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icono de CLOI

VanEck CLO ETF
CLOI

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Bank of New York Mellon
101
Bank of New York Mellon
New York
USD 949 k +USD 946 k +17,919 Nuevas
PCG Wealth Advisors
102
PCG Wealth Advisors
Kansas
USD 920 k -USD 397 k -7,522 -30%
LM Advisors
103
LM Advisors
California
USD 904 k +USD 901 k +17,065 Nuevas
Farther Finance Advisors
104
Farther Finance Advisors
California
USD 883 k -USD 286 k -5,414 -25%
SWMG LLC
105
SWMG LLC
Texas
USD 850 k +USD 849 k +16,091 Nuevas
UMB Bank
106
UMB Bank
Missouri
USD 778 k – – –
Dynamic Advisor Solutions
107
Dynamic Advisor Solutions
Arizona
USD 738 k +USD 207 k +3,922 +39%
Legacy Wealth Partners (Colorado)
108
Legacy Wealth Partners (Colorado)
Colorado
USD 681 k +USD 679 k +12,861 Nuevas
Ariadne Wealth Management
109
Ariadne Wealth Management
California
USD 660 k +USD 6.02 k +114 +0.9%
Compass Financial Management
110
Compass Financial Management
Florida
USD 659 k +USD 657 k +12,449 Nuevas
Fulcrum Equity Management
111
Fulcrum Equity Management
Texas
USD 656 k +USD 654 k +12,383 Nuevas
Hutchens & Kramer Investment Management Group
112
Hutchens & Kramer Investment Management Group
Indiana
USD 637 k +USD 635 k +12,039 Nuevas
Optivise Advisory Services
113
Optivise Advisory Services
Tennessee
USD 635 k -USD 65.4 k -1,239 -9%
Castleview Partners
114
Castleview Partners
Texas
USD 619 k -USD 342 k -6,483 -36%
RIS
115
Richmond Investment Services
Wisconsin
USD 615 k -USD 1.57 M -29,656 -72%
Arkadios Wealth Advisors
116
Arkadios Wealth Advisors
Georgia
USD 613 k +USD 209 k +3,965 +52%
AlphaCore Capital
117
AlphaCore Capital
California
USD 602 k – – –
Bay Colony Advisors
118
Bay Colony Advisors
Massachusetts
USD 595 k +USD 593 k +11,229 Nuevas
&Partners
119
&Partners
Tennessee
USD 586 k -USD 88.1 k -1,670 -13%
Sentinel Pension Advisors
120
Sentinel Pension Advisors
Massachusetts
USD 537 k -USD 150 k -2,846 -22%
GeoWealth Management
121
GeoWealth Management
Illinois
USD 525 k +USD 523 k +9,909 Nuevas
SF
122
Symphony Financial
Texas
USD 515 k +USD 6.65 k +126 +1%
JMBA
123
J. M. Brown & Associates
Oklahoma
USD 511 k +USD 509 k +9,646 Nuevas
Mercer Global Advisors
124
Mercer Global Advisors
Colorado
USD 493 k -USD 20.2 k -383 -4%
TCP Asset Management
125
TCP Asset Management
Ohio
USD 490 k -USD 100 k -1,894 -17%
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