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VanEck Short Muni ETF (SMB) Institutional Ownership

VanEck Short Muni ETF logo
$16.92 0.00 (0.00%)
Closing price 09/25/2026 04:10 PM Eastern
Extended Trading
$16.91 -0.01 (-0.06%)
As of 09/25/2026 04:15 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

Institutional Ownership Changes (13F Filings) for VanEck Short Muni ETF (BATS:SMB)

Number of
Institutional Buyers
(last 12 months)
69
Total
Institutional Inflows
(last 12 months)
$48.98M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$29.99M
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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
9/23/2026 Envestnet Portfolio Solutions Inc.21,587$375K0.0%-18.5%0.135%
9/23/2026 Envestnet Asset Management Inc.64,434$1.12M0.0%-3.0%0.404%
9/15/2026 Cherry Tree Wealth Management LLC9,791$170K0.0%+36.8%0.061%
9/9/2026 Integrated Wealth Concepts LLC65,073$1.13M0.0%+47.6%0.408%
9/9/2026 RFG Advisory LLC14,109$245K0.0%N/A0.088%
9/9/2026 NewEdge Advisors LLC27,353$506K0.0%-28.5%0.171%
9/8/2026 Allworth Financial LP2,277,664$39.55M0.2%-4.1%14.280%
8/23/2026 IMPACTfolio LLC174,525$3.03M1.1%+0.9%1.094%
8/23/2026 PCG Wealth Advisors LLC6,987$121K0.0%N/A0.044%
8/22/2026 TD Waterhouse Canada Inc.3,038$53K0.0%N/A0.019%
8/20/2026 JNBA Financial Advisors20,996$364K0.0%N/A0.132%
7/9/2026 Valeo Financial Advisors LLC134,006$2.33M0.0%-2.0%0.840%
6/3/2026 NewEdge Advisors LLC38,236$661K0.0%N/A0.240%
5/19/2026 NewEdge Advisors LLC21,608$374K0.0%N/A0.135%
5/19/2026 Bank of America Corp DE1,609,451$27.84M0.0%-22.5%10.091%
5/19/2026 Arkadios Wealth Advisors35,566$615K0.0%+1.8%0.223%
5/18/2026 EverSource Wealth Advisors LLC2,546$44K0.0%-87.3%0.016%
5/18/2026 Royal Bank of Canada13,430$233K0.0%-4.6%0.084%
5/14/2026 Sei Investments Co.294,606$5.10M0.0%-2.2%1.847%
5/13/2026 Cetera Investment Advisers51,920$898K0.0%+2.2%0.326%
5/6/2026 Independent Financial Group LLC44,477$769K0.0%N/A0.279%
5/6/2026 Prosperity Consulting Group LLC103,159$1.79M0.1%-11.5%0.647%
5/1/2026 Fifth Third Bancorp46,386$802K0.0%N/A0.291%
4/30/2026 IMPACTfolio LLC172,924$2.99M1.3%+5.6%1.084%
4/29/2026 ORBA Wealth Advisors L.L.C.28,752$497K0.6%+99.9%0.180%
4/27/2026 Private Advisor Group LLC84,500$1.46M0.0%-2.9%0.530%
4/23/2026 Detalus Advisors LLC14,234$246K0.1%-26.0%0.089%
4/22/2026 Janney Montgomery Scott LLC145,836$2.52M0.0%N/A0.914%
4/16/2026 Kavar Capital Partners Group LLC12,500$216K0.0%N/A0.078%
2/18/2026 Beacon Pointe Advisors LLC45,661$795K0.0%N/A0.286%
2/18/2026 FAS Wealth Partners Inc.47,874$833K0.1%+12.5%0.300%
2/17/2026 Cetera Investment Advisers50,790$884K0.0%+6.1%0.318%
2/17/2026 Osaic Holdings Inc.163,035$2.84M0.0%-2.5%1.022%
2/16/2026 MML Investors Services LLC123,872$2.16M0.0%+8.4%0.777%
2/13/2026 Kestra Advisory Services LLC5,452$95K0.0%N/A0.034%
2/13/2026 Stifel Financial Corp346,833$6.04M0.0%+0.2%2.175%
2/13/2026 Karpus Management Inc.3,500$61K0.0%N/A0.022%
2/13/2026 Integrated Wealth Concepts LLC18,039$314K0.0%-63.7%0.113%
2/13/2026 Golden State Wealth Management LLC8,414$146K0.0%+60.7%0.053%
2/13/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC8,584$149K0.0%N/A0.054%
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2/13/2026 Wells Fargo & Company MN553,954$9.64M0.0%+0.4%3.473%
2/12/2026 Jane Street Group LLC43,437$756K0.0%+189.0%0.272%
2/12/2026MIdWestOne Financial Group Inc.206,858$3.60M0.4%-3.4%1.297%
2/11/2026 M Holdings Securities Inc.22,973$400K0.0%-78.8%0.144%
2/11/2026 Cerity Partners LLC238,103$4.15M0.0%+4.6%1.493%
2/11/2026 LPL Financial LLC635,320$11.06M0.0%+6.9%3.983%
2/11/2026 JPMorgan Chase & Co.548,620$9.55M0.0%+3.0%3.440%
2/11/2026 Liberty Square Wealth Partners LLC21,955$382K0.1%-33.5%0.138%
2/11/2026 J.W. Cole Advisors Inc.29,395$512K0.0%N/A0.184%
2/10/2026 Savant Capital LLC324,280$5.65M0.0%-1.2%2.033%
2/9/2026 Strategic Financial Concepts LLC13,587$237K0.2%N/A0.085%
2/6/2026 EverSource Wealth Advisors LLC19,977$348K0.0%+13.6%0.125%
2/6/2026 Condor Capital Management221,906$3.86M0.3%+1.2%1.391%
2/6/2026 Axxcess Wealth Management LLC19,400$338K0.0%+10.9%0.122%
2/6/2026 Global Retirement Partners LLC21,684$378K0.0%+809.2%0.136%
2/6/2026 HighTower Advisors LLC18,950$330K0.0%+47.1%0.119%
2/6/2026 Envestnet Portfolio Solutions Inc.27,731$483K0.0%N/A0.174%
2/6/2026 Stronghold Wealth Management L.L.C.29,976$522K0.8%N/A0.188%
2/5/2026 ORBA Wealth Advisors L.L.C.14,384$250K0.2%N/A0.090%
2/5/2026 Allworth Financial LP2,165,925$37.71M0.2%+7.6%13.579%
2/4/2026 Shade Tree Advisors LLC26,934$469K0.4%N/A0.169%
2/4/2026 Valeo Financial Advisors LLC157,000$2.73M0.1%N/A0.984%
2/3/2026 International Assets Investment Management LLC2,450$43K0.0%N/A0.015%
2/3/2026 Detalus Advisors LLC19,238$335K0.1%-7.5%0.121%
2/2/2026 Composition Wealth LLC278,329$4.85M0.1%-7.0%1.745%
1/29/2026Comerica Bank44,347$772K0.0%+21.4%0.278%
1/29/2026 UBS Group AG292,159$5.09M0.0%-6.6%1.832%
1/29/2026 Concurrent Investment Advisors LLC10,994$191K0.0%N/A0.069%
1/27/2026 Juncture Wealth Strategies LLC20,495$357K0.1%-34.7%0.128%
1/26/2026 PFG Investments LLC12,405$216K0.0%-5.1%0.078%
1/23/2026 Westside Investment Management Inc.68,524$1.19M0.2%+0.9%0.430%
1/22/2026 Bartlett & CO. Wealth Management LLC55,363$964K0.0%+20.1%0.347%
1/22/2026 Willis Johnson & Associates Inc.210,845$3.67M0.2%-0.3%1.322%
1/22/2026 Vicus Capital12,053$210K0.0%N/A0.076%
1/21/2026 Prime Capital Investment Advisors LLC11,055$192K0.0%-62.7%0.069%
1/21/2026 Flagship Harbor Advisors LLC7,134$124K0.0%-41.2%0.045%
1/20/2026 Ascent Group LLC45,538$793K0.0%+9.7%0.286%
1/9/2026 Capital Asset Advisory Services LLC19,400$337K0.0%+10.9%0.122%
1/8/2026 Gradient Investments LLC132,542$2.31M0.0%+0.9%0.831%
1/8/2026 Wealth Enhancement Advisory Services LLC20,277$352K0.0%-19.2%0.127%
1/7/2026 MassMutual Private Wealth & Trust FSB11,176$195K0.0%-20.0%0.070%
1/7/2026 IMPACTfolio LLC163,790$2.85M1.2%+2.5%1.027%
1/1/2026 JPMorgan Chase & Co.532,734$9.28M0.0%+4.0%3.340%
12/2/2025 Allworth Financial LP2,013,157$35.07M0.2%+7.8%12.622%
12/2/2025 IFP Advisors Inc7,050$123K0.0%-11.9%0.044%
11/25/2025 LWM Advisory Services LLC52,187$909K0.5%N/A0.327%
11/24/2025 Cherry Tree Wealth Management LLC8,608$150K0.0%-19.0%0.054%
11/17/2025 Susquehanna International Group LLP11,918$208K0.0%+11.1%0.075%
11/17/2025 Prosperity Consulting Group LLC131,390$2.29M0.1%-21.4%0.824%
11/17/2025 Integrated Wealth Concepts LLC49,696$866K0.0%-63.7%0.312%
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11/17/2025 Bank of America Corp DE1,960,445$34.15M0.0%+4.2%12.291%
11/17/2025 Ameriprise Financial Inc.402,808$7.02M0.0%+6.4%2.525%
11/14/2025 Raymond James Financial Inc.902,016$15.71M0.0%+1,076.2%5.655%
11/14/2025 Equitable Holdings Inc.15,285$266K0.0%-29.3%0.096%
11/14/2025 One Capital Management LLC19,270$336K0.0%-25.0%0.121%
11/14/2025Comerica Bank36,544$637K0.0%-16.8%0.229%
11/14/2025 M Holdings Securities Inc.108,545$1.89M0.4%-83.9%0.681%
11/13/2025 Sei Investments Co.251,069$4.37M0.0%-4.9%1.574%
11/13/2025 UBS Group AG312,836$5.45M0.0%+1.5%1.961%
11/13/2025 Private Advisor Group LLC87,248$1.52M0.0%+28.5%0.547%


SMB Institutional Ownership - Frequently Asked Questions

During the previous two years, 114 institutional investors and hedge funds held shares of VanEck Short Muni ETF. The most heavily invested institutionals were Allworth Financial LP ($39.55M), Bank of America Corp DE ($27.84M), Raymond James Financial Inc. ($15.71M), LPL Financial LLC ($11.06M), Wells Fargo & Company MN ($9.64M), JPMorgan Chase & Co. ($9.55M), and Ameriprise Financial Inc. ($7.02M).Learn more on VanEck Short Muni ETF's institutional investors.

Of the 97 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 ($1.07M), Raymond James Financial Inc. ($978.68K), JPMorgan Chase & Co. ($368.61K), Savant Capital LLC ($328.29K), MY Wealth Management Inc. ($253.24K), Bank of America Corp DE ($196.54K), and Valeo Financial Advisors LLC ($157K).

Institutional investors have bought a total of 2,815,693 shares in the last 24 months. This purchase volume represents approximately $48.98M in transactions.

Of the 39 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. ($652.29K), Bank of America Corp DE ($467.50K), Integrated Wealth Concepts LLC ($118.89K), Miracle Mile Advisors LLC ($107.30K), Allworth Financial LP ($97.35K), Prosperity Consulting Group LLC ($49.28K), and Composition Wealth LLC ($20.79K).

Institutional investors have sold a total of 1,726,192 shares in the last 24 months. This volume of shares sold represents approximately $29.99M in transactions.



Institutional ownership data for BATS:SMB is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
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