ITM Institutional Ownership & Shareholders
VANECK INTERMEDIATE MUNI ETF (ITM) is currently held by 202 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.65B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bank Of America Corp is currently the largest disclosed institutional shareholder of ITM tracked by InsiderSet, reporting ownership valued at approximately $796.76M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $773.96M, representing an estimated loss of -2.86% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 77% of the total disclosed ITM value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Lpl Financial Llc, Ameriprise Financial Inc, and several other long-term asset managers with concentrated positions in VANECK INTERMEDIATE MUNI ETF (ITM).
This page ranks the largest institutional ITM shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
202
Total Reported Value
$1.65B
Largest Holder
Bank Of America Corp
Largest Position
$796.76M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
60
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.05% | 16,956,012 | $796,763,020 | $773,957,168 | -$22,805,852 | -2.86% | |
| Lpl Financial Llc | 0.03% | 2,405,914 | $113,053,894 | $109,817,945 | -$3,235,949 | -2.86% | |
| Ameriprise Financial Inc | 0.01% | 1,565,084 | $73,503,730 | $71,438,259 | -$2,065,471 | -2.81% | |
| Envestnet Asset Management Inc | 0.02% | 1,356,868 | $63,759,207 | $61,934,240 | -$1,824,967 | -2.86% | |
| Cliftonlarsonallen Wealth Advisors, Llc | 0.62% | 1,080,675 | $47,549,719 | $49,327,410 | +$1,777,691 | +3.74% | |
| Tiaa Wealth Investment Management Llc | 0.28% | 892,083 | $41,918,979 | $40,719,129 | -$1,199,850 | -2.86% | |
| Wells Fargo & Company/Mn | 0.01% | 862,113 | $40,510,666 | $39,351,148 | -$1,159,518 | -2.86% | |
| Fmr Llc | 0.00% | 734,240 | $34,501,939 | $33,514,385 | -$987,554 | -2.86% | |
| Willis Johnson & Associates, Inc. | 1.67% | 690,444 | $30,379,518 | $31,515,316 | +$1,135,798 | +3.74% | |
| Onedigital Investment Advisors Llc | 0.24% | 600,420 | $28,213,738 | $27,406,171 | -$807,567 | -2.86% | |
| Morgan Stanley | 0.00% | 560,723 | $26,348,408 | $25,594,201 | -$754,207 | -2.86% | |
| Jpmorgan Chase & Co | 0.00% | 499,334 | $23,478,717 | $22,792,100 | -$686,617 | -2.92% | |
| Mather Group, Llc. | 0.18% | 490,078 | $21,563,425 | $22,369,610 | +$806,185 | +3.74% | |
| Umb Bank, N.A. | 0.26% | 443,181 | $20,825,075 | $20,228,997 | -$596,078 | -2.86% | |
| Stifel Financial Corp | 0.01% | 377,439 | $17,735,920 | $17,228,203 | -$507,717 | -2.86% | |
| Davidson Investment Advisors | 0.71% | 385,676 | $16,969,744 | $17,604,181 | +$634,437 | +3.74% | |
| Cetera Investment Advisers | 0.01% | 328,395 | $15,431,295 | $14,989,590 | -$441,705 | -2.86% | |
| Goldman Sachs Group Inc | 0.00% | 316,834 | $14,888,030 | $14,461,888 | -$426,142 | -2.86% | |
| Ubs Group Ag | 0.00% | 278,953 | $13,108,002 | $12,732,810 | -$375,192 | -2.86% | |
| Avidian Wealth Enterprises, Llc | 0.36% | 294,244 | $12,946,741 | $13,430,767 | +$484,026 | +3.74% | |
| Wealth Enhancement Advisory Services, Llc | 0.02% | 258,602 | $11,388,829 | $11,803,888 | +$415,059 | +3.64% | |
| Fragasso Financial Advisors Inc | 0.47% | 210,278 | $9,297,447 | $9,598,139 | +$300,692 | +3.23% | |
| Focus Wealth Advisors, Llc | 3.54% | 167,761 | $7,381,493 | $7,657,451 | +$275,958 | +3.74% | |
| Vise Technologies, Inc. | 0.06% | 163,834 | $7,208,697 | $7,478,203 | +$269,506 | +3.74% | |
| Raymond James Financial Inc | 0.00% | 148,723 | $6,988,505 | $6,788,461 | -$200,044 | -2.86% | |
| J.Safra Asset Management Corp | 0.30% | 158,631 | $6,979,764 | $7,240,712 | +$260,948 | +3.74% | |
| Clark Capital Management Group, Inc. | 0.04% | 147,698 | $6,940,329 | $6,741,675 | -$198,654 | -2.86% | |
| Cerity Partners Llc | 0.01% | 123,275 | $5,792,689 | $5,626,887 | -$165,802 | -2.86% | |
| Principal Securities, Inc. | 0.06% | 112,899 | $5,305,125 | $5,153,275 | -$151,850 | -2.86% | |
| Brandywine Oak Private Wealth Llc | 0.37% | 110,505 | $4,862,206 | $5,044,001 | +$181,795 | +3.74% | |
| Royal Bank Of Canada | 0.00% | 103,042 | $4,842,000 | $4,703,352 | -$138,648 | -2.86% | |
| Axxcess Wealth Management, Llc | 0.19% | 103,529 | $4,555,276 | $4,725,581 | +$170,305 | +3.74% | |
| Clearstead Advisors, Llc | 0.04% | 91,330 | $4,291,597 | $4,168,758 | -$122,839 | -2.86% | |
| Granite Harbor Advisors, Inc. | 1.60% | 85,855 | $4,034,332 | $3,918,851 | -$115,481 | -2.86% | |
| Cornerstone Wealth Management, Llc | 0.16% | 85,944 | $3,781,541 | $3,922,914 | +$141,373 | +3.74% | |
| Fulton Bank, N.A. | 0.11% | 80,590 | $3,545,960 | $3,678,531 | +$132,571 | +3.74% | |
| Truist Financial Corp | 0.00% | 79,047 | $3,478,073 | $3,608,100 | +$130,027 | +3.74% | |
| Openarc Corporate Advisory, Llc | 0.04% | 75,788 | $3,334,672 | $3,459,343 | +$124,671 | +3.74% | |
| Parkside Financial Bank & Trust | 0.20% | 68,695 | $3,022,586 | $3,135,583 | +$112,997 | +3.74% | |
| Strategic Blueprint, Llc | 0.15% | 68,637 | $3,020,028 | $3,132,936 | +$112,908 | +3.74% | |
| Vicus Capital | 0.19% | 61,494 | $2,889,591 | $2,806,894 | -$82,697 | -2.86% | |
| Mml Investors Services, Llc | 0.01% | 60,968 | $2,864,876 | $2,782,884 | -$81,992 | -2.86% | |
| Simon Quick Advisors, Llc | 0.11% | 63,831 | $2,808,564 | $2,913,566 | +$105,002 | +3.74% | |
| Daymark Wealth Partners, Llc | 0.06% | 58,451 | $2,571,844 | $2,667,996 | +$96,152 | +3.74% | |
| Sanctuary Advisors, Llc | 0.01% | 51,785 | $2,433,396 | $2,363,726 | -$69,670 | -2.86% | |
| Thrivent Financial For Lutherans | 0.00% | 51,582 | $2,424,000 | $2,354,460 | -$69,540 | -2.87% | |
| A4 Wealth Advisors Llc | 1.30% | 44,462 | $1,956,328 | $2,029,468 | +$73,140 | +3.74% | |
| Waverly Advisors, Llc | 0.01% | 40,061 | $1,882,466 | $1,828,584 | -$53,882 | -2.86% | |
| Mariner, Llc | 0.00% | 34,149 | $1,604,661 | $1,558,731 | -$45,930 | -2.86% | |
| Quantinno Capital Management Lp | 0.00% | 33,134 | $1,556,967 | $1,512,401 | -$44,566 | -2.86% |
Frequently asked questions about ITM
Who are the largest institutional holders of ITM?
The largest institutional holders of ITM reported in the latest SEC Form 13F filings include Bank Of America Corp, Lpl Financial Llc, Ameriprise Financial Inc, Envestnet Asset Management Inc, and Cliftonlarsonallen Wealth Advisors, Llc. InsiderSet ranks institutional holders by their latest reported ITM position.
What is ITM institutional ownership?
This page tracks ITM positions reported by institutional investment managers through SEC Form 13F. VANECK INTERMEDIATE MUNI ETF (ITM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own ITM?
InsiderSet currently tracks 202 institutional managers reporting ITM holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of ITM shareholders.
How much ITM stock do institutions own?
Institutional investment managers disclosed approximately $1.65B in ITM holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was ITM institutional ownership last updated?
The latest ITM institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional ITM holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its ITM position after the reporting date.
Are institutions buying or selling ITM?
Institutional buying and selling can be analyzed by comparing ITM positions across consecutive 13F reporting periods. InsiderSet's ITM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View ITM ownership changes.
How has ITM institutional ownership changed over time?
InsiderSet tracks ITM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.