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MLN Institutional Ownership

VanEck Long Muni ETF
1W: -0.6% 1M: -4.8% 3M: -8.8% YTD: -7.2% 1Y: -6.5% 3Y: +5.6% 5Y: -13.9%
$16.22
-0.15 (-0.92%)
 
Weekly Expected Move ±1.3%
$16 $16 $16 $16 $17
ETF CBOE · AUM $653.6M

Institutional Ownership — MLN

154
Institutional Holders
+7 vs prior quarter
0.0%
Ownership
+0.00pp
643M
Total Invested
21
New Positions
55
Increased
63
Reduced
10
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (165 total)

# Holder Shares Value Change Change % Holding Period Filing
1 ENVESTNET ASSET MANAGEMENT INC 6,744,514 $109M -665,987 -9.0% 27Q SEC ↗
2 Kestra Investment Management, LLC 3,967,998 $64M +716,081 +22.0% 9Q SEC ↗
3 BANK OF AMERICA CORP /DE 3,512,008 $57M +185,416 +5.6% 15Q SEC ↗
4 LPL Financial LLC 2,161,917 $35M -266,129 -11.0% 41Q SEC ↗
5 RAYMOND JAMES FINANCIAL INC 1,584,685 $26M +8,764 +0.6% 7Q SEC ↗
6 Bank of New York Mellon Corp 1,452,386 $24M -27,290 -1.8% 29Q SEC ↗
7 Bramshill Investments, LLC 1,244,176 $20M -46,568 -3.6% 4Q SEC ↗
8 MORGAN STANLEY 1,083,762 $18M +319,204 +41.8% 41Q SEC ↗
9 WELLS FARGO & COMPANY/MN 912,106 $15M +57,713 +6.8% 41Q SEC ↗
10 Willis Johnson & Associates, Inc. 763,819 $12M +53,091 +7.5% 11Q SEC ↗
11 Tortoise Investment Management, LLC 634,387 $10M +37,530 +6.3% 38Q SEC ↗
12 HighTower Advisors, LLC 588,787 $10M -140,866 -19.3% 13Q SEC ↗
13 JANE STREET GROUP, LLC 588,510 $10M +354,477 +151.5% 8Q SEC ↗
14 Hennion & Walsh Asset Management, Inc. 586,281 $10M +23,586 +4.2% 13Q SEC ↗
15 ABLE Financial Group, LLC 576,062 $9M -22,073 -3.7% 14Q SEC ↗
16 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 517,835 $8M +335,806 +184.5% 4Q SEC ↗
17 JPMORGAN CHASE & CO 515,184 $8M +31,392 +6.5% 12Q SEC ↗
18 CLIFTONLARSONALLEN WEALTH ADVISORS, LL 508,751 $8M +45,485 +9.8% 7Q SEC ↗
19 MML INVESTORS SERVICES, LLC 480,404 $8M +27,431 +6.1% 5Q SEC ↗
20 Manhattan West Asset Management, LLC 466,030 $8M -41,287 -8.1% 18Q SEC ↗
21 Cyndeo Wealth Partners, LLC 438,155 $7M +14,471 +3.4% 15Q SEC ↗
22 Keystone Financial Group 413,409 $7M +38,108 +10.2% 8Q SEC ↗
23 NICOLET BANKSHARES INC 372,507 $6M -12,373 -3.2% 2Q SEC ↗
24 Cetera Investment Advisers 301,474 $5M -53,232 -15.0% 10Q SEC ↗
25 Kestra Advisory Services, LLC 281,063 $5M +85,288 +43.6% 12Q SEC ↗
26 Westside Investment Management, Inc. 270,643 $4M +26,327 +10.8% 11Q SEC ↗
27 PARK AVENUE SECURITIES LLC 263,725 $4M -79,949 -23.3% 5Q SEC ↗
28 JONES FINANCIAL COMPANIES LLLP 235,269 $4M +72,211 +44.3% 11Q SEC ↗
29 Sanctuary Advisors, LLC 234,097 $4M -15,342 -6.2% 9Q SEC ↗
30 OneDigital Investment Advisors LLC 216,993 $4M +841 +0.4% 9Q SEC ↗
31 Total Clarity Wealth Management, Inc. 158,435 $3M +20,285 +14.7% 3Q SEC ↗
32 Waverly Advisors, LLC 155,190 $3M +5,477 +3.7% 5Q SEC ↗
33 TRUIST FINANCIAL CORP 147,880 $2M +9,949 +7.2% 15Q SEC ↗
34 UBS Group AG 142,010 $2M -18,665 -11.6% 41Q SEC ↗
35 C2P Capital Advisory Group, LLC d.b.a. 127,915 $2M +10,170 +8.6% 2Q SEC ↗
36 OLD NATIONAL BANCORP /IN 123,990 $2M +60,299 +94.7% 4Q SEC ↗
37 STIFEL FINANCIAL CORP 115,524 $2M -173,283 -60.0% 41Q SEC ↗
38 White & Co Financial Planning Inc 114,023 $2M +6,269 +5.8% 7Q SEC ↗
39 NewEdge Wealth, LLC 109,265 $2M +2,986 +2.8% 7Q SEC ↗
40 AE Wealth Management LLC 108,628 $2M -25,382 -18.9% 14Q SEC ↗
41 WEALTH ENHANCEMENT ADVISORY SERVICES, 102,010 $2M -937 -0.9% 4Q SEC ↗
42 COMMONWEALTH EQUITY SERVICES, LLC 97,487 $2M +1,301 +1.4% 28Q SEC ↗
43 Elequin Capital, LP NEW 97,300 $2M — +0.0% 1Q SEC ↗
44 Summit Financial, LLC 94,076 $2M -279,654 -74.8% 4Q SEC ↗
45 Balance Wealth Partners LLC 91,063 $1M +16,814 +22.6% 6Q SEC ↗
46 Tennessee Valley Asset Management Part 87,127 $1M +3,022 +3.6% 2Q SEC ↗
47 OGOREK ANTHONY JOSEPH /NY/ /ADV 86,344 $1M +632 +0.7% 16Q SEC ↗
48 BARTLETT & CO. WEALTH MANAGEMENT LLC 85,610 $1M -11,175 -11.5% 28Q SEC ↗
49 CITADEL ADVISORS LLC NEW 80,680 $1M — +0.0% 1Q SEC ↗
50 Envestnet Portfolio Solutions, Inc. 79,300 $1M -14,215 -15.2% 5Q SEC ↗

Recent Activity

New Positions (20)
Sold Out (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
Kestra Investment Management, LLC +716,081 +22.0% 3,967,998
JANE STREET GROUP, LLC +354,477 +151.5% 588,510
NORTHWESTERN MUTUAL WEALTH MANAGEME +335,806 +184.5% 517,835
MORGAN STANLEY +319,204 +41.8% 1,083,762
BANK OF AMERICA CORP /DE +185,416 +5.6% 3,512,008
Kestra Advisory Services, LLC +85,288 +43.6% 281,063
JONES FINANCIAL COMPANIES LLLP +72,211 +44.3% 235,269
OLD NATIONAL BANCORP /IN +60,299 +94.7% 123,990
WELLS FARGO & COMPANY/MN +57,713 +6.8% 912,106
Willis Johnson & Associates, Inc. +53,091 +7.5% 763,819
CLIFTONLARSONALLEN WEALTH ADVISORS, +45,485 +9.8% 508,751
Keystone Financial Group +38,108 +10.2% 413,409
Tortoise Investment Management, LLC +37,530 +6.3% 634,387
JPMORGAN CHASE & CO +31,392 +6.5% 515,184
MML INVESTORS SERVICES, LLC +27,431 +6.1% 480,404
Westside Investment Management, Inc +26,327 +10.8% 270,643
Hennion & Walsh Asset Management, I +23,586 +4.2% 586,281
Total Clarity Wealth Management, In +20,285 +14.7% 158,435
Balance Wealth Partners LLC +16,814 +22.6% 91,063
CHARLES SCHWAB INVESTMENT MANAGEMEN +15,255 +44.7% 49,380
Biggest Decreases (20)
HolderReducedChange %Total Shares
ENVESTNET ASSET MANAGEMENT INC -665,987 -9.0% 6,744,514
CX Institutional -314,677 -93.6% 21,368
Summit Financial, LLC -279,654 -74.8% 94,076
LPL Financial LLC -266,129 -11.0% 2,161,917
STIFEL FINANCIAL CORP -173,283 -60.0% 115,524
HighTower Advisors, LLC -140,866 -19.3% 588,787
CONFLUENCE INVESTMENT MANAGEMENT LL -118,106 -69.5% 51,847
BENJAMIN EDWARDS INC -106,029 -60.1% 70,351
PARK AVENUE SECURITIES LLC -79,949 -23.3% 263,725
Hedeker Wealth, LLC -76,270 -63.6% 43,644
Cetera Investment Advisers -53,232 -15.0% 301,474
Capital Advisors Wealth Management, -51,382 -79.7% 13,116
Bramshill Investments, LLC -46,568 -3.6% 1,244,176
Manhattan West Asset Management, LL -41,287 -8.1% 466,030
Steward Partners Investment Advisor -40,585 -78.4% 11,200
UBS AM, a distinct business unit of -27,932 -86.7% 4,298
Bank of New York Mellon Corp -27,290 -1.8% 1,452,386
AE Wealth Management LLC -25,382 -18.9% 108,628
WBH ADVISORY INC -22,690 -37.1% 38,442
ABLE Financial Group, LLC -22,073 -3.7% 576,062

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms