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Public ownership evidence

VanEck CLO ETF (CLOI) Ownership Disclosures

Read CLOI insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-281,506$79,743None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-2886$4,532None
Dakota Wealth Management2025-12-312026-08-2790,596$4,784,384None
Dakota Wealth Management2026-03-312026-08-2789,103$4,695,709None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-209,320$493,475None
Copia Wealth Management2026-06-302026-08-191,710$90,545None
Ascent Advisors, LLC2026-06-302026-08-1547,252$2,493,077None
Synergy Investment Management, LLC2026-06-302026-08-154,359$230,829None
Synergy Investment Management, LLC2026-06-302026-08-1588,219$4,671,244None
Mutual Advisors, LLC2026-06-302026-08-1529,785$1,577,117None
Ameritas Advisory Services, LLC2026-06-302026-08-153,721$197,027None
FWG Holdings, LLC2026-06-302026-08-155,819$307,898None
Deseret Mutual Benefit Administrators2026-06-302026-08-15398,471$21,099,039None
Western Wealth Management, LLC2026-06-302026-08-1530,413$1,610,382None
Western Wealth Management, LLC2026-06-302026-08-1549,566$2,624,513None
OSAIC HOLDINGS, INC.2026-06-302026-08-1513,465$712,972None
OSAIC HOLDINGS, INC.2026-06-302026-08-151,704$90,248None
OSAIC HOLDINGS, INC.2026-06-302026-08-15110,989$5,876,927None
JANE STREET GROUP, LLC2026-06-302026-08-1533,733$1,786,162None
Orion Porfolio Solutions, LLC2026-06-302026-08-15423,873$22,444,082None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1556,553$2,994,481None
Ancora Advisors LLC2026-06-302026-08-1559,658$3,158,912None
Ancora Advisors LLC2026-06-302026-08-15466$24,675None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15178$9,425None
Tandem Financial, LLC2026-06-302026-08-15177,333$9,389,783None
Waverly Advisors, LLC2026-06-302026-08-1519,869$1,052,064None
Wealth Watch Advisors, INC2026-06-302026-08-158,057$426,618None
&PARTNERS2026-06-302026-08-1511,073$586,305None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-15306,340$16,214,564None
Harvest Investment Services, LLC2026-06-302026-08-1569,960$3,704,406None
Ausdal Financial Partners, Inc.2026-06-302026-08-157,815$413,784None
MAI Capital Management2026-06-302026-08-1539,045$2,067,433None
Curi Capital, LLC2026-06-302026-08-15141,509$7,492,887None
Curi Capital, LLC2026-06-302026-08-154,899$259,426None
Vestmark Advisory Solutions, Inc.2026-06-302026-08-1534,981$1,852,244None
Philadelphia Investment Partners, LLC2026-06-302026-08-150$44None
ROYAL BANK OF CANADA2026-06-302026-08-1555,893$2,960,000None
ROYAL BANK OF CANADA2026-06-302026-08-15116$6,000None
ROYAL BANK OF CANADA2026-06-302026-08-151,060$56,000None
MONETA GROUP INVESTMENT ADVISORS LLC2026-06-302026-08-15259,161$13,722,575None
CITADEL ADVISORS LLC2026-06-302026-08-155,770$305,522None
IHT Wealth Management, LLC2026-06-302026-08-1527,755$1,469,603None
NATIXIS ADVISORS, LLC2026-06-302026-08-1527,444$1,453,000None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1546,918$2,484,308None
VAN ECK ASSOCIATES CORP2026-06-302026-08-15562$29,758None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-157,213$381,928None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15225,158$11,922,118None
WELLS FARGO & COMPANY/MN2026-06-302026-08-153,743$198,192None
Silver Grove Financial Group, Inc.2026-06-302026-08-1436$1,906None
MPWM ADVISORY SOLUTIONS, LLC2026-06-302026-08-14103,696$5,490,687None

90-day public filing window, up to 50 source positions.

TUCKER ASSET MANAGEMENT LLC ↗TUCKER ASSET MANAGEMENT LLC ↗Dakota Wealth Management ↗Dakota Wealth Management ↗MERCER GLOBAL ADVISORS INC /ADV ↗Copia Wealth Management ↗Ascent Advisors, LLC ↗Synergy Investment Management, LLC ↗Synergy Investment Management, LLC ↗Mutual Advisors, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.