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VanEck Morningstar SMID Moat ETF (SMOT) Institutional Ownership

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

Number of
Institutional Buyers
(last 12 months)
47
Total
Institutional Inflows
(last 12 months)
$139.40M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$15.88M
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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
4/26/2024 Mesirow Financial Investment Management Inc.249,174$8.50M0.2%N/A2.419%
4/25/2024 TRUE Private Wealth Advisors13,852$472K0.1%N/A0.134%
4/25/2024 Capital Investment Advisory Services LLC25,540$871K0.1%-28.4%0.248%
4/25/2024 Cambridge Investment Research Advisors Inc.95,399$3.25M0.0%-6.8%0.926%
4/24/2024 Patton Albertson Miller Group LLC45,014$1.54M0.2%+1.6%0.437%
4/23/2024 Gradient Investments LLC999,547$34.10M0.8%-4.3%9.704%
4/23/2024 Principle Wealth Partners LLC726,451$24.78M1.9%+10.2%7.053%
4/23/2024 Raymond James Financial Services Advisors Inc.69,685$2.38M0.0%+8.3%0.677%
4/22/2024 Financial Management Network Inc.492,649$16.27M4.1%+7.1%4.783%
4/22/2024 Raymond James & Associates194,258$6.63M0.0%+108.6%1.886%
4/19/2024 Lake Street Private Wealth LLC30,290$1.03M0.1%+164.8%0.294%
4/18/2024 Woodmont Investment Counsel LLC145,646$4.97M0.4%+1.1%1.414%
4/17/2024 Avalon Capital Management126,594$4.32M1.8%-5.3%1.229%
4/15/2024 Etesian Wealth Advisors Inc.12,176$415K0.2%+30.3%0.118%
4/12/2024 Allen Mooney & Barnes Investment Advisors LLC17,015$559K0.1%N/A0.326%
4/9/2024 Lowe Wealth Advisors LLC9,470$323K0.2%+8.3%0.181%
3/6/2024SageView Advisory Group LLC7,619$237K0.0%N/A0.146%
2/28/2024EP Wealth Advisors LLC50,855$1.60M0.0%N/A0.974%
2/14/2024Visionary Wealth Advisors31,816$1.00M0.1%N/A0.610%
2/14/2024VitalStone Financial LLC20,393$642K0.5%-4.5%0.391%
2/12/2024Steward Partners Investment Advisory LLC43,973$1.39M0.0%-19.6%0.842%
2/9/2024Orion Portfolio Solutions LLC49,062$1.52M0.0%+2.1%0.940%
2/9/2024SageView Advisory Group LLC7,619$237K0.0%N/A0.146%
2/9/2024 Cambridge Investment Research Advisors Inc.102,310$3.22M0.0%+77.0%1.960%
2/9/2024Balboa Wealth Partners9,493$299K0.1%N/A0.182%
2/8/2024 Apexium Financial LP143,866$4.53M0.3%+478.7%2.756%
2/7/2024 Acorn Wealth Advisors LLC12,913$407K0.2%+32.6%0.247%
2/7/2024Soundwatch Capital LLC8,127$256K0.1%N/A0.156%
2/7/2024 Patton Albertson Miller Group LLC44,291$1.40M0.2%+62.7%0.848%
2/6/2024Private Advisor Group LLC14,217$448K0.0%+13.3%0.272%
2/5/2024 Principle Wealth Partners LLC659,045$20.76M1.8%+12.9%12.625%
2/2/2024 IAG Wealth Partners LLC2,305$73K0.0%-17.7%0.044%
2/2/2024Truist Financial Corp48,479$1.53M0.0%+4.8%0.929%
2/1/2024 Capital Investment Advisory Services LLC35,651$1.12M0.1%+28.0%0.683%
2/1/2024 CWM LLC19,673$620K0.0%-6.4%0.377%
1/31/2024Beaumont Financial Advisors LLC28,329$892K0.1%+19.1%0.543%
1/31/2024Western Wealth Management LLC17,848$562K0.0%N/A0.342%
1/31/2024Tranquility Partners LLC6,812$215K0.1%N/A0.130%
1/30/2024Capital Analysts LLC9,300$293K0.0%+84.9%0.178%
1/26/2024 Randolph Co Inc6,356$200K0.0%N/A0.122%
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1/22/2024 Financial Management Network Inc.459,937$14.05M4.1%+7.3%8.811%
1/19/2024 Woodmont Investment Counsel LLC144,003$4.54M0.4%-1.0%2.759%
1/18/2024 Gradient Investments LLC1,044,103$32.89M0.8%-28.0%20.002%
1/16/2024 Raymond James Financial Services Advisors Inc.64,345$2.03M0.0%+10.2%1.233%
1/16/2024 Raymond James & Associates93,139$2.93M0.0%+12.8%1.784%
1/12/2024 Avalon Capital Management133,730$4.21M1.8%N/A2.562%
1/12/2024 Etesian Wealth Advisors Inc.9,343$296K0.2%N/A0.179%
1/5/2024 Lowe Wealth Advisors LLC8,745$275K0.1%+18.8%0.168%
11/16/2023VitalStone Financial LLC21,365$579K0.5%N/A0.409%
11/16/2023 Panoramic Investment Advisors LLC7,560$215K0.2%N/A0.145%
11/16/2023First Foundation Advisors58,537$1.66M0.1%+21.0%1.121%
11/13/2023Mariner LLC150,247$4.27M0.0%+4.0%2.878%
11/13/2023LPL Financial LLC288,156$8.19M0.0%+117.5%5.520%
11/8/2023HighTower Advisors LLC14,349$392K0.0%N/A0.275%
11/7/2023 Acorn Wealth Advisors LLC9,738$277K0.2%N/A0.187%
11/3/2023Private Advisor Group LLC12,550$357K0.0%N/A0.240%
11/1/2023Beaumont Financial Advisors LLC23,779$676K0.1%+57.4%0.456%
11/1/2023Orion Portfolio Solutions LLC48,036$1.37M0.0%+0.8%0.920%
10/27/2023 Gradient Investments LLC1,449,820$41.21M1.1%+1,282,926.5%27.774%
10/25/2023 Apexium Financial LP24,860$707K0.1%N/A0.476%
10/24/2023 Woodmont Investment Counsel LLC145,435$4.13M0.4%N/A2.786%
10/24/2023 Patton Albertson Miller Group LLC27,219$774K0.2%N/A0.521%
10/24/2023 IAG Wealth Partners LLC2,800$80K0.0%+35.6%0.054%
10/24/2023 Raymond James Financial Services Advisors Inc.58,370$1.66M0.0%+9.4%1.118%
10/24/2023 Raymond James & Associates82,572$2.35M0.0%+197.7%1.582%
10/24/2023 Financial Management Network Inc.428,631$11.96M4.0%+27.8%8.211%
10/24/2023 Cambridge Investment Research Advisors Inc.57,803$1.64M0.0%+7.3%1.107%
10/23/2023Commonwealth Equity Services LLC86,849$2.47M0.0%+840.4%1.664%
10/12/2023IFP Advisors Inc4,546$129K0.0%N/A0.087%
10/11/2023 CWM LLC21,027$598K0.0%-14.9%0.403%
10/11/2023Vista Private Wealth Partners. LLC265,289$7.46M3.1%N/A5.082%
8/14/2023First Foundation Advisors48,376$1.45M0.1%N/A0.927%
8/10/2023 IAG Wealth Partners LLC2,065$62K0.0%N/A0.040%
8/10/2023AlphaCore Capital LLC11,350$340K0.1%N/A0.217%
8/3/2023 CWM LLC24,714$740K0.0%-4.8%0.473%
8/2/2023Beaumont Financial Advisors LLC15,104$452K0.0%N/A0.289%
8/1/2023Truist Financial Corp16,306$488K0.0%+42.9%0.312%
8/1/2023Pursue Wealth Partners LLC40,000$1.20M0.8%+300.0%0.766%
7/31/2023LPL Financial LLC132,508$3.97M0.0%+196.7%2.538%
7/31/2023 Principle Wealth Partners LLC466,247$13.96M1.4%N/A8.932%
7/28/2023 Capital Investment Advisory Services LLC27,803$833K0.1%+88.8%1.635%
7/28/2023 Financial Management Network Inc.335,474$10.07M3.5%+18.3%19.734%
7/25/2023 Raymond James Financial Services Advisors Inc.53,353$1.60M0.0%+80.2%3.138%
7/25/2023 Raymond James & Associates27,737$831K0.0%N/A1.632%
7/13/2023 Cambridge Investment Research Advisors Inc.53,869$1.61M0.0%+475.7%3.169%
7/7/2023 Lowe Wealth Advisors LLC7,070$212K0.1%N/A0.416%
5/30/2023 BKA Wealth Consulting Inc.283,513$7.88M3.1%N/A16.388%
5/9/2023Tower Research Capital LLC TRC3,629$103K0.0%N/A0.210%
5/9/2023 RFG Advisory LLC39,785$1.13M0.1%-10.8%2.300%
5/9/2023Clear Investment Research LLC1,747$50K0.1%N/A0.101%
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5/5/2023Truist Financial Corp11,413$325K0.0%N/A0.660%
5/1/2023 CWM LLC25,960$738K0.0%N/A1.501%
4/21/2023 BKA Wealth Consulting Inc.283,513$7.88M3.2%N/A16.388%
4/21/2023 Capital Investment Advisory Services LLC14,727$419K0.0%+227.7%0.851%
4/17/2023 Gradient Investments LLC2,092$59K0.0%-99.6%0.121%
4/14/2023 Raymond James Financial Services Advisors Inc.29,603$842K0.0%N/A2.368%
2/3/2023 Capital Investment Advisory Services LLC4,494$121K0.0%N/A0.000%
(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, 49 institutional investors and hedge funds held shares of VanEck Morningstar SMID Moat ETF. The most heavily invested institutionals were Gradient Investments LLC ($34.10M), Principle Wealth Partners LLC ($24.78M), Financial Management Network Inc. ($16.27M), Mesirow Financial Investment Management Inc. ($8.50M), LPL Financial LLC ($8.19M), BKA Wealth Consulting Inc. ($7.88M), and Vista Private Wealth Partners. LLC ($7.46M).Learn more on SMOT's institutional investors.

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

Of the 47 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 ($1.45M), Principle Wealth Partners LLC ($609.18K), BKA Wealth Consulting Inc. ($567.03K), Vista Private Wealth Partners. LLC ($265.29K), Mesirow Financial Investment Management Inc. ($249.17K), LPL Financial LLC ($243.49K), and Financial Management Network Inc. ($209.14K).

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

Institutional investors have bought a total of 5,017,752 shares in the last 24 months. This purchase volume represents approximately $148.72M in transactions.

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

Of the 10 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 ($917.51K), Steward Partners Investment Advisory LLC ($10.75K), Capital Investment Advisory Services LLC ($10.11K), Avalon Capital Management ($7.14K), Cambridge Investment Research Advisors Inc. ($6.91K), CWM LLC ($6.29K), and RFG Advisory LLC ($4.83K).

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

Institutional investors have sold a total of 966,436 shares in the last 24 months. This volume of shares sold represents approximately $29.16M in transactions.


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This page (BATS:SMOT) was last updated on 4/30/2024 by MarketBeat.com Staff

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