Who Owns VANECK (CLOI)? -- Institutional Holders (2026-06-30)

214 institutions reported holding $917.3M of VANECK (CLOI) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($104.0M), Independence Asset Advisors, LLC ($100.6M), Capital Investment Advisors, LLC ($94.5M), TRUE Private Wealth Advisors ($24.3M), Orion Porfolio Solutions, LLC ($22.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$104.0M2.0MAdded
2Independence Asset Advisors, LLC$100.6M1.9MAdded
3Capital Investment Advisors, LLC$94.5M1.8MAdded
4TRUE Private Wealth Advisors$24.3M458,362Added
5Orion Porfolio Solutions, LLC$22.4M423,873Trimmed
6SAX WEALTH ADVISORS, LLC$21.1M400,699Added
7Deseret Mutual Benefit Administrators$21.1M398,471Added
8MORGAN STANLEY$16.9M319,954Added
9JONES FINANCIAL COMPANIES LLLP$16.2M306,340Added
10Gradient Investments LLC$14.6M275,289Added
11AXXCESS WEALTH MANAGEMENT, LLC$14.4M272,493New
12Darwin Wealth Management, LLC$14.4M272,492Added
13Destiny Wealth Partners, LLC$14.3M269,896Added
14Employees' Retirement Fund of the City of Fort Worth$14.1M266,600Added
15MONETA GROUP INVESTMENT ADVISORS LLC$13.7M259,161Added
16Beaumont Financial Advisors, LLC$13.5M254,492Added
17MML INVESTORS SERVICES, LLC$13.2M248,620Added
18WELLS FARGO & COMPANY/MN$12.1M228,901Added
19Cambridge Investment Research Advisors, Inc.$11.8M223,563Added
20Diversified Portfolios, Inc.$11.8M223,081Added
21FINANCIAL MANAGEMENT NETWORK INC$11.0M207,039Added
22Integras Partners LLC$10.4M196,467Added
23OneAscent Financial Services LLC$10.3M194,006Added
24ENVESTNET ASSET MANAGEMENT INC$10.0M189,420Added
25WealthPlan Investment Management, LLC$9.7M183,109Trimmed

Source: SEC Form 13F filings · as of 2026-06-30