$17.30
-0.01 (-0.09%)
Market Cap
$304.0M
Shares Outstanding
17,564,290
Institutional Holders
87
Total Inst. Value
$179.6M
% of Float Held
—
QoQ Holder Change
+15
Institutional data as of Q1 2025
New Positions
16
Closed Positions
10
Increased
30
Decreased
20
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $38.8M | 2,262 |
| 2 | BANK OF AMERICA CORP /DE/ | $35.4M | 2,066,434 |
| 3 | WELLS FARGO & COMPANY/MN | $9.3M | 543,299 |
| 4 | MORGAN STANLEY | $8.4M | 490,991 |
| 5 | JPMORGAN CHASE & CO | $7.6M | 443,607 |
| 6 | AMERIPRISE FINANCIAL INC | $7.1M | 414,027 |
| 7 | DOHJ, LLCNew | $6.2M | 364,304 |
| 8 | UBS Group AG | $5.7M | 330,324 |
| 9 | PrairieView Partners, LLCNew | $5.0M | 293,041 |
| 10 | STIFEL FINANCIAL CORP | $4.1M | 239,060 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MORGAN STANLEY | +57K | $8.4M |
| AMERIPRISE FINANCIAL INC | +6K | $7.1M |
| DOHJ, LLCNew | +364K | $6.2M |
| UBS Group AG | +10K | $5.7M |
| PrairieView Partners, LLCNew | +293K | $5.0M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | -765K | $35.4M |
| JPMORGAN CHASE & CO | -80K | $7.6M |
| WELLS FARGO & COMPANY/MN | -78K | $9.3M |
| Integrated Wealth Concepts LLC | -66K | $2.0M |
| LPL Financial LLC | -49K | $9K |
Related Stocks
Frequently Asked Questions
How many institutional investors hold SMB?
As of Q1 2025, 87 institutional investors report holding SMB (VanEck Short Muni ETF) in their 13F filings.
Which hedge fund owns the most SMB?
The largest institutional holder of SMB is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $38.8M in shares.
Are institutions buying or selling SMB?
This quarter, 16 institutions opened new positions in SMB and 10 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.