CLOI Institutional Ownership & Shareholders
VANECK CLO ETF (CLOI) is currently held by 186 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $916.97M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
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 $103.70M, representing an estimated loss of -0.32% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 50% of the total disclosed CLOI value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Capital Investment Advisors, Llc, Independence Asset 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
186
Total Reported Value
$916.97M
Largest Holder
Lpl Financial Llc
Largest Position
$104.03M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
64
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 | $103,698,133 | -$334,010 | -0.32% | |
| Capital Investment Advisors, Llc | 1.33% | 1,905,474 | $100,932,934 | $100,570,918 | -$362,016 | -0.36% | |
| Independence Asset Advisors, Llc | 23.72% | 1,903,727 | $100,840,415 | $100,478,711 | -$361,704 | -0.36% | |
| Sax Wealth Advisors, Llc | 0.85% | 562,168 | $29,778,037 | $29,671,227 | -$106,810 | -0.36% | |
| True Private Wealth Advisors | 2.51% | 556,318 | $29,468,186 | $29,362,464 | -$105,722 | -0.36% | |
| Orion Porfolio Solutions, Llc | 0.17% | 423,873 | $22,444,082 | $22,372,017 | -$72,065 | -0.32% | |
| Deseret Mutual Benefit Administrators | 6.89% | 398,471 | $21,099,039 | $21,031,299 | -$67,740 | -0.32% | |
| Financial Management Network Inc | 2.61% | 343,059 | $18,108,346 | $18,106,654 | -$1,692 | -0.01% | |
| Morgan Stanley | 0.00% | 319,954 | $16,941,650 | $16,887,172 | -$54,478 | -0.32% | |
| Jones Financial Companies Lllp | 0.01% | 306,340 | $16,214,564 | $16,168,625 | -$45,939 | -0.28% | |
| Gradient Investments Llc | 0.21% | 273,174 | $14,470,036 | $14,418,124 | -$51,912 | -0.36% | |
| Darwin Wealth Management, Llc | 3.95% | 272,492 | $14,428,494 | $14,382,128 | -$46,366 | -0.32% | |
| Destiny Wealth Partners, Llc | 2.02% | 269,896 | $14,301,789 | $14,245,111 | -$56,678 | -0.40% | |
| Employees' Retirement Fund Of The City Of Fort Worth | 5.15% | 266,600 | $14,121,802 | $14,071,148 | -$50,654 | -0.36% | |
| Beaumont Financial Advisors, Llc | 0.87% | 261,852 | $13,870,297 | $13,820,549 | -$49,748 | -0.36% | |
| Moneta Group Investment Advisors Llc | 0.10% | 259,161 | $13,722,575 | $13,678,518 | -$44,057 | -0.32% | |
| Mml Investors Services, Llc | 0.03% | 248,620 | $13,164,408 | $13,122,164 | -$42,244 | -0.32% | |
| Wells Fargo & Company/Mn | 0.00% | 228,901 | $12,120,310 | $12,081,395 | -$38,915 | -0.32% | |
| Diversified Portfolios, Inc. | 0.86% | 223,081 | $11,812,139 | $11,774,215 | -$37,924 | -0.32% | |
| Integras Partners Llc | 6.05% | 205,508 | $10,885,744 | $10,846,712 | -$39,032 | -0.36% | |
| Fusion Capital, Llc | 2.36% | 204,094 | $10,810,834 | $10,772,081 | -$38,753 | -0.36% | |
| Oneascent Financial Services Llc | 0.49% | 194,006 | $10,272,643 | $10,239,637 | -$33,006 | -0.32% | |
| Envestnet Asset Management Inc | 0.00% | 189,420 | $10,029,804 | $9,997,588 | -$32,216 | -0.32% | |
| Geneos Wealth Management Inc. | 0.19% | 178,384 | $9,445,458 | $9,415,108 | -$30,350 | -0.32% | |
| Tandem Financial, Llc | 3.02% | 177,333 | $9,389,783 | $9,359,636 | -$30,147 | -0.32% | |
| Alpha Zero Llc | 3.49% | 174,296 | $9,211,535 | $9,199,343 | -$12,192 | -0.13% | |
| Oneascent Wealth Management Llc | 2.64% | 167,555 | $8,872,037 | $8,843,553 | -$28,484 | -0.32% | |
| Wealthplan Investment Management, Llc | 0.43% | 166,425 | $8,815,549 | $8,783,912 | -$31,638 | -0.36% | |
| Maridea Wealth Management Llc | 0.91% | 157,402 | $8,334,460 | $8,307,678 | -$26,782 | -0.32% | |
| Stifel Financial Corp | 0.01% | 153,588 | $8,132,180 | $8,106,375 | -$25,805 | -0.32% | |
| Ferguson Shapiro Llc | 2.32% | 149,097 | $7,897,692 | $7,869,340 | -$28,352 | -0.36% | |
| Curi Capital, Llc | 0.12% | 146,408 | $7,752,313 | $7,727,414 | -$24,899 | -0.32% | |
| Advisor Os, Llc | 0.50% | 142,714 | $7,559,571 | $7,532,445 | -$27,126 | -0.36% | |
| Kestra Private Wealth Services, Llc | 0.08% | 140,216 | $7,427,258 | $7,400,600 | -$26,658 | -0.36% | |
| Wealthplan Partners, Llc | 1.26% | 128,957 | $6,830,842 | $6,806,350 | -$24,492 | -0.36% | |
| Osaic Holdings, Inc. | 0.01% | 126,158 | $6,680,147 | $6,658,619 | -$21,528 | -0.32% | |
| Cathy Pareto & Associates, Inc | 3.53% | 116,964 | $6,195,632 | $6,173,360 | -$22,272 | -0.36% | |
| Mpwm Advisory Solutions, Llc | 2.51% | 103,696 | $5,490,687 | $5,473,075 | -$17,612 | -0.32% | |
| Boyce & Associates Wealth Consulting, Inc. | 3.07% | 95,362 | $5,051,318 | $5,033,206 | -$18,112 | -0.36% | |
| Synergy Investment Management, Llc | 1.19% | 92,578 | $4,902,073 | $4,886,267 | -$15,806 | -0.32% | |
| Steward Partners Investment Advisory, Llc | 0.02% | 92,297 | $4,887,126 | $4,871,436 | -$15,690 | -0.32% | |
| Sugar Maple Asset Management, Llc | 2.76% | 91,294 | $4,835,831 | $4,818,497 | -$17,334 | -0.36% | |
| Kestra Advisory Services, Llc | 0.01% | 89,872 | $4,760,534 | $4,743,444 | -$17,090 | -0.36% | |
| Cwc Advisors, Llc. | 2.19% | 88,657 | $4,696,161 | $4,679,316 | -$16,845 | -0.36% | |
| Verdence Capital Advisors Llc | 0.19% | 86,104 | $4,560,941 | $4,544,569 | -$16,372 | -0.36% | |
| Cornerstone Wealth Group, Llc | 0.25% | 83,841 | $4,441,051 | $4,425,128 | -$15,923 | -0.36% | |
| Western Wealth Management, Llc | 0.14% | 79,979 | $4,234,895 | $4,221,292 | -$13,603 | -0.32% | |
| Bison Wealth, Llc | 0.34% | 76,327 | $4,035,391 | $4,028,539 | -$6,852 | -0.17% | |
| Bright Futures Wealth Management, Llc. | 2.60% | 70,908 | $3,755,973 | $3,742,524 | -$13,449 | -0.36% | |
| Harvest Investment Services, Llc | 0.57% | 69,960 | $3,704,406 | $3,692,489 | -$11,917 | -0.32% |
Frequently asked questions about CLOI
Who are the largest institutional holders of CLOI?
The largest institutional holders of CLOI reported in the latest SEC Form 13F filings include Lpl Financial Llc, Capital Investment Advisors, Llc, Independence Asset Advisors, Llc, Sax Wealth Advisors, Llc, and True Private Wealth Advisors. InsiderSet ranks institutional holders by their latest reported CLOI position.
What is CLOI institutional ownership?
This page tracks CLOI positions reported by institutional investment managers through SEC Form 13F. VANECK CLO ETF (CLOI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CLOI?
InsiderSet currently tracks 186 institutional managers reporting CLOI 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 CLOI shareholders.
How much CLOI stock do institutions own?
Institutional investment managers disclosed approximately $916.97M in CLOI holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CLOI institutional ownership last updated?
The latest CLOI 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 CLOI 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 CLOI position after the reporting date.
Are institutions buying or selling CLOI?
Institutional buying and selling can be analyzed by comparing CLOI positions across consecutive 13F reporting periods. InsiderSet's CLOI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CLOI ownership changes.
How has CLOI institutional ownership changed over time?
InsiderSet tracks CLOI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.