VANECK CLO ETF (CLOI) Institutional Shareholders
VANECK CLO ETF (CLOI) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $893.24M in CLOI holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of CLOI tracked by InsiderSet, reporting ownership valued at approximately $104.03M in its June 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 $104.01M, representing an estimated loss of -0.02% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 49% of the total disclosed CLOI value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Independence Asset Advisors, Llc, Capital Investment Advisors, Llc, and several other long-term asset managers with concentrated positions in VANECK CLO ETF (CLOI).
This page ranks the largest institutional CLOI 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
188
Total Reported Value
$893.24M
Largest Holder
Lpl Financial Llc
Largest Position
$104.03M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
60
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.02% | 1,964,724 | $104,032,143 | $104,012,489 | -$19,654 | -0.02% | |
| Independence Asset Advisors, Llc | 26.21% | 1,900,128 | $100,610,271 | $100,592,776 | -$17,495 | -0.02% | |
| Capital Investment Advisors, Llc | 1.25% | 1,784,519 | $94,490,298 | $94,472,436 | -$17,862 | -0.02% | |
| True Private Wealth Advisors | 2.09% | 458,362 | $24,270,281 | $24,265,684 | -$4,597 | -0.02% | |
| Orion Porfolio Solutions, Llc | 0.17% | 423,873 | $22,444,082 | $22,439,837 | -$4,245 | -0.02% | |
| Sax Wealth Advisors, Llc | 0.86% | 400,699 | $21,116,862 | $21,213,005 | +$96,143 | +0.46% | |
| Deseret Mutual Benefit Administrators | 6.89% | 398,471 | $21,099,039 | $21,095,055 | -$3,984 | -0.02% | |
| Morgan Stanley | 0.00% | 319,954 | $16,941,650 | $16,938,365 | -$3,285 | -0.02% | |
| Jones Financial Companies Lllp | 0.01% | 306,340 | $16,214,564 | $16,217,640 | +$3,076 | +0.02% | |
| Gradient Investments Llc | 0.20% | 275,289 | $14,576,548 | $14,573,800 | -$2,748 | -0.02% | |
| Axxcess Wealth Management, Llc | 0.23% | 272,493 | $14,428,495 | $14,425,779 | -$2,716 | -0.02% | |
| Darwin Wealth Management, Llc | 3.95% | 272,492 | $14,428,494 | $14,425,726 | -$2,768 | -0.02% | |
| Destiny Wealth Partners, Llc | 2.02% | 269,896 | $14,301,789 | $14,288,294 | -$13,495 | -0.09% | |
| Employees' Retirement Fund Of The City Of Fort Worth | 5.04% | 266,600 | $14,116,470 | $14,113,804 | -$2,666 | -0.02% | |
| Moneta Group Investment Advisors Llc | 0.10% | 259,161 | $13,722,575 | $13,719,983 | -$2,592 | -0.02% | |
| Beaumont Financial Advisors, Llc | 0.86% | 254,492 | $13,475,345 | $13,472,806 | -$2,539 | -0.02% | |
| Mml Investors Services, Llc | 0.03% | 248,620 | $13,164,408 | $13,161,943 | -$2,465 | -0.02% | |
| Wells Fargo & Company/Mn | 0.00% | 228,901 | $12,120,310 | $12,118,019 | -$2,291 | -0.02% | |
| Diversified Portfolios, Inc. | 0.86% | 223,081 | $11,812,139 | $11,809,908 | -$2,231 | -0.02% | |
| Financial Management Network Inc | 1.57% | 207,039 | $10,952,375 | $10,960,645 | +$8,270 | +0.08% | |
| Integras Partners Llc | 5.74% | 196,467 | $10,402,902 | $10,400,963 | -$1,939 | -0.02% | |
| Oneascent Financial Services Llc | 0.49% | 194,006 | $10,272,643 | $10,270,678 | -$1,965 | -0.02% | |
| Envestnet Asset Management Inc | 0.00% | 189,420 | $10,029,804 | $10,027,895 | -$1,909 | -0.02% | |
| Wealthplan Investment Management, Llc | 0.48% | 183,109 | $9,695,624 | $9,693,790 | -$1,834 | -0.02% | |
| Geneos Wealth Management Inc. | 0.19% | 178,384 | $9,445,458 | $9,443,649 | -$1,809 | -0.02% | |
| Tandem Financial, Llc | 3.02% | 177,333 | $9,389,783 | $9,388,009 | -$1,774 | -0.02% | |
| Alpha Zero Llc | 3.49% | 174,296 | $9,211,535 | $9,227,230 | +$15,695 | +0.17% | |
| Oneascent Wealth Management Llc | 2.64% | 167,555 | $8,872,037 | $8,870,362 | -$1,675 | -0.02% | |
| Maridea Wealth Management Llc | 0.91% | 157,402 | $8,334,460 | $8,332,862 | -$1,598 | -0.02% | |
| Stifel Financial Corp | 0.01% | 153,588 | $8,132,180 | $8,130,949 | -$1,231 | -0.02% | |
| Wealthplan Partners, Llc | 1.52% | 150,428 | $7,965,143 | $7,963,658 | -$1,485 | -0.02% | |
| Curi Capital, Llc | 0.12% | 146,408 | $7,752,313 | $7,750,840 | -$1,473 | -0.02% | |
| Kestra Private Wealth Services, Llc | 0.08% | 143,809 | $7,614,687 | $7,613,248 | -$1,439 | -0.02% | |
| Atria Investments, Inc | 0.08% | 142,469 | $7,543,754 | $7,542,309 | -$1,445 | -0.02% | |
| Cwc Advisors, Llc. | 3.18% | 135,390 | $7,168,901 | $7,167,547 | -$1,354 | -0.02% | |
| Osaic Holdings, Inc. | 0.01% | 126,158 | $6,680,147 | $6,678,805 | -$1,342 | -0.02% | |
| Advisor Os, Llc | 0.45% | 126,017 | $6,672,577 | $6,671,340 | -$1,237 | -0.02% | |
| Corecap Advisors, Llc | 0.20% | 125,174 | $6,627,940 | $6,626,712 | -$1,228 | -0.02% | |
| Mpwm Advisory Solutions, Llc | 2.51% | 103,696 | $5,490,687 | $5,489,666 | -$1,021 | -0.02% | |
| Ferguson Shapiro Llc | 1.50% | 96,010 | $5,083,750 | $5,082,769 | -$981 | -0.02% | |
| Synergy Investment Management, Llc | 1.19% | 92,578 | $4,902,073 | $4,901,079 | -$994 | -0.02% | |
| Steward Partners Investment Advisory, Llc | 0.02% | 92,297 | $4,887,126 | $4,886,203 | -$923 | -0.02% | |
| Cornerstone Wealth Group, Llc | 0.26% | 83,973 | $4,446,354 | $4,445,531 | -$823 | -0.02% | |
| Cathy Pareto & Associates, Inc | 2.58% | 83,234 | $4,407,262 | $4,406,408 | -$854 | -0.02% | |
| Western Wealth Management, Llc | 0.14% | 79,979 | $4,234,895 | $4,234,088 | -$807 | -0.02% | |
| Sugar Maple Asset Management, Llc | 2.66% | 77,902 | $4,124,916 | $4,124,132 | -$784 | -0.02% | |
| Bright Futures Wealth Management, Llc. | 2.53% | 73,928 | $3,914,484 | $3,913,748 | -$736 | -0.02% | |
| Kestra Advisory Services, Llc | 0.01% | 72,756 | $3,852,450 | $3,851,703 | -$747 | -0.02% | |
| Harvest Investment Services, Llc | 0.57% | 69,960 | $3,704,406 | $3,703,682 | -$724 | -0.02% | |
| Heritage Oak Wealth Advisors Llc | 1.04% | 66,355 | $3,513,497 | $3,512,834 | -$663 | -0.02% |
Frequently asked questions about CLOI
Who owns the most CLOI stock?
The largest holders of CLOI are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for VANECK CLO ETF (CLOI).
Is CLOI widely held by superinvestors?
Many widely followed stocks like CLOI appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CLOI is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.