Vault-13

VANECK ETF TRUST XMPT

CEF MUNI INCOME · ETP · CUSIP 92189F460

58 institutional holders +3 vs Q1 2026
4,372,7254.4m shares reported held*
$97.7mreported value*
10 new 21 added 17 reduced 8 sold out net bought ≈ $5.8m (+260.6k 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 ≈ $22.34.

Trends to Q2 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: 55Q2 26: 5858Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 202658

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q3 24: 22 bought or addedQ3 24: 29 cut or sold outQ4 24: 28 bought or addedQ4 24: 25 cut or sold outQ4 24Q1 25: 26 bought or addedQ1 25: 20 cut or sold outQ2 25: 27 bought or addedQ2 25: 20 cut or sold outQ2 25Q3 25: 30 bought or addedQ3 25: 19 cut or sold outQ4 25: 36 bought or addedQ4 25: 19 cut or sold outQ4 25Q1 26: 32 bought or addedQ1 26: 26 cut or sold outQ2 26: 31 bought or addedQ2 26: 25 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20242229
Q4 20242825
Q1 20252620
Q2 20252720
Q3 20253019
Q4 20253619
Q1 20263226
Q2 20263125

Biggest buyers

SYKON CAPITAL LLC New +121,420+121.4k
IHT Wealth Management, LLC Added +42,100+42.1k
Heartwood Wealth Advisors LLC Added +41,903+41.9k
LPL Financial LLC Added +35,630+35.6k
Keystone Financial Group Added +31,918+31.9k
RAYMOND JAMES FINANCIAL INC Added +25,763+25.8k
Ameritas Advisory Services, LLC New +23,345+23.3k
Total Clarity Wealth Management, Inc. Added +21,270+21.3k
Arax Advisory Partners New +18,600+18.6k
Cambridge Investment Research Advisors, Inc. Added +15,046+15.0k

Biggest sellers

Baird Financial Group, Inc. Reduced -40,354-40.4k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -28,056-28.1k
MORGAN STANLEY Reduced -17,018-17.0k
UBS Group AG Reduced -14,249-14.2k
Equitable Holdings, Inc. Sold out -13,466-13.5k
WealthShield Partners, LLC Sold out -11,923-11.9k
Lloyd Advisory Services, LLC. Sold out -11,890-11.9k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -11,307-11.3k
Rockefeller Capital Management L.P. Reduced -9,000-9.0k
ASSETMARK, INC Sold out -8,772-8.8k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 UBS Group AG 0.00% of their portfolio ZURICH, V8 999,336999.3k $22.3m $22.3m 0.00% Reduced -14.2k -14,249
2 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 504,233504.2k $11.3m $11.3m 0.00% Added +14.5k +14,464
3 Heartwood Wealth Advisors LLC 0.59% of their portfolio RICHMOND, VA 340,927340.9k $7.6m $7.6m 0.59% Added +41.9k +41,903
4 Keystone Financial Group 0.40% of their portfolio LEXINGTON, KY 301,992302.0k $6.7m $6.7m 0.40% Added +31.9k +31,918
5 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 286,353286.4k $6.4m $6.4m 0.00% Added +35.6k +35,630
6 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 249,936249.9k $5.6m $5.6m 0.00% Reduced -17.0k -17,018
7 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 158,788158.8k $3.5m $3.5m 0.00% Added +7.6k +7,579
8 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 146,333146.3k $3.3m $3.3m 0.00% Reduced -11.3k -11,307
9 Total Clarity Wealth Management, Inc. 0.58% of their portfolio ST. CHARLES, IL 134,707134.7k $3.0m $3.0m 0.58% Added +21.3k +21,270
10 SYKON CAPITAL LLC 0.84% of their portfolio HARRISON, NY 121,420121.4k $2.7m $2.7m 0.84% New
11 FIDELITY D & D BANCORP INC 0.75% of their portfolio Dunmore, PA 98,01898.0k $2.2m $2.2m 0.75% Added +6.8k +6,796
12 Hedeker Wealth, LLC 0.41% of their portfolio Lincolnshire, IL 97,33297.3k $2.2m $2.2m 0.41% Added +282 +282
13 Mariner, LLC 0.00% of their portfolio Overland Park, KS 83,17383.2k $1.9m $1.9m 0.00% Added +4.8k +4,816
14 INVESTMENT PARTNERS, LTD. 0.54% of their portfolio NEW PHILADELPHIA, OH 77,12577.1k $1.7m $1.7m 0.54% Reduced -250 -250
15 IHT Wealth Management, LLC 0.04% of their portfolio Chicago, IL 76,07776.1k $1.7m $1.7m 0.04% Added +42.1k +42,100
16 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 75,38775.4k $1.7m $1.7m 0.00% Reduced -40.4k -40,354
17 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 53,78453.8k $1.2m $1.2m 0.00% Added +4.0k +4,030
18 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 51,86151.9k $1.2m $1.2m 0.00% Reduced -287 -287
19 SimpliFi, Inc. 0.36% of their portfolio SAN DIEGO, CA 40,98741.0k $915.7k $915.7k 0.36% Added +2.4k +2,388
20 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 36,38936.4k $812.9k $812.9k 0.00% Added +25.8k +25,763
21 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 32,43432.4k $724.0k $724.0k 0.00% Added +15.0k +15,046
22 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 30,03430.0k $671.0k $671.0k 0.00% Reduced -6.9k -6,915
23 Cross Staff Investments Inc 0.38% of their portfolio PITTSFORD, NY 30,00030.0k $670.2k $670.2k 0.38% Unchanged
24 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 29,27629.3k $654.1k $654.1k 0.00% Added +8.5k +8,466
25 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 23,42623.4k $517.2k $517.2k 0.00% Added +364 +364
26 Ameritas Advisory Services, LLC 0.01% of their portfolio Lincoln, NE 23,34523.3k $521.5k $521.5k 0.01% New
27 Ausdal Financial Partners, Inc. 0.02% of their portfolio Davenport, IA 22,41322.4k $500.7k $500.7k 0.02% Reduced -970 -970
28 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 18,83118.8k $420.7k $420.7k 0.00% Reduced -6.2k -6,190
29 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 18,75318.8k $418.9k $418.9k 0.00% Unchanged
30 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 18,60018.6k $415.5k $415.5k 0.00% New
31 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 18,51918.5k $413.7k $413.7k 0.00% Reduced -351 -351
32 Maridea Wealth Management LLC 0.04% of their portfolio BROOKLYN, NY 17,26217.3k $385.6k $385.6k 0.04% Reduced -588 -588
33 Wealthcare Advisory Partners LLC 0.01% of their portfolio WEST CHESTER, PA 16,13916.1k $360.5k $360.5k 0.01% Added +1.4k +1,436
34 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 16,03916.0k $358.3k $358.3k 0.00% Added +1.0k +1,000
35 Madrona Financial Services, LLC 0.06% of their portfolio EVERETT, WA 15,05715.1k $336.4k $336.4k 0.06% Reduced -521 -521
36 Provenance Wealth Advisors, LLC 0.03% of their portfolio FORT LAUDERDALE, FL 13,16013.2k $294.0k $294.0k 0.03% Unchanged
37 Kingdom Financial Group LLC. 0.07% of their portfolio PEORIA, AZ 12,06612.1k $269.6k $269.6k 0.07% Added +176 +176
38 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 11,73011.7k $262.0k $262.0k 0.00% Reduced -634 -634
39 QP WEALTH MANAGEMENT, LLC 0.37% of their portfolio BOCA RATON, FL 11,66511.7k $260.6k $260.6k 0.37% Added +2 +2
40 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 11,40611.4k $254.8k $254.8k 0.00% New
41 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 10,50010.5k $234.6k $234.6k 0.00% Reduced -9.0k -9,000
42 Intrua Financial, LLC 0.02% of their portfolio Houston, TX 9,4139.4k $210.3k $210.3k 0.02% Reduced -979 -979
43 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 9,0549.1k $202.3k $202.3k 0.00% New
44 Ashton Thomas Private Wealth, LLC 0.00% of their portfolio SCOTTSDALE, AZ 4,8284.8k $107.9k $107.9k 0.00% Unchanged
45 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 4,3284.3k $96.7k $96.7k 0.00% Unchanged
46 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 2,5352.5k $56.6k $56.6k 0.00% New
47 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio ORLANDO, FL 2,5002.5k $55.6k $55.6k 0.00% Unchanged
48 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 2,2712.3k $50.7k $50.7k 0.00% New
49 IFG Advisory, LLC 0.00% of their portfolio ATLANTA, GA 1,0551.1k $23.6k $23.6k 0.00% New
50 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 867867 $19.4k $19.4k 0.00% First filing
51 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 459459 $10.3k $10.3k 0.00% New
52 GAMMA Investing LLC 0.00% of their portfolio FOSTER CITY, CA 400400 $8.9k $8.9k 0.00% Unchanged
53 FMR LLC 0.00% of their portfolio BOSTON, MA 111111 $2.5k $2.5k 0.00% Reduced -1 -1
54 SHP Wealth Management 0.00% of their portfolio PLYMOUTH, MA 4747 $1.0k $1.0k 0.00% Added +1 +1
55 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 2929 $648 $648 0.00% New
56 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 1414 $313 $313 0.00% Unchanged
57 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 11 $22 $22 0.00% Unchanged
58 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 00 $0 $0 0.00% Reduced -7.2k -7,234