Who Owns VanEck Morningstar SMID Moat ETF (SMOT)?Hedge Fund & Institutional Holders

$34.98+0.01 (+0.01%)Financial ServicesBATS

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+13 / -4

Price History

$28.40$30.73$33.06$35.40$37.73Sep 24Jun 25Mar 26

SMOT — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
GREAT LAKES ADVISORS, LLCNew Position+1.1M+$40.0B
FINANCIAL MANAGEMENT NETWORK INCNew Position+560K+$20.4B
UNITED CAPITAL FINANCIAL ADVISORS, LLCNew Position+340K+$12.0B
JONES FINANCIAL COMPANIES LLLPNew Position+91K+$3.0B
Family Office Research LLCNew Position+67K+$2.4B
Creekside PartnersNew Position+65K+$2.3B
TPG Advisors LLCNew Position+62K+$2.2B
STEPHENS INC /AR/New Position+49K+$1.8B
Gradient Investments LLCIncreased+34K+$1.3B
Vise Technologies, Inc.New Position+36K+$1.0B
Mattson Financial Services, LLCNew Position+23K+$821.0M
Coordinated Financial Services, Inc.New Position+22K+$800.0M
Stiles Financial Services IncNew Position+22K+$793.0M
PURSUE WEALTH PARTNERS LLCIncreased+22K+$784.4M
Acorn Wealth Advisors, LLCNew Position+22K+$779.0M

SMOT — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
LPL Financial LLCDecreased-137K-$44.5B
Apexium Financial, LPClosed Position-330K-$11.9B
Mesirow Financial Investment Management, Inc.Decreased-43K-$9.3B
OSAIC HOLDINGS, INC.Decreased-73K-$2.8B
Cetera Investment AdvisersDecreased-3K-$2.4B
ROYAL BANK OF CANADADecreased-53K-$2.3B
Farther Finance Advisors, LLCDecreased-39K-$1.4B
Steward Partners Investment Advisory, LLCDecreased-3K-$793.3M
STIFEL FINANCIAL CORPDecreased-285-$776.9M
Equitable Holdings, Inc.Decreased-2K-$767.4M
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-21K-$765.7M
IHT Wealth Management, LLCDecreased-248-$515.0M
Essex Financial Services, Inc.Decreased-2K-$509.2M
VestGen Advisors, LLCClosed Position-13K-$464.3M
Global X Japan Co., Ltd.Closed Position-11K-$411.9M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1GREAT LAKES ADVISORS, LLC1,086,980$39.0B318.00%Share
2Gradient Investments LLC822,960$29.8B472.89%Share
3FINANCIAL MANAGEMENT NETWORK INC560,002$20.4B3.23%Share
4UNITED CAPITAL FINANCIAL ADVISORS, LLC339,937$12.0B72.25%Share
5BANK OF AMERICA CORP /DE/275,419$9.0B0.65%Share
6BANK OF AMERICA CORP /DE/154,160$5.0B0.36%Share
7JONES FINANCIAL COMPANIES LLLP91,172$3.0B1.83%Share
8RAYMOND JAMES FINANCIAL INC103,468$3.0B0.93%Share
9RAYMOND JAMES FINANCIAL INC86,892$3.0B0.93%Share
10Family Office Research LLC66,806$2.4B1.00%Share
11Creekside Partners64,603$2.3B0.99%Share
12TPG Advisors LLC61,702$2.2B1.39%Share
13MERCER GLOBAL ADVISORS INC /ADV65,991$2.0B3.05%Share
14STEPHENS INC /AR/49,368$1.8B22.23%Share
15Brown Financial Advisors48,398$1.8B0.64%Share
16PURSUE WEALTH PARTNERS LLC44,601$1.6B0.78%Share
17FIRST FOUNDATION ADVISORS37,472$1.4B0.05%Share
18Stonebridge Financial Planning Group, LLC32,174$1.2B0.42%Share
19Steward Partners Investment Advisory, LLC47,167$1.0B5.48%Share
20GREAT LAKES ADVISORS, LLC44,399$1.0B8.15%Share
21Vise Technologies, Inc.36,082$1.0B19.59%Share
22STIFEL FINANCIAL CORP48,672$1.0B0.90%Share
23Paladin Wealth, LLC27,125$981.0M0.67%Share
24Farther Finance Advisors, LLC25,667$929.0M9.95%Share
25Mattson Financial Services, LLC22,703$821.0M0.19%Share
26Coordinated Financial Services, Inc.22,118$800.0M0.46%Share
27Stiles Financial Services Inc21,923$793.0M0.24%Share
28Acorn Wealth Advisors, LLC21,529$779.0M0.23%Share
29Comprehensive Financial Consultants Institutional, Inc.19,825$717.0M0.22%Share
30WOODMONT INVESTMENT COUNSEL LLC19,450$704.0M0.04%Share
31IRON Financial LLC17,354$628.0M0.29%Share
32Tranquility Partners, LLC13,338$482.0M0.17%Share
33Principle Wealth Partners LLC11,904$430.0M0.02%Share
34Atlas Wealth LLC11,374$411.0M0.12%Share
35OPPENHEIMER & CO INC10,126$366.0M5.20%Share
36COMERICA BANK10,108$365.0M1.46%Share
37Copley Financial Group, Inc.9,281$335.0M0.21%Share
38FIRST FOUNDATION ADVISORS8,295$300.0M0.01%Share
39Fermata Advisors, LLC8,101$293.0M0.07%Share
40Capital Investment Advisory Services, LLC7,509$271.0M0.02%Share
41Etesian Wealth Advisors, Inc.6,564$237.0M0.07%Share
42PRIVATE TRUST CO NA1,659$60.0M0.01%Share
43Geneos Wealth Management Inc.1,115$40.0M0.00%Share
44LPL Financial LLC1,096,786$39.0M0.01%Share
45EASTERN BANK1,000$36.0M0.62%Share
461620 INVESTMENT ADVISORS, INC.835$30.0M0.02%Share
47UBS Group AG707$25.0M0.00%Share
48FAS Wealth Partners, Inc.642$23.0M0.00%Share
49MORGAN STANLEY602,220$21.0M0.00%Share
50ASSETMARK, INC569$20.0M0.04%Share

SMOT Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025104$155.9B+43
Q3 202561$139.1B-27
Q2 202588$252.5B-9
Q1 202597$296.4B+9
Q4 202488$12.7T+27
Q3 202461$55.3T+2
Q2 202459$8.5T+12
Q1 202447$699.4T—

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As of Q4 2025, 50 institutional investors hold SMOT (VanEck Morningstar SMID Moat ETF). The largest holder is GREAT LAKES ADVISORS, LLC with $39.0B in shares. This quarter, 13 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own SMOT?

As of Q4 2025, 50 institutional investors report holding SMOT (VanEck Morningstar SMID Moat ETF) in their 13F filings.

Who is the largest institutional holder of SMOT?

The largest institutional holder of SMOT is GREAT LAKES ADVISORS, LLC with $39.0B in shares.

Is institutional ownership of SMOT increasing or decreasing?

This quarter, 13 institutions opened new positions in SMOT and 4 closed their positions.