Vaneck Clo ETFCLOIETF
13F holders, Q4 2025 (December 31)177holders +18
35new positions
17sold out
$52.81avg. 13F price*
At the end of Q4 2025, 177 institutions reported holding Vaneck Clo ETF (CLOI) in their 13F filings, up 18 from Q3 2025. 35 opened new positions and 17 sold out. The largest holders were LPL Financial LLC ($107.1M), Independence Asset Advisors, LLC ($84.0M) and Capital Investment Advisors, LLC ($82.6M).
- Company
- Vaneck Clo ETF
- CUSIP
- 92189H748
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $53.6M |
| Exits | 17 | $47.7M |
All 13F filers, Q3 2025 → Q4 2025: 2,533,463 shares bought and 1,515,969 shares sold, net +1,017,494 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 177 holders
| LPL Financial LLC | 0.03% | Add +26.1% | 2,027,584 | $107.1M |
| Independence Asset Advisors, LLC | 46.28% | Add +1.1% | 1,589,919 | $84.0M |
| Capital Investment Advisors, LLC | 1.26% | Add +9.0% | 1,563,732 | $82.6M |
| Syon Capital LLC | 1.76% | Reduce -0.1% | 668,090 | $35.3M |
| Orion Porfolio Solutions, LLC | 0.24% | Reduce -2.6% | 607,560 | $32.1M |
| Pinebridge Investments LLC | 0.23% | — | 597,043 | $31.5M |
| Sax Wealth Advisors, LLC | 0.90% | Add +36.2% | 362,439 | $19.1M |
| TRUE Private Wealth Advisors | 1.89% | Add +6.3% | 357,729 | $18.9M |
| HighTower Advisors, LLC | 0.02% | Add +2.1% | 321,035 | $17.0M |
| WealthPlan Investment Management, LLC | 0.95% | Reduce -12.8% | 282,187 | $14.9M |
| Deseret Mutual Benefit Administrators | 6.25% | Reduce -4.7% | 277,556 | $14.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +64.8% | 270,211 | $14.3M |
| Gradient Investments LLC | 0.22% | Add +0.8% | 267,392 | $14.1M |
| Darwin Wealth Management, LLC | 4.25% | Add +2.2% | 259,273 | $13.7M |
| Axxcess Wealth Management, LLC | 0.24% | New | 255,648 | $13.5M |
| AE Wealth Management LLC | 0.07% | Add +7.6% | 244,329 | $12.9M |
| Moneta Group Investment Advisors LLC | 0.09% | Add +4.8% | 229,940 | $12.1M |
| Employees' Retirement Fund of the City of Fort Worth | 5.36% | New | 226,600 | $12.0M |
| Beaumont Financial Advisors, LLC | 0.72% | Reduce -0.9% | 205,946 | $10.9M |
| MML Investors Services, LLC | 0.03% | Add +0.6% | 194,165 | $10.3M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +11.2% | 185,721 | $9.8M |
| Jones Financial Companies LLLP | 0.01% | Add +98.0% | 169,156 | $8.9M |
| Curi Capital, LLC | 0.15% | Add +4.5% | 168,785 | $8.9M |
| Integras Partners LLC | 6.85% | Add +3.5% | 160,524 | $8.5M |
| WealthPLAN Partners, LLC | 1.26% | Reduce -2.1% | 159,184 | $8.4M |
| Maridea Wealth Management LLC | 1.26% | Reduce -5.4% | 158,892 | $8.4M |
| Geneos Wealth Management Inc. | 0.20% | Reduce -3.1% | 156,918 | $8.3M |
| J.W. Cole Advisors, Inc. | 0.20% | Add +0.2% | 156,058 | $8.2M |
| OneAscent Financial Services LLC | 0.65% | Add +34.6% | 133,546 | $7.1M |
| CWC Advisors, LLC. | 3.37% | Add +4.4% | 132,016 | $7.0M |
| Stifel Financial Corp. | 0.01% | Add +1.9% | 129,848 | $6.9M |
| Sentinel Pension Advisors, LLC | 1.01% | Reduce -19.4% | 124,693 | $6.6M |
| Financial Management Network Inc. | 0.88% | Add +20.6% | 105,188 | $5.6M |
| Diversified Portfolios, Inc. | 0.45% | New | 102,794 | $5.4M |
| Koshinski Asset Management, Inc. | 0.35% | Add +50.6% | 102,783 | $5.4M |
| Osaic Holdings, Inc. | 0.01% | Add +54.8% | 101,291 | $5.3M |
| Thrivent Financial for Lutherans | 0.01% | New | 99,552 | $5.3M |
| Arete Wealth Advisors, LLC | 0.36% | Add +0.2% | 97,800 | $5.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +22.4% | 94,154 | $5.0M |
| MPWM Advisory Solutions, LLC | 2.70% | Add +74.1% | 91,906 | $4.9M |
| Trademark Financial Management, LLC | 2.66% | Add +0.9% | 91,646 | $4.8M |
| Dakota Wealth Management | 0.09% | New | 90,596 | $4.8M |
| Harvest Investment Services, LLC | 0.85% | Add +13.1% | 85,376 | $4.5M |
| OneAscent Wealth Management LLC | 1.47% | Add +3.0% | 83,507 | $4.4M |
| Kestra Private Wealth Services, LLC | 0.05% | Add +30.2% | 80,284 | $4.2M |
| Sugar Maple Asset Management, LLC | 2.75% | Add +3.2% | 77,553 | $4.1M |
| Cornerstone Wealth Group, LLC | 0.28% | Add +5.8% | 76,211 | $4.0M |
| Ferguson Shapiro LLC | 1.22% | Reduce -71.9% | 75,344 | $4.0M |
| Morgan Stanley | 0.00% | Add +16075.3% | 74,083 | $3.9M |
| Ancora Advisors LLC | 0.07% | Add +5.1% | 64,336 | $3.4M |
| Flow Traders U.S. LLC | 0.11% | New | 60,888 | $3.2M |
| Bison Wealth, LLC | 0.32% | Add +57.6% | 54,792 | $2.9M |
| Richmond Investment Services, LLC | 0.50% | Add +51.8% | 54,541 | $2.9M |
| Piedmont Capital Management, LLC | 1.45% | Add +9.1% | 53,776 | $2.8M |
| Adams Wealth Management | 0.60% | Reduce -8.0% | 53,664 | $2.8M |
| CacheTech Inc. | 0.53% | Reduce -8.0% | 53,664 | $2.8M |
| WESPAC Advisors, LLC | 1.54% | Add +339.8% | 53,628 | $2.8M |
| Cathy Pareto & Associates, Inc. | 1.82% | Add +70.1% | 49,743 | $2.6M |
| Breakwater Capital Group | 0.34% | Add +24.5% | 46,015 | $2.4M |
| NorthCoast Asset Management LLC | 0.05% | Reduce -2.6% | 43,922 | $2.3M |
| Jane Street Group, LLC | 0.00% | New | 43,427 | $2.3M |
| Advisor OS, LLC | 0.18% | Add +9.2% | 41,313 | $2.2M |
| Summit Financial, LLC | 0.03% | Reduce -0.7% | 39,591 | $2.1M |
| Allen Capital Group, LLC | 0.19% | Add +4.6% | 38,439 | $2.0M |
| Royal Bank of Canada | 0.00% | Reduce -45.2% | 38,014 | $2.0M |
| Sanctuary Advisors, LLC | 0.01% | Add +3.7% | 34,653 | $1.8M |
| Winebrenner Capital Management LLC | 1.19% | Add +132.7% | 33,939 | $1.8M |
| Bright Futures Wealth Management, LLC. | 1.33% | Add +11.4% | 33,757 | $1.8M |
| NewEdge Advisors, LLC | 0.01% | Reduce -48.6% | 33,357 | $1.8M |
| Western Wealth Management, LLC | 0.08% | Add +10.0% | 33,304 | $1.8M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +161.5% | 30,957 | $1.6M |
| Private Advisor Group, LLC | 0.01% | Add +47.2% | 30,418 | $1.6M |
| Impact Partnership Wealth, LLC | 0.21% | Add +9.5% | 30,415 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +138.6% | 30,145 | $1.6M |
| MAI Capital Management | 0.01% | Add +135.4% | 29,916 | $1.6M |
| Mutual Advisors, LLC | 0.03% | Add +0.3% | 27,854 | $1.5M |
| Elevation Point Wealth Partners, LLC | 0.07% | Add +7.3% | 27,422 | $1.4M |
| Vestmark Advisory Solutions, Inc. | 0.02% | New | 27,422 | $1.4M |
| Atria Investments, Inc | 0.02% | Reduce -14.2% | 27,408 | $1.4M |
| PCG Wealth Advisors, LLC | 0.41% | Reduce -6.6% | 27,305 | $1.4M |
| Stonebridge Financial Planning Group, LLC | 0.52% | Add +9.0% | 27,121 | $1.4M |
| Galvin, Gaustad & Stein, LLC | 0.11% | New | 26,235 | $1.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -88.0% | 20,849 | $1.1M |
| ProCore Advisors, LLC | 1.11% | — | 20,481 | $1.1M |
| IHT Wealth Management, LLC | 0.03% | Reduce -8.7% | 20,332 | $1.1M |
| Milestone Asset Management, LLC | 0.19% | Add +19.4% | 19,513 | $1.0M |
| Waverly Advisors, LLC | 0.01% | Add +9.5% | 19,122 | $1.0M |
| Rovin Capital /Ut/ | 0.25% | Add +2.3% | 17,681 | $934K |
| Trivium Point Advisory, LLC | 0.09% | Add +6.2% | 17,677 | $934K |
| Balefire, LLC | 0.16% | Reduce -25.6% | 15,934 | $841K |
| Farther Finance Advisors, LLC | 0.01% | Add +46508.8% | 15,847 | $837K |
| Narwhal Capital Management | 0.06% | Add +16.0% | 15,517 | $819K |
| Castleview Partners, LLC | 0.39% | Reduce -10.8% | 14,865 | $785K |
| Trustmark Bank Trust Department | 0.05% | No change | 14,832 | $783K |
| UMB Bank, n.a. | 0.01% | Add +37.4% | 14,700 | $776K |
| OneAscent Family Office, LLC | 0.52% | Add +51.4% | 14,412 | $761K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -45.4% | 14,018 | $740K |
| CoreCap Advisors, LLC | 0.03% | Reduce -4.7% | 13,562 | $716K |
| Optivise Advisory Services LLC | 0.40% | Add +6.9% | 13,297 | $702K |
| &partners | 0.00% | Reduce -5.5% | 13,081 | $691K |
| Symphony Financial, Ltd. Co. | 0.09% | Add +0.9% | 12,494 | $660K |
| Truist Financial Corp. | 0.00% | Add +14.3% | 12,384 | $654K |
| Ariadne Wealth Management, LP | 0.27% | New | 12,353 | $653K |
| AlphaCore Capital LLC | 0.01% | No change | 11,374 | $603K |
| TCP Asset Management, LLC | 0.10% | Reduce -0.2% | 11,151 | $589K |
| Key Capital Management, INC | 0.55% | — | 10,439 | $551K |
| Natixis Advisors, LLC | 0.00% | New | 10,398 | $549K |
| Sheets Smith Wealth Management | 0.05% | Add +103.9% | 9,175 | $485K |
| Emissary Wealth LLC | 0.38% | — | 8,587 | $453K |
| Laffer Tengler Investments, Inc. | 0.08% | New | 8,475 | $448K |
| Summit Wealth Partners, LLC | 0.08% | No change | 8,398 | $443K |
| Mosaic Financial Group, LLC | 0.26% | Add +1.1% | 7,216 | $381K |
| Wealth Watch Advisors, INC | 0.13% | Add +25.1% | 6,861 | $362K |
| Quantinno Capital Management LP | 0.00% | Reduce -2.6% | 6,815 | $360K |
| RMR Wealth Builders | 0.03% | New | 6,727 | $355K |
| LifeWealth Investments, LLC | 0.11% | Add +0.1% | 6,625 | $350K |
| Portside Wealth Group, LLC | 0.05% | Add +5.5% | 6,593 | $348K |
| FWG Holdings, LLC | 0.13% | New | 6,388 | $339K |
| Balboa Wealth Partners | 0.05% | Add +0.6% | 6,227 | $329K |
| Arkadios Wealth Advisors | 0.01% | Add +15.1% | 6,036 | $319K |
| Heritage Family Offices, LLP | 0.14% | New | 6,000 | $317K |
| B.O.S.S. Retirement Advisors, LLC | 0.10% | Reduce -69.8% | 5,993 | $316K |
| Discipline Wealth Solutions, LLC | 0.06% | Add +22.3% | 5,960 | $315K |
| Dynamic Advisor Solutions LLC | 0.01% | New | 5,701 | $301K |
| IFP Advisors, Inc | 0.01% | Add +44.7% | 5,662 | $299K |
| Perennial Investment Advisors, LLC | 0.02% | Add +22.5% | 5,445 | $287K |
| Visionary Wealth Advisors | 0.01% | Reduce -42.0% | 5,416 | $286K |
| Collaborative Wealth Managment Inc. | 0.10% | Add +1.4% | 5,366 | $283K |
| Simplicity Wealth,LLC | 0.02% | Reduce -3.6% | 5,264 | $278K |
| Equitable Holdings, Inc. | 0.00% | Add +27.4% | 5,103 | $269K |
| Creekside Partners | 0.11% | Add +28.3% | 5,057 | $267K |
| L & S Advisors Inc | 0.03% | New | 5,056 | $267K |
| Heritage Oak Wealth Advisors LLC | 0.10% | Reduce -50.0% | 5,025 | $265K |
| Harbour Investments, Inc. | 0.01% | Reduce -3.6% | 4,996 | $264K |
| Redhawk Wealth Advisors, Inc. | 0.03% | Reduce -37.3% | 4,816 | $254K |
| Quest 10 Wealth Builders, Inc. | 0.22% | Add +8.1% | 4,744 | $251K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 4,492 | $237K |
| Elequin Capital, LP | 0.03% | No change | 4,084 | $216K |
| Ascension Capital Advisors, Inc. | 0.07% | New | 3,999 | $211K |
| Allworth Financial LP | 0.00% | Add +43.2% | 3,814 | $201K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 3,775 | $199K |
| Kingdom Financial Group LLC. | 0.05% | New | 2,784 | $147K |
| Assetmark, Inc. | 0.00% | Reduce -1.3% | 2,680 | $142K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -65.6% | 2,040 | $108K |
| Sound Income Strategies, LLC | 0.00% | New | 1,893 | $100K |
| SageView Advisory Group, LLC | 0.00% | New | 1,729 | $91K |
| FAS Wealth Partners, Inc. | 0.01% | Add +7.9% | 1,721 | $91K |
| Wealth Enhancement Trust Services, Inc. | 0.01% | — | 1,344 | $71K |
| Capital Investment Advisory Services, LLC | 0.00% | New | 1,290 | $68K |
| Private Trust Co. NA | 0.01% | No change | 1,250 | $66K |
| Peck Wealth Management, LLC | 0.06% | Reduce -93.5% | 1,167 | $62K |
| Lanark Financial, Inc. | 0.00% | New | 1,147 | $61K |
| Raleigh Capital Management Inc. | 0.02% | New | 810 | $43K |
| Wells Fargo & Company | 0.00% | New | 705 | $37K |
| Comerica Bank | 0.00% | No change | 612 | $32K |
| Van Eck Associates Corp. | 0.00% | Add +21.7% | 516 | $27K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 300 | $16K |
| Global Retirement Partners, LLC | 0.00% | Add +1.1% | 282 | $15K |
| Cwm, LLC | 0.00% | Reduce -62.7% | 263 | $14K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 224 | $12K |
| Bank of America Corp. | 0.00% | New | 218 | $12K |
| FWL Investment Management, LLC | 0.00% | Reduce -7.4% | 200 | $11K |
| Networth Advisors, LLC | 0.01% | — | 197 | $10K |
| Valley National Advisers Inc. | 0.00% | No change | 205 | $10K |
| Lloyd Advisory Services, LLC. | 0.00% | New | 180 | $10K |
| Jessup Wealth Management, Inc | 0.00% | New | 157 | $8K |
| Tsfg, LLC | 0.00% | Add +1.7% | 119 | $6K |
| PNC Financial Services Group, Inc. | 0.00% | New | 112 | $6K |
| Scarborough Advisors, LLC | 0.00% | Add +1.1% | 90 | $5K |
| Tucker Asset Management LLC | 0.00% | New | 86 | $5K |
| Spire Wealth Management | 0.00% | Reduce -77.1% | 57 | $3K |
| Signature Equity Partners, LLC | 0.00% | — | 55 | $3K |
| Crewe Advisors LLC | 0.00% | New | 27 | $1K |
| Elevated Capital Advisors, LLC | 0.00% | New | 23 | $1K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -25.9% | 20 | $1K |
| Sterling Capital Management LLC | 0.00% | No change | 10 | $528 |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -92.9% | 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.