Skip to content

SMH VANECK ETF TRUST

Follow

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
Inspire Advisors, LLCin group Inspire Investing, LLC4,233$895K0.1%-11713F-HRTimelineGroup
Cheviot Value Management, LLC4,100$892K0.11%new13F-HRTimeline
Founders Financial Alliance, LLC4,211$891K0.22%+4,06813F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK4,197$887K<0.01%+4,11713F-HRTimelineGroup
Clarus Wealth Advisors4,199$885K0.47%+76313F-HRTimeline
B.O.S.S. Retirement Advisors, LLC4,178$884K0.26%+62313F-HRTimeline
First Heartland Consultants, Inc.4,167$881K0.09%+37413F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC4,166$881K0.34%-14213F-HRTimeline
Apriem Advisors4,165$881K0.1%013F-HRTimeline
AdvisorNet Financial, Inc4,147$877K0.07%+23913F-HRTimeline
ALTFEST L J & CO INC4,115$870K0.11%-46,17013F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.4,073$861K0.45%+23313F-HRTimeline
Greenwich Wealth Management LLC4,060$859K0.07%-58013F-HRTimeline
Safeguard Financial, LLC4,059$858K0.19%+1,80113F-HRTimeline
OneDigital Investment Advisors LLC4,058$858K0.01%-2713F-HRTimeline
ADIRONDACK TRUST CO4,053$857K0.33%+18013F-HRTimeline
Fox Hill Wealth Management4,043$855K0.5%+10213F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC3,999$844K0.33%+51413F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…3,990$844K0.02%+4713F-HRTimelineGroup
Evolution Wealth Advisors, LLC3,936$832K0.14%+5113F-HRTimeline
SFI Advisors, LLC3,933$832K0.61%new13F-HRTimeline
Global Financial Private Client, LLC3,920$829K0.32%-2913F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC3,863$817K0.17%+33613F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA3,678$816K0.04%+1,70013F-HRTimeline
Perennial Investment Advisors, LLC3,836$811K0.09%+37713F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC3,811$806K0.01%+41713F-HRTimeline
Sterling Investment Advisors, Ltd.3,797$803K0.19%-5013F-HRTimeline
Magnus Financial Group LLC3,783$800K0.08%+64613F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…3,771$798K0.16%+7713F-HRTimelineGroup
TRANSCEND CAPITAL ADVISORS, LLC3,753$794K0.06%+2,03913F-HRTimeline
Axecap Investments, LLC3,746$792K0.67%-18913F-HRTimeline
Quantinno Capital Management LP3,745$792K0.01%+65213F-HRTimeline
Bawa N Mallick Trust3,714$785K0.37%013F-HRTimeline
NAPA WEALTH MANAGEMENT3,692$781K0.44%-79613F-HRTimeline
Roof Eidam Maycock Peralta, LLC3,682$779K0.21%013F-HRTimeline
Avior Wealth Management, LLC3,631$768K0.03%-1,54013F-HRTimeline
Jackson Hole Capital Partners, LLC3,612$764K0.15%013F-HRTimeline
Moors & Cabot, Inc.3,610$764K0.04%-11313F-HRTimeline
Triumph Capital Management3,581$757K0.25%-70113F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC3,577$756K0.19%-7113F-HRTimelineGroup
Pinnacle Wealth Management Advisory Gro…3,532$747K0.07%-2,37713F-HRTimeline
Sound View Wealth Advisors Group, LLC3,511$742K0.06%+4613F-HRTimeline
DELTEC ASSET MANAGEMENT LLC3,500$740K0.16%013F-HRTimeline
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.in group DYMON ASIA CAPITAL (SINGAPORE…3,500$740K0.59%new13F-HRTimelineGroup
TANDEM CAPITAL MANAGEMENT CORP /ADV3,480$736K0.41%013F-HRTimeline
NorthCoast Asset Management LLC3,467$733K<0.01%-10,11813F-HR/ATimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC3,452$730K0.02%+1,26613F-HRTimelineGroup
Premier Path Wealth Partners, LLC3,451$730K0.11%+29113F-HRTimeline
RMR Wealth Builders3,445$728K0.08%-79813F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC3,443$728K0.33%-9113F-HRTimeline
Gateway Wealth Partners, LLC3,431$725K0.16%-3913F-HRTimeline
SFMG, LLC3,422$724K0.06%-9813F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC3,400$719K0.09%-80013F-HRTimeline
RWA WEALTH PARTNERS, LLC3,400$719K0.01%+75013F-HRTimeline
City Center Advisors, LLC3,399$719K0.84%-16513F-HRTimeline
Richmond Investment Services, LLC3,397$718K0.39%+99113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC3,396$718K0.02%-11213F-HRTimelineGroup
Snider Financial Group3,371$713K0.23%-4013F-HRTimeline
Millington Financial Advisors, LLC3,540$713K0.44%new13F-HRTimeline
Inscription Capital, LLC3,165$712K0.12%13F-HRTimeline
Cambridge Advisors Inc.3,354$709K0.16%+38413F-HRTimeline
Smith Anglin Financial, LLC3,351$709K0.08%-19413F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC3,326$703K0.19%+59013F-HRTimelineGroup
SMITH, MOORE & CO.3,293$696K0.06%013F-HRTimeline
Keudell/Morrison Wealth Management3,290$696K0.16%013F-HRTimeline
Darden Wealth Group Inc3,285$695K0.54%-6013F-HRTimeline
Scientech Research LLC3,282$694K0.18%+1,92313F-HRTimeline
Gotham Asset Management, LLC3,249$687K0.01%+1,06213F-HRTimeline
Trilogy Capital Inc.3,189$674K0.04%+78513F-HRTimeline
Hudson Value Partners, LLC3,184$673K0.25%+21613F-HRTimeline
Mystic Asset Management, Inc.3,173$671K0.18%-21413F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC3,172$671K0.08%-28513F-HRTimeline
Iron Gate Global Advisors LLC3,171$671K0.09%+33313F-HR/ATimeline
Jacobi Capital Management LLC3,165$669K0.05%-25013F-HRTimeline
Aspire Capital Advisors LLC3,139$664K0.2%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC3,107$657K<0.01%-5,21313F-HRTimelineGroup
KG Capital Management3,102$656K0.21%+59913F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI3,090$653K0.07%-3513F-HRTimeline
SOA Wealth Advisors, LLC.3,083$652K0.14%+5513F-HRTimeline
Independence Bank of Kentucky3,080$651K0.1%-1,19513F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …3,069$649K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,030$641K0.01%-5113F-HRTimeline
Biltmore Family Office, LLC3,000$634K0.11%-5013F-HRTimeline
NWI MANAGEMENT LP3,000$634K0.08%013F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …2,984$627K0.04%-5,04313F-HRTimelineGroup
Pines Wealth Management, LLC3,482$627K0.29%+93213F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…2,949$624K0.29%-2,04313F-HRTimelineGroup
Peak Planning Group, LLC2,893$612K0.26%new13F-HRTimeline
O'ROURKE & COMPANY, Inc2,879$609K0.3%+1,33313F-HRTimeline
IFG Advisory, LLC2,875$608K0.03%+14013F-HRTimeline
Summit Trail Advisors, LLC2,869$607K0.02%013F-HRTimeline
Kera Capital Partners, Inc.2,842$601K0.18%+6213F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC2,824$597K0.13%+313F-HRTimeline
Midwest Financial Group LLC2,815$595K0.35%013F-HRTimeline
Riggs Asset Managment Co. Inc.2,805$593K0.17%+6713F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/2,800$593K<0.01%013F-HRTimeline
Purus Wealth Management, LLC2,802$593K0.25%+56913F-HRTimeline
Sequoia Financial Advisors, LLC2,795$591K<0.01%+70113F-HRTimeline
Maridea Wealth Management LLC2,786$589K0.19%-49613F-HRTimeline
Total Clarity Wealth Management, Inc.2,432$589K0.19%013F-HRTimeline
Winch Advisory Services, LLC2,765$585K0.15%+10613F-HRTimeline
Cornerstone Advisory, LLC2,696$581K0.07%+74513F-HRTimeline
American Financial Advisors, LLC2,736$579K0.08%+7013F-HRTimeline
MPS Loria Financial Planners, LLC2,721$575K0.17%013F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT LLC2,709$573K0.12%-11713F-HRTimeline
Financial Perspectives, Inc2,693$569K0.19%013F-HRTimeline
PCG ASSET MANAGEMENT, LLC2,652$561K0.52%+23213F-HRTimeline
E&G Advisors, LLC2,629$556K0.16%013F-HRTimeline
Bright Futures Wealth Management, LLC.2,941$552K0.61%+1,09213F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC2,600$550K<0.01%-6,86113F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO2,593$548K<0.01%-14413F-HRTimelineGroup
Greater Midwest Financial Group, LLC2,572$544K0.38%-16513F-HRTimeline
Mathes Company, Inc.2,555$540K0.22%-60013F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV2,551$539K0.49%+8613F-HRTimeline
Carnegie Investment Counsel2,902$536K0.01%+30213F-HRTimeline
SMART Wealth LLC2,496$528K0.19%-26813F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC2,482$525K0.05%new13F-HRTimelineGroup
Advisory Alpha, LLC2,472$523K0.02%-3713F-HR/ATimeline
Fort Point Capital Partners LLC2,472$523K0.06%013F-HRTimeline
Stonebridge Financial Planning Group, L…2,470$522K0.24%+45913F-HRTimeline
Runnymede Capital Advisors, Inc.2,468$522K0.5%-1,67513F-HRTimeline
Peak Asset Management, LLC2,455$519K0.1%-2413F-HRTimeline
Tradition Wealth Management, LLC2,433$514K0.05%-21213F-HRTimeline
Kovack Advisors, Inc.2,422$512K0.05%-9913F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,841$511K<0.01%-68013F-HRTimelineGroup
Clear Creek Financial Management, LLC2,414$510K0.05%-1,80513F-HRTimeline
Focus Financial Network, Inc.2,395$506K0.02%+26413F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC2,392$506K0.29%+43813F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC2,381$504K<0.01%+10913F-HRTimelineGroup
AlphaCore Capital LLC2,380$503K0.04%+10613F-HRTimeline
Dakota Wealth Management2,370$501K0.01%new13F-HRTimeline
MATAURO, LLC2,357$498K0.1%-51,31113F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding2,346$496K+143Timeline
Insight Advisors, LLC/ PA2,344$496K0.09%013F-HRTimeline
Greystone Financial Group, LLC2,343$495K0.09%+1313F-HRTimeline
Cyndeo Wealth Partners, LLC2,341$495K0.03%+913F-HRTimeline
Welch Group, LLC2,333$495K0.02%013F-HRTimeline
Sovran Advisors, LLC2,558$492K0.06%+56413F-HRTimeline
Sunbelt Securities, Inc.2,322$491K0.04%-29113F-HRTimeline
Clarity Financial LLC2,312$489K0.06%-15,75013F-HRTimeline
Annex Advisory Services, LLC2,310$489K0.01%013F-HRTimeline
Pinnacle Family Advisors, LLC2,304$487K0.26%new13F-HRTimeline
Summit Financial, LLC2,290$484K0.01%new13F-HRTimeline
NVWM, LLC2,289$484K0.13%-31313F-HRTimeline
Ellevest, Inc.2,288$484K0.03%013F-HRTimeline
NWF Advisory Services Inc.2,202$466K0.07%-5,39213F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…2,201$465K0.01%+24813F-HRTimelineGroup
Aptus Capital Advisors, LLC2,160$457K0.01%-8913F-HRTimeline
Madden Advisory Services, Inc.2,148$454K0.21%-9013F-HRTimeline
Argyle Capital Partners, LLC2,125$449K0.39%+46713F-HRTimeline
Guardian Asset Advisors, LLC2,121$449K0.29%+24713F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED2,114$449K0.04%+40013F-HR/ATimeline
Forefront Wealth Partners, LLC2,117$448K0.3%-3,07013F-HRTimeline
LaSalle St. Investment Advisors, LLC2,095$443K0.1%013F-HRTimeline
HHM Wealth Advisors, LLC2,073$438K0.06%013F-HRTimeline
Lion Street Advisors, LLC2,070$438K0.14%+8013F-HRTimeline
Claris Financial LLC1,801$436K0.29%013F-HRTimeline
PRIVATE CLIENT SERVICES, LLC2,063$436K0.22%-113F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC2,060$436K0.22%013F-HRTimelineGroup
Valeo Financial Advisors, LLC2,051$434K0.01%-8413F-HRTimeline
LJI Wealth Management, LLC2,034$430K0.09%-20013F-HRTimeline
Strengthening Families & Communities, L…1,794$429K0.26%+19013F-HRTimeline
Venture Visionary Partners LLC2,012$426K0.02%+1013F-HRTimeline
ABOUND FINANCIAL, LLC2,003$424K0.21%+43013F-HRTimeline
ORBA Wealth Advisors, L.L.C.2,000$423K0.21%013F-HRTimeline
Clark Capital Management Group, Inc.1,991$421K<0.01%+89013F-HRTimeline
VestGen Advisors, LLC1,981$419K0.02%13F-HRTimeline
Betterment LLC1,977$418K<0.01%+14113F-HRTimeline
Glen Eagle Advisors, LLC1,965$416K0.07%+17213F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC1,924$407K0.05%+21013F-HRTimelineGroup
CWS Financial Advisors, LLC1,920$406K0.13%013F-HRTimeline
Pachira Investments Inc.1,905$404K0.28%+80813F-HRTimeline
Red Door Wealth Management, LLC1,908$403K0.06%-10013F-HRTimeline
Concorde Asset Management, LLC1,907$402K0.22%-2913F-HRTimeline
Circle Wealth Management, LLC1,899$402K0.01%-1,49713F-HRTimeline
IEQ CAPITAL, LLC1,888$399K<0.01%new13F-HRTimeline
One River Asset Management, LLC1,880$393K1.45%new13F-HRTimeline
GK Wealth Management LLC1,842$390K0.49%new13F-HR/ATimeline
LANARK FINANCIAL, INC.1,840$389K0.03%+1,83913F-HRTimeline
Ranch Capital Advisors Inc.1,838$389K0.18%-12113F-HRTimeline
MJP ASSOCIATES INC /ADV1,820$385K0.07%+21013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,818$384K0.03%-8713F-HRTimeline
Wilmington Savings Fund Society, FSB1,801$381K0.01%+2613F-HRTimeline
Farther Finance Advisors, LLC1,789$380K0.01%-1,22213F-HRTimeline
FourThought Financial Partners, LLC1,787$378K0.04%013F-HRTimeline
Elm3 Financial Group, LLC1,786$378K0.33%-27813F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC1,764$373K<0.01%-8013F-HRTimelineGroup
Resurgent Financial Advisors LLC1,752$370K0.22%-7213F-HRTimeline
Canvas Wealth Advisors, LLC1,901$365K0.09%+52213F-HRTimeline
Wedmont Private Capital1,810$364K0.02%+4313F-HRTimeline
GSA CAPITAL PARTNERS LLP1,717$363K0.03%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources1,715$363K<0.01%+10013F-HRTimelineGroup
Visionary Wealth Advisors1,701$360K0.02%+1113F-HRTimeline
Polymer Capital Management (HK) LTD1,700$359K0.06%-2,10013F-HRTimeline
J HAGAN CAPITAL, INC.1,481$359K0.29%13F-HRTimeline
Tyler-Stone Wealth Management1,696$359K0.06%-90613F-HRTimeline
Clarity Capital Partners LLC1,695$358K0.14%+12413F-HRTimeline
Freedom Financial Partners LLC1,665$352K0.16%-54513F-HRTimeline
WealthCare Investment Partners, LLC1,869$351K0.15%+3813F-HRTimeline
Compound Planning, Inc.1,658$351K0.02%-6913F-HRTimeline