VANECK CEF MUNI INCOME ETF (XMPT) Institutional Shareholders
VANECK CEF MUNI INCOME ETF (XMPT) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $91.69M in XMPT holdings during the latest filing period.
Ubs Group Ag is currently the largest disclosed institutional shareholder of XMPT tracked by InsiderSet, reporting ownership valued at approximately $21.79M in its March 31, 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 $22.01M, representing an estimated gain of +1.00% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 77% of the total disclosed XMPT value among the investors covered in this analysis. Major shareholders include Ubs Group Ag, Bank Of America Corp, Heartwood Wealth Advisors Llc, 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
54
Total Reported Value
$91.69M
Largest Holder
Ubs Group Ag
Largest Position
$21.79M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
69
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Ubs Group Ag | 0.00% | 1,013,585 | $21,792,078 | $22,009,998 | +$217,920 | +1.00% | |
| Bank Of America Corp | 0.00% | 489,769 | $10,530,035 | $10,635,334 | +$105,299 | +1.00% | |
| Heartwood Wealth Advisors Llc | 0.59% | 340,927 | $7,616,309 | $7,403,230 | -$213,079 | -2.80% | |
| Keystone Financial Group | 0.40% | 301,992 | $6,746,493 | $6,557,756 | -$188,737 | -2.80% | |
| Lpl Financial Llc | 0.00% | 286,353 | $6,397,131 | $6,218,155 | -$178,976 | -2.80% | |
| Morgan Stanley | 0.00% | 266,954 | $5,739,522 | $5,796,906 | +$57,384 | +1.00% | |
| Commonwealth Equity Services, Llc | 0.00% | 146,333 | $3,269,085 | $3,177,621 | -$91,464 | -2.80% | |
| Royal Bank Of Canada | 0.00% | 151,209 | $3,251,000 | $3,283,503 | +$32,503 | +1.00% | |
| Total Clarity Wealth Management, Inc. | 0.58% | 134,707 | $3,009,354 | $2,925,163 | -$84,191 | -2.80% | |
| Baird Financial Group, Inc. | 0.00% | 115,741 | $2,488,432 | $2,513,316 | +$24,884 | +1.00% | |
| Fidelity D & D Bancorp Inc | 0.75% | 98,018 | $2,189,722 | $2,128,461 | -$61,261 | -2.80% | |
| Hedeker Wealth, Llc | 0.41% | 97,332 | $2,174,397 | $2,113,564 | -$60,833 | -2.80% | |
| Investment Partners, Ltd. | 0.54% | 77,125 | $1,722,973 | $1,674,769 | -$48,204 | -2.80% | |
| Mariner, Llc | 0.00% | 78,357 | $1,675,545 | $1,701,522 | +$25,977 | +1.55% | |
| Hightower Advisors, Llc | 0.00% | 53,784 | $1,201,535 | $1,167,920 | -$33,615 | -2.80% | |
| Cetera Investment Advisers | 0.00% | 52,148 | $1,121,190 | $1,132,394 | +$11,204 | +1.00% | |
| Simplifi, Inc. | 0.36% | 40,987 | $915,656 | $890,033 | -$25,623 | -2.80% | |
| Iht Wealth Management, Llc | 0.02% | 33,977 | $730,505 | $737,811 | +$7,306 | +1.00% | |
| Mml Investors Services, Llc | 0.00% | 30,034 | $670,960 | $652,188 | -$18,772 | -2.80% | |
| Cross Staff Investments Inc | 0.38% | 30,000 | $670,200 | $651,450 | -$18,750 | -2.80% | |
| Susquehanna International Group, Llp | 0.00% | 28,056 | $603,204 | $609,236 | +$6,032 | +1.00% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 23,426 | $517,247 | $508,696 | -$8,551 | -1.65% | |
| Ausdal Financial Partners, Inc. | 0.02% | 23,383 | $502,729 | $507,762 | +$5,033 | +1.00% | |
| Osaic Holdings, Inc. | 0.00% | 20,810 | $447,457 | $451,889 | +$4,432 | +0.99% | |
| Envestnet Asset Management Inc | 0.00% | 18,831 | $420,682 | $408,915 | -$11,767 | -2.80% | |
| Rockefeller Capital Management L.P. | 0.00% | 19,500 | $419,250 | $423,443 | +$4,193 | +1.00% | |
| Fifth Third Bancorp | 0.00% | 18,519 | $413,714 | $402,140 | -$11,574 | -2.80% | |
| Nuveen, Llc | 0.00% | 18,753 | $403,190 | $407,221 | +$4,031 | +1.00% | |
| Maridea Wealth Management Llc | 0.04% | 17,262 | $385,625 | $374,844 | -$10,781 | -2.80% | |
| Wealthcare Advisory Partners Llc | 0.01% | 16,139 | $360,545 | $350,458 | -$10,087 | -2.80% | |
| Madrona Financial Services, Llc | 0.06% | 15,057 | $336,373 | $326,963 | -$9,410 | -2.80% | |
| Harbour Investments, Inc. | 0.00% | 15,039 | $323,339 | $326,572 | +$3,233 | +1.00% | |
| Equitable Holdings, Inc. | 0.00% | 13,466 | $294,636 | $292,414 | -$2,222 | -0.75% | |
| Provenance Wealth Advisors, Llc | 0.03% | 13,160 | $293,994 | $285,769 | -$8,225 | -2.80% | |
| Kingdom Financial Group Llc. | 0.07% | 12,066 | $269,563 | $262,013 | -$7,550 | -2.80% | |
| Private Advisor Group, Llc | 0.00% | 11,730 | $262,049 | $254,717 | -$7,332 | -2.80% | |
| Qp Wealth Management, Llc | 0.37% | 11,665 | $260,596 | $253,305 | -$7,291 | -2.80% | |
| Wealthshield Partners, Llc | 0.03% | 11,923 | $256,345 | $258,908 | +$2,563 | +1.00% | |
| Raymond James Financial Inc | 0.00% | 10,626 | $228,460 | $230,744 | +$2,284 | +1.00% | |
| Intrua Financial, Llc | 0.02% | 9,413 | $210,286 | $204,403 | -$5,883 | -2.80% | |
| Wells Fargo & Company/Mn | 0.00% | 7,234 | $155,533 | $157,086 | +$1,553 | +1.00% | |
| Ashton Thomas Private Wealth, Llc | 0.00% | 4,828 | $107,858 | $104,840 | -$3,018 | -2.80% | |
| Allworth Financial Lp | 0.00% | 4,328 | $93,052 | $93,983 | +$931 | +1.00% | |
| Mai Capital Management | 0.00% | 2,816 | $60,549 | $61,149 | +$600 | +0.99% | |
| International Assets Investment Management, Llc | 0.00% | 2,500 | $55,650 | $54,288 | -$1,363 | -2.45% | |
| Ifp Advisors, Inc | 0.00% | 2,271 | $50,734 | $49,315 | -$1,419 | -2.80% | |
| Advisory Services Network, Llc | 0.00% | 1,167 | $25,086 | $25,341 | +$255 | +1.02% | |
| Farther Finance Advisors, Llc | 0.00% | 459 | $10,254 | $9,967 | -$287 | -2.80% | |
| Gamma Investing Llc | 0.00% | 400 | $8,936 | $8,686 | -$250 | -2.80% | |
| Fmr Llc | 0.00% | 112 | $2,414 | $2,432 | +$18 | +0.75% |
Frequently asked questions about XMPT
Who owns the most XMPT stock?
The largest holders of XMPT are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for VANECK CEF MUNI INCOME ETF (XMPT).
Is XMPT widely held by superinvestors?
Many widely followed stocks like XMPT appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly XMPT is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.