Public ownership evidence

VanEck CLO ETF (CLOI) Ownership Disclosures

Read CLOI insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

VanEck CLO ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
TUCKER ASSET MANAGEMENT LLC
Report period
2026-06-30
Available
2026-08-28
Reported shares
1,506
Value (USD)
$79,743
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001398344-26-015711
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read CLOI fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read CLOI fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-281,506$79,743None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-2886$4,532None
Dakota Wealth Management2025-12-312026-08-2790,596$4,784,384None
Dakota Wealth Management2026-03-312026-08-2789,103$4,695,709None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-209,320$493,475None
Copia Wealth Management2026-06-302026-08-191,710$90,545None
Ascent Advisors, LLC2026-06-302026-08-1547,252$2,493,077None
Synergy Investment Management, LLC2026-06-302026-08-154,359$230,829None
Synergy Investment Management, LLC2026-06-302026-08-1588,219$4,671,244None
Mutual Advisors, LLC2026-06-302026-08-1529,785$1,577,117None
Ameritas Advisory Services, LLC2026-06-302026-08-153,721$197,027None
FWG Holdings, LLC2026-06-302026-08-155,819$307,898None
Deseret Mutual Benefit Administrators2026-06-302026-08-15398,471$21,099,039None
Western Wealth Management, LLC2026-06-302026-08-1530,413$1,610,382None
Western Wealth Management, LLC2026-06-302026-08-1549,566$2,624,513None
OSAIC HOLDINGS, INC.2026-06-302026-08-1513,465$712,972None
OSAIC HOLDINGS, INC.2026-06-302026-08-151,704$90,248None
OSAIC HOLDINGS, INC.2026-06-302026-08-15110,989$5,876,927None
JANE STREET GROUP, LLC2026-06-302026-08-1533,733$1,786,162None
Orion Porfolio Solutions, LLC2026-06-302026-08-15423,873$22,444,082None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1556,553$2,994,481None
Ancora Advisors LLC2026-06-302026-08-1559,658$3,158,912None
Ancora Advisors LLC2026-06-302026-08-15466$24,675None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15178$9,425None
Tandem Financial, LLC2026-06-302026-08-15177,333$9,389,783None
Waverly Advisors, LLC2026-06-302026-08-1519,869$1,052,064None
Wealth Watch Advisors, INC2026-06-302026-08-158,057$426,618None
&PARTNERS2026-06-302026-08-1511,073$586,305None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-15306,340$16,214,564None
Harvest Investment Services, LLC2026-06-302026-08-1569,960$3,704,406None
Ausdal Financial Partners, Inc.2026-06-302026-08-157,815$413,784None
MAI Capital Management2026-06-302026-08-1539,045$2,067,433None
Curi Capital, LLC2026-06-302026-08-15141,509$7,492,887None
Curi Capital, LLC2026-06-302026-08-154,899$259,426None
Vestmark Advisory Solutions, Inc.2026-06-302026-08-1534,981$1,852,244None
Philadelphia Investment Partners, LLC2026-06-302026-08-150$44None
ROYAL BANK OF CANADA2026-06-302026-08-1555,893$2,960,000None
ROYAL BANK OF CANADA2026-06-302026-08-15116$6,000None
ROYAL BANK OF CANADA2026-06-302026-08-151,060$56,000None
MONETA GROUP INVESTMENT ADVISORS LLC2026-06-302026-08-15259,161$13,722,575None
CITADEL ADVISORS LLC2026-06-302026-08-155,770$305,522None
IHT Wealth Management, LLC2026-06-302026-08-1527,755$1,469,603None
NATIXIS ADVISORS, LLC2026-06-302026-08-1527,444$1,453,000None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1546,918$2,484,308None
VAN ECK ASSOCIATES CORP2026-06-302026-08-15562$29,758None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-157,213$381,928None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15225,158$11,922,118None
WELLS FARGO & COMPANY/MN2026-06-302026-08-153,743$198,192None
Silver Grove Financial Group, Inc.2026-06-302026-08-1436$1,906None
MPWM ADVISORY SOLUTIONS, LLC2026-06-302026-08-14103,696$5,490,687None

90-day public filing window, up to 50 source positions.

TUCKER ASSET MANAGEMENT LLC ↗TUCKER ASSET MANAGEMENT LLC ↗Dakota Wealth Management ↗Dakota Wealth Management ↗MERCER GLOBAL ADVISORS INC /ADV ↗Copia Wealth Management ↗Ascent Advisors, LLC ↗Synergy Investment Management, LLC ↗Synergy Investment Management, LLC ↗Mutual Advisors, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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