Vaneck Morningstar Smid MoatSMOTETF
13F holders, Q3 2025 (September 30)104holders +2
8new positions
5sold out
$36.10avg. 13F price*
At the end of Q3 2025, 104 institutions reported holding Vaneck Morningstar Smid Moat (SMOT) in their 13F filings, up 2 from Q2 2025. 8 opened new positions and 5 sold out. The largest holders were LPL Financial LLC ($44.5M), Great Lakes Advisors, LLC ($38.7M) and Gradient Investments LLC ($28.5M).
- Company
- Vaneck Morningstar Smid Moat
- CUSIP
- 92189H730
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $1.2M |
| Exits | 5 | $946K |
All 13F filers, Q2 2025 → Q3 2025: 364,988 shares bought and 929,994 shares sold, net −565,006 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 104 holders
| LPL Financial LLC | 0.01% | Add +6.5% | 1,233,353 | $44.5M |
| Great Lakes Advisors, LLC | 0.32% | Add +7.5% | 1,073,573 | $38.7M |
| Gradient Investments LLC | 0.48% | Reduce -36.2% | 788,664 | $28.5M |
| Morgan Stanley | 0.00% | Add +7.5% | 608,884 | $22.0M |
| Bank of America Corp. | 0.00% | Reduce -0.5% | 606,447 | $21.9M |
| Financial Management Network Inc. | 3.30% | Reduce -1.6% | 552,138 | $20.0M |
| Apexium Financial, LP | 0.58% | Add +1.6% | 329,963 | $11.9M |
| Mesirow Financial Investment Management, Inc. | 0.17% | Add +0.5% | 257,826 | $9.3M |
| Raymond James Financial Inc. | 0.00% | Add +5.4% | 187,455 | $6.8M |
| MML Investors Services, LLC | 0.01% | Add +8.3% | 127,425 | $4.6M |
| Eubel Brady & Suttman Asset Management Inc. | 0.36% | Add +4.1% | 80,383 | $2.9M |
| Jones Financial Companies LLLP | 0.00% | Add +18.3% | 77,920 | $2.8M |
| Osaic Holdings, Inc. | 0.00% | Reduce -2.0% | 76,123 | $2.8M |
| Family Office Research LLC | 1.21% | Reduce -1.1% | 76,843 | $2.8M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -4.2% | 67,238 | $2.4M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -8.7% | 66,847 | $2.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +20.3% | 66,897 | $2.4M |
| Cetera Investment Advisers | 0.00% | Reduce -24.1% | 66,274 | $2.4M |
| TRUE Private Wealth Advisors | 0.24% | Reduce -25.4% | 65,533 | $2.4M |
| Creekside Partners | 1.03% | Reduce -0.7% | 64,840 | $2.3M |
| Farther Finance Advisors, LLC | 0.04% | Reduce -58.0% | 64,654 | $2.3M |
| Prospera Financial Services Inc | 0.04% | Reduce -2.5% | 63,698 | $2.3M |
| Royal Bank of Canada | 0.00% | Add +180.7% | 63,051 | $2.3M |
| Stegent Equity Advisors, Inc. | 1.82% | Reduce -14.6% | 62,108 | $2.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -30.1% | 61,444 | $2.2M |
| TPG Advisors LLC | 1.43% | Add +6.0% | 60,109 | $2.2M |
| Stephens Inc. | 0.02% | Add +1.6% | 53,000 | $1.9M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +1.3% | 49,703 | $1.8M |
| Stifel Financial Corp. | 0.00% | Reduce -0.4% | 49,249 | $1.8M |
| First Foundation Advisors | 0.06% | Reduce -4.8% | 48,069 | $1.7M |
| Brown Financial Advisors | 0.64% | Reduce -34.8% | 47,785 | $1.7M |
| Beaumont Financial Advisors, LLC | 0.08% | Reduce -0.4% | 31,866 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +15.1% | 30,510 | $1.1M |
| Stonebridge Financial Planning Group, LLC | 0.41% | Add +5.8% | 30,321 | $1.1M |
| HighTower Advisors, LLC | 0.00% | Add +7.5% | 26,594 | $960K |
| Acorn Wealth Advisors, LLC | 0.28% | Reduce -29.2% | 24,995 | $902K |
| Mattson Financial Services, LLC | 0.21% | Reduce -38.3% | 24,598 | $887K |
| First Financial Group Corp | 0.77% | No change | 24,551 | $887K |
| Independent Financial Group, LLC | 0.02% | Add +42.7% | 23,026 | $831K |
| Pursue Wealth Partners LLC | 0.46% | Reduce -15.4% | 23,022 | $831K |
| Woodmont Investment Counsel LLC | 0.05% | Reduce -87.1% | 22,706 | $819K |
| Coordinated Financial Services, Inc. | 0.52% | Reduce -0.2% | 22,318 | $805K |
| Paladin Wealth, LLC | 0.58% | Reduce -32.7% | 22,156 | $799K |
| Argent Trust Co | 0.03% | Reduce -8.4% | 21,750 | $785K |
| Stiles Financial Services Inc | 0.24% | Add +5.5% | 21,462 | $774K |
| Equitable Holdings, Inc. | 0.01% | Reduce -3.2% | 21,269 | $767K |
| Susquehanna International Group, LLP | 0.00% | New | 21,221 | $766K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.22% | Reduce -1.8% | 19,858 | $716K |
| Lowe Wealth Advisors, LLC | 0.25% | Reduce -2.7% | 19,350 | $698K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -26.4% | 18,300 | $660K |
| IRON Financial LLC | 0.31% | Reduce -2.5% | 18,126 | $654K |
| AlphaCore Capital LLC | 0.02% | No change | 14,350 | $518K |
| IHT Wealth Management, LLC | 0.01% | Reduce -8.4% | 14,273 | $515K |
| Essex Financial Services, Inc. | 0.03% | Reduce -2.6% | 14,114 | $509K |
| Rovin Capital /Ut/ | 0.14% | No change | 13,709 | $495K |
| Tranquility Partners, LLC | 0.17% | Add +0.1% | 13,646 | $493K |
| Mariner, LLC | 0.00% | Reduce -2.5% | 13,382 | $483K |
| Ancora Advisors LLC | 0.01% | No change | 13,058 | $471K |
| VestGen Advisors, LLC | 0.02% | Reduce -1.1% | 12,867 | $464K |
| Principle Wealth Partners LLC | 0.03% | No change | 12,208 | $440K |
| A4 Wealth Advisors LLC | 0.37% | — | 12,186 | $440K |
| Global X Japan Co., Ltd. | 0.04% | Add +2066.4% | 11,417 | $412K |
| Atlas Wealth LLC | 0.18% | No change | 11,374 | $410K |
| Comerica Bank | 0.00% | Reduce -1.3% | 10,608 | $383K |
| Copley Financial Group, Inc. | 0.26% | Reduce -23.8% | 10,343 | $373K |
| Capital Analysts, LLC | 0.01% | Reduce -0.0% | 9,613 | $347K |
| JPMorgan Chase & Co. | 0.00% | Add +11866.3% | 9,573 | $345K |
| NewEdge Advisors, LLC | 0.00% | Reduce -7.6% | 9,417 | $340K |
| Patton Albertson Miller Group, LLC | 0.04% | Reduce -38.6% | 8,908 | $321K |
| Calton & Associates, Inc. | 0.05% | No change | 8,813 | $318K |
| Capital Investment Advisory Services, LLC | 0.02% | Reduce -2.9% | 8,674 | $313K |
| Fermata Advisors, LLC | 0.08% | No change | 8,570 | $309K |
| Private Advisor Group, LLC | 0.00% | Add +2.2% | 8,262 | $298K |
| Soundwatch Capital LLC | 0.04% | Reduce -5.7% | 7,375 | $266K |
| Whitaker-Myers Wealth Managers, LTD. | 0.06% | Add +0.7% | 7,280 | $263K |
| Foundations Investment Advisors, LLC | 0.00% | New | 6,769 | $244K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -1.0% | 6,763 | $244K |
| SageView Advisory Group, LLC | 0.01% | No change | 6,561 | $237K |
| Etesian Wealth Advisors, Inc. | 0.08% | Reduce -8.2% | 6,560 | $237K |
| Oppenheimer & Co. Inc. | 0.00% | Add +12.1% | 6,451 | $233K |
| IFP Advisors, Inc | 0.00% | Reduce -40.2% | 4,339 | $157K |
| Bank of New Hampshire | 0.03% | New | 4,095 | $148K |
| UBS Group AG | 0.00% | Add +302.5% | 2,898 | $105K |
| BlackRock, Inc. | 0.00% | Add +0.2% | 2,842 | $103K |
| IAG Wealth Partners, LLC | 0.01% | No change | 2,305 | $83K |
| Private Trust Co. NA | 0.01% | No change | 1,659 | $60K |
| Allworth Financial LP | 0.00% | Add +258.2% | 1,132 | $41K |
| Geneos Wealth Management Inc. | 0.00% | Add +116.5% | 1,115 | $40K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 1,080 | $39K |
| Optiver Holding B.V. | 0.00% | New | 1,028 | $37K |
| Eastern Bank | 0.00% | No change | 1,000 | $36K |
| Clear Investment Research, LLC | 0.03% | Add +6.3% | 693 | $25K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 633 | $23K |
| Assetmark, Inc. | 0.00% | No change | 569 | $21K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -95.3% | 516 | $19K |
| 1620 Investment Advisors, Inc. | 0.01% | No change | 500 | $18K |
| Brown Brothers Harriman & Co. | 0.00% | New | 412 | $15K |
| FMR LLC | 0.00% | New | 305 | $11K |
| Rockefeller Capital Management L.P. | 0.00% | New | 243 | $9K |
| Cwm, LLC | 0.00% | No change | 215 | $8K |
| Russell Investments Group, Ltd. | 0.00% | Add +214.0% | 157 | $6K |
| Van Eck Associates Corp. | 0.00% | Reduce -24.9% | 124 | $4K |
| AE Wealth Management LLC | 0.00% | Reduce -44.2% | 87 | $3K |
| DHJJ Financial Advisors, Ltd. | 0.00% | New | 2 | $73 |
"% of holder's portfolio" is SMOT's weight in each manager's 13F, not the share of Vaneck Morningstar Smid Moat the manager owns.