Vaneck Clo ETFCLOIETF
13F holders, Q3 2025 (September 30)159holders +7
25new positions
20sold out
$53.09avg. 13F price*
At the end of Q3 2025, 159 institutions reported holding Vaneck Clo ETF (CLOI) in their 13F filings, up 7 from Q2 2025. 25 opened new positions and 20 sold out. The largest holders were LPL Financial LLC ($85.4M), Independence Asset Advisors, LLC ($83.5M) and Capital Investment Advisors, LLC ($76.2M).
- Company
- Vaneck Clo ETF
- CUSIP
- 92189H748
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $63.3M |
| Exits | 20 | $17.9M |
All 13F filers, Q2 2025 → Q3 2025: 3,086,644 shares bought and 1,198,352 shares sold, net +1,888,292 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 159 holders
| LPL Financial LLC | 0.02% | Add +22.4% | 1,607,835 | $85.4M |
| Independence Asset Advisors, LLC | 35.43% | Add +43.0% | 1,572,716 | $83.5M |
| Capital Investment Advisors, LLC | 1.25% | Add +11.4% | 1,434,140 | $76.2M |
| Syon Capital LLC | 1.91% | Reduce -15.5% | 668,725 | $35.5M |
| Orion Porfolio Solutions, LLC | 0.26% | Reduce -1.9% | 623,829 | $33.1M |
| TRUE Private Wealth Advisors | 1.82% | Reduce -6.7% | 336,499 | $17.9M |
| WealthPlan Investment Management, LLC | 1.14% | Add +3.6% | 323,776 | $17.2M |
| HighTower Advisors, LLC | 0.02% | Add +4.2% | 314,332 | $16.7M |
| Brookstone Capital Management | 0.20% | Add +7.8% | 308,695 | $16.4M |
| Deseret Mutual Benefit Administrators | 6.51% | Add +37.4% | 291,247 | $15.5M |
| Ferguson Shapiro LLC | 4.62% | Reduce -16.9% | 268,480 | $14.3M |
| Sax Wealth Advisors, LLC | 0.76% | Add +130.1% | 266,129 | $14.1M |
| Gradient Investments LLC | 0.24% | Reduce -4.5% | 265,383 | $14.1M |
| Ocean Park Asset Management, LLC | 0.58% | New | 265,100 | $14.1M |
| Darwin Wealth Management, LLC | 4.28% | Add +3.0% | 253,678 | $13.5M |
| AE Wealth Management LLC | 0.08% | Add +28.8% | 227,004 | $12.1M |
| Moneta Group Investment Advisors LLC | 0.09% | New | 219,342 | $11.6M |
| Beaumont Financial Advisors, LLC | 0.74% | Reduce -1.3% | 207,877 | $11.0M |
| MML Investors Services, LLC | 0.03% | Reduce -4.0% | 193,093 | $10.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +12.4% | 173,820 | $9.2M |
| Maridea Wealth Management LLC | 1.38% | Add +25.1% | 167,948 | $8.9M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +77.1% | 167,015 | $8.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +212.5% | 163,999 | $8.7M |
| WealthPLAN Partners, LLC | 1.29% | Reduce -2.0% | 162,667 | $8.6M |
| Geneos Wealth Management Inc. | 0.22% | Add +5.5% | 161,928 | $8.6M |
| Curi Capital, LLC | 0.16% | Reduce -2.7% | 161,432 | $8.6M |
| J.W. Cole Advisors, Inc. | 0.16% | Add +4.2% | 155,748 | $8.3M |
| Integras Partners LLC | 6.66% | Add +89.5% | 155,127 | $8.2M |
| Sentinel Pension Advisors, LLC | 1.31% | Add +0.4% | 154,758 | $8.2M |
| Lokken Investment Group LLC | 2.66% | Add +2.3% | 145,751 | $7.7M |
| Pinebridge Investments, L.P. | 0.05% | Reduce -49.2% | 138,115 | $7.3M |
| Stifel Financial Corp. | 0.01% | New | 127,360 | $6.8M |
| CWC Advisors, LLC. | 3.29% | Add +0.2% | 126,442 | $6.7M |
| Tandem Financial, LLC | 2.17% | New | 109,657 | $5.8M |
| OneAscent Financial Services LLC | 0.35% | New | 99,178 | $5.3M |
| Arete Wealth Advisors, LLC | 0.32% | Add +257.1% | 97,611 | $5.2M |
| Trademark Financial Management, LLC | 2.81% | Add +10.1% | 90,856 | $4.8M |
| Financial Management Network Inc. | 0.76% | Add +10.0% | 87,241 | $4.6M |
| Jones Financial Companies LLLP | 0.00% | Add +225.7% | 85,418 | $4.5M |
| OneAscent Wealth Management LLC | 1.45% | New | 81,105 | $4.3M |
| NewEdge Wealth, LLC | 0.06% | Reduce -1.9% | 77,379 | $4.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +8.0% | 76,910 | $4.1M |
| Harvest Investment Services, LLC | 0.81% | Reduce -57.7% | 75,504 | $4.0M |
| Sugar Maple Asset Management, LLC | 2.85% | Add +3.4% | 75,119 | $4.0M |
| Cornerstone Wealth Group, LLC | 0.26% | New | 72,007 | $3.8M |
| Royal Bank of Canada | 0.00% | Add +115.3% | 69,399 | $3.7M |
| Koshinski Asset Management, Inc. | 0.26% | New | 68,239 | $3.6M |
| Osaic Holdings, Inc. | 0.00% | Reduce -34.1% | 65,425 | $3.5M |
| NewEdge Advisors, LLC | 0.02% | Add +17.2% | 64,896 | $3.4M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +36.0% | 61,679 | $3.3M |
| Ancora Advisors LLC | 0.07% | Reduce -6.8% | 61,198 | $3.2M |
| Adams Wealth Management | 0.66% | Reduce -27.9% | 58,342 | $3.1M |
| CacheTech Inc. | 0.62% | Reduce -27.9% | 58,342 | $3.1M |
| Wayfinding Financial, LLC | 1.25% | Add +0.6% | 54,820 | $2.9M |
| MPWM Advisory Solutions, LLC | 1.67% | Add +0.7% | 52,784 | $2.8M |
| Piedmont Capital Management, LLC | 1.37% | Add +5.3% | 49,292 | $2.6M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -53.7% | 45,115 | $2.4M |
| Summit Financial, LLC | 0.03% | New | 39,869 | $2.1M |
| Advisor OS, LLC | 0.17% | Reduce -2.3% | 37,851 | $2.0M |
| Breakwater Capital Group | 0.29% | Add +7.6% | 36,953 | $2.0M |
| Allen Capital Group, LLC | 0.19% | Reduce -1.5% | 36,756 | $2.0M |
| Richmond Investment Services, LLC | 0.35% | Reduce -19.4% | 35,929 | $1.9M |
| Bison Wealth, LLC | 0.17% | Add +24.7% | 34,755 | $1.8M |
| Sanctuary Advisors, LLC | 0.01% | Add +10.1% | 33,427 | $1.8M |
| Atria Investments, Inc | 0.02% | Reduce -44.7% | 31,958 | $1.7M |
| Bright Futures Wealth Management, LLC. | 1.27% | — | 30,289 | $1.6M |
| Western Wealth Management, LLC | 0.09% | Add +26.4% | 30,276 | $1.6M |
| Crossmark Global Holdings, Inc. | 0.02% | Add +2.9% | 29,851 | $1.6M |
| Cathy Pareto & Associates, Inc. | 1.17% | Add +39.9% | 29,250 | $1.6M |
| PCG Wealth Advisors, LLC | 0.45% | New | 29,221 | $1.6M |
| Impact Partnership Wealth, LLC | 0.22% | Add +120.5% | 27,768 | $1.5M |
| Mutual Advisors, LLC | 0.03% | Add +3.4% | 27,781 | $1.5M |
| Mercer Global Advisors Inc. | 0.00% | Add +0.2% | 25,684 | $1.4M |
| Elevation Point Wealth Partners, LLC | 0.09% | New | 25,553 | $1.4M |
| Stonebridge Financial Planning Group, LLC | 0.50% | Add +33.6% | 24,888 | $1.3M |
| IHT Wealth Management, LLC | 0.03% | Add +3.0% | 22,277 | $1.2M |
| Balefire, LLC | 0.23% | Reduce -12.5% | 21,414 | $1.1M |
| Integrity Alliance, Llc. | 0.05% | Reduce -73.8% | 20,814 | $1.1M |
| Private Advisor Group, LLC | 0.01% | Add +20.9% | 20,660 | $1.1M |
| Iams Wealth Management, LLC | 0.43% | Add +68.9% | 20,241 | $1.1M |
| B.O.S.S. Retirement Advisors, LLC | 0.25% | Add +4.4% | 19,812 | $1.1M |
| Peck Wealth Management, LLC | 0.91% | — | 17,878 | $949K |
| Waverly Advisors, LLC | 0.01% | Add +46.8% | 17,464 | $927K |
| Rovin Capital /Ut/ | 0.25% | Add +2.2% | 17,285 | $918K |
| Castleview Partners, LLC | 0.48% | Reduce -57.1% | 16,669 | $885K |
| Trivium Point Advisory, LLC | 0.09% | Add +1.7% | 16,644 | $884K |
| Milestone Asset Management, LLC | 0.16% | Reduce -3.1% | 16,349 | $868K |
| Trustmark Bank Trust Department | 0.05% | Add +0.4% | 14,832 | $788K |
| Winebrenner Capital Management LLC | 0.56% | Add +20.2% | 14,588 | $775K |
| CoreCap Advisors, LLC | 0.03% | Add +34.9% | 14,233 | $756K |
| &partners | 0.00% | Add +30.9% | 13,836 | $735K |
| Narwhal Capital Management | 0.05% | New | 13,381 | $711K |
| MAI Capital Management | 0.00% | Add +18.5% | 12,709 | $675K |
| Commonwealth Equity Services, LLC | 0.00% | Add +13.3% | 12,635 | $671K |
| Optivise Advisory Services LLC | 0.39% | Add +6.3% | 12,439 | $660K |
| Symphony Financial, Ltd. Co. | 0.08% | Add +2.0% | 12,383 | $657K |
| WESPAC Advisors, LLC | 0.38% | Add +88.4% | 12,193 | $647K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +19.0% | 11,839 | $629K |
| AlphaCore Capital LLC | 0.02% | No change | 11,374 | $604K |
| TCP Asset Management, LLC | 0.11% | Reduce -67.8% | 11,171 | $593K |
| Truist Financial Corp. | 0.00% | Reduce -25.8% | 10,839 | $576K |
| UMB Bank, n.a. | 0.01% | New | 10,700 | $568K |
| Lowe Wealth Advisors, LLC | 0.20% | Add +0.7% | 10,486 | $557K |
| Heritage Oak Wealth Advisors LLC | 0.20% | Reduce -16.2% | 10,040 | $533K |
| OneAscent Family Office, LLC | 0.41% | New | 9,520 | $506K |
| Visionary Wealth Advisors | 0.02% | Reduce -89.2% | 9,336 | $496K |
| Summit Wealth Partners, LLC | 0.08% | No change | 8,398 | $446K |
| Redhawk Wealth Advisors, Inc. | 0.05% | Add +0.6% | 7,682 | $408K |
| Mosaic Financial Group, LLC | 0.27% | Add +1.1% | 7,140 | $379K |
| Quantinno Capital Management LP | 0.00% | Reduce -7.5% | 6,998 | $372K |
| LifeWealth Investments, LLC | 0.12% | Add +18.6% | 6,617 | $351K |
| Chris Bulman Inc | 0.17% | Reduce -26.3% | 6,524 | $346K |
| Portside Wealth Group, LLC | 0.05% | Add +10.0% | 6,248 | $332K |
| Balboa Wealth Partners | 0.06% | Reduce -1.3% | 6,192 | $329K |
| Kestra Advisory Services, LLC | 0.00% | Add +40.2% | 5,932 | $315K |
| Wealth Watch Advisors, INC | 0.12% | Reduce -8.8% | 5,484 | $291K |
| Simplicity Wealth,LLC | 0.02% | New | 5,463 | $290K |
| Collaborative Wealth Managment Inc. | 0.11% | New | 5,294 | $281K |
| Arkadios Wealth Advisors | 0.01% | Add +4.9% | 5,244 | $278K |
| Harbour Investments, Inc. | 0.01% | No change | 5,185 | $275K |
| Discipline Wealth Solutions, LLC | 0.07% | New | 4,875 | $259K |
| Sheets Smith Wealth Management | 0.03% | No change | 4,500 | $239K |
| Perennial Investment Advisors, LLC | 0.02% | Reduce -31.1% | 4,446 | $236K |
| Quest 10 Wealth Builders, Inc. | 0.21% | Add +3.9% | 4,390 | $233K |
| Elequin Capital, LP | 0.02% | No change | 4,084 | $217K |
| Equitable Holdings, Inc. | 0.00% | New | 4,006 | $213K |
| Creekside Partners | 0.09% | No change | 3,943 | $209K |
| IFP Advisors, Inc | 0.01% | Reduce -62.7% | 3,914 | $208K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 3,775 | $200K |
| Assetmark, Inc. | 0.00% | Reduce -7.2% | 2,714 | $144K |
| Allworth Financial LP | 0.00% | Add +1.4% | 2,664 | $141K |
| Clear Investment Research, LLC | 0.12% | New | 1,672 | $89K |
| FAS Wealth Partners, Inc. | 0.01% | Add +3.5% | 1,595 | $85K |
| Kiker Wealth Management, LLC | 0.04% | No change | 1,407 | $75K |
| Private Trust Co. NA | 0.01% | No change | 1,250 | $66K |
| FSA Wealth Management LLC | 0.02% | No change | 1,200 | $64K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -79.0% | 704 | $37K |
| Cwm, LLC | 0.00% | Add +177.6% | 705 | $37K |
| Comerica Bank | 0.00% | No change | 612 | $32K |
| Morgan Stanley | 0.00% | Reduce -0.2% | 458 | $24K |
| Van Eck Associates Corp. | 0.00% | Reduce -6.2% | 424 | $23K |
| Fifth Third Bancorp | 0.00% | No change | 375 | $20K |
| Advisory Services Network, LLC | 0.00% | New | 350 | $19K |
| Salem Investment Counselors Inc. | 0.00% | No change | 300 | $16K |
| Abich Financial Wealth Management LLC | 0.01% | — | 288 | $15K |
| Global Retirement Partners, LLC | 0.00% | Add +1.1% | 279 | $15K |
| Spire Wealth Management | 0.00% | Add +352.7% | 249 | $13K |
| FWL Investment Management, LLC | 0.00% | No change | 216 | $11K |
| Valley National Advisers Inc. | 0.00% | No change | 205 | $10K |
| Trust Co. of Vermont | 0.00% | New | 141 | $7K |
| Pineridge Advisors LLC | 0.00% | Add +3.0% | 138 | $7K |
| Tsfg, LLC | 0.00% | New | 117 | $6K |
| Scarborough Advisors, LLC | 0.00% | Reduce -68.0% | 89 | $5K |
| Principal Securities, Inc. | 0.00% | Reduce -50.5% | 47 | $2K |
| Farther Finance Advisors, LLC | 0.00% | New | 34 | $2K |
| Guerra Advisors Inc | 0.00% | New | 32 | $2K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 27 | $1K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 14 | $743 |
| Sterling Capital Management LLC | 0.00% | Add +11.1% | 10 | $531 |
"% of holder's portfolio" is CLOI's weight in each manager's 13F, not the share of Vaneck Clo ETF the manager owns.