Vaneck Morningstar Smid MoatSMOTETF

13F holders, Q4 2025 (December 31)
109holders +5
16new positions
12sold out
1famous investor
$36.24avg. 13F price*

At the end of Q4 2025, 109 institutions reported holding Vaneck Morningstar Smid Moat (SMOT) in their 13F filings, up 5 from Q3 2025. 16 opened new positions and 12 sold out. The largest holders were Great Lakes Advisors, LLC ($41.1M), LPL Financial LLC ($39.7M) and Gradient Investments LLC ($29.8M). 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

050100150 Q1 2024: 79Q1 2024Q2 2024: 90Q2 2024Q3 2024: 93Q3 2024Q4 2024: 100Q4 2024Q1 2025: 99Q1 2025Q2 2025: 102Q2 2025Q3 2025: 104Q3 2025Q4 2025: 109Q4 2025Q1 2026: 107Q1 2026Q2 2026: 101Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions16$15.6M
Exits12$2.7M

All 13F filers, Q3 2025 → Q4 2025: 651,216 shares bought and 734,511 shares sold, net −83,295 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 109 holders

Great Lakes Advisors, LLC 0.33% Add +5.7% 1,134,513 $41.1M
LPL Financial LLC 0.01% Reduce -11.1% 1,096,786 $39.7M
Gradient Investments LLC 0.47% Add +4.3% 822,960 $29.8M
Morgan Stanley 0.00% Reduce -1.1% 602,220 $21.8M
Financial Management Network Inc. 3.23% Add +1.4% 560,002 $20.4M
Bank of America Corp. 0.00% Reduce -29.2% 429,579 $15.6M
United Capital Financial Advisors, LLC 0.07% New 339,937 $12.3M
Mesirow Financial Investment Management, Inc. 0.16% Reduce -16.5% 215,235 $7.8M
Raymond James Financial Inc. 0.00% Add +1.6% 190,360 $6.9M
MML Investors Services, LLC 0.01% Add +9.7% 139,784 $5.1M
Focused Alpha, LLC 1.12% — 105,350 $3.8M
Wealth Enhancement Advisory Services, LLC 0.00% Add +39.7% 93,442 $3.5M
Jones Financial Companies LLLP 0.00% Add +17.0% 91,172 $3.3M
Eubel Brady & Suttman Asset Management Inc. 0.35% Add +0.7% 80,942 $2.9M
Family Office Research LLC 1.00% Reduce -13.1% 66,806 $2.4M
Mercer Global Advisors Inc. 0.00% Reduce -1.3% 65,991 $2.4M
Stegent Equity Advisors, Inc. 1.86% Add +6.0% 65,858 $2.4M
Creekside Partners 0.99% Reduce -0.4% 64,603 $2.3M
Prospera Financial Services Inc 0.04% Add +0.5% 64,030 $2.3M
Cetera Investment Advisers 0.00% Reduce -5.0% 62,933 $2.3M
TPG Advisors LLC 1.39% Add +2.6% 61,702 $2.2M
TRUE Private Wealth Advisors 0.20% Reduce -14.2% 56,244 $2.0M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -13.7% 53,004 $1.9M
Stephens Inc. 0.02% Reduce -6.8% 49,368 $1.8M
Stifel Financial Corp. 0.00% Reduce -0.6% 48,964 $1.8M
Brown Financial Advisors 0.64% Add +1.3% 48,398 $1.8M
Steward Partners Investment Advisory, LLC 0.01% Reduce -5.1% 47,167 $1.7M
First Foundation Advisors 0.06% Reduce -4.8% 45,767 $1.7M
Pursue Wealth Partners LLC 0.78% Add +93.7% 44,601 $1.6M
Kestra Advisory Services, LLC 0.01% Reduce -33.7% 44,577 $1.6M
Vise Technologies, Inc. 0.03% New 36,082 $1.3M
Stonebridge Financial Planning Group, LLC 0.42% Add +6.1% 32,174 $1.2M
Beaumont Financial Advisors, LLC 0.08% No change 31,866 $1.2M
HighTower Advisors, LLC 0.00% Add +5.8% 28,134 $1.0M
EP Wealth Advisors, LLC 0.01% — 27,265 $987K
Paladin Wealth, LLC 0.67% Add +22.4% 27,125 $982K
Farther Finance Advisors, LLC 0.01% Reduce -60.3% 25,667 $929K
Commonwealth Equity Services, LLC 0.00% Reduce -18.6% 24,825 $899K
Bank of New Hampshire 0.19% Add +484.3% 23,926 $866K
Mattson Financial Services, LLC 0.19% Reduce -7.7% 22,703 $822K
Coordinated Financial Services, Inc. 0.47% Reduce -0.9% 22,118 $801K
Stiles Financial Services Inc 0.24% Add +2.1% 21,923 $794K
Argent Trust Co 0.03% No change 21,750 $787K
First Financial Group Corp 0.66% Reduce -12.2% 21,563 $781K
Acorn Wealth Advisors, LLC 0.23% Reduce -13.9% 21,529 $779K
MAI Capital Management 0.00% New 20,061 $726K
Comprehensive Financial Consultants Institutional, Inc. 0.22% Reduce -0.2% 19,825 $718K
Woodmont Investment Counsel LLC 0.04% Reduce -14.3% 19,450 $704K
Equitable Holdings, Inc. 0.00% Reduce -8.9% 19,366 $701K
IRON Financial LLC 0.29% Reduce -4.3% 17,354 $628K
Mariner, LLC 0.00% Add +9.8% 14,687 $532K
AlphaCore Capital LLC 0.01% No change 14,350 $519K
IHT Wealth Management, LLC 0.01% Reduce -1.7% 14,025 $508K
Citadel Advisors 0.00% New 13,813 $500K
Tranquility Partners, LLC 0.17% Reduce -2.3% 13,338 $483K
Ancora Advisors LLC 0.01% No change 13,058 $473K
Janney Montgomery Scott LLC 0.00% Reduce -33.6% 12,150 $440K
Principle Wealth Partners LLC 0.02% Reduce -2.5% 11,904 $431K
Essex Financial Services, Inc. 0.02% Reduce -16.6% 11,771 $426K
Atlas Wealth LLC 0.16% No change 11,374 $412K
Comerica Bank 0.00% No change 10,608 $384K
Oppenheimer & Co. Inc. 0.01% Add +57.0% 10,126 $367K
Royal Bank of Canada 0.00% Reduce -84.3% 9,907 $359K
Capital Analysts, LLC 0.01% Add +0.9% 9,697 $351K
Copley Financial Group, Inc. 0.21% Reduce -10.3% 9,281 $336K
Calton & Associates, Inc. 0.05% No change 8,813 $319K
A4 Wealth Advisors LLC 0.27% Reduce -28.4% 8,729 $316K
HRT Financial LP 0.00% New 8,704 $315K
Rovin Capital /Ut/ 0.08% Reduce -38.0% 8,503 $308K
Private Advisor Group, LLC 0.00% Add +0.2% 8,280 $300K
Independent Financial Group, LLC 0.01% Reduce -64.2% 8,247 $299K
NewEdge Advisors, LLC 0.00% Reduce -13.4% 8,156 $295K
Fermata Advisors, LLC 0.07% Reduce -5.5% 8,101 $293K
Soundwatch Capital LLC 0.04% Add +5.1% 7,754 $281K
Capital Investment Advisory Services, LLC 0.02% Reduce -13.4% 7,509 $272K
Sanctuary Advisors, LLC 0.00% No change 6,763 $245K
Etesian Wealth Advisors, Inc. 0.07% Add +0.1% 6,564 $238K
SageView Advisory Group, LLC 0.01% No change 6,561 $238K
Thrivent Financial for Lutherans 0.00% New 6,097 $221K
IFP Advisors, Inc 0.00% Add +0.6% 4,364 $158K
Osaic Holdings, Inc. 0.00% Reduce -96.3% 2,858 $103K
BlackRock, Inc. 0.00% No change 2,842 $103K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 2,003 $73K
Private Trust Co. NA 0.01% No change 1,659 $60K
Arax Advisory Partners 0.00% New 1,382 $50K
Allworth Financial LP 0.00% Add +1.3% 1,147 $42K
Geneos Wealth Management Inc. 0.00% No change 1,115 $40K
Eastern Bank 0.00% No change 1,000 $36K
FMR LLC 0.00% Add +205.3% 931 $34K
1620 Investment Advisors, Inc. 0.02% Add +67.0% 835 $30K
UBS Group AG 0.00% Reduce -75.6% 707 $26K
FAS Wealth Partners, Inc. 0.00% Add +1.4% 642 $23K
Assetmark, Inc. 0.00% No change 569 $21K
Hilton Head Capital Partners, LLC 0.01% — 500 $18K
Harbour Investments, Inc. 0.00% New 463 $17K
Brown Brothers Harriman & Co. 0.00% No change 412 $15K
JPMorgan Chase & Co. 0.00% Reduce -96.5% 335 $12K
Old Second National Bank of Aurora 0.00% New 320 $12K
Smartleaf Asset Management LLC 0.00% New 250 $9K
GPS Wealth Strategies Group, LLC 0.01% Reduce -78.7% 230 $8K

"% of holder's portfolio" is SMOT's weight in each manager's 13F, not the share of Vaneck Morningstar Smid Moat the manager owns.

Show all 109 holders