Gradient Investments LLC ITM — VANECK VECTORS ETF TR

Ownership history in Gradient Investments LLC  ·  17 quarters on record

AI Ownership Summary

Gradient Investments LLC reported VANECK VECTORS ETF TR (ITM) in 17 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.02% in 2025 Q4. The latest visible filing shows ITM at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ITM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Gradient Investments LLC's position in VANECK VECTORS ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

ITM was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ITM stock page Gradient Investments LLC fund profile Gradient Investments LLC full holdings
How Gradient Investments LLC held ITM — position size vs. price
% of Fund (quarterly)    ITM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 13,916 +472 +3.5% 0.01% $654K 2026-07-08 $46.66
2026 Q1 REDUCED 34.3% +2.0% ❌ 13,444 -7,025 -34.3% 0.01% $624K 2026-04-13 $46.44
2025 Q4 ADDED — — — 20,469 +1,261 +6.6% 0.02% $965K 2026-01-08 $46.68
2025 Q3 ADDED — — — 19,208 +9,406 +96.0% 0.01% $895K 2025-10-06 $45.52
2025 Q2 ADDED — — — 9,802 +889 +10.0% 0.01% $446K 2025-07-08 $44.08
2025 Q1 ADDED — — — 8,913 +392 +4.6% 0.01% $406K 2025-04-09 $42.92
2024 Q4 REDUCED 8.8% -0.8% ✅ 8,521 -818 -8.8% 0.01% $393K 2025-01-21 $43.83
2024 Q3 ADDED — — — 9,339 +385 +4.3% 0.01% $438K 2024-10-15 $44.33
2024 Q2 ADDED — — — 8,954 +104 +1.2% 0.01% $410K 2024-07-18 $43.59
2024 Q1 ADDED — — — 8,850 +104 +1.2% 0.01% $412K 2024-04-23 $43.03
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ITM

As of 2026 Q2 — sorted by position size

FOCUS Wealth Advisors, LLC 3Y 4.02% CX Institutional 3Y 7Y 0.72% Roan Capital Partners 0.31% Hummer Financial Advisory Services Inc 3Y 0.27% FULTON BANK, N.A. 3Y 7Y 0.12% Hardin Capital Partners, LLC 0.1% RDA Financial Network 3Y 7Y 0.05% Fragasso Financial Advisors Inc 3Y 7Y 0.02% SAX WEALTH ADVISORS, LLC 3Y 0.01% Wealthcare Advisory Partners LLC 3Y 7Y 0.0%

FAQ About Gradient Investments LLC and ITM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Gradient Investments LLC reported owning ITM?

Gradient Investments LLC reported ITM across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported ITM position in Gradient Investments LLC's portfolio?

The largest reported portfolio weight for ITM was 0.02% in 2025 Q4.

What is the latest reported ITM position on this page?

The most recent filing on this page is 2026 Q2, when Gradient Investments LLC reported 13,916 shares, equal to 0.01% of portfolio, with an estimated market value of $654K.

What does the chart on this ITM ownership page compare?

The chart compares Gradient Investments LLC's quarterly ITM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Gradient Investments LLC time their ITM position?

Based on 13F filing dates vs. subsequent ITM price moves, Gradient Investments LLC correctly timed 10 out of 16 reported position changes (62%). The annualised alpha on ITM relative to SPY over the holding period was +84.5%.

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