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VanEck Morningstar SMID Moat ETF (SMOT) Institutional Ownership

VanEck Morningstar SMID Moat ETF logo
$36.26 +1.53 (+4.42%)
Closing price 03:59 PM Eastern
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$36.25 -0.01 (-0.04%)
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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)
$122.75M
Number of
Institutional Sellers
(last 12 months)
35
Total
Institutional Outflows
(last 12 months)
$39.58M
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SMOT Institutional Buying and Selling by Quarter

VanEck Morningstar SMID Moat ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/25/2025IRON Financial LLC18,601$647K0.3%+2.1%0.167%
7/24/2025 Etesian Wealth Advisors Inc.7,146$249K0.1%-12.7%0.064%
7/24/2025 Stiles Financial Services Inc20,335$708K0.2%+4.6%0.183%
7/24/2025 Coordinated Financial Services Inc.22,368$778K0.5%N/A0.201%
7/23/2025 First Financial Group Corp24,551$854K0.8%+9.3%0.221%
7/22/2025 Woodmont Investment Counsel LLC175,639$6.11M0.4%+0.3%1.578%
7/22/2025 Apexium Financial LP324,756$11.30M0.6%-5.5%2.918%
7/18/2025 TPG Advisors LLC56,716$1.97M1.4%+2.5%0.510%
7/17/2025 Janney Montgomery Scott LLC24,875$866K0.0%-19.8%0.223%
7/17/2025 Patton Albertson Miller Group LLC14,507$505K0.1%-53.6%0.130%
7/16/2025 Beaumont Financial Advisors LLC31,980$1.11M0.1%-3.7%0.287%
7/11/2025 Farther Finance Advisors LLC153,785$5.35M0.1%-32.2%1.257%
7/10/2025 Wealth Enhancement Advisory Services LLC55,629$2.00M0.0%N/A0.455%
7/10/2025 Financial Management Network Inc.561,077$20.19M3.6%+1.1%4.588%
7/9/2025 Fermata Advisors LLC8,570$298K0.1%N/A0.070%
7/8/2025 Paladin Wealth LLC32,937$1.15M0.9%+6.8%0.269%
7/8/2025 Gradient Investments LLC1,236,426$43.03M0.8%+2.0%10.110%
7/8/2025 Lowe Wealth Advisors LLC19,892$692K0.3%-2.6%0.163%
7/7/2025 Whitaker Myers Wealth Managers LTD.7,230$252K0.1%+8.7%0.059%
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%
5/14/2025 Apexium 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%
5/7/2025 Financial Management Network Inc.555,222$18.21M3.8%+5.3%4.807%
5/7/2025 Maridea Wealth Management LLC7,421$243K0.1%-20.8%0.064%
5/7/2025LPL Financial LLC1,270,143$41.65M0.0%+16.7%10.997%
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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%
5/5/2025 IFP 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%
5/2/2025 Patton 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%
4/24/2025 TPG Advisors LLC55,346$1.82M1.4%+16.2%0.479%
4/24/2025 Etesian 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%
4/22/2025 Woodmont Investment Counsel LLC175,044$5.74M0.4%+6.8%1.516%
4/17/2025 Janney Montgomery Scott LLC31,022$1.02M0.0%+8.0%0.269%
4/14/2025 Farther Finance Advisors LLC226,920$7.46M0.2%-18.3%1.787%
4/14/2025 Whitaker Myers Wealth Managers LTD.6,650$218K0.1%+13.0%0.052%
4/9/2025 Gradient Investments LLC1,212,034$39.74M0.8%+8.3%9.544%
4/8/2025 Lowe 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%
2/12/2025 Maridea Wealth Management LLC9,373$323K0.1%N/A0.088%
2/11/2025 Woodmont 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%
2/10/2025 First Financial Group Corp22,266$768K0.8%N/A0.210%
2/10/2025Commonwealth Equity Services LLC23,244$801K0.0%+23.7%0.219%
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2/10/2025 Farther 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%
2/7/2025 Coordinated 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%
2/5/2025 TPG Advisors LLC47,625$1.64M1.3%+1.6%0.449%
(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, 104 institutional investors and hedge funds held shares of VanEck Morningstar SMID Moat ETF. The most heavily invested institutionals were Gradient Investments LLC ($43.03M), LPL Financial LLC ($41.65M), Great Lakes Advisors LLC ($30.62M), Principle Wealth Partners LLC ($26.44M), Bank of America Corp DE ($25.80M), Financial Management Network Inc. ($20.19M), and Apexium Financial LP ($11.30M).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 101 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 ($1.91M), 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 3,657,730 shares in the last 24 months. This purchase volume represents approximately $122.75M in transactions.

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

Of the 35 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), Farther Finance Advisors LLC ($123.80K), Cambridge Investment Research Advisors Inc. ($29.65K), Patton Albertson Miller Group LLC ($29.16K), Brown Financial Advisors ($23.55K), and Apexium Financial LP ($18.74K).

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

Institutional investors have sold a total of 1,144,481 shares in the last 24 months. This volume of shares sold represents approximately $39.58M in transactions.



This page (BATS:SMOT) was last updated on 7/25/2025 by MarketBeat.com Staff
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