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DOW   39,131.53 (+0.16%)
QQQ   436.78 (-0.29%)
AAPL   182.52 (-1.00%)
MSFT   410.34 (-0.32%)
META   484.03 (-0.43%)
GOOGL   143.96 (-0.09%)
AMZN   174.99 (+0.23%)
TSLA   191.97 (-2.76%)
NVDA   788.17 (+0.36%)
NIO   5.40 (-7.69%)
AMD   176.52 (-2.94%)
BABA   75.96 (-0.22%)
T   16.80 (+1.27%)
F   12.15 (+0.25%)
MU   86.00 (+0.10%)
CGC   3.36 (-0.30%)
GE   153.33 (+1.09%)
DIS   107.74 (+0.09%)
AMC   4.43 (+0.23%)
PFE   27.76 (+0.76%)
PYPL   59.16 (+1.39%)
XOM   103.84 (-0.88%)
S&P 500   5,088.80 (+0.03%)
DOW   39,131.53 (+0.16%)
QQQ   436.78 (-0.29%)
AAPL   182.52 (-1.00%)
MSFT   410.34 (-0.32%)
META   484.03 (-0.43%)
GOOGL   143.96 (-0.09%)
AMZN   174.99 (+0.23%)
TSLA   191.97 (-2.76%)
NVDA   788.17 (+0.36%)
NIO   5.40 (-7.69%)
AMD   176.52 (-2.94%)
BABA   75.96 (-0.22%)
T   16.80 (+1.27%)
F   12.15 (+0.25%)
MU   86.00 (+0.10%)
CGC   3.36 (-0.30%)
GE   153.33 (+1.09%)
DIS   107.74 (+0.09%)
AMC   4.43 (+0.23%)
PFE   27.76 (+0.76%)
PYPL   59.16 (+1.39%)
XOM   103.84 (-0.88%)
S&P 500   5,088.80 (+0.03%)
DOW   39,131.53 (+0.16%)
QQQ   436.78 (-0.29%)
AAPL   182.52 (-1.00%)
MSFT   410.34 (-0.32%)
META   484.03 (-0.43%)
GOOGL   143.96 (-0.09%)
AMZN   174.99 (+0.23%)
TSLA   191.97 (-2.76%)
NVDA   788.17 (+0.36%)
NIO   5.40 (-7.69%)
AMD   176.52 (-2.94%)
BABA   75.96 (-0.22%)
T   16.80 (+1.27%)
F   12.15 (+0.25%)
MU   86.00 (+0.10%)
CGC   3.36 (-0.30%)
GE   153.33 (+1.09%)
DIS   107.74 (+0.09%)
AMC   4.43 (+0.23%)
PFE   27.76 (+0.76%)
PYPL   59.16 (+1.39%)
XOM   103.84 (-0.88%)
S&P 500   5,088.80 (+0.03%)
DOW   39,131.53 (+0.16%)
QQQ   436.78 (-0.29%)
AAPL   182.52 (-1.00%)
MSFT   410.34 (-0.32%)
META   484.03 (-0.43%)
GOOGL   143.96 (-0.09%)
AMZN   174.99 (+0.23%)
TSLA   191.97 (-2.76%)
NVDA   788.17 (+0.36%)
NIO   5.40 (-7.69%)
AMD   176.52 (-2.94%)
BABA   75.96 (-0.22%)
T   16.80 (+1.27%)
F   12.15 (+0.25%)
MU   86.00 (+0.10%)
CGC   3.36 (-0.30%)
GE   153.33 (+1.09%)
DIS   107.74 (+0.09%)
AMC   4.43 (+0.23%)
PFE   27.76 (+0.76%)
PYPL   59.16 (+1.39%)
XOM   103.84 (-0.88%)

VanEck Morningstar SMID Moat ETF (SMOT) Institutional Ownership

$32.34
+0.13 (+0.40%)
(As of 02/23/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
51
Total
Institutional Inflows
(last 12 months)
$140.33 M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$27.14 M
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SMOT Institutional Buying and Selling by Quarter


VanEck Morningstar SMID Moat ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/16/2024SageView Advisory Group LLC7,619$0.24M0.0%N/A0.146%
2/15/2024Citadel Advisors LLC14,262$0.45M0.0%+27.9%0.273%
2/14/2024Royal Bank of Canada27,168$0.86M0.0%N/A0.520%
2/14/2024Visionary Wealth Advisors31,816$1M0.1%N/A0.610%
2/14/2024VitalStone Financial LLC20,393$0.64M0.5%-4.5%0.391%
2/13/2024Stephens Inc. AR10,219$0.32M0.0%N/A0.196%
2/13/2024Cetera Advisor Networks LLC15,920$0.50M0.0%N/A0.305%
2/12/2024Stifel Financial Corp42,042$1.32M0.0%-4.7%0.805%
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$0.24M0.0%N/A0.146%
2/9/2024Cambridge Investment Research Advisors Inc.102,310$3.22M0.0%+77.0%1.960%
2/9/2024Balboa Wealth Partners9,493$0.30M0.1%N/A0.182%
2/8/2024Apexium Financial LP143,866$4.53M0.3%+478.7%2.756%
2/8/2024Janney Montgomery Scott LLC9,848$0.31M0.0%N/A0.189%
2/7/2024Acorn Wealth Advisors LLC12,913$0.41M0.2%+32.6%0.247%
2/7/2024Soundwatch Capital LLC8,127$0.26M0.1%N/A0.156%
2/7/2024Patton Albertson Miller Group LLC44,291$1.40M0.2%+62.7%0.848%
2/6/2024Private Advisor Group LLC14,217$0.45M0.0%+13.3%0.272%
2/5/2024Principle Wealth Partners LLC659,045$20.76M1.8%+12.9%12.625%
2/2/2024IAG Wealth Partners LLC2,305$73K0.0%-17.7%0.044%
2/2/2024Truist Financial Corp48,479$1.53M0.0%+4.8%0.929%
2/1/2024Capital Investment Advisory Services LLC35,651$1.12M0.1%+28.0%0.683%
2/1/2024CWM LLC19,673$0.62M0.0%-6.4%0.377%
1/31/2024Beaumont Financial Advisors LLC28,329$0.89M0.1%+19.1%0.543%
1/31/2024Western Wealth Management LLC17,848$0.56M0.0%N/A0.342%
1/31/2024Tranquility Partners LLC6,812$0.22M0.1%N/A0.130%
1/30/2024Capital Analysts LLC9,300$0.29M0.0%+84.9%0.178%
1/26/2024Randolph Co Inc6,356$0.20M0.0%N/A0.122%
1/22/2024Financial Management Network Inc.459,937$14.05M4.1%+7.3%8.811%
1/19/2024Woodmont Investment Counsel LLC144,003$4.54M0.4%-1.0%2.759%
1/18/2024Gradient Investments LLC1,044,103$32.89M0.8%-28.0%20.002%
1/16/2024Raymond James Financial Services Advisors Inc.64,345$2.03M0.0%+10.2%1.233%
1/16/2024Raymond James & Associates93,139$2.93M0.0%+12.8%1.784%
1/12/2024Avalon Capital Management133,730$4.21M1.8%N/A2.562%
1/12/2024Etesian Wealth Advisors Inc.9,343$0.30M0.2%N/A0.179%
1/5/2024Lowe Wealth Advisors LLC8,745$0.28M0.1%+18.8%0.168%
11/16/2023VitalStone Financial LLC21,365$0.58M0.5%N/A0.409%
11/16/2023Panoramic Investment Advisors LLC7,560$0.22M0.2%N/A0.145%
11/16/2023First Foundation Advisors58,537$1.66M0.1%+21.0%1.121%
11/13/2023Stifel Financial Corp44,095$1.25M0.0%N/A0.845%
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$0.39M0.0%N/A0.275%
11/7/2023Acorn Wealth Advisors LLC9,738$0.28M0.2%N/A0.187%
11/3/2023Private Advisor Group LLC12,550$0.36M0.0%N/A0.240%
11/1/2023Beaumont Financial Advisors LLC23,779$0.68M0.1%+57.4%0.456%
11/1/2023Orion Portfolio Solutions LLC48,036$1.37M0.0%+0.8%0.920%
10/27/2023Gradient Investments LLC1,449,820$41.21M1.1%+1,282,926.5%27.774%
10/25/2023Apexium Financial LP24,860$0.71M0.1%N/A0.476%
10/24/2023Woodmont Investment Counsel LLC145,435$4.13M0.4%N/A2.786%
10/24/2023Patton Albertson Miller Group LLC27,219$0.77M0.2%N/A0.521%
10/24/2023IAG Wealth Partners LLC2,800$80K0.0%+35.6%0.054%
10/24/2023Raymond James Financial Services Advisors Inc.58,370$1.66M0.0%+9.4%1.118%
10/24/2023Raymond James & Associates82,572$2.35M0.0%+197.7%1.582%
10/24/2023Financial Management Network Inc.428,631$11.96M4.0%+27.8%8.211%
10/24/2023Cambridge 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$0.13M0.0%N/A0.087%
10/11/2023CWM LLC21,027$0.60M0.0%-14.9%0.403%
10/11/2023Vista Private Wealth Partners. LLC265,289$7.46M3.1%N/A5.082%
8/21/2023Osaic Holdings Inc.1,608$48K0.0%-53.1%0.031%
8/17/2023Orion Portfolio Solutions LLC47,645$1.43M0.0%+73.5%0.913%
8/15/2023Goldman Sachs Group Inc.10,145$0.30M0.0%N/A0.194%
8/14/2023Orion Portfolio Solutions LLC47,645$1.43M0.0%+73.5%0.913%
8/14/2023MML Investors Services LLC134,927$4.04M0.0%+30.9%2.585%
8/14/2023First Foundation Advisors48,376$1.45M0.1%N/A0.927%
8/10/2023Osaic Holdings Inc.1,608$48K0.0%-53.1%0.031%
8/10/2023IAG Wealth Partners LLC2,065$62K0.0%N/A0.040%
8/10/2023Commonwealth Equity Services LLC9,235$0.28M0.0%N/A0.177%
8/10/2023AlphaCore Capital LLC11,350$0.34M0.1%N/A0.217%
8/3/2023CWM LLC24,714$0.74M0.0%-4.8%0.473%
8/2/2023Beaumont Financial Advisors LLC15,104$0.45M0.0%N/A0.289%
8/1/2023Truist Financial Corp16,306$0.49M0.0%+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%
7/31/2023Principle Wealth Partners LLC466,247$13.96M1.4%N/A8.932%
7/28/2023Capital Investment Advisory Services LLC27,803$0.83M0.1%+88.8%1.635%
7/28/2023Financial Management Network Inc.335,474$10.07M3.5%+18.3%19.734%
7/25/2023Raymond James Financial Services Advisors Inc.53,353$1.60M0.0%+80.2%3.138%
7/25/2023Raymond James & Associates27,737$0.83M0.0%N/A1.632%
7/13/2023Cambridge Investment Research Advisors Inc.53,869$1.61M0.0%+475.7%3.169%
7/7/2023Lowe Wealth Advisors LLC7,070$0.21M0.1%N/A0.416%
5/30/2023BKA Wealth Consulting Inc.283,513$7.88M3.1%N/A16.388%
5/16/2023Ancora Advisors LLC8,140$0.23M0.0%N/A0.471%
5/16/2023Susquehanna International Group LLP15,257$0.43M0.0%-25.4%0.882%
5/12/2023MML Investors Services LLC103,076$2.93M0.0%N/A5.958%
5/11/2023Cambridge Investment Research Advisors Inc.9,357$0.27M0.0%N/A0.541%
5/10/2023LPL Financial LLC44,666$1.27M0.0%N/A2.582%
5/9/2023Tower Research Capital LLC TRC3,629$0.10M0.0%N/A0.210%
5/9/2023RFG Advisory LLC39,785$1.13M0.1%-10.8%2.300%
5/9/2023Clear Investment Research LLC1,747$50K0.1%N/A0.101%
5/5/2023Truist Financial Corp11,413$0.33M0.0%N/A0.660%
5/1/2023CWM LLC25,960$0.74M0.0%N/A1.501%
4/21/2023BKA Wealth Consulting Inc.283,513$7.88M3.2%N/A16.388%
4/21/2023Capital Investment Advisory Services LLC14,727$0.42M0.0%+227.7%0.851%
4/17/2023Gradient Investments LLC2,092$59K0.0%-99.6%0.121%
4/14/2023Raymond James Financial Services Advisors Inc.29,603$0.84M0.0%N/A2.368%
2/16/2023RFG Advisory LLC44,613$1.39M0.1%N/A0.000%
2/14/2023Susquehanna International Group LLP20,443$0.55M0.0%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, 55 institutional investors and hedge funds held shares of VanEck Morningstar SMID Moat ETF. The most heavily invested institutionals were Gradient Investments LLC ($32.89M), Principle Wealth Partners LLC ($20.76M), Financial Management Network Inc. ($14.05M), LPL Financial LLC ($8.19M), BKA Wealth Consulting Inc. ($7.88M), Vista Private Wealth Partners. LLC ($7.46M), and Woodmont Investment Counsel LLC ($4.54M).Learn more on SMOT's institutional investors.

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

Of the 53 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), BKA Wealth Consulting Inc. ($0.57M), Principle Wealth Partners LLC ($0.54M), LPL Financial LLC ($0.29M), Vista Private Wealth Partners. LLC ($0.27M), Financial Management Network Inc. ($0.18M), and Woodmont Investment Counsel LLC ($0.15M).

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

Institutional investors have bought a total of 4,887,755 shares in the last 24 months. This purchase volume represents approximately $142.21M 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 ($0.87M), Steward Partners Investment Advisory LLC ($10.75K), CWM LLC ($6.29K), Susquehanna International Group LLP ($5.19K), RFG Advisory LLC ($4.83K), Osaic Holdings Inc. ($3.64K), and Stifel Financial Corp ($2.05K).

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

Institutional investors have sold a total of 908,599 shares in the last 24 months. This volume of shares sold represents approximately $27.14M in transactions.


This page (BATS:SMOT) was last updated on 2/23/2024 by MarketBeat.com Staff