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VanEck Morningstar SMID Moat ETF (SMOT) Institutional Ownership

VanEck Morningstar SMID Moat ETF logo
$31.56 -3.17 (-9.12%)
Closing price 03:58 PM Eastern
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$31.54 -0.02 (-0.08%)
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Institutional Ownership Changes (13F Filings) for VanEck Morningstar SMID Moat ETF (BATS:SMOT)

Number of
Institutional Buyers
(last 12 months)
70
Total
Institutional Inflows
(last 12 months)
$87.49M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$38.22M
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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
4/28/2025Private Trust Co. NA4,039$132K0.0%+353.8%0.035%
4/28/2025Rovin 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%
3/10/2025Mattson 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%
2/18/2025Stonebridge 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%
2/17/2025Cetera 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%
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%
2/14/2025Capital 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%
2/13/2025SageView 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%
2/13/2025TRUE Private Wealth Advisors79,681$2.75M0.3%+13.0%0.752%
2/13/2025Raymond James Financial Inc.244,510$8.43M0.0%N/A2.307%
2/13/2025Envestnet Asset Management Inc.10,010$345K0.0%-9.5%0.094%
2/12/2025Maridea Wealth Management LLC9,373$323K0.1%N/A0.088%
2/11/2025 Woodmont Investment Counsel LLC163,937$5.65M0.4%+2.8%1.547%
2/11/2025LPL Financial LLC1,088,476$37.52M0.0%+17.1%10.269%
2/11/2025Atlas Wealth LLC11,374$392K0.1%+10.0%0.107%
2/10/2025Thrivent Financial for Lutherans12,446$429K0.0%-7.5%0.117%
2/10/2025 First Financial Group Corp22,266$768K0.8%N/A0.210%
2/10/2025Commonwealth 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%
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2/7/2025HighTower Advisors LLC52,001$1.79M0.0%-9.0%0.491%
2/7/2025Coordinated Financial Services Inc.16,551$571K0.4%N/A0.156%
2/7/2025Mesirow Financial Investment Management Inc.276,972$9.55M0.2%+6.9%2.613%
2/6/2025Raymond James Financial Inc.244,510$8.43M0.0%N/A2.307%
2/6/2025M&T Bank Corp6,475$223K0.0%N/A0.061%
2/6/2025Atria Investments Inc9,085$313K0.0%-5.8%0.086%
2/6/2025Steward Partners Investment Advisory LLC49,728$1.71M0.0%+15.9%0.469%
2/6/2025Jones 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%
2/5/2025Stegent 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%
2/4/2025Acorn Wealth Advisors LLC37,226$1.28M0.5%+3.7%0.351%
2/4/2025Brown Financial Advisors71,601$2.47M1.0%-24.7%0.675%
2/4/2025IFP Advisors Inc6,310$218K0.0%+249.4%0.060%
2/3/2025Eubel Brady & Suttman Asset Management Inc.80,962$2.79M0.4%+1.4%0.764%
2/3/2025Private Advisor Group LLC8,629$297K0.0%-4.6%0.081%
2/3/2025Financial Management Network Inc.527,215$18.26M3.8%+3.7%4.974%
1/31/2025Truist Financial Corp64,678$2.23M0.0%-12.5%0.610%
1/31/2025Sanctuary Advisors LLC23,394$859K0.0%-4.1%0.221%
1/31/2025Sierra 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%
1/29/2025Principle 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%
1/28/2025Stephens 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%
1/24/2025Comprehensive Financial Consultants Institutional Inc.20,281$699K0.3%N/A0.191%
1/22/2025 IRON Financial LLC18,859$650K0.4%+5.0%0.178%
1/22/2025Apexium Financial LP331,454$11.43M0.7%+11.9%3.127%
1/21/2025 Archford Capital Strategies LLC28,397$979K0.1%+8.0%0.268%
1/21/2025Patton Albertson Miller Group LLC32,654$1.13M0.2%-24.6%0.308%
1/21/2025 Gradient Investments LLC1,119,600$38.59M0.8%-18.8%10.562%
1/17/2025 Janney Montgomery Scott LLC28,724$990K0.0%+14.3%0.271%
1/17/2025Beaumont Financial Advisors LLC32,162$1.11M0.1%+2.7%0.303%
1/15/2025 Whitaker Myers Wealth Managers LTD.5,887$203K0.1%N/A0.056%
1/10/2025 Lowe Wealth Advisors LLC18,423$635K0.3%+37.8%0.174%
12/9/2024Copley Financial Group Inc.7,351$258K0.2%N/A0.069%
11/25/2024Sanctuary Advisors LLC24,394$899K0.0%-3.6%0.230%
11/18/2024Brown Financial Advisors95,150$3.33M1.4%+5.8%0.898%
11/15/2024Valued Retirements Inc.6,020$211K0.3%N/A0.057%
11/15/2024MML Investors Services LLC93,758$3.28M0.0%-3.0%0.885%
11/15/2024Orion Portfolio Solutions LLC11,667$409K0.0%-5.3%0.110%
11/15/2024EP Wealth Advisors LLC65,350$2.29M0.0%-3.0%0.617%
11/15/2024Jane Street Group LLC16,164$566K0.0%N/A0.152%
11/15/2024Stifel Financial Corp50,885$1.78M0.0%+9.3%0.480%
11/15/2024HighTower Advisors LLC57,162$1.99M0.0%+30.8%0.539%
11/15/2024Atlas Wealth LLC10,341$362K0.2%+3.2%0.098%
11/14/2024TRUE Private Wealth Advisors70,533$2.47M0.3%+414.7%0.665%
Massive new energy source found in Utah (Ad)

NEW THIS WEEK: Huge Energy Discovery In Utah The Department of Energy say it could power America for millions of years. And both grizzled oilmen and clean energy supporters love it: Energy Secretary Chris Wright called it "an awesome resource," while Warren Buffett, Jeff Bezos, Mark Zuckerberg, and Bill Gates are all directly invested.

Find out what billionaires already know about this new energy source
11/13/2024Patton Albertson Miller Group LLC43,284$1.52M0.2%-0.9%0.408%
11/13/2024Acorn Wealth Advisors LLC35,897$1.26M0.5%+15.1%0.339%
11/9/2024Creekside Partners54,284$1.90M1.0%+15.8%0.512%
11/8/2024Stonebridge Financial Planning Group LLC9,993$350K0.2%+16.1%0.094%
11/8/2024Prospera Financial Services Inc10,690$374K0.0%+15.8%0.101%
11/7/2024 Tranquility Partners LLC10,578$371K0.1%+8.4%0.100%
11/7/2024 Whalen Wealth Management Inc.6,022$211K0.1%N/A0.057%
11/7/2024Thrivent Financial for Lutherans13,454$471K0.0%-97.6%0.127%
11/6/2024 Balboa Wealth Partners8,519$298K0.1%-11.9%0.080%
11/2/2024Mesirow Financial Investment Management Inc.259,109$9.08M0.2%+0.8%2.444%
(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, 99 institutional investors and hedge funds held shares of VanEck Morningstar SMID Moat ETF. The most heavily invested institutionals were Gradient Investments LLC ($39.74M), LPL Financial LLC ($37.52M), Principle Wealth Partners LLC ($26.89M), Bank of America Corp DE ($25.80M), Financial Management Network Inc. ($18.26M), Apexium Financial LP ($11.43M), and Mesirow Financial Investment Management Inc. ($9.55M).Learn more on SMOT's institutional investors.

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

Of the 95 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), Principle Wealth Partners LLC ($613.41K), Raymond James Financial Inc. ($489.02K), LPL Financial LLC ($402.48K), BKA Wealth Consulting Inc. ($283.51K), 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 7,286,770 shares in the last 24 months. This purchase volume represents approximately $226.89M in transactions.

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

Of the 35 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 1,611,553 shares in the last 24 months. This volume of shares sold represents approximately $54.09M in transactions.


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This page (BATS:SMOT) was last updated on 4/28/2025 by MarketBeat.com Staff
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