VanEck Morningstar SMID Moat ETF (SMOT) Institutional Ownership

$33.37

+0.60 (+1.83%)

(As of 07/26/2024 ET)

Stock Analysis Chart Holdings Ownership Ratings

Number of Institutional Buyers (last 12 months): 48
Total Institutional Inflows (last 12 months): $141.79M

Number of Institutional Sellers (last 12 months): 13
Total Institutional Outflows (last 12 months): $19.26M

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SMOT Institutional Buying and Selling by Quarter

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VanEck Morningstar SMID Moat ETF Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Cambridge Investment Research Advisors Inc.	94,703	$3.03M	0.0%	-0.7%	0.893%
7/25/2024	Tranquility Partners LLC	9,760	$312K	0.1%	+11.8%	0.092%
7/25/2024	Etesian Wealth Advisors Inc.	11,863	$379K	0.2%	-2.6%	0.112%
7/24/2024	Avalon Capital Management	66,291	$2.12M	0.7%	-47.6%	0.625%
7/19/2024	Raymond James & Associates	166,843	$5.33M	0.0%	-14.1%	1.574%
7/18/2024	Gradient Investments LLC	1,345,893	$43.02M	1.0%	+34.7%	12.697%
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7/17/2024	Archford Capital Strategies LLC	27,173	$868K	0.1%	N/A	0.256%
7/16/2024	GPS Wealth Strategies Group LLC	1,325	$42K	0.0%	N/A	0.013%
7/10/2024	CWM LLC	1,025	$33K	0.0%	-94.3%	0.010%
7/9/2024	Lowe Wealth Advisors LLC	10,164	$325K	0.1%	+7.3%	0.096%
7/9/2024	Lynx Investment Advisory	4,874	$156K	0.1%	N/A	0.046%
5/24/2024	Cetera Investment Advisers	45,755	$1.56M	0.0%	N/A	0.432%
5/14/2024	EP Wealth Advisors LLC	71,745	$2.45M	0.0%	+41.1%	0.688%
5/11/2024	Beaumont Financial Advisors LLC	31,075	$1.06M	0.1%	+9.7%	0.298%
5/10/2024	First Foundation Advisors	61,943	$2.11M	0.1%	-0.8%	0.594%
5/8/2024	Tranquility Partners LLC	8,727	$298K	0.1%	+28.1%	0.084%
5/6/2024	VitalStone Financial LLC	19,223	$656K	0.5%	-5.7%	0.184%
5/1/2024	Janney Montgomery Scott LLC	13,606	$464K	0.0%	+38.2%	0.130%
5/1/2024	Private Advisor Group LLC	11,744	$401K	0.0%	-17.4%	0.113%
4/26/2024	Mesirow Financial Investment Management Inc.	249,174	$8.50M	0.2%	N/A	2.419%
4/25/2024	TRUE Private Wealth Advisors	13,852	$472K	0.1%	N/A	0.134%
4/25/2024	Capital Investment Advisory Services LLC	25,540	$871K	0.1%	-28.4%	0.248%
4/25/2024	Cambridge Investment Research Advisors Inc.	95,399	$3.25M	0.0%	-6.8%	0.926%
4/24/2024	Patton Albertson Miller Group LLC	45,014	$1.54M	0.2%	+1.6%	0.437%
4/23/2024	Gradient Investments LLC	999,547	$34.10M	0.8%	-4.3%	9.704%
4/23/2024	Principle Wealth Partners LLC	726,451	$24.78M	1.9%	+10.2%	7.053%
4/23/2024	Raymond James Financial Services Advisors Inc.	69,685	$2.38M	0.0%	+8.3%	0.677%
4/22/2024	Financial Management Network Inc.	492,649	$16.27M	4.1%	+7.1%	4.783%
4/22/2024	Raymond James & Associates	194,258	$6.63M	0.0%	+108.6%	1.886%
4/19/2024	Lake Street Private Wealth LLC	30,290	$1.03M	0.1%	+164.8%	0.294%
4/18/2024	Woodmont Investment Counsel LLC	145,646	$4.97M	0.4%	+1.1%	1.414%
4/17/2024	Avalon Capital Management	126,594	$4.32M	1.8%	-5.3%	1.229%
4/15/2024	Etesian Wealth Advisors Inc.	12,176	$415K	0.2%	+30.3%	0.118%
4/12/2024	Allen Mooney & Barnes Investment Advisors LLC	17,015	$559K	0.1%	N/A	0.326%
4/9/2024	Lowe Wealth Advisors LLC	9,470	$323K	0.2%	+8.3%	0.181%
3/6/2024	SageView Advisory Group LLC	7,619	$237K	0.0%	N/A	0.146%
2/28/2024	EP Wealth Advisors LLC	50,855	$1.60M	0.0%	N/A	0.974%
2/14/2024	Visionary Wealth Advisors	31,816	$1.00M	0.1%	N/A	0.610%
2/14/2024	VitalStone Financial LLC	20,393	$642K	0.5%	-4.5%	0.391%
2/12/2024	Steward Partners Investment Advisory LLC	43,973	$1.39M	0.0%	-19.6%	0.842%
Get out of cash before the Fed's next meeting (Ad) "How I 6X-ed my wife's 401K in 1 year" At the peak of the dot-com boom, a former hedge fund manager put all $20,000 of his wife's 401k into shares of just ONE stock. Everyone on Wall Street said he was crazy. But a year later, that $20,000 in his wife's account was worth $120,000. Today, he says: "If you thought the dot-com mania was intense, what's about to happen in the coming weeks could be even crazier and could open up a new window of opportunity for 500%-plus gains." Click here now to watch this exclusive interview
2/9/2024	Orion Portfolio Solutions LLC	49,062	$1.52M	0.0%	+2.1%	0.940%
2/9/2024	SageView Advisory Group LLC	7,619	$237K	0.0%	N/A	0.146%
2/9/2024	Cambridge Investment Research Advisors Inc.	102,310	$3.22M	0.0%	+77.0%	1.960%
2/9/2024	Balboa Wealth Partners	9,493	$299K	0.1%	N/A	0.182%
2/8/2024	Apexium Financial LP	143,866	$4.53M	0.3%	+478.7%	2.756%
2/7/2024	Acorn Wealth Advisors LLC	12,913	$407K	0.2%	+32.6%	0.247%
2/7/2024	Soundwatch Capital LLC	8,127	$256K	0.1%	N/A	0.156%
2/7/2024	Patton Albertson Miller Group LLC	44,291	$1.40M	0.2%	+62.7%	0.848%
2/6/2024	Private Advisor Group LLC	14,217	$448K	0.0%	+13.3%	0.272%
2/5/2024	Principle Wealth Partners LLC	659,045	$20.76M	1.8%	+12.9%	12.625%
2/2/2024	IAG Wealth Partners LLC	2,305	$73K	0.0%	-17.7%	0.044%
2/2/2024	Truist Financial Corp	48,479	$1.53M	0.0%	+4.8%	0.929%
2/1/2024	Capital Investment Advisory Services LLC	35,651	$1.12M	0.1%	+28.0%	0.683%
2/1/2024	CWM LLC	19,673	$620K	0.0%	-6.4%	0.377%
1/31/2024	Beaumont Financial Advisors LLC	28,329	$892K	0.1%	+19.1%	0.543%
1/31/2024	Western Wealth Management LLC	17,848	$562K	0.0%	N/A	0.342%
1/31/2024	Tranquility Partners LLC	6,812	$215K	0.1%	N/A	0.130%
1/30/2024	Capital Analysts LLC	9,300	$293K	0.0%	+84.9%	0.178%
1/26/2024	Randolph Co Inc	6,356	$200K	0.0%	N/A	0.122%
1/22/2024	Financial Management Network Inc.	459,937	$14.05M	4.1%	+7.3%	8.811%
1/19/2024	Woodmont Investment Counsel LLC	144,003	$4.54M	0.4%	-1.0%	2.759%
1/18/2024	Gradient Investments LLC	1,044,103	$32.89M	0.8%	-28.0%	20.002%
1/16/2024	Raymond James Financial Services Advisors Inc.	64,345	$2.03M	0.0%	+10.2%	1.233%
1/16/2024	Raymond James & Associates	93,139	$2.93M	0.0%	+12.8%	1.784%
1/12/2024	Avalon Capital Management	133,730	$4.21M	1.8%	N/A	2.562%
1/12/2024	Etesian Wealth Advisors Inc.	9,343	$296K	0.2%	N/A	0.179%
1/5/2024	Lowe Wealth Advisors LLC	8,745	$275K	0.1%	+18.8%	0.168%
11/16/2023	VitalStone Financial LLC	21,365	$579K	0.5%	N/A	0.409%
11/16/2023	Panoramic Investment Advisors LLC	7,560	$215K	0.2%	N/A	0.145%
11/16/2023	First Foundation Advisors	58,537	$1.66M	0.1%	+21.0%	1.121%
11/13/2023	Mariner LLC	150,247	$4.27M	0.0%	+4.0%	2.878%
11/13/2023	LPL Financial LLC	288,156	$8.19M	0.0%	+117.5%	5.520%
11/8/2023	HighTower Advisors LLC	14,349	$392K	0.0%	N/A	0.275%
11/7/2023	Acorn Wealth Advisors LLC	9,738	$277K	0.2%	N/A	0.187%
11/3/2023	Private Advisor Group LLC	12,550	$357K	0.0%	N/A	0.240%
11/1/2023	Beaumont Financial Advisors LLC	23,779	$676K	0.1%	+57.4%	0.456%
11/1/2023	Orion Portfolio Solutions LLC	48,036	$1.37M	0.0%	+0.8%	0.920%
10/27/2023	Gradient Investments LLC	1,449,820	$41.21M	1.1%	+1,282,926.5%	27.774%
10/25/2023	Apexium Financial LP	24,860	$707K	0.1%	N/A	0.476%
10/24/2023	Woodmont Investment Counsel LLC	145,435	$4.13M	0.4%	N/A	2.786%
10/24/2023	Patton Albertson Miller Group LLC	27,219	$774K	0.2%	N/A	0.521%
10/24/2023	IAG Wealth Partners LLC	2,800	$80K	0.0%	+35.6%	0.054%
10/24/2023	Raymond James Financial Services Advisors Inc.	58,370	$1.66M	0.0%	+9.4%	1.118%
10/24/2023	Raymond James & Associates	82,572	$2.35M	0.0%	+197.7%	1.582%
10/24/2023	Financial Management Network Inc.	428,631	$11.96M	4.0%	+27.8%	8.211%
10/24/2023	Cambridge Investment Research Advisors Inc.	57,803	$1.64M	0.0%	+7.3%	1.107%
10/23/2023	Commonwealth Equity Services LLC	86,849	$2.47M	0.0%	+840.4%	1.664%
10/12/2023	IFP Advisors Inc	4,546	$129K	0.0%	N/A	0.087%
10/11/2023	CWM LLC	21,027	$598K	0.0%	-14.9%	0.403%
10/11/2023	Vista Private Wealth Partners. LLC	265,289	$7.46M	3.1%	N/A	5.082%
Get out of cash before the Fed's next meeting (Ad) "How I 6X-ed my wife's 401K in 1 year" At the peak of the dot-com boom, a former hedge fund manager put all $20,000 of his wife's 401k into shares of just ONE stock. Everyone on Wall Street said he was crazy. But a year later, that $20,000 in his wife's account was worth $120,000. Today, he says: "If you thought the dot-com mania was intense, what's about to happen in the coming weeks could be even crazier and could open up a new window of opportunity for 500%-plus gains." Click here now to watch this exclusive interview
8/14/2023	First Foundation Advisors	48,376	$1.45M	0.1%	N/A	0.927%
8/10/2023	IAG Wealth Partners LLC	2,065	$62K	0.0%	N/A	0.040%
8/10/2023	AlphaCore Capital LLC	11,350	$340K	0.1%	N/A	0.217%
8/3/2023	CWM LLC	24,714	$740K	0.0%	-4.8%	0.473%
8/2/2023	Beaumont Financial Advisors LLC	15,104	$452K	0.0%	N/A	0.289%
8/1/2023	Truist Financial Corp	16,306	$488K	0.0%	+42.9%	0.312%
8/1/2023	Pursue Wealth Partners LLC	40,000	$1.20M	0.8%	+300.0%	0.766%
7/31/2023	LPL Financial LLC	132,508	$3.97M	0.0%	+196.7%	2.538%
7/31/2023	Principle Wealth Partners LLC	466,247	$13.96M	1.4%	N/A	8.932%
7/28/2023	Capital Investment Advisory Services LLC	27,803	$833K	0.1%	+88.8%	1.635%

(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, 54 institutional investors and hedge funds held shares of VanEck Morningstar SMID Moat ETF. The most heavily invested institutionals were Gradient Investments LLC ($43.02M), 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 52 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 ($1.80M), 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 5,474,261 shares in the last 24 months. This purchase volume represents approximately $163.47M in transactions.

Which VanEck Morningstar SMID Moat ETF major shareholders have been selling company stock?: Of the 14 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), Avalon Capital Management ($67.44K), Raymond James & Associates ($27.42K), CWM LLC ($23.38K), Steward Partners Investment Advisory LLC ($10.75K), Capital Investment Advisory Services LLC ($10.11K), and Cambridge Investment Research Advisors Inc. ($7.61K).
How much institutional selling is happening at VanEck Morningstar SMID Moat ETF?: Institutional investors have sold a total of 1,076,393 shares in the last 24 months. This volume of shares sold represents approximately $32.69M in transactions.