$52.77
+0.00 (+0.01%)
Market Cap
$1.4B
Shares Outstanding
24,904,344
Institutional Holders
150
Total Inst. Value
$458.1M
% of Float Held
—
QoQ Holder Change
+112
Institutional data as of Q1 2025
New Positions
51
Closed Positions
17
Increased
65
Decreased
26
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Capital Investment Advisors, LLC | $59.3M | 1,122,520 |
| 2 | SYON CAPITAL LLC | $45.0M | 851,911 |
| 3 | Redhawk Wealth Advisors, Inc. | $33.6M | 636,442 |
| 4 | TRUE Private Wealth Advisors | $18.3M | 346,725 |
| 5 | Gradient Investments LLC | $14.6M | 275,605 |
| 6 | HighTower Advisors, LLC | $13.8M | 261,035 |
| 7 | WealthPlan Investment Management, LLC | $13.6M | 258,292 |
| 8 | Beaumont Financial Advisors, LLC | $12.6M | 238,630 |
| 9 | AE Wealth Management LLC | $11.8M | 222,923 |
| 10 | MML INVESTORS SERVICES, LLC | $10.9M | 206,257 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Capital Investment Advisors, LLC | +196K | $59.3M |
| SYON CAPITAL LLC | +60K | $45.0M |
| TRUE Private Wealth Advisors | +140K | $18.3M |
| Gradient Investments LLC | +17K | $14.6M |
| HighTower Advisors, LLC | +30K | $13.8M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Redhawk Wealth Advisors, Inc. | -308K | $33.6M |
| Maridea Wealth Management LLC | -39K | $7.1M |
| ROYAL BANK OF CANADA | -36K | $478K |
| JANE STREET GROUP, LLC | -9K | $5.4M |
| MPWM ADVISORY SOLUTIONS, LLC | -8K | $2.6M |
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Frequently Asked Questions
How many institutional investors hold CLOI?
As of Q1 2025, 150 institutional investors report holding CLOI (VanEck CLO ETF) in their 13F filings.
Which hedge fund owns the most CLOI?
The largest institutional holder of CLOI is Capital Investment Advisors, LLC with $59.3M in shares.
Are institutions buying or selling CLOI?
This quarter, 51 institutions opened new positions in CLOI and 17 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.