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 $807.66M in CLOI holdings during the latest filing period.
Independence Asset Advisors, Llc is currently the largest disclosed institutional shareholder of CLOI tracked by InsiderSet, reporting ownership valued at approximately $100.61M 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 $100.69M, representing an estimated gain of +0.08% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 51% of the total disclosed CLOI value among the investors covered in this analysis. Major shareholders include Independence Asset Advisors, Llc, Lpl Financial 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
179
Total Reported Value
$807.66M
Largest Holder
Independence Asset Advisors, Llc
Largest Position
$100.61M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
108
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 | 26.21% | 1,900,128 | $100,610,271 | $100,687,783 | +$77,512 | +0.08% | |
| Lpl Financial Llc | 0.03% | 1,790,338 | $94,350,794 | $94,870,011 | +$519,217 | +0.55% | |
| Capital Investment Advisors, Llc | 1.41% | 1,664,382 | $87,712,939 | $88,195,602 | +$482,663 | +0.55% | |
| True Private Wealth Advisors | 2.09% | 458,362 | $24,270,281 | $24,288,602 | +$18,321 | +0.08% | |
| Orion Porfolio Solutions, Llc | 0.19% | 428,469 | $22,580,305 | $22,704,572 | +$124,267 | +0.55% | |
| Sax Wealth Advisors, Llc | 0.86% | 400,699 | $21,116,862 | $21,233,040 | +$116,178 | +0.55% | |
| Deseret Mutual Benefit Administrators | 6.05% | 336,862 | $17,752,627 | $17,850,317 | +$97,690 | +0.55% | |
| Gradient Investments Llc | 0.20% | 275,289 | $14,576,548 | $14,587,564 | +$11,016 | +0.08% | |
| Axxcess Wealth Management, Llc | 0.23% | 272,493 | $14,428,495 | $14,439,404 | +$10,909 | +0.08% | |
| Darwin Wealth Management, Llc | 3.95% | 272,492 | $14,428,494 | $14,439,351 | +$10,857 | +0.08% | |
| Destiny Wealth Partners, Llc | 1.53% | 264,711 | $13,950,261 | $14,027,036 | +$76,775 | +0.55% | |
| Moneta Group Investment Advisors Llc | 0.10% | 251,767 | $13,268,121 | $13,341,133 | +$73,012 | +0.55% | |
| Jones Financial Companies Lllp | 0.01% | 250,900 | $13,204,890 | $13,295,191 | +$90,301 | +0.68% | |
| Employees' Retirement Fund Of The City Of Fort Worth | 5.18% | 226,600 | $11,941,820 | $12,007,534 | +$65,714 | +0.55% | |
| Beaumont Financial Advisors, Llc | 0.81% | 223,533 | $11,780,182 | $11,845,014 | +$64,832 | +0.55% | |
| Integras Partners Llc | 5.74% | 196,467 | $10,402,902 | $10,410,786 | +$7,884 | +0.08% | |
| Geneos Wealth Management Inc. | 0.24% | 195,715 | $10,314,161 | $10,370,938 | +$56,777 | +0.55% | |
| Mml Investors Services, Llc | 0.03% | 185,867 | $9,795,180 | $9,849,092 | +$53,912 | +0.55% | |
| Wealthplan Investment Management, Llc | 0.48% | 183,109 | $9,695,624 | $9,702,946 | +$7,322 | +0.08% | |
| Alpha Zero Llc | 3.49% | 174,296 | $9,211,535 | $9,235,945 | +$24,410 | +0.26% | |
| Curi Capital, Llc | 0.16% | 174,294 | $9,185,273 | $9,235,839 | +$50,566 | +0.55% | |
| Maridea Wealth Management Llc | 1.25% | 162,257 | $8,550,965 | $8,597,998 | +$47,033 | +0.55% | |
| Morgan Stanley | 0.00% | 161,111 | $8,490,552 | $8,537,272 | +$46,720 | +0.55% | |
| Oneascent Financial Services Llc | 0.43% | 151,597 | $7,989,184 | $8,033,125 | +$43,941 | +0.55% | |
| Wealthplan Partners, Llc | 1.52% | 150,428 | $7,965,143 | $7,971,180 | +$6,037 | +0.08% | |
| Kestra Private Wealth Services, Llc | 0.08% | 143,809 | $7,614,687 | $7,620,439 | +$5,752 | +0.08% | |
| Atria Investments, Inc | 0.08% | 142,469 | $7,543,754 | $7,549,432 | +$5,678 | +0.08% | |
| Stifel Financial Corp | 0.01% | 137,365 | $7,239,122 | $7,278,971 | +$39,849 | +0.55% | |
| Cwc Advisors, Llc. | 3.18% | 135,390 | $7,168,901 | $7,174,316 | +$5,415 | +0.08% | |
| Tandem Financial, Llc | 2.31% | 129,819 | $6,841,462 | $6,879,109 | +$37,647 | +0.55% | |
| Financial Management Network Inc | 1.04% | 129,560 | $6,807,107 | $6,865,384 | +$58,277 | +0.86% | |
| Corecap Advisors, Llc | 0.20% | 125,174 | $6,627,940 | $6,632,970 | +$5,030 | +0.08% | |
| Diversified Portfolios, Inc. | 0.53% | 122,637 | $6,462,970 | $6,498,535 | +$35,565 | +0.55% | |
| Advisor Os, Llc | 0.45% | 116,698 | $6,150,016 | $6,183,827 | +$33,811 | +0.55% | |
| Hightower Advisors, Llc | 0.01% | 111,566 | $5,879,514 | $5,911,882 | +$32,368 | +0.55% | |
| Independent Advisor Alliance | 0.06% | 110,010 | $5,797,539 | $5,829,430 | +$31,891 | +0.55% | |
| Mpwm Advisory Solutions, Llc | 2.77% | 99,257 | $5,230,833 | $5,259,628 | +$28,795 | +0.55% | |
| Ferguson Shapiro Llc | 1.50% | 96,010 | $5,083,750 | $5,087,570 | +$3,820 | +0.08% | |
| Osaic Holdings, Inc. | 0.01% | 94,281 | $4,968,614 | $4,995,950 | +$27,336 | +0.55% | |
| Dakota Wealth Management | 0.10% | 89,103 | $4,695,709 | $4,721,568 | +$25,859 | +0.55% | |
| Envestnet Asset Management Inc | 0.00% | 88,931 | $4,686,689 | $4,712,454 | +$25,765 | +0.55% | |
| Cornerstone Wealth Group, Llc | 0.26% | 83,973 | $4,446,354 | $4,449,729 | +$3,375 | +0.08% | |
| Cathy Pareto & Associates, Inc | 2.58% | 83,234 | $4,407,262 | $4,410,570 | +$3,308 | +0.08% | |
| Oneascent Wealth Management Llc | 1.45% | 82,934 | $4,370,622 | $4,394,673 | +$24,051 | +0.55% | |
| Sugar Maple Asset Management, Llc | 2.66% | 77,902 | $4,124,916 | $4,128,027 | +$3,111 | +0.08% | |
| Bright Futures Wealth Management, Llc. | 2.53% | 73,928 | $3,914,484 | $3,917,445 | +$2,961 | +0.08% | |
| Kestra Advisory Services, Llc | 0.01% | 72,756 | $3,852,450 | $3,855,340 | +$2,890 | +0.08% | |
| Harvest Investment Services, Llc | 0.65% | 67,232 | $3,543,170 | $3,562,624 | +$19,454 | +0.55% | |
| Heritage Oak Wealth Advisors Llc | 1.04% | 66,355 | $3,513,497 | $3,516,151 | +$2,654 | +0.08% | |
| Royal Bank Of Canada | 0.00% | 65,206 | $3,436,000 | $3,455,266 | +$19,266 | +0.56% |
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.