Purchases and Sales Made in Q4 2025 in Vaneck ETF Tr (CLOI)
This table provides information about the institutional ownership of Vaneck ETF Tr (CLOI) during Q4 2025. The information is specifically focused on institutions that hold shares of VANECK ETF TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
130K+ 9.04% |
$6.85M - $6.88M
|
1.56M
$82.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
96.3K+ 36.19% |
$5.09M - $5.11M
|
362K
$19.2M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
90.6KNew |
$4.79M - $4.81M
|
90.6K
$4.79M
|
|
|
Jan 14, 2026
Q4 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
41.4K+ 339.83% |
$2.19M - $2.2M
|
53.6K
$2.84M
|
|
|
Jan 07, 2026
Q4 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
19.4K+ 132.65% |
$1.02M - $1.03M
|
33.9K
$1.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Financial Management Network Inc
|
BUY
|
- |
17.9K+ 20.57% |
$948K - $952K
|
105K
$5.57M
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
9.06K+ 24.52% |
$479K - $481K
|
46K
$2.44M
|
|
|
Jan 12, 2026
Q4 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
6KNew |
$317K - $318K
|
6K
$318K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.7KNew |
$301K - $303K
|
5.7K
$302K
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
2.01K+ 0.76% |
$106K - $107K
|
267K
$14.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
858+ 6.9% |
$45.3K - $45.5K
|
13.3K
$704K
|
|
|
Jan 16, 2026
Q4 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
35+ 0.57% |
$1.85K - $1.86K
|
6.23K
$330K
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
BUY
|
- |
27New |
$1.43K - $1.43K
|
27
$1.43K
|
|
|
Jan 07, 2026
Q4 2025
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-20- 0.18% |
$1.06K - $1.06K
|
11.2K
$590K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-192- 77.11% |
$10.1K - $10.2K
|
57
$3.02K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-671- 4.71% |
$35.4K - $35.6K
|
13.6K
$718K
|
|
|
Jan 12, 2026
Q4 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.8K- 10.82% |
$95.3K - $95.7K
|
14.9K
$787K
|
|
|
Jan 16, 2026
Q4 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.93K- 0.93% |
$102K - $102K
|
206K
$10.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-2.87K- 37.31% |
$151K - $152K
|
4.82K
$255K
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-5.48K- 25.59% |
$290K - $291K
|
15.9K
$843K
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-9.06K- 5.39% |
$478K - $481K
|
159K
$8.41M
|
|
|
Jan 12, 2026
Q4 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-30.1K- 19.43% |
$1.59M - $1.6M
|
125K
$6.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-153K- 88.01% |
$8.08M - $8.12M
|
20.8K
$1.1M
|
|