Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in VanEck ETF Trust - VanEck Intermediate Muni ETF include Simon Quick Advisors, Llc, J.Safra Asset Management Corp, Vise Technologies, Inc., Midwest Trust Co, Gts Securities Llc, Quadrature Capital Ltd, Gutierrez Wealth Advisory, LLC, Wbh Advisory Inc, RDA Financial Network, YANKCOM Partnership, Skopos Labs, Inc., NewSquare Capital LLC, AE Wealth Management LLC, Clarity Asset Management, Inc., Rothschild Investment Llc, Atlantic Union Bankshares Corp, HighMark Wealth Management LLC, and Activest Wealth Management .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-05-12 | 13F | Sandy Spring Bank | 57 | 3 | ||||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 122 | 6 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1,882 | 206.02 | 86 | 214.81 | ||||
| 2025-08-12 | 13F | YANKCOM Partnership | 1,272 | 58 | ||||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 15,554 | 51.17 | 707 | 51.07 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 475 | 22 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 937 | 43 | ||||||
| 2025-07-22 | 13F | Aquire Wealth Advisors, LLC | 19,259 | 0.25 | 876 | 0.11 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 14,334 | 652 | ||||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 14,920 | 0.10 | 678 | 0.00 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 109,868 | 4,996 | ||||||
| 2025-07-15 | 13F | Mather Group, Llc. | 447,121 | 49.69 | 20,331 | 49.56 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 453,820 | 35.26 | 20,635 | 35.14 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 39,100 | 1,778 | ||||||
| 2025-05-15 | 13F | Proquility Private Wealth Partners, LLC | 113,095 | 344.68 | 5,147 | 339.08 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1,725 | 11.36 | 78 | 9.86 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 14,776 | 672 | ||||||
| 2025-07-25 | 13F | ONE Advisory Partners, LLC | 12,766 | 26.21 | 578 | 25.65 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,937,260 | 6.53 | 88,087 | 6.43 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 53 | 2 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 314 | 361.76 | 14 | 366.67 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 4,420 | 201 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 877,749 | 217.29 | 39,908 | 217.02 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 6,875 | 313 | ||||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 626,341 | 19.74 | 28,480 | 19.63 | ||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 0 | 0 | ||||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 14,669 | 667 | ||||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 45,350 | 2,062 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 7,221 | 2.40 | 328 | 2.50 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 59,887 | 2.57 | 2,723 | 2.48 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 90,276 | 4 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 130,700 | 35.72 | 5,943 | 35.60 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 20,824 | 50.96 | 947 | 50.88 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 79,696 | 1,608.38 | 3,624 | 1,608.96 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 9,802 | 9.97 | 446 | 9.88 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 13,222 | 601 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 34,164 | 73.55 | 2 | |||||
| 2025-08-14 | 13F | Hrt Financial Lp | 12,176 | 1 | ||||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 21,301 | 1.87 | 969 | 1.79 | ||||
| 2025-07-28 | 13F | Davidson Investment Advisors | 350,047 | 0.11 | 15,917 | 0.02 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 12,715 | 0.12 | 578 | 0.17 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 33,303 | 4.58 | 1,515 | 4.55 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 8,546 | 36.41 | 389 | 36.14 | ||||
| 2025-07-18 | 13F | Vicus Capital | 53,270 | 18.03 | 2,422 | 17.92 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 31,037 | 1,411 | ||||||
| 2025-08-14 | 13F | Sargent Investment Group, LLC | 6,926 | 3.51 | 315 | 3.62 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 354 | 16 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 35,213 | 14.69 | 1,601 | 14.60 | ||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 1 | 0.00 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 898 | 0.34 | 41 | 0.00 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 5,242 | 9.28 | 238 | 9.17 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 70,938 | 7.70 | 3,226 | 6.23 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 6,741 | 0.03 | 307 | 0.00 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 35,678 | 23.19 | 1,622 | 23.07 | ||||
| 2025-07-28 | 13F | J.Safra Asset Management Corp | 48,404 | 2,197 | ||||||
| 2025-07-22 | 13F | Gutierrez Wealth Advisory, LLC | 13,598 | 618 | ||||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 682 | 31 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 23,310 | 2.55 | 1,060 | 2.42 | ||||
| 2025-07-30 | 13F | Granite Harbor Advisors, Inc. | 78,012 | 11.96 | 3,547 | 11.86 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,183 | 54 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-07-09 | 13F | FOCUS Wealth Advisors, LLC | 156,012 | 2.49 | 7,094 | 2.40 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 255 | 12 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 57 | 3 | ||||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 35,676 | 81.33 | 1,622 | 81.23 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 716,287 | 4.98 | 32,570 | 4.89 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 44,674 | 53.03 | 2,031 | 52.94 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 865,145 | 3.20 | 39,338 | 3.11 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3,636,894 | 47.13 | 165,370 | 47.00 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 19,093 | 10.99 | 868 | 11.00 | ||||
| 2025-08-14 | 13F | Fmr Llc | 808,015 | 7.39 | 36,740 | 7.30 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 2,953 | 108.69 | 134 | 109.38 | ||||
| 2025-07-10 | 13F | Fulton Bank, N.a. | 51,670 | 13.98 | 2,349 | 13.86 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 38,564 | 136.02 | 1,754 | 135.94 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 9 | 0 | ||||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 35,959 | 1,635 | ||||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 5,993 | 16.57 | 273 | 16.74 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 9,386 | 73.14 | 427 | 73.17 |
