ITM Institutional Ownership
VanEck Intermediate Muni ETF
1W: +0.6%
1M: -2.7%
3M: -5.9%
YTD: -6.0%
1Y: -4.7%
3Y: +6.1%
5Y: -5.1%
$44.15
+0.01 (+0.02%)
Weekly Expected Move ±0.9%
$43
$44
$44
$45
$45
Overview
Chart
Holdings
Changes
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Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — ITM
220
Institutional Holders
+20 vs prior quarter
0.0%
Ownership
+0.00pp
2B
Total Invested
33
New Positions
79
Increased
70
Reduced
14
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (232 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 16,956,012 | $749M | +487,279 | +3.0% | 15Q | SEC ↗ |
| 2 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 3,716,899 | $164M | -215,044 | -5.5% | 31Q | SEC ↗ |
| 3 | LPL Financial LLC | 2,405,914 | $106M | +182,555 | +8.2% | 31Q | SEC ↗ |
| 4 | AMERIPRISE FINANCIAL INC | 1,565,084 | $69M | +148,965 | +10.5% | 16Q | SEC ↗ |
| 5 | ENVESTNET ASSET MANAGEMENT INC | 1,356,868 | $60M | +268,374 | +24.7% | 31Q | SEC ↗ |
| 6 | CLIFTONLARSONALLEN WEALTH ADVISORS, LL | 1,055,190 | $47M | +1,680 | +0.2% | 12Q | SEC ↗ |
| 7 | Willis Johnson & Associates, Inc. | 993,572 | $44M | +49,425 | +5.2% | 11Q | SEC ↗ |
| 8 | TIAA Wealth Investment Management LLC | 892,083 | $39M | -54,752 | -5.8% | 2Q | SEC ↗ |
| 9 | WELLS FARGO & COMPANY/MN | 862,113 | $38M | +64,059 | +8.0% | 31Q | SEC ↗ |
| 10 | FMR LLC | 734,240 | $32M | -17,061 | -2.3% | 30Q | SEC ↗ |
| 11 | OneDigital Investment Advisors LLC | 600,420 | $27M | +98,866 | +19.7% | 16Q | SEC ↗ |
| 12 | MORGAN STANLEY | 560,723 | $25M | -109,156 | -16.3% | 31Q | SEC ↗ |
| 13 | CX Institutional | 533,148 | $24M | -424,373 | -44.3% | 25Q | SEC ↗ |
| 14 | JPMORGAN CHASE & CO | 499,334 | $22M | +51,095 | +11.4% | 12Q | SEC ↗ |
| 15 | MATHER GROUP, LLC. | 450,660 | $20M | +9,833 | +2.2% | 18Q | SEC ↗ |
| 16 | UMB Bank, n.a. | 443,181 | $20M | -156,197 | -26.1% | 3Q | SEC ↗ |
| 17 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 418,825 | $18M | +15,455 | +3.8% | 22Q | SEC ↗ |
| 18 | DAVIDSON INVESTMENT ADVISORS | 410,872 | $18M | +6,505 | +1.6% | 14Q | SEC ↗ |
| 19 | STIFEL FINANCIAL CORP | 377,439 | $17M | +13,360 | +3.7% | 31Q | SEC ↗ |
| 20 | Cetera Investment Advisers | 328,395 | $14M | +71,491 | +27.8% | 23Q | SEC ↗ |
| 21 | GOLDMAN SACHS GROUP INC | 316,834 | $14M | +33,539 | +11.8% | 2Q | SEC ↗ |
| 22 | HighTower Advisors, LLC | 314,727 | $14M | -3,898 | -1.2% | 13Q | SEC ↗ |
| 23 | Avidian Wealth Enterprises, LLC | 304,032 | $13M | +12,280 | +4.2% | 26Q | SEC ↗ |
| 24 | UBS Group AG | 278,953 | $12M | -27,854 | -9.1% | 31Q | SEC ↗ |
| 25 | FOCUS Wealth Advisors, LLC | 184,357 | $8M | +1,834 | +1.0% | 23Q | SEC ↗ |
| 26 | PARK AVENUE SECURITIES LLC | 178,322 | $8M | +44,969 | +33.7% | 16Q | SEC ↗ |
| 27 | RAYMOND JAMES FINANCIAL INC | 148,723 | $7M | -20,254 | -12.0% | 7Q | SEC ↗ |
| 28 | Clark Capital Management Group, Inc. | 147,698 | $7M | +477 | +0.3% | 16Q | SEC ↗ |
| 29 | Cerity Partners LLC | 123,275 | $5M | +854 | +0.7% | 13Q | SEC ↗ |
| 30 | PRINCIPAL SECURITIES, INC. | 112,899 | $5M | +19,568 | +21.0% | 11Q | SEC ↗ |
| 31 | ROYAL BANK OF CANADA | 103,042 | $5M | -37,800 | -26.8% | 31Q | SEC ↗ |
| 32 | AXXCESS WEALTH MANAGEMENT, LLC | 99,419 | $4M | +8,074 | +8.8% | 19Q | SEC ↗ |
| 33 | BRANDYWINE OAK PRIVATE WEALTH LLC | 98,793 | $4M | -4,352 | -4.2% | 31Q | SEC ↗ |
| 34 | SIMON QUICK ADVISORS, LLC | 94,341 | $4M | — | +0.0% | 5Q | SEC ↗ |
| 35 | Clearstead Advisors, LLC | 91,330 | $4M | +122 | +0.1% | 9Q | SEC ↗ |
| 36 | Granite Harbor Advisors, Inc. | 85,855 | $4M | +18,634 | +27.7% | 15Q | SEC ↗ |
| 37 | Fulton Bank, N.A. | 82,911 | $4M | +750 | +0.9% | 8Q | SEC ↗ |
| 38 | Cornerstone Wealth Management, LLC | 81,828 | $4M | +11,983 | +17.2% | 14Q | SEC ↗ |
| 39 | Parkside Financial Bank & Trust | 70,293 | $3M | +3,533 | +5.3% | 31Q | SEC ↗ |
| 40 | TRUIST FINANCIAL CORP | 68,457 | $3M | -1,196 | -1.7% | 27Q | SEC ↗ |
| 41 | VICUS CAPITAL | 61,494 | $3M | -547 | -0.9% | 32Q | SEC ↗ |
| 42 | MML INVESTORS SERVICES, LLC | 60,968 | $3M | +1,952 | +3.3% | 31Q | SEC ↗ |
| 43 | Vise Technologies, Inc. | 55,598 | $2M | -1,907 | -3.3% | 5Q | SEC ↗ |
| 44 | J.Safra Asset Management Corp | 53,272 | $2M | -144 | -0.3% | 5Q | SEC ↗ |
| 45 | Sanctuary Advisors, LLC | 51,785 | $2M | +2,775 | +5.7% | 9Q | SEC ↗ |
| 46 | Thrivent Financial for Lutherans | 51,582 | $2M | -24,271 | -32.0% | 3Q | SEC ↗ |
| 47 | DAYMARK WEALTH PARTNERS, LLC NEW | 42,022 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 48 | Waverly Advisors, LLC | 40,061 | $2M | -627 | -1.5% | 10Q | SEC ↗ |
| 49 | Midwest Trust Co | 35,184 | $2M | -661 | -1.8% | 5Q | SEC ↗ |
| 50 | Mariner, LLC | 34,149 | $2M | +2,283 | +7.2% | 11Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| DAYMARK WEALTH PARTNERS, LLC | 42,022 | $2M |
| PRELUDE CAPITAL MANAGEMENT, LLC | 19,560 | $864K |
| MY Wealth Management Inc. | 16,007 | $707K |
| Advyzon Investment Management, LLC | 13,754 | $607K |
| OLD MISSION CAPITAL LLC | 12,987 | $573K |
| Crusonia Wealth Advisors LLC | 9,464 | $418K |
| Beacon Pointe Advisors, LLC | 9,464 | $418K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 9,444 | $417K |
| BOOTHBAY FUND MANAGEMENT, LLC | 8,460 | $374K |
| Claro Advisors Inc. | 7,574 | $334K |
| A4 Wealth Advisors LLC | 7,111 | $314K |
| Pinnacle Bancorp, Inc. | 6,824 | $301K |
| MERCER GLOBAL ADVISORS INC /ADV | 6,452 | $285K |
| SAX WEALTH ADVISORS, LLC | 5,973 | $264K |
| CreativeOne Wealth, LLC | 5,963 | $263K |
| Equitable Holdings, Inc. | 5,649 | $249K |
| Orion Porfolio Solutions, LLC | 4,943 | $218K |
| J.M. Arbour, LLC | 4,810 | $212K |
| Vestmark Advisory Solutions, Inc. | 4,452 | $197K |
| Quarry LP | 3,170 | $140K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Advisors Preferred, LLC | 108,254 | $5M |
| SteelPeak Wealth, LLC | 45,348 | $2M |
| SYKON CAPITAL LLC | 43,882 | $2M |
| RENAISSANCE TECHNOLOGIES LLC | 17,900 | $790K |
| SHEETS SMITH WEALTH MANAGEMENT | 17,600 | $777K |
| 1834 INVESTMENT ADVISORS CO | 11,148 | $492K |
| Mattson Financial Services, LLC | 9,874 | $436K |
| Magnus Financial Group LLC | 7,325 | $323K |
| STEPHENS INC /AR | 6,509 | $287K |
| Integrity Financial Corp /WA | 6,224 | $275K |
| Hilltop Holdings Inc. | 6,112 | $270K |
| Engineers Gate Manager LP | 6,021 | $266K |
| Capital Advisors Wealth Management, | 4,961 | $219K |
| RMR Wealth Builders | 4,763 | $210K |
| Kestra Advisory Services, LLC | 3,913 | $173K |
| Advisory Services Network, LLC | 1,895 | $84K |
| CITY HOLDING CO | 1,087 | $48K |
| AlphaCore Capital LLC | 1,062 | $47K |
| Canton Hathaway, LLC | 431 | $19K |
| Clarity Asset Management, Inc. | 362 | $16K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| CX Institutional | -424,373 | -44.3% | 533,148 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -215,044 | -5.5% | 3,716,899 |
| UMB Bank, n.a. | -156,197 | -26.1% | 443,181 |
| MORGAN STANLEY | -109,156 | -16.3% | 560,723 |
| CITADEL ADVISORS LLC | -100,823 | -86.6% | 15,585 |
| JANE STREET GROUP, LLC | -95,601 | -79.5% | 24,623 |
| TIAA Wealth Investment Management L | -54,752 | -5.8% | 892,083 |
| ROYAL BANK OF CANADA | -37,800 | -26.8% | 103,042 |
| UBS Group AG | -27,854 | -9.1% | 278,953 |
| Thrivent Financial for Lutherans | -24,271 | -32.0% | 51,582 |
| PNC Financial Services Group, Inc. | -21,786 | -100.0% | 2 |
| RAYMOND JAMES FINANCIAL INC | -20,254 | -12.0% | 148,723 |
| FMR LLC | -17,061 | -2.3% | 734,240 |
| JONES FINANCIAL COMPANIES LLLP | -12,523 | -32.9% | 25,522 |
| UBS AM, a distinct business unit of | -11,703 | -96.0% | 489 |
| Union Bancaire Privee, UBP SA | -11,000 | -50.0% | 11,000 |
| OpenArc Corporate Advisory, LLC | -10,612 | -47.0% | 11,945 |
| Rockefeller Capital Management L.P. | -10,610 | -31.8% | 22,712 |
| Private Advisor Group, LLC | -8,633 | -54.2% | 7,304 |
| TIAA TRUST, NATIONAL ASSOCIATION | -8,152 | -98.9% | 89 |