Vault-13

VANECK ETF TRUST XMPT

CEF MUNI INCOME · ETP · CUSIP 92189F460

55 institutional holders -8 vs Q4 2025
4,111,2344.1m shares reported held*
$88.4mreported value*
8 new 24 added 12 reduced 14 sold out net sold ≈ $11.5m (-534.6k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $21.51.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0255075Q3 22: 48Q4 22: 55Q1 23: 52Q2 23: 53Q3 23: 51Q4 23: 53Q1 24: 55Q2 24: 58Q3 24: 54Q4 24: 53Q1 25: 48Q2 25: 52Q3 25: 53Q4 25: 63Q1 26: 5555Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 202248
Q4 202255
Q1 202352
Q2 202353
Q3 202351
Q4 202353
Q1 202455
Q2 202458
Q3 202454
Q4 202453
Q1 202548
Q2 202552
Q3 202553
Q4 202563
Q1 202655

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q2 24: 31 bought or addedQ2 24: 17 cut or sold outQ3 24: 22 bought or addedQ3 24: 29 cut or sold outQ3 24Q4 24: 28 bought or addedQ4 24: 25 cut or sold outQ1 25: 26 bought or addedQ1 25: 20 cut or sold outQ1 25Q2 25: 27 bought or addedQ2 25: 20 cut or sold outQ3 25: 30 bought or addedQ3 25: 19 cut or sold outQ3 25Q4 25: 36 bought or addedQ4 25: 19 cut or sold outQ1 26: 32 bought or addedQ1 26: 26 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20243117
Q3 20242229
Q4 20242825
Q1 20252620
Q2 20252720
Q3 20253019
Q4 20253619
Q1 20263226

Biggest buyers

Heartwood Wealth Advisors LLC New +299,024+299.0k
Hedeker Wealth, LLC Added +68,061+68.1k
Keystone Financial Group Added +49,624+49.6k
MORGAN STANLEY Added +46,638+46.6k
LPL Financial LLC Added +29,474+29.5k
IHT Wealth Management, LLC Added +21,516+21.5k
Total Clarity Wealth Management, Inc. Added +19,240+19.2k
FIFTH THIRD BANCORP New +18,870+18.9k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +15,642+15.6k
Mariner, LLC Added +14,896+14.9k

Biggest sellers

ENVESTNET ASSET MANAGEMENT INC Reduced -337,610-337.6k
UBS Group AG Reduced -283,385-283.4k
FIG FINANCIAL ADVISORY SERVICES INC /ADV Sold out -98,086-98.1k
SYKON CAPITAL LLC Sold out -94,345-94.3k
Cetera Investment Advisers Reduced -89,123-89.1k
Clark Capital Management Group, Inc. Sold out -66,743-66.7k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -60,986-61.0k
PARK AVENUE SECURITIES LLC Sold out -58,250-58.2k
PRINCIPAL SECURITIES, INC. Sold out -35,512-35.5k
BlackRock, Inc. Sold out -25,000-25.0k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 UBS Group AG 0.00% of their portfolio ZURICH, V8 1,013,5851.0m $21.8m $21.8m 0.00% Reduced -283.4k -283,385
2 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 489,769489.8k $10.5m $10.5m 0.00% Added +1.3k +1,258
3 Heartwood Wealth Advisors LLC 0.56% of their portfolio RICHMOND, VA 299,024299.0k $6.4m $6.4m 0.56% New
4 Keystone Financial Group 0.40% of their portfolio LEXINGTON, KY 270,074270.1k $5.9m $5.9m 0.40% Added +49.6k +49,624
5 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 266,954267.0k $5.7m $5.7m 0.00% Added +46.6k +46,638
6 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 250,723250.7k $5.4m $5.4m 0.00% Added +29.5k +29,474
7 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 157,640157.6k $3.4m $3.4m 0.00% Added +344 +344
8 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 151,209151.2k $3.3m $3.3m 0.00% Added +4.5k +4,508
9 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 115,741115.7k $2.5m $2.5m 0.00% Reduced -2.3k -2,284
10 Total Clarity Wealth Management, Inc. 0.57% of their portfolio ST. CHARLES, IL 113,437113.4k $2.4m $2.4m 0.57% Added +19.2k +19,240
11 Hedeker Wealth, LLC 0.44% of their portfolio Lincolnshire, IL 97,05097.0k $2.1m $2.1m 0.44% Added +68.1k +68,061
12 FIDELITY D & D BANCORP INC 0.79% of their portfolio Dunmore, PA 91,22291.2k $2.0m $2.0m 0.79% Added +5.8k +5,779
13 Mariner, LLC 0.00% of their portfolio Overland Park, KS 78,35778.4k $1.7m $1.7m 0.00% Added +14.9k +14,896
14 INVESTMENT PARTNERS, LTD. 0.59% of their portfolio NEW PHILADELPHIA, OH 77,37577.4k $1.7m $1.7m 0.59% Unchanged
15 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 52,14852.1k $1.1m $1.1m 0.00% Reduced -89.1k -89,123
16 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 49,75449.8k $1.1m $1.1m 0.00% Reduced -5.2k -5,225
17 SimpliFi, Inc. 0.35% of their portfolio SAN DIEGO, CA 38,59938.6k $829.9k $829.9k 0.35% Added +1.1k +1,124
18 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 36,94936.9k $794.4k $794.4k 0.00% Reduced -8.0k -7,994
19 IHT Wealth Management, LLC 0.02% of their portfolio Chicago, IL 33,97734.0k $730.5k $730.5k 0.02% Added +21.5k +21,516
20 Cross Staff Investments Inc 0.33% of their portfolio PITTSFORD, NY 30,00030.0k $645.0k $645.0k 0.33% Unchanged
21 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 28,05628.1k $603.2k $603.2k 0.00% Added +15.6k +15,642
22 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 25,02125.0k $537.9k $537.9k 0.00% Reduced -337.6k -337,610
23 Ausdal Financial Partners, Inc. 0.02% of their portfolio Davenport, IA 23,38323.4k $502.7k $502.7k 0.02% Reduced -392 -392
24 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 23,06223.1k $494.4k $494.4k 0.00% Reduced -61.0k -60,986
25 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 20,81020.8k $447.5k $447.5k 0.00% Added +8.6k +8,618
26 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 19,50019.5k $419.2k $419.2k 0.00% Reduced -75 -75
27 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 18,87018.9k $405.7k $405.7k 0.00% New
28 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 18,75318.8k $403.2k $403.2k 0.00% Unchanged
29 Maridea Wealth Management LLC 0.06% of their portfolio BROOKLYN, NY 17,85017.9k $383.8k $383.8k 0.06% Added +393 +393
30 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 17,38817.4k $374.0k $374.0k 0.00% Added +6.4k +6,391
31 Madrona Financial Services, LLC 0.07% of their portfolio EVERETT, WA 15,57815.6k $334.9k $334.9k 0.07% Reduced -10.6k -10,644
32 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 15,03915.0k $323.3k $323.3k 0.00% Added +12 +12
33 Wealthcare Advisory Partners LLC 0.01% of their portfolio WEST CHESTER, PA 14,70314.7k $316.1k $316.1k 0.01% Added +1 +1
34 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 13,46613.5k $294.6k $294.6k 0.00% Unchanged
35 Provenance Wealth Advisors, LLC 0.03% of their portfolio FORT LAUDERDALE, FL 13,16013.2k $282.9k $282.9k 0.03% Unchanged
36 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 12,36412.4k $265.8k $265.8k 0.00% Added +100 +100
37 WealthShield Partners, LLC 0.03% of their portfolio CARY, NC 11,92311.9k $256.3k $256.3k 0.03% Added +2.8k +2,808
38 Lloyd Advisory Services, LLC. 0.07% of their portfolio SUWANEE, GA 11,89011.9k $255.6k $255.6k 0.07% New
39 Kingdom Financial Group LLC. 0.07% of their portfolio PEORIA, AZ 11,89011.9k $255.6k $255.6k 0.07% Reduced -2.1k -2,127
40 QP WEALTH MANAGEMENT, LLC 0.43% of their portfolio BOCA RATON, FL 11,66311.7k $250.8k $250.8k 0.43% Added +2.5k +2,501
41 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 10,62610.6k $228.5k $228.5k 0.00% New
42 Intrua Financial, LLC 0.02% of their portfolio Houston, TX 10,39210.4k $223.4k $223.4k 0.02% Added +353 +353
43 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 8,7728.8k $188.6k $188.6k 0.00% New
44 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 7,2347.2k $155.5k $155.5k 0.00% Reduced -1 -1
45 Ashton Thomas Private Wealth, LLC 0.00% of their portfolio SCOTTSDALE, AZ 4,8284.8k $103.8k $103.8k 0.00% New
46 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 4,3284.3k $93.1k $93.1k 0.00% Unchanged
47 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 2,8162.8k $60.5k $60.5k 0.00% Added +23 +23
48 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio ORLANDO, FL 2,5002.5k $53.8k $53.8k 0.00% New
49 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 1,1671.2k $25.1k $25.1k 0.00% New
50 GAMMA Investing LLC 0.00% of their portfolio FOSTER CITY, CA 400400 $8.6k $8.6k 0.00% Added +28 +28
51 FMR LLC 0.00% of their portfolio BOSTON, MA 112112 $2.4k $2.4k 0.00% Unchanged
52 SHP Wealth Management 0.00% of their portfolio PLYMOUTH, MA 4646 $1.0k $1.0k 0.00% Unchanged
53 Sound Income Strategies, LLC 0.00% of their portfolio FT LAUDERDALE, FL 4242 $904 $904 0.00% Unchanged
54 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 1414 $301 $301 0.00% Unchanged
55 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 11 $22 $22 0.00% Unchanged