Vaneck Morningstar Smid MoatSMOTETF
13F holders, Q2 2025 (June 30)102holders +3
13new positions
10sold out
$34.91avg. 13F price*
At the end of Q2 2025, 102 institutions reported holding Vaneck Morningstar Smid Moat (SMOT) in their 13F filings, up 3 from Q1 2025. 13 opened new positions and 10 sold out. The largest holders were Gradient Investments LLC ($43.0M), LPL Financial LLC ($40.3M) and Great Lakes Advisors, LLC ($34.8M).
- Company
- Vaneck Morningstar Smid Moat
- CUSIP
- 92189H730
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $5.4M |
| Exits | 10 | $2.8M |
All 13F filers, Q1 2025 → Q2 2025: 427,245 shares bought and 1,585,694 shares sold, net −1,158,449 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 102 holders
| Gradient Investments LLC | 0.79% | Add +2.0% | 1,236,426 | $43.0M |
| LPL Financial LLC | 0.01% | Reduce -8.8% | 1,158,015 | $40.3M |
| Great Lakes Advisors, LLC | 0.29% | Add +7.0% | 998,750 | $34.8M |
| Bank of America Corp. | 0.00% | Add +18.7% | 609,663 | $21.2M |
| Financial Management Network Inc. | 3.62% | Add +1.1% | 561,077 | $20.2M |
| Morgan Stanley | 0.00% | Reduce -10.8% | 566,448 | $19.7M |
| Apexium Financial, LP | 0.60% | Reduce -5.5% | 324,756 | $11.3M |
| Mesirow Financial Investment Management, Inc. | 0.17% | Reduce -4.6% | 256,624 | $8.9M |
| Raymond James Financial Inc. | 0.00% | Reduce -33.0% | 177,833 | $6.2M |
| Woodmont Investment Counsel LLC | 0.40% | Add +0.3% | 175,639 | $6.1M |
| Farther Finance Advisors, LLC | 0.11% | Reduce -32.2% | 153,785 | $5.4M |
| MML Investors Services, LLC | 0.01% | Reduce -11.5% | 117,718 | $4.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +4.3% | 87,938 | $3.1M |
| TRUE Private Wealth Advisors | 0.34% | Reduce -2.6% | 87,833 | $3.1M |
| Cetera Investment Advisers | 0.01% | Reduce -2.1% | 87,341 | $3.0M |
| Family Office Research LLC | 1.28% | Reduce -3.1% | 77,726 | $2.7M |
| Osaic Holdings, Inc. | 0.00% | Reduce -14.5% | 77,691 | $2.7M |
| Eubel Brady & Suttman Asset Management Inc. | 0.37% | Reduce -0.7% | 77,200 | $2.7M |
| Brown Financial Advisors | 1.00% | Reduce -1.8% | 73,269 | $2.5M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -4.4% | 73,249 | $2.5M |
| Stegent Equity Advisors, Inc. | 2.24% | Add +43.7% | 72,756 | $2.5M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -53.4% | 70,195 | $2.4M |
| Jones Financial Companies LLLP | 0.00% | Add +37.7% | 65,871 | $2.3M |
| Prospera Financial Services Inc | 0.04% | Add +23.6% | 65,322 | $2.3M |
| Creekside Partners | 1.08% | Add +0.4% | 65,289 | $2.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 55,629 | $2.0M |
| TPG Advisors LLC | 1.43% | Add +2.5% | 56,716 | $2.0M |
| Stephens Inc. | 0.03% | Add +4.3% | 52,172 | $1.8M |
| First Foundation Advisors | 0.07% | Reduce -0.5% | 50,490 | $1.8M |
| Stifel Financial Corp. | 0.00% | Add +0.8% | 49,435 | $1.7M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -1.9% | 49,046 | $1.7M |
| Mattson Financial Services, LLC | 0.37% | Reduce -4.4% | 39,836 | $1.4M |
| Avantax Advisory Services, Inc. | 0.01% | New | 38,314 | $1.3M |
| Acorn Wealth Advisors, LLC | 0.46% | Reduce -8.6% | 35,323 | $1.2M |
| Paladin Wealth, LLC | 0.89% | Add +6.8% | 32,937 | $1.1M |
| Beaumont Financial Advisors, LLC | 0.08% | Reduce -3.7% | 31,980 | $1.1M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -53.3% | 29,375 | $1.0M |
| Stonebridge Financial Planning Group, LLC | 0.42% | Reduce -6.3% | 28,648 | $997K |
| Pursue Wealth Partners LLC | 0.54% | Reduce -42.4% | 27,221 | $947K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.3% | 26,510 | $923K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -19.8% | 24,875 | $866K |
| HighTower Advisors, LLC | 0.00% | Reduce -57.7% | 24,748 | $861K |
| First Financial Group Corp | 0.83% | Add +9.3% | 24,551 | $854K |
| Argent Trust Co | 0.03% | Reduce -4.0% | 23,750 | $827K |
| Royal Bank of Canada | 0.00% | Add +81.7% | 22,460 | $782K |
| Coordinated Financial Services, Inc. | 0.55% | — | 22,368 | $778K |
| Equitable Holdings, Inc. | 0.01% | Reduce -18.5% | 21,962 | $764K |
| Stiles Financial Services Inc | 0.24% | Add +4.6% | 20,335 | $708K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.23% | Reduce -0.9% | 20,222 | $704K |
| Lowe Wealth Advisors, LLC | 0.27% | Reduce -2.6% | 19,892 | $692K |
| IRON Financial LLC | 0.34% | Add +2.1% | 18,601 | $647K |
| Independent Financial Group, LLC | 0.02% | New | 16,135 | $561K |
| IHT Wealth Management, LLC | 0.01% | Reduce -16.7% | 15,583 | $542K |
| Patton Albertson Miller Group, LLC | 0.07% | Reduce -53.6% | 14,507 | $505K |
| Essex Financial Services, Inc. | 0.03% | Reduce -18.3% | 14,489 | $504K |
| AlphaCore Capital LLC | 0.02% | No change | 14,350 | $499K |
| Mariner, LLC | 0.00% | Reduce -4.3% | 13,727 | $478K |
| Rovin Capital /Ut/ | 0.14% | No change | 13,709 | $477K |
| Tranquility Partners, LLC | 0.17% | Add +1.7% | 13,629 | $474K |
| Copley Financial Group, Inc. | 0.35% | Reduce -4.9% | 13,572 | $472K |
| Ancora Advisors LLC | 0.01% | Add +11.2% | 13,058 | $454K |
| VestGen Advisors, LLC | 0.02% | Reduce -81.0% | 13,012 | $453K |
| Thrivent Financial for Lutherans | 0.00% | New | 12,688 | $442K |
| Soundwatch Capital LLC | 0.07% | Add +0.5% | 7,824 | $439K |
| Principle Wealth Partners LLC | 0.03% | Reduce -98.5% | 12,208 | $425K |
| Atlas Wealth LLC | 0.20% | Reduce -24.4% | 11,374 | $403K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +34.5% | 11,086 | $386K |
| Comerica Bank | 0.00% | Reduce -1.8% | 10,752 | $374K |
| NewEdge Advisors, LLC | 0.00% | New | 10,193 | $355K |
| Capital Analysts, LLC | 0.01% | Reduce -0.0% | 9,614 | $335K |
| Capital Investment Advisory Services, LLC | 0.03% | Reduce -16.1% | 8,933 | $311K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -10.6% | 8,924 | $311K |
| Calton & Associates, Inc. | 0.05% | Add +0.2% | 8,813 | $307K |
| Fermata Advisors, LLC | 0.08% | New | 8,570 | $298K |
| Private Advisor Group, LLC | 0.00% | Add +3.9% | 8,084 | $281K |
| IFP Advisors, Inc | 0.01% | Add +5.6% | 7,253 | $252K |
| Whitaker-Myers Wealth Managers, LTD. | 0.06% | Add +8.7% | 7,230 | $252K |
| Etesian Wealth Advisors, Inc. | 0.09% | Reduce -12.7% | 7,146 | $249K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -67.5% | 6,829 | $238K |
| SageView Advisory Group, LLC | 0.01% | No change | 6,561 | $236K |
| Oppenheimer & Co. Inc. | 0.00% | New | 5,755 | $200K |
| Sierra Ocean, LLC | 0.10% | No change | 4,226 | $143K |
| BlackRock, Inc. | 0.00% | New | 2,836 | $99K |
| IAG Wealth Partners, LLC | 0.01% | No change | 2,305 | $80K |
| Private Trust Co. NA | 0.01% | Reduce -58.9% | 1,659 | $58K |
| Arax Advisory Partners | 0.00% | Add +166.7% | 1,432 | $50K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 1,080 | $38K |
| Eastern Bank | 0.00% | No change | 1,000 | $35K |
| UBS Group AG | 0.00% | New | 720 | $25K |
| Clear Investment Research, LLC | 0.03% | Add +13.2% | 652 | $23K |
| FAS Wealth Partners, Inc. | 0.00% | Reduce -0.2% | 633 | $22K |
| Assetmark, Inc. | 0.00% | New | 569 | $20K |
| Global X Japan Co., Ltd. | 0.00% | Add +167.5% | 527 | $18K |
| Geneos Wealth Management Inc. | 0.00% | Add +123.9% | 515 | $18K |
| 1620 Investment Advisors, Inc. | 0.01% | Add +33.3% | 500 | $17K |
| Allworth Financial LP | 0.00% | New | 316 | $11K |
| Cwm, LLC | 0.00% | No change | 215 | $7K |
| Van Eck Associates Corp. | 0.00% | No change | 165 | $6K |
| AE Wealth Management LLC | 0.00% | Add +200.0% | 156 | $5K |
| JPMorgan Chase & Co. | 0.00% | New | 80 | $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.