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VanEck Morningstar SMID Moat ETF (SMOT) Institutional Ownership

VanEck Morningstar SMID Moat ETF logo
$35.64 +0.91 (+2.62%)
Closing price 02/21/2025 03:59 PM Eastern
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$36.88 +1.25 (+3.50%)
As of 02/21/2025 06:54 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for VanEck Morningstar SMID Moat ETF (BATS:SMOT)

Number of
Institutional Buyers
(last 12 months)
73
Total
Institutional Inflows
(last 12 months)
$102.06M
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$37.82M
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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
2/18/2025 Stonebridge Financial Planning Group LLC16,416$566K0.3%+64.3%0.155%
2/17/2025 EP Wealth Advisors LLC62,950$2.17M0.0%-3.7%0.594%
2/17/2025 Cetera Investment Advisers83,567$2.88M0.0%+11.1%0.788%
2/17/2025 Bank of America Corp DE748,501$25.80M0.0%+7.6%7.061%
2/17/2025 Ancora Advisors LLC10,586$365K0.0%-5.8%0.100%
2/14/2025 Mercer Global Advisors Inc. ADV75,151$2.59M0.0%+3.8%0.709%
2/14/2025 Capital Analysts LLC9,617$331K0.0%+23.0%0.091%
2/14/2025 IHT Wealth Management LLC20,050$691K0.0%N/A0.189%
2/14/2025 Stifel Financial Corp49,586$1.71M0.0%-2.6%0.468%
2/14/2025 MML Investors Services LLC121,107$4.18M0.0%+29.2%1.143%
2/13/2025 Mariner LLC13,732$473K0.0%+4.1%0.130%
2/13/2025 SageView Advisory Group LLC6,561$226K0.0%N/A0.062%
2/13/2025 Family Office Research LLC84,953$2.93M1.3%N/A0.801%
2/13/2025 First Foundation Advisors50,953$1.76M0.1%+5.0%0.481%
2/13/2025 TRUE Private Wealth Advisors79,681$2.75M0.3%+13.0%0.752%
2/13/2025 Raymond James Financial Inc.244,510$8.43M0.0%N/A2.307%
2/13/2025 Envestnet Asset Management Inc.10,010$345K0.0%-9.5%0.094%
2/12/2025 Maridea Wealth Management LLC9,373$323K0.1%N/A0.088%
2/11/2025 Woodmont Investment Counsel LLC163,937$5.65M0.4%+2.8%1.547%
2/11/2025 LPL Financial LLC1,088,476$37.52M0.0%+17.1%10.269%
2/11/2025 Atlas Wealth LLC11,374$392K0.1%+10.0%0.107%
2/10/2025 Thrivent Financial for Lutherans12,446$429K0.0%-7.5%0.117%
2/10/2025 First Financial Group Corp22,266$768K0.8%N/A0.210%
2/10/2025 Commonwealth Equity Services LLC23,244$801K0.0%+23.7%0.219%
2/10/2025 Farther Finance Advisors LLC277,580$9.57M0.3%+3,965,328.6%2.619%
2/7/2025 HighTower Advisors LLC52,001$1.79M0.0%-9.0%0.491%
2/7/2025 Coordinated Financial Services Inc.16,551$571K0.4%N/A0.156%
2/7/2025 Mesirow Financial Investment Management Inc.276,972$9.55M0.2%+6.9%2.613%
2/6/2025 Raymond James Financial Inc.244,510$8.43M0.0%N/A2.307%
2/6/2025 M&T Bank Corp6,475$223K0.0%N/A0.061%
2/6/2025 Atria Investments Inc9,085$313K0.0%-5.8%0.086%
2/6/2025 Steward Partners Investment Advisory LLC49,728$1.71M0.0%+15.9%0.469%
2/6/2025 Jones Financial Companies Lllp34,774$1.20M0.0%+136.0%0.328%
2/5/2025 TPG Advisors LLC47,625$1.64M1.3%+1.6%0.449%
2/5/2025 Stegent Equity Advisors Inc.43,735$1.51M1.5%+105.7%0.413%
2/4/2025 Lake Street Advisors Group LLC9,088$313K0.0%+15.0%0.086%
2/4/2025 Acorn Wealth Advisors LLC37,226$1.28M0.5%+3.7%0.351%
2/4/2025 Brown Financial Advisors71,601$2.47M1.0%-24.7%0.675%
2/4/2025 IFP Advisors Inc6,310$218K0.0%+249.4%0.060%
2/3/2025 Eubel Brady & Suttman Asset Management Inc.80,962$2.79M0.4%+1.4%0.764%
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2/3/2025 Private Advisor Group LLC8,629$297K0.0%-4.6%0.081%
2/3/2025 Financial Management Network Inc.527,215$18.26M3.8%+3.7%4.974%
1/31/2025 Truist Financial Corp64,678$2.23M0.0%-12.5%0.610%
1/31/2025 Sanctuary Advisors LLC23,394$859K0.0%-4.1%0.221%
1/31/2025 Sierra Ocean LLC4,226$146K0.1%N/A0.040%
1/29/2025 Tranquility Partners LLC11,508$397K0.1%+8.8%0.109%
1/29/2025 Paladin Wealth LLC30,717$1.06M0.9%-21.0%0.290%
1/29/2025 Principle Wealth Partners LLC780,194$26.89M1.9%+0.5%7.360%
1/28/2025 Stiles Financial Services Inc19,679$678K0.2%+47.1%0.186%
1/28/2025 Stephens Inc. AR39,278$1.35M0.0%+4.8%0.371%
1/28/2025 Global X Japan Co. Ltd.6,016$207K0.0%+20.2%0.057%
1/27/2025 Etesian Wealth Advisors Inc.9,889$341K0.2%-7.8%0.093%
1/24/2025 GPS Wealth Strategies Group LLC1,080$37K0.0%-26.8%0.010%
1/24/2025 Comprehensive Financial Consultants Institutional Inc.20,281$699K0.3%N/A0.191%
1/22/2025 IRON Financial LLC18,859$650K0.4%+5.0%0.178%
1/22/2025 Apexium Financial LP331,454$11.43M0.7%+11.9%3.127%
1/21/2025 Archford Capital Strategies LLC28,397$979K0.1%+8.0%0.268%
1/21/2025 Patton Albertson Miller Group LLC32,654$1.13M0.2%-24.6%0.308%
1/21/2025 Gradient Investments LLC1,119,600$38.59M0.8%-18.8%10.562%
1/17/2025 Janney Montgomery Scott LLC28,724$990K0.0%+14.3%0.271%
1/17/2025 Beaumont Financial Advisors LLC32,162$1.11M0.1%+2.7%0.303%
1/15/2025 Whitaker Myers Wealth Managers LTD.5,887$203K0.1%N/A0.056%
1/10/2025 Lowe Wealth Advisors LLC18,423$635K0.3%+37.8%0.174%
12/9/2024Copley Financial Group Inc.7,351$258K0.2%N/A0.069%
11/25/2024 Sanctuary Advisors LLC24,394$899K0.0%-3.6%0.230%
11/18/2024 Brown Financial Advisors95,150$3.33M1.4%+5.8%0.898%
11/15/2024 Valued Retirements Inc.6,020$211K0.3%N/A0.057%
11/15/2024 MML Investors Services LLC93,758$3.28M0.0%-3.0%0.885%
11/15/2024 Orion Portfolio Solutions LLC11,667$409K0.0%-5.3%0.110%
11/15/2024 EP Wealth Advisors LLC65,350$2.29M0.0%-3.0%0.617%
11/15/2024 Jane Street Group LLC16,164$566K0.0%N/A0.152%
11/15/2024 Stifel Financial Corp50,885$1.78M0.0%+9.3%0.480%
11/15/2024 HighTower Advisors LLC57,162$1.99M0.0%+30.8%0.539%
11/15/2024 Atlas Wealth LLC10,341$362K0.2%+3.2%0.098%
11/14/2024 TRUE Private Wealth Advisors70,533$2.47M0.3%+414.7%0.665%
11/13/2024 Patton Albertson Miller Group LLC43,284$1.52M0.2%-0.9%0.408%
11/13/2024 Acorn Wealth Advisors LLC35,897$1.26M0.5%+15.1%0.339%
11/9/2024 Creekside Partners54,284$1.90M1.0%+15.8%0.512%
11/8/2024 Stonebridge Financial Planning Group LLC9,993$350K0.2%+16.1%0.094%
11/8/2024 Prospera Financial Services Inc10,690$374K0.0%+15.8%0.101%
11/7/2024 Tranquility Partners LLC10,578$371K0.1%+8.4%0.100%
11/7/2024 Whalen Wealth Management Inc.6,022$211K0.1%N/A0.057%
11/7/2024 Thrivent Financial for Lutherans13,454$471K0.0%-97.6%0.127%
11/6/2024 Balboa Wealth Partners8,519$298K0.1%-11.9%0.080%
11/2/2024 Mesirow Financial Investment Management Inc.259,109$9.08M0.2%+0.8%2.444%
11/1/2024 Atria 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%
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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%
10/19/2024 Stegent Equity Advisors Inc.21,266$745K0.8%N/A0.201%
10/18/2024 Etesian Wealth Advisors Inc.10,731$376K0.2%-9.5%0.101%
10/18/2024Raymond James & Associates169,087$5.92M0.0%+1.3%1.595%
(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, 97 institutional investors and hedge funds held shares of VanEck Morningstar SMID Moat ETF. The most heavily invested institutionals were Gradient Investments LLC ($38.59M), LPL Financial LLC ($37.52M), Principle Wealth Partners LLC ($26.89M), Bank of America Corp DE ($25.80M), Financial Management Network Inc. ($18.26M), Apexium Financial LP ($11.43M), and Farther Finance Advisors LLC ($9.57M).Learn more on SMOT's institutional investors.

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

Of the 93 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 ($613.41K), BKA Wealth Consulting Inc. ($567.03K), Raymond James Financial Inc. ($489.02K), LPL Financial LLC ($402.48K), Farther Finance Advisors LLC ($277.57K), and Mesirow Financial Investment Management Inc. ($276.97K).

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

Institutional investors have bought a total of 7,466,768 shares in the last 24 months. This purchase volume represents approximately $231.38M in transactions.

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

Of the 33 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 ($1.18M), Thrivent Financial for Lutherans ($545.77K), Avalon Capital Management ($67.44K), Raymond James & Associates ($27.42K), Brown Financial Advisors ($23.55K), CWM LLC ($23.38K), and Atria Investments Inc ($16.46K).

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

Institutional investors have sold a total of 1,995,401 shares in the last 24 months. This volume of shares sold represents approximately $64.64M in transactions.


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This page (BATS:SMOT) was last updated on 2/22/2025 by MarketBeat.com Staff
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