Vaneck Clo ETFCLOIETF
13F holders, Q2 2025 (June 30)152holders −5
27new positions
32sold out
1famous investor
$53.05avg. 13F price*
At the end of Q2 2025, 152 institutions reported holding Vaneck Clo ETF (CLOI) in their 13F filings, down 5 from Q1 2025. 27 opened new positions and 32 sold out. The largest holders were LPL Financial LLC ($69.5M), Capital Investment Advisors, LLC ($69.4M) and Independence Asset Advisors, LLC ($58.2M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $50.4M |
| Exits | 32 | $32.9M |
All 13F filers, Q1 2025 → Q2 2025: 3,141,209 shares bought and 2,605,113 shares sold, net +536,096 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 152 holders
| LPL Financial LLC | 0.02% | Add +2.3% | 1,313,075 | $69.5M |
| Capital Investment Advisors, LLC | 1.22% | Add +14.7% | 1,286,977 | $69.4M |
| Independence Asset Advisors, LLC | 36.22% | Add +547.6% | 1,099,620 | $58.2M |
| Syon Capital LLC | 2.78% | Reduce -7.1% | 791,212 | $41.9M |
| Orion Porfolio Solutions, LLC | 0.29% | Reduce -2.0% | 635,803 | $33.7M |
| TRUE Private Wealth Advisors | 2.15% | Add +4.1% | 360,791 | $19.1M |
| Ferguson Shapiro LLC | 5.77% | Add +98.2% | 323,062 | $17.1M |
| WealthPlan Investment Management, LLC | 1.20% | Add +21.0% | 312,471 | $16.5M |
| HighTower Advisors, LLC | 0.02% | Add +15.6% | 301,713 | $16.0M |
| Brookstone Capital Management | 0.20% | Reduce -4.5% | 286,458 | $15.2M |
| Gradient Investments LLC | 0.27% | Add +0.8% | 277,737 | $14.7M |
| Pinebridge Investments, L.P. | 0.11% | New | 271,852 | $14.4M |
| Darwin Wealth Management, LLC | 4.52% | Add +48.1% | 246,417 | $13.0M |
| Deseret Mutual Benefit Administrators | 5.26% | Add +23.5% | 211,990 | $11.2M |
| Beaumont Financial Advisors, LLC | 0.81% | Reduce -11.7% | 210,615 | $11.2M |
| MML Investors Services, LLC | 0.03% | Reduce -2.5% | 201,040 | $10.6M |
| Harvest Investment Services, LLC | 2.11% | Reduce -4.8% | 178,345 | $9.4M |
| AE Wealth Management LLC | 0.07% | Reduce -21.0% | 176,198 | $9.3M |
| WealthPLAN Partners, LLC | 1.41% | Reduce -13.9% | 166,043 | $8.8M |
| Curi Capital, LLC | 0.17% | Add +2.0% | 165,842 | $8.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | New | 154,672 | $8.2M |
| Sentinel Pension Advisors, LLC | 1.37% | Add +828.9% | 154,157 | $8.2M |
| Geneos Wealth Management Inc. | 0.20% | Add +28.5% | 153,503 | $8.1M |
| J.W. Cole Advisors, Inc. | 0.17% | Add +7.3% | 149,481 | $7.9M |
| Lokken Investment Group LLC | 2.91% | Add +2.8% | 142,469 | $7.5M |
| Maridea Wealth Management LLC | 1.85% | Add +0.3% | 134,247 | $7.1M |
| CWC Advisors, LLC. | 3.45% | Add +1.2% | 126,171 | $6.7M |
| Sax Wealth Advisors, LLC | 0.37% | Add +1592.7% | 115,680 | $6.1M |
| Thrivent Financial for Lutherans | 0.01% | New | 100,010 | $5.3M |
| Osaic Holdings, Inc. | 0.01% | Add +139.6% | 99,291 | $5.3M |
| NorthCoast Asset Management LLC | 0.02% | Reduce -0.6% | 97,391 | $5.2M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -5.6% | 94,327 | $5.0M |
| Visionary Wealth Advisors | 0.23% | Add +27.4% | 86,777 | $4.6M |
| Trademark Financial Management, LLC | 2.67% | Reduce -7.2% | 82,488 | $4.4M |
| Integras Partners LLC | 4.66% | Reduce -42.3% | 81,858 | $4.3M |
| Adams Wealth Management | 0.82% | Add +207.8% | 80,882 | $4.3M |
| CacheTech Inc. | 0.79% | Add +207.8% | 80,882 | $4.3M |
| Integrity Alliance, Llc. | 0.23% | Reduce -1.7% | 79,564 | $4.2M |
| Financial Management Network Inc. | 0.75% | Reduce -1.6% | 79,320 | $4.2M |
| NewEdge Wealth, LLC | 0.07% | New | 78,881 | $4.2M |
| Sugar Maple Asset Management, LLC | 3.00% | Add +3.5% | 72,685 | $3.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -85.3% | 71,200 | $3.8M |
| Ancora Advisors LLC | 0.07% | Add +6.1% | 65,643 | $3.5M |
| Atria Investments, Inc | 0.04% | Reduce -17.9% | 57,835 | $3.1M |
| NewEdge Advisors, LLC | 0.02% | Add +181.4% | 55,364 | $2.9M |
| Mariner, LLC | 0.00% | New | 55,077 | $2.9M |
| Wayfinding Financial, LLC | 1.29% | Reduce -37.8% | 54,504 | $2.9M |
| Goldman Sachs Group Inc. | 0.00% | New | 52,487 | $2.8M |
| MPWM Advisory Solutions, LLC | 1.76% | Add +5.2% | 52,419 | $2.8M |
| Piedmont Capital Management, LLC | 1.43% | Add +4.9% | 46,792 | $2.5M |
| Kestra Private Wealth Services, LLC | 0.03% | New | 45,346 | $2.4M |
| Richmond Investment Services, LLC | 0.50% | Add +113.1% | 44,554 | $2.4M |
| IronOak Wealth LLC. | 2.03% | — | 39,515 | $2.1M |
| Castleview Partners, LLC | 1.32% | Reduce -11.3% | 38,841 | $2.1M |
| Advisor OS, LLC | 0.20% | Add +33.6% | 38,737 | $2.1M |
| Allen Capital Group, LLC | 0.21% | Add +15.0% | 37,321 | $2.0M |
| TCP Asset Management, LLC | 0.36% | Add +2.1% | 34,666 | $1.8M |
| Breakwater Capital Group | 0.30% | New | 34,335 | $1.8M |
| Jane Street Group, LLC | 0.00% | Reduce -65.4% | 33,360 | $1.8M |
| HRT Financial LP | 0.01% | New | 32,574 | $1.7M |
| Royal Bank of Canada | 0.00% | Add +256.3% | 32,227 | $1.7M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -64.1% | 30,355 | $1.6M |
| Crossmark Global Holdings, Inc. | 0.02% | Reduce -0.7% | 29,012 | $1.5M |
| Citadel Advisors | 0.00% | Reduce -61.4% | 28,055 | $1.5M |
| Bison Wealth, LLC | 0.12% | Add +21.0% | 27,863 | $1.5M |
| Arete Wealth Advisors, LLC | 0.10% | Reduce -4.5% | 27,337 | $1.4M |
| Mutual Advisors, LLC | 0.04% | Reduce -0.7% | 26,867 | $1.4M |
| Jones Financial Companies LLLP | 0.00% | Add +1475.4% | 26,230 | $1.4M |
| Mercer Global Advisors Inc. | 0.00% | Add +0.2% | 25,633 | $1.4M |
| Balefire, LLC | 0.28% | Reduce -1.8% | 24,470 | $1.3M |
| Western Wealth Management, LLC | 0.08% | New | 23,956 | $1.3M |
| Black Swift Group, LLC | 0.24% | Reduce -26.6% | 22,435 | $1.2M |
| IHT Wealth Management, LLC | 0.03% | Reduce -15.5% | 21,634 | $1.1M |
| Cathy Pareto & Associates, Inc. | 0.92% | Add +40.1% | 20,916 | $1.1M |
| B.O.S.S. Retirement Advisors, LLC | 0.25% | Reduce -26.9% | 18,973 | $1.0M |
| Stonebridge Financial Planning Group, LLC | 0.41% | Add +73.1% | 18,626 | $986K |
| Private Advisor Group, LLC | 0.00% | Add +25.1% | 17,086 | $905K |
| Rovin Capital /Ut/ | 0.27% | Add +14.4% | 16,913 | $896K |
| Milestone Asset Management, LLC | 0.19% | Reduce -7.2% | 16,872 | $893K |
| Trivium Point Advisory, LLC | 0.09% | Add +27.4% | 16,371 | $867K |
| Trustmark Bank Trust Department | 0.05% | Add +3.3% | 14,779 | $783K |
| Truist Financial Corp. | 0.00% | Reduce -5.5% | 14,615 | $774K |
| Flow Traders U.S. LLC | 0.03% | New | 14,446 | $765K |
| Impact Partnership Wealth, LLC | 0.12% | New | 12,592 | $667K |
| Winebrenner Capital Management LLC | 0.52% | Add +41.8% | 12,138 | $643K |
| Symphony Financial, Ltd. Co. | 0.08% | New | 12,145 | $642K |
| Iams Wealth Management, LLC | 0.29% | Reduce -7.7% | 11,981 | $634K |
| Heritage Oak Wealth Advisors LLC | 0.25% | Reduce -78.4% | 11,976 | $634K |
| Waverly Advisors, LLC | 0.01% | Add +0.2% | 11,893 | $630K |
| Optivise Advisory Services LLC | 0.32% | Add +10.6% | 11,702 | $620K |
| AlphaCore Capital LLC | 0.02% | Add +20.5% | 11,374 | $602K |
| Commonwealth Equity Services, LLC | 0.00% | New | 11,155 | $591K |
| MAI Capital Management | 0.00% | Add +48.2% | 10,721 | $568K |
| &partners | 0.00% | New | 10,572 | $560K |
| CoreCap Advisors, LLC | 0.02% | Reduce -71.0% | 10,551 | $559K |
| IFP Advisors, Inc | 0.02% | Add +9.7% | 10,487 | $555K |
| Lowe Wealth Advisors, LLC | 0.22% | Add +4.4% | 10,411 | $551K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +1134.4% | 9,949 | $527K |
| GTS Securities LLC | 0.02% | Reduce -71.4% | 9,194 | $487K |
| Chris Bulman Inc | 0.27% | Reduce -3.9% | 8,852 | $469K |
| Summit Wealth Partners, LLC | 0.08% | Reduce -8.1% | 8,398 | $445K |
| Mgo One Seven LLC | 0.01% | Reduce -7.2% | 8,217 | $435K |
| Redhawk Wealth Advisors, Inc. | 0.05% | Reduce -98.8% | 7,633 | $404K |
| Quantinno Capital Management LP | 0.00% | New | 7,561 | $400K |
| Mosaic Financial Group, LLC | 0.29% | Add +33.3% | 7,062 | $374K |
| WESPAC Advisors, LLC | 0.24% | Reduce -89.2% | 6,472 | $343K |
| Perennial Investment Advisors, LLC | 0.03% | Reduce -9.1% | 6,455 | $342K |
| Balboa Wealth Partners | 0.07% | Reduce -5.6% | 6,273 | $332K |
| Wealth Watch Advisors, INC | 0.18% | Add +5.6% | 6,012 | $318K |
| Portside Wealth Group, LLC | 0.04% | Add +26.7% | 5,682 | $301K |
| LifeWealth Investments, LLC | 0.11% | Reduce -6.2% | 5,580 | $295K |
| Susquehanna International Group, LLP | 0.00% | New | 5,517 | $292K |
| Harbour Investments, Inc. | 0.01% | No change | 5,185 | $275K |
| Arkadios Wealth Advisors | 0.01% | Reduce -44.5% | 5,001 | $265K |
| Freedom Investment Management, Inc. | 0.02% | Reduce -71.1% | 4,770 | $253K |
| Sunbelt Securities, Inc. | 0.02% | Add +24.2% | 4,618 | $244K |
| Sheets Smith Wealth Management | 0.03% | Reduce -6.3% | 4,500 | $238K |
| Sigma Planning Corp | 0.01% | Reduce -6.9% | 4,398 | $233K |
| Independent Financial Group, LLC | 0.01% | New | 4,375 | $232K |
| Kestra Advisory Services, LLC | 0.00% | Add +36.1% | 4,231 | $224K |
| Quest 10 Wealth Builders, Inc. | 0.22% | Reduce -24.6% | 4,225 | $224K |
| Elequin Capital, LP | 0.07% | New | 4,084 | $216K |
| Goldstone Financial Group, LLC | 0.03% | New | 4,061 | $215K |
| Ascension Capital Advisors, Inc. | 0.09% | New | 4,039 | $214K |
| Creekside Partners | 0.10% | New | 3,943 | $209K |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 3,775 | $200K |
| Ameritas Advisory Services, LLC | 0.01% | New | 3,345 | $177K |
| Assetmark, Inc. | 0.00% | Reduce -98.5% | 2,923 | $155K |
| Allworth Financial LP | 0.00% | Add +1.0% | 2,627 | $139K |
| Park Square Financial Group, LLC | 0.08% | Reduce -22.1% | 2,082 | $110K |
| FAS Wealth Partners, Inc. | 0.01% | Reduce -8.0% | 1,541 | $82K |
| Kiker Wealth Management, LLC | 0.04% | Add +2.2% | 1,407 | $75K |
| Private Trust Co. NA | 0.01% | New | 1,250 | $66K |
| FSA Wealth Management LLC | 0.02% | No change | 1,200 | $64K |
| Transce3nd, LLC | 0.02% | Reduce -23.1% | 822 | $44K |
| Comerica Bank | 0.00% | Reduce -17.9% | 612 | $32K |
| Morgan Stanley | 0.00% | Add +129.5% | 459 | $24K |
| Van Eck Associates Corp. | 0.00% | No change | 452 | $24K |
| Fifth Third Bancorp | 0.00% | No change | 375 | $20K |
| Salem Investment Counselors Inc. | 0.00% | No change | 300 | $16K |
| Scarborough Advisors, LLC | 0.00% | New | 278 | $15K |
| Global Retirement Partners, LLC | 0.00% | — | 276 | $15K |
| Cwm, LLC | 0.00% | Add +1.2% | 254 | $13K |
| FWL Investment Management, LLC | 0.00% | No change | 216 | $11K |
| Valley National Advisers Inc. | 0.00% | No change | 205 | $10K |
| Pineridge Advisors LLC | 0.00% | Reduce -26.4% | 134 | $7K |
| Principal Securities, Inc. | 0.00% | Reduce -73.8% | 95 | $5K |
| Ameritas Investment Partners, Inc. | 0.00% | New | 90 | $5K |
| Spire Wealth Management | 0.00% | Add +1.9% | 55 | $3K |
| Financial Gravity Companies, Inc. | 0.00% | — | 14 | $741 |
| Sterling Capital Management LLC | 0.00% | Reduce -25.0% | 9 | $477 |
| JPMorgan Chase & Co. | 0.00% | Reduce -100.0% | 5 | $265 |
"% of holder's portfolio" is CLOI's weight in each manager's 13F, not the share of Vaneck Clo ETF the manager owns.