13F Insight
DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
CLOB

VANECK AA-BB CLO ETF

25 institutions still hold VANECK AA-BB CLO ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 92189h656·25 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 5.6%
vs prior quarter
13F value held
$64M
62.0% inst. owned
of float
Holders
25
+129 QoQ
filers reporting
Activity
+43 / −18
+942 added · −934 reduced
this quarter
Concentration
71.75%
Independence Asset Advisors, LLC #1
top holder share
AI Holders Summary · Q1 2026

25 institutions reported CLOB in Q1 2026. Independence Asset Advisors, LLC leads at 71.8% of the visible book. +129 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Independence Asset Advisors, LLC
CIK 0002010929
$46M912K16.48%Q1 202602
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$4M76K0.00%Q1 202603
Bison Wealth, LLC
CIK 0001845251
$2M39K0.19%Q1 202604
Employees' Retirement Fund of the City of Fort Worth
CIK 0001986812
$2M39K0.85%Q1 202605
Tower Research Capital LLC (TRC)
CIK 0001533421
$2M36K0.05%Q1 202606
Diversified Portfolios, Inc.
CIK 0001634212
$1M29K0.12%Q1 202607
ROYAL BANK OF CANADA
CIK 0001000275
$1M25K0.00%Q1 202608
OSAIC HOLDINGS, INC.
CIK 0001677044
$915,32018K0.00%Q1 202609
SYON CAPITAL LLC
CIK 0001999353
$820,24916K0.04%Q1 202610
Castleview Partners, LLC
CIK 0001737088
$711,98214K0.36%Q1 202611
Sanctuary Advisors, LLC
CIK 0001777271
$556,99611K0.00%Q1 202612
Summit Financial, LLC
CIK 0001765536
$511,09410K0.01%Q1 202613
NewEdge Advisors, LLC
CIK 0001633516
$434,7419K0.00%Q1 202614
Ferguson Shapiro LLC
CIK 0001767433
$431,8599K0.13%Q1 202615
OneAscent Family Office, LLC
CIK 0002055812
$324,8516K0.23%Q1 202616
Lionsbridge Wealth Management LLC
CIK 0001800533
$256,5215K0.26%Q1 202617
Darwin Wealth Management, LLC
CIK 0001663224
$244,6715K0.08%Q1 202618
EP Wealth Advisors, LLC
CIK 0001540569
$210,9354K0.00%Q1 202619
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$200,2394K0.00%Q1 202620
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
CIK 0001818604
$76,7052K0.01%Q1 2026
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