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VanEck Short Muni ETF (SMB) Institutional Ownership

$17.34 +0.08 (+0.46%)
Closing price 08/14/2025 03:55 PM Eastern
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Institutional Ownership Changes (13F Filings) for VanEck Short Muni ETF (BATS:SMB)

Number of
Institutional Buyers
(last 12 months)
54
Total
Institutional Inflows
(last 12 months)
$54.63M
Number of
Institutional Sellers
(last 12 months)
37
Total
Institutional Outflows
(last 12 months)
$26.21M
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SMB Institutional Buying and Selling by Quarter

VanEck Short Muni ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/15/2025Bank of America Corp DE1,880,725$32.46M0.0%-9.0%11.791%
8/15/2025Ameriprise Financial Inc.378,708$6.54M0.0%-8.5%2.374%
8/14/2025Jane Street Group LLC28,745$496K0.0%-47.6%0.180%
8/14/2025Raymond James Financial Inc.76,689$1.32M0.0%+8.0%0.481%
8/14/2025Sei Investments Co.264,144$4.56M0.0%+18.2%1.656%
8/14/2025 Cerity Partners LLC228,882$3.95M0.0%+16.2%1.435%
8/13/2025 M Holdings Securities Inc.675,266$11.66M2.0%+10.1%4.234%
8/13/2025 EverSource Wealth Advisors LLC12,070$208K0.0%+18.6%0.076%
8/13/2025 Willis Johnson & Associates Inc.212,711$3.67M0.2%-8.9%1.334%
8/12/2025 Ameritas Investment Partners Inc.41,687$720K0.0%-10.2%0.261%
8/12/2025 JPMorgan Chase & Co.512,454$8.85M0.0%+15.5%3.213%
8/11/2025 Diversified Portfolios Inc.28,114$485K0.0%-69.8%0.176%
8/8/2025 Cetera Investment Advisers40,724$703K0.0%+10.2%0.255%
8/8/2025 Condor Capital Management215,199$3.71M0.3%+0.3%1.349%
8/7/2025 Allworth Financial LP1,867,063$32.23M0.2%+5.4%11.706%
8/6/2025 Summit Investment Advisors Inc.46,428$796K0.7%-9.6%0.291%
8/5/2025 Prosperity Consulting Group LLC167,231$2.89M0.2%-4.9%1.048%
8/4/2025 Arkadios Wealth Advisors34,500$595K0.0%+10.6%0.216%
8/1/2025 Envestnet Asset Management Inc.53,089$916K0.0%-45.0%0.333%
7/30/2025 Freedom Investment Management Inc.48,922$844K0.1%-4.3%0.307%
7/30/2025 Rehmann Capital Advisory Group18,398$318K0.0%-70.5%0.115%
7/29/2025 Private Trust Co. NA42,009$725K0.1%-9.1%0.263%
7/25/2025 PrairieView Partners LLC329,136$5.68M0.5%+12.3%2.064%
7/23/2025 Dohj LLC389,766$6.60M1.8%+7.0%2.444%
7/23/2025 Detalus Advisors LLC25,646$443K0.1%+15.6%0.161%
7/21/2025 Ascent Group LLC49,004$846K0.0%+82.3%0.307%
7/18/2025 Bartlett & CO. Wealth Management LLC47,588$821K0.0%-13.4%0.298%
7/18/2025 PFG Investments LLC15,160$262K0.0%-9.2%0.095%
7/17/2025 Janney Capital Management LLC143,426$2.48M0.2%-1.0%0.899%
7/17/2025 Kavar Capital Partners Group LLC12,500$216K0.0%N/A0.078%
7/17/2025 Keystone Global Partners LLC3,354$58K0.0%-77.7%0.021%
7/14/2025 MY Wealth Management Inc.253,241$4.37M4.2%N/A1.588%
7/10/2025 IMPACTfolio LLC156,672$2.70M1.3%+3.3%0.985%
7/10/2025 Wealth Enhancement Advisory Services LLC27,362$473K0.0%-4.7%0.172%
7/8/2025 Juncture Wealth Strategies LLC31,962$552K0.2%+3.5%0.201%
7/8/2025 Gradient Investments LLC90,573$1.56M0.0%N/A0.570%
5/19/2025Jane Street Group LLC54,853$940K0.0%N/A0.348%
5/16/2025 Ascent Group LLC26,885$461K0.0%N/A0.171%
5/16/2025 Jones Financial Companies Lllp22,261$382K0.0%+9.6%0.141%
5/16/2025Integrated Wealth Concepts LLC116,485$2.00M0.0%-36.2%0.740%
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5/14/2025 Freedom Investment Management Inc.51,140$876K0.1%-34.4%0.325%
5/14/2025 Flow Traders U.S. LLC39,387$675K0.0%N/A0.250%
5/14/2025 M Holdings Securities Inc.613,049$10.51M1.7%+7.9%3.892%
5/13/2025 Keystone Global Partners LLC15,022$257K0.2%N/A0.095%
5/13/2025 HighTower Advisors LLC13,865$238K0.0%-12.3%0.088%
5/12/2025 Condor Capital Management214,518$3.68M0.3%+4.4%1.362%
5/9/2025 WealthShield Partners LLC15,813$271K0.0%+218.7%0.100%
5/8/2025 Harbour Investments Inc.5,091$87K0.0%+15.0%0.033%
5/8/2025 Arkadios Wealth Advisors31,200$535K0.0%+14.3%0.201%
5/7/2025 Prosperity Consulting Group LLC175,920$3.01M0.2%-5.2%1.135%
5/7/2025 LPL Financial LLC504,161$8.64M0.0%-8.9%3.253%
5/5/2025 IFP Advisors Inc8,000$137K0.0%N/A0.052%
5/5/2025FAS Wealth Partners Inc.40,400$692K0.1%+2.9%0.261%
5/5/2025 Private Advisor Group LLC62,258$1.07M0.0%+5.7%0.402%
4/30/2025 Cerity Partners LLC197,042$3.38M0.0%+2.3%1.271%
4/30/2025 Allworth Financial LP1,771,043$30.11M0.2%+8.4%11.426%
4/30/2025 Axxcess Wealth Management LLC19,800$339K0.0%+39.4%0.128%
4/29/2025 Liberty Square Wealth Partners LLC32,509$557K0.2%+2.0%0.210%
4/29/2025 Envestnet Asset Management Inc.96,444$1.65M0.0%-5.0%0.622%
4/28/2025 Detalus Advisors LLC22,181$380K0.1%+11.2%0.143%
4/25/2025 IMPACTfolio LLC151,597$2.60M1.4%+9.7%0.978%
4/24/2025 Bartlett & CO. Wealth Management LLC54,963$942K0.0%-14.4%0.355%
4/23/2025 Golden State Wealth Management LLC15,178$260K0.0%+95.1%0.098%
4/22/2025 Flagship Harbor Advisors LLC11,131$191K0.0%N/A0.072%
4/21/2025 Janney Capital Management LLC144,874$2.48M0.2%+0.9%0.935%
4/17/2025 Dohj LLC364,304$6.24M1.4%-0.8%2.350%
4/16/2025 Wealth Enhancement Advisory Services LLC28,721$492K0.0%+12.5%0.185%
4/10/2025 Brand Asset Management Group Inc.11,658$200K0.1%-8.8%0.075%
4/9/2025 Capital Asset Advisory Services LLC19,800$339K0.0%+39.4%0.128%
4/9/2025 Merit Financial Group LLC39,314$674K0.0%+31.1%0.254%
3/3/2025 Fluent Financial LLC17,030$291K0.1%+45.2%0.107%
2/24/2025 Liberty Square Wealth Partners LLC31,857$547K0.2%N/A0.200%
2/18/2025MidWestOne Financial Group Inc.171,171$2.93M0.4%+21.0%1.137%
2/17/2025Bank of America Corp DE2,831,063$48.38M0.0%+4.3%18.811%
2/17/2025Ameriprise Financial Inc.407,821$6.98M0.0%+32.3%2.710%
2/14/2025FAS Wealth Partners Inc.39,244$671K0.1%+3.6%0.261%
2/14/2025 Rehmann Capital Advisory Group62,113$1.06M0.1%-6.6%0.413%
2/14/2025Comerica Bank43,927$751K0.0%+495.0%0.292%
2/14/2025 Prosperity Consulting Group LLC185,647$3.17M0.2%-3.7%1.234%
2/14/2025Integrated Wealth Concepts LLC182,524$3.12M0.0%+162.2%1.213%
2/14/2025Stifel Financial Corp209,624$3.58M0.0%-2.1%1.393%
2/14/2025 Transce3nd LLC10,731$183K0.1%N/A0.071%
2/14/2025MML Investors Services LLC101,611$1.74M0.0%-0.6%0.675%
2/14/2025 Freedom Investment Management Inc.77,911$1.33M0.1%+0.8%0.518%
2/13/2025 M Holdings Securities Inc.567,971$9.71M1.5%-0.8%3.774%
2/13/2025 Summit Investment Advisors Inc.51,340$877K0.8%+7.0%0.341%
2/13/2025Raymond James Financial Inc.73,822$1.26M0.0%N/A0.491%
2/13/2025 Cerity Partners LLC192,652$3.29M0.0%+3.9%1.280%
2/13/2025 Envestnet Asset Management Inc.101,544$1.74M0.0%+12.1%0.675%
2/13/2025Wells Fargo & Company MN621,294$10.62M0.0%-3.2%4.128%
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2/12/2025 JPMorgan Chase & Co.523,960$8.95M0.0%+68.4%3.481%
2/11/2025 LPL Financial LLC553,642$9.46M0.0%-15.0%3.679%
2/11/2025 M Holdings Securities Inc.9,707$166K0.1%-98.3%0.064%
2/11/2025Sei Investments Co.211,622$3.62M0.0%+3.4%1.406%
2/11/2025 Condor Capital Management205,433$3.51M0.3%+3.5%1.365%
2/10/2025 Commonwealth Equity Services LLC29,592$506K0.0%+17.2%0.197%
2/7/2025 HighTower Advisors LLC15,811$270K0.0%-9.7%0.105%
2/6/2025Raymond James Financial Inc.73,822$1.26M0.0%N/A0.491%
2/6/2025 Detalus Advisors LLC19,953$341K0.1%-29.1%0.133%
2/6/2025 Jones Financial Companies Lllp20,309$347K0.0%+98.3%0.135%
(Data available from 1/1/2016 forward)

SMB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SMB shares?

During the previous two years, 96 institutional investors and hedge funds held shares of VanEck Short Muni ETF. The most heavily invested institutionals were Bank of America Corp DE ($32.46M), Allworth Financial LP ($32.23M), M Holdings Securities Inc. ($11.66M), Wells Fargo & Company MN ($10.62M), JPMorgan Chase & Co. ($8.85M), LPL Financial LLC ($8.64M), and Dohj LLC ($6.60M).Learn more on VanEck Short Muni ETF's institutional investors.

Which institutional investors have been buying VanEck Short Muni ETF's stock?

Of the 77 institutional investors that purchased VanEck Short Muni ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Allworth Financial LP ($1.08M), Jane Street Group LLC ($862.11K), Cerity Partners LLC ($458.64K), Dohj LLC ($398.35K), JPMorgan Chase & Co. ($312.16K), MY Wealth Management Inc. ($253.24K), and Prosperity Consulting Group LLC ($236.60K).

How much institutional buying is happening at VanEck Short Muni ETF?

Institutional investors have bought a total of 3,186,131 shares in the last 24 months. This purchase volume represents approximately $54.63M in transactions.

Which of VanEck Short Muni ETF's major shareholders have been selling company stock?

Of the 37 institutional investors that sold VanEck Short Muni ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: M Holdings Securities Inc. ($567.64K), Bank of America Corp DE ($185.71K), LPL Financial LLC ($146.84K), Integrated Wealth Concepts LLC ($101.27K), Jane Street Group LLC ($72.37K), Diversified Portfolios Inc. ($64.92K), and Rehmann Capital Advisory Group ($49.50K).

How much institutional selling is happening at VanEck Short Muni ETF?

Institutional investors have sold a total of 1,527,392 shares in the last 24 months. This volume of shares sold represents approximately $26.21M in transactions.



This page (BATS:SMB) was last updated on 8/15/2025 by MarketBeat.com Staff
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