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VanEck Morningstar SMID Moat ETF (SMOT) Institutional Ownership

VanEck Morningstar SMID Moat ETF logo
$34.91
+0.09 (+0.26%)
(As of 11/1/2024 ET)
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Institutional Ownership Changes (13F Filings) for VanEck Morningstar SMID Moat ETF (BATS:SMOT)

Number of
Institutional Buyers
(last 12 months)
61
Total
Institutional Inflows
(last 12 months)
$73.61M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$20.52M
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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
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%
11/1/2024 Stiles Financial Services Inc13,379$469K0.2%-8.9%0.126%
10/31/2024 Woodmont Investment Counsel LLC159,410$5.58M0.4%+4.3%1.504%
10/29/2024 Janney Montgomery Scott LLC25,124$880K0.0%+14.2%0.237%
10/28/2024 TPG Advisors LLC46,887$1.64M1.3%+2.3%0.442%
10/28/2024 Pursue Wealth Partners LLC47,221$1.65M0.9%+18.1%0.445%
10/28/2024 Stephens Inc. AR37,473$1.31M0.0%+12.9%0.354%
10/23/2024 Lake Street Advisors Group LLC7,901$277K0.0%N/A0.075%
10/23/2024 Financial Management Network Inc.508,549$17.65M3.7%+0.1%4.798%
10/22/2024 Global X Japan Co. Ltd.5,007$175K0.0%-50.0%0.047%
10/22/2024 Private Advisor Group LLC9,043$317K0.0%-9.8%0.085%
10/22/2024 Eastern 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%
10/11/2024 Paladin Wealth LLC38,859$1.36M1.2%N/A0.367%
10/11/2024 VitalStone Financial LLC12,452$436K0.3%-27.8%0.117%
10/8/2024 Mattson Financial Services LLC49,549$1.58M0.6%-0.7%0.467%
10/2/2024 Lowe Wealth Advisors LLC13,374$468K0.2%+31.6%0.126%
9/30/2024 Mattson 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%
8/13/2024 TPG 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%
8/8/2024 VitalStone Financial LLC17,251$551K0.4%-10.3%0.163%
8/7/2024 Global 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%
8/1/2024 Stiles Financial Services Inc14,679$469K0.2%+27.7%0.138%
7/31/2024 Essex Financial Services Inc.18,633$596K0.0%N/A0.176%
7/31/2024Commonwealth Equity Services LLC24,550$785K0.0%+64.2%0.232%
7/29/2024 IRON Financial LLC17,930$573K0.3%N/A0.169%
7/26/2024 Cambridge 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%
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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%
7/18/2024 Gradient Investments LLC1,345,893$43.02M1.0%+34.7%12.697%
7/17/2024 Archford Capital Strategies LLC27,173$868K0.1%N/A0.256%
7/16/2024 GPS Wealth Strategies Group LLC1,325$42K0.0%N/A0.013%
7/10/2024 CWM LLC1,025$33K0.0%-94.3%0.010%
7/9/2024 Lowe 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%
5/11/2024 Beaumont 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%
5/6/2024 VitalStone Financial LLC19,223$656K0.5%-5.7%0.184%
5/1/2024 Janney Montgomery Scott LLC13,606$464K0.0%+38.2%0.130%
5/1/2024 Private 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%
4/25/2024 Capital Investment Advisory Services LLC25,540$871K0.1%-28.4%0.248%
4/25/2024 Cambridge 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%
4/23/2024 Gradient 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%
4/22/2024 Financial 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%
4/19/2024 Lake Street Private Wealth LLC30,290$1.03M0.1%+164.8%0.294%
4/18/2024 Woodmont 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%
4/12/2024 Allen Mooney & Barnes Investment Advisors LLC17,015$559K0.1%N/A0.326%
4/9/2024 Lowe 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%
2/14/2024 VitalStone 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%
2/9/2024SageView Advisory Group LLC7,619$237K0.0%N/A0.146%
2/9/2024 Cambridge Investment Research Advisors Inc.102,310$3.22M0.0%+77.0%1.960%
2/9/2024Balboa Wealth Partners9,493$299K0.1%N/A0.182%
2/8/2024 Apexium Financial LP143,866$4.53M0.3%+478.7%2.756%
2/7/2024Acorn Wealth Advisors LLC12,913$407K0.2%+32.6%0.247%
2/7/2024Soundwatch Capital LLC8,127$256K0.1%N/A0.156%
2/7/2024Patton Albertson Miller Group LLC44,291$1.40M0.2%+62.7%0.848%
2/6/2024 Private Advisor Group LLC14,217$448K0.0%+13.3%0.272%
2/5/2024Principle Wealth Partners LLC659,045$20.76M1.8%+12.9%12.625%
2/2/2024 IAG Wealth Partners LLC2,305$73K0.0%-17.7%0.044%
2/2/2024Truist Financial Corp48,479$1.53M0.0%+4.8%0.929%
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2/1/2024 Capital Investment Advisory Services LLC35,651$1.12M0.1%+28.0%0.683%
2/1/2024 CWM LLC19,673$620K0.0%-6.4%0.377%
1/31/2024 Beaumont Financial Advisors LLC28,329$892K0.1%+19.1%0.543%
1/31/2024Western Wealth Management LLC17,848$562K0.0%N/A0.342%
1/31/2024Tranquility Partners LLC6,812$215K0.1%N/A0.130%
1/30/2024Capital Analysts LLC9,300$293K0.0%+84.9%0.178%
1/26/2024 Randolph Co Inc6,356$200K0.0%N/A0.122%
1/22/2024 Financial Management Network Inc.459,937$14.05M4.1%+7.3%8.811%
1/19/2024 Woodmont Investment Counsel LLC144,003$4.54M0.4%-1.0%2.759%
1/18/2024 Gradient Investments LLC1,044,103$32.89M0.8%-28.0%20.002%
(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, 72 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), Thrivent Financial for Lutherans ($17.84M), Financial Management Network Inc. ($17.65M), Mesirow Financial Investment Management Inc. ($9.08M), LPL Financial LLC ($8.19M), and BKA Wealth Consulting Inc. ($7.88M).Learn more on SMOT's institutional investors.

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

Of the 69 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 5,938,920 shares in the last 24 months. This purchase volume represents approximately $178.62M in transactions.

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

Of the 19 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), Atria Investments Inc ($15.89K), Steward Partners Investment Advisory LLC ($10.75K), and Capital Investment Advisory Services LLC ($10.11K).

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

Institutional investors have sold a total of 1,117,424 shares in the last 24 months. This volume of shares sold represents approximately $34.09M in transactions.


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This page (BATS:SMOT) was last updated on 11/2/2024 by MarketBeat.com Staff
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