CLOB β€” VANECK ETF TRUST

Ownership history in Independence Asset Advisors, LLC  Β·  4 quarters on record

AI Ownership Summary

Independence Asset Advisors, LLC reported VANECK ETF TRUST (CLOB) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 25.01% in 2025 Q4. The latest visible filing shows CLOB at 25.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CLOB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Independence Asset Advisors, LLC's position in VANECK ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

CLOB was reported at 25.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
25.01% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Independence Asset Advisors, LLC held CLOB β€” position size vs. price
% of Fund (quarterly)    CLOB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 895,536 +13,508 +1.5% 25.01% $45.4M 2026-02-14 (Est.) $50.19
2025 Q3 ADDED 882,028 +492,971 +126.7% 19.08% $45.0M 2025-11-03 $49.60
2025 Q2 ADDED 389,057 +381,557 +5087.4% 12.30% $19.8M 2025-07-29 $48.43
2025 Q1 INITIATED 7,500 β€” β€” 1.23% $380K 2025-04-23 $46.30

FAQ About Independence Asset Advisors, LLC and CLOB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Independence Asset Advisors, LLC reported owning CLOB?

Independence Asset Advisors, LLC reported CLOB across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported CLOB position in Independence Asset Advisors, LLC's portfolio?

The largest reported portfolio weight for CLOB was 25.01% in 2025 Q4.

What is the latest reported CLOB position on this page?

The most recent filing on this page is 2025 Q4, when Independence Asset Advisors, LLC reported 895,536 shares, equal to 25.01% of portfolio, with an estimated market value of $45.4M.

What does the chart on this CLOB ownership page compare?

The chart compares Independence Asset Advisors, LLC's quarterly CLOB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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