ITM · VanEck Intermediate Muni ETF · Holdings ETF

$44.87 +0.12 (+0.27%) At close · Oct 21

Volume · Oct 21 844.84K Avg daily vol (3M) 775.66K

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Institutional holdings are being reconciled with SEC filings. Holder totals and changes may be incomplete until reconciliation finishes.

Quarter:

Holders: 41

Total Value: $177,167,144

Total Shares: 4,026,526

Institutional Ownership Trend

27 quarters

Holder Concentration

Across 41 13F filers · Δ vs Jun 30, 2026

Top Holder

26.8%

−15.5 pts

Top 5

70.1%

+5.2 pts

Top 10

90.5%

+14.2 pts

HHI

1,319

Broadly held−666

Who Holds ITM

Last 8 quarters through Sep 30, 2026 (filing window open)

Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.

Jun 30, 2026, the newest closed quarter: 205 filers, like-for-like change +0.8%; actively managed books +1.0%; index-like books -8.8%.

Holder type	Share	Filers	Change	New	Exited
Registered adviser	23.7%	126	-0.5%	22	10
Exempt adviser	0.0%	1	+826.0%	0	0
Adviser	4.0%	3	+9.9%	0	0
Bank	47.1%	14	+2.8%	0	0
Broker-dealer	6.0%	1	+8.2%	0	0
Non-US	0.0%	2	+46.6%	0	0
Holding company	4.1%	6	-4.8%	1	0
Insurer	0.0%	0	—	0	0
Unknown	15.0%	52	-6.1%	8	4

Style	Share	Filers	Change	New	Exited
Index-like	2.3%	5	-8.8%	0	0
Systematic-like	0.1%	5	-55.8%	2	0
Concentrated	8.6%	54	+1.8%	10	5
Diversified active	88.9%	141	+1.2%	19	9
Not measured	0.0%	0	—	0	0
Unknown	0.0%	0	—	0	0

Turnover	Share	Filers	Change	New	Exited
Low turnover	93.7%	150	+2.7%	16	9
Medium turnover	3.5%	27	-22.1%	5	2
High turnover	0.3%	11	-68.6%	5	1
Unknown	2.5%	17	-3.9%	5	2
Not measured	0.0%	0	—	0	0

Holding horizon	Share	Filers	Change	New	Exited
Short horizon	2.6%	18	-2.9%	6	2
Medium horizon	1.7%	26	+4.3%	5	2
Long horizon	95.2%	156	+0.9%	17	9
Unknown	0.5%	5	-13.7%	3	1
Not measured	0.0%	0	—	0	0

13F book size	Share	Filers	Change	New	Exited
Under $1B	1.6%	49	-8.7%	12	7
$1B to $10B	16.8%	80	-5.0%	12	5
$10B to $100B	6.6%	48	+5.8%	6	2
$100B or more	75.0%	28	+2.0%	1	0
Not measured	0.0%	0	—	0	0

Client base	Share	Filers	Change	New	Exited
Individuals and high net worth	19.6%	108	+1.8%	18	7
Pooled investment vehicles	0.1%	3	-67.5%	2	1
Registered funds and BDCs	0.0%	1	-89.5%	0	1
Pension and profit sharing plans	1.5%	3	+16.6%	0	1
Insurance companies	0.0%	2	-0.2%	0	0
Corporations	0.0%	1	-9.3%	0	0
Other investment advisers	0.0%	2	+512.1%	1	0
Other	0.1%	1	-32.0%	0	0
Diversified	0.0%	4	-43.3%	1	0
Charitable organizations	0.0%	0	—	0	0
Unknown	78.5%	80	+1.0%	9	4

Private funds	Share	Filers	Change	New	Exited
Hedge funds	0.3%	7	-42.7%	2	1
Private equity funds	0.7%	8	-1.1%	0	1
Securitized asset funds	0.0%	1	-96.0%	0	0
Other private funds	1.6%	10	+1.4%	3	0
Mixed private funds	0.0%	1	0.0%	0	0
Private funds, type not stated	0.1%	1	new	1	0
No private funds	20.3%	97	-0.5%	16	7
Real estate funds	0.8%	2	+9.9%	0	1
Venture capital funds	0.0%	0	—	0	0
Unknown	76.3%	78	+1.2%	9	4

Location	Share	Filers	Change	New	Exited
United States	99.0%	199	+1.0%	31	13
Outside the US	1.0%	6	-14.5%	0	1

The Sep 30, 2026 filing window is still open, so its bar shows only the filers that have filed so far.

How the mix is measured

Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.

Excluded 2 holders with no observed 2026-03-31 13F and 2 holders with no observed 2026-06-30 13F.

Conviction and Crowding

205 13F filers, quarter ended Jun 30, 2026

Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.

Conviction holders

7.80% of filers hold it in their top 10

Mar 31, 2026: 15

Holders above 5%

median weight 0.010%

Mar 31, 2026: 1

Crowding

—

shares outstanding is an issuer-wide count, not one listing's

Private-fund advisers

—

of shares outstanding

Institutional ownership

—

shares outstanding is an issuer-wide count, not one listing's

Top 10 holders

76.3%

of 13F shares, Herfindahl 0.199

Active holders

+1.0%

like-for-like share change of active filers

5% stakes on record

0 13D, 0 13G

How long holders have held it value-weighted 22.4 quarters

Under 1 year 5.54% 1 to 3 years 5.49% 3 years or more 89.0% Since coverage start 0.000%

Managers in the top fifth by current three-year FundScore alpha were net buyers of $0 (0 buying, 0 selling).

Estimated Holder Cost Basis

Quarter ended Jun 30, 2026, on that quarter's share basis

Estimated, never filed: each 13F buy is costed at its quarter's average traded price and each sale keeps the average cost, so this is what holders paid on average if they traded evenly through each quarter.

Estimated avg cost

$46.74

estimated per share

Mar 31, 2026: $46.80

Quarter-end price

$46.99

implied by 13F values

Estimated gain or loss

+0.5%

price against the estimated cost

Estimated at a loss

64.3%

of costed 13F value

Estimated cost covers 3.80% of the 13F shares; positions already held when a filer's 13F history starts, or bought in a quarter without a trusted average price, have no estimate.

Quarterly Activity

vs Jun 30, 2026

New

Increased

Decreased

Sold Out

Unchanged

New and Sold Out count only filers that reported a 13F for both quarters: a first-time filer's book is not a buy, and a fund that has not filed, or withheld its positions under confidential treatment, has not sold.

Holder count: -166

Institutional value: -90.6%

Shares held: -89.9%

Top Buyers

vs Jun 30, 2026

Institution	Added	Now Holds
Mid Fragasso Financial Advisors Inc	+204,220	210,278
Mid OpenArc Corporate Advisory, LLC	+63,843	75,788
Large MATHER GROUP, LLC.	+39,418	490,078
Mid CX Institutional	+39,346	572,494
Small A4 Wealth Advisors LLC	+37,351	44,462

Top Sellers

vs Jun 30, 2026

Institution	Sold	Now Holds
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	−160,223	258,602
Mid DAVIDSON INVESTMENT ADVISORS	−25,196	385,676
Small FOCUS Wealth Advisors, LLC	−16,596	167,761
Small LCW Services, LLC	−14,864	13,829
Mid Avidian Wealth Enterprises, LLC	−9,788	294,244

Top New Positions

vs Jun 30, 2026

Institution	Acquired	Value (USD)
Small Able Wealth Management LLC	18,159	$798,996
Mid Prime Capital Investment Advisors, LLC	16,584	$729,696
Mid CONFLUENCE INVESTMENT MANAGEMENT LLC	13,388	$589,072
Mid Apella Capital, LLC	9,020	$396,880
Mid Forvis Mazars Wealth Advisors, LLC	5,130	$225,720

Top Sold-Out Positions

vs Jun 30, 2026

Institution	Previously Held	Last Value (USD)
Small FF Advisors,LLC	7,381	$346,833
Mid SAX WEALTH ADVISORS, LLC	5,973	$280,671
Mid Wealthcare Advisory Partners LLC	5,434	$255,343
Small RDA Financial Network	4,449	$209,058
Mid BEACON INVESTMENT ADVISORY SERVICES, INC.	207	$9,726

Filter: New 7 Increased 14 Reduced 11 Sold out 6 Unchanged 8

Holder type: Registered adviser 26 Bank 1 Unknown 14

Showing 41 of 41

All Common Calls Puts

Compact Export CSV

Holder	Value (USD)	% of 13F	Shares	Own %	Change	Type	Filed
Mid CLIFTONLARSONALLEN WEALTH ADVISORS, LLC Registered adviser ITM	$47,549,700	26.84%	1,080,675	—	+25,485 +2.4%	Shares	2026-10-14
Mid CX Institutional Registered adviser ITM	$25,189,736	14.22%	572,494	—	+39,346 +7.4%	Shares	2026-10-02
Large MATHER GROUP, LLC. Registered adviser ITM	$21,563,432	12.17%	490,078	—	+39,418 +8.7%	Shares	2026-10-14
Mid DAVIDSON INVESTMENT ADVISORS Registered adviser ITM	$16,969,744	9.58%	385,676	—	-25,196 -6.1%	Shares	2026-10-20
Mid Avidian Wealth Enterprises, LLC Registered adviser ITM	$12,946,736	7.31%	294,244	—	-9,788 -3.2%	Shares	2026-10-08
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ITM	$11,378,488	6.42%	258,602	—	-160,223 -38.3%	Shares	2026-10-13
Mid Fragasso Financial Advisors Inc Registered adviser ITM	$9,252,232	5.22%	210,278	—	+204,220 +3371.1%	Shares	2026-10-13
Small FOCUS Wealth Advisors, LLC Registered adviser ITM	$7,381,484	4.17%	167,761	—	-16,596 -9.0%	Shares	2026-10-14
Mid AXXCESS WEALTH MANAGEMENT, LLC Registered adviser ITM	$4,555,276	2.57%	103,529	—	+4,110 +4.1%	Shares	2026-10-21
Mid Fulton Bank, N.A. ITM	$3,545,960	2.00%	80,590	—	-2,321 -2.8%	Shares	2026-10-14
Mid OpenArc Corporate Advisory, LLC Registered adviser ITM	$3,334,672	1.88%	75,788	—	+63,843 +534.5%	Shares	2026-10-21
Small A4 Wealth Advisors LLC Registered adviser ITM	$1,956,328	1.10%	44,462	—	+37,351 +525.3%	Shares	2026-10-20
Mid OLD NATIONAL BANCORP /IN/ Bank ITM	$1,160,280	0.65%	26,370	—	-6,865 -20.7%	Shares	2026-10-20
Small Able Wealth Management LLC ITM	$798,996	0.45%	18,159	—	New	Shares	2026-10-13
Large Concurrent Investment Advisors, LLC Registered adviser ITM	$758,736	0.43%	17,244	—	+7,661 +79.9%	Shares	2026-10-16
Mid Prime Capital Investment Advisors, LLC ITM	$729,696	0.41%	16,584	—	New	Shares	2026-10-20
Small MY Wealth Management Inc. Registered adviser ITM	$704,308	0.40%	16,007	—	0 0.0%	Shares	2026-10-21
Mid INDEPENDENT FINANCIAL GROUP, LLC Registered adviser ITM	$702,064	0.40%	15,956	—	+1,308 +8.9%	Shares	2026-10-13
Small LCW Services, LLC ITM	$608,476	0.34%	13,829	—	-14,864 -51.8%	Shares	2026-10-21
Mid CFS Investment Advisory Services, LLC ITM	$596,904	0.34%	13,566	—	+3,056 +29.1%	Shares	2026-10-19
Mid CONFLUENCE INVESTMENT MANAGEMENT LLC Registered adviser ITM	$589,072	0.33%	13,388	—	New	Shares	2026-10-01
Mid PRIVATE TRUST CO NA ITM	$543,312	0.31%	12,348	—	+1 +0.0%	Shares	2026-10-20
Small Curbstone Financial Management Corp Registered adviser ITM	$539,000	0.30%	12,250	—	0 0.0%	Shares	2026-10-21
Small Lee Financial Co Registered adviser ITM	$462,000	0.26%	10,500	—	0 0.0%	Shares	2026-10-16
Mid Gradient Investments LLC ITM	$454,124	0.26%	10,321	—	-3,595 -25.8%	Shares	2026-10-08
Micro UMB Private Wealth Management, LLC Registered adviser ITM	$400,488	0.23%	9,102	—	—	Shares	2026-10-19
Mid Apella Capital, LLC ITM	$396,880	0.22%	9,020	—	New	Shares	2026-10-08
Small Hummer Financial Advisory Services Inc Registered adviser ITM	$385,000	0.22%	8,750	—	0 0.0%	Shares	2026-10-09
Micro Roan Capital Partners Registered adviser ITM	$317,372	0.18%	7,213	—	-709 -8.9%	Shares	2026-10-09
Small Pinnacle Bancorp, Inc. ITM	$265,584	0.15%	6,036	—	-788 -11.5%	Shares	2026-10-21
Mid Robertson Stephens Wealth Management, LLC Registered adviser ITM	$253,000	0.14%	5,750	—	+1,293 +29.0%	Shares	2026-10-16
Mid Forvis Mazars Wealth Advisors, LLC Registered adviser ITM	$225,720	0.13%	5,130	—	New	Shares	2026-10-13
Small Hardin Capital Partners, LLC ITM	$202,840	0.11%	4,610	—	0 0.0%	Shares	2026-10-09
Mid GAMMA Investing LLC Registered adviser ITM	$165,484	0.09%	3,761	—	New	Shares	2026-10-08
Small SOUTHERN MICHIGAN BANK & TRUST ITM	$148,104	0.08%	3,366	—	+85 +2.6%	Shares	2026-10-19
Mid Blue Trust, Inc. ITM	$54,296	0.03%	1,234	—	-526 -29.9%	Shares	2026-10-15
Large Farther Finance Advisors, LLC Registered adviser ITM	$40,040	0.02%	910	—	+3 +0.3%	Shares	2026-10-08
Mid CoreCap Advisors, LLC Registered adviser ITM	$21,208	0.01%	482	—	New	Shares	2026-10-08
Mid IFP Advisors, Inc Registered adviser ITM	$15,488	0.01%	352	—	0 0.0%	Shares	2026-10-16
Mid MassMutual Private Wealth & Trust, FSB ITM	$4,884	0.00%	111	—	0 0.0%	Shares	2026-10-05
Small Atlantic Edge Private Wealth Management, LLC Registered adviser ITM	$0	0.00%	0	—	0	Shares	2026-10-20
Small FF Advisors,LLC ITM	$346,833	0.20%	7,381	—	Sold Out	Shares	2026-07-29
Mid SAX WEALTH ADVISORS, LLC Registered adviser ITM	$280,671	0.16%	5,973	—	Sold Out	Shares	2026-07-09
Mid Wealthcare Advisory Partners LLC Registered adviser ITM	$255,343	0.14%	5,434	—	Sold Out	Shares	2026-07-09
Small RDA Financial Network ITM	$209,058	0.12%	4,449	—	Sold Out	Shares	2026-07-06
Mid BEACON INVESTMENT ADVISORY SERVICES, INC. Registered adviser ITM	$9,726	0.01%	207	—	Sold Out	Shares	2026-07-08
Large ASSETMARK, INC Registered adviser ITM	$234	0.00%	5	—	Sold Out	Shares	2026-07-30
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