Institutional Ownership Vaneck Cef Muni Income ETF (XMPT)
This table provides information about the institutional ownership of Vaneck Cef Muni Income ETF (XMPT). We have compiled data on the 59 institutions that hold shares in the stock, with a total of 6.89 Million shares, which have been reported (via 13F filing form) to have a value of $154 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
2,155,069
shares
|
$47.8 Million
0.01% of portfolio
|
Q2 2024
Added 4.89%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Aug 05, 2024 Q2 2024 |
980,975
shares
|
$21.7 Million
16.37% of portfolio
|
Q2 2024
Added 2.2%
|
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
902,599
shares
|
$20 Million
1.97% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
612,621
shares
|
$13.6 Million
0.0% of portfolio
|
Q2 2024
Reduced 48.38%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
341,989
shares
|
$7.58 Million
0.0% of portfolio
|
Q2 2024
Added 22.28%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Aug 14, 2024 Q2 2024 |
250,943
shares
|
$5.56 Million
0.04% of portfolio
|
Q2 2024
Added 0.69%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
213,709
shares
|
$4.74 Million
0.0% of portfolio
|
Q2 2024
Reduced 5.71%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
153,868
shares
|
$3.41 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
118,826
shares
|
$2.63 Million
0.0% of portfolio
|
Q2 2024
Added 32.07%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
118,280
shares
|
$2.62 Million
0.22% of portfolio
|
Q3 2022
Reduced 1.83%
|
|
|
Sykon Capital LLC
Harrison, NY |
Aug 08, 2024 Q2 2024 |
111,807
shares
|
$2.48 Million
0.93% of portfolio
|
Q2 2024
Added 13.17%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
109,683
shares
|
$2.43 Million
0.01% of portfolio
|
Q2 2024
Added 6.75%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
92,663
shares
|
$2.05 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.18%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
63,600
shares
|
$1.41 Million
0.0% of portfolio
|
Q2 2024
Added 12.82%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
63,222
shares
|
$1.4 Million
0.0% of portfolio
|
Q2 2024
Added 7.15%
|
|
|
Prudential Financial Inc
Newark, NJ |
Aug 13, 2024 Q2 2024 |
55,325
shares
|
$1.23 Million
0.0% of portfolio
|
Q2 2024
Added 33.2%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
54,333
shares
|
$1.2 Million
1.79% of portfolio
|
Q3 2023
Reduced 10.25%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
50,504
shares
|
$1.12 Million
0.83% of portfolio
|
Q3 2024
Added 25.04%
|
|
|
Hedeker Wealth, LLC
|
Oct 25, 2024 Q3 2024 |
44,926
shares
|
$995,560
0.29% of portfolio
|
Q3 2024
Added 12.68%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
38,500
shares
|
$853,160
0.0% of portfolio
|
Q4 2023
Reduced 23.84%
|
|
|
Cross Staff Investments Inc
|
Oct 23, 2024 Q3 2024 |
35,000
shares
|
$775,600
0.65% of portfolio
|
Q3 2023
Reduced 10.26%
|
|
|
Simpli Fi, Inc.
|
Oct 22, 2024 Q3 2024 |
31,681
shares
|
$702,050
0.33% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
Oct 30, 2023 Q3 2023 |
28,824
shares
|
$638,739
0.9% of portfolio
|
Q3 2023
Added 0.21%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
28,343
shares
|
$628,080
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Madrona Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
24,851
shares
|
$550,698
0.17% of portfolio
|
Q2 2024
Added 21.24%
|