VANECK AA-BB CLO ETF (CLOB) Institutional Ownership Changes & 13F Activity
VANECK AA-BB CLO ETF (CLOB). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Independence Asset Advisors, Llc, Darwin Wealth Management, Llc, Axxcess Wealth Management, Llc, L & S Advisors Inc, and Employees' Retirement Fund Of The City Of Fort Worth.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Bison Wealth, Llc | Buy | +38,240 | — | 38,240 | $1.91M | Q4 2025 | Mar 24, 2026 |
| Newedge Advisors, Llc | Buy | +400 | — | 400 | $20.27K | Q4 2025 | Feb 18, 2026 |
| Royal Bank Of Canada | Buy | +12,004 | — | 12,004 | $608.00K | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +7,641 | — | 7,641 | $387.17K | Q4 2025 | Feb 17, 2026 |
| Elequin Capital, Lp | Buy | +6,963 | — | 6,963 | $352.78K | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital Llc (Trc) | Buy | +2,639 | — | 2,639 | $133.71K | Q4 2025 | Feb 17, 2026 |
| Basso Capital Management, L.P. | Buy | +185 | — | 185 | $9.37K | Q4 2025 | Feb 17, 2026 |
| Jones Financial Companies Lllp | Buy | +94 | — | 94 | $4.76K | Q4 2025 | Feb 17, 2026 |
| Summit Financial, Llc | Buy | +9,475 | — | 9,475 | $480.05K | Q4 2025 | Feb 13, 2026 |
| Van Eck Associates Corp | Buy | +26 | — | 26 | $1.00K | Q4 2025 | Feb 13, 2026 |
| Jane Street Group, Llc | Buy | +22,571 | — | 22,571 | $1.14M | Q4 2025 | Feb 12, 2026 |
| Employees' Retirement Fund Of The City Of Fort Worth | Buy | +39,200 | — | 39,200 | $1.99M | Q4 2025 | Feb 11, 2026 |
| Syon Capital Llc | Buy | +16,410 | — | 16,410 | $831.42K | Q4 2025 | Feb 11, 2026 |
| Diversified Portfolios, Inc. | Buy | +16,326 | — | 16,326 | $827.16K | Q4 2025 | Feb 09, 2026 |
| Axxcess Wealth Management, Llc | Buy | +158,506 | — | 158,506 | $8.03M | Q4 2025 | Feb 06, 2026 |
| L & S Advisors Inc | Buy | +140,445 | — | 140,445 | $7.12M | Q4 2025 | Feb 05, 2026 |
| International Assets Investment Management, Llc | Buy | +845 | — | 845 | $42.81K | Q4 2025 | Feb 03, 2026 |
| Independence Asset Advisors, Llc | Buy | +895,536 | — | 895,536 | $45.38M | Q4 2025 | Feb 02, 2026 |
| Fifth Third Bancorp | Buy | +77 | — | 77 | $3.90K | Q4 2025 | Feb 02, 2026 |
| Ubs Group Ag | Buy | +171 | — | 171 | $8.66K | Q4 2025 | Jan 29, 2026 |
| Ferguson Shapiro Llc | Buy | +7,388 | — | 7,388 | $374.31K | Q4 2025 | Jan 26, 2026 |
| Darwin Wealth Management, Llc | Buy | +159,453 | — | 159,453 | $8.08M | Q4 2025 | Jan 22, 2026 |
| Castleview Partners, Llc | Buy | +29,831 | — | 29,831 | $1.51M | Q4 2025 | Jan 12, 2026 |
| Balefire, Llc | Buy | +6,429 | — | 6,429 | $325.73K | Q4 2025 | Jan 12, 2026 |
Frequently asked questions about CLOB activity
Which institutional owners are buying CLOB?
Institutional owners buying CLOB include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in CLOB activity?
"Buy" means an investor increased their reported position in CLOB compared to the prior reporting period. This reflects growing exposure to VANECK AA-BB CLO ETF (CLOB) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in CLOB increasing?
Institutional interest in CLOB can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.