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VanEck CEF Muni Income ETF (XMPT) Institutional Ownership

VanEck CEF Muni Income ETF logo
$22.08 -0.19 (-0.85%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for VanEck CEF Muni Income ETF (BATS:XMPT)

Number of
Institutional Buyers
(last 12 months)
40
Total
Institutional Inflows
(last 12 months)
$21.54M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$14.30M
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XMPT Institutional Buying and Selling by Quarter

VanEck CEF Muni Income ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026Bank of America Corp DE489,769$10.53M0.0%+0.3%6.061%
5/18/2026Royal Bank of Canada151,209$3.25M0.0%+3.1%1.871%
5/13/2026Cetera Investment Advisers52,148$1.12M0.0%-63.1%0.645%
5/6/2026Assetmark Inc.8,772$189K0.0%N/A0.109%
5/2/2026International Assets Investment Management LLC2,500$54K0.0%N/A0.031%
5/1/2026Fifth Third Bancorp18,870$406K0.0%N/A0.234%
5/1/2026WealthShield Partners LLC11,923$256K0.0%+30.8%0.148%
4/30/2026Fidelity D & D Bancorp Inc.91,222$1.96M0.8%+6.8%1.129%
4/17/2026Total Clarity Wealth Management Inc.113,437$2.44M0.6%+20.4%1.404%
3/17/2026Rockefeller Capital Management L.P.19,575$428K0.0%-43.4%0.242%
2/18/2026IHT Wealth Management LLC12,461$273K0.0%+26.6%0.154%
2/17/2026Cetera Investment Advisers141,271$3.09M0.0%-2.2%1.748%
2/17/2026Osaic Holdings Inc.12,192$267K0.0%+47.7%0.151%
2/17/2026Clark Capital Management Group Inc.66,743$1.46M0.0%+3.2%0.826%
2/17/2026Royal Bank of Canada146,701$3.21M0.0%+0.6%1.816%
2/16/2026MML Investors Services LLC44,943$983K0.0%+9.8%0.556%
2/16/2026Mariner LLC63,461$1.39M0.0%+137.7%0.785%
2/13/2026Kestra Advisory Services LLC2,286$50K0.0%N/A0.028%
2/13/2026Ausdal Financial Partners Inc.23,775$520K0.0%+12.8%0.294%
2/13/2026Wells Fargo & Company MN7,235$158K0.0%N/A0.090%
2/12/2026Jane Street Group LLC9,457$207K0.0%N/A0.117%
2/12/2026Commonwealth Equity Services LLC157,296$3.44M0.0%-5.8%1.947%
2/12/2026Sykon Capital LLC94,345$2.06M0.7%N/A1.168%
2/12/2026Principal Securities Inc.35,512$777K0.0%+6.6%0.440%
2/11/2026LPL Financial LLC221,249$4.84M0.0%+4.9%2.738%
2/9/2026Fidelity D & D Bancorp Inc.85,443$1.87M0.8%+11.6%1.057%
2/6/2026Keystone Financial Group220,450$4.82M0.4%-18.8%2.728%
2/6/2026Kingdom Financial Group LLC.14,017$307K0.1%N/A0.173%
2/6/2026HighTower Advisors LLC54,979$1.20M0.0%-3.7%0.680%
2/3/2026WealthShield Partners LLC9,115$199K0.0%+14.4%0.113%
2/2/2026Total Clarity Wealth Management Inc.94,197$2.06M0.5%N/A1.166%
1/29/2026Comerica Bank12,046$264K0.0%+44.1%0.149%
1/29/2026UBS Group AG1,296,970$28.38M0.0%-0.1%16.052%
1/23/2026Hedeker Wealth LLC28,989$634K0.1%-56.6%0.359%
1/23/2026SimpliFi Inc.37,475$820K0.3%+16.0%0.464%
1/22/2026Madrona Financial Services LLC26,222$574K0.1%-2.0%0.325%
1/8/2026Wealth Enhancement Advisory Services LLC84,048$1.84M0.0%-15.6%1.040%
1/8/2026Maridea Wealth Management LLC17,457$382K0.1%-24.5%0.216%
1/7/2026QP Wealth Management LLC9,162$200K0.2%N/A0.113%
1/5/2026Park Avenue Securities LLC58,250$1.28M0.0%+3.0%0.721%
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11/18/2025Advisory Services Network LLC1,167$26K0.0%N/A0.014%
11/17/2025Keystone Financial Group271,333$5.98M0.5%+24.2%3.358%
11/17/2025Susquehanna International Group LLP34,228$749K0.0%+68.8%0.424%
11/17/2025Mariner LLC26,702$584K0.0%N/A0.330%
11/17/2025Ausdal Financial Partners Inc.21,074$461K0.0%+8.8%0.261%
11/17/2025Bank of America Corp DE463,961$10.16M0.0%+8.6%5.742%
11/14/2025Equitable Holdings Inc.13,266$290K0.0%N/A0.164%
11/14/2025Comerica Bank8,359$183K0.0%N/A0.103%
11/13/2025UBS Group AG1,298,313$28.42M0.0%+11.6%16.068%
11/13/2025Private Advisor Group LLC12,065$264K0.0%-3.8%0.149%
11/7/2025Maridea Wealth Management LLC23,119$509K0.1%-35.4%0.286%
11/7/2025Wealthcare Advisory Partners LLC14,700$322K0.0%N/A0.182%
11/7/2025HighTower Advisors LLC57,086$1.25M0.0%-2.7%0.707%
11/7/2025Investment Partners LTD.77,375$1.69M0.6%+45.3%0.958%
11/6/2025Ameritas Advisory Services LLC5,063$111K0.0%N/A0.063%
11/5/2025Envestnet Asset Management Inc.349,272$7.65M0.0%+19.2%4.323%
10/29/2025Wealth Enhancement Advisory Services LLC99,615$2.17M0.0%+10.5%1.233%
10/24/2025SimpliFi Inc.32,304$707K0.3%-1.5%0.400%
10/23/2025Park Avenue Securities LLC56,566$1.24M0.0%+34.2%0.700%
10/21/2025Hedeker Wealth LLC66,856$1.46M0.3%+5.7%0.827%
9/4/2025Osaic Holdings Inc.10,104$216K0.0%+213.2%0.125%
8/15/2025Fidelity D & D Bancorp Inc.79,999$1.68M1.0%-82.3%0.990%
8/15/2025MML Investors Services LLC38,789$814K0.0%+7.2%0.480%
8/15/2025Bank of America Corp DE427,255$8.97M0.0%+16.5%5.288%
8/14/2025Ausdal Financial Partners Inc.19,363$406K0.0%-11.4%0.240%
8/14/2025Raymond James Financial Inc.6,916$145K0.0%-26.8%0.086%
8/8/2025Hedeker Wealth LLC63,248$1.33M0.3%-15.9%0.783%
8/8/2025Cetera Investment Advisers124,936$2.62M0.0%+1.4%1.546%
8/8/2025Investment Partners LTD.53,245$1.12M0.4%+1.4%0.659%
8/7/2025Allworth Financial LP4,328$91K0.0%N/A0.054%
8/4/2025Atria Investments Inc25,904$544K0.0%N/A0.321%
8/1/2025Envestnet Asset Management Inc.293,083$6.15M0.0%-7.8%3.627%
7/28/2025Harbour Investments Inc.14,280$300K0.0%-19.8%0.177%
7/18/2025SimpliFi Inc.32,794$688K0.3%+5.0%0.406%
7/18/2025Madrona Financial Services LLC26,759$562K0.1%+8.4%0.331%
7/16/2025Maridea Wealth Management LLC35,773$751K0.2%-23.2%0.443%
7/14/2025Park Avenue Securities LLC42,153$885K0.0%-2.3%0.522%
7/10/2025Wealth Enhancement Advisory Services LLC90,144$1.90M0.0%N/A1.116%
5/28/2025Intrua Financial LLC10,205$221K0.0%-14.4%0.127%
5/16/2025Clark Capital Management Group Inc.63,883$1.38M0.0%-2.7%0.796%
5/15/2025Royal Bank of Canada165,207$3.57M0.0%+23.6%2.057%
5/15/2025Baird Financial Group Inc.68,750$1.49M0.0%+9.5%0.856%
5/13/2025HighTower Advisors LLC64,046$1.39M0.0%-21.7%0.798%
5/12/2025Nuveen LLC17,036$368K0.0%N/A0.212%
5/8/2025Harbour Investments Inc.17,799$385K0.0%+25.9%0.216%
5/7/2025Maridea Wealth Management LLC46,577$1.01M0.3%+12.2%0.566%
5/7/2025LPL Financial LLC255,403$5.52M0.0%-6.4%3.103%
5/6/2025Hedeker Wealth LLC75,191$1.63M0.4%-16.0%0.914%
5/6/2025Cetera Investment Advisers123,243$2.67M0.0%+9.1%1.497%
5/5/2025Private Advisor Group LLC11,894$257K0.0%+20.4%0.145%
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5/1/2025Fidelity D & D Bancorp Inc.450,990$9.76M6.4%+0.7%5.480%
4/30/2025Investment Partners LTD.52,511$1.14M0.5%+2.3%0.638%
4/29/2025Envestnet Asset Management Inc.317,707$6.87M0.0%+13.2%3.860%
4/29/2025SimpliFi Inc.31,245$676K0.3%+2.6%0.380%
4/23/2025Madrona Financial Services LLC24,695$534K0.1%+4.1%0.300%
4/22/2025Cambridge Investment Research Advisors Inc.12,415$269K0.0%-7.4%0.151%
4/15/2025GAMMA Investing LLC2,963$64K0.0%+83.8%0.037%
4/14/2025Park Avenue Securities LLC43,147$933K0.0%+17.1%0.536%
4/7/2025GAMMA Investing LLC64,090$1.39M0.0%+3,875.8%0.796%
4/2/2025Marcum Wealth LLC22,997$497K0.0%-97.6%0.286%


XMPT Institutional Ownership - Frequently Asked Questions

During the previous two years, 60 institutional investors and hedge funds held shares of VanEck CEF Muni Income ETF. The most heavily invested institutionals were UBS Group AG ($28.38M), Bank of America Corp DE ($10.53M), Envestnet Asset Management Inc. ($7.65M), LPL Financial LLC ($4.84M), Keystone Financial Group ($4.82M), Commonwealth Equity Services LLC ($3.44M), and Royal Bank of Canada ($3.25M).Learn more on VanEck CEF Muni Income ETF's institutional investors.

Of the 54 institutional investors that purchased VanEck CEF Muni Income ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank of America Corp DE ($355.51K), Envestnet Asset Management Inc. ($273.19K), Keystone Financial Group ($241.85K), Proficio Capital Partners LLC ($213.09K), LPL Financial LLC ($159.17K), UBS Group AG ($134.94K), and Wealth Enhancement Advisory Services LLC ($130.94K).

Institutional investors have bought a total of 994,171 shares in the last 24 months. This purchase volume represents approximately $21.54M in transactions.

Of the 18 institutional investors that sold VanEck CEF Muni Income ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Fidelity D & D Bancorp Inc. ($370.99K), Cetera Investment Advisers ($92.26K), Keystone Financial Group ($50.88K), Hedeker Wealth LLC ($49.81K), Maridea Wealth Management LLC ($29.12K), Envestnet Asset Management Inc. ($24.62K), and Wealth Enhancement Advisory Services LLC ($15.57K).

Institutional investors have sold a total of 674,047 shares in the last 24 months. This volume of shares sold represents approximately $14.30M in transactions.


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This page (BATS:XMPT) was last updated on 7/7/2026 by MarketBeat.com Staff.
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