Free Trial

VanEck Morningstar SMID Moat ETF (SMOT) Institutional Ownership

VanEck Morningstar SMID Moat ETF logo
$34.64 +0.29 (+0.84%)
As of 01/3/2025

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

Number of
Institutional Buyers
(last 12 months)
63
Total
Institutional Inflows
(last 12 months)
$71.43M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$39.87M
Get SMOT Insider Trade Alerts

Want to know when executives and insiders are buying or selling VanEck Morningstar SMID Moat ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

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
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%
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%
11/7/2024Tranquility Partners LLC10,578$371K0.1%+8.4%0.100%
11/7/2024Whalen Wealth Management Inc.6,022$211K0.1%N/A0.057%
11/7/2024Thrivent Financial for Lutherans13,454$471K0.0%-97.6%0.127%
11/6/2024Balboa 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%
11/1/2024Atria Investments Inc9,648$338K0.0%-62.2%0.091%
11/1/2024Stiles Financial Services Inc13,379$469K0.2%-8.9%0.126%
10/31/2024Woodmont Investment Counsel LLC159,410$5.58M0.4%+4.3%1.504%
10/29/2024Janney Montgomery Scott LLC25,124$880K0.0%+14.2%0.237%
10/28/2024TPG Advisors LLC46,887$1.64M1.3%+2.3%0.442%
10/28/2024Pursue Wealth Partners LLC47,221$1.65M0.9%+18.1%0.445%
10/28/2024Stephens Inc. AR37,473$1.31M0.0%+12.9%0.354%
10/23/2024Lake Street Advisors Group LLC7,901$277K0.0%N/A0.075%
10/23/2024Financial Management Network Inc.508,549$17.65M3.7%+0.1%4.798%
10/22/2024Global X Japan Co. Ltd.5,007$175K0.0%-50.0%0.047%
10/22/2024Private Advisor Group LLC9,043$317K0.0%-9.8%0.085%
10/22/2024Eastern Bank1,000$35K0.0%N/A0.009%
10/19/2024Stegent Equity Advisors Inc.21,266$745K0.8%N/A0.201%
10/18/2024Etesian Wealth Advisors Inc.10,731$376K0.2%-9.5%0.101%
10/18/2024Raymond James & Associates169,087$5.92M0.0%+1.3%1.595%
10/11/2024Paladin Wealth LLC38,859$1.36M1.2%N/A0.367%
10/11/2024VitalStone Financial LLC12,452$436K0.3%-27.8%0.117%
10/8/2024Mattson Financial Services LLC49,549$1.58M0.6%-0.7%0.467%
10/2/2024Lowe Wealth Advisors LLC13,374$468K0.2%+31.6%0.126%
9/30/2024Mattson Financial Services LLC49,874$1.59M0.6%N/A0.471%
9/5/2024Sanctuary Advisors LLC25,308$813K0.0%N/A0.239%
8/30/2024Creekside Partners46,865$1.50M0.8%N/A0.442%
8/30/2024Brown Financial Advisors89,924$2.87M1.3%N/A0.848%
8/22/2024Cetera Investment Advisers61,101$1.95M0.0%+33.5%0.576%
8/19/2024EP Wealth Advisors LLC67,350$2.15M0.0%-6.1%0.635%
8/13/2024TPG Advisors LLC45,850$1.47M1.2%N/A0.433%
8/13/2024Thrivent Financial for Lutherans558,216$17.84M0.0%+1.8%5.266%
8/12/2024WCG Wealth Advisors LLC14,067$450K0.0%N/A0.133%
8/9/2024Mesirow Financial Investment Management Inc.257,143$8.22M0.2%+3.2%2.426%
8/8/2024Stonebridge Financial Planning Group LLC8,608$275K0.1%N/A0.081%
8/8/2024VitalStone Financial LLC17,251$551K0.4%-10.3%0.163%
8/7/2024Global X Japan Co. Ltd.10,012$320K0.0%+32.8%0.094%
8/6/2024First Foundation Advisors56,712$1.81M0.1%-8.4%0.535%
8/1/2024Stiles Financial Services Inc14,679$469K0.2%+27.7%0.138%
7/31/2024Essex Financial Services Inc.18,633$596K0.0%N/A0.176%
7/31/2024Commonwealth Equity Services LLC24,550$785K0.0%+64.2%0.232%
7/29/2024IRON Financial LLC17,930$573K0.3%N/A0.169%
7/26/2024Cambridge Investment Research Advisors Inc.94,703$3.03M0.0%-0.7%0.893%
7/25/2024Tranquility Partners LLC9,760$312K0.1%+11.8%0.092%
7/25/2024Etesian Wealth Advisors Inc.11,863$379K0.2%-2.6%0.112%
7/24/2024Avalon Capital Management66,291$2.12M0.7%-47.6%0.625%
7/19/2024Raymond James & Associates166,843$5.33M0.0%-14.1%1.574%
7/18/2024Gradient Investments LLC1,345,893$43.02M1.0%+34.7%12.697%
7/17/2024Archford Capital Strategies LLC27,173$868K0.1%N/A0.256%
7/16/2024GPS Wealth Strategies Group LLC1,325$42K0.0%N/A0.013%
7/10/2024CWM LLC1,025$33K0.0%-94.3%0.010%
7/9/2024Lowe Wealth Advisors LLC10,164$325K0.1%+7.3%0.096%
7/9/2024Lynx Investment Advisory4,874$156K0.1%N/A0.046%
5/24/2024Cetera Investment Advisers45,755$1.56M0.0%N/A0.432%
5/14/2024EP Wealth Advisors LLC71,745$2.45M0.0%+41.1%0.688%
5/11/2024Beaumont Financial Advisors LLC31,075$1.06M0.1%+9.7%0.298%
5/10/2024First Foundation Advisors61,943$2.11M0.1%-0.8%0.594%
5/8/2024Tranquility Partners LLC8,727$298K0.1%+28.1%0.084%
5/6/2024VitalStone Financial LLC19,223$656K0.5%-5.7%0.184%
5/1/2024Janney Montgomery Scott LLC13,606$464K0.0%+38.2%0.130%
5/1/2024Private Advisor Group LLC11,744$401K0.0%-17.4%0.113%
4/26/2024Mesirow Financial Investment Management Inc.249,174$8.50M0.2%N/A2.419%
4/25/2024TRUE Private Wealth Advisors13,852$472K0.1%N/A0.134%
4/25/2024Capital Investment Advisory Services LLC25,540$871K0.1%-28.4%0.248%
4/25/2024Cambridge Investment Research Advisors Inc.95,399$3.25M0.0%-6.8%0.926%
4/24/2024Patton Albertson Miller Group LLC45,014$1.54M0.2%+1.6%0.437%
4/23/2024Gradient Investments LLC999,547$34.10M0.8%-4.3%9.704%
4/23/2024Principle Wealth Partners LLC726,451$24.78M1.9%+10.2%7.053%
4/23/2024Raymond James Financial Services Advisors Inc.69,685$2.38M0.0%+8.3%0.677%
4/22/2024Financial Management Network Inc.492,649$16.27M4.1%+7.1%4.783%
4/22/2024Raymond James & Associates194,258$6.63M0.0%+108.6%1.886%
4/19/2024Lake Street Private Wealth LLC30,290$1.03M0.1%+164.8%0.294%
4/18/2024Woodmont Investment Counsel LLC145,646$4.97M0.4%+1.1%1.414%
4/17/2024Avalon Capital Management126,594$4.32M1.8%-5.3%1.229%
4/15/2024Etesian Wealth Advisors Inc.12,176$415K0.2%+30.3%0.118%
4/12/2024Allen Mooney & Barnes Investment Advisors LLC17,015$559K0.1%N/A0.326%
4/9/2024Lowe Wealth Advisors LLC9,470$323K0.2%+8.3%0.181%
3/6/2024SageView Advisory Group LLC7,619$237K0.0%N/A0.146%
2/28/2024EP Wealth Advisors LLC50,855$1.60M0.0%N/A0.974%
2/14/2024Visionary Wealth Advisors31,816$1.00M0.1%N/A0.610%
2/14/2024VitalStone Financial LLC20,393$642K0.5%-4.5%0.391%
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%
(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, 80 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. ($17.65M), Mesirow Financial Investment Management Inc. ($9.08M), 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 76 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. ($259.11K), LPL Financial LLC ($243.49K), and Financial Management Network Inc. ($209.69K).

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

Institutional investors have bought a total of 6,070,443 shares in the last 24 months. This purchase volume represents approximately $183.22M in transactions.

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

Of the 25 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), Thrivent Financial for Lutherans ($544.76K), Avalon Capital Management ($67.44K), Raymond James & Associates ($27.42K), CWM LLC ($23.38K), Atria Investments Inc ($15.89K), and Steward Partners Investment Advisory LLC ($10.75K).

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

Institutional investors have sold a total of 1,670,173 shares in the last 24 months. This volume of shares sold represents approximately $53.43M in transactions.



This page (BATS:SMOT) was last updated on 1/6/2025 by MarketBeat.com Staff
From Our Partners