We are live on ! Find out more
CLOI icon

VanEck CLO ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFPG
76
Stonebridge Financial Planning Group
Florida
$986K +$414K +7,868 +73%
PAG
77
Private Advisor Group
New Jersey
$905K +$180K +3,425 +25%
RC
78
Rovin Capital
Arizona
$896K +$112K +2,126 +14%
MAM
79
Milestone Asset Management
Pennsylvania
$893K -$68.8K -1,306 -7%
TPA
80
Trivium Point Advisory
Connecticut
$867K +$186K +3,526 +27%
TNBTD
81
Trustmark National Bank Trust Department
Mississippi
$783K +$24.9K +472 +3%
Truist Financial
82
Truist Financial
North Carolina
$774K -$45.1K -856 -6%
FTUS
83
Flow Traders U.S.
New York
$765K +$761K +14,446 New
IPW
84
Impact Partnership Wealth
Georgia
$667K +$663K +12,592 New
WCM
85
Winebrenner Capital Management
Kentucky
$643K +$188K +3,578 +42%
SF
86
Symphony Financial
Texas
$642K +$640K +12,145 New
IWM
87
Iams Wealth Management
Nebraska
$634K -$52.9K -1,005 -8%
HOWA
88
Heritage Oak Wealth Advisors
Florida
$634K -$2.29M -43,428 -78%
WA
89
Waverly Advisors
Alabama
$630K +$1.32K +25 +0.2%
OAS
90
Optivise Advisory Services
Tennessee
$620K +$59K +1,120 +11%
AC
91
AlphaCore Capital
California
$602K +$102K +1,934 +20%
Commonwealth Equity Services
92
Commonwealth Equity Services
Massachusetts
$591K +$587K +11,155 New
MCM
93
MAI Capital Management
Ohio
$568K +$184K +3,487 +48%
P
94
&Partners
Tennessee
$560K +$557K +10,572 New
CA
95
CoreCap Advisors
Michigan
$559K -$1.36M -25,838 -71%
IA
96
IFP Advisors
Florida
$555K +$48.9K +928 +10%
LWA
97
Lowe Wealth Advisors
Maryland
$551K +$23.3K +442 +4%
SPIA
98
Steward Partners Investment Advisory
New York
$527K +$481K +9,143 +1,134%
GS
99
GTS Securities
Florida
$487K -$1.21M -22,999 -71%
CB
100
Chris Bulman
California
$469K -$19.1K -362 -4%