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VanEck Morningstar SMID Moat ETF (SMOT) Institutional Ownership

VanEck Morningstar SMID Moat ETF logo
$40.01 +0.47 (+1.19%)
As of 08/3/2026 04:10 PM Eastern
Compare

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)
$30.56M
Number of
Institutional Sellers
(last 12 months)
56
Total
Institutional Outflows
(last 12 months)
$57.74M
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Skip Chart & View Institutional Buying and Selling Data

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
7/10/2026 Paladin Wealth LLC33,637$1.31M0.8%+10.1%0.302%
7/8/2026 Gradient Investments LLC905,457$35.19M0.5%+4.1%8.135%
6/3/2026NewEdge Advisors LLC7,743$272K0.0%-5.1%0.070%
5/19/2026Western Wealth Management LLC2,341$82K0.0%N/A0.021%
5/19/2026NewEdge Advisors LLC7,743$272K0.0%-5.1%0.070%
5/19/2026Bank of America Corp DE420,268$14.79M0.0%-2.2%3.776%
5/18/2026Royal Bank of Canada15,888$559K0.0%+60.4%0.143%
5/16/2026Copley Financial Group Inc.8,564$301K0.2%-7.7%0.077%
5/13/2026Cetera Investment Advisers41,235$1.45M0.0%-34.5%0.370%
5/6/2026 Independent Financial Group LLC8,247$290K0.0%N/A0.074%
5/1/2026Fifth Third Bancorp9,947$350K0.0%N/A0.089%
4/30/2026 Kestra Advisory Services LLC18,597$654K0.0%-58.3%0.167%
4/28/2026 Ascentis Independent Advisors57,978$2.04M0.2%N/A0.521%
4/28/2026 Stephens Inc. AR51,559$1.81M0.0%+4.4%0.463%
4/27/2026 Private Advisor Group LLC7,997$281K0.0%-3.4%0.072%
4/24/2026Essex Financial Services Inc.11,177$393K0.0%-5.0%0.100%
4/24/2026 Stegent Equity Advisors Inc.9,678$341K0.3%-85.3%0.087%
4/22/2026 TPG Advisors LLC47,801$1.68M1.0%-22.5%0.429%
4/22/2026Janney Montgomery Scott LLC11,650$410K0.0%-4.1%0.105%
4/17/2026Financial Management Network Inc.476,202$17.21M2.6%-15.0%4.279%
4/16/2026 Paladin Wealth LLC30,562$1.08M0.7%+12.7%0.275%
3/16/2026 Bank of New Hampshire23,926$866K0.2%+484.3%0.215%
2/18/2026Mercer Global Advisors Inc. ADV65,991$2.39M0.0%-1.3%0.593%
2/18/2026EP Wealth Advisors LLC27,265$987K0.0%N/A0.245%
2/18/2026NewEdge Advisors LLC8,156$295K0.0%-13.4%0.073%
2/17/2026Cetera Investment Advisers62,933$2.28M0.0%-5.0%0.565%
2/17/2026Equitable Holdings Inc.19,366$701K0.0%-8.9%0.174%
2/17/2026Royal Bank of Canada9,907$359K0.0%-84.3%0.089%
2/17/2026Copley Financial Group Inc.9,281$336K0.2%-10.3%0.083%
2/16/2026MML Investors Services LLC139,784$5.06M0.0%+9.7%1.256%
2/16/2026Mariner LLC14,687$532K0.0%+9.8%0.132%
2/16/2026Arax Advisory Partners1,382$50K0.0%N/A0.012%
2/13/2026 Kestra Advisory Services LLC44,577$1.61M0.0%-33.7%0.401%
2/13/2026Stifel Financial Corp48,964$1.77M0.0%-0.6%0.440%
2/13/2026Focused Alpha LLC105,350$3.81M1.1%N/A0.947%
2/13/2026 A4 Wealth Advisors LLC8,729$316K0.3%-28.4%0.078%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC2,003$73K0.0%N/A0.018%
2/12/2026HRT Financial LP8,704$315K0.0%N/A0.078%
2/12/2026 Commonwealth Equity Services LLC24,825$899K0.0%-18.6%0.223%
2/12/2026Steward Partners Investment Advisory LLC47,167$1.71M0.0%-5.1%0.424%
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2/12/2026Great Lakes Advisors LLC1,134,513$41.07M0.3%+5.7%10.193%
2/12/2026Mattson Financial Services LLC22,703$822K0.2%-7.7%0.204%
2/11/2026Janney Montgomery Scott LLC12,150$440K0.0%-33.6%0.109%
2/11/2026LPL Financial LLC1,096,786$39.70M0.0%-11.1%9.854%
2/11/2026Vise Technologies Inc.36,082$1.31M0.0%N/A0.324%
2/10/2026Essex Financial Services Inc.11,771$426K0.0%-16.6%0.106%
2/10/2026Soundwatch Capital LLC7,754$281K0.0%+5.1%0.070%
2/10/2026 Acorn Wealth Advisors LLC21,529$779K0.2%-13.9%0.193%
2/9/2026 Family Office Research LLC66,806$2.44M1.0%-13.1%0.600%
2/9/2026 Prospera Financial Services Inc64,030$2.32M0.0%+0.5%0.575%
2/6/2026Principle Wealth Partners LLC11,904$431K0.0%-2.5%0.107%
2/6/2026HighTower Advisors LLC28,134$1.02M0.0%+5.8%0.253%
2/5/2026Eubel Brady & Suttman Asset Management Inc.80,942$2.93M0.3%+0.7%0.727%
2/5/2026 1620 Investment Advisors Inc.835$30K0.0%+67.0%0.008%
2/5/2026 Stephens Inc. AR49,368$1.79M0.0%-6.9%0.444%
2/5/2026 Mesirow Financial Investment Management Inc.215,235$7.79M0.2%-16.5%1.934%
2/5/2026 Stonebridge Financial Planning Group LLC32,174$1.17M0.4%+6.1%0.289%
2/3/2026Stiles Financial Services Inc21,923$794K0.2%+2.1%0.197%
2/3/2026 Tranquility Partners LLC13,338$483K0.2%-2.3%0.120%
2/2/2026Oppenheimer & Co. Inc.10,126$367K0.0%+57.0%0.091%
1/28/2026 First Financial Group Corp21,563$781K0.7%-12.2%0.194%
1/26/2026Pursue Wealth Partners LLC44,601$1.62M0.8%+93.7%0.401%
1/23/2026 Farther Finance Advisors LLC25,667$929K0.0%-60.3%0.231%
1/22/2026 IRON Financial LLC17,354$628K0.3%-4.3%0.156%
1/21/2026 Capital Investment Advisory Services LLC7,509$272K0.0%-13.4%0.067%
1/21/2026 Woodmont Investment Counsel LLC19,450$704K0.0%-14.3%0.175%
1/21/2026 TPG Advisors LLC61,702$2.23M1.4%+2.7%0.554%
1/15/2026 Paladin Wealth LLC27,125$982K0.7%+22.4%0.244%
1/14/2026 Stegent Equity Advisors Inc.65,858$2.38M1.9%+6.0%0.592%
1/8/2026Financial Management Network Inc.560,002$20.41M3.2%+1.4%5.031%
1/8/2026 Gradient Investments LLC822,960$29.79M0.5%+4.3%7.394%
1/8/2026 Wealth Enhancement Advisory Services LLC93,442$3.50M0.0%+39.7%0.840%
1/8/2026 Fermata Advisors LLC8,101$293K0.1%-5.5%0.073%
1/1/2026JPMorgan Chase & Co.9,573$345K0.0%+11,866.3%0.086%
12/2/2025Allworth Financial LP1,132$41K0.0%+258.2%0.010%
12/2/2025 IFP Advisors Inc4,339$157K0.0%-40.2%0.039%
11/18/2025Copley Financial Group Inc.10,343$373K0.3%-23.8%0.093%
11/18/2025 Stonebridge Financial Planning Group LLC30,321$1.09M0.4%+5.8%0.272%
11/18/2025Apexium Financial LP329,963$11.91M0.6%+1.6%2.965%
11/17/2025NewEdge Advisors LLC9,417$340K0.0%-7.6%0.085%
11/17/2025First Foundation Advisors48,069$1.73M0.1%-4.8%0.432%
11/17/2025Susquehanna International Group LLP21,221$766K0.0%N/A0.191%
11/17/2025Mariner LLC13,382$483K0.0%-2.5%0.120%
11/17/2025Mercer Global Advisors Inc. ADV66,847$2.41M0.0%-8.7%0.601%
11/17/2025Bank of America Corp DE606,447$21.88M0.0%-0.5%5.449%
11/14/2025Raymond James Financial Inc.187,455$6.76M0.0%+5.4%1.684%
11/14/2025 TRUE Private Wealth Advisors65,533$2.36M0.2%-25.4%0.589%
11/14/2025Equitable Holdings Inc.21,269$767K0.0%-3.2%0.191%
11/12/2025 Mesirow Financial Investment Management Inc.257,826$9.30M0.2%+0.5%2.316%
11/10/2025Optiver Holding B.V.1,028$37K0.0%N/A0.009%
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11/7/2025Essex Financial Services Inc.14,114$509K0.0%-2.6%0.127%
11/7/2025JPMorgan Chase & Co.9,573$345K0.0%+11,866.3%0.086%
11/7/2025Pursue Wealth Partners LLC23,022$831K0.5%-15.4%0.207%
11/6/2025Eubel Brady & Suttman Asset Management Inc.80,383$2.90M0.3%+4.1%0.722%
11/6/2025 TPG Advisors LLC60,109$2.17M1.4%+6.0%0.540%
11/6/2025 Prospera Financial Services Inc63,698$2.30M0.0%-2.5%0.572%
11/6/2025Oppenheimer & Co. Inc.6,451$233K0.0%+12.1%0.058%
11/5/2025Soundwatch Capital LLC7,375$266K0.0%-5.7%0.066%
11/4/2025 Family Office Research LLC76,843$2.77M1.2%-1.1%0.690%
11/4/2025 Woodmont Investment Counsel LLC22,706$819K0.1%-87.1%0.204%


SMOT Institutional Ownership - Frequently Asked Questions

During the previous two years, 116 institutional investors and hedge funds held shares of VanEck Morningstar SMID Moat ETF. The most heavily invested institutionals were Great Lakes Advisors LLC ($41.07M), LPL Financial LLC ($39.70M), Gradient Investments LLC ($35.19M), Financial Management Network Inc. ($17.21M), Bank of America Corp DE ($14.79M), Apexium Financial LP ($11.91M), and Mesirow Financial Investment Management Inc. ($7.79M).Learn more on VanEck Morningstar SMID Moat ETF's institutional investors.

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: Great Lakes Advisors LLC ($1.07M), Raymond James Financial Inc. ($519.46K), LPL Financial LLC ($340.66K), Farther Finance Advisors LLC ($277.57K), Gradient Investments LLC ($186.54K), Bank of America Corp DE ($149.02K), and Focused Alpha LLC ($105.35K).

Institutional investors have bought a total of 849,353 shares in the last 24 months. This purchase volume represents approximately $30.56M in transactions.

Of the 55 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: Gradient Investments LLC ($447.76K), Woodmont Investment Counsel LLC ($156.19K), LPL Financial LLC ($136.57K), Farther Finance Advisors LLC ($128.12K), Financial Management Network Inc. ($92.74K), Raymond James Financial Inc. ($87.49K), and Stegent Equity Advisors Inc. ($66.83K).

Institutional investors have sold a total of 1,612,617 shares in the last 24 months. This volume of shares sold represents approximately $57.74M in transactions.


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This page (BATS:SMOT) was last updated on 8/4/2026 by MarketBeat.com Staff.
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