Vaneck Morningstar Smid MoatSMOTETF
13F holders, Q4 2024 (December 31)100holders +7
15new positions
11sold out
1famous investor
$34.49avg. 13F price*
At the end of Q4 2024, 100 institutions reported holding Vaneck Morningstar Smid Moat (SMOT) in their 13F filings, up 7 from Q3 2024. 15 opened new positions and 11 sold out. The largest holders were Gradient Investments LLC ($38.6M), LPL Financial LLC ($37.5M) and Principle Wealth Partners LLC ($26.9M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $3.3M |
| Exits | 11 | $3.1M |
All 13F filers, Q3 2024 → Q4 2024: 1,327,047 shares bought and 414,836 shares sold, net +912,211 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 100 holders
| Gradient Investments LLC | 0.78% | Reduce -18.8% | 1,119,600 | $38.6M |
| LPL Financial LLC | 0.02% | Add +17.1% | 1,088,476 | $37.5M |
| Principle Wealth Partners LLC | 1.89% | Add +0.6% | 780,194 | $26.9M |
| Bank of America Corp. | 0.00% | Add +7.6% | 748,501 | $25.8M |
| Financial Management Network Inc. | 3.80% | Add +3.7% | 527,215 | $18.3M |
| Morgan Stanley | 0.00% | Add +618.8% | 466,225 | $16.1M |
| Apexium Financial, LP | 0.69% | Add +11.9% | 331,454 | $11.4M |
| Farther Finance Advisors, LLC | 0.35% | Add +3965328.6% | 277,580 | $9.6M |
| Mesirow Financial Investment Management, Inc. | 0.19% | Add +6.9% | 276,972 | $9.5M |
| Raymond James Financial Inc. | 0.00% | — | 244,510 | $8.4M |
| Woodmont Investment Counsel LLC | 0.42% | Add +2.8% | 163,937 | $5.7M |
| Kestra Advisory Services, LLC | 0.03% | Add +8.0% | 144,111 | $5.0M |
| MML Investors Services, LLC | 0.01% | Add +29.2% | 121,107 | $4.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +14.6% | 113,254 | $3.9M |
| Family Office Research LLC | 1.28% | — | 84,953 | $2.9M |
| Cetera Investment Advisers | 0.01% | Add +11.1% | 83,567 | $2.9M |
| Osaic Holdings, Inc. | 0.01% | Add +109.6% | 81,670 | $2.8M |
| Eubel Brady & Suttman Asset Management Inc. | 0.40% | Add +1.4% | 80,962 | $2.8M |
| TRUE Private Wealth Advisors | 0.33% | Add +13.0% | 79,681 | $2.7M |
| Mercer Global Advisors Inc. | 0.01% | Add +3.8% | 75,151 | $2.6M |
| Brown Financial Advisors | 0.99% | Reduce -24.8% | 71,601 | $2.5M |
| Truist Financial Corp. | 0.00% | Reduce -12.5% | 64,678 | $2.2M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -3.7% | 62,950 | $2.2M |
| Creekside Partners | 1.11% | Add +14.7% | 62,254 | $2.1M |
| HighTower Advisors, LLC | 0.00% | Reduce -9.0% | 52,001 | $1.8M |
| First Foundation Advisors | 0.07% | Add +5.0% | 50,953 | $1.8M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +15.9% | 49,728 | $1.7M |
| Stifel Financial Corp. | 0.00% | Reduce -2.5% | 49,586 | $1.7M |
| Mattson Financial Services, LLC | 0.54% | Reduce -2.9% | 48,123 | $1.7M |
| TPG Advisors LLC | 1.28% | Add +1.6% | 47,625 | $1.6M |
| Pursue Wealth Partners LLC | 0.93% | No change | 47,221 | $1.6M |
| Stegent Equity Advisors, Inc. | 1.53% | Add +105.7% | 43,735 | $1.5M |
| Prospera Financial Services Inc | 0.03% | Add +271.9% | 39,760 | $1.4M |
| Stephens Inc. | 0.02% | Add +4.8% | 39,278 | $1.4M |
| Acorn Wealth Advisors, LLC | 0.53% | Add +3.7% | 37,226 | $1.3M |
| Jones Financial Companies LLLP | 0.00% | Add +136.0% | 34,774 | $1.2M |
| Patton Albertson Miller Group, LLC | 0.15% | Reduce -24.6% | 32,654 | $1.1M |
| Beaumont Financial Advisors, LLC | 0.08% | Add +2.7% | 32,162 | $1.1M |
| Paladin Wealth, LLC | 0.92% | Reduce -20.9% | 30,717 | $1.1M |
| Equitable Holdings, Inc. | 0.01% | Reduce -0.9% | 30,323 | $1.0M |
| Janney Montgomery Scott LLC | 0.00% | Add +14.3% | 28,724 | $990K |
| Archford Capital Strategies, LLC | 0.15% | Add +8.0% | 28,397 | $979K |
| Argent Trust Co | 0.04% | Add +1.2% | 25,250 | $870K |
| Sanctuary Advisors, LLC | 0.01% | Reduce -4.1% | 23,394 | $859K |
| Commonwealth Equity Services, LLC | 0.00% | Add +23.7% | 23,244 | $801K |
| First Financial Group Corp | 0.85% | — | 22,266 | $768K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.25% | New | 20,281 | $699K |
| IHT Wealth Management, LLC | 0.02% | New | 20,050 | $691K |
| Stiles Financial Services Inc | 0.25% | Add +47.1% | 19,679 | $678K |
| IRON Financial LLC | 0.37% | Add +5.0% | 18,859 | $650K |
| Lowe Wealth Advisors, LLC | 0.27% | Add +37.8% | 18,423 | $635K |
| Essex Financial Services, Inc. | 0.04% | Add +0.1% | 17,727 | $611K |
| Susquehanna International Group, LLP | 0.00% | New | 17,233 | $594K |
| Coordinated Financial Services, Inc. | 0.45% | — | 16,551 | $571K |
| Stonebridge Financial Planning Group, LLC | 0.25% | Add +64.3% | 16,416 | $566K |
| Citadel Advisors | 0.00% | New | 16,185 | $558K |
| Copley Financial Group, Inc. | 0.41% | Add +112.6% | 15,628 | $539K |
| Mariner, LLC | 0.00% | Add +4.0% | 13,732 | $473K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -7.5% | 12,446 | $429K |
| Tranquility Partners, LLC | 0.15% | Add +8.8% | 11,508 | $397K |
| Atlas Wealth LLC | 0.21% | Add +10.0% | 11,374 | $392K |
| Ancora Advisors LLC | 0.01% | Reduce -5.8% | 10,586 | $365K |
| Capital Investment Advisory Services, LLC | 0.03% | Reduce -0.4% | 10,231 | $353K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -9.5% | 10,010 | $345K |
| Etesian Wealth Advisors, Inc. | 0.15% | Reduce -7.8% | 9,889 | $341K |
| Capital Analysts, LLC | 0.01% | Add +23.0% | 9,617 | $331K |
| Maridea Wealth Management LLC | 0.10% | — | 9,373 | $323K |
| Lake Street Advisors Group, LLC | 0.01% | Add +15.0% | 9,088 | $313K |
| Atria Investments, Inc | 0.00% | Reduce -5.8% | 9,085 | $313K |
| Private Advisor Group, LLC | 0.00% | Reduce -4.6% | 8,629 | $297K |
| Soundwatch Capital LLC | 0.03% | Add +0.7% | 8,184 | $282K |
| SageView Advisory Group, LLC | 0.01% | New | 6,561 | $226K |
| M&T Bank Corp | 0.00% | New | 6,475 | $223K |
| IFP Advisors, Inc | 0.01% | Add +249.4% | 6,310 | $218K |
| Whalen Wealth Management Inc. | 0.15% | Add +1.2% | 6,093 | $210K |
| Valued Retirements, Inc. | 0.28% | No change | 6,020 | $208K |
| Global X Japan Co., Ltd. | 0.03% | Add +20.1% | 6,016 | $207K |
| Whitaker-Myers Wealth Managers, LTD. | 0.06% | New | 5,887 | $203K |
| Sierra Ocean, LLC | 0.12% | — | 4,226 | $146K |
| IAG Wealth Partners, LLC | 0.01% | No change | 2,305 | $79K |
| UBS Group AG | 0.00% | New | 2,119 | $73K |
| FAS Wealth Partners, Inc. | 0.00% | Add +1.2% | 1,470 | $51K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -26.8% | 1,080 | $37K |
| Eastern Bank | 0.00% | No change | 1,000 | $34K |
| Private Trust Co. NA | 0.00% | No change | 890 | $31K |
| Clear Investment Research, LLC | 0.03% | Add +1.2% | 571 | $20K |
| Comerica Bank | 0.00% | New | 500 | $17K |
| FMR LLC | 0.00% | Add +4.0% | 463 | $16K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 422 | $15K |
| Coppell Advisory Solutions LLC | 0.00% | Add +2176.5% | 387 | $13K |
| 1620 Investment Advisors, Inc. | 0.01% | Add +1.4% | 370 | $13K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 360 | $12K |
| Cwm, LLC | 0.00% | No change | 215 | $7K |
| Van Eck Associates Corp. | 0.00% | Add +89.7% | 165 | $6K |
| AE Wealth Management LLC | 0.00% | New | 144 | $5K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 133 | $5K |
| Geneos Wealth Management Inc. | 0.00% | New | 110 | $4K |
| Simplex Trading, LLC | 0.00% | New | 100 | $3K |
| Kestra Investment Management, LLC | 0.00% | New | 87 | $3K |
| Russell Investments Group, Ltd. | 0.00% | No change | 50 | $2K |
"% of holder's portfolio" is SMOT's weight in each manager's 13F, not the share of Vaneck Morningstar Smid Moat the manager owns.