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VanEck Morningstar SMID Moat ETF (SMOT) Institutional Ownership

VanEck Morningstar SMID Moat ETF logo
$36.48 -0.24 (-0.64%)
Closing price 09/4/2025 03:58 PM Eastern
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$36.48 +0.00 (+0.01%)
As of 09/4/2025 04:10 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)
$118.17M
Number of
Institutional Sellers
(last 12 months)
49
Total
Institutional Outflows
(last 12 months)
$75.84M
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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
9/4/2025 Osaic Holdings Inc.77,691$2.70M0.0%-14.5%0.698%
8/26/2025 Thrivent Financial for Lutherans12,688$442K0.0%N/A0.114%
8/15/2025 Tower Research Capital LLC TRC 11,086$386K0.0%+34.5%0.100%
8/15/2025 Brown Financial Advisors73,269$2.55M1.0%-1.8%0.658%
8/15/2025 MML Investors Services LLC117,718$4.10M0.0%-11.5%1.058%
8/15/2025 IHT Wealth Management LLC15,583$542K0.0%-16.7%0.140%
8/15/2025 EP Wealth Advisors LLC29,375$1.02M0.0%-53.3%0.264%
8/15/2025 Bank of America Corp DE609,663$21.22M0.0%+18.7%5.478%
8/14/2025 Raymond James Financial Inc.177,833$6.19M0.0%-33.0%1.598%
8/14/2025 NewEdge Advisors LLC10,193$355K0.0%N/A0.092%
8/14/2025 Acorn Wealth Advisors LLC35,323$1.23M0.5%-8.6%0.317%
8/13/2025 VestGen Advisors LLC13,012$453K0.0%-81.0%0.117%
8/13/2025 Pursue Wealth Partners LLC27,221$947K0.5%-42.4%0.245%
8/13/2025 Copley Financial Group Inc.13,572$472K0.4%-4.9%0.122%
8/12/2025 Steward Partners Investment Advisory LLC49,046$1.71M0.0%-1.9%0.441%
8/11/2025 TRUE Private Wealth Advisors87,833$3.06M0.3%-2.6%0.789%
8/8/2025 Cetera Investment Advisers87,341$3.04M0.0%-2.1%0.785%
8/6/2025 Prospera Financial Services Inc65,322$2.27M0.0%+23.6%0.587%
8/6/2025 Stonebridge Financial Planning Group LLC28,648$997K0.4%-6.3%0.257%
8/5/2025 Atlas Wealth LLC11,374$403K0.1%-24.3%0.102%
8/4/2025 Mesirow Financial Investment Management Inc.256,624$8.93M0.2%-4.6%2.306%
8/4/2025 Eubel Brady & Suttman Asset Management Inc.77,200$2.69M0.3%-0.7%0.694%
8/1/2025 Envestnet Asset Management Inc.8,924$311K0.0%-10.6%0.080%
7/31/2025 Stegent Equity Advisors Inc.72,756$2.53M2.2%+43.7%0.654%
7/30/2025 Principle Wealth Partners LLC12,208$425K0.0%-98.5%0.110%
7/29/2025 Stephens Inc. AR52,172$1.82M0.0%+4.3%0.469%
7/29/2025 Private Trust Co. NA1,659$58K0.0%-58.9%0.015%
7/29/2025 Mattson Financial Services LLC39,836$1.39M0.4%-4.4%0.358%
7/25/2025 IRON 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%
6/27/2025 Goldman Sachs Group Inc.28,083$921K0.0%N/A0.230%
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%
5/16/2025Coordinated 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%
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%
3/5/2025 Copley 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%
(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, 108 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), Bank of America Corp DE ($21.22M), Financial Management Network Inc. ($20.19M), Apexium Financial LP ($11.30M), and Mesirow Financial Investment Management Inc. ($8.93M).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 103 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), Raymond James Financial Inc. ($509.84K), LPL Financial LLC ($496.31K), Farther Finance Advisors LLC ($277.57K), Mesirow Financial Investment Management Inc. ($276.97K), and Vista Private Wealth Partners. LLC ($265.29K).

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

Institutional investors have bought a total of 3,500,587 shares in the last 24 months. This purchase volume represents approximately $118.17M in transactions.

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

Of the 49 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: Principle Wealth Partners LLC ($794.06K), Thrivent Financial for Lutherans ($545.77K), Gradient Investments LLC ($258.85K), Farther Finance Advisors LLC ($123.80K), Raymond James Financial Inc. ($87.49K), VestGen Advisors LLC ($55.31K), and EP Wealth Advisors LLC ($37.98K).

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

Institutional investors have sold a total of 2,188,531 shares in the last 24 months. This volume of shares sold represents approximately $75.84M in transactions.


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This page (BATS:SMOT) was last updated on 9/5/2025 by MarketBeat.com Staff
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