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VanEck Short Muni ETF (SMB) Institutional Ownership

$17.14 +0.07 (+0.41%)
As of 01/21/2025 03:58 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for VanEck Short Muni ETF (BATS:SMB)

Number of
Institutional Buyers
(last 12 months)
39
Total
Institutional Inflows
(last 12 months)
$50.46M
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$11.14M
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SMB Institutional Buying and Selling by Quarter

VanEck Short Muni ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025Juncture Wealth Strategies LLC30,812$527K0.2%-30.4%0.205%
1/17/2025 Bartlett & CO. Wealth Management LLC64,178$1.10M0.0%-6.2%0.426%
1/17/2025 Janney Capital Management LLC143,606$2.45M0.2%N/A0.954%
1/15/2025 Arkadios Wealth Advisors27,300$467K0.0%N/A0.181%
1/15/2025 Wealthcare Advisory Partners LLC22,135$378K0.0%-12.1%0.147%
1/10/2025 ST Germain D J Co. Inc.5,311$91K0.0%N/A0.035%
1/2/2025 IMPACTfolio LLC138,240$2.36M1.2%+4.7%0.919%
12/26/2024JPMorgan Chase & Co.311,121$5.38M0.0%+10.9%2.067%
11/25/2024Sanctuary Advisors LLC101,864$1.75M0.0%-2.5%0.677%
11/18/2024Rehmann Capital Advisory Group66,481$1.15M0.1%-1.6%0.442%
11/15/2024MidWestOne Financial Group Inc.141,456$2.45M0.3%+7.6%0.940%
11/15/2024MML Investors Services LLC102,229$1.77M0.0%+10.7%0.679%
11/15/2024Jane Street Group LLC12,433$215K0.0%-78.8%0.083%
11/15/2024Stifel Financial Corp214,153$3.70M0.0%-2.1%1.423%
11/15/2024Integrated Wealth Concepts LLC69,621$1.20M0.0%-33.6%0.463%
11/15/2024HighTower Advisors LLC17,501$302K0.0%-49.0%0.116%
11/13/2024Freedom Investment Management Inc.77,262$1.34M0.1%-2.3%0.513%
11/12/2024Cerity Partners LLC185,410$3.21M0.0%+23.9%1.232%
11/12/2024M Holdings Securities Inc.572,659$9.90M2.5%+7.8%3.805%
11/12/2024Raymond James Trust N.A.12,483$216K0.0%-22.5%0.083%
11/5/2024Prime Capital Investment Advisors LLC27,909$483K0.0%-8.1%0.185%
10/24/2024Kavar Capital Partners Group LLC12,500$216K0.0%N/A0.083%
10/24/2024 Wealth Enhancement Advisory Services LLC24,974$432K0.0%N/A0.166%
10/24/2024PFG Investments LLC17,419$301K0.0%-5.1%0.116%
10/23/2024Allworth Financial LP1,257,510$21.74M0.1%+14.8%8.356%
10/22/2024Detalus Advisors LLC28,142$487K0.2%-11.2%0.187%
10/18/2024 Bartlett & CO. Wealth Management LLC68,403$1.18M0.0%-9.0%0.455%
10/9/2024Juncture Wealth Strategies LLC44,291$766K0.3%-18.6%0.294%
10/8/2024 MBM Wealth Consultants LLC32,225$557K0.2%-2.7%0.214%
10/5/2024Fluent Financial LLC11,730$203K0.1%N/A0.078%
10/1/2024 IMPACTfolio LLC132,024$2.28M1.2%+1.3%0.877%
9/5/2024Sanctuary Advisors LLC104,521$1.77M0.0%N/A0.694%
8/16/2024MidWestOne Financial Group Inc.131,478$2.24M0.4%+38.9%0.874%
8/13/2024Sei Investments Co.190,266$3.24M0.0%+24.1%1.264%
8/9/2024One Capital Management LLC25,710$437K0.0%-39.7%0.171%
8/8/2024Prosperity Consulting Group LLC218,623$3.72M0.5%-7.6%1.453%
8/8/2024Condor Capital Management196,221$3.34M0.3%+4.2%1.304%
8/7/2024PFG Investments LLC18,363$312K0.0%-16.2%0.122%
8/1/2024Willis Johnson & Associates Inc.245,333$4.17M0.3%+1.4%1.630%
8/1/2024PrairieView Partners LLC300,571$5.11M0.6%-0.3%1.997%
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7/31/2024Commonwealth Equity Services LLC22,464$382K0.0%-6.0%0.149%
7/29/2024FAS Wealth Partners Inc.36,761$625K0.1%+2.0%0.244%
7/26/2024WealthShield Partners LLC9,962$169K0.0%-24.1%0.066%
7/23/2024Vicus Capital12,053$205K0.0%-73.9%0.080%
7/23/2024Diversified Portfolios Inc.93,033$1.58M0.2%N/A0.618%
7/20/2024 Brand Asset Management Group Inc.10,451$178K0.1%N/A0.069%
7/11/2024Juncture Wealth Strategies LLC54,398$925K0.4%-5.8%0.361%
7/2/2024 Massmutual Trust Co. FSB ADV45,900$780K0.0%+80.1%0.305%
5/17/2024Comerica Bank20,148$343K0.0%+8.1%0.135%
5/16/2024Jane Street Group LLC1,356,703$23.09M0.0%+146.9%9.105%
5/9/2024Condor Capital Management188,278$3.20M0.3%+4.8%1.264%
5/7/2024Sei Investments Co.153,363$2.61M0.0%+3.8%1.029%
5/4/2024PrairieView Partners LLC301,418$5.13M0.6%+0.3%2.023%
5/3/2024Rehmann Capital Advisory Group68,583$1.17M0.1%+7.9%0.460%
5/1/2024 Janney Capital Management LLC148,777$2.53M0.2%-1.2%0.999%
5/1/2024Cherry Tree Wealth Management LLC14,688$250K0.1%-16.6%0.099%
5/1/2024Prosperity Consulting Group LLC236,601$4.03M0.5%N/A1.588%
4/29/2024FAS Wealth Partners Inc.36,039$613K0.1%+6.9%0.242%
4/23/2024Global Retirement Partners LLC2,385$41K0.0%-36.3%0.017%
4/22/2024PFG Investments LLC21,918$373K0.0%+6.5%0.158%
4/19/2024Willis Johnson & Associates Inc.242,039$4.12M0.4%-4.9%1.741%
4/18/2024 Miracle Mile Advisors LLC16,170$275K0.0%N/A0.116%
4/17/2024Vicus Capital46,097$785K0.1%-3.0%0.332%
4/16/2024Dohj LLC358,373$6.10M1.6%+44.0%2.578%
4/15/2024 Wealthcare Advisory Partners LLC40,119$683K0.0%-9.4%0.289%
4/9/2024 Massmutual Trust Co. FSB ADV25,491$434K0.0%-7.5%0.167%
4/5/2024Juncture Wealth Strategies LLC57,718$982K0.4%+1.6%0.377%
4/1/2024 IMPACTfolio LLC130,143$2.22M1.3%+7.6%0.851%
2/13/2024Joseph Group Capital Management14,300$244K0.1%N/A0.093%
2/13/2024Jones Financial Companies Lllp9,828$168K0.0%N/A0.064%
2/12/2024Condor Capital Management179,599$3.07M0.3%+1.1%1.174%
2/12/2024Stifel Financial Corp263,153$4.50M0.0%-1.3%1.720%
2/9/2024Eagle Global Advisors LLC28,000$479K0.0%-9.7%0.183%
2/9/2024Wells Fargo & Company MN613,015$10.48M0.0%+3.0%4.007%
2/8/2024 Janney Capital Management LLC150,563$2.57M0.2%-2.5%0.984%
2/8/2024Quotient Wealth Partners LLC25,920$443K0.0%N/A0.169%
2/7/2024One Capital Management LLC42,640$729K0.0%-30.0%0.279%
2/6/2024Cherry Tree Wealth Management LLC17,618$301K0.1%-27.4%0.115%
2/6/2024Private Advisor Group LLC45,306$774K0.0%+17.3%0.296%
2/6/2024 Wealthcare Advisory Partners LLC44,286$757K0.0%-75.0%0.289%
2/2/2024Dohj LLC248,832$4.25M1.3%N/A1.626%
2/1/2024Foster & Motley Inc.10,755$184K0.0%N/A0.070%
2/1/2024CWM LLC4,384$75K0.0%N/A0.029%
2/1/2024Vicus Capital47,535$812K0.1%-28.3%0.311%
1/30/2024 MBM Wealth Consultants LLC41,739$712K0.3%-2.6%0.273%
1/26/2024Cerity Partners LLC432,753$7.40M0.0%+710.8%2.828%
1/26/2024PrairieView Partners LLC300,581$5.14M0.6%+99.8%1.965%
1/24/2024Detalus Advisors LLC33,351$570K0.2%-65.1%0.218%
1/24/2024Prime Capital Investment Advisors LLC43,485$743K0.0%+4.7%0.284%
1/24/2024Allworth Financial LP727,891$12.44M0.1%-15.2%4.757%
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1/24/2024Private Trust Co. NA46,196$789K0.1%+926.8%0.302%
1/23/2024FAS Wealth Partners Inc.33,713$576K0.1%-14.0%0.220%
1/18/2024Strategic Financial Concepts LLC11,012$188K0.1%-13.8%0.072%
1/18/2024Global Retirement Partners LLC3,747$64K0.0%-13.8%0.024%
1/17/2024PFG Investments LLC20,573$352K0.1%-16.9%0.134%
1/16/2024Raymond James Financial Services Advisors Inc.29,148$498K0.0%+4.1%0.191%
1/16/2024Raymond James & Associates32,595$557K0.0%+8.8%0.213%
1/12/2024Willis Johnson & Associates Inc.254,455$4.35M0.4%+51.6%1.663%
1/11/2024OneAscent Financial Services LLC11,136$190K0.0%N/A0.073%
1/11/2024FORVIS Wealth Advisors LLC42,380$724K0.0%-19.0%0.277%
(Data available from 1/1/2016 forward)

SMB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SMB shares?

During the previous two years, 105 institutional investors and hedge funds held shares of VanEck Short Muni ETF. The most heavily invested institutionals were Bank of America Corp DE ($53.78M), Allworth Financial LP ($21.74M), Wells Fargo & Company MN ($10.48M), M Holdings Securities Inc. ($9.90M), UBS Group AG ($6.59M), Dohj LLC ($6.10M), and LPL Financial LLC ($5.89M).Learn more on SMB's institutional investors.

Which institutional investors have been buying VanEck Short Muni ETF stock?

Of the 73 institutional investors that purchased VanEck Short Muni ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Allworth Financial LP ($845.33K), Bank of America Corp DE ($812.42K), Jane Street Group LLC ($807.25K), Cerity Partners LLC ($472.04K), Dohj LLC ($358.37K), UBS Group AG ($346.14K), and Condor Capital Management ($315.13K).

How much institutional buying is happening at VanEck Short Muni ETF?

Institutional investors have bought a total of 6,524,932 shares in the last 24 months. This purchase volume represents approximately $110.68M in transactions.

Which VanEck Short Muni ETF major shareholders have been selling company stock?

Of the 61 institutional investors that sold VanEck Short Muni ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Vicus Capital ($578.53K), LPL Financial LLC ($397.56K), Raymond James Financial Services Advisors Inc. ($384.69K), Condor Capital Management ($278.79K), M Holdings Securities Inc. ($249.29K), Wealthcare Advisory Partners LLC ($194.16K), and Leisure Capital Management ($158.04K).

How much institutional selling is happening at VanEck Short Muni ETF?

Institutional investors have sold a total of 3,684,834 shares in the last 24 months. This volume of shares sold represents approximately $62.32M in transactions.



This page (BATS:SMB) was last updated on 1/22/2025 by MarketBeat.com Staff
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