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Disclosery

SMH VANECK ETF TRUST

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COM (fund)

959 managers (970 13F filers) reported a position in SMH shares at 2024-12-31, 48,926,439 shares in all. 115 filers opened a position and 81 filers sold out during the quarter.

Managers
959
13F filers
970
New
115
Added
370
Reduced
264
Sold out
81
Shares held by filers
48,926,439

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Institute for Wealth Management, LLC.18,323$4.44M0.56%-13613F-HRTimeline
PINNACLE ASSOCIATES LTD18,083$4.38M0.06%+12,21713F-HRTimeline
Clarity Financial LLC18,062$4.37M0.52%+30713F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…17,649$4.27M0.63%+43013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management17,586$4.26M0.06%-11,20713F-HRTimelineGroup
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD17,520$4.24M0.01%013F-HRTimelineGroup
Bank Julius Baer & Co. Ltd, Zurich15,803$4.22M0.01%+1,98613F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.16,996$4.12M0.05%+92413F-HR/ATimelineGroup
PATTEN & PATTEN INC/TN16,872$4.09M0.27%-35713F-HRTimeline
TKG Advisors, LLC15,525$4.06M1.87%new13F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd16,762$4.06M0.37%-67913F-HRTimelineGroup
PETERSON WEALTH MANAGEMENT16,758$4.06M2.42%+1,39713F-HRTimeline
Integrated Wealth Concepts LLC16,742$4.05M0.05%+2,24113F-HRTimeline
AE Wealth Management LLC16,711$4.05M0.03%-19,40513F-HRTimeline
ARS Investment Partners, LLC16,665$4.04M0.36%-39713F-HRTimeline
Financial Advocates Investment Manageme…16,664$4.04M0.23%+81113F-HRTimeline
KP Management LLC16,500$4M1.4%-9,00013F-HRTimeline
CHEMUNG CANAL TRUST CO16,316$3.95M0.82%-70913F-HRTimeline
GPS Wealth Strategies Group, LLC15,831$3.83M0.49%+3,48013F-HRTimeline
Westwood Wealth Management15,790$3.82M1.38%013F-HRTimeline
Advisory Services Network, LLC15,787$3.82M0.07%-9,73013F-HRTimeline
B. Riley Wealth Advisors, Inc.15,778$3.82M0.13%-1,50913F-HRTimeline
KICKSTAND VENTURES, LLC.15,267$3.7M0.94%+67113F-HRTimeline
Cornerstone Wealth Management, LLC14,824$3.59M0.24%+62113F-HRTimeline
Hudock, Inc.14,756$3.57M0.62%+1313F-HRTimeline
NTV Asset Management LLC14,713$3.56M0.47%-2,63013F-HRTimeline
FLOW TRADERS U.S. LLC14,652$3.55M0.14%new13F-HRTimeline
MGO ONE SEVEN LLC14,645$3.55M0.14%-14513F-HRTimeline
Madrona Financial Services, LLC14,596$3.53M0.96%+12,03013F-HRTimeline
Castle Rock Wealth Management, LLC13,950$3.52M0.84%+31313F-HRTimeline
CONSOLIDATED CAPITAL MANAGEMENT, LLC14,543$3.52M1.54%-20213F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.14,471$3.5M0.01%-3,02313F-HRTimelineGroup
Wellington Shields Capital Management, …in group Wellington Shields Capital Ma…14,428$3.49M0.62%+1513F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC14,409$3.49M0.01%+3,52113F-HRTimelineGroup
Atom Investors LP14,175$3.43M0.43%+2,99213F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC13,880$3.36M0.25%+2,24413F-HRTimeline
Crown Wealth Group, LLC13,741$3.33M1.35%+35713F-HRTimeline
NorthCoast Asset Management LLC13,585$3.29M0.02%+9,28813F-HR/ATimeline
PFG Investments, LLC13,486$3.27M0.2%+5,24713F-HRTimeline
McGuire Investment Group, LLC13,414$3.25M0.47%+23413F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP13,399$3.25M0.05%+1,26513F-HRTimeline
WEDBUSH SECURITIES INC13,303$3.22M0.11%-1,11113F-HRTimeline
MRA Advisory Group13,208$3.2M1.69%+1,32513F-HRTimeline
CAPITAL MANAGEMENT ASSOCIATES /NY/13,006$3.15M3.71%-11613F-HRTimeline
Aft, Forsyth & Sober, LLC13,000$3.15M1.02%013F-HRTimeline
Smart Money Group LLC12,929$3.13M1.08%+25113F-HRTimeline
Shay Capital LLC12,500$3.03M0.74%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC12,364$2.99M0.16%+4,13813F-HRTimeline
Western Wealth Management, LLC12,340$2.99M0.19%-1,24413F-HR/ATimeline
Waverly Advisors, LLC12,153$2.94M0.05%-88813F-HRTimeline
ALLIANCEBERNSTEIN L.P.12,024$2.91M<0.01%new13F-HRTimeline
MONEY CONCEPTS CAPITAL CORP11,970$2.9M0.22%+69513F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV11,960$2.9M0.86%new13F-HRTimeline
&PARTNERS11,401$2.87M0.03%+40413F-HRTimeline
Ausdal Financial Partners, Inc.11,769$2.85M0.25%-1,30513F-HRTimeline
HAP Trading, LLC11,715$2.84M0.95%new13F-HRTimeline
Alexis Investment Partners, LLC11,566$2.82M1.38%13F-HRTimeline
G&S Capital LLC11,471$2.78M1.15%new13F-HRTimeline
Kaizen Financial Strategies11,347$2.75M1.56%-32813F-HRTimeline
Krilogy Financial LLC11,257$2.73M0.18%-30913F-HRTimeline
CENTAURUS FINANCIAL, INC.11,220$2.72M0.17%+77313F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC10,806$2.62M0.22%-8713F-HRTimeline
HALL CAPITAL MANAGEMENT CO INC10,611$2.57M1.2%13F-HRTimeline
Bramshill Investments, LLC10,500$2.54M0.4%new13F-HRTimeline
TSFG, LLC10,403$2.52M0.52%-28513F-HRTimeline
Parallel Advisors, LLC10,305$2.5M0.06%+18613F-HRTimeline
Arete Wealth Advisors, LLC10,057$2.44M0.18%-1,34213F-HRTimeline
OLD MISSION CAPITAL LLC10,095$2.44M0.06%-30,34613F-HRTimeline
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…10,000$2.42M0.02%new13F-HRTimelineGroup
HB Wealth Management, LLC9,925$2.41M0.02%-19013F-HRTimeline
Garden State Investment Advisory Servic…9,906$2.4M0.74%-85913F-HRTimeline
JMAC ENTERPRISES LLC9,798$2.37M0.37%+4113F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…9,723$2.35M0.06%new13F-HRTimelineGroup
Hudson Bay Capital Management LPin group Hudson Bay Capital Management…9,691$2.35M0.01%new13F-HRTimelineGroup
Concentrum Wealth Management9,615$2.33M0.82%+2,36713F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC9,552$2.31M0.24%-2,28613F-HRTimeline
Bogart Wealth, LLC9,479$2.3M0.11%+37913F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC9,461$2.29M0.02%-52213F-HRTimelineGroup
MONECO ADVISORS, LLC9,444$2.29M0.24%+2,52413F-HR/ATimeline
Atria Investments, Inc9,424$2.28M0.03%+10613F-HRTimeline
Arcataur Capital Management LLC9,416$2.28M0.77%013F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding9,401$2.28M+678Timeline
Verition Fund Management LLC9,366$2.27M0.01%new13F-HRTimeline
Perigon Wealth Management, LLC8,970$2.26M0.06%-97113F-HRTimeline
Mutual Advisors, LLC8,841$2.23M0.06%+5,49913F-HRTimeline
SteelPeak Wealth, LLC9,054$2.19M0.09%-2,53313F-HRTimeline
Black Swift Group, LLC9,035$2.19M0.46%-10,97513F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.8,905$2.16M0.12%+3,90813F-HR/ATimelineGroup
Empowered Funds, LLC8,899$2.16M0.03%new13F-HRTimeline
Larson Financial Group LLC8,855$2.14M0.11%+1,61913F-HRTimeline
BURKE & HERBERT BANK & TRUST CO8,840$2.14M0.51%-22513F-HRTimeline
Modern Wealth Management, LLC8,832$2.14M0.08%new13F-HR/ATimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP8,677$2.1M<0.01%+8,60813F-HRTimelineGroup
SeaCrest Wealth Management, LLC8,629$2.09M0.22%-5613F-HRTimeline
Mezzasalma Advisors, LLC8,521$2.06M0.67%-21613F-HRTimeline
COMERICA BANK8,461$2.05M0.01%-1413F-HR/ATimeline
Prairie Wealth Advisors, Inc.8,400$2.03M0.98%-18213F-HRTimeline
Horizon Investments, LLC8,372$2.03M0.06%+42213F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC8,320$2.02M<0.01%013F-HRTimelineGroup
Diversify Advisory Services, LLCin group Diversify Advisory Services, …8,027$1.98M0.11%+52813F-HRTimelineGroup
DUMONT & BLAKE INVESTMENT ADVISORS LLC8,192$1.98M0.53%+26413F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC8,071$1.95M0.18%+1,70513F-HRTimeline
Paragon Advisors, LLC8,061$1.95M0.67%+1,12413F-HRTimeline
Belpointe Asset Management LLC7,724$1.88M0.11%+17613F-HRTimeline
Legacy Advisory Services, LLC7,748$1.88M1.6%-7413F-HRTimeline
Claro Advisors Inc.7,666$1.86M0.25%+79913F-HRTimeline
Symphony Financial Services, Inc.7,663$1.86M1.49%+5313F-HRTimeline
CWM, LLCin group CWM, LLC7,643$1.85M0.01%-14713F-HRTimelineGroup
HBW ADVISORY SERVICES LLC7,624$1.85M0.19%-39013F-HRTimeline
SIMS INVESTMENT MANAGEMENT, LLC7,623$1.85M1.04%13F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …7,615$1.84M0.05%-7,32513F-HRTimelineGroup
Sovereign Financial Group, Inc.7,608$1.84M0.42%+513F-HRTimeline
NWF Advisory Services Inc.7,594$1.84M0.27%-1,53413F-HRTimeline
CHOREO, LLC7,513$1.83M0.03%+38213F-HRTimeline
Ulysses Management LLC7,500$1.82M0.42%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC7,482$1.81M<0.01%+2,77813F-HRTimelineGroup
Regal Investment Advisors LLC7,475$1.81M0.14%-2,51513F-HRTimeline
Great Diamond Partners, LLC7,472$1.81M0.47%+15713F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC7,431$1.8M0.85%new13F-HRTimeline
Delos Wealth Advisors, LLC7,359$1.78M1.42%+1,05113F-HRTimeline
Quantum Portfolio Management LLC7,356$1.78M0.96%-5113F-HRTimeline
CenterStar Asset Management, LLC7,324$1.77M3.89%+1,43713F-HRTimeline
Woodline Partners LP7,300$1.77M0.01%-1,58813F-HRTimeline
HANSEATIC MANAGEMENT SERVICES INC7,273$1.76M2.24%-17313F-HRTimeline
ERn Financial, LLC7,215$1.75M0.26%-13113F-HRTimeline
KLINGENSTEIN FIELDS & CO LP7,162$1.73M0.07%-42413F-HRTimeline
Westside Investment Management, Inc.7,090$1.72M0.36%013F-HRTimeline
Future Financial Wealth Managment LLC6,944$1.68M1.23%+42013F-HRTimeline
Bleakley Financial Group, LLC6,894$1.67M0.05%+55513F-HRTimeline
Wealth Quarterback LLC6,849$1.66M0.78%+51513F-HRTimeline
Providence First Trust Co6,781$1.64M0.62%013F-HRTimeline
Joel Isaacson & Co., LLC6,731$1.63M0.07%+2413F-HRTimeline
Moloney Securities Asset Management, LLC6,721$1.63M0.22%-1,14113F-HRTimeline
Arkadios Wealth Advisors6,698$1.62M0.09%+1,45813F-HRTimeline
Three Magnolias Financial Advisors, LLC6,642$1.61M1.69%13F-HRTimeline
SYNOVUS FINANCIAL CORP6,553$1.59M0.02%-90513F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC6,552$1.59M0.13%-3,48713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…6,417$1.55M<0.01%+1,25413F-HRTimelineGroup
New Insight Wealth Advisors6,405$1.55M0.78%-37813F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC6,391$1.55M0.09%+26413F-HRTimeline
Mascagni Wealth Management, Inc.7,291$1.54M1.53%13F-HR/ATimeline
Edgestream Partners, L.P.6,317$1.53M0.07%new13F-HRTimeline
Copia Wealth Management6,258$1.52M1.44%13F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC5,617$1.51M0.39%+13513F-HR/ATimeline
American Institute for Advanced Investm…6,208$1.5M1.12%-32513F-HRTimeline
Rappaport Reiches Capital Management, L…6,141$1.49M0.38%-79413F-HRTimeline
Gladstone Institutional Advisory LLC6,091$1.47M0.07%-7,75913F-HRTimeline
Federation des caisses Desjardins du Qu…6,088$1.47M0.01%+1,88813F-HRTimeline
ACORN CREEK CAPITAL LLC6,081$1.47M0.76%-37013F-HRTimeline
CMT Capital Markets Trading GmbHin group CMT Capital Markets Trading G…6,049$1.47M0.87%+3,93813F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/6,038$1.46M<0.01%+3,38613F-HRTimelineGroup
Berbice Capital Management LLC6,019$1.46M1.17%13F-HRTimeline
Pinnacle Wealth Management Advisory Gro…5,909$1.43M0.13%+2,76313F-HRTimeline
Piscataqua Savings Bank5,908$1.43M1.23%-5813F-HRTimeline
Ignite Planners, LLC5,561$1.4M0.31%-67313F-HRTimeline
Williams Jones Wealth Management, LLC.5,770$1.4M0.02%-3013F-HRTimeline
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA…5,710$1.38M0.72%new13F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV5,697$1.38M0.33%+2,40813F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC5,650$1.37M0.09%013F-HRTimeline
DEARBORN PARTNERS LLC5,606$1.36M0.06%-5213F-HRTimeline
Grantvest Financial Group LLC5,573$1.35M1.51%13F-HRTimeline
HBK Sorce Advisory LLC5,531$1.34M0.04%+3213F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC5,510$1.33M0.17%+12613F-HRTimeline
PCG Wealth Advisors, LLC5,503$1.33M0.49%+38313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP6,673$1.31M<0.01%+10413F-HRTimelineGroup
CoreCap Advisors, LLC5,420$1.31M0.06%+8013F-HRTimeline
MGB Wealth Management, LLC5,379$1.31M0.41%+98813F-HRTimeline
Capital Markets Trading UK LLP5,370$1.3M0.77%+3,24213F-HRTimeline
MAI Capital Management5,246$1.27M0.01%+2,46413F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC5,204$1.26M0.35%-2,83213F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP5,192$1.26M<0.01%+36013F-HRTimelineGroup
Forefront Wealth Partners, LLC5,187$1.26M0.94%13F-HRTimeline
Avior Wealth Management, LLC5,171$1.25M0.05%+11813F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC5,144$1.25M0.09%013F-HRTimeline
Carmel Capital Management L.L.C.5,112$1.24M0.47%-1013F-HRTimeline
Trexquant Investment LP5,104$1.24M0.01%+74513F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…4,992$1.21M0.5%-1,83513F-HRTimelineGroup
Beaumont Asset Management, L.L.C.4,988$1.21M0.7%-11213F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP4,940$1.2M0.31%+14013F-HRTimeline
Wisconsin Wealth Advisors, LLC4,930$1.19M1.76%13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …4,927$1.19M0.03%-1,32613F-HRTimelineGroup
FULTON BREAKEFIELD BROENNIMAN LLC4,913$1.19M0.08%new13F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …4,889$1.18M0.1%new13F-HRTimelineGroup
Clearstead Advisors, LLC4,848$1.17M0.02%+4,72813F-HRTimeline
PRIVATE TRUST CO NA4,820$1.17M0.12%-7013F-HRTimeline
Sage Mountain Advisors LLC4,779$1.16M0.08%-40513F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC4,758$1.15M0.23%+28213F-HRTimeline
SG Americas Securities, LLC4,757$1.15M<0.01%-6,15813F-HRTimeline
Lindbrook Capital, LLC4,750$1.15M0.1%-55213F-HRTimeline
Able Wealth Management LLC4,733$1.15M0.75%+1,36613F-HRTimeline
Praetorian PR LLC1,250$1.14M0.46%new13F-HRTimeline
TOWNSQUARE CAPITAL LLC4,681$1.13M0.01%+23913F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC4,463$1.13M0.41%13F-HRTimeline
SWS Partners4,652$1.13M0.34%+1,09013F-HRTimeline
SeaBridge Investment Advisors LLC4,652$1.13M0.24%new13F-HRTimeline
Greenwich Wealth Management LLC4,640$1.12M0.08%-60313F-HRTimeline
WJ Wealth Management, LLC4,592$1.11M0.38%-30013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,567$1.11M<0.01%-33413F-HRTimelineGroup
GTS SECURITIES LLC4,515$1.09M0.05%-93,15913F-HRTimeline
NAPA WEALTH MANAGEMENT4,488$1.09M0.47%+89713F-HRTimeline