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Get Institutions for : 
Vaneck Clo Etf (CLOI)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 48    13
Total shares held : 
 2,619,388  
% of shares held : 
 29.1%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   22  
Amount of shares held : 
 905,789  
% of shares held change : 
   10.06%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
16
 802,008
 30.62%
 
Increased Positions :
18
 468,197
 17.87%
 
Unchanged Positions :
5
 37,040
 1.41%
 
Decreased Positions :
9
-229,990
-8.78%
 
Closed Positions :
3
-134,426
-5.13%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Orion Portfolio Solutions LLC 36 *New 2023-12-31 712,814 $37,237,000 712,814
   LPL FINANCIAL CORP 915 - 2023-12-31 355,241 $18,517,000 90,853
   GOLDMAN SACHS GROUP INC/ 2035 - 2023-12-31 200,000 $10,425,000 200,000
   WealthPlan Investment Management LLC 23 - 2023-12-31 167,957 $8,755,000 8,220
   Feltz Wealth PLAN Inc. 41 - 2023-12-31 137,135 $7,148,000 34,473
   Beaumont Financial Advisors LLC 43 - 2023-12-31 129,389 $6,744,000 -1,763
   Curi Capital 39 - 2023-12-31 120,469 $6,279,000 4,722
   MML INVESTORS SERVICES LLC 579 - 2023-12-31 100,176 $5,222,000 37,143
   JANE STREET GROUP LLC 1437 - 2023-12-31 99,974 $5,211,000 32,992
   GRADIENT INVESTMENTS LLC 135 - 2024-03-31 93,491 $4,938,000 14,620
   VitalStone Financial LLC 6 - 2023-12-31 78,242 $4,078,000 3,378
   Ferguson Shapiro LLC 12 *New 2024-03-31 75,721 $4,000,000 75,721
   WESPAC ADVISORS, LLC 8 - 2024-03-31 52,986 $2,799,000 -1,296
   Advisor Group Holdings Inc. 1786 - 2023-12-31 42,338 $2,207,000 -11,816
   FLOW TRADERS U.S. LLC 196 - 2023-12-31 41,407 $2,158,000 -39,496
   Harvest Investment Services LLC 36 - 2023-12-31 33,136 $1,727,000 26,224
   BB&T CORP 1439 - 2023-12-31 25,793 $1,344,000 -65
   Wright Fund Managment LLC - 2023-12-31 25,200 $1,314,000 0
   Adams Wealth Management 49 - 2023-12-31 24,107 $1,257,000 2,387
   ENVESTNET ASSET MANAGEMENT INC 2874 - 2023-12-31 20,643 $1,076,000 10,950
   TRUE Private Wealth Advisors 97 - 2024-03-31 18,457 $975,000 13,971
   TCP Asset Management LLC 35 - 2024-03-31 17,448 $922,000 6,887
   Benedetti & Gucer Inc. 45 - 2023-12-31 16,536 $862,000 17
   Altus Wealth Group LLC 55 - 2023-12-31 14,728 $768,000 218
   WCG Wealth Advisors LLC 218 *New 2023-12-31 14,512 $756,000 14,512
   TAP Consulting LLC 111 - 2024-03-31 14,269 $754,000 1,391
   Black Swift Group LLC - 2023-12-31 13,200 $688,000 -63,215
   FINANCIAL MANAGEMENT NETWORK INC 87 - 2024-03-31 11,955 $628,000 5,789
   Balboa Wealth Partners 94 *New 2023-12-31 11,989 $625,000 11,989
   Symphony Financial Ltd. Co. 111 *New 2024-03-31 11,141 $588,000 11,141
   MILESTONE ASSET MANAGEMENT LLC 104 *New 2024-03-31 9,867 $521,000 9,867
   PCG Wealth Advisors LLC 70 *New 2024-03-31 9,310 $492,000 9,310
   Seed Wealth Management Inc. 62 - 2024-03-31 8,310 $437,000 800
   Allen Capital Group LLC 138 *New 2024-03-31 7,845 $414,000 7,845
   COMMONWEALTH EQUITY SERVICES LLC. 2862 - 2023-12-31 7,630 $398,000 3,765
   NorthRock Partners LLC 220 - 2023-12-31 7,469 $389,000 -975
   Trademark Financial Management LLC 71 - 2023-12-31 7,090 $370,000 0
   Castleview Partners LLC 103 *New 2023-12-31 6,208 $324,000 6,208
   Perennial Investment Advisors LLC 238 *New 2023-12-31 5,874 $306,000 5,874
   CoreCap Advisors LLC 478 - 2023-12-31 5,340 $278,000 -33,950
   LINCOLN NATIONAL CORP 897 - 2023-12-31 5,221 $272,000 1,300
   OLD MISSION CAPITAL LLC 819 *New 2023-12-31 4,019 $209,000 4,019
   SHEETS SMITH & ASSOCIATES INC 306 *New 2023-09-30 4,000 $209,000 4,000
   VisionPoint Advisory Group LLC 169 *New 2023-12-31 2,803 $146,000 2,803
   WELLS FARGO & CO/MN 4501 *New 2023-12-31 1,333 $69,000 1,333
   Family Asset Management LLC 131 - 2023-12-31 750 $39,000 0
   Financial Advisory Service Inc. - 2023-12-31 686 $36,000 27
   FSA Wealth Management LLC 171 *New 2023-12-31 700 $36,000 700
   MV Capital Management Inc. 466 *New 2024-03-31 262 $14,000 262
   Global Retirement Partners LLC 2075 *New 2024-03-31 201 $11,000 201
   YHB INVESTMENT ADVISORS, INC. 700 *New 2024-03-31 191 $10,000 191
   Lowe fs LLC 231 *New 2024-03-31 131 $7,000 131
   Penserra Capital Management LLC 1165 *New 2023-12-31 142 $7,000 142
   Glassman Wealth Services 1278 - 2023-12-31 59 $3,000 -574
   ICA Group Wealth Management LLC 1192 *New 2023-12-31 41 $2,000 41
   Coppell Advisory Solutions LLC 1411 *New 2023-12-31 13 $1,000 13
   PROEQUITIES INC. 2757 - 2023-12-31 0 $0 0
   Parallel Advisors LLC 3267 *Closed 2023-12-31 0 $0 -597
   CITADEL ADVISORS LLC 5848 *Closed 2023-12-31 0 $0 -4,058
   PMFM INC. 28 *Closed 2023-12-31 0 $0 -129,771
   CWM LLC 4622 *Closed 2024-03-31 0 $0 -311
  61 Records found
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