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VanEck Morningstar SMID Moat ETF (SMOT) Institutional Ownership

VanEck Morningstar SMID Moat ETF logo
$36.01 +1.28 (+3.69%)
As of 07/3/2025 01:04 PM Eastern
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Institutional Ownership Changes (13F Filings) for VanEck Morningstar SMID Moat ETF (BATS:SMOT)

Number of
Institutional Buyers
(last 12 months)
79
Total
Institutional Inflows
(last 12 months)
$130.61M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$38.86M
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SMOT Institutional Buying and Selling by Quarter

VanEck Morningstar SMID Moat ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/27/2025Goldman Sachs Group Inc.28,083$921K0.0%N/A0.230%
5/22/2025Mattson Financial Services LLC41,658$1.37M0.4%-13.4%0.389%
5/16/2025Great Lakes Advisors LLC933,735$30.62M0.3%N/A8.726%
5/16/2025Goldman Sachs Group Inc.28,083$921K0.0%N/A0.262%
5/16/2025Coordinated Financial Services Inc. CO16,999$557K0.4%N/A0.159%
5/16/2025Ancora Advisors LLC11,740$385K0.0%+10.9%0.110%
5/15/2025Family Office Research LLC80,189$2.63M1.3%-5.6%0.749%
5/15/2025Royal Bank of Canada12,360$405K0.0%N/A0.116%
5/15/2025Calton & Associates Inc.8,794$288K0.1%N/A0.082%
5/14/2025Comerica Bank10,953$359K0.0%+2,090.6%0.102%
5/14/2025Apexium Financial LP343,495$11.26M0.7%+3.6%3.210%
5/14/2025Kestra Advisory Services LLC150,570$4.94M0.0%+4.5%1.407%
5/13/2025Raymond James Financial Inc.265,327$8.70M0.0%+8.5%2.480%
5/13/2025HighTower Advisors LLC58,536$1.92M0.0%+12.6%0.547%
5/12/2025AlphaCore Capital LLC14,350$471K0.0%N/A0.134%
5/8/2025Atlas Wealth LLC15,035$493K0.2%+32.2%0.130%
5/8/2025Mesirow Financial Investment Management Inc.268,972$8.82M0.2%-2.9%2.329%
5/7/2025Creekside Partners65,018$2.13M1.1%+4.4%0.563%
5/7/2025Financial Management Network Inc.555,222$18.21M3.8%+5.3%4.807%
5/7/2025Maridea Wealth Management LLC7,421$243K0.1%-20.8%0.064%
5/7/2025LPL Financial LLC1,270,143$41.65M0.0%+16.7%10.997%
5/6/2025Cetera Investment Advisers89,193$2.93M0.0%+6.7%0.772%
5/6/2025Principle Wealth Partners LLC806,266$26.44M1.9%+3.3%6.981%
5/6/2025Soundwatch Capital LLC7,785$255K0.1%-4.9%0.067%
5/5/2025IFP Advisors Inc6,867$225K0.0%+8.8%0.059%
5/5/2025Calton & Associates Inc.24,901$817K0.1%N/A0.216%
5/5/2025Private Advisor Group LLC7,780$255K0.0%-9.8%0.067%
5/2/2025Patton Albertson Miller Group LLC31,270$1.03M0.2%-4.2%0.292%
5/1/2025Stephens Inc. AR50,004$1.64M0.0%+27.3%0.433%
5/1/2025Acorn Wealth Advisors LLC38,638$1.27M0.5%+3.8%0.335%
5/1/2025Stegent Equity Advisors Inc.50,622$1.66M1.7%+15.7%0.438%
4/29/2025Capital Investment Advisory Services LLC10,651$349K0.0%+4.1%0.092%
4/28/2025Private Trust Co. NA4,039$132K0.0%+353.8%0.035%
4/28/2025Rovin Capital UT ADV13,709$450K0.1%N/A0.119%
4/25/2025IRON Financial LLC18,213$597K0.3%-3.4%0.158%
4/24/2025TPG Advisors LLC55,346$1.82M1.4%+16.2%0.479%
4/24/2025Etesian Wealth Advisors Inc.8,185$268K0.1%-17.2%0.071%
4/24/2025Tranquility Partners LLC13,400$439K0.2%+16.4%0.116%
4/22/2025Cambridge Investment Research Advisors Inc.84,297$2.76M0.0%-25.6%0.730%
4/22/2025Woodmont Investment Counsel LLC175,044$5.74M0.4%+6.8%1.516%
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4/17/2025Janney Montgomery Scott LLC31,022$1.02M0.0%+8.0%0.269%
4/14/2025Farther Finance Advisors LLC226,920$7.46M0.2%-18.3%1.787%
4/14/2025Whitaker Myers Wealth Managers LTD.6,650$218K0.1%+13.0%0.052%
4/9/2025Gradient Investments LLC1,212,034$39.74M0.8%+8.3%9.544%
4/8/2025Lowe Wealth Advisors LLC20,424$670K0.3%+10.9%0.161%
3/10/2025Mattson Financial Services LLC48,123$1.69M0.5%-2.9%0.391%
3/5/2025Copley Financial Group Inc.15,628$539K0.4%+112.6%0.127%
2/18/2025Stonebridge Financial Planning Group LLC16,416$566K0.3%+64.3%0.155%
2/17/2025EP Wealth Advisors LLC62,950$2.17M0.0%-3.7%0.594%
2/17/2025Cetera Investment Advisers83,567$2.88M0.0%+11.1%0.788%
2/17/2025Bank of America Corp DE748,501$25.80M0.0%+7.6%7.061%
2/17/2025Ancora Advisors LLC10,586$365K0.0%-5.8%0.100%
2/14/2025Mercer Global Advisors Inc. ADV75,151$2.59M0.0%+3.8%0.709%
2/14/2025Capital Analysts LLC9,617$331K0.0%+23.0%0.091%
2/14/2025IHT Wealth Management LLC20,050$691K0.0%N/A0.189%
2/14/2025Stifel Financial Corp49,586$1.71M0.0%-2.6%0.468%
2/14/2025MML Investors Services LLC121,107$4.18M0.0%+29.2%1.143%
2/13/2025Mariner LLC13,732$473K0.0%+4.1%0.130%
2/13/2025SageView Advisory Group LLC6,561$226K0.0%N/A0.062%
2/13/2025Family Office Research LLC84,953$2.93M1.3%N/A0.801%
2/13/2025First Foundation Advisors50,953$1.76M0.1%+5.0%0.481%
2/13/2025TRUE Private Wealth Advisors79,681$2.75M0.3%+13.0%0.752%
2/13/2025Raymond James Financial Inc.244,510$8.43M0.0%N/A2.307%
2/13/2025Envestnet Asset Management Inc.10,010$345K0.0%-9.5%0.094%
2/12/2025Maridea Wealth Management LLC9,373$323K0.1%N/A0.088%
2/11/2025Woodmont Investment Counsel LLC163,937$5.65M0.4%+2.8%1.547%
2/11/2025LPL Financial LLC1,088,476$37.52M0.0%+17.1%10.269%
2/11/2025Atlas Wealth LLC11,374$392K0.1%+10.0%0.107%
2/10/2025Thrivent Financial for Lutherans12,446$429K0.0%-7.5%0.117%
2/10/2025First Financial Group Corp22,266$768K0.8%N/A0.210%
2/10/2025Commonwealth Equity Services LLC23,244$801K0.0%+23.7%0.219%
2/10/2025Farther Finance Advisors LLC277,580$9.57M0.3%+3,965,328.6%2.619%
2/7/2025HighTower Advisors LLC52,001$1.79M0.0%-9.0%0.491%
2/7/2025Coordinated Financial Services Inc.16,551$571K0.4%N/A0.156%
2/7/2025Mesirow Financial Investment Management Inc.276,972$9.55M0.2%+6.9%2.613%
2/6/2025Raymond James Financial Inc.244,510$8.43M0.0%N/A2.307%
2/6/2025M&T Bank Corp6,475$223K0.0%N/A0.061%
2/6/2025Atria Investments Inc9,085$313K0.0%-5.8%0.086%
2/6/2025Steward Partners Investment Advisory LLC49,728$1.71M0.0%+15.9%0.469%
2/6/2025Jones Financial Companies Lllp34,774$1.20M0.0%+136.0%0.328%
2/5/2025TPG Advisors LLC47,625$1.64M1.3%+1.6%0.449%
2/5/2025Stegent Equity Advisors Inc.43,735$1.51M1.5%+105.7%0.413%
2/4/2025Lake Street Advisors Group LLC9,088$313K0.0%+15.0%0.086%
2/4/2025Acorn Wealth Advisors LLC37,226$1.28M0.5%+3.7%0.351%
2/4/2025Brown Financial Advisors71,601$2.47M1.0%-24.7%0.675%
2/4/2025IFP Advisors Inc6,310$218K0.0%+249.4%0.060%
2/3/2025Eubel Brady & Suttman Asset Management Inc.80,962$2.79M0.4%+1.4%0.764%
2/3/2025Private Advisor Group LLC8,629$297K0.0%-4.6%0.081%
2/3/2025Financial Management Network Inc.527,215$18.26M3.8%+3.7%4.974%
1/31/2025Truist Financial Corp64,678$2.23M0.0%-12.5%0.610%
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1/31/2025Sanctuary Advisors LLC23,394$859K0.0%-4.1%0.221%
1/31/2025Sierra Ocean LLC4,226$146K0.1%N/A0.040%
1/29/2025Tranquility Partners LLC11,508$397K0.1%+8.8%0.109%
1/29/2025Paladin Wealth LLC30,717$1.06M0.9%-21.0%0.290%
1/29/2025Principle Wealth Partners LLC780,194$26.89M1.9%+0.5%7.360%
1/28/2025Stiles Financial Services Inc19,679$678K0.2%+47.1%0.186%
1/28/2025Stephens Inc. AR39,278$1.35M0.0%+4.8%0.371%
1/28/2025Global X Japan Co. Ltd.6,016$207K0.0%+20.2%0.057%
1/27/2025Etesian Wealth Advisors Inc.9,889$341K0.2%-7.8%0.093%
1/24/2025GPS Wealth Strategies Group LLC1,080$37K0.0%-26.8%0.010%
(Data available from 1/1/2016 forward)

SMOT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SMOT shares?

During the previous two years, 102 institutional investors and hedge funds held shares of VanEck Morningstar SMID Moat ETF. The most heavily invested institutionals were LPL Financial LLC ($41.65M), Gradient Investments LLC ($39.74M), Great Lakes Advisors LLC ($30.62M), Principle Wealth Partners LLC ($26.44M), Bank of America Corp DE ($25.80M), Financial Management Network Inc. ($18.21M), and Apexium Financial LP ($11.26M).Learn more on VanEck Morningstar SMID Moat ETF's institutional investors.

Which institutional investors have been buying VanEck Morningstar SMID Moat ETF's stock?

Of the 99 institutional investors that purchased VanEck Morningstar SMID Moat ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Gradient Investments LLC ($1.89M), Great Lakes Advisors LLC ($933.74K), Principle Wealth Partners LLC ($639.49K), LPL Financial LLC ($584.15K), Raymond James Financial Inc. ($509.84K), Farther Finance Advisors LLC ($277.57K), and Mesirow Financial Investment Management Inc. ($276.97K).

How much institutional buying is happening at VanEck Morningstar SMID Moat ETF?

Institutional investors have bought a total of 3,914,360 shares in the last 24 months. This purchase volume represents approximately $130.61M in transactions.

Which of VanEck Morningstar SMID Moat ETF's major shareholders have been selling company stock?

Of the 34 institutional investors that sold VanEck Morningstar SMID Moat ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Thrivent Financial for Lutherans ($545.77K), Gradient Investments LLC ($258.85K), Avalon Capital Management ($60.30K), Farther Finance Advisors LLC ($50.66K), Cambridge Investment Research Advisors Inc. ($29.65K), Raymond James & Associates ($27.42K), and Brown Financial Advisors ($23.55K).

How much institutional selling is happening at VanEck Morningstar SMID Moat ETF?

Institutional investors have sold a total of 1,132,036 shares in the last 24 months. This volume of shares sold represents approximately $38.86M in transactions.


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This page (BATS:SMOT) was last updated on 7/4/2025 by MarketBeat.com Staff
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