Who Owns SMOT?
VanEck Morningstar SMID Moat ETF — Institutional Ownership & 13F Holdings
$36.82
+0.15 (+0.40%)
Market Cap
$349.6M
Shares Outstanding
8,628,911
Institutional Holders
97
Total Inst. Value
$262.1M
% of Float Held
—
QoQ Holder Change
+50
Institutional data as of Q1 2025
New Positions
23
Closed Positions
14
Increased
38
Decreased
24
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Gradient Investments LLC | $39.7M | 1,212,034 |
| 2 | GREAT LAKES ADVISORS, LLCNew | $30.6M | 933,735 |
| 3 | Principle Wealth Partners LLC | $26.4M | 806,266 |
| 4 | MORGAN STANLEY | $20.8M | 635,406 |
| 5 | BANK OF AMERICA CORP /DE/ | $16.8M | 513,723 |
| 6 | FINANCIAL MANAGEMENT NETWORK INC | $16.2M | 555,222 |
| 7 | Apexium Financial, LP | $11.3M | 343,495 |
| 8 | Mesirow Financial Investment Management, Inc. | $8.8M | 268,972 |
| 9 | RAYMOND JAMES FINANCIAL INC | $8.7M | 265,327 |
| 10 | Farther Finance Advisors, LLC | $7.5M | 226,920 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Gradient Investments LLC | +92K | $39.7M |
| GREAT LAKES ADVISORS, LLCNew | +934K | $30.6M |
| Principle Wealth Partners LLC | +26K | $26.4M |
| MORGAN STANLEY | +169K | $20.8M |
| FINANCIAL MANAGEMENT NETWORK INC | +28K | $16.2M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | -235K | $16.8M |
| Farther Finance Advisors, LLC | -51K | $7.5M |
| Cambridge Investment Research Advisors, Inc. | -29K | $2.8M |
| TRUIST FINANCIAL CORP | -26K | $1.3M |
| JONES FINANCIAL COMPANIES LLLP | -24K | $2.0M |
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Frequently Asked Questions
How many institutional investors hold SMOT?
As of Q1 2025, 97 institutional investors report holding SMOT (VanEck Morningstar SMID Moat ETF) in their 13F filings.
Which hedge fund owns the most SMOT?
The largest institutional holder of SMOT is Gradient Investments LLC with $39.7M in shares.
Are institutions buying or selling SMOT?
This quarter, 23 institutions opened new positions in SMOT and 14 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.