XMPT Institutional Ownership
VanEck CEF Muni Income ETF
1W: -0.7%
1M: -8.2%
3M: -13.2%
YTD: -10.8%
1Y: -10.7%
3Y: +16.0%
5Y: -20.5%
$19.34
+0.16 (+0.83%)
Weekly Expected Move ±2.0%
$19
$19
$19
$20
$20
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — XMPT
67
Institutional Holders
-3 vs prior quarter
0.0%
Ownership
+0.00pp
97M
Total Invested
12
New Positions
20
Increased
26
Reduced
9
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (78 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 999,336 | 19M | -14,249 | -1.4% | 20Q | SEC ↗ |
| 2 | BANK OF AMERICA CORP /DE | 504,233 | 10M | +14,464 | +3.0% | 15Q | SEC ↗ |
| 3 | Heartwood Wealth Advisors LLC | 340,927 | 7M | +41,903 | +14.0% | 2Q | SEC ↗ |
| 4 | Keystone Financial Group | 301,992 | 6M | +31,918 | +11.8% | 8Q | SEC ↗ |
| 5 | LPL Financial LLC | 286,353 | 6M | +35,630 | +14.2% | 41Q | SEC ↗ |
| 6 | MORGAN STANLEY | 249,936 | 5M | -17,018 | -6.4% | 41Q | SEC ↗ |
| 7 | ROYAL BANK OF CANADA | 158,788 | 3M | +7,579 | +5.0% | 41Q | SEC ↗ |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | 146,333 | 3M | -11,307 | -7.2% | 8Q | SEC ↗ |
| 9 | Total Clarity Wealth Management, Inc. | 134,707 | 3M | +21,270 | +18.8% | 3Q | SEC ↗ |
| 10 | SYKON CAPITAL LLC NEW | 121,420 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 11 | FIDELITY D & D BANCORP INC | 98,018 | 2M | +6,796 | +7.4% | 11Q | SEC ↗ |
| 12 | Hedeker Wealth, LLC | 97,332 | 2M | +282 | +0.3% | 14Q | SEC ↗ |
| 13 | Mariner, LLC | 83,173 | 2M | +4,816 | +6.1% | 4Q | SEC ↗ |
| 14 | INVESTMENT PARTNERS, LTD. | 77,125 | 1M | -250 | -0.3% | 7Q | SEC ↗ |
| 15 | IHT Wealth Management, LLC | 76,077 | 1M | +42,100 | +123.9% | 4Q | SEC ↗ |
| 16 | Baird Financial Group, Inc. | 75,387 | 1M | -40,354 | -34.9% | 30Q | SEC ↗ |
| 17 | HighTower Advisors, LLC | 53,784 | 1M | +4,030 | +8.1% | 15Q | SEC ↗ |
| 18 | Cetera Investment Advisers | 51,861 | 1M | -287 | -0.6% | 15Q | SEC ↗ |
| 19 | SimpliFi, Inc. | 40,987 | 793K | +2,388 | +6.2% | 14Q | SEC ↗ |
| 20 | RAYMOND JAMES FINANCIAL INC | 36,389 | 704K | +25,763 | +242.5% | 2Q | SEC ↗ |
| 21 | MML INVESTORS SERVICES, LLC | 30,034 | 581K | -6,915 | -18.7% | 31Q | SEC ↗ |
| 22 | Cross Staff Investments Inc | 30,000 | 580K | — | +0.0% | 19Q | SEC ↗ |
| 23 | OSAIC HOLDINGS, INC. | 29,276 | 566K | +8,466 | +40.7% | 26Q | SEC ↗ |
| 24 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 23,426 | 453K | +364 | +1.6% | 5Q | SEC ↗ |
| 25 | Ameritas Advisory Services, LLC NEW | 23,345 | 451K | — | +0.0% | 1Q | SEC ↗ |
| 26 | Ausdal Financial Partners, Inc. | 22,413 | 433K | -970 | -4.1% | 10Q | SEC ↗ |
| 27 | ENVESTNET ASSET MANAGEMENT INC | 18,831 | 364K | -6,190 | -24.7% | 16Q | SEC ↗ |
| 28 | Nuveen, LLC | 18,753 | 363K | — | +0.0% | 6Q | SEC ↗ |
| 29 | Arax Advisory Partners NEW | 18,600 | 360K | — | +0.0% | 1Q | SEC ↗ |
| 30 | FIFTH THIRD BANCORP | 18,519 | 358K | -351 | -1.9% | 2Q | SEC ↗ |
| 31 | Maridea Wealth Management LLC | 17,262 | 334K | -588 | -3.3% | 7Q | SEC ↗ |
| 32 | Cambridge Investment Research Advisors | 16,217 | 314K | -1,171 | -6.7% | 8Q | SEC ↗ |
| 33 | Wealthcare Advisory Partners LLC | 16,139 | 312K | +1,436 | +9.8% | 4Q | SEC ↗ |
| 34 | HARBOUR INVESTMENTS, INC. | 16,039 | 310K | +1,000 | +6.6% | 17Q | SEC ↗ |
| 35 | Madrona Financial Services, LLC | 15,057 | 291K | -521 | -3.3% | 20Q | SEC ↗ |
| 36 | Provenance Wealth Advisors, LLC | 13,160 | 255K | — | +0.0% | 12Q | SEC ↗ |
| 37 | Kingdom Financial Group LLC. | 12,066 | 233K | +176 | +1.5% | 3Q | SEC ↗ |
| 38 | Private Advisor Group, LLC | 11,730 | 227K | -634 | -5.1% | 10Q | SEC ↗ |
| 39 | QP WEALTH MANAGEMENT, LLC | 11,665 | 226K | +2 | +0.0% | 3Q | SEC ↗ |
| 40 | CITADEL ADVISORS LLC NEW | 11,406 | 221K | — | +0.0% | 1Q | SEC ↗ |
| 41 | Rockefeller Capital Management L.P. | 10,500 | 203K | -9,000 | -46.2% | 21Q | SEC ↗ |
| 42 | Intrua Financial, LLC | 9,413 | 182K | -979 | -9.4% | 11Q | SEC ↗ |
| 43 | JANE STREET GROUP, LLC NEW | 9,054 | 175K | — | +0.0% | 1Q | SEC ↗ |
| 44 | Ashton Thomas Private Wealth, LLC | 4,828 | 93K | — | +0.0% | 2Q | SEC ↗ |
| 45 | Allworth Financial LP | 4,328 | 84K | — | +0.0% | 5Q | SEC ↗ |
| 46 | MERCER GLOBAL ADVISORS INC /ADV NEW | 3,317 | 64K | — | +0.0% | 1Q | SEC ↗ |
| 47 | NewEdge Advisors, LLC NEW | 2,535 | 49K | — | +0.0% | 1Q | SEC ↗ |
| 48 | INTERNATIONAL ASSETS INVESTMENT MANAGE | 2,500 | 48K | — | +0.0% | 2Q | SEC ↗ |
| 49 | IFP Advisors, Inc NEW | 2,271 | 44K | — | +0.0% | 1Q | SEC ↗ |
| 50 | IFG Advisory, LLC NEW | 1,055 | 20K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (12)
| Holder | Shares | Value |
|---|---|---|
| SYKON CAPITAL LLC | 121,420 | 2M |
| Ameritas Advisory Services, LLC | 23,345 | 451K |
| Arax Advisory Partners | 18,600 | 360K |
| CITADEL ADVISORS LLC | 11,406 | 221K |
| JANE STREET GROUP, LLC | 9,054 | 175K |
| MERCER GLOBAL ADVISORS INC /ADV | 3,317 | 64K |
| NewEdge Advisors, LLC | 2,535 | 49K |
| IFP Advisors, Inc | 2,271 | 44K |
| IFG Advisory, LLC | 1,055 | 20K |
| Global Retirement Partners, LLC | 867 | 17K |
| Farther Finance Advisors, LLC | 459 | 9K |
| Integrated Wealth Concepts LLC | 29 | 1K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| FIG FINANCIAL ADVISORY SERVICES INC | 98,086 | 2M |
| Clark Capital Management Group, Inc | 66,743 | 1M |
| PARK AVENUE SECURITIES LLC | 58,250 | 1M |
| PRINCIPAL SECURITIES, INC. | 35,512 | 687K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 28,056 | 543K |
| BlackRock, Inc. | 25,000 | 484K |
| Equitable Holdings, Inc. | 13,466 | 260K |
| WealthShield Partners, LLC | 11,923 | 231K |
| Lloyd Advisory Services, LLC. | 11,890 | 230K |
| ASSETMARK, INC | 8,772 | 170K |
| WELLS FARGO & COMPANY/MN | 7,234 | 140K |
| MAI Capital Management | 2,816 | 54K |
| Kestra Advisory Services, LLC | 2,286 | 44K |
| Advisory Services Network, LLC | 1,167 | 23K |
| Signature Equity Partners, LLC | 527 | 10K |
| AE Wealth Management LLC | 418 | 8K |
| Wellington Grp LLC | 221 | 4K |
| Noble Wealth Management PBC | 139 | 3K |
| Sound Income Strategies, LLC | 42 | 1K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 5 | 0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| IHT Wealth Management, LLC | +42,100 | +123.9% | 76,077 |
| Heartwood Wealth Advisors LLC | +41,903 | +14.0% | 340,927 |
| LPL Financial LLC | +35,630 | +14.2% | 286,353 |
| Keystone Financial Group | +31,918 | +11.8% | 301,992 |
| RAYMOND JAMES FINANCIAL INC | +25,763 | +242.5% | 36,389 |
| Total Clarity Wealth Management, In | +21,270 | +18.8% | 134,707 |
| BANK OF AMERICA CORP /DE | +14,464 | +3.0% | 504,233 |
| OSAIC HOLDINGS, INC. | +8,466 | +40.7% | 29,276 |
| ROYAL BANK OF CANADA | +7,579 | +5.0% | 158,788 |
| FIDELITY D & D BANCORP INC | +6,796 | +7.4% | 98,018 |
| Mariner, LLC | +4,816 | +6.1% | 83,173 |
| HighTower Advisors, LLC | +4,030 | +8.1% | 53,784 |
| SimpliFi, Inc. | +2,388 | +6.2% | 40,987 |
| Wealthcare Advisory Partners LLC | +1,436 | +9.8% | 16,139 |
| HARBOUR INVESTMENTS, INC. | +1,000 | +6.6% | 16,039 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +364 | +1.6% | 23,426 |
| Hedeker Wealth, LLC | +282 | +0.3% | 97,332 |
| Kingdom Financial Group LLC. | +176 | +1.5% | 12,066 |
| QP WEALTH MANAGEMENT, LLC | +2 | +0.0% | 11,665 |
| SHP Wealth Management | +1 | +2.2% | 47 |
Biggest Decreases (17)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Baird Financial Group, Inc. | -40,354 | -34.9% | 75,387 |
| MORGAN STANLEY | -17,018 | -6.4% | 249,936 |
| UBS Group AG | -14,249 | -1.4% | 999,336 |
| COMMONWEALTH EQUITY SERVICES, LLC | -11,307 | -7.2% | 146,333 |
| Rockefeller Capital Management L.P. | -9,000 | -46.2% | 10,500 |
| MML INVESTORS SERVICES, LLC | -6,915 | -18.7% | 30,034 |
| ENVESTNET ASSET MANAGEMENT INC | -6,190 | -24.7% | 18,831 |
| Cambridge Investment Research Advis | -1,171 | -6.7% | 16,217 |
| Intrua Financial, LLC | -979 | -9.4% | 9,413 |
| Ausdal Financial Partners, Inc. | -970 | -4.1% | 22,413 |
| Private Advisor Group, LLC | -634 | -5.1% | 11,730 |
| Maridea Wealth Management LLC | -588 | -3.3% | 17,262 |
| Madrona Financial Services, LLC | -521 | -3.3% | 15,057 |
| FIFTH THIRD BANCORP | -351 | -1.9% | 18,519 |
| Cetera Investment Advisers | -287 | -0.6% | 51,861 |
| INVESTMENT PARTNERS, LTD. | -250 | -0.3% | 77,125 |
| FMR LLC | -1 | -0.9% | 111 |