Who owns CLOI?
VanEck CLO ETF · VanEck
199 institutions reported holding CLOI, worth $929.2M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of CLOI
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LPL Financial LLC | Fort Mill, SC | $104.0M | 1,964,724 | +174,386 shares |
| Independence Asset Advisors, LLC | Wynnewood,, PA | $100.6M | 1,900,128 | +36,677 shares |
| Capital Investment Advisors, LLC | Atlanta, GA | $94.5M | 1,784,519 | +120,137 shares |
| TRUE Private Wealth Advisors | Salem, OR | $24.3M | 458,362 | +24,568 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $23.7M | 447,126 | +226,965 shares |
| Orion Porfolio Solutions, LLC | Omaha, NE | $22.4M | 423,873 | −4,596 shares |
| SAX Wealth Advisors, LLC | Parsippany, NJ | $21.1M | 400,699 | +40,627 shares |
| Deseret Mutual Benefit Administrators | Salt Lake City, UT | $21.1M | 398,471 | +61,609 shares |
| Morgan Stanley | New York, NY | $16.9M | 319,954 | +158,843 shares |
| Jones Financial Companies LLLP | Des Peres, MO | $16.2M | 306,340 | +55,440 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
Similar ETFs
Compare what they hold: CLOI vs SMMU, CLOI vs XEMD, CLOI vs QLTA, CLOI vs VPLS.
Frequently asked questions
Who owns CLOI?
199 institutional managers reported holding CLOI in Form 13F filings for June 30, 2026, worth $929.2M in total. The largest reported position was held by LPL Financial LLC, at $104.0M.
Did institutions buy or sell CLOI last quarter?
Reported 13F value rose 20.7% from March 31, 2026, which includes price moves as well as buying and selling. 52 firms reported a new position and 17 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is CLOI ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.