We are live on ! Find out more
CLOI icon

VanEck CLO ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CP
151
Creekside Partners
California
$268K – – –
RWB
152
RMR Wealth Builders
New Jersey
$267K -$217K -4,108 -45%
LCWP
153
Legacy Capital Wealth Partners
Arkansas
$264K +$263K +4,977 New
EWL
154
Emissary Wealth LLC
New Jersey
$255K -$48.8K -925 -16%
DWS
155
Discipline Wealth Solutions
South Carolina
$248K +$247K +4,682 New
LWM
156
Lionsbridge Wealth Management
Florida
$247K -$8.39K -159 -3%
Ashton Thomas Private Wealth
157
Ashton Thomas Private Wealth
Arizona
$238K +$238K +4,504 New
CIR
158
Clear Investment Research
Georgia
$230K +$4.17K +79 +2%
EMAM
159
Encompass More Asset Management
California
$229K +$228K +4,316 New
Harbour Investments
160
Harbour Investments
Wisconsin
$224K +$55K +1,043 +33%
EC
161
Elequin Capital
New York
$216K +$216K +4,084 New
MAM
162
Milestone Asset Management
Pennsylvania
$213K -$486K -9,209 -70%
CWM
163
Cornerstone Wealth Management
Missouri
$206K +$205K +3,891 New
CHIA
164
Copper Harbor Investment Advisors
Wisconsin
$200K +$200K +3,784 New
Bartlett & Co Wealth Management
165
Bartlett & Co Wealth Management
Ohio
$200K – – –
Ameritas Advisory Services
166
Ameritas Advisory Services
Nebraska
$197K +$196K +3,721 New
FWP
167
FAS Wealth Partners
Kansas
$180K +$52.9K +1,002 +42%
PTC
168
Private Trust Company
Ohio
$172K +$106K +2,000 +160%
AE Wealth Management
169
AE Wealth Management
Kansas
$163K -$200K -3,782 -55%
Allworth Financial
170
Allworth Financial
California
$147K +$1.85K +35 +1%
AssetMark Inc
171
AssetMark Inc
California
$100K +$4.28K +81 +4%
CWM
172
Copia Wealth Management
Oregon
$90.5K +$90.3K +1,710 New
TAM
173
Tucker Asset Management
Colorado
$79.7K +$74.9K +1,420 +1,651%
CIAS
174
Capital Investment Advisory Services
North Carolina
$68.3K – – –
JP Morgan Chase
175
JP Morgan Chase
New York
$52.6K +$13.8K +261 +36%