XMPT Institutional Ownership & Shareholders
VANECK CEF MUNI INCOME ETF (XMPT) is currently held by 53 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $94.08M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Ubs Group Ag is currently the largest disclosed institutional shareholder of XMPT tracked by InsiderSet, reporting ownership valued at approximately $22.33M 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 $20.28M, representing an estimated loss of -9.18% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 76% of the total disclosed XMPT value among the investors covered in this analysis. Major shareholders include Ubs Group Ag, Bank Of America Corp, Keystone Financial Group, and several other long-term asset managers with concentrated positions in VANECK CEF MUNI INCOME ETF (XMPT).
This page ranks the largest institutional XMPT 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
53
Total Reported Value
$94.08M
Largest Holder
Ubs Group Ag
Largest Position
$22.33M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
74
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Ubs Group Ag | 0.00% | 999,336 | $22,325,166 | $20,276,527 | -$2,048,639 | -9.18% | |
| Bank Of America Corp | 0.00% | 504,233 | $11,264,557 | $10,230,888 | -$1,033,669 | -9.18% | |
| Keystone Financial Group | 0.40% | 301,992 | $6,746,493 | $6,127,418 | -$619,075 | -9.18% | |
| Heartwood Wealth Advisors Llc | 0.52% | 344,261 | $6,616,696 | $6,985,056 | +$368,360 | +5.57% | |
| Lpl Financial Llc | 0.00% | 286,353 | $6,397,131 | $5,810,102 | -$587,029 | -9.18% | |
| Morgan Stanley | 0.00% | 249,936 | $5,583,613 | $5,071,201 | -$512,412 | -9.18% | |
| Royal Bank Of Canada | 0.00% | 158,788 | $3,547,000 | $3,221,809 | -$325,191 | -9.17% | |
| Investment Partners, Ltd. | 0.48% | 161,082 | $3,095,990 | $3,268,354 | +$172,364 | +5.57% | |
| Commonwealth Equity Services, Llc | 0.00% | 142,546 | $2,739,740 | $2,892,258 | +$152,518 | +5.57% | |
| Sykon Capital Llc | 0.84% | 121,420 | $2,712,516 | $2,463,612 | -$248,904 | -9.18% | |
| Total Clarity Wealth Management, Inc. | 0.43% | 115,467 | $2,219,276 | $2,342,825 | +$123,549 | +5.57% | |
| Fidelity D & D Bancorp Inc | 0.75% | 98,018 | $2,189,722 | $1,988,785 | -$200,937 | -9.18% | |
| Hedeker Wealth, Llc | 0.34% | 97,527 | $1,874,469 | $1,978,823 | +$104,354 | +5.57% | |
| Mariner, Llc | 0.00% | 83,173 | $1,858,178 | $1,687,580 | -$170,598 | -9.18% | |
| Iht Wealth Management, Llc | 0.04% | 76,077 | $1,699,550 | $1,543,602 | -$155,948 | -9.18% | |
| Baird Financial Group, Inc. | 0.00% | 75,387 | $1,684,146 | $1,529,602 | -$154,544 | -9.18% | |
| Cetera Investment Advisers | 0.00% | 51,861 | $1,158,584 | $1,052,260 | -$106,324 | -9.18% | |
| Raymond James Financial Inc | 0.00% | 36,389 | $812,924 | $738,333 | -$74,591 | -9.18% | |
| Simplifi, Inc. | 0.33% | 41,589 | $799,340 | $843,841 | +$44,501 | +5.57% | |
| Mml Investors Services, Llc | 0.00% | 30,034 | $670,960 | $609,390 | -$61,570 | -9.18% | |
| Osaic Holdings, Inc. | 0.00% | 29,276 | $654,064 | $594,010 | -$60,054 | -9.18% | |
| Cross Staff Investments Inc | 0.34% | 30,000 | $576,600 | $608,700 | +$32,100 | +5.57% | |
| Ameritas Advisory Services, Llc | 0.01% | 23,345 | $521,535 | $473,670 | -$47,865 | -9.18% | |
| Ausdal Financial Partners, Inc. | 0.02% | 22,413 | $500,711 | $454,760 | -$45,951 | -9.18% | |
| Envestnet Asset Management Inc | 0.00% | 18,831 | $420,682 | $382,081 | -$38,601 | -9.18% | |
| Nuveen, Llc | 0.00% | 18,753 | $418,942 | $380,498 | -$38,444 | -9.18% | |
| Arax Advisory Partners | 0.00% | 18,600 | $415,524 | $377,394 | -$38,130 | -9.18% | |
| Fifth Third Bancorp | 0.00% | 18,519 | $413,714 | $375,751 | -$37,963 | -9.18% | |
| Maridea Wealth Management Llc | 0.04% | 17,262 | $385,625 | $350,246 | -$35,379 | -9.17% | |
| Harbour Investments, Inc. | 0.00% | 16,039 | $358,311 | $325,431 | -$32,880 | -9.18% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 18,805 | $357,860 | $381,553 | +$23,693 | +6.62% | |
| Wealthcare Advisory Partners Llc | 0.01% | 16,143 | $310,268 | $327,541 | +$17,273 | +5.57% | |
| Madrona Financial Services, Llc | 0.04% | 14,895 | $286,282 | $302,220 | +$15,938 | +5.57% | |
| Kingdom Financial Group Llc. | 0.07% | 12,066 | $269,563 | $244,819 | -$24,744 | -9.18% | |
| Private Advisor Group, Llc | 0.00% | 11,730 | $262,049 | $238,002 | -$24,047 | -9.18% | |
| Citadel Advisors Llc | 0.00% | 11,406 | $254,810 | $231,428 | -$23,382 | -9.18% | |
| Farther Finance Advisors, Llc | 0.00% | 13,172 | $253,166 | $267,260 | +$14,094 | +5.57% | |
| Provenance Wealth Advisors, Llc | 0.01% | 13,160 | $252,935 | $267,016 | +$14,081 | +5.57% | |
| Rockefeller Capital Management L.P. | 0.00% | 10,500 | $234,570 | $213,045 | -$21,525 | -9.18% | |
| Qp Wealth Management, Llc | 0.33% | 11,265 | $216,513 | $228,567 | +$12,054 | +5.57% | |
| Jane Street Group, Llc | 0.00% | 9,054 | $202,266 | $183,706 | -$18,560 | -9.18% | |
| Latitude Advisors, Llc | 0.05% | 9,069 | $174,300 | $184,010 | +$9,710 | +5.57% | |
| Ashton Thomas Private Wealth, Llc | 0.00% | 4,828 | $107,858 | $97,960 | -$9,898 | -9.18% | |
| Allworth Financial Lp | 0.00% | 4,328 | $96,688 | $87,815 | -$8,873 | -9.18% | |
| Newedge Advisors, Llc | 0.00% | 2,535 | $56,632 | $51,435 | -$5,197 | -9.18% | |
| Ifp Advisors, Inc | 0.00% | 2,301 | $44,225 | $46,687 | +$2,462 | +5.57% | |
| Ifg Advisory, Llc | 0.00% | 1,055 | $23,574 | $21,406 | -$2,168 | -9.20% | |
| Gamma Investing Llc | 0.00% | 363 | $6,977 | $7,365 | +$388 | +5.56% | |
| Fmr Llc | 0.00% | 111 | $2,474 | $2,252 | -$222 | -8.97% | |
| Shp Wealth Management | 0.00% | 47 | $1,039 | $954 | -$85 | -8.22% |
Frequently asked questions about XMPT
Who are the largest institutional holders of XMPT?
The largest institutional holders of XMPT reported in the latest SEC Form 13F filings include Ubs Group Ag, Bank Of America Corp, Keystone Financial Group, Heartwood Wealth Advisors Llc, and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported XMPT position.
What is XMPT institutional ownership?
This page tracks XMPT positions reported by institutional investment managers through SEC Form 13F. VANECK CEF MUNI INCOME ETF (XMPT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own XMPT?
InsiderSet currently tracks 53 institutional managers reporting XMPT 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 XMPT shareholders.
How much XMPT stock do institutions own?
Institutional investment managers disclosed approximately $94.08M in XMPT holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was XMPT institutional ownership last updated?
The latest XMPT 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 XMPT 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 XMPT position after the reporting date.
Are institutions buying or selling XMPT?
Institutional buying and selling can be analyzed by comparing XMPT positions across consecutive 13F reporting periods. InsiderSet's XMPT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View XMPT ownership changes.
How has XMPT institutional ownership changed over time?
InsiderSet tracks XMPT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.