Effectdossier · gearchiveerd kwartaal
ITM
VanEck Intermediate Muni ETF · Financial Services · Asset Management
46Gevolgde houders
+3Δ houders
30.87MGehouden aandelen
$1.43BGerapporteerde waarde
+3Nieuwe posities
−0Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +7.0% ·
aandelenstroom +0.7% ·
netto nieuwe posities +6.5%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 258.60K | $11.39M | n/a | −1 |
| Q2 2026 | 46 | +2 | 31.20M | $1.47B | +3 | −2 |
| Q1 2026 | 46 | +3 | 30.87M | $1.43B | +3 | n/a |
| Q4 2025 | 43 | 0 | 30.65M | $1.45B | n/a | n/a |
| Q3 2025 | 7 | +1 | 2.53M | $117.82M | +1 | n/a |
| Q2 2025 | 4 | -1 | 958.38K | $43.58M | n/a | −1 |
| Q1 2025 | 4 | +1 | 700.71K | $31.89M | +1 | n/a |
| Q4 2024 | 3 | +2 | 29.65K | $1.37M | +2 | n/a |
| Q3 2024 | 1 | 0 | 122.20K | $5.74M | n/a | n/a |
| Q2 2024 | 1 | n/a | 179.70K | $8.24M | n/a | n/a |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 16.47M | +0.8% | $764.64M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | Northwestern Mutual Wealth… | 3.93M | -7.2% | $182.56M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 3 | LPL Financial LLC | 2.22M | +4.2% | $103.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Ameriprise Financial Inc | 1.42M | +12.8% | $65.67M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 5 | Envestnet Asset Management Inc | 1.09M | +1.0% | $50.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 798.05K | -16.9% | $37.05M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 7 | Fidelity (FMR) ✦ | 751.30K | -0.9% | $34.88M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 669.88K | -8.0% | $31.10M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 9 | JPMorgan Chase ✦ | 448.24K | -5.9% | $20.75M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 10 | Wealth Enhancement Advisory… | 403.37K | -32.0% | $18.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Stifel Financial Corp | 364.08K | +5.4% | $16.90M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 12 | HighTower Advisors, LLC | 318.62K | -2.3% | $14.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | UBS Group AG | 306.81K | +2.8% | $14.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Goldman Sachs Group ✦ | 283.30K | Nieuw | $13.15M | 0.0% | New | 1 | SEC ↗ |
| 15 | Cetera Investment Advisers | 256.90K | -3.0% | $11.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Raymond James Financial Inc | 168.98K | +1.4% | $7.85M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 17 | Royal Bank Of Canada | 140.84K | +41.0% | $6.54M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 18 | Cerity Partners LLC | 122.42K | +32.1% | $5.68M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 19 | Jane Street Group, Llc | 120.22K | +72.7% | $5.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Citadel Advisors ✦ | 116.41K | +750.9% | $5.40M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 21 | Truist Financial Corp | 69.65K | -8.4% | $3.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Mml Investors Services, Llc | 59.02K | +19.2% | $2.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Jones Financial Companies Lllp | 38.05K | +15.5% | $1.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Bank of New York Mellon Corp | 33.83K | Nieuw | $1.57M | 0.0% | New | 1 | SEC ↗ ×2 |
| 25 | Rockefeller Capital Management L.P. | 33.32K | +0.8% | $1.55M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 26 | Commonwealth Equity Services, Llc | 33.13K | +7.9% | $1.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Mariner, LLC | 31.87K | +40.7% | $1.48M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 28 | Lazard Asset Management Llc | 25.54K | 0.0% | $1.19M | 0.0% | Held | 2 | SEC ↗ |
| 29 | Pnc Financial Services Group, Inc. | 21.79K | 0.0% | $1.01M | 0.0% | Held | 2 | SEC ↗ |
| 30 | Quantinno Capital Management LP | 20.17K | +136.8% | $936,493 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Cwm, Llc | 17.98K | -4.8% | $834,719 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Renaissance Technologies ✦ | 17.90K | -46.1% | $831,097 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 33 | Fifth Third Bancorp | 14.70K | Nieuw | $682,335 | 0.0% | New | 1 | SEC ↗ |
| 34 | UBS AM, a distinct business unit of… | 12.19K | +71.2% | $566,075 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | First Trust Advisors Lp | 12.12K | +13.8% | $562,778 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Osaic Holdings, Inc. | 10.12K | -27.4% | $469,803 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 37 | Creative Planning | 9.76K | -5.7% | $453,295 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | AQR Capital Management ✦ | 9.39K | 0.0% | $435,789 | 0.0% | Held | 5 | SEC ↗ |
| 39 | Us Bancorp \De\ | 1.40K | +117.3% | $64,770 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Bnp Paribas Financial Markets | 1.17K | +2493.3% | $54,184 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Blair William & Co/Il | 867 | +17.6% | $40,255 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Qube Research & Technologies Ltd | 235 | -86.3% | $10,911 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Bank Of Montreal /Can/ | 155 | 0.0% | $7,197 | 0.0% | Held | 2 | SEC ↗ |
| 44 | Simplex Trading, Llc | 109 | -46.0% | $5,060 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Russell Investments Group, Ltd. | 2 | 0.0% | $74 | 0.0% | Held | 2 | SEC ↗ |
| 46 | BlackRock ✦ (passief) | 1 | 0.0% | $56 | 0.0% | Held | 3 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Goldman Sachs Group | $13.15M | 0.0% |
| Bank of New York Mellon Corp | $1.57M | 0.0% |
| Fifth Third Bancorp | $682,335 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 187 houders, 39.24M aandelen, $1.77B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q1 2026 ·
Methodologie ·
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