We are live on ! Find out more
CLOI icon

VanEck CLO ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Principal Securities
126
Principal Securities
Iowa
$19.1K -$3.56M -67,220 -99%
Salem Investment Counselors
127
Salem Investment Counselors
North Carolina
$15.8K – – –
Global Retirement Partners
128
Global Retirement Partners
California
$14.4K -$4.71K -89 -25%
Carson Wealth (CWM LLC)
129
Carson Wealth (CWM LLC)
Nebraska
$13K +$265 +5 +2%
MassMutual Private Wealth & Trust
130
MassMutual Private Wealth & Trust
Connecticut
$12.5K +$12.6K +237 New
VNA
131
Valley National Advisers
Pennsylvania
$10K +$10.9K +205 New
CAS
132
Coppell Advisory Solutions
Texas
$7.91K +$7.94K +150 New
PA
133
Pineridge Advisors
Missouri
$6.39K +$6.41K +121 New
Kestra Investment Management
134
Kestra Investment Management
Texas
$2.09K +$2.12K +40 New
FGC
135
Financial Gravity Companies
Texas
$739 – – –
Sterling Capital Management
136
Sterling Capital Management
North Carolina
$633 +$636 +12 New
Focus Partners Wealth
137
Focus Partners Wealth
Massachusetts
– -$28M -181,877 Closed
Clark Capital Management Group
138
Clark Capital Management Group
Pennsylvania
– -$9.35M -176,338 Closed
WF
139
Wayfinding Financial
Washington
– -$4.32M -81,450 Closed
Prudential Financial
140
Prudential Financial
New Jersey
– -$3.63M -68,446 Closed
Park Avenue Securities
141
Park Avenue Securities
New York
– -$1.76M -33,233 Closed
WWA
142
WCG Wealth Advisors
Nevada
– -$1.29M -24,354 Closed
US Bancorp
143
US Bancorp
Minnesota
– -$1.02M -19,271 Closed
IAS
144
Insigneo Advisory Services
Florida
– -$223K -4,211 Closed
RFG Advisory
145
RFG Advisory
Alabama
– -$223K -4,211 Closed
Synovus Financial
146
Synovus Financial
Georgia
– -$210K -3,966 Closed
BRWA
147
B. Riley Wealth Advisors
Florida
– -$205K -3,868 Closed
CF
148
Centaurus Financial
California
– -$136K -2,559 Closed
RCM
149
Raleigh Capital Management
North Carolina
– -$116K -2,186 Closed
JP Morgan Chase
150
JP Morgan Chase
New York
– -$104K -1,963 Closed