 7,097 | $375K |
| Sax Wealth Advisors, LLC | 0.03% | New | 6,834 | $361K |
| Balboa Wealth Partners | 0.09% | Reduce -0.5% | 6,646 | $351K |
| K.J. Harrison & Partners Inc | 0.07% | New | 6,471 | $342K |
| TFB Advisors LLC | 0.09% | Add +11.0% | 6,151 | $325K |
| Hilltop Holdings Inc. | 0.02% | New | 6,017 | $318K |
| LifeWealth Investments, LLC | 0.15% | New | 5,947 | $314K |
| Moneco Advisors, LLC | 0.03% | No change | 5,934 | $314K |
| Wealth Watch Advisors, INC | 0.24% | New | 5,693 | $301K |
| Quest 10 Wealth Builders, Inc. | 0.32% | Add +21.8% | 5,606 | $296K |
| Fulcrum Equity Management | 0.32% | Reduce -12.0% | 5,478 | $289K |
| Mosaic Financial Group, LLC | 0.23% | New | 5,299 | $280K |
| Harbour Investments, Inc. | 0.01% | Add +812.9% | 5,185 | $274K |
| Simplicity Wealth,LLC | 0.02% | New | 4,934 | $261K |
| Sheets Smith Wealth Management | 0.03% | Add +6.7% | 4,800 | $254K |
| Sigma Planning Corp | 0.01% | New | 4,722 | $250K |
| Portside Wealth Group, LLC | 0.04% | New | 4,486 | $237K |
| Destiny Wealth Partners, LLC | 0.04% | Reduce -6.8% | 4,287 | $227K |
| Sunbelt Securities, Inc. | 0.02% | Reduce -19.5% | 3,717 | $196K |
| Kestra Advisory Services, LLC | 0.00% | New | 3,109 | $164K |
| Mattson Financial Services, LLC | 0.05% | Add +17.9% | 2,905 | $153K |
| Park Square Financial Group, LLC | 0.11% | Add +0.2% | 2,674 | $141K |
| Continuum Advisory, LLC | 0.02% | Add +7.0% | 2,632 | $139K |
| Allworth Financial LP | 0.00% | New | 2,602 | $137K |
| FAS Wealth Partners, Inc. | 0.01% | Add +51.7% | 1,675 | $89K |
| Jones Financial Companies LLLP | 0.00% | New | 1,665 | $88K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.5% | 1,625 | $84K |
| Kiker Wealth Management, LLC | 0.05% | No change | 1,377 | $73K |
| FSA Wealth Management LLC | 0.03% | Add +20.0% | 1,200 | $63K |
| Transce3nd, LLC | 0.03% | Reduce -0.7% | 1,069 | $56K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +85.7% | 806 | $43K |
| Comerica Bank | 0.00% | Add +21.7% | 745 | $39K |
| Raleigh Capital Management Inc. | 0.01% | New | 622 | $33K |
| Carolinas Wealth Consulting LLC | 0.01% | New | 572 | $30K |
| Coldstream Capital Management Inc. | 0.00% | New | 544 | $29K |
| Richardson Financial Services Inc. | 0.02% | New | 524 | $28K |
| Van Eck Associates Corp. | 0.00% | Add +3.4% | 452 | $24K |
| Fifth Third Bancorp | 0.00% | No change | 375 | $20K |
| Principal Securities, Inc. | 0.00% | No change | 362 | $19K |
| Salem Investment Counselors Inc. | 0.00% | No change | 300 | $16K |
| Cwm, LLC | 0.00% | Add +1.2% | 251 | $13K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 237 | $13K |
| FWL Investment Management, LLC | 0.00% | Reduce -78.2% | 216 | $11K |
| Morgan Stanley | 0.00% | Reduce -88.0% | 200 | $11K |
| Valley National Advisers Inc. | 0.00% | No change | 205 | $10K |
| Pineridge Advisors LLC | 0.00% | Add +50.4% | 182 | $10K |
| Spire Wealth Management | 0.00% | New | 54 | $3K |
| REAP Financial Group, LLC | 0.00% | New | 48 | $3K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 21 | $1K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 14 | $740 |
| Sterling Capital Management LLC | 0.00% | No change | 12 | $634 |
| Tower Research Capital LLC (TRC) | 0.00% | New | 1 | $53 |
"% of holder's portfolio" is CLOI's weight in each manager's 13F, not the share of Vaneck Clo ETF the manager owns.