Who owns SMOT?
VanEck Morningstar SMID Moat ETF · VanEck
102 institutions reported holding SMOT, worth $250.1M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of SMOT
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Gradient Investments LLC | Arden Hills, MN | $35.2M | 905,457 | +35,422 shares |
| LPL Financial LLC | Fort Mill, SC | $32.4M | 832,840 | −98,042 shares |
| Great Lakes Advisors, LLC | Chicago, IL | $29.0M | 745,551 | −69,483 shares |
| Morgan Stanley | New York, NY | $17.2M | 442,385 | −51,117 shares |
| Bank of America Corp. | Charlotte, NC | $17.2M | 441,347 | +21,079 shares |
| United Capital Financial Advisors, LLC | Irving, TX | $13.2M | 339,071 | +542 shares |
| Financial Management Network Inc. | Mission Viejo, CA | $11.8M | 301,222 | −174,980 shares |
| Mesirow Financial Investment Management, Inc. | Chicago, IL | $10.4M | 268,034 | −108 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $5.8M | 150,378 | −19,012 shares |
| Focused Alpha, LLC | Denver, CO | $5.4M | 137,722 | +32,372 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns SMOT?
102 institutional managers reported holding SMOT in Form 13F filings for June 30, 2026, worth $250.1M in total. The largest reported position was held by Gradient Investments LLC, at $35.2M.
Did institutions buy or sell SMOT last quarter?
Reported 13F value rose 4.1% from March 31, 2026, which includes price moves as well as buying and selling. 8 firms reported a new position and 12 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is SMOT ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.