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VanEck CLO ETF
CLOI

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Geneos Wealth Management
26
Geneos Wealth Management
Colorado
USD 9.45 M -USD 915 k -17,331 -9%
Tandem Financial
27
Tandem Financial
Colorado
USD 9.39 M +USD 2.51 M +47,514 +37%
Alpha Zero
28
Alpha Zero
Florida
USD 9.21 M +USD 846 k +16,028 +10%
OneAscent Wealth Management
29
OneAscent Wealth Management
Alabama
USD 8.87 M +USD 4.47 M +84,621 +102%
Maridea Wealth Management
30
Maridea Wealth Management
New York
USD 8.33 M -USD 256 k -4,855 -3%
Stifel Financial
31
Stifel Financial
Missouri
USD 8.13 M +USD 856 k +16,223 +12%
WealthPLAN Partners
32
WealthPLAN Partners
Nebraska
USD 7.97 M -USD 592 k -11,214 -7%
Curi RMB Capital
33
Curi RMB Capital
Illinois
USD 7.75 M -USD 1.47 M -27,886 -16%
Kestra Private Wealth Services
34
Kestra Private Wealth Services
Texas
USD 7.61 M +USD 2.16 M +41,000 +40%
Atria Investments
35
Atria Investments
North Carolina
USD 7.54 M +USD 6 M +113,660 +395%
CWC Advisors
36
CWC Advisors
Oregon
USD 7.17 M +USD 131 k +2,484 +2%
Osaic Holdings
37
Osaic Holdings
Arizona
USD 6.68 M +USD 1.68 M +31,877 +34%
Advisor OS
38
Advisor OS
Illinois
USD 6.67 M +USD 492 k +9,319 +8%
CoreCap Advisors
39
CoreCap Advisors
Michigan
USD 6.63 M +USD 6.57 M +124,518 +18,981%
MPWM Advisory Solutions
40
MPWM Advisory Solutions
Georgia
USD 5.49 M +USD 234 k +4,439 +4%
Ferguson Shapiro
41
Ferguson Shapiro
Georgia
USD 5.08 M +USD 1.86 M +35,263 +58%
SIM
42
Synergy Investment Management
Florida
USD 4.9 M +USD 4.89 M +92,578 Nuevas
Steward Partners Investment Advisory
43
Steward Partners Investment Advisory
New York
USD 4.89 M +USD 2.76 M +52,356 +131%
Dakota Wealth Management
44
Dakota Wealth Management
Florida
USD 4.73 M +USD 15.7 k +297 +0.3%
Cornerstone Wealth Group
45
Cornerstone Wealth Group
North Carolina
USD 4.45 M +USD 159 k +3,016 +4%
Cathy Pareto & Associates
46
Cathy Pareto & Associates
Florida
USD 4.41 M +USD 1.21 M +22,841 +38%
Western Wealth Management
47
Western Wealth Management
Colorado
USD 4.23 M +USD 977 k +18,503 +30%
Sugar Maple Asset Management
48
Sugar Maple Asset Management
Wisconsin
USD 4.12 M +USD 88.2 k +1,671 +2%
Bright Futures Wealth Management
49
Bright Futures Wealth Management
New York
USD 3.91 M -USD 259 k -4,903 -6%
Kestra Advisory Services
50
Kestra Advisory Services
Texas
USD 3.85 M +USD 149 k +2,818 +4%
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