Skip to content
Disclosery

SMH VANECK ETF TRUST

Follow

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
Avidian Wealth Enterprises, LLC4,475$1.08M0.05%+1,73713F-HRTimeline
Kesler, Norman & Wride, LLC4,446$1.08M0.23%-12113F-HRTimeline
Intrua Financial, LLC4,443$1.08M0.17%+1113F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC4,350$1.05M0.13%-71713F-HRTimelineGroup
SILVERLAKE WEALTH MANAGEMENT LLC4,308$1.04M0.4%+17613F-HRTimeline
DHK Financial Advisors, Inc.4,290$1.04M0.63%013F-HRTimeline
Triumph Capital Management4,282$1.04M0.35%+82313F-HRTimeline
Independence Bank of Kentucky4,275$1.04M0.16%-1,56013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…4,214$1.03M0.09%new13F-HRTimeline
RMR Wealth Builders4,243$1.03M0.11%-9013F-HR/ATimeline
Clear Creek Financial Management, LLC4,219$1.02M0.11%-3,90513F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC4,200$1.02M0.11%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS4,165$1.01M<0.01%+2713F-HRTimeline
Apriem Advisors4,165$1.01M0.12%+15313F-HRTimeline
Runnymede Capital Advisors, Inc.4,143$1M0.88%13F-HRTimeline
Strategic Blueprint, LLC4,104$994K0.06%+1,68613F-HRTimeline
OneDigital Investment Advisors LLC4,085$989K0.01%+56913F-HRTimeline
Game Plan Financial Advisors, LLC4,056$985K0.47%+3013F-HRTimeline
Composition Wealth, LLC4,053$981K0.02%new13F-HRTimeline
KCM INVESTMENT ADVISORS LLC4,009$971K0.03%+12013F-HRTimeline
Global Financial Private Client, LLC3,949$956K0.36%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…3,943$955K0.02%+1213F-HRTimelineGroup
Fox Hill Wealth Management3,941$954K0.54%-27713F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …3,940$954K0.08%+25713F-HR/ATimeline
WealthBridge Investment Counsel Inc.3,940$954K0.35%+60013F-HRTimeline
Axecap Investments, LLC3,935$953K0.72%+2113F-HRTimeline
AdvisorNet Financial, Inc3,908$946K0.08%+13513F-HRTimeline
Evolution Wealth Advisors, LLC3,885$941K0.16%+1,94513F-HRTimeline
ADIRONDACK TRUST CO3,873$938K0.36%+30713F-HRTimeline
Mosley Wealth Management3,893$933K0.58%+69313F-HRTimeline
Sterling Investment Advisors, Ltd.3,847$932K0.23%+113F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.3,840$930K0.49%+29413F-HRTimeline
Polymer Capital Management (HK) LTD3,800$920K0.16%new13F-HRTimeline
Marex Group Ltdin group Marex Group Ltd3,797$920K0.02%+38713F-HRTimelineGroup
First Heartland Consultants, Inc.3,793$919K0.09%-53813F-HRTimeline
Moors & Cabot, Inc.3,723$902K0.04%+44913F-HRTimeline
Bawa N Mallick Trust3,714$899K0.39%13F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…3,694$895K0.17%-1513F-HRTimelineGroup
Roof Eidam Maycock Peralta, LLC3,682$892K0.23%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,521$888K<0.01%+14513F-HRTimelineGroup
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC3,648$883K0.22%-1,18613F-HRTimelineGroup
Jackson Hole Capital Partners, LLC3,612$875K0.18%013F-HRTimeline
Bulltick Wealth Management, LLC3,579$867K0.2%new13F-HRTimeline
City Center Advisors, LLC3,564$863K0.97%+69513F-HRTimeline
B.O.S.S. Retirement Advisors, LLC3,555$861K0.24%new13F-HRTimeline
Smith Anglin Financial, LLC3,545$859K0.08%+4513F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC3,534$856K0.39%+15513F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC3,527$854K0.19%new13F-HRTimeline
SFMG, LLC3,520$852K0.07%-62013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC3,508$850K0.02%-18613F-HRTimelineGroup
DELTEC ASSET MANAGEMENT LLC3,500$848K0.17%013F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC3,485$844K0.38%-1,00113F-HRTimeline
DAVENPORT & Co LLC3,482$843K<0.01%+2,21613F-HRTimeline
Q3 Asset Management3,483$843K0.52%+1,42913F-HRTimeline
TANDEM CAPITAL MANAGEMENT CORP /ADV3,480$843K0.45%+513F-HRTimeline
Clarus Wealth Advisors3,436$841K0.42%+62413F-HRTimeline
Gateway Wealth Partners, LLC3,470$840K0.22%+18413F-HRTimeline
Sound View Wealth Advisors Group, LLC3,465$839K0.07%+31613F-HRTimeline
Perennial Investment Advisors, LLC3,459$838K0.1%+90613F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC3,457$837K0.1%-26013F-HRTimeline
Jacobi Capital Management LLC3,415$827K0.06%-50213F-HRTimeline
Snider Financial Group3,411$826K0.26%+2113F-HRTimeline
Virtue Capital Management, LLC3,405$825K0.17%-37313F-HRTimeline
Circle Wealth Management, LLC3,396$822K0.02%013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC3,394$822K0.01%new13F-HRTimeline
FRG Family Wealth Advisors LLC3,393$822K0.15%+2,22513F-HRTimeline
Mystic Asset Management, Inc.3,387$820K0.22%+17813F-HRTimeline
Darden Wealth Group Inc3,345$810K0.55%-10713F-HRTimeline
OBSIDIAN CIO, LLC3,340$809K0.15%+97013F-HRTimeline
SMITH, MOORE & CO.3,293$797K0.07%+48113F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC3,283$797K<0.01%+1,03913F-HRTimelineGroup
Keudell/Morrison Wealth Management3,290$797K0.21%013F-HRTimeline
Maridea Wealth Management LLC3,282$795K0.26%13F-HRTimeline
Stevard, LLC3,261$790K2.95%+2413F-HRTimeline
FNY Investment Advisers, LLC3,200$774K0.4%new13F-HRTimeline
Premier Path Wealth Partners, LLC3,160$765K0.12%-10413F-HRTimeline
Mathes Company, Inc.3,155$764K0.28%-4013F-HRTimeline
Magnus Financial Group LLC3,137$760K0.07%+71913F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI3,125$757K0.08%013F-HRTimeline
Quantinno Capital Management LP3,093$749K0.01%-41613F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,081$746K0.01%-7613F-HRTimeline
Private Portfolio Partners LLC3,070$744K0.14%+3513F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …3,069$743K<0.01%+1,36613F-HRTimelineGroup
Biltmore Family Office, LLC3,050$739K0.12%013F-HRTimeline
SOA Wealth Advisors, LLC.3,028$733K0.14%+1,00213F-HR/ATimeline
Farther Finance Advisors, LLC3,011$729K0.03%-41513F-HRTimeline
NWI MANAGEMENT LP3,000$727K0.06%013F-HRTimeline
Hudson Value Partners, LLC2,968$721K0.27%new13F-HRTimeline
Cambridge Advisors Inc.2,970$719K0.16%+5813F-HRTimeline
Legacy Financial Strategies, LLC2,859$700K0.15%+1,47113F-HRTimeline
Summit Trail Advisors, LLC2,869$695K0.03%+1213F-HRTimeline
Iron Gate Global Advisors LLC2,838$687K0.1%+413F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT LLC2,826$684K0.14%013F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC2,821$683K0.14%+1,58913F-HRTimeline
Midwest Financial Group LLC2,815$682K0.39%013F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/2,800$679K<0.01%013F-HRTimeline
Kera Capital Partners, Inc.2,780$673K0.19%13F-HRTimeline
Riggs Asset Managment Co. Inc.2,738$670K0.18%+9113F-HRTimeline
SMART Wealth LLC2,764$669K0.24%new13F-HRTimeline
Maven Securities LTDin group Maven Securities LTD2,740$664K0.11%-43,38013F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO2,737$663K<0.01%+25413F-HRTimelineGroup
Greater Midwest Financial Group, LLC2,737$663K0.42%-20813F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC2,736$663K0.17%+36713F-HRTimelineGroup
IFG Advisory, LLC2,735$662K0.04%new13F-HRTimeline
Geneos Wealth Management Inc.2,729$661K0.02%-35013F-HRTimeline
MPS Loria Financial Planners, LLC2,721$659K0.2%+41613F-HRTimeline
Financial Perspectives, Inc2,693$652K0.22%013F-HRTimeline
American Financial Advisors, LLC2,666$646K0.09%+913F-HRTimeline
Winch Advisory Services, LLC2,659$644K0.17%+1113F-HRTimeline
RWA WEALTH PARTNERS, LLC2,650$642K0.01%+22313F-HRTimeline
Tradition Wealth Management, LLC2,645$641K0.06%-31113F-HRTimeline
Sunbelt Securities, Inc.2,613$639K0.06%+20913F-HRTimeline
E&G Advisors, LLC2,629$637K0.17%013F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…2,563$634K<0.01%-7,48213F-HRTimelineGroup
THOMPSON DAVIS & CO., INC.2,603$630K0.41%-50213F-HRTimeline
Pines Wealth Management, LLC2,550$630K0.27%13F-HRTimeline
NVWM, LLC2,602$630K0.16%+73513F-HRTimeline
Tyler-Stone Wealth Management2,602$630K0.11%-46513F-HRTimeline
Carnegie Investment Counsel2,600$630K0.02%+35713F-HRTimeline
Kovack Advisors, Inc.2,521$610K0.06%-23013F-HRTimeline
Advisory Alpha, LLC2,509$608K0.02%+30713F-HRTimeline
KG Capital Management2,503$606K0.19%+60613F-HRTimeline
Peak Asset Management, LLC2,479$600K0.11%013F-HRTimeline
Fort Point Capital Partners LLC2,472$599K0.07%+2413F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV2,465$597K0.53%13F-HRTimeline
Global Assets Advisory, LLC2,420$592K0.33%new13F-HRTimeline
Tradewinds, LLC.2,367$592K0.16%-3,41113F-HRTimeline
Total Clarity Wealth Management, Inc.2,432$589K0.19%+10513F-HRTimeline
PCG ASSET MANAGEMENT, LLC2,420$586K0.51%13F-HRTimeline
Empirical Finance, LLC2,408$583K0.03%new13F-HRTimeline
Richmond Investment Services, LLC2,406$583K0.33%13F-HRTimeline
Trilogy Capital Inc.2,404$582K0.03%+54313F-HRTimeline
SUMMIT SECURITIES GROUP LLC2,400$581K0.22%new13F-HRTimeline
Symmetry Investments LPin group Symmetry Investments LP2,400$581K0.03%-5,53413F-HRTimelineGroup
Insight Advisors, LLC/ PA2,344$574K0.1%-19913F-HRTimeline
Welch Group, LLC2,333$571K0.03%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC2,355$570K0.1%+53813F-HRTimeline
WOLVERINE TRADING, LLC2,323$568K0.01%-2,02313F-HRTimeline
Cyndeo Wealth Partners, LLC2,332$565K0.04%013F-HRTimeline
Greystone Financial Group, LLC2,330$564K0.1%-9413F-HRTimeline
Annex Advisory Services, LLC2,310$559K0.02%+1513F-HRTimeline
Ellevest, Inc.2,288$554K0.03%-19013F-HRTimeline
AlphaCore Capital LLC2,274$551K0.12%+9813F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC2,272$550K<0.01%+40013F-HRTimelineGroup
Safeguard Financial, LLC2,258$547K0.12%+21013F-HRTimeline
Aptus Capital Advisors, LLC2,249$545K0.01%+1,52513F-HRTimeline
Madden Advisory Services, Inc.2,238$542K0.25%+11713F-HRTimeline
LJI Wealth Management, LLC2,234$541K0.11%-13313F-HRTimeline
Purus Wealth Management, LLC2,233$541K0.21%-6513F-HRTimeline
Freedom Financial Partners LLC2,210$535K0.26%13F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding2,203$534K+1,346Timeline
Gotham Asset Management, LLC2,187$530K0.01%+1,01313F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC2,186$529K0.01%+1,26813F-HRTimelineGroup
KANE INVESTMENT MANAGEMENT, INC.2,139$518K0.29%13F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA1,978$517K0.02%+9213F-HRTimeline
Valeo Financial Advisors, LLC2,135$517K0.01%+44713F-HRTimeline
Focus Financial Network, Inc.2,131$516K0.02%-26113F-HRTimeline
Sequoia Financial Advisors, LLC2,094$507K<0.01%-93313F-HR/ATimeline
LaSalle St. Investment Advisors, LLC2,095$507K0.16%new13F-HRTimeline
HHM Wealth Advisors, LLC2,073$502K0.07%new13F-HRTimeline
Elm3 Financial Group, LLC2,064$500K0.43%13F-HRTimeline
PRIVATE CLIENT SERVICES, LLC2,064$500K0.27%+2313F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC2,060$499K0.25%013F-HRTimelineGroup
MADDEN SECURITIES Corp2,055$498K0.2%new13F-HRTimeline
Cornerstone Advisory, LLC1,951$493K0.06%+1,07913F-HRTimeline
Quartz Partners, LLC2,028$491K0.3%-43313F-HRTimeline
Altus Wealth Group LLC2,026$491K0.22%+6513F-HRTimeline
Sovran Advisors, LLC1,994$489K0.07%13F-HRTimeline
Stonebridge Financial Planning Group, L…2,011$487K0.22%+37613F-HRTimeline
Red Door Wealth Management, LLC2,008$486K0.07%new13F-HRTimeline
CAXTON ASSOCIATES LP2,006$486K0.02%new13F-HRTimeline
Venture Visionary Partners LLC2,002$485K0.02%-2213F-HR/ATimeline
Gruss & Co., LLC2,000$484K2.07%-2,00013F-HRTimeline
ORBA Wealth Advisors, L.L.C.2,000$484K0.25%new13F-HRTimeline
Lion Street Advisors, LLC1,990$482K0.15%+7713F-HRTimeline
Ranch Capital Advisors Inc.1,959$474K0.22%-2013F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC1,954$473K0.28%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…1,953$473K0.01%+53013F-HRTimelineGroup
Lowe Wealth Advisors, LLC1,949$472K0.2%-56513F-HRTimeline
Concorde Asset Management, LLC1,936$469K0.24%-68413F-HRTimeline
Global Trust Asset Management, LLC1,930$467K0.18%+44013F-HRTimeline
CWS Financial Advisors, LLC1,920$465K0.15%013F-HRTimeline
Integras Partners LLC1,915$464K0.4%13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,905$461K0.04%+4113F-HRTimeline
Guardian Asset Advisors, LLC1,874$454K0.29%+36213F-HRTimeline
WealthCare Investment Partners, LLC1,831$448K0.2%-2513F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC1,844$447K<0.01%-22413F-HRTimelineGroup
Betterment LLC1,836$445K<0.01%+77113F-HRTimeline
Bright Futures Wealth Management, LLC.1,849$443K0.39%new13F-HRTimeline
Resurgent Financial Advisors LLC1,824$442K0.26%-4913F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC1,821$441K0.26%13F-HRTimeline
Wedmont Private Capital1,767$437K0.02%+56513F-HRTimeline
Claris Financial LLC1,801$436K0.29%13F-HRTimeline
Glen Eagle Advisors, LLC1,793$434K0.07%+63713F-HRTimeline
FourThought Financial Partners, LLC1,787$433K0.04%new13F-HRTimeline
Keystone Financial Group1,787$433K0.04%-10213F-HRTimeline
Wilmington Savings Fund Society, FSB1,775$430K0.01%+2313F-HRTimeline
Sandbox Financial Partners, LLC1,753$425K0.14%-16413F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO1,744$422K0.01%new13F-HRTimeline
EdgeRock Capital LLC1,733$420K0.28%+41713F-HRTimeline