VANECK CLO ETF (CLOI) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $752.00M 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 $98.20M in its March 31, 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 $98.54M, representing an estimated gain of +0.34% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 54% 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
163
Total Reported Value
$752.00M
Largest Holder
Independence Asset Advisors, Llc
Largest Position
$98.20M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
174
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 | 35.50% | 1,863,451 | $98,202,522 | $98,539,289 | +$336,767 | +0.34% | |
| Lpl Financial Llc | 0.03% | 1,790,338 | $94,350,794 | $94,673,073 | +$322,279 | +0.34% | |
| Capital Investment Advisors, Llc | 1.41% | 1,664,382 | $87,712,939 | $88,012,520 | +$299,581 | +0.34% | |
| True Private Wealth Advisors | 2.18% | 433,794 | $22,860,959 | $22,939,027 | +$78,068 | +0.34% | |
| Orion Porfolio Solutions, Llc | 0.19% | 428,469 | $22,580,305 | $22,657,441 | +$77,136 | +0.34% | |
| Sax Wealth Advisors, Llc | 0.92% | 360,072 | $19,015,413 | $19,040,607 | +$25,194 | +0.13% | |
| Deseret Mutual Benefit Administrators | 6.05% | 336,862 | $17,752,627 | $17,813,263 | +$60,636 | +0.34% | |
| Gradient Investments Llc | 0.22% | 268,297 | $14,139,271 | $14,187,545 | +$48,274 | +0.34% | |
| Destiny Wealth Partners, Llc | 1.53% | 264,711 | $13,950,261 | $13,997,918 | +$47,657 | +0.34% | |
| Darwin Wealth Management, Llc | 4.26% | 259,309 | $13,665,611 | $13,712,260 | +$46,649 | +0.34% | |
| Moneta Group Investment Advisors Llc | 0.10% | 251,767 | $13,268,121 | $13,313,439 | +$45,318 | +0.34% | |
| Jones Financial Companies Lllp | 0.01% | 250,900 | $13,204,890 | $13,267,592 | +$62,702 | +0.47% | |
| Employees' Retirement Fund Of The City Of Fort Worth | 5.18% | 226,600 | $11,941,820 | $11,982,608 | +$40,788 | +0.34% | |
| Beaumont Financial Advisors, Llc | 0.81% | 223,533 | $11,780,182 | $11,820,425 | +$40,243 | +0.34% | |
| Wealthplan Investment Management, Llc | 0.59% | 200,819 | $10,583,166 | $10,619,309 | +$36,143 | +0.34% | |
| Geneos Wealth Management Inc. | 0.24% | 195,715 | $10,314,161 | $10,349,409 | +$35,248 | +0.34% | |
| Mml Investors Services, Llc | 0.03% | 185,867 | $9,795,180 | $9,828,647 | +$33,467 | +0.34% | |
| Curi Capital, Llc | 0.16% | 174,294 | $9,185,273 | $9,216,667 | +$31,394 | +0.34% | |
| Integras Partners Llc | 5.82% | 168,209 | $8,864,603 | $8,894,892 | +$30,289 | +0.34% | |
| Maridea Wealth Management Llc | 1.25% | 162,257 | $8,550,965 | $8,580,150 | +$29,185 | +0.34% | |
| Wealthplan Partners, Llc | 1.65% | 161,642 | $8,518,550 | $8,547,629 | +$29,079 | +0.34% | |
| Morgan Stanley | 0.00% | 161,111 | $8,490,552 | $8,519,550 | +$28,998 | +0.34% | |
| Alpha Zero Llc | 4.22% | 158,268 | $8,340,746 | $8,369,212 | +$28,466 | +0.34% | |
| Oneascent Financial Services Llc | 0.43% | 151,597 | $7,989,184 | $8,016,449 | +$27,265 | +0.34% | |
| Stifel Financial Corp | 0.01% | 137,365 | $7,239,122 | $7,263,861 | +$24,739 | +0.34% | |
| Cwc Advisors, Llc. | 3.33% | 132,906 | $7,004,146 | $7,028,069 | +$23,923 | +0.34% | |
| Tandem Financial, Llc | 2.31% | 129,819 | $6,841,462 | $6,864,829 | +$23,367 | +0.34% | |
| Financial Management Network Inc | 1.04% | 129,560 | $6,807,107 | $6,851,133 | +$44,026 | +0.65% | |
| Diversified Portfolios, Inc. | 0.53% | 122,637 | $6,462,970 | $6,485,045 | +$22,075 | +0.34% | |
| Advisor Os, Llc | 0.45% | 116,698 | $6,150,016 | $6,170,990 | +$20,974 | +0.34% | |
| Hightower Advisors, Llc | 0.01% | 111,566 | $5,879,514 | $5,899,610 | +$20,096 | +0.34% | |
| Independent Advisor Alliance | 0.06% | 110,010 | $5,797,539 | $5,817,329 | +$19,790 | +0.34% | |
| Kestra Private Wealth Services, Llc | 0.07% | 102,809 | $5,418,056 | $5,436,540 | +$18,484 | +0.34% | |
| Mpwm Advisory Solutions, Llc | 2.77% | 99,257 | $5,230,833 | $5,248,710 | +$17,877 | +0.34% | |
| Osaic Holdings, Inc. | 0.01% | 94,281 | $4,968,614 | $4,985,579 | +$16,965 | +0.34% | |
| Dakota Wealth Management | 0.10% | 89,103 | $4,695,709 | $4,711,767 | +$16,058 | +0.34% | |
| Envestnet Asset Management Inc | 0.00% | 88,931 | $4,686,689 | $4,702,671 | +$15,982 | +0.34% | |
| Oneascent Wealth Management Llc | 1.45% | 82,934 | $4,370,622 | $4,385,550 | +$14,928 | +0.34% | |
| Cornerstone Wealth Group, Llc | 0.27% | 80,957 | $4,261,966 | $4,281,006 | +$19,040 | +0.45% | |
| Bright Futures Wealth Management, Llc. | 2.84% | 78,831 | $4,154,393 | $4,168,583 | +$14,190 | +0.34% | |
| Trademark Financial Management, Llc | 2.01% | 77,766 | $4,098,268 | $4,112,266 | +$13,998 | +0.34% | |
| Sugar Maple Asset Management, Llc | 2.44% | 76,231 | $4,017,378 | $4,031,095 | +$13,717 | +0.34% | |
| Kestra Advisory Services, Llc | 0.01% | 69,938 | $3,685,714 | $3,698,321 | +$12,607 | +0.34% | |
| Harvest Investment Services, Llc | 0.65% | 67,232 | $3,543,170 | $3,555,228 | +$12,058 | +0.34% | |
| Royal Bank Of Canada | 0.00% | 65,206 | $3,436,000 | $3,448,093 | +$12,093 | +0.35% | |
| Sanctuary Advisors, Llc | 0.02% | 62,142 | $3,274,902 | $3,286,069 | +$11,167 | +0.34% | |
| Western Wealth Management, Llc | 0.12% | 61,476 | $3,239,778 | $3,250,851 | +$11,073 | +0.34% | |
| Ferguson Shapiro Llc | 0.98% | 60,747 | $3,201,366 | $3,212,301 | +$10,935 | +0.34% | |
| Cathy Pareto & Associates, Inc | 2.14% | 60,393 | $3,182,750 | $3,193,582 | +$10,832 | +0.34% | |
| Bison Wealth, Llc | 0.30% | 58,723 | $3,103,489 | $3,105,272 | +$1,783 | +0.06% |
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.