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VanEck Short Muni ETF (SMB) Institutional Ownership

VanEck Short Muni ETF logo
$17.24 -0.01 (-0.06%)
As of 11:08 AM Eastern
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Institutional Ownership Changes (13F Filings) for VanEck Short Muni ETF (BATS:SMB)

Number of
Institutional Buyers
(last 12 months)
67
Total
Institutional Inflows
(last 12 months)
$53.50M
Number of
Institutional Sellers
(last 12 months)
44
Total
Institutional Outflows
(last 12 months)
$35.73M
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Skip Chart & View Institutional Buying and Selling Data

SMB Institutional Buying and Selling by Quarter

VanEck Short Muni ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/9/2026 Valeo Financial Advisors LLC134,006$2.33M0.0%-2.0%0.840%
6/3/2026NewEdge Advisors LLC38,236$661K0.0%N/A0.240%
5/19/2026NewEdge Advisors LLC21,608$374K0.0%N/A0.135%
5/19/2026Bank of America Corp DE1,609,451$27.84M0.0%-22.5%10.091%
5/19/2026Arkadios Wealth Advisors35,566$615K0.0%+1.8%0.223%
5/18/2026 EverSource Wealth Advisors LLC2,546$44K0.0%-87.3%0.016%
5/18/2026Royal Bank of Canada13,430$233K0.0%-4.6%0.084%
5/14/2026Sei Investments Co.294,606$5.10M0.0%-2.2%1.847%
5/13/2026Cetera Investment Advisers51,920$898K0.0%+2.2%0.326%
5/6/2026 Independent Financial Group LLC44,477$769K0.0%N/A0.279%
5/6/2026Prosperity Consulting Group LLC103,159$1.79M0.1%-11.5%0.647%
5/1/2026Fifth 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%
4/27/2026Private Advisor Group LLC84,500$1.46M0.0%-2.9%0.530%
4/23/2026Detalus Advisors LLC14,234$246K0.1%-26.0%0.089%
4/22/2026Janney Montgomery Scott LLC145,836$2.52M0.0%N/A0.914%
4/16/2026 Kavar Capital Partners Group LLC12,500$216K0.0%N/A0.078%
2/18/2026Beacon Pointe Advisors LLC45,661$795K0.0%N/A0.286%
2/18/2026FAS Wealth Partners Inc.47,874$833K0.1%+12.5%0.300%
2/17/2026Cetera Investment Advisers50,790$884K0.0%+6.1%0.318%
2/17/2026Osaic Holdings Inc.163,035$2.84M0.0%-2.5%1.022%
2/16/2026MML Investors Services LLC123,872$2.16M0.0%+8.4%0.777%
2/13/2026Kestra Advisory Services LLC5,452$95K0.0%N/A0.034%
2/13/2026Stifel Financial Corp346,833$6.04M0.0%+0.2%2.175%
2/13/2026Karpus Management Inc.3,500$61K0.0%N/A0.022%
2/13/2026Integrated 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%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC8,584$149K0.0%N/A0.054%
2/13/2026Wells Fargo & Company MN553,954$9.64M0.0%+0.4%3.473%
2/12/2026Jane 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%
2/11/2026M Holdings Securities Inc.22,973$400K0.0%-78.8%0.144%
2/11/2026Cerity Partners LLC238,103$4.15M0.0%+4.6%1.493%
2/11/2026LPL Financial LLC635,320$11.06M0.0%+6.9%3.983%
2/11/2026JPMorgan Chase & Co.548,620$9.55M0.0%+3.0%3.440%
2/11/2026Liberty 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%
2/10/2026Savant Capital LLC324,280$5.65M0.0%-1.2%2.033%
2/9/2026Strategic Financial Concepts LLC13,587$237K0.2%N/A0.085%
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2/6/2026 EverSource Wealth Advisors LLC19,977$348K0.0%+13.6%0.125%
2/6/2026Condor Capital Management221,906$3.86M0.3%+1.2%1.391%
2/6/2026Axxcess Wealth Management LLC19,400$338K0.0%+10.9%0.122%
2/6/2026Global Retirement Partners LLC21,684$378K0.0%+809.2%0.136%
2/6/2026HighTower 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%
2/5/2026Allworth Financial LP2,165,925$37.71M0.2%+7.6%13.579%
2/4/2026Shade 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%
2/3/2026Detalus 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%
1/29/2026UBS Group AG292,159$5.09M0.0%-6.6%1.832%
1/29/2026Concurrent 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%
1/23/2026Westside 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%
1/22/2026Willis Johnson & Associates Inc.210,845$3.67M0.2%-0.3%1.322%
1/22/2026Vicus Capital12,053$210K0.0%N/A0.076%
1/21/2026Prime 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%
1/20/2026Ascent Group LLC45,538$793K0.0%+9.7%0.286%
1/9/2026Capital 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%
1/1/2026JPMorgan Chase & Co.532,734$9.28M0.0%+4.0%3.340%
12/2/2025Allworth Financial LP2,013,157$35.07M0.2%+7.8%12.622%
12/2/2025 IFP Advisors Inc7,050$123K0.0%-11.9%0.044%
11/25/2025LWM Advisory Services LLC52,187$909K0.5%N/A0.327%
11/24/2025Cherry Tree Wealth Management LLC8,608$150K0.0%-19.0%0.054%
11/17/2025Susquehanna International Group LLP11,918$208K0.0%+11.1%0.075%
11/17/2025Prosperity Consulting Group LLC131,390$2.29M0.1%-21.4%0.824%
11/17/2025Integrated Wealth Concepts LLC49,696$866K0.0%-63.7%0.312%
11/17/2025Bank of America Corp DE1,960,445$34.15M0.0%+4.2%12.291%
11/17/2025Ameriprise Financial Inc.402,808$7.02M0.0%+6.4%2.525%
11/14/2025Raymond James Financial Inc.902,016$15.71M0.0%+1,076.2%5.655%
11/14/2025Equitable Holdings Inc.15,285$266K0.0%-29.3%0.096%
11/14/2025One Capital Management LLC19,270$336K0.0%-25.0%0.121%
11/14/2025Comerica Bank36,544$637K0.0%-16.8%0.229%
11/14/2025M Holdings Securities Inc.108,545$1.89M0.4%-83.9%0.681%
11/13/2025Sei Investments Co.251,069$4.37M0.0%-4.9%1.574%
11/13/2025UBS Group AG312,836$5.45M0.0%+1.5%1.961%
11/13/2025Private Advisor Group LLC87,248$1.52M0.0%+28.5%0.547%
11/12/2025Brand Asset Management Group Inc.12,318$215K0.1%N/A0.077%
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11/10/2025 EverSource Wealth Advisors LLC17,582$306K0.0%+45.7%0.110%
11/7/2025Condor Capital Management219,258$3.82M0.3%+1.9%1.375%
11/7/2025Axxcess Wealth Management LLC17,500$305K0.0%-11.6%0.110%
11/7/2025JPMorgan Chase & Co.532,734$9.28M0.0%+4.0%3.340%
11/6/2025MidWestOne Financial Group Inc.214,218$3.73M0.5%+5.1%1.343%
11/6/2025Willis Johnson & Associates Inc.211,425$3.68M0.2%-0.6%1.326%
11/5/2025Prime Capital Investment Advisors LLC29,658$517K0.0%+8.1%0.186%
11/5/2025 Flagship Harbor Advisors LLC12,133$211K0.0%+9.0%0.076%
11/5/2025Savant Capital LLC328,291$5.72M0.0%N/A2.058%
11/5/2025Envestnet Asset Management Inc.48,517$845K0.0%-8.6%0.304%


SMB Institutional Ownership - Frequently Asked Questions

During the previous two years, 110 institutional investors and hedge funds held shares of VanEck Short Muni ETF. The most heavily invested institutionals were Allworth Financial LP ($37.71M), 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 94 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 3,077,717 shares in the last 24 months. This purchase volume represents approximately $53.50M in transactions.

Of the 44 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: Bank of America Corp DE ($653.21K), M Holdings Securities Inc. ($652.29K), Integrated Wealth Concepts LLC ($118.89K), Miracle Mile Advisors LLC ($107.30K), Diversified Portfolios Inc. ($64.92K), Prosperity Consulting Group LLC ($57.97K), and Envestnet Asset Management Inc. ($47.93K).

Institutional investors have sold a total of 2,059,333 shares in the last 24 months. This volume of shares sold represents approximately $35.73M in transactions.


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This page (BATS:SMB) was last updated on 7/28/2026 by MarketBeat.com Staff.
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