CLOI

VANECK CLO ETF
USCUSIP 92189H748
Institutional Owners
50
+3 QoQ
13F Value Held
$152.9M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)30 adding · 16 trimming
Insider net (180d)+$0
Price history not yet available for CLOI.

Top institutional holders

50 13F filers
#FundPosition valueSharesLast moveAs of
1Orion Porfolio Solutions, LLC
$19.5M
370.2KReducedQ1 2026
2SAX WEALTH ADVISORS, LLC
$19.0M
360.1KReducedQ1 2026
3Gradient Investments LLC
$14.1M
268.3KAddedQ1 2026
4WealthPlan Investment Management, LLC
$10.6M
200.8KReducedQ1 2026
5MML INVESTORS SERVICES, LLC
$9.8M
185.9KReducedQ1 2026
6Geneos Wealth Management Inc.
$8.3M
156.9KNewQ4 2025
7J.W. COLE ADVISORS, INC.
$8.2M
156.1KNewQ4 2025
8OneAscent Financial Services LLC
$8.0M
151.6KAddedQ1 2026
9KESTRA PRIVATE WEALTH SERVICES, LLC
$5.4M
102.8KAddedQ1 2026
10Dakota Wealth Management
$4.7M
89.1KReducedQ1 2026
11Kestra Advisory Services, LLC
$3.7M
69.9KAddedQ1 2026
12Ancora Advisors LLC
$3.4M
64.1KAddedQ1 2026
13Sanctuary Advisors, LLC
$3.3M
62.1KAddedQ1 2026
14Summit Financial, LLC
$2.5M
47.5KAddedQ1 2026
15Private Advisor Group, LLC
$2.3M
44.1KAddedQ1 2026
16NorthCoast Asset Management LLC
$2.3M
42.8KNewQ1 2026
17CITADEL ADVISORS LLC
$2.2M
42.4KNewQ1 2026
18Steward Partners Investment Advisory, LLC
$2.1M
39.9KAddedQ1 2026
19PINEBRIDGE INVESTMENTS LLC
$2.0M
37.1KNewQ1 2026
20MAI Capital Management
$1.9M
36.5KAddedQ1 2026
21Western Wealth Management, LLC
$1.8M
33.3KNewQ4 2025
22NewEdge Advisors, LLC
$1.7M
31.4KNewQ1 2026
23ELEVATION POINT WEALTH PARTNERS, LLC
$1.6M
31.1KAddedQ1 2026
24Vestmark Advisory Solutions, Inc.
$1.6M
30.9KAddedQ1 2026
25IHT Wealth Management, LLC
$1.6M
30.0KAddedQ1 2026

Fund activity — latest quarter

Opened (NEW)
11
funds
Added
19
funds
Reduced
10
funds
Exited
6
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

46 funds+45 since Q2 2025
02346Q2 2025Q4 2025Q1 2026
funds holding aggregate valuelatest $147M

Funds that own CLOI also own

CompanyCo-held byCombined value
Nvidia CorpNVDA50 funds$15.1B
Microsoft CorpMSFT50 funds$11.1B
Broadcom IncAVGO50 funds$5.6B
Jpmorgan Chase & CoJPM50 funds$5.5B
LPHABET INCGOOG50 funds$5.0B
Tesla IncTSLA50 funds$3.2B
Johnson & JohnsonJNJ50 funds$3.1B
Exxon Mobil CorpXOM50 funds$3.1B
Walmart IncWMT50 funds$2.9B
Costco Wholesale CorpCOST50 funds$2.8B
Lilly Eli & CoLLY50 funds$2.8B
Taiwan Semiconductor Manufacturing Co LTD Spon AdrTSM50 funds$2.7B

Ranked by how many of CLOI's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for CLOI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.