Free Trial
Tada emoji MarketBeat All Access — Now Just $5.00 for 5 Weeks

VanEck Morningstar SMID Moat ETF (SMOT) Institutional Ownership

VanEck Morningstar SMID Moat ETF logo
$35.76 +1.03 (+2.95%)
Closing price 08/14/2025 03:59 PM Eastern
Extended Trading
$35.74 -0.02 (-0.04%)
As of 08/14/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for VanEck Morningstar SMID Moat ETF (BATS:SMOT)

Number of
Institutional Buyers
(last 12 months)
77
Total
Institutional Inflows
(last 12 months)
$119.97M
Number of
Institutional Sellers
(last 12 months)
47
Total
Institutional Outflows
(last 12 months)
$73.67M
Get SMOT Insider Trade Alerts

Want to know when executives and insiders are buying or selling VanEck Morningstar SMID Moat ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

SMOT Institutional Buying and Selling by Quarter

VanEck Morningstar SMID Moat ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/14/2025Raymond James Financial Inc.177,833$6.19M0.0%-33.0%1.598%
8/14/2025NewEdge Advisors LLC10,193$355K0.0%N/A0.092%
8/14/2025Acorn 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%
6/27/2025Goldman Sachs Group Inc.28,083$921K0.0%N/A0.230%
HIDDEN IN THE BOOK OF GENESIS… (Ad)

“This land I will give to you…” — a 4,000-year-old line from Genesis may hold the key to unlocking a $150 trillion vault of untapped American wealth. Former CIA advisor Jim Rickards calls it the “Old Testament Wealth Code” — and says it could transform your financial future. He’s revealing everything in a new presentation.

Watch Jim Rickards reveal the Old Testament Wealth Code
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%
5/16/2025Goldman 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%
5/15/2025 Calton & 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%
5/13/2025 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%
5/1/2025Acorn 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%
2/17/2025EP 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%
2/17/2025Bank of America Corp DE748,501$25.80M0.0%+7.6%7.061%
This stock could leave NVDA in the dust (Ad)

Investing Legend Hints the End May be Near for These 3 Iconic Stocks Futurist Eric Fry say Amazon, Tesla and Nvidia are all on the verge of major disruption. To help protect anyone with money invested in them, he's sharing three exciting stocks to replace them with. He gives away the names and tickers completely free in his brand-new "Sell This, Buy That" broadcast.

Click to get the full details on Eric Fry's "Nvidia alternative" right here.
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%
2/14/2025 Capital 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%
2/13/2025 SageView 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%
(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, 106 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 ($25.80M), 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 102 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 3,566,559 shares in the last 24 months. This purchase volume represents approximately $119.97M in transactions.

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

Of the 47 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 Patton Albertson Miller Group LLC ($29.16K).

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

Institutional investors have sold a total of 2,126,369 shares in the last 24 months. This volume of shares sold represents approximately $73.67M in transactions.


Related Companies

This page (BATS:SMOT) was last updated on 8/15/2025 by MarketBeat.com Staff
From Our Partners
Trump’s national nightmare is here
Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger ...
Porter & Company | Sponsored
Alex’s “Next Magnificent Seven” stocks
The original “Magnificent Seven” turned $7K into $1.18 million. Now, Alex Green has identified AI’s Next Ma...
The Oxford Club | Sponsored
The Robotics Revolution has arrived … and one $7 stock could take off as a result.
Something big is brewing in Washington. According to my research, an executive order from President Trump c...
Weiss Ratings | Sponsored
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsored
GENIUS Act: Cancel Your Money?
A new law called the GENIUS Act could quietly trigger the most radical shift in American finance in decades. B...
Priority Gold | Sponsored
Elon’s Secret Social Security Bombshell
To All Americans Born Before April 16th, 1963: Did Trump Just Give The Green Light To Radically RE-DO Social S...
Banyan Hill Publishing | Sponsored
Trump set to Boost Social Security Checks by 400%?
If you're collecting or planning to collect social security... You should see this presentation about Presi...
InvestorPlace | Sponsored
BONUS GUIDE - Ben Stein Prepares For the Next Financial Crisis
With inflation high, debt soaring, and global tensions rising, a financial storm may be brewing. Economist ...
Goldco Precious Metals | Sponsored