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Disclosery

SMH VANECK ETF TRUST

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COM (fund)

911 managers (921 13F filers) reported a position in SMH shares at 2025-03-31, 49,583,784 shares in all. 94 filers opened a position and 134 filers sold out during the quarter.

Managers
911
13F filers
921
New
94
Added
347
Reduced
316
Sold out
134
Shares held by filers
49,583,784

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Cornerstone Wealth Management, LLC18,577$3.93M0.27%+3,75313F-HRTimeline
Ayalon Insurance Comp Ltd.18,501$3.91M1.26%013F-HRTimeline
AE Wealth Management LLC18,420$3.9M0.03%+1,70913F-HRTimeline
Ciovacco Capital Management LLC18,116$3.83M2.68%-11,91813F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…17,955$3.81M0.58%+30613F-HRTimeline
Hudock, Inc.17,859$3.78M0.66%+3,10313F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…17,851$3.77M0.11%+17,71613F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.17,659$3.73M0.11%+1,88113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC17,542$3.71M0.01%+3,13313F-HRTimelineGroup
PETERSON WEALTH MANAGEMENT17,489$3.7M2.49%+73113F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.17,160$3.63M0.01%+2,68913F-HRTimelineGroup
Galaxy Group Investments LLCin group Galaxy Group Investments LLC17,050$3.61M0.77%new13F-HRTimelineGroup
NewEdge Advisors, LLC16,995$3.59M0.02%-10,72413F-HRTimeline
Westwood Wealth Management16,515$3.49M1.51%+72513F-HRTimeline
Mutual Advisors, LLC16,250$3.44M0.1%+7,40913F-HRTimeline
TKG Advisors, LLC15,985$3.38M1.67%+46013F-HRTimeline
CONSOLIDATED CAPITAL MANAGEMENT, LLC15,730$3.33M1.38%+1,18713F-HRTimeline
Advisory Services Network, LLC15,694$3.32M0.06%-9313F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd15,387$3.25M0.28%-1,37513F-HRTimelineGroup
KICKSTAND VENTURES, LLC.15,196$3.21M0.83%-7113F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.15,101$3.19M0.06%-1,89513F-HRTimelineGroup
Bosman Wealth Management, LLC15,086$3.19M3.24%new13F-HRTimeline
GARDA CAPITAL PARTNERS LP15,054$3.18M1.79%new13F-HRTimeline
Capital Markets Trading UK LLP15,011$3.17M3.62%+9,64113F-HRTimeline
WEDBUSH SECURITIES INC14,885$3.15M0.12%+1,58213F-HRTimeline
CENTAURUS FINANCIAL, INC.14,806$3.13M0.19%+3,58613F-HRTimeline
Geneos Wealth Management Inc.14,652$3.1M0.05%+11,92313F-HRTimeline
MRA Advisory Group14,602$3.09M1.65%+1,39413F-HRTimeline
CHEMUNG CANAL TRUST CO14,391$3.04M0.67%-1,92513F-HRTimeline
Castle Rock Wealth Management, LLC14,260$3.02M0.81%+31013F-HRTimeline
NTV Asset Management LLC13,990$2.96M0.39%-72313F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP13,931$2.95M0.04%+53213F-HRTimeline
Concentrum Wealth Management13,842$2.93M1.08%+4,22713F-HRTimeline
SG Americas Securities, LLC13,630$2.88M0.01%+8,87313F-HRTimeline
Destination Wealth Management13,253$2.8M0.09%new13F-HRTimeline
CIBC WORLD MARKETS CORP13,250$2.8M0.02%new13F-HRTimeline
Foguth Wealth Management, LLC.13,113$2.77M0.67%-13,44113F-HRTimeline
Quantbot Technologies LP13,041$2.76M0.09%new13F-HRTimeline
Aft, Forsyth & Sober, LLC13,000$2.75M0.96%013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP12,966$2.74M0.21%+99613F-HRTimeline
Signal Advisors Wealth, LLC12,959$2.74M0.27%-11,77213F-HRTimeline
PFG Investments, LLC12,897$2.73M0.17%-58913F-HRTimeline
McGuire Investment Group, LLC12,859$2.72M0.4%-55513F-HRTimeline
HALL CAPITAL MANAGEMENT CO INC12,830$2.71M1.26%+2,21913F-HRTimeline
Larson Financial Group LLC12,665$2.68M0.13%+3,81013F-HRTimeline
STEVENS CAPITAL MANAGEMENT LP12,631$2.67M0.66%new13F-HRTimeline
Krilogy Financial LLC12,565$2.66M0.17%+1,30813F-HRTimeline
Waverly Advisors, LLC12,462$2.64M0.03%+30913F-HRTimeline
Financial Advocates Investment Manageme…12,399$2.62M0.18%-4,26513F-HRTimeline
PINNACLE ASSOCIATES LTD12,326$2.61M0.04%-5,75713F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV12,317$2.6M0.7%+35713F-HRTimeline
Western Wealth Management, LLC12,225$2.59M0.17%-11513F-HRTimeline
Alexis Investment Partners, LLC11,849$2.51M1.2%+28313F-HRTimeline
Empowered Funds, LLC11,789$2.49M0.04%+2,89013F-HRTimeline
INTEGRITY ALLIANCE, LLC.11,767$2.49M0.1%new13F-HRTimeline
Kaizen Financial Strategies11,591$2.45M1.41%+24413F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC11,467$2.42M0.13%-89713F-HRTimeline
G&S Capital LLC11,465$2.42M1.03%-613F-HRTimeline
NWAM LLC11,441$2.42M0.21%-14,24713F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC11,190$2.37M0.22%-2,69013F-HR/ATimeline
QUATTRO FINANCIAL ADVISORS LLC11,184$2.37M0.81%+5,56713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management10,912$2.31M0.03%-6,67413F-HRTimelineGroup
NOVARE CAPITAL MANAGEMENT LLC10,676$2.26M0.2%-13013F-HRTimeline
MGO ONE SEVEN LLC10,536$2.23M0.09%-4,10913F-HRTimeline
5th Street Advisors, LLC10,490$2.22M1.07%new13F-HRTimeline
Ausdal Financial Partners, Inc.10,466$2.21M0.17%-1,30313F-HRTimeline
Wealth Quarterback LLC10,398$2.2M1.24%+3,54913F-HRTimeline
Arete Wealth Advisors, LLC10,347$2.19M0.17%+29013F-HRTimeline
Bogart Wealth, LLC10,138$2.14M0.1%+65913F-HRTimeline
Parallel Advisors, LLC10,090$2.13M0.05%-21513F-HRTimeline
COMERICA BANK10,083$2.13M0.01%+1,62213F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD10,055$2.13M0.01%-7,46513F-HRTimelineGroup
AVALON CAPITAL MANAGEMENT10,046$2.12M0.62%-21,91113F-HRTimeline
Garden State Investment Advisory Servic…9,770$2.07M0.66%-13613F-HRTimeline
Modern Wealth Management, LLC9,715$2.05M0.07%+88313F-HR/ATimeline
1248 Management, LLC9,715$2.05M0.88%-10,40013F-HR/ATimeline
MONECO ADVISORS, LLC9,662$2.04M0.21%+21813F-HR/ATimeline
Fluent Financial, LLC9,620$2.03M0.89%-14,55013F-HRTimeline
SIMS INVESTMENT MANAGEMENT, LLC9,360$1.98M0.88%+1,73713F-HRTimeline
Arkadios Wealth Advisors9,318$1.97M0.07%+2,62013F-HRTimeline
CWM, LLCin group CWM, LLC9,297$1.97M0.01%+1,65413F-HRTimelineGroup
HB Wealth Management, LLC9,221$1.95M0.02%-70413F-HRTimeline
Canoe Financial LP1,665$1.95M0.03%new13F-HRTimeline
Paragon Advisors, LLC9,184$1.94M0.73%+1,12313F-HRTimeline
Belpointe Asset Management LLC9,168$1.94M0.1%+1,44413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/9,118$1.93M<0.01%+3,08013F-HRTimelineGroup
Shay Capital LLC8,918$1.89M0.55%-3,58213F-HRTimeline
RWQ Financial Management Services, Inc.8,855$1.87M1.24%-33,74313F-HRTimeline
Mezzasalma Advisors, LLC8,838$1.87M0.65%+31713F-HRTimeline
TSFG, LLC8,790$1.86M0.38%-1,61313F-HRTimeline
HBW ADVISORY SERVICES LLC8,787$1.86M0.26%+1,16313F-HRTimeline
Crown Wealth Group, LLC8,721$1.84M0.96%-5,02013F-HRTimeline
Westside Investment Management, Inc.8,600$1.82M0.39%+1,51013F-HRTimeline
Arcataur Capital Management LLC8,591$1.82M0.62%-82513F-HRTimeline
Robertson Stephens Wealth Management, L…8,574$1.81M0.07%-12,73213F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC8,539$1.81M0.19%-1,01313F-HRTimeline
SteelPeak Wealth, LLC8,507$1.8M0.08%-54713F-HRTimeline
MADDEN SECURITIES Corp8,455$1.79M0.69%+6,40013F-HRTimeline
Perigon Wealth Management, LLC8,401$1.78M0.05%-56913F-HRTimeline
VALLEY NATIONAL ADVISERS INC8,400$1.78M0.32%+6,04513F-HRTimeline
Three Magnolias Financial Advisors, LLC8,335$1.76M1.49%+1,69313F-HRTimeline
BURKE & HERBERT BANK & TRUST CO8,290$1.75M0.42%-55013F-HRTimeline
Prairie Wealth Advisors, Inc.8,197$1.73M0.85%-20313F-HRTimeline
Federation des caisses Desjardins du Qu…8,024$1.7M0.01%+1,93613F-HRTimeline
Future Financial Wealth Managment LLC7,993$1.69M1.24%+1,04913F-HRTimeline
Claro Advisors Inc.7,974$1.69M0.23%+30813F-HRTimeline
Great Diamond Partners, LLC7,833$1.66M0.45%+36113F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …7,615$1.61M0.05%013F-HR/ATimelineGroup
CHOREO, LLC7,574$1.6M0.02%+6113F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.7,504$1.59M0.09%-1,40113F-HR/ATimelineGroup
Bramshill Investments, LLC7,500$1.59M0.16%-3,00013F-HRTimeline
Symphony Financial Services, Inc.7,492$1.58M1.04%-17113F-HRTimeline
SYNOVUS FINANCIAL CORP7,455$1.58M0.02%+90213F-HRTimeline
Marex Group Ltdin group Marex Group Ltd7,445$1.57M0.03%+3,64813F-HRTimelineGroup
Global Assets Advisory, LLC7,822$1.57M0.3%+5,40213F-HRTimeline
SeaCrest Wealth Management, LLC7,428$1.57M0.18%-1,20113F-HRTimeline
Delos Wealth Advisors, LLC7,402$1.57M1.24%+4313F-HRTimeline
Mascagni Wealth Management, Inc.7,291$1.54M1.53%013F-HR/ATimeline
WealthBridge Investment Counsel Inc.7,240$1.53M0.56%+3,30013F-HRTimeline
Bluesphere Advisors LLC7,205$1.52M0.87%-32,83213F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…7,202$1.52M0.13%+2,98813F-HRTimeline
CoreCap Advisors, LLC7,170$1.52M0.07%+1,75013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…7,143$1.51M<0.01%+72613F-HRTimelineGroup
Beaumont Asset Management, L.L.C.7,053$1.49M0.9%+2,06513F-HRTimeline
&PARTNERS6,993$1.49M0.02%-4,40813F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC7,009$1.48M0.09%+61813F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC6,992$1.48M0.15%+44013F-HRTimeline
PCG Wealth Advisors, LLC6,966$1.47M0.51%+1,46313F-HRTimeline
New Insight Wealth Advisors6,959$1.47M0.67%+55413F-HRTimeline
CenterStar Asset Management, LLC6,824$1.44M2.07%-50013F-HRTimeline
CALTON & ASSOCIATES, INC.6,787$1.44M0.33%+5,34813F-HR/ATimeline
Providence First Trust Co6,781$1.43M0.58%013F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC6,764$1.43M0.4%-1,42813F-HRTimeline
Joel Isaacson & Co., LLC6,731$1.42M0.06%013F-HRTimeline
Sovereign Financial Group, Inc.6,710$1.42M0.33%-89813F-HRTimeline
KLINGENSTEIN FIELDS & CO LP6,636$1.4M0.06%-52613F-HRTimeline
Ignite Planners, LLC6,591$1.4M0.27%+1,03013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP6,583$1.39M<0.01%+1,39113F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC6,564$1.39M<0.01%-91813F-HRTimelineGroup
Gladstone Institutional Advisory LLC6,489$1.37M0.06%+39813F-HRTimeline
GPS Wealth Strategies Group, LLC6,367$1.35M0.18%-9,46413F-HRTimeline
Berbice Capital Management LLC6,337$1.34M1.15%+31813F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV6,337$1.34M0.29%+64013F-HRTimeline
Regal Investment Advisors LLC6,304$1.33M0.11%-1,17113F-HRTimeline
American Institute for Advanced Investm…6,110$1.29M0.99%-9813F-HRTimeline
TWO SIGMA SECURITIES, LLC6,031$1.28M0.19%new13F-HRTimeline
Piscataqua Savings Bank5,988$1.27M1.12%+8013F-HRTimeline
Copia Wealth Management5,966$1.26M1.17%-29213F-HRTimeline
Moloney Securities Asset Management, LLC5,886$1.24M0.17%-83513F-HRTimeline
MGB Wealth Management, LLC5,859$1.24M0.45%+48013F-HRTimeline
Horizon Investments, LLC5,858$1.24M0.04%-2,51413F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC5,820$1.23M0.54%-1,61113F-HRTimeline
Quantum Portfolio Management LLC5,760$1.22M0.62%-1,59613F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC5,650$1.19M0.08%013F-HRTimeline
Able Wealth Management LLC5,609$1.19M0.7%+87613F-HRTimeline
Grantvest Financial Group LLC5,601$1.18M0.96%+2813F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC5,533$1.17M0.28%+32913F-HR/ATimeline
Wisconsin Wealth Advisors, LLC5,480$1.16M1.66%+55013F-HRTimeline
HRT FINANCIAL LP5,468$1.16M0.01%-30,46313F-HRTimeline
Foundations Investment Advisors, LLC5,377$1.14M0.02%-185,44813F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC5,350$1.13M0.14%-16013F-HRTimeline
Composition Wealth, LLC5,302$1.12M0.02%+1,24913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS5,268$1.11M<0.01%+1,10313F-HRTimeline
MAI Capital Management5,262$1.11M0.01%+1613F-HRTimeline
TOWNSQUARE CAPITAL LLC5,247$1.11M0.01%+56613F-HRTimeline
FRG Family Wealth Advisors LLC5,108$1.08M0.21%+1,71513F-HRTimeline
ACORN CREEK CAPITAL LLC5,069$1.07M0.54%-1,01213F-HRTimeline
Carmel Capital Management L.L.C.5,062$1.07M0.43%-5013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP5,026$1.06M<0.01%-1,64713F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC5,014$1.06M0.04%new13F-HRTimeline
DAVENPORT & Co LLC4,913$1.04M0.01%+1,43113F-HRTimeline
Strategic Blueprint, LLC4,901$1.04M0.06%+79713F-HRTimeline
DEARBORN PARTNERS LLC4,894$1.03M0.05%-71213F-HRTimeline
PRIVATE TRUST CO NA4,875$1.03M0.11%+5513F-HRTimeline
Sage Mountain Advisors LLC4,819$1.02M0.08%+4013F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC4,815$1.02M0.21%+5713F-HRTimeline
Prime Capital Investment Advisors, LLC4,771$1.01M0.01%+3,75413F-HRTimeline
Lindbrook Capital, LLC4,750$1M0.09%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,747$1M<0.01%+18013F-HRTimelineGroup
SWS Partners4,652$984K0.32%013F-HR/ATimeline
Edgestream Partners, L.P.4,637$981K0.03%-1,68013F-HRTimeline
WJ Wealth Management, LLC4,592$971K0.34%013F-HRTimeline
Atom Investors LP4,587$970K0.12%-9,58813F-HRTimeline
Avidian Wealth Enterprises, LLC4,563$965K0.04%+8813F-HRTimeline
HBK Sorce Advisory LLC4,553$963K0.03%-97813F-HRTimeline
SeaBridge Investment Advisors LLC4,532$958K0.21%-12013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …4,502$957K0.08%+56213F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA4,527$957K<0.01%-674,90113F-HR/ATimelineGroup
Trexquant Investment LP4,508$953K0.01%-59613F-HRTimeline
Rappaport Reiches Capital Management, L…4,477$947K0.24%-1,66413F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC4,463$944K0.36%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC4,450$941K0.4%+2,62913F-HR/ATimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC4,448$941K0.05%new13F-HRTimelineGroup
OneAscent Financial Services LLCin group OneAscent Financial Services …4,417$934K0.06%-47213F-HRTimelineGroup
Kesler, Norman & Wride, LLC4,370$924K0.18%-7613F-HRTimeline
Intrua Financial, LLC4,340$918K0.14%-10313F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …4,319$913K0.02%-60813F-HRTimelineGroup
Dynamic Advisor Solutions LLC4,317$913K0.03%new13F-HRTimeline
Game Plan Financial Advisors, LLC4,306$911K0.44%+25013F-HRTimeline
DHK Financial Advisors, Inc.4,290$907K0.5%013F-HRTimeline