Who Owns VanEck AA-BB CLO ETF (CLOB)?Hedge Fund & Institutional Holders

$49.75-0.23 (-0.46%)Financial ServicesNYSE_ARCA

Institutional Holders

23

as of Q4 2025

Total Institutional Value

$4.537580788030711e+44T

% of Float Held

QoQ Change in Holders

+10 / -2

Price History

$47.80$48.61$49.42$50.24$51.05Sep 24Jun 25Mar 26

CLOB — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Independence Asset Advisors, LLCNew Position+896K+$45.4M
Darwin Wealth Management, LLCNew Position+159K+$8.1M
AXXCESS WEALTH MANAGEMENT, LLCNew Position+159K+$8.0M
Employees' Retirement Fund of the City of Fort WorthNew Position+39K+$2.0M
Diversified Portfolios, Inc.New Position+16K+$827K
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCNew Position+845+$42K
Tower Research Capital LLC (TRC)New Position+3K+$0
SYON CAPITAL LLCNew Position+16K+$0
JONES FINANCIAL COMPANIES LLLPNew Position+94+$0
VAN ECK ASSOCIATES CORPNew Position+26+$0
UBS Group AGIncreased+142+$-1.5M
OSAIC HOLDINGS, INC.Increased+3K+$-229.4M
Summit Financial, LLCIncreased+2K+$-400.4M
L & S Advisors IncIncreased+107K+$-1.7B

CLOB — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
JANE STREET GROUP, LLCDecreased-73K-$4.9B
Castleview Partners, LLCDecreased-12K-$2.1B
Bison Wealth, LLCClosed Position-23K-$1.2B
ROYAL BANK OF CANADADecreased-6K-$940.0M
Balefire, LLCDecreased-4K-$555.1M
Ferguson Shapiro LLCDecreased-2K-$492.3M
Elequin Capital, LPDecreased-173-$363.5M
MPWM ADVISORY SOLUTIONS, LLCClosed Position-800-$40.8M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Independence Asset Advisors, LLC895,536$45.4M25.01%Share
2Darwin Wealth Management, LLC159,453$8.1M2.51%Share
3AXXCESS WEALTH MANAGEMENT, LLC158,506$8.0M0.03%Share
4L & S Advisors Inc140,445$7.1M0.66%Share
5Employees' Retirement Fund of the City of Fort Worth39,200$2.0M0.89%Share
6Castleview Partners, LLC29,831$1.5M0.75%Share
7JANE STREET GROUP, LLC22,571$1.0M0.00%Share
8Diversified Portfolios, Inc.16,326$827K0.07%Share
9Ferguson Shapiro LLC7,388$374K0.12%Share
10Elequin Capital, LP6,963$352K0.03%Share
11Balefire, LLC6,429$325K0.06%Share
12INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC845$42K0.00%Share
13BASSO CAPITAL MANAGEMENT, L.P.185$9K0.01%Share
14UBS Group AG171$8K0.00%Share
15FIFTH THIRD BANCORP77$3K0.00%Share
16SYON CAPITAL LLC16,410$00.00%Share
17JONES FINANCIAL COMPANIES LLLP94$00.00%Share
18ROYAL BANK OF CANADA12,004$00.00%Share
19OSAIC HOLDINGS, INC.7,641$00.00%Share
20NewEdge Advisors, LLC400$00.00%Share
21Tower Research Capital LLC (TRC)2,639$00.00%Share
22Summit Financial, LLC9,475$00.00%Share
23VAN ECK ASSOCIATES CORP26$00.00%Share

CLOB Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202523$75.0M+8
Q3 202515$12.9B+4
Q2 202511$55.4B+1
Q1 202510$27.7B+6
Q4 20244$3.6B+2
Q3 20242$23.9T

Similar Stocks by Institutional Ownership

As of Q4 2025, 23 institutional investors hold CLOB (VanEck AA-BB CLO ETF). The largest holder is Independence Asset Advisors, LLC with $45.4M in shares. This quarter, 10 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own CLOB?

As of Q4 2025, 23 institutional investors report holding CLOB (VanEck AA-BB CLO ETF) in their 13F filings.

Who is the largest institutional holder of CLOB?

The largest institutional holder of CLOB is Independence Asset Advisors, LLC with $45.4M in shares.

Is institutional ownership of CLOB increasing or decreasing?

This quarter, 10 institutions opened new positions in CLOB and 2 closed their positions.