Vaneck Morningstar Smid MoatSMOTETF
13F holders, Q1 2025 (March 31)99holders −1
10new positions
11sold out
$32.58avg. 13F price*
At the end of Q1 2025, 99 institutions reported holding Vaneck Morningstar Smid Moat (SMOT) in their 13F filings, down 1 from Q4 2024. 10 opened new positions and 11 sold out. The largest holders were LPL Financial LLC ($41.6M), Gradient Investments LLC ($39.7M) and Great Lakes Advisors, LLC ($30.6M).
- Company
- Vaneck Morningstar Smid Moat
- CUSIP
- 92189H730
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $33.2M |
| Exits | 11 | $3.3M |
All 13F filers, Q4 2024 → Q1 2025: 1,718,286 shares bought and 482,865 shares sold, net +1,235,421 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 99 holders
| LPL Financial LLC | 0.02% | Add +16.7% | 1,270,143 | $41.6M |
| Gradient Investments LLC | 0.80% | Add +8.3% | 1,212,034 | $39.7M |
| Great Lakes Advisors, LLC | 0.27% | New | 933,735 | $30.6M |
| Principle Wealth Partners LLC | 1.89% | Add +3.3% | 806,266 | $26.4M |
| Morgan Stanley | 0.00% | Add +36.3% | 635,406 | $20.8M |
| Bank of America Corp. | 0.00% | Reduce -31.4% | 513,723 | $16.8M |
| Financial Management Network Inc. | 3.64% | Add +5.3% | 555,222 | $16.2M |
| Apexium Financial, LP | 0.67% | Add +3.6% | 343,495 | $11.3M |
| Mesirow Financial Investment Management, Inc. | 0.17% | Reduce -2.9% | 268,972 | $8.8M |
| Raymond James Financial Inc. | 0.00% | Add +8.5% | 265,327 | $8.7M |
| Farther Finance Advisors, LLC | 0.19% | Reduce -18.3% | 226,920 | $7.5M |
| Woodmont Investment Counsel LLC | 0.41% | Add +6.8% | 175,044 | $5.7M |
| Kestra Advisory Services, LLC | 0.02% | Add +4.5% | 150,570 | $4.9M |
| MML Investors Services, LLC | 0.01% | Add +9.9% | 133,048 | $4.4M |
| Osaic Holdings, Inc. | 0.01% | Add +11.3% | 90,903 | $3.0M |
| TRUE Private Wealth Advisors | 0.36% | Add +13.2% | 90,162 | $3.0M |
| Cetera Investment Advisers | 0.01% | Add +6.7% | 89,193 | $2.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -25.6% | 84,297 | $2.8M |
| Family Office Research LLC | 1.28% | Reduce -5.6% | 80,189 | $2.6M |
| Eubel Brady & Suttman Asset Management Inc. | 0.37% | Reduce -3.9% | 77,776 | $2.5M |
| Mercer Global Advisors Inc. | 0.01% | Add +2.0% | 76,639 | $2.5M |
| Brown Financial Advisors | 1.01% | Add +4.2% | 74,579 | $2.4M |
| VestGen Advisors, LLC | 0.10% | — | 68,319 | $2.2M |
| Creekside Partners | 1.12% | Add +4.4% | 65,018 | $2.1M |
| EP Wealth Advisors, LLC | 0.02% | No change | 62,950 | $2.1M |
| HighTower Advisors, LLC | 0.00% | Add +12.6% | 58,536 | $1.9M |
| TPG Advisors LLC | 1.43% | Add +16.2% | 55,346 | $1.8M |
| Prospera Financial Services Inc | 0.04% | Add +33.0% | 52,865 | $1.7M |
| First Foundation Advisors | 0.07% | Reduce -0.4% | 50,744 | $1.7M |
| Stegent Equity Advisors, Inc. | 1.68% | Add +15.8% | 50,622 | $1.7M |
| Stephens Inc. | 0.02% | Add +27.3% | 50,004 | $1.6M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +0.5% | 49,996 | $1.6M |
| Stifel Financial Corp. | 0.00% | Reduce -1.1% | 49,049 | $1.6M |
| Jones Financial Companies LLLP | 0.00% | Add +37.6% | 47,845 | $1.6M |
| Pursue Wealth Partners LLC | 0.94% | No change | 47,221 | $1.5M |
| Mattson Financial Services, LLC | 0.41% | Reduce -13.4% | 41,658 | $1.4M |
| Acorn Wealth Advisors, LLC | 0.53% | Add +3.8% | 38,638 | $1.3M |
| Truist Financial Corp. | 0.00% | Reduce -40.7% | 38,355 | $1.3M |
| Beaumont Financial Advisors, LLC | 0.09% | Add +3.2% | 33,196 | $1.1M |
| Patton Albertson Miller Group, LLC | 0.15% | Reduce -4.2% | 31,270 | $1.0M |
| Janney Montgomery Scott LLC | 0.00% | Add +8.0% | 31,022 | $1.0M |
| Paladin Wealth, LLC | 0.91% | Add +0.4% | 30,852 | $1.0M |
| Stonebridge Financial Planning Group, LLC | 0.46% | Add +86.3% | 30,582 | $1.0M |
| Goldman Sachs Group Inc. | 0.00% | New | 28,083 | $921K |
| Equitable Holdings, Inc. | 0.01% | Reduce -11.2% | 26,941 | $883K |
| Commonwealth Equity Services, LLC | 0.00% | Add +13.7% | 26,432 | $867K |
| Argent Trust Co | 0.03% | Reduce -2.0% | 24,750 | $812K |
| First Financial Group Corp | 0.83% | Add +0.9% | 22,466 | $737K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -10.1% | 21,042 | $690K |
| Lowe Wealth Advisors, LLC | 0.28% | Add +10.9% | 20,424 | $670K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.24% | Add +0.6% | 20,399 | $669K |
| Stiles Financial Services Inc | 0.24% | Reduce -1.2% | 19,437 | $637K |
| IHT Wealth Management, LLC | 0.02% | Reduce -6.7% | 18,713 | $614K |
| IRON Financial LLC | 0.33% | Reduce -3.4% | 18,213 | $597K |
| Essex Financial Services, Inc. | 0.04% | No change | 17,727 | $581K |
| Coordinated Financial Services, Inc. | 0.43% | — | 16,999 | $557K |
| Atlas Wealth LLC | 0.27% | Add +32.2% | 15,035 | $493K |
| AlphaCore Capital LLC | 0.04% | New | 14,350 | $471K |
| Mariner, LLC | 0.00% | Add +4.5% | 14,343 | $470K |
| Copley Financial Group, Inc. | 0.36% | Reduce -8.6% | 14,278 | $468K |
| Rovin Capital /Ut/ | 0.14% | New | 13,709 | $450K |
| Tranquility Partners, LLC | 0.17% | Add +16.4% | 13,400 | $439K |
| Royal Bank of Canada | 0.00% | New | 12,360 | $405K |
| Ancora Advisors LLC | 0.01% | Add +10.9% | 11,740 | $385K |
| Comerica Bank | 0.00% | Add +2090.6% | 10,953 | $359K |
| Capital Investment Advisory Services, LLC | 0.03% | Add +4.1% | 10,651 | $349K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.3% | 9,979 | $327K |
| Atria Investments, Inc | 0.00% | Add +6.8% | 9,706 | $318K |
| Capital Analysts, LLC | 0.01% | No change | 9,617 | $315K |
| Calton & Associates, Inc. | 0.07% | New | 8,794 | $288K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +2189.7% | 8,243 | $270K |
| Etesian Wealth Advisors, Inc. | 0.12% | Reduce -17.2% | 8,185 | $268K |
| Soundwatch Capital LLC | 0.12% | Reduce -4.9% | 7,785 | $255K |
| Private Advisor Group, LLC | 0.00% | Reduce -9.8% | 7,780 | $255K |
| Maridea Wealth Management LLC | 0.08% | Reduce -20.8% | 7,421 | $243K |
| IFP Advisors, Inc | 0.01% | Add +8.8% | 6,867 | $225K |
| Whitaker-Myers Wealth Managers, LTD. | 0.06% | Add +13.0% | 6,650 | $218K |
| SageView Advisory Group, LLC | 0.01% | No change | 6,561 | $215K |
| Sierra Ocean, LLC | 0.11% | No change | 4,226 | $143K |
| Private Trust Co. NA | 0.01% | Add +353.8% | 4,039 | $132K |
| IAG Wealth Partners, LLC | 0.01% | No change | 2,305 | $76K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 1,080 | $35K |
| Eastern Bank | 0.00% | No change | 1,000 | $33K |
| FAS Wealth Partners, Inc. | 0.00% | Reduce -56.9% | 634 | $21K |
| Clear Investment Research, LLC | 0.03% | Add +0.9% | 576 | $19K |
| Arax Advisory Partners | 0.00% | New | 537 | $18K |
| 1620 Investment Advisors, Inc. | 0.01% | Add +1.4% | 375 | $12K |
| Geneos Wealth Management Inc. | 0.00% | Add +109.1% | 230 | $8K |
| FMR LLC | 0.00% | Reduce -51.2% | 226 | $7K |
| Cwm, LLC | 0.00% | No change | 215 | $7K |
| Missouri Trust & Investment Co | 0.00% | New | 206 | $7K |
| Global X Japan Co., Ltd. | 0.00% | Reduce -96.7% | 197 | $6K |
| Van Eck Associates Corp. | 0.00% | No change | 165 | $5K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 133 | $4K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -78.7% | 90 | $3K |
| AE Wealth Management LLC | 0.00% | Reduce -63.9% | 52 | $2K |
| Russell Investments Group, Ltd. | 0.00% | No change | 50 | $2K |
| Bank of Montreal | 0.00% | New | 42 | $1K |
| Cornerstone Planning Group LLC | 0.00% | New | 15 | $459 |
"% of holder's portfolio" is SMOT's weight in each manager's 13F, not the share of Vaneck Morningstar Smid Moat the manager owns.