Who Owns VanEck Short Muni ETF (SMB)?Hedge Fund & Institutional Holders

$17.39+0.01 (+0.03%)Financial ServicesBATS

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$3.769134820200001e+183T

% of Float Held

—

QoQ Change in Holders

+15 / -5

Price History

$16.86$17.02$17.19$17.35$17.51Aug 24Jun 25Mar 26

SMB — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Sanctuary Advisors, LLCNew Position+423K+$7.3M
Savant Capital, LLCNew Position+324K+$5.0M
Composition Wealth, LLCNew Position+278K+$4.8M
Cerity Partners LLCNew Position+238K+$4.0M
Willis Johnson & Associates, Inc.New Position+211K+$3.7M
Valeo Financial Advisors, LLCNew Position+157K+$2.7M
Janney Capital Management LLCNew Position+144K+$2.5M
Westside Investment Management, Inc.New Position+69K+$1.2M
ENVESTNET ASSET MANAGEMENT INCNew Position+64K+$1.0M
FAS Wealth Partners, Inc.New Position+48K+$833K
Ascent Group, LLCNew Position+46K+$792K
PRIVATE TRUST CO NANew Position+41K+$720K
Merit Financial Group, LLCNew Position+37K+$639K
Stronghold Wealth Management L.L.C.New Position+30K+$521K
J.W. COLE ADVISORS, INC.New Position+29K+$511K

SMB — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
UBS Group AGDecreased-21K-$5.4B
MY Wealth Management Inc.Decreased-41K-$4.4B
MidWestOne Financial Group, Inc.Decreased-7K-$3.7B
OSAIC HOLDINGS, INC.Decreased-4K-$2.9B
Prosperity Consulting Group, LLCDecreased-15K-$2.3B
Private Advisor Group, LLCDecreased-249-$1.5B
LWM Advisory Services, LLCClosed Position-52K-$909.1M
Integrated Wealth Concepts LLCDecreased-32K-$865.7M
JUNCTURE WEALTH STRATEGIES, LLCDecreased-11K-$546.5M
Equitable Holdings, Inc.Closed Position-15K-$266.3M
Brand Asset Management Group, Inc.Closed Position-12K-$214.6M
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-12K-$207.6M
FMR LLCDecreased-2K-$156.7M
IFP Advisors, IncDecreased-50-$122.8M
PRINCIPAL SECURITIES, INC.Closed Position-4K-$76.2M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Allworth Financial LP2,164,921$37.7M0.15%Share
2Anchor Investment Management, LLC2,000$34.8M0.00%Share
3BANK OF AMERICA CORP /DE/1,186,504$20.0M0.00%Share
4RAYMOND JAMES FINANCIAL INC891,408$15.0M0.00%Share
5BANK OF AMERICA CORP /DE/822,947$14.0M0.00%Share
6MORGAN STANLEY722,055$12.0M0.00%Share
7LPL Financial LLC635,320$11.0M0.00%Share
8JPMORGAN CHASE & CO537,362$9.0M0.00%Share
9WELLS FARGO & COMPANY/MN478,641$8.0M0.00%Share
10AMERIPRISE FINANCIAL INC409,068$7.0M0.00%Share
11UBS Group AG292,159$5.1M0.00%Share
12STIFEL FINANCIAL CORP314,944$5.0M0.00%Share
13Savant Capital, LLC324,280$5.0M0.03%Share
14SEI INVESTMENTS CO301,342$5.0M0.00%Share
15Composition Wealth, LLC278,329$4.8M0.07%Share
16Cerity Partners LLC238,103$4.0M0.01%Share
17CONDOR CAPITAL MANAGEMENT221,906$3.9M0.31%Share
18MY Wealth Management Inc.212,012$3.7M3.22%Share
19Willis Johnson & Associates, Inc.210,845$3.7M0.23%Share
20MidWestOne Financial Group, Inc.206,858$3.6M0.40%Share
21IMPACTfolio, LLC163,790$2.9M1.20%Share
22Valeo Financial Advisors, LLC157,000$2.7M0.06%Share
23Janney Capital Management LLC144,165$2.5M0.16%Share
24Gradient Investments LLC132,542$2.3M0.04%Share
25Prosperity Consulting Group, LLC116,601$2.0M0.09%Share
26MML INVESTORS SERVICES, LLC123,872$2.0M0.00%Share
27OSAIC HOLDINGS, INC.155,627$2.0M0.00%Share
28Sanctuary Advisors, LLC107,182$1.8M0.01%Share
29Sanctuary Advisors, LLC107,182$1.8M0.01%Share
30Sanctuary Advisors, LLC103,941$1.8M0.01%Share
31Sanctuary Advisors, LLC104,259$1.8M0.01%Share
32Westside Investment Management, Inc.68,524$1.2M0.19%Share
33ENVESTNET ASSET MANAGEMENT INC63,555$1.0M0.00%Share
34WELLS FARGO & COMPANY/MN75,313$1.0M0.00%Share
35Private Advisor Group, LLC86,999$1.0M0.00%Share
36BANK OF AMERICA CORP /DE/67,496$1.0M0.00%Share
37BARTLETT & CO. WEALTH MANAGEMENT LLC55,363$963K0.01%Share
38FAS Wealth Partners, Inc.47,874$833K0.05%Share
39Ascent Group, LLC45,037$784K0.03%Share
40PRIVATE TRUST CO NA41,380$720K0.06%Share
41Merit Financial Group, LLC36,722$639K0.01%Share
42COMERICA BANK36,544$636K0.00%Share
43J.W. COLE ADVISORS, INC.29,395$511K0.01%Share
44Diversified Portfolios, Inc.27,956$486K0.04%Share
45Shade Tree Advisors LLC26,934$468K0.36%Share
46Stronghold Wealth Management L.L.C.25,420$442K0.65%Share
47M Holdings Securities, Inc.22,973$400K0.03%Share
48LIBERTY SQUARE WEALTH PARTNERS LLC21,955$382K0.11%Share
49PEOPLES BANK /OH21,899$381K0.24%Share
50JUNCTURE WEALTH STRATEGIES, LLC20,495$356K0.12%Share

SMB Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202598$255.2M+46
Q3 202552$180.7B-30
Q2 202582$163.5B-5
Q1 202587$175.2B+6
Q4 202481$3.7T+14
Q3 202467$113.0T-6
Q2 202473$107.8T+1
Q1 202472$114.0T—

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As of Q4 2025, 50 institutional investors hold SMB (VanEck Short Muni ETF). The largest holder is Allworth Financial LP with $37.7M in shares. This quarter, 15 institutions opened new positions and 5 closed their positions.

Frequently Asked Questions

How many hedge funds own SMB?

As of Q4 2025, 50 institutional investors report holding SMB (VanEck Short Muni ETF) in their 13F filings.

Who is the largest institutional holder of SMB?

The largest institutional holder of SMB is Allworth Financial LP with $37.7M in shares.

Is institutional ownership of SMB increasing or decreasing?

This quarter, 15 institutions opened new positions in SMB and 5 closed their positions.