CLOB Institutional Ownership & Shareholders
VANECK AA-BB CLO ETF (CLOB) is currently held by 27 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $79.70M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Independence Asset Advisors, Llc is currently the largest disclosed institutional shareholder of CLOB tracked by InsiderSet, reporting ownership valued at approximately $47.25M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $47.20M, representing an estimated loss of -0.11% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 89% of the total disclosed CLOB value among the investors covered in this analysis. Major shareholders include Independence Asset Advisors, Llc, L & S Advisors Inc, Jane Street Group, Llc, and several other long-term asset managers with concentrated positions in VANECK AA-BB CLO ETF (CLOB).
This page ranks the largest institutional CLOB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
27
Total Reported Value
$79.70M
Largest Holder
Independence Asset Advisors, Llc
Largest Position
$47.25M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
32
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Independence Asset Advisors, Llc | 11.11% | 937,773 | $47,251,847 | $47,198,115 | -$53,732 | -0.11% | |
| L & S Advisors Inc | 0.57% | 108,283 | $5,469,529 | $5,449,883 | -$19,646 | -0.36% | |
| Jane Street Group, Llc | 0.00% | 90,087 | $4,550,420 | $4,534,079 | -$16,341 | -0.36% | |
| Royal Bank Of Canada | 0.00% | 56,406 | $2,849,000 | $2,838,914 | -$10,086 | -0.35% | |
| Employees' Retirement Fund Of The City Of Fort Worth | 0.72% | 39,200 | $1,975,182 | $1,972,936 | -$2,246 | -0.11% | |
| Bison Wealth, Llc | 0.16% | 38,677 | $1,939,654 | $1,946,613 | +$6,959 | +0.36% | |
| Ignite Planners, Llc | 0.25% | 38,370 | $1,933,398 | $1,931,162 | -$2,236 | -0.12% | |
| Oneascent Family Office, Llc | 0.87% | 34,317 | $1,733,400 | $1,727,175 | -$6,225 | -0.36% | |
| Diversified Portfolios, Inc. | 0.11% | 31,346 | $1,583,330 | $1,577,644 | -$5,686 | -0.36% | |
| Basso Capital Management, L.P. | 0.36% | 30,167 | $1,520,034 | $1,518,305 | -$1,729 | -0.11% | |
| Tower Research Capital Llc (Trc) | 0.03% | 27,414 | $1,384,720 | $1,379,747 | -$4,973 | -0.36% | |
| Susquehanna International Group, Llp | 0.00% | 20,910 | $1,056,193 | $1,052,400 | -$3,793 | -0.36% | |
| Osaic Holdings, Inc. | 0.00% | 18,912 | $955,231 | $951,841 | -$3,390 | -0.35% | |
| Sanctuary Advisors, Llc | 0.00% | 16,679 | $842,495 | $839,454 | -$3,041 | -0.36% | |
| Syon Capital Llc | 0.04% | 16,410 | $828,892 | $825,915 | -$2,977 | -0.36% | |
| Castleview Partners, Llc | 0.30% | 13,439 | $677,182 | $676,385 | -$797 | -0.12% | |
| Summit Financial, Llc | 0.01% | 10,263 | $518,399 | $516,537 | -$1,862 | -0.36% | |
| Newedge Advisors, Llc | 0.00% | 8,818 | $445,402 | $443,810 | -$1,592 | -0.36% | |
| Boyd Watterson Asset Management Llc/Oh | 0.11% | 8,000 | $404,091 | $402,640 | -$1,451 | -0.36% | |
| Elequin Capital, Lp | 0.01% | 6,963 | $351,711 | $350,448 | -$1,263 | -0.36% | |
| Lpl Financial Llc | 0.00% | 6,776 | $342,259 | $341,036 | -$1,223 | -0.36% | |
| Lionsbridge Wealth Management Llc | 0.35% | 6,168 | $310,789 | $310,435 | -$354 | -0.11% | |
| Ep Wealth Advisors, Llc | 0.00% | 5,555 | $280,591 | $279,583 | -$1,008 | -0.36% | |
| Darwin Wealth Management, Llc | 0.07% | 4,906 | $247,810 | $246,919 | -$891 | -0.36% | |
| Ferguson Shapiro Llc | 0.07% | 4,779 | $240,798 | $240,527 | -$271 | -0.11% | |
| Fifth Third Bancorp | 0.00% | 77 | $3,889 | $3,875 | -$14 | -0.35% | |
| Van Eck Associates Corp | 0.00% | 26 | $1,313 | $1,309 | -$4 | -0.34% |
Frequently asked questions about CLOB
Who are the largest institutional holders of CLOB?
The largest institutional holders of CLOB reported in the latest SEC Form 13F filings include Independence Asset Advisors, Llc, L & S Advisors Inc, Jane Street Group, Llc, Royal Bank Of Canada, and Employees' Retirement Fund Of The City Of Fort Worth. InsiderSet ranks institutional holders by their latest reported CLOB position.
What is CLOB institutional ownership?
This page tracks CLOB positions reported by institutional investment managers through SEC Form 13F. VANECK AA-BB CLO ETF (CLOB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CLOB?
InsiderSet currently tracks 27 institutional managers reporting CLOB holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of CLOB shareholders.
How much CLOB stock do institutions own?
Institutional investment managers disclosed approximately $79.70M in CLOB holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CLOB institutional ownership last updated?
The latest CLOB institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional CLOB holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its CLOB position after the reporting date.
Are institutions buying or selling CLOB?
Institutional buying and selling can be analyzed by comparing CLOB positions across consecutive 13F reporting periods. InsiderSet's CLOB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CLOB ownership changes.
How has CLOB institutional ownership changed over time?
InsiderSet tracks CLOB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.