Vaneck CEF Muni Income ETF (XMPT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Heartwood Wealth Advisors LLC

INCREASED

Shares344,261 from 340,927

Change+3,334 (+1%)

Value$6.6M (-$999.6K)

Filed 2026-10-05

LPL Financial LLC

DECREASED

Shares181,424 from 286,353

Change-104,929 (-37%)

Value$3.5M (-$2.9M)

Filed 2026-11-06

Investment Partners, Ltd.

INCREASED

Shares161,082 from 77,125

Change+83,957 (+109%)

Value$3.1M (+$1.4M)

Filed 2026-10-29

Commonwealth Equity Services, LLC

DECREASED

Shares142,546 from 146,333

Change-3,787 (-3%)

Value$2.7M (-$529.3K)

Filed 2026-11-02

Total Clarity Wealth Management, Inc.

DECREASED

Shares115,467 from 134,707

Change-19,240 (-14%)

Value$2.2M (-$790.1K)

Filed 2026-10-26

Fidelity D & D Bancorp Inc

INCREASED

Shares100,130 from 98,018

Change+2,112 (+2%)

Value$1.9M (-$265.2K)

Filed 2026-11-05

Hedeker Wealth, LLC

INCREASED

Shares97,527 from 97,332

Change+195 (+0%)

Value$1.9M (-$299.9K)

Filed 2026-10-23

SimpliFi, Inc.

INCREASED

Shares41,589 from 40,987

Change+602 (+1%)

Value$799.3K (-$116.3K)

Filed 2026-10-28

Cross Staff Investments Inc

UNCHANGED

Shares30,000 from 30,000

Change0 (0%)

Value$576.6K (-$93.6K)

Filed 2026-10-22

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares18,805 from 23,426

Change-4,621 (-20%)

Value$357.9K (-$159.4K)

Filed 2026-10-13

Fifth Third Bancorp

DECREASED

Shares18,327 from 18,519

Change-192 (-1%)

Value$352.2K (-$61.5K)

Filed 2026-11-05

Wealthcare Advisory Partners LLC

INCREASED

Shares16,143 from 16,139

Change+4 (+0%)

Value$310.3K (-$50.3K)

Filed 2026-10-21

Madrona Financial Services, LLC

DECREASED

Shares14,895 from 15,057

Change-162 (-1%)

Value$286.3K (-$50.1K)

Filed 2026-10-23

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares14,162 from 16,217

Change-2,055 (-13%)

Value$272 (-$361.7K)

Filed 2026-11-02

Farther Finance Advisors, LLC

INCREASED

Shares13,172 from 459

Change+12,713 (+2770%)

Value$253.2K (+$242.9K)

Filed 2026-10-08

Provenance Wealth Advisors, LLC

UNCHANGED

Shares13,160 from 13,160

Change0 (0%)

Value$252.9K (-$41.1K)

Filed 2026-10-30

Uniting Wealth Partners, LLC

NEW

Shares12,500

Change+12,500

Value$240.3K

Filed 2026-11-06

Kingdom Financial Group Llc.

DECREASED

Shares11,668 from 12,066

Change-398 (-3%)

Value$224.3K (-$45.3K)

Filed 2026-11-04

QP Wealth Management, LLC

DECREASED

Shares11,265 from 11,665

Change-400 (-3%)

Value$216.5K (-$44.1K)

Filed 2026-10-20

Latitude Advisors, LLC

NEW

Shares9,069

Change+9,069

Value$174.3K

Filed 2026-10-27

Ashton Thomas Private Wealth, LLC

UNCHANGED

Shares4,828 from 4,828

Change0 (0%)

Value$92.8K (-$15.1K)

Filed 2026-11-03

Allworth Financial LP

UNCHANGED

Shares4,328 from 4,328

Change0 (0%)

Value$96.7K ($0)

Filed 2026-11-06

US Bancorp \de\

NEW

Shares3,000

Change+3,000

Value$57.7K

Filed 2026-11-05

IFP Advisors, Inc

INCREASED

Shares2,301 from 2,271

Change+30 (+1%)

Value$44.2K (-$6.5K)

Filed 2026-10-16

Jacobi Capital Management LLC

NEW

Shares1,900

Change+1,900

Value$36.5K

Filed 2026-11-05

Gamma Investing LLC

DECREASED

Shares363 from 400

Change-37 (-9%)

Value$7.0K (-$2.0K)

Filed 2026-10-08

CoreCap Advisors, LLC

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$19 (-$3)

Filed 2026-10-08

Intrua Financial, LLC

CLOSED

Shares0 from 9,413

Change-9,413 (-100%)

Value$0 (-$210.3K)

Filed 2026-10-28

International Assets Investment Management, LLC

CLOSED

Shares0 from 2,500

Change-2,500 (-100%)

Value$0 (-$55.7K)

Filed 2026-11-02

UBS Group AG

N/A

Shares— from 999,336

Change-999,336 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 504,233

Change-504,233 (-100%)

Value—

Keystone Financial Group

N/A

Shares— from 301,992

Change-301,992 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 249,936

Change-249,936 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 158,788

Change-158,788 (-100%)

Value—

Sykon Capital LLC

N/A

Shares— from 121,420

Change-121,420 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 102,426

Change-102,426 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 83,173

Change-83,173 (-100%)

Value—

IHT Wealth Management, LLC

N/A

Shares— from 76,077

Change-76,077 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 75,387

Change-75,387 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 70,523

Change-70,523 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 53,784

Change-53,784 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 51,861

Change-51,861 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 36,389

Change-36,389 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 30,034

Change-30,034 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 29,276

Change-29,276 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 23,345

Change-23,345 (-100%)

Value—

Ausdal Financial Partners, Inc.

N/A

Shares— from 22,413

Change-22,413 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 18,831

Change-18,831 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 18,753

Change-18,753 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 18,600

Change-18,600 (-100%)

Value—

Maridea Wealth Management LLC

N/A

Shares— from 17,262

Change-17,262 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 16,039

Change-16,039 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 11,730

Change-11,730 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 11,406

Change-11,406 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 10,500

Change-10,500 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 9,054

Change-9,054 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 2,535

Change-2,535 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 1,055

Change-1,055 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 867

Change-867 (-100%)

Value—

FMR LLC

N/A

Shares— from 111

Change-111 (-100%)

Value—

SHP Wealth Management

N/A

Shares— from 47

Change-47 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 14

Change-14 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 0

Change0

Value—

	Status
Heartwood Wealth Advisors LLC	INCREASED	344,261	340,927	+3,334	+1%	$7.6M	$6.6M	-$999.6K	2026-10-05
LPL Financial LLC	DECREASED	181,424	286,353	-104,929	-37%	$6.4M	$3.5M	-$2.9M	2026-11-06
Investment Partners, Ltd.	INCREASED	161,082	77,125	+83,957	+109%	$1.7M	$3.1M	+$1.4M	2026-10-29
Commonwealth Equity Services, LLC	DECREASED	142,546	146,333	-3,787	-3%	$3.3M	$2.7M	-$529.3K	2026-11-02
Total Clarity Wealth Management, Inc.	DECREASED	115,467	134,707	-19,240	-14%	$3.0M	$2.2M	-$790.1K	2026-10-26
Fidelity D & D Bancorp Inc	INCREASED	100,130	98,018	+2,112	+2%	$2.2M	$1.9M	-$265.2K	2026-11-05
Hedeker Wealth, LLC	INCREASED	97,527	97,332	+195	+0%	$2.2M	$1.9M	-$299.9K	2026-10-23
SimpliFi, Inc.	INCREASED	41,589	40,987	+602	+1%	$915.7K	$799.3K	-$116.3K	2026-10-28
Cross Staff Investments Inc	UNCHANGED	30,000	30,000	0	0%	$670.2K	$576.6K	-$93.6K	2026-10-22
Wealth Enhancement Advisory Services, LLC	DECREASED	18,805	23,426	-4,621	-20%	$517.2K	$357.9K	-$159.4K	2026-10-13
Fifth Third Bancorp	DECREASED	18,327	18,519	-192	-1%	$413.7K	$352.2K	-$61.5K	2026-11-05
Wealthcare Advisory Partners LLC	INCREASED	16,143	16,139	+4	+0%	$360.5K	$310.3K	-$50.3K	2026-10-21
Madrona Financial Services, LLC	DECREASED	14,895	15,057	-162	-1%	$336.4K	$286.3K	-$50.1K	2026-10-23
Cambridge Investment Research Advisors, Inc.	DECREASED	14,162	16,217	-2,055	-13%	$362.0K	$272	-$361.7K	2026-11-02
Farther Finance Advisors, LLC	INCREASED	13,172	459	+12,713	+2770%	$10.3K	$253.2K	+$242.9K	2026-10-08
Provenance Wealth Advisors, LLC	UNCHANGED	13,160	13,160	0	0%	$294.0K	$252.9K	-$41.1K	2026-10-30
Uniting Wealth Partners, LLC	NEW	12,500	—	+12,500	—	—	$240.3K	—	2026-11-06
Kingdom Financial Group Llc.	DECREASED	11,668	12,066	-398	-3%	$269.6K	$224.3K	-$45.3K	2026-11-04
QP Wealth Management, LLC	DECREASED	11,265	11,665	-400	-3%	$260.6K	$216.5K	-$44.1K	2026-10-20
Latitude Advisors, LLC	NEW	9,069	—	+9,069	—	—	$174.3K	—	2026-10-27
Ashton Thomas Private Wealth, LLC	UNCHANGED	4,828	4,828	0	0%	$107.9K	$92.8K	-$15.1K	2026-11-03
Allworth Financial LP	UNCHANGED	4,328	4,328	0	0%	$96.7K	$96.7K	$0	2026-11-06
US Bancorp \de\	NEW	3,000	—	+3,000	—	—	$57.7K	—	2026-11-05
IFP Advisors, Inc	INCREASED	2,301	2,271	+30	+1%	$50.7K	$44.2K	-$6.5K	2026-10-16
Jacobi Capital Management LLC	NEW	1,900	—	+1,900	—	—	$36.5K	—	2026-11-05
Gamma Investing LLC	DECREASED	363	400	-37	-9%	$8.9K	$7.0K	-$2.0K	2026-10-08
CoreCap Advisors, LLC	UNCHANGED	1	1	0	0%	$22	$19	-$3	2026-10-08
Intrua Financial, LLC	CLOSED	0	9,413	-9,413	-100%	$210.3K	$0	-$210.3K	2026-10-28
International Assets Investment Management, LLC	CLOSED	0	2,500	-2,500	-100%	$55.7K	$0	-$55.7K	2026-11-02
UBS Group AG	N/A	—	999,336	-999,336	-100%	$22.3M	—	—	—
Bank of America Corp	N/A	—	504,233	-504,233	-100%	$11.3M	—	—	—
Keystone Financial Group	N/A	—	301,992	-301,992	-100%	$6.7M	—	—	—
Morgan Stanley	N/A	—	249,936	-249,936	-100%	$5.6M	—	—	—
Royal Bank of Canada	N/A	—	158,788	-158,788	-100%	$3.5M	—	—	—
Sykon Capital LLC	N/A	—	121,420	-121,420	-100%	$2.7M	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	102,426	-102,426	-100%	$2.3M	—	—	—
Mariner, LLC	N/A	—	83,173	-83,173	-100%	$1.9M	—	—	—
IHT Wealth Management, LLC	N/A	—	76,077	-76,077	-100%	$1.7M	—	—	—
Baird Financial Group, Inc.	N/A	—	75,387	-75,387	-100%	$1.7M	—	—	—
BFC Planning, Inc.	N/A	—	70,523	-70,523	-100%	$1.6M	—	—	—
HighTower Advisors, LLC	N/A	—	53,784	-53,784	-100%	$1.2M	—	—	—
Cetera Investment Advisers	N/A	—	51,861	-51,861	-100%	$1.2M	—	—	—
Raymond James Financial Inc	N/A	—	36,389	-36,389	-100%	$812.9K	—	—	—
MML Investors Services, LLC	N/A	—	30,034	-30,034	-100%	$671.0K	—	—	—
Osaic Holdings, Inc.	N/A	—	29,276	-29,276	-100%	$654.1K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	23,345	-23,345	-100%	$521.5K	—	—	—
Ausdal Financial Partners, Inc.	N/A	—	22,413	-22,413	-100%	$500.7K	—	—	—
Envestnet Asset Management Inc	N/A	—	18,831	-18,831	-100%	$420.7K	—	—	—
Nuveen, LLC	N/A	—	18,753	-18,753	-100%	$418.9K	—	—	—
Arax Advisory Partners	N/A	—	18,600	-18,600	-100%	$415.5K	—	—	—
Maridea Wealth Management LLC	N/A	—	17,262	-17,262	-100%	$385.6K	—	—	—
Harbour Investments, Inc.	N/A	—	16,039	-16,039	-100%	$358.3K	—	—	—
Private Advisor Group, LLC	N/A	—	11,730	-11,730	-100%	$262.0K	—	—	—
Citadel Advisors LLC	N/A	—	11,406	-11,406	-100%	$254.8K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	10,500	-10,500	-100%	$234.6K	—	—	—
Jane Street Group, LLC	N/A	—	9,054	-9,054	-100%	$202.3K	—	—	—
NewEdge Advisors, LLC	N/A	—	2,535	-2,535	-100%	$56.6K	—	—	—
IFG Advisory, LLC	N/A	—	1,055	-1,055	-100%	$23.6K	—	—	—
Global Retirement Partners, LLC	N/A	—	867	-867	-100%	$19.4K	—	—	—
FMR LLC	N/A	—	111	-111	-100%	$2.5K	—	—	—
SHP Wealth Management	N/A	—	47	-47	-100%	$1.0K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	14	-14	-100%	$313	—	—	—
Wells Fargo & Company	N/A	—	0	0	—	$0	—	—	—

Showing 63 of 63 institutions