§ EQUITY
USDCLOI
VANECK CLO ETF
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Independence Asset Advisors, LLC | 1.9M | 35.5% | +17% |
| LPL Financial LLC | 1.8M | 0.0% | −12% |
| Capital Investment Advisors, LLC | 1.7M | 0.7% | +113% |
| Capital Investment Advisors, LLC | 1.7M | 0.7% | n/a |
| TRUE Private Wealth Advisors | 434K | 2.2% | +21% |
| Orion Porfolio Solutions, LLC | 370K | 0.2% | −29% |
◇ AC INTELLIGENCE
Top institutional owners for CLOI as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER96.6% · 150 holders
DEALER / BANK1.7% · 8 holders
INCOME / DEFENSIVE1.5% · 3 holders
TACTICAL / MACRO0.3% · 1 holder
PASSIVE / INDEX0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for CLOI in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention CLOI yet.