Who Owns VanEck CLO ETF (CLOI)?Hedge Fund & Institutional Holders

$52.51+0.01 (+0.01%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+14 / -7

Price History

$51.16$51.66$52.16$52.66$53.16Sep 24Jun 25Mar 26

CLOI — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Capital Investment Advisors, LLCNew Position+1.6M+$82.6B
SAX WEALTH ADVISORS, LLCNew Position+362K+$19.1B
WealthPlan Investment Management, LLCNew Position+282K+$14.9B
Deseret Mutual Benefit AdministratorsNew Position+278K+$14.0B
Employees' Retirement Fund of the City of Fort WorthNew Position+227K+$12.0B
Integras Partners LLCNew Position+161K+$8.5B
Geneos Wealth Management Inc.New Position+157K+$8.3B
J.W. COLE ADVISORS, INC.New Position+156K+$8.2B
JONES FINANCIAL COMPANIES LLLPNew Position+169K+$8.0B
FINANCIAL MANAGEMENT NETWORK INCNew Position+105K+$5.6B
GOLDMAN SACHS GROUP INCIncreased+106K+$5.3B
Trademark Financial Management, LLCNew Position+92K+$4.8B
Sugar Maple Asset Management, LLCNew Position+78K+$4.1B
Cornerstone Wealth Group, LLCNew Position+76K+$4.0B
WESPAC Advisors, LLCNew Position+54K+$2.8B

CLOI — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Brookstone Capital ManagementClosed Position-309K-$16.4B
Ferguson Shapiro LLCDecreased-193K-$10.3B
PineBridge Investments, L.P.Closed Position-138K-$7.3B
NewEdge Wealth, LLCClosed Position-77K-$4.1B
NewEdge Advisors, LLCDecreased-32K-$3.4B
ROYAL BANK OF CANADADecreased-31K-$2.7B
Bison Wealth, LLCClosed Position-35K-$1.8B
Crossmark Global Holdings, Inc.Closed Position-30K-$1.6B
MERCER GLOBAL ADVISORS INC /ADVDecreased-12K-$1.4B
Orion Porfolio Solutions, LLCDecreased-16K-$1.1B
INTEGRITY ALLIANCE, LLC.Closed Position-21K-$1.1B
IAMS WEALTH MANAGEMENT, LLCClosed Position-20K-$1.1B
&PARTNERSDecreased-755-$734.7M
Atria Investments, IncDecreased-5K-$697.0M
SYON CAPITAL LLCDecreased-635-$509.3M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Capital Investment Advisors, LLC1,563,732$82.6B1.26%Share
2SYON CAPITAL LLC668,090$35.0B1.75%Share
3Orion Porfolio Solutions, LLC607,560$32.0B0.23%Share
4SAX WEALTH ADVISORS, LLC362,439$19.1B0.90%Share
5WealthPlan Investment Management, LLC282,187$14.9B0.95%Share
6Gradient Investments LLC267,392$14.1B0.22%Share
7Deseret Mutual Benefit Administrators277,556$14.0B5.98%Share
8GOLDMAN SACHS GROUP INC270,211$14.0B0.00%Share
9Employees' Retirement Fund of the City of Fort Worth226,600$12.0B5.36%Share
10Integras Partners LLC160,524$8.5B6.85%Share
11Maridea Wealth Management LLC158,892$8.4B1.26%Share
12Geneos Wealth Management Inc.156,918$8.3B0.20%Share
13J.W. COLE ADVISORS, INC.156,058$8.2B0.20%Share
14JONES FINANCIAL COMPANIES LLLP169,156$8.0B0.00%Share
15Curi Capital, LLC166,074$8.0B0.14%Share
16CWC Advisors, LLC.132,016$7.0B3.37%Share
17STIFEL FINANCIAL CORP129,848$6.0B0.01%Share
18FINANCIAL MANAGEMENT NETWORK INC105,188$5.6B0.88%Share
19Koshinski Asset Management, Inc.102,783$5.4B0.35%Share
20OSAIC HOLDINGS, INC.101,291$5.0B0.01%Share
21MPWM ADVISORY SOLUTIONS, LLC91,906$4.9B2.70%Share
22Trademark Financial Management, LLC91,646$4.8B2.66%Share
23Sugar Maple Asset Management, LLC77,553$4.1B2.75%Share
24Cornerstone Wealth Group, LLC76,211$4.0B0.28%Share
25Ferguson Shapiro LLC75,344$4.0B1.22%Share
26Ancora Advisors LLC63,870$3.0B0.06%Share
27Richmond Investment Services, LLC54,541$2.9B0.50%Share
28Piedmont Capital Management, LLC53,776$2.8B1.45%Share
29CacheTech Inc.53,664$2.8B0.52%Share
30WESPAC Advisors, LLC53,628$2.8B1.54%Share
31CATHY PARETO & ASSOCIATES, INC49,743$2.6B1.82%Share
32Breakwater Capital Group46,015$2.4B0.34%Share
33Kovitz Investment Group Partners, LLC43,922$2.3B0.05%Share
34WINEBRENNER CAPITAL MANAGEMENT LLC33,939$1.8B1.19%Share
35Impact Partnership Wealth, LLC30,415$1.6B0.21%Share
36Mutual Advisors, LLC27,854$1.5B0.03%Share
37PCG Wealth Advisors, LLC27,305$1.4B0.41%Share
38Stonebridge Financial Planning Group, LLC27,121$1.4B0.52%Share
39Galvin, Gaustad & Stein, LLC26,235$1.4B0.11%Share
40Advisor OS, LLC23,911$1.3B0.10%Share
41MILESTONE ASSET MANAGEMENT, LLC19,513$1.0B0.19%Share
42COMMONWEALTH EQUITY SERVICES, LLC30,145$1.0B0.00%Share
43Western Wealth Management, LLC33,304$1.0B0.05%Share
44Private Advisor Group, LLC30,418$1.0B0.00%Share
45IHT Wealth Management, LLC20,332$1.0B0.02%Share
46Steward Partners Investment Advisory, LLC30,957$1.0B0.01%Share
47Atria Investments, Inc27,408$1.0B0.01%Share
48ELEVATION POINT WEALTH PARTNERS, LLC27,422$1.0B0.05%Share
49ROYAL BANK OF CANADA36,865$1.0B0.00%Share
50Balefire, LLC15,934$841.0M0.16%Share

CLOI Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025174$393.1B+86
Q3 202588$348.8B-53
Q2 2025141$669.1B-11
Q1 2025152$523.1B+36
Q4 2024116$13.2T+42
Q3 202474$79.3T+13
Q2 202461$17.8T+22
Q1 202439$17.2T—

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As of Q4 2025, 50 institutional investors hold CLOI (VanEck CLO ETF). The largest holder is Capital Investment Advisors, LLC with $82.6B in shares. This quarter, 14 institutions opened new positions and 7 closed their positions.

Frequently Asked Questions

How many hedge funds own CLOI?

As of Q4 2025, 50 institutional investors report holding CLOI (VanEck CLO ETF) in their 13F filings.

Who is the largest institutional holder of CLOI?

The largest institutional holder of CLOI is Capital Investment Advisors, LLC with $82.6B in shares.

Is institutional ownership of CLOI increasing or decreasing?

This quarter, 14 institutions opened new positions in CLOI and 7 closed their positions.