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icono de CLOI

VanEck CLO ETF
CLOI

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
LPL Financial
1
LPL Financial
California
USD 104 M +USD 9.2 M +174,386 +10%
IAA
2
Independence Asset Advisors
Pennsylvania
USD 101 M +USD 1.94 M +36,677 +2%
Capital Investment Advisors
3
Capital Investment Advisors
Georgia
USD 94.5 M +USD 6.34 M +120,137 +7%
TRUE Private Wealth Advisors
4
TRUE Private Wealth Advisors
Oregon
USD 24.3 M +USD 1.3 M +24,568 +6%
Brinker Capital Investments
5
Brinker Capital Investments
Pennsylvania
USD 22.4 M -USD 243 k -4,596 -1%
Sax Wealth Advisors
6
Sax Wealth Advisors
New Jersey
USD 21.1 M +USD 2.14 M +40,627 +11%
DMBA
7
Deseret Mutual Benefit Administrators
Utah
USD 21.1 M +USD 3.25 M +61,609 +18%
Morgan Stanley
8
Morgan Stanley
New York
USD 16.9 M +USD 8.38 M +158,843 +99%
Jones Financial Companies
9
Jones Financial Companies
Missouri
USD 16.2 M +USD 2.93 M +55,440 +22%
Gradient Investments
10
Gradient Investments
Minnesota
USD 14.6 M +USD 369 k +6,992 +3%
Axxcess Wealth Management
11
Axxcess Wealth Management
California
USD 14.4 M +USD 14.4 M +272,493 Nuevas
DWM
12
Darwin Wealth Management
Florida
USD 14.4 M +USD 696 k +13,183 +5%
Destiny Wealth Partners
13
Destiny Wealth Partners
Florida
USD 14.3 M +USD 274 k +5,185 +2%
ERFOTCOFW
14
Employees Retirement Fund of the City of Fort Worth
Texas
USD 14.1 M +USD 2.11 M +40,000 +18%
Moneta Group Investment Advisors
15
Moneta Group Investment Advisors
Missouri
USD 13.7 M +USD 390 k +7,394 +3%
Beaumont Financial Advisors
16
Beaumont Financial Advisors
Massachusetts
USD 13.5 M +USD 1.63 M +30,959 +14%
MML Investors Services
17
MML Investors Services
Massachusetts
USD 13.2 M +USD 3.31 M +62,753 +34%
Wells Fargo
18
Wells Fargo
California
USD 12.1 M +USD 11.9 M +226,299 +8,697%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
USD 11.8 M +USD 180 k +3,402 +2%
Diversified Portfolios Inc
20
Diversified Portfolios Inc
Michigan
USD 11.8 M +USD 5.3 M +100,444 +82%
Financial Management Network
21
Financial Management Network
California
USD 11 M +USD 4.09 M +77,479 +60%
IP
22
Integras Partners
Georgia
USD 10.4 M +USD 1.49 M +28,258 +17%
OneAscent Financial Services
23
OneAscent Financial Services
Alabama
USD 10.3 M +USD 2.24 M +42,409 +28%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
USD 10 M +USD 5.3 M +100,489 +113%
WealthPlan Investment Management
25
WealthPlan Investment Management
Nebraska
USD 9.7 M -USD 935 k -17,710 -9%
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