Who Owns VANECK CEF (XMPT)? -- Institutional Holders (2026-06-30)

65 institutions reported holding $97.3M of VANECK CEF (XMPT) in SEC 13F filings for 2026-06-30. Largest institutional holders: UBS Group AG ($22.3M), BANK OF AMERICA CORP /DE/ ($11.3M), Heartwood Wealth Advisors LLC ($7.6M), Keystone Financial Group ($6.7M), LPL Financial LLC ($6.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1UBS Group AG$22.3M999,336Trimmed
2BANK OF AMERICA CORP /DE/$11.3M504,233Added
3Heartwood Wealth Advisors LLC$7.6M340,927Added
4Keystone Financial Group$6.7M301,992Added
5LPL Financial LLC$6.4M286,353Added
6MORGAN STANLEY$5.6M249,936Trimmed
7Royal Bank of Canada$3.5M158,788Added
8COMMONWEALTH EQUITY SERVICES, LLC$3.3M146,333Trimmed
9Total Clarity Wealth Management, Inc.$3.0M134,707Added
10SYKON CAPITAL LLC$2.7M121,420New
11FIDELITY D & D BANCORP INC$2.2M98,018Added
12Hedeker Wealth, LLC$2.2M97,332Added
13Mariner, LLC$1.9M83,173Added
14INVESTMENT PARTNERS, LTD.$1.7M77,125Trimmed
15IHT Wealth Management, LLC$1.7M76,077Added
16Baird Financial Group, Inc.$1.7M75,387Trimmed
17HighTower Advisors, LLC$1.2M53,784Added
18Cetera Investment Advisers$1.2M51,861Trimmed
19SimpliFi, Inc.$915,65640,987Added
20RAYMOND JAMES FINANCIAL INC$812,92436,389Added
21MML INVESTORS SERVICES, LLC$670,96030,034Trimmed
22Cross Staff Investments Inc$670,20030,000Hold
23OSAIC HOLDINGS, INC.$654,06429,276Added
24Ameritas Advisory Services, LLC$521,53523,345New
25WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$517,24723,426Added

Source: SEC Form 13F filings · as of 2026-06-30