Vaneck Morningstar Smid MoatSMOTETF
13F holders, Q2 2026 (June 30)101holders −6
6new positions
11sold out
1famous investor
$38.89avg. 13F price*
At the end of Q2 2026, 101 institutions reported holding Vaneck Morningstar Smid Moat (SMOT) in their 13F filings, down 6 from Q1 2026. 6 opened new positions and 11 sold out. The largest holders were Gradient Investments LLC ($35.2M), LPL Financial LLC ($32.4M) and Great Lakes Advisors, LLC ($29.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Vaneck Morningstar Smid Moat
- CUSIP
- 92189H730
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $2.0M |
| Exits | 11 | $5.8M |
All 13F filers, Q1 2026 → Q2 2026: 296,430 shares bought and 738,269 shares sold, net −441,839 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 101 holders
| Gradient Investments LLC | 0.49% | Add +4.1% | 905,457 | $35.2M |
| LPL Financial LLC | 0.01% | Reduce -10.5% | 832,840 | $32.4M |
| Great Lakes Advisors, LLC | 0.22% | Reduce -8.5% | 745,551 | $29.0M |
| Morgan Stanley | 0.00% | Reduce -10.4% | 442,385 | $17.2M |
| Bank of America Corp. | 0.00% | Add +5.0% | 441,347 | $17.2M |
| United Capital Financial Advisors, LLC | 0.07% | Add +0.2% | 339,071 | $13.2M |
| Financial Management Network Inc. | 1.70% | Reduce -36.7% | 301,222 | $11.8M |
| Mesirow Financial Investment Management, Inc. | 0.16% | Reduce -0.0% | 268,034 | $10.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -11.2% | 150,378 | $5.8M |
| Focused Alpha, LLC | 1.37% | Add +30.7% | 137,722 | $5.4M |
| Jones Financial Companies LLLP | 0.00% | Add +8.1% | 114,624 | $4.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -4.1% | 79,577 | $3.1M |
| Eubel Brady & Suttman Asset Management Inc. | 0.39% | Reduce -1.9% | 79,886 | $3.1M |
| Bank of New Hampshire | 0.58% | Add +129.8% | 71,642 | $2.8M |
| Creekside Partners | 0.96% | Add +1.4% | 68,133 | $2.6M |
| Prospera Financial Services Inc | 0.04% | Reduce -0.3% | 64,902 | $2.5M |
| TRUE Private Wealth Advisors | 0.21% | Add +3.5% | 63,375 | $2.5M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -7.8% | 56,709 | $2.2M |
| Vise Technologies, Inc. | 0.02% | Add +51.1% | 54,539 | $2.1M |
| MAI Capital Management | 0.01% | Add +94.7% | 51,812 | $2.0M |
| Family Office Research LLC | 0.72% | Reduce -4.4% | 49,230 | $1.9M |
| Stephens Inc. | 0.02% | Reduce -4.8% | 49,104 | $1.9M |
| Brown Financial Advisors | 0.66% | Add +1.0% | 48,946 | $1.9M |
| TPG Advisors LLC | 1.04% | Add +1.7% | 48,611 | $1.9M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -10.4% | 48,196 | $1.9M |
| Stifel Financial Corp. | 0.00% | Reduce -8.9% | 45,239 | $1.8M |
| First Foundation Advisors | 0.06% | Reduce -0.9% | 43,780 | $1.7M |
| Royal Bank of Canada | 0.00% | Add +136.3% | 37,552 | $1.5M |
| Cetera Investment Advisers | 0.00% | Reduce -15.5% | 34,854 | $1.4M |
| Paladin Wealth, LLC | 0.76% | Add +10.1% | 33,637 | $1.3M |
| Pursue Wealth Partners LLC | 0.69% | Reduce -30.1% | 31,661 | $1.2M |
| Beaumont Financial Advisors, LLC | 0.07% | Reduce -9.0% | 28,977 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Add +101.6% | 27,893 | $1.1M |
| Stonebridge Financial Planning Group, LLC | 0.34% | Reduce -9.8% | 27,841 | $1.1M |
| HighTower Advisors, LLC | 0.00% | Reduce -2.1% | 27,589 | $1.1M |
| Mattson Financial Services, LLC | 0.19% | Add +5.4% | 23,407 | $927K |
| IMA Advisory Services, Inc. | 0.06% | New | 22,717 | $883K |
| Stiles Financial Services Inc | 0.22% | Add +0.4% | 22,137 | $860K |
| First Financial Group Corp | 0.59% | Reduce -1.9% | 20,963 | $815K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -8.9% | 20,242 | $787K |
| Equitable Holdings, Inc. | 0.00% | No change | 19,690 | $765K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -27.6% | 19,367 | $753K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.20% | Reduce -1.9% | 19,102 | $742K |
| Woodmont Investment Counsel LLC | 0.04% | No change | 17,097 | $664K |
| Argent Trust Co | 0.02% | Reduce -19.1% | 16,950 | $659K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -17.4% | 16,396 | $637K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -17.6% | 15,316 | $595K |
| Jane Street Group, LLC | 0.00% | New | 14,390 | $559K |
| AlphaCore Capital LLC | 0.01% | No change | 14,350 | $558K |
| Atlas Wealth LLC | 0.09% | No change | 14,129 | $549K |
| IHT Wealth Management, LLC | 0.01% | Reduce -0.8% | 13,993 | $544K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -20.1% | 13,046 | $507K |
| MML Investors Services, LLC | 0.00% | New | 12,781 | $497K |
| Tranquility Partners, LLC | 0.17% | Reduce -7.6% | 12,551 | $488K |
| Principle Wealth Partners LLC | 0.02% | Reduce -1.4% | 11,454 | $445K |
| Wells Fargo & Company | 0.00% | Add +2107.0% | 11,322 | $440K |
| Oppenheimer & Co. Inc. | 0.00% | No change | 11,271 | $438K |
| Essex Financial Services, Inc. | 0.02% | Reduce -10.1% | 10,050 | $391K |
| Fifth Third Bancorp | 0.00% | No change | 9,947 | $387K |
| Capital Analysts, LLC | 0.01% | Reduce -0.0% | 9,695 | $377K |
| Stegent Equity Advisors, Inc. | 0.27% | Reduce -0.7% | 9,609 | $373K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -31.1% | 8,025 | $312K |
| Private Advisor Group, LLC | 0.00% | Reduce -0.2% | 7,981 | $310K |
| Independent Financial Group, LLC | 0.01% | Reduce -3.2% | 7,981 | $310K |
| Copley Financial Group, Inc. | 0.19% | Reduce -7.1% | 7,957 | $309K |
| Fermata Advisors, LLC | 0.06% | No change | 7,849 | $305K |
| NewEdge Advisors, LLC | 0.00% | No change | 7,743 | $301K |
| Soundwatch Capital LLC | 0.03% | Reduce -1.6% | 7,716 | $300K |
| Creative Planning | 0.00% | Add +0.4% | 7,418 | $288K |
| Capital Investment Advisory Services, LLC | 0.02% | Reduce -8.1% | 7,207 | $280K |
| Sanctuary Advisors, LLC | 0.00% | No change | 6,600 | $256K |
| SageView Advisory Group, LLC | 0.01% | No change | 6,561 | $255K |
| Kinetic Wealth Investment Advisors LLC | 0.12% | — | 6,295 | $245K |
| IFP Advisors, Inc | 0.00% | Add +12.6% | 5,494 | $213K |
| Citadel Advisors | 0.00% | Reduce -75.0% | 5,484 | $213K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -45.5% | 4,012 | $156K |
| UBS Group AG | 0.00% | Add +2010.2% | 3,925 | $153K |
| JPMorgan Chase & Co. | 0.00% | Add +655.0% | 3,118 | $121K |
| Osaic Holdings, Inc. | 0.00% | Reduce -74.4% | 2,913 | $113K |
| Ancora Advisors LLC | 0.00% | Reduce -39.1% | 2,645 | $103K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 2,003 | $78K |
| BlackRock, Inc. | 0.00% | No change | 1,944 | $76K |
| Bank of Montreal | 0.00% | New | 1,800 | $57K |
| FMR LLC | 0.00% | Reduce -17.6% | 1,403 | $55K |
| Private Trust Co. NA | 0.00% | Reduce -24.1% | 1,259 | $49K |
| Allworth Financial LP | 0.00% | Add +1.2% | 1,161 | $45K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,115 | $43K |
| Arax Advisory Partners | 0.00% | Reduce -24.1% | 1,049 | $41K |
| Eastern Bank | 0.00% | No change | 1,000 | $39K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -98.0% | 936 | $36K |
| 1620 Investment Advisors, Inc. | 0.02% | Reduce -28.7% | 845 | $33K |
| Global X Japan Co., Ltd. | 0.00% | Reduce -12.8% | 735 | $29K |
| Hilton Head Capital Partners, LLC | 0.01% | No change | 500 | $19K |
| Harbour Investments, Inc. | 0.00% | No change | 463 | $18K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 412 | $16K |
| Assetmark, Inc. | 0.00% | Reduce -37.6% | 355 | $14K |
| Vanguard Advisers Inc. | 0.00% | No change | 199 | $8K |
| Citigroup Inc. | 0.00% | New | 163 | $6K |
| Trust Co | 0.00% | No change | 92 | $4K |
| AE Wealth Management LLC | 0.00% | Add +18.4% | 90 | $3K |
"% of holder's portfolio" is SMOT's weight in each manager's 13F, not the share of Vaneck Morningstar Smid Moat the manager owns.