CLOI · Insider trading · 13F holders · Congress trades
Vaneck Clo ETF (CLOI)
Who is buying and selling CLOI: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 37
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
CLOI at a glance
- No open-market insider purchases or sales of CLOI were filed in the last 90 days.
- 37 13F filers hold CLOI among their 50 largest positions, worth $517.2M combined. The biggest bets by portfolio weight are Independence Asset Advisors, LLC (23.7%), Deseret Mutual Benefit Administrators (6.9%) and Integras Partners LLC (5.7%). In their latest 13Fs, 1 manager opened a new position and 21 added to one.
- No member of Congress has disclosed a trade in CLOI.
CLOI insider trading
No open-market insider purchases or sales of CLOI were filed in the last 90 days.
Who owns CLOI? Hedge funds and superinvestors
37 13F filers hold CLOI among their 50 largest positions, worth $517.2M combined. The biggest bets by portfolio weight are Independence Asset Advisors, LLC (23.7%), Deseret Mutual Benefit Administrators (6.9%) and Integras Partners LLC (5.7%). In their latest 13Fs, 1 manager opened a new position and 21 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Capital Investment Advisors, LLCWealth manager | 1.3% | $100.9M | 1,905,474 | +6.8% shares | Q3 2026 |
| Independence Asset Advisors, LLCInstitutional asset manager | 23.7% | $100.8M | 1,903,727 | +0.2% shares | Q3 2026 |
| Sax Wealth Advisors, LLCWealth manager | 0.8% | $29.8M | 562,168 | +40.3% shares | Q3 2026 |
| TRUE Private Wealth AdvisorsWealth manager | 2.5% | $29.5M | 556,318 | +21.4% shares | Q3 2026 |
| Deseret Mutual Benefit AdministratorsInvestment manager | 6.9% | $21.1M | 398,471 | +18.3% shares | Q2 2026 |
| Financial Management Network IncWealth manager | 2.6% | $18.1M | 343,059 | +65.7% shares | Q3 2026 |
| Darwin Wealth Management, LLCWealth manager | 4.0% | $14.4M | 272,492 | +5.1% shares | Q2 2026 |
| Destiny Wealth Partners, LLCWealth manager | 2.0% | $14.3M | 269,896 | +2.0% shares | Q2 2026 |
| Employees' Retirement Fund of the City of Fort WorthPension fund | 5.0% | $14.1M | 266,600 | +17.7% shares | Q2 2026 |
| Beaumont Financial Advisors, LLCWealth manager | 0.9% | $13.9M | 261,852 | +2.9% shares | Q3 2026 |
| Diversified Portfolios, Inc.Wealth manager | 0.9% | $11.8M | 223,081 | +81.9% shares | Q2 2026 |
| Fusion Capital, LLCWealth manager | 2.4% | $10.8M | 204,094 | +502.8% shares | Q3 2026 |
| Integras Partners LLCWealth manager | 5.7% | $10.4M | 196,467 | +16.8% shares | Q2 2026 |
| OneAscent Financial Services LLCWealth manager | 0.5% | $10.3M | 194,006 | +28.0% shares | Q2 2026 |
| Tandem Financial, LLCWealth manager | 3.0% | $9.4M | 177,333 | +36.6% shares | Q2 2026 |
| Alpha Zero LLCWealth manager | 3.5% | $9.2M | 174,296 | +10.1% shares | Q2 2026 |
| OneAscent Wealth Management LLCWealth manager | 2.6% | $8.9M | 167,555 | +102.0% shares | Q2 2026 |
| Maridea Wealth Management LLCWealth manager | 0.9% | $8.3M | 157,402 | -3.0% shares | Q2 2026 |
| Ferguson Shapiro LLCWealth manager | 2.3% | $7.9M | 149,097 | +55.3% shares | Q3 2026 |
| WealthPLAN Partners, LLCWealth manager | 1.3% | $6.8M | 128,957 | -14.3% shares | Q3 2026 |
| Advisor OS, LLCInstitutional asset manager | 0.4% | $6.7M | 126,017 | +8.0% shares | Q2 2026 |
| Cathy Pareto & Associates, IncWealth manager | 3.5% | $6.2M | 116,964 | +40.5% shares | Q3 2026 |
| Mpwm Advisory Solutions, LLCWealth manager | 2.5% | $5.5M | 103,696 | +4.5% shares | Q2 2026 |
| Boyce & Associates Wealth Consulting, Inc.Wealth manager | 3.1% | $5.1M | 95,362 | — | Q3 2026 |
| Synergy Investment Management, LLCWealth manager | 1.2% | $4.9M | 92,578 | — | Q2 2026 |
| Sugar Maple Asset Management, LLCWealth manager | 2.8% | $4.8M | 91,294 | +17.2% shares | Q3 2026 |
| CWC Advisors, LLC.Asset manager | 2.2% | $4.7M | 88,657 | -34.5% shares | Q3 2026 |
| Bison Wealth, LLCWealth manager | 0.3% | $4.0M | 76,327 | — | Q3 2026 |
| Bright Futures Wealth Management, LLC.Wealth manager | 2.6% | $3.8M | 70,908 | -4.1% shares | Q3 2026 |
| Harvest Investment Services, LLCWealth manager | 0.6% | $3.7M | 69,960 | +4.1% shares | Q2 2026 |
The 30 largest of 37 positions, by value. Each manager counts with its latest 13F (Q3 2026: 19, Q2 2026: 18). Screen CLOI in the grand portfolio →
CLOI stock trades by members of Congress
No member of Congress has disclosed a trade in CLOI.
CLOI questions and answers
Are insiders buying CLOI stock?
No open-market insider purchases or sales of CLOI were filed in the last 90 days.
Which hedge funds own CLOI?
37 13F filers hold CLOI among their 50 largest positions, worth $517.2M combined. The biggest bets by portfolio weight are Independence Asset Advisors, LLC (23.7%), Deseret Mutual Benefit Administrators (6.9%) and Integras Partners LLC (5.7%). In their latest 13Fs, 1 manager opened a new position and 21 added to one.
Has Congress traded CLOI?
No member of Congress has disclosed a trade in CLOI.
Who is the largest holder of CLOI?
Among 13F filers, Capital Investment Advisors, LLC reports the largest CLOI position, $100.9M (1,905,474 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Independence Asset Advisors, LLC's: 23.7% of its portfolio.
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