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VanEck Morningstar SMID Moat ETF (SMOT) Institutional Ownership

VanEck Morningstar SMID Moat ETF logo
$33.35 -1.38 (-3.96%)
Closing price 03:54 PM Eastern
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$33.40 +0.05 (+0.15%)
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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)
$129.69M
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
5/22/2025 Mattson Financial Services LLC41,658$1.37M0.4%-13.4%0.389%
5/16/2025 Great Lakes Advisors LLC933,735$30.62M0.3%N/A8.726%
5/16/2025 Goldman Sachs Group Inc.28,083$921K0.0%N/A0.262%
5/16/2025 Coordinated Financial Services Inc. CO16,999$557K0.4%N/A0.159%
5/16/2025 Ancora Advisors LLC11,740$385K0.0%+10.9%0.110%
5/15/2025 Family Office Research LLC80,189$2.63M1.3%-5.6%0.749%
5/15/2025 Royal Bank of Canada12,360$405K0.0%N/A0.116%
5/15/2025 Calton & Associates Inc.8,794$288K0.1%N/A0.082%
5/14/2025 Comerica Bank10,953$359K0.0%+2,090.6%0.102%
5/14/2025 Apexium Financial LP343,495$11.26M0.7%+3.6%3.210%
5/14/2025 Kestra Advisory Services LLC150,570$4.94M0.0%+4.5%1.407%
5/13/2025 Raymond James Financial Inc.265,327$8.70M0.0%+8.5%2.480%
5/13/2025 HighTower Advisors LLC58,536$1.92M0.0%+12.6%0.547%
5/12/2025 AlphaCore Capital LLC14,350$471K0.0%N/A0.134%
5/8/2025 Atlas Wealth LLC15,035$493K0.2%+32.2%0.130%
5/8/2025 Mesirow Financial Investment Management Inc.268,972$8.82M0.2%-2.9%2.329%
5/7/2025 Creekside 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%
5/7/2025 LPL Financial LLC1,270,143$41.65M0.0%+16.7%10.997%
5/6/2025 Cetera Investment Advisers89,193$2.93M0.0%+6.7%0.772%
5/6/2025 Principle Wealth Partners LLC806,266$26.44M1.9%+3.3%6.981%
5/6/2025 Soundwatch Capital LLC7,785$255K0.1%-4.9%0.067%
5/5/2025 IFP Advisors Inc6,867$225K0.0%+8.8%0.059%
5/5/2025 Calton & Associates Inc.24,901$817K0.1%N/A0.216%
5/5/2025 Private 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%
5/1/2025 Stephens Inc. AR50,004$1.64M0.0%+27.3%0.433%
5/1/2025 Acorn Wealth Advisors LLC38,638$1.27M0.5%+3.8%0.335%
5/1/2025 Stegent Equity Advisors Inc.50,622$1.66M1.7%+15.7%0.438%
4/29/2025 Capital Investment Advisory Services LLC10,651$349K0.0%+4.1%0.092%
4/28/2025 Private Trust Co. NA4,039$132K0.0%+353.8%0.035%
4/28/2025 Rovin Capital UT ADV13,709$450K0.1%N/A0.119%
4/25/2025 IRON 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%
4/24/2025 Tranquility Partners LLC13,400$439K0.2%+16.4%0.116%
4/22/2025 Cambridge 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%
Why July 22nd Could Mean Big Changes for Social Security (Ad)

In a stunning move, President Trump has authorized an AI-led transformation of federal agencies, including Social Security — and his plan is set to roll out July 22. What's coming next isn't about trimming waste.

To see the full playbook and how it could impact everyone, click here.
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%
3/10/2025 Mattson 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%
2/18/2025 Stonebridge Financial Planning Group LLC16,416$566K0.3%+64.3%0.155%
2/17/2025 EP Wealth Advisors LLC62,950$2.17M0.0%-3.7%0.594%
2/17/2025 Cetera Investment Advisers83,567$2.88M0.0%+11.1%0.788%
2/17/2025 Bank of America Corp DE748,501$25.80M0.0%+7.6%7.061%
2/17/2025 Ancora Advisors LLC10,586$365K0.0%-5.8%0.100%
2/14/2025 Mercer Global Advisors Inc. ADV75,151$2.59M0.0%+3.8%0.709%
2/14/2025 Capital Analysts LLC9,617$331K0.0%+23.0%0.091%
2/14/2025 IHT Wealth Management LLC20,050$691K0.0%N/A0.189%
2/14/2025 Stifel Financial Corp49,586$1.71M0.0%-2.6%0.468%
2/14/2025 MML Investors Services LLC121,107$4.18M0.0%+29.2%1.143%
2/13/2025 Mariner LLC13,732$473K0.0%+4.1%0.130%
2/13/2025 SageView Advisory Group LLC6,561$226K0.0%N/A0.062%
2/13/2025 Family Office Research LLC84,953$2.93M1.3%N/A0.801%
2/13/2025 First Foundation Advisors50,953$1.76M0.1%+5.0%0.481%
2/13/2025 TRUE Private Wealth Advisors79,681$2.75M0.3%+13.0%0.752%
2/13/2025 Raymond James Financial Inc.244,510$8.43M0.0%N/A2.307%
2/13/2025 Envestnet 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%
2/11/2025 LPL Financial LLC1,088,476$37.52M0.0%+17.1%10.269%
2/11/2025 Atlas Wealth LLC11,374$392K0.1%+10.0%0.107%
2/10/2025 Thrivent Financial for Lutherans12,446$429K0.0%-7.5%0.117%
2/10/2025 First Financial Group Corp22,266$768K0.8%N/A0.210%
2/10/2025 Commonwealth Equity Services LLC23,244$801K0.0%+23.7%0.219%
2/10/2025 Farther Finance Advisors LLC277,580$9.57M0.3%+3,965,328.6%2.619%
2/7/2025 HighTower Advisors LLC52,001$1.79M0.0%-9.0%0.491%
2/7/2025Coordinated Financial Services Inc.16,551$571K0.4%N/A0.156%
2/7/2025 Mesirow Financial Investment Management Inc.276,972$9.55M0.2%+6.9%2.613%
2/6/2025 Raymond James Financial Inc.244,510$8.43M0.0%N/A2.307%
2/6/2025 M&T Bank Corp6,475$223K0.0%N/A0.061%
2/6/2025 Atria Investments Inc9,085$313K0.0%-5.8%0.086%
2/6/2025 Steward Partners Investment Advisory LLC49,728$1.71M0.0%+15.9%0.469%
2/6/2025 Jones 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%
2/5/2025 Stegent 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%
2/4/2025 Acorn Wealth Advisors LLC37,226$1.28M0.5%+3.7%0.351%
2/4/2025 Brown Financial Advisors71,601$2.47M1.0%-24.7%0.675%
2/4/2025 IFP Advisors Inc6,310$218K0.0%+249.4%0.060%
2/3/2025 Eubel Brady & Suttman Asset Management Inc.80,962$2.79M0.4%+1.4%0.764%
2/3/2025 Private Advisor Group LLC8,629$297K0.0%-4.6%0.081%
2/3/2025 Financial Management Network Inc.527,215$18.26M3.8%+3.7%4.974%
1/31/2025 Truist Financial Corp64,678$2.23M0.0%-12.5%0.610%
1/31/2025Sanctuary Advisors LLC23,394$859K0.0%-4.1%0.221%
Why July 22nd Could Mean Big Changes for Social Security (Ad)

In a stunning move, President Trump has authorized an AI-led transformation of federal agencies, including Social Security — and his plan is set to roll out July 22. What's coming next isn't about trimming waste.

To see the full playbook and how it could impact everyone, click here.
1/31/2025 Sierra Ocean LLC4,226$146K0.1%N/A0.040%
1/29/2025 Tranquility Partners LLC11,508$397K0.1%+8.8%0.109%
1/29/2025 Paladin Wealth LLC30,717$1.06M0.9%-21.0%0.290%
1/29/2025 Principle Wealth Partners LLC780,194$26.89M1.9%+0.5%7.360%
1/28/2025 Stiles Financial Services Inc19,679$678K0.2%+47.1%0.186%
1/28/2025 Stephens Inc. AR39,278$1.35M0.0%+4.8%0.371%
1/28/2025 Global X Japan Co. Ltd.6,016$207K0.0%+20.2%0.057%
1/27/2025 Etesian Wealth Advisors Inc.9,889$341K0.2%-7.8%0.093%
1/24/2025 GPS Wealth Strategies Group LLC1,080$37K0.0%-26.8%0.010%
1/24/2025 Comprehensive Financial Consultants Institutional Inc.20,281$699K0.3%N/A0.191%
(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 SMOT's institutional investors.

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

Of the 99 institutional investors that purchased VanEck Morningstar SMID Moat ETF 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 8,324,988 shares in the last 24 months. This purchase volume represents approximately $262.37M in transactions.

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

Of the 38 institutional investors that sold VanEck Morningstar SMID Moat ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Gradient Investments LLC ($709.12K), Thrivent Financial for Lutherans ($545.77K), Avalon Capital Management ($67.44K), Farther Finance Advisors LLC ($50.66K), Cambridge Investment Research Advisors Inc. ($36.56K), 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 1,630,538 shares in the last 24 months. This volume of shares sold represents approximately $54.73M in transactions.


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This page (BATS:SMOT) was last updated on 6/13/2025 by MarketBeat.com Staff
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