Vaneck Clo ETFCLOIETF
13F holders, Q1 2026 (March 31)168holders −9
25new positions
31sold out
1famous investor
$52.70avg. 13F price*
At the end of Q1 2026, 168 institutions reported holding Vaneck Clo ETF (CLOI) in their 13F filings, down 9 from Q4 2025. 25 opened new positions and 31 sold out. The largest holders were Independence Asset Advisors, LLC ($98.2M), LPL Financial LLC ($94.4M) and Capital Investment Advisors, LLC ($87.7M). 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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $44.5M |
| Exits | 31 | $87.6M |
All 13F filers, Q4 2025 → Q1 2026: 2,192,907 shares bought and 3,611,655 shares sold, net −1,418,748 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 168 holders
| Independence Asset Advisors, LLC | 35.50% | Add +17.2% | 1,863,451 | $98.2M |
| LPL Financial LLC | 0.03% | Reduce -11.7% | 1,790,338 | $94.4M |
| Capital Investment Advisors, LLC | 1.28% | Add +6.4% | 1,664,382 | $87.7M |
| TRUE Private Wealth Advisors | 2.18% | Add +21.3% | 433,794 | $22.9M |
| Orion Porfolio Solutions, LLC | 0.19% | Reduce -29.5% | 428,469 | $22.6M |
| Sax Wealth Advisors, LLC | 0.92% | Reduce -0.7% | 360,072 | $19.0M |
| Deseret Mutual Benefit Administrators | 6.05% | Add +21.4% | 336,862 | $17.8M |
| Gradient Investments LLC | 0.22% | Add +0.3% | 268,297 | $14.1M |
| Destiny Wealth Partners, LLC | 1.53% | New | 264,711 | $14.0M |
| Darwin Wealth Management, LLC | 4.26% | Add +0.0% | 259,309 | $13.7M |
| Moneta Group Investment Advisors LLC | 0.10% | Add +9.5% | 251,767 | $13.3M |
| Jones Financial Companies LLLP | 0.01% | Add +48.3% | 250,900 | $13.2M |
| Employees' Retirement Fund of the City of Fort Worth | 5.18% | No change | 226,600 | $11.9M |
| Beaumont Financial Advisors, LLC | 0.81% | Add +8.5% | 223,533 | $11.8M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +18.5% | 220,161 | $11.6M |
| WealthPlan Investment Management, LLC | 0.59% | Reduce -28.8% | 200,819 | $10.6M |
| Geneos Wealth Management Inc. | 0.24% | Add +24.7% | 195,715 | $10.3M |
| MML Investors Services, LLC | 0.03% | Reduce -4.3% | 185,867 | $9.8M |
| Curi Capital, LLC | 0.16% | Add +3.3% | 174,294 | $9.2M |
| Integras Partners LLC | 5.82% | Add +4.8% | 168,209 | $8.9M |
| Maridea Wealth Management LLC | 1.25% | Add +2.1% | 162,257 | $8.6M |
| WealthPLAN Partners, LLC | 1.65% | Add +1.5% | 161,642 | $8.5M |
| Morgan Stanley | 0.00% | Add +117.5% | 161,111 | $8.5M |
| Alpha Zero LLC | 4.22% | New | 158,268 | $8.3M |
| OneAscent Financial Services LLC | 0.43% | Add +13.5% | 151,597 | $8.0M |
| Stifel Financial Corp. | 0.01% | Add +5.8% | 137,365 | $7.2M |
| CWC Advisors, LLC. | 3.33% | Add +0.7% | 132,906 | $7.0M |
| Tandem Financial, LLC | 2.31% | New | 129,819 | $6.8M |
| Financial Management Network Inc. | 1.04% | Add +23.2% | 129,560 | $6.8M |
| Diversified Portfolios, Inc. | 0.53% | Add +19.3% | 122,637 | $6.5M |
| Advisor OS, LLC | 0.45% | Add +182.5% | 116,698 | $6.2M |
| HighTower Advisors, LLC | 0.01% | Reduce -65.3% | 111,566 | $5.9M |
| Independent Advisor Alliance | 0.06% | New | 110,010 | $5.8M |
| Kestra Private Wealth Services, LLC | 0.07% | Add +28.1% | 102,809 | $5.4M |
| MPWM Advisory Solutions, LLC | 2.77% | Add +8.0% | 99,257 | $5.2M |
| Osaic Holdings, Inc. | 0.01% | Reduce -6.9% | 94,281 | $5.0M |
| Dakota Wealth Management | 0.10% | Reduce -1.6% | 89,103 | $4.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -5.5% | 88,931 | $4.7M |
| OneAscent Wealth Management LLC | 1.45% | Reduce -0.7% | 82,934 | $4.4M |
| Cornerstone Wealth Group, LLC | 0.27% | Add +6.2% | 80,957 | $4.3M |
| Bright Futures Wealth Management, LLC. | 2.84% | Add +133.5% | 78,831 | $4.2M |
| Trademark Financial Management, LLC | 2.01% | Reduce -15.2% | 77,766 | $4.1M |
| Sugar Maple Asset Management, LLC | 2.44% | Reduce -1.7% | 76,231 | $4.0M |
| Kestra Advisory Services, LLC | 0.01% | Add +3328.3% | 69,938 | $3.7M |
| Harvest Investment Services, LLC | 0.65% | Reduce -21.3% | 67,232 | $3.5M |
| Royal Bank of Canada | 0.00% | Add +71.5% | 65,206 | $3.4M |
| Ancora Advisors LLC | 0.07% | Add +0.3% | 64,564 | $3.4M |
| Sanctuary Advisors, LLC | 0.02% | Add +79.3% | 62,142 | $3.3M |
| Western Wealth Management, LLC | 0.12% | Add +84.6% | 61,476 | $3.2M |
| Ferguson Shapiro LLC | 0.98% | Reduce -19.4% | 60,747 | $3.2M |
| Cathy Pareto & Associates, Inc. | 2.14% | Add +21.4% | 60,393 | $3.2M |
| Bison Wealth, LLC | 0.30% | Add +7.2% | 58,723 | $3.1M |
| Piedmont Capital Management, LLC | 1.50% | Add +4.1% | 55,966 | $2.9M |
| Koshinski Asset Management, Inc. | 0.18% | Reduce -46.3% | 55,208 | $2.9M |
| Arete Wealth Advisors, LLC | 0.20% | Reduce -48.0% | 50,878 | $2.7M |
| Adams Wealth Management | 0.58% | Reduce -6.5% | 50,158 | $2.6M |
| CacheTech Inc. | 0.51% | Reduce -6.5% | 50,158 | $2.6M |
| Summit Financial, LLC | 0.03% | Add +20.0% | 47,517 | $2.5M |
| Winebrenner Capital Management LLC | 1.57% | Add +37.1% | 46,522 | $2.5M |
| Private Advisor Group, LLC | 0.01% | Add +44.9% | 44,063 | $2.3M |
| NorthCoast Asset Management LLC | 0.05% | Reduce -2.5% | 42,830 | $2.3M |
| Citadel Advisors | 0.00% | New | 42,391 | $2.2M |
| Richmond Investment Services, LLC | 0.35% | Reduce -24.3% | 41,264 | $2.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +29.0% | 39,941 | $2.1M |
| Allen Capital Group, LLC | 0.18% | Reduce -0.5% | 38,232 | $2.0M |
| Pinebridge Investments LLC | 0.02% | Reduce -93.8% | 37,115 | $2.0M |
| Impact Partnership Wealth, LLC | 0.24% | Add +21.9% | 37,083 | $2.0M |
| MAI Capital Management | 0.01% | Add +21.9% | 36,475 | $1.9M |
| Galvin, Gaustad & Stein, LLC | 0.15% | Add +34.8% | 35,368 | $1.9M |
| Tower Research Capital LLC (TRC) | 0.05% | New | 34,704 | $1.8M |
| Breakwater Capital Group | 0.23% | Reduce -28.8% | 32,745 | $1.7M |
| NewEdge Advisors, LLC | 0.01% | Reduce -5.8% | 31,418 | $1.7M |
| Elevation Point Wealth Partners, LLC | 0.04% | Add +13.5% | 31,136 | $1.6M |
| Vestmark Advisory Solutions, Inc. | 0.02% | Add +12.8% | 30,935 | $1.6M |
| IHT Wealth Management, LLC | 0.04% | Add +47.5% | 29,987 | $1.6M |
| Mutual Advisors, LLC | 0.03% | Add +4.5% | 29,119 | $1.5M |
| Atria Investments, Inc | 0.02% | Add +5.1% | 28,809 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | New | 28,131 | $1.5M |
| Great Valley Advisor Group, Inc. | 0.03% | New | 27,364 | $1.4M |
| Stonebridge Financial Planning Group, LLC | 0.52% | Reduce -0.5% | 26,975 | $1.4M |
| PCG Wealth Advisors, LLC | 0.33% | Reduce -8.8% | 24,889 | $1.3M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -25.6% | 22,416 | $1.2M |
| Farther Finance Advisors, LLC | 0.01% | Add +39.4% | 22,091 | $1.2M |
| Stratos Wealth Partners, LTD. | 0.01% | Add +367.6% | 21,003 | $1.1M |
| Trustmark Bank Trust Department | 0.07% | Add +40.4% | 20,829 | $1.1M |
| Waverly Advisors, LLC | 0.01% | Reduce -0.8% | 18,960 | $999K |
| Natixis Advisors, LLC | 0.00% | Add +81.4% | 18,858 | $994K |
| Narwhal Capital Management | 0.07% | Add +17.2% | 18,181 | $958K |
| Castleview Partners, LLC | 0.49% | Add +22.2% | 18,171 | $958K |
| Balefire, LLC | 0.16% | Add +0.6% | 16,034 | $845K |
| UMB Bank, n.a. | 0.01% | No change | 14,700 | $775K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -34.4% | 13,668 | $718K |
| OneAscent Family Office, LLC | 0.49% | Reduce -6.8% | 13,437 | $708K |
| Optivise Advisory Services LLC | 0.42% | Reduce -0.4% | 13,241 | $698K |
| Milestone Asset Management, LLC | 0.13% | Reduce -32.1% | 13,240 | $698K |
| Sentinel Pension Advisors, LLC | 0.10% | Reduce -89.6% | 12,997 | $685K |
| &partners | 0.00% | Reduce -2.6% | 12,743 | $672K |
| Ariadne Wealth Management, LP | 0.29% | No change | 12,353 | $651K |
| AlphaCore Capital LLC | 0.01% | No change | 11,374 | $599K |
| TCP Asset Management, LLC | 0.08% | No change | 11,151 | $588K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +75.6% | 10,010 | $528K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -30.8% | 9,703 | $511K |
| Symphony Financial, Ltd. Co. | 0.07% | Reduce -23.2% | 9,592 | $505K |
| Laffer Tengler Investments, Inc. | 0.08% | Add +8.4% | 9,187 | $484K |
| RMR Wealth Builders | 0.04% | Add +36.0% | 9,151 | $482K |
| Sheets Smith Wealth Management | 0.05% | Reduce -9.8% | 8,275 | $436K |
| Wedmont Private Capital | 0.01% | New | 7,927 | $417K |
| Wealth Watch Advisors, INC | 0.17% | Add +13.7% | 7,800 | $411K |
| Arkadios Wealth Advisors | 0.01% | Add +26.0% | 7,608 | $401K |
| Truist Financial Corp. | 0.00% | Reduce -40.6% | 7,350 | $387K |
| IFP Advisors, Inc | 0.01% | Add +26.1% | 7,140 | $376K |
| Raymond James Financial Inc. | 0.00% | New | 6,920 | $365K |
| AE Wealth Management LLC | 0.00% | Reduce -97.2% | 6,854 | $361K |
| Portside Wealth Group, LLC | 0.05% | Add +2.2% | 6,736 | $355K |
| Mosaic Financial Group, LLC | 0.24% | Reduce -9.4% | 6,538 | $345K |
| FWG Holdings, LLC | 0.12% | Reduce -8.9% | 5,819 | $306K |
| Emissary Wealth LLC | 0.28% | Reduce -33.3% | 5,732 | $302K |
| Balboa Wealth Partners | 0.05% | Reduce -8.1% | 5,722 | $302K |
| Creekside Partners | 0.11% | No change | 5,057 | $267K |
| Summit Wealth Partners, LLC | 0.04% | Reduce -40.6% | 4,985 | $263K |
| BXM Wealth LLC | 0.20% | New | 4,965 | $262K |
| WESPAC Advisors, LLC | 0.14% | Reduce -90.8% | 4,923 | $259K |
| Redhawk Wealth Advisors, Inc. | 0.03% | Add +0.4% | 4,835 | $255K |
| Lionsbridge Wealth Management LLC | 0.26% | New | 4,822 | $254K |
| Strategic Financial Concepts, LLC | 0.06% | New | 4,801 | $253K |
| Ascension Capital Advisors, Inc. | 0.08% | Add +19.5% | 4,780 | $252K |
| Magnus Financial Group LLC | 0.02% | New | 4,534 | $239K |
| L & S Advisors Inc | 0.03% | Reduce -11.4% | 4,479 | $236K |
| MinichMacGregor Wealth Management, LLC | 0.04% | New | 4,465 | $235K |
| Clear Investment Research, LLC | 0.35% | New | 4,271 | $225K |
| Heritage Family Offices, LLP | 0.09% | Reduce -33.9% | 3,967 | $209K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 3,775 | $200K |
| Harbour Investments, Inc. | 0.00% | Reduce -36.4% | 3,180 | $168K |
| Arax Advisory Partners | 0.00% | New | 2,793 | $147K |
| Allworth Financial LP | 0.00% | Reduce -28.3% | 2,736 | $144K |
| Wells Fargo & Company | 0.00% | Add +269.1% | 2,602 | $137K |
| FAS Wealth Partners, Inc. | 0.01% | Add +38.8% | 2,389 | $126K |
| Sound Income Strategies, LLC | 0.00% | No change | 1,893 | $99K |
| Assetmark, Inc. | 0.00% | Reduce -32.5% | 1,810 | $95K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 1,290 | $68K |
| Private Trust Co. NA | 0.01% | No change | 1,250 | $66K |
| Cwm, LLC | 0.00% | Add +366.9% | 1,228 | $65K |
| Quest 10 Wealth Builders, Inc. | 0.04% | Reduce -80.2% | 941 | $50K |
| Smallwood Wealth Investment Management, LLC | 0.02% | New | 875 | $46K |
| Lanark Financial, Inc. | 0.00% | Reduce -28.9% | 816 | $43K |
| JPMorgan Chase & Co. | 0.00% | New | 732 | $39K |
| CoreCap Advisors, LLC | 0.00% | Reduce -95.2% | 656 | $35K |
| Fifth Third Bancorp | 0.00% | New | 612 | $32K |
| FWL Investment Management, LLC | 0.01% | Add +193.0% | 586 | $31K |
| Van Eck Associates Corp. | 0.00% | Add +3.1% | 532 | $28K |
| Advisory Services Network, LLC | 0.00% | New | 350 | $18K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +10.3% | 247 | $13K |
| Valley National Advisers Inc. | 0.00% | No change | 205 | $10K |
| Sage Mountain Advisors LLC | 0.00% | New | 184 | $10K |
| Tsfg, LLC | 0.00% | Add +0.8% | 120 | $6K |
| Vision Retirement, LLC | 0.00% | New | 103 | $5K |
| Tucker Asset Management LLC | 0.00% | No change | 86 | $5K |
| Spire Wealth Management | 0.00% | Add +1.8% | 58 | $3K |
| Signature Equity Partners, LLC | 0.00% | No change | 55 | $3K |
| BlackRock, Inc. | 0.00% | New | 54 | $3K |
| Key Capital Management, INC | 0.00% | Reduce -99.6% | 41 | $2K |
| Networth Advisors, LLC | 0.00% | Reduce -85.3% | 29 | $2K |
| Elevated Capital Advisors, LLC | 0.00% | No change | 23 | $1K |
| Scarborough Advisors, LLC | 0.00% | Reduce -74.4% | 23 | $1K |
| Lloyd Advisory Services, LLC. | 0.00% | Reduce -98.9% | 2 | $114 |
| Kingdom Financial Group LLC. | 0.00% | Reduce -99.9% | 2 | $114 |
| Russell Investments Group, Ltd. | 0.00% | New | 1 | $53 |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 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.