Vaneck Morningstar Smid MoatSMOTETF
13F holders, Q1 2026 (March 31)107holders −2
12new positions
12sold out
1famous investor
$35.25avg. 13F price*
At the end of Q1 2026, 107 institutions reported holding Vaneck Morningstar Smid Moat (SMOT) in their 13F filings, down 2 from Q4 2025. 12 opened new positions and 12 sold out. The largest holders were LPL Financial LLC ($32.8M), Gradient Investments LLC ($30.6M) and Great Lakes Advisors, LLC ($28.7M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $7.9M |
| Exits | 12 | $7.9M |
All 13F filers, Q4 2025 → Q1 2026: 403,896 shares bought and 1,128,437 shares sold, net −724,541 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 107 holders
| LPL Financial LLC | 0.01% | Reduce -15.1% | 930,882 | $32.8M |
| Gradient Investments LLC | 0.47% | Add +5.7% | 870,035 | $30.6M |
| Great Lakes Advisors, LLC | 0.24% | Reduce -28.2% | 815,034 | $28.7M |
| Morgan Stanley | 0.00% | Reduce -18.1% | 493,502 | $17.4M |
| Financial Management Network Inc. | 2.63% | Reduce -15.0% | 476,202 | $17.2M |
| Bank of America Corp. | 0.00% | Reduce -2.2% | 420,268 | $14.8M |
| United Capital Financial Advisors, LLC | 0.07% | Reduce -0.4% | 338,529 | $11.9M |
| Mesirow Financial Investment Management, Inc. | 0.15% | Add +24.6% | 268,142 | $9.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -11.0% | 169,390 | $6.0M |
| Focused Alpha, LLC | 1.15% | No change | 105,350 | $3.7M |
| Jones Financial Companies LLLP | 0.00% | Add +16.3% | 106,019 | $3.7M |
| Flow Traders U.S. LLC | 0.10% | New | 90,668 | $3.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -11.2% | 83,017 | $2.9M |
| Eubel Brady & Suttman Asset Management Inc. | 0.36% | Add +0.6% | 81,458 | $2.9M |
| Creekside Partners | 0.97% | Add +4.0% | 67,161 | $2.4M |
| Prospera Financial Services Inc | 0.04% | Add +1.7% | 65,115 | $2.3M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -6.8% | 61,507 | $2.2M |
| TRUE Private Wealth Advisors | 0.21% | Add +8.8% | 61,209 | $2.2M |
| Ascentis Independent Advisors | 0.15% | New | 57,978 | $2.0M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.4% | 53,773 | $1.9M |
| Stephens Inc. | 0.02% | Add +4.4% | 51,559 | $1.8M |
| Family Office Research LLC | 0.79% | Reduce -22.9% | 51,505 | $1.8M |
| Stifel Financial Corp. | 0.00% | Add +1.4% | 49,674 | $1.7M |
| Brown Financial Advisors | 0.65% | Add +0.1% | 48,460 | $1.7M |
| TPG Advisors LLC | 1.05% | Reduce -22.5% | 47,801 | $1.7M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -3.2% | 45,657 | $1.6M |
| Pursue Wealth Partners LLC | 0.95% | Add +1.5% | 45,261 | $1.6M |
| First Foundation Advisors | 0.06% | Reduce -3.5% | 44,178 | $1.6M |
| Cetera Investment Advisers | 0.00% | Reduce -34.5% | 41,235 | $1.5M |
| Vise Technologies, Inc. | 0.03% | No change | 36,082 | $1.3M |
| Beaumont Financial Advisors, LLC | 0.08% | Reduce -0.1% | 31,828 | $1.1M |
| Bank of New Hampshire | 0.25% | Add +30.3% | 31,182 | $1.1M |
| Stonebridge Financial Planning Group, LLC | 0.40% | Reduce -4.1% | 30,849 | $1.1M |
| Paladin Wealth, LLC | 0.74% | Add +12.7% | 30,562 | $1.1M |
| HighTower Advisors, LLC | 0.00% | Add +0.1% | 28,176 | $991K |
| Commonwealth Equity Services, LLC | 0.00% | Add +7.7% | 26,738 | $941K |
| MAI Capital Management | 0.01% | Add +32.7% | 26,612 | $936K |
| Coordinated Financial Services, Inc. | 0.47% | Add +4.5% | 23,102 | $813K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -18.5% | 22,215 | $782K |
| Mattson Financial Services, LLC | 0.19% | Reduce -2.2% | 22,213 | $782K |
| Stiles Financial Services Inc | 0.24% | Add +0.6% | 22,043 | $776K |
| Citadel Advisors | 0.00% | Add +58.5% | 21,895 | $770K |
| First Financial Group Corp | 0.61% | Reduce -0.9% | 21,363 | $752K |
| Argent Trust Co | 0.03% | Reduce -3.7% | 20,950 | $737K |
| Equitable Holdings, Inc. | 0.00% | Add +1.7% | 19,690 | $713K |
| Goldman Sachs Group Inc. | 0.00% | New | 19,838 | $698K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.20% | Reduce -1.7% | 19,480 | $686K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -58.3% | 18,597 | $654K |
| Woodmont Investment Counsel LLC | 0.04% | Reduce -12.1% | 17,097 | $602K |
| Great Valley Advisor Group, Inc. | 0.01% | New | 16,337 | $575K |
| Royal Bank of Canada | 0.00% | Add +60.4% | 15,888 | $559K |
| Mariner, LLC | 0.00% | Add +1.6% | 14,930 | $525K |
| AlphaCore Capital LLC | 0.01% | No change | 14,350 | $505K |
| Atlas Wealth LLC | 0.20% | Add +24.2% | 14,129 | $497K |
| IHT Wealth Management, LLC | 0.01% | Add +0.6% | 14,108 | $496K |
| Susquehanna International Group, LLP | 0.00% | New | 13,838 | $487K |
| Tranquility Partners, LLC | 0.18% | Add +1.8% | 13,577 | $478K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -4.1% | 11,650 | $410K |
| Principle Wealth Partners LLC | 0.02% | Reduce -2.4% | 11,620 | $409K |
| Osaic Holdings, Inc. | 0.00% | Add +297.5% | 11,361 | $400K |
| Oppenheimer & Co. Inc. | 0.00% | Add +11.3% | 11,271 | $397K |
| Essex Financial Services, Inc. | 0.02% | Reduce -5.0% | 11,177 | $393K |
| Fifth Third Bancorp | 0.00% | New | 9,947 | $350K |
| Capital Analysts, LLC | 0.01% | Reduce -0.0% | 9,696 | $341K |
| Stegent Equity Advisors, Inc. | 0.29% | Reduce -85.3% | 9,678 | $341K |
| Copley Financial Group, Inc. | 0.18% | Reduce -7.7% | 8,564 | $301K |
| Independent Financial Group, LLC | 0.01% | No change | 8,247 | $290K |
| Private Advisor Group, LLC | 0.00% | Reduce -3.4% | 7,997 | $281K |
| Fermata Advisors, LLC | 0.06% | Reduce -3.1% | 7,849 | $276K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +4.5% | 7,844 | $276K |
| Soundwatch Capital LLC | 0.03% | Add +1.1% | 7,839 | $276K |
| NewEdge Advisors, LLC | 0.00% | Reduce -5.1% | 7,743 | $272K |
| Creative Planning | 0.00% | New | 7,389 | $260K |
| Tower Research Capital LLC (TRC) | 0.01% | New | 7,355 | $259K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -2.4% | 6,600 | $232K |
| SageView Advisory Group, LLC | 0.01% | No change | 6,561 | $231K |
| IFP Advisors, Inc | 0.00% | Add +11.8% | 4,878 | $172K |
| Ancora Advisors LLC | 0.00% | Reduce -66.7% | 4,347 | $153K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 2,003 | $70K |
| BlackRock, Inc. | 0.00% | Reduce -31.6% | 1,944 | $68K |
| FMR LLC | 0.00% | Add +82.9% | 1,703 | $60K |
| Private Trust Co. NA | 0.01% | No change | 1,659 | $58K |
| Arax Advisory Partners | 0.00% | No change | 1,382 | $49K |
| 1620 Investment Advisors, Inc. | 0.03% | Add +41.9% | 1,185 | $42K |
| Allworth Financial LP | 0.00% | No change | 1,147 | $40K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,115 | $39K |
| Eastern Bank | 0.00% | No change | 1,000 | $35K |
| Global X Japan Co., Ltd. | 0.00% | New | 843 | $30K |
| Clear Investment Research, LLC | 0.04% | New | 703 | $25K |
| Assetmark, Inc. | 0.00% | No change | 569 | $20K |
| Wells Fargo & Company | 0.00% | Add +242.0% | 513 | $18K |
| Hilton Head Capital Partners, LLC | 0.01% | No change | 500 | $18K |
| Harbour Investments, Inc. | 0.00% | No change | 463 | $16K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 412 | $14K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -98.4% | 404 | $14K |
| JPMorgan Chase & Co. | 0.00% | Add +23.3% | 413 | $14K |
| Glenmede Trust Co. NA | 0.00% | New | 350 | $12K |
| Old Second National Bank of Aurora | 0.00% | No change | 320 | $11K |
| Vanguard Advisers Inc. | 0.00% | — | 199 | $7K |
| UBS Group AG | 0.00% | Reduce -73.7% | 186 | $7K |
| Advisory Services Network, LLC | 0.00% | New | 150 | $5K |
| Van Eck Associates Corp. | 0.00% | No change | 124 | $4K |
| Trust Co | 0.00% | No change | 92 | $3K |
| AE Wealth Management LLC | 0.00% | No change | 76 | $3K |
| Russell Investments Group, Ltd. | 0.00% | No change | 50 | $2K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 26 | $915 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 10 | $352 |
"% of holder's portfolio" is SMOT's weight in each manager's 13F, not the share of Vaneck Morningstar Smid Moat the manager owns.