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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
SILVER OAK SECURITIES, INCORPORATED1,714$419K0.04%+25713F-HRTimeline
Compound Planning, Inc.1,727$418K0.02%+22913F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC1,714$415K0.05%+13513F-HRTimelineGroup
TRANSCEND CAPITAL ADVISORS, LLC1,714$415K0.03%-1,43913F-HRTimeline
Arlington Capital Management, Inc.1,694$410K0.28%-19,70713F-HRTimeline
Visionary Wealth Advisors1,690$409K0.02%-2,53413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC1,664$403K<0.01%new13F-HRTimelineGroup
L & S Advisors Inc1,664$403K0.04%-98013F-HRTimeline
Argyle Capital Partners, LLC1,658$402K0.34%13F-HRTimeline
Nova Wealth Management, Inc.1,651$400K0.35%13F-HRTimeline
Elevate Capital Advisors, LLC1,648$399K0.35%13F-HRTimeline
Park Square Financial Group, LLC1,645$398K0.28%13F-HRTimeline
PKS Advisory Services, LLC1,635$396K0.1%13F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC1,630$395K0.02%+10013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources1,615$391K<0.01%+7613F-HRTimelineGroup
MJP ASSOCIATES INC /ADV1,610$390K0.07%+5413F-HRTimeline
Strengthening Families & Communities, L…1,604$389K0.22%+1813F-HRTimeline
Montecito Bank & Trust1,600$387K0.07%-33513F-HRTimeline
Evercore Wealth Management, LLC1,600$387K0.01%013F-HRTimeline
Connecticut Wealth Management, LLC1,594$386K0.02%+1813F-HRTimeline
CASCADE INVESTMENT GROUP, INC.1,586$384K0.27%+10413F-HRTimeline
Sheaff Brock Investment Advisors, LLC1,584$384K0.03%-5913F-HRTimeline
Lewis Asset Management, LLC1,575$381K0.29%-5513F-HRTimeline
ABOUND FINANCIAL, LLC1,573$381K0.19%13F-HRTimeline
Clarity Capital Partners LLC1,571$380K0.2%-1913F-HRTimeline
O'ROURKE & COMPANY, Inc1,546$374K0.18%+51013F-HRTimeline
Turning Point Benefit Group, Inc.1,527$374K0.36%13F-HRTimeline
WESTBOURNE INVESTMENTS, INC.1,540$373K0.22%13F-HRTimeline
Cooper Capital Advisors LLC1,536$372K0.39%13F-HRTimeline
ProVise Management Group, LLC1,532$371K0.03%-4,56313F-HRTimeline
Advyzon Investment Management, LLC1,527$370K0.14%13F-HRTimeline
FORTE CAPITAL LLC /ADV1,524$369K0.04%-39313F-HRTimeline
Financial Partners Group, Inc1,524$369K0.05%new13F-HRTimeline
Summit X, LLC1,501$364K0.08%+24913F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG1,500$363K0.01%new13F-HRTimelineGroup
Meredith Wealth Planning1,496$362K0.16%new13F-HRTimeline
M&T Bank Corpin group M&T Bank Corp1,494$362K<0.01%+15013F-HRTimelineGroup
Berger Financial Group, Inc1,481$359K0.02%+14113F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…1,338$357K0.02%-13613F-HRTimeline
LMR Partners LLPin group LMR Partners LLP1,474$357K0.01%-73,03113F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC1,463$354K0.01%-513F-HRTimelineGroup
QRG CAPITAL MANAGEMENT, INC.1,453$352K<0.01%+7513F-HRTimeline
CALTON & ASSOCIATES, INC.1,439$349K0.15%-1,93313F-HRTimeline
Cooper Financial Group1,422$344K0.04%+38113F-HRTimeline
Semus Wealth Partners LLC1,419$344K0.23%-3413F-HRTimeline
TAP Consulting, LLC1,413$342K0.07%+2513F-HRTimeline
Alteri Wealth LLC1,395$338K0.09%13F-HRTimeline
Stelac Advisory Services LLC1,390$337K0.13%+39013F-HRTimeline
Main Street Financial Solutions, LLC1,388$336K0.03%+17513F-HRTimeline
Canvas Wealth Advisors, LLC1,379$334K0.08%+26613F-HRTimeline
Allworth Financial LP1,250$334K<0.01%+35813F-HRTimeline
Alaska Permanent Fund Corp1,375$333K<0.01%013F-HRTimeline
Chicago Capital, LLC1,373$332K0.01%new13F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC1,370$332K0.23%-10413F-HRTimeline
Pine Valley Investments Ltd Liability Co1,368$331K0.02%-44413F-HRTimeline
Somerset Group LLC1,366$331K0.3%-713F-HRTimeline
New Century Financial Group, LLC1,312$331K0.14%013F-HRTimeline
Scientech Research LLC1,359$329K0.09%new13F-HRTimeline
Caprock Group, LLC1,353$328K0.01%013F-HRTimeline
Trueblood Wealth Management, LLC1,342$325K0.16%-3413F-HRTimeline
Leeward Financial Partners, LLC1,341$325K0.12%013F-HRTimeline
Secure Asset Management, LLC1,339$324K0.05%-2113F-HRTimeline
17 CAPITAL PARTNERS, LLC1,321$320K0.2%+19313F-HRTimeline
Brady Martz Wealth Solutions, LLC1,292$317K0.08%13F-HRTimeline
Bravias Capital Group, LLC1,290$314K0.26%13F-HRTimeline
Birch Hill Investment Advisors LLC1,293$313K0.01%013F-HRTimeline
RFG Advisory, LLC1,267$307K0.01%new13F-HRTimeline
SHARPEPOINT LLC1,264$306K0.28%13F-HRTimeline
Octavia Wealth Advisors, LLC1,261$305K0.04%-52913F-HRTimeline
Ascent Wealth Partners, LLC1,260$305K0.04%-913F-HRTimeline
Tranquilli Financial Advisor LLC1,254$304K0.19%+38613F-HRTimeline
Beaumont Financial Advisors, LLC1,253$303K0.02%new13F-HRTimeline
Pallas Capital Advisors LLC1,250$303K0.01%+7913F-HRTimeline
Next Capital Management LLC1,238$300K0.12%013F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK1,220$299K0.03%013F-HRTimeline
IMG Wealth Management, Inc.1,230$298K0.28%13F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.1,224$297K0.04%new13F-HRTimeline
Bell Investment Advisors, Inc1,223$296K0.06%+113F-HRTimeline
Rollins Financial Advisors, LLC1,221$296K0.05%-9813F-HRTimeline
HF Advisory Group, LLC1,217$295K0.14%+3213F-HRTimeline
Endowment Wealth Management, Inc.1,212$294K0.2%+32213F-HRTimeline
Kathmere Capital Management, LLC1,208$293K0.03%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,206$292K0.06%+11513F-HRTimeline
JB Capital LLC1,203$291K0.02%+613F-HRTimeline
Winthrop Advisory Group LLC1,196$290K0.03%+8913F-HRTimeline
Americana Partners, LLC1,189$288K0.01%+4913F-HRTimeline
Advance Capital Management, Inc.1,186$287K0.01%+28513F-HRTimeline
Financial Engines Advisors L.L.C.1,183$286K<0.01%+36613F-HRTimeline
Brand Asset Management Group, Inc.1,161$281K0.11%+3213F-HRTimeline
Towneley Capital Management, Inc / DE1,160$281K0.07%new13F-HRTimeline
Capital Investment Advisors, LLC1,158$280K0.01%+6013F-HRTimeline
Wealth Dimensions Group, Ltd.1,153$279K0.07%013F-HRTimeline
WESPAC Advisors, LLC1,146$278K0.2%+16313F-HRTimeline
Golden State Wealth Management, LLC1,140$276K0.04%13F-HRTimeline
Fortis Group Advisors, LLC1,132$274K0.05%new13F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC1,132$274K0.02%new13F-HRTimelineGroup
SCHMIDT P J INVESTMENT MANAGEMENT INC1,121$271K0.05%+8513F-HRTimeline
Welch & Forbes LLC1,118$271K<0.01%013F-HRTimeline
Pachira Investments Inc.1,097$268K0.16%+17213F-HRTimeline
Clark Capital Management Group, Inc.1,101$267K<0.01%+4813F-HRTimeline
1832 Asset Management L.P.1,100$266K<0.01%013F-HRTimeline
Strait & Sound Wealth Management LLC1,100$266K0.12%013F-HRTimeline
Union Bancaire Privee, UBP SA1,080$264K<0.01%13F-HR/ATimeline
RDA Financial Network1,089$264K0.08%-20813F-HRTimeline
DUNCKER STREETT & CO INC1,081$262K0.05%+4113F-HRTimeline
Tennessee Valley Asset Management Partn…1,062$257K0.04%new13F-HRTimeline
Valmark Advisers, Inc.1,061$257K<0.01%+4013F-HRTimeline
Lantern Wealth Advisors, LLC1,060$257K0.17%+413F-HRTimeline
Westshore Wealth, LLC1,060$257K0.1%013F-HRTimeline
Bayesian Capital Management, LP1,059$256K0.03%new13F-HRTimeline
Owen LaRue, LLC1,056$256K0.13%-10013F-HRTimeline
Evanson Asset Management, LLC1,052$255K0.02%013F-HRTimeline
FAS Wealth Partners, Inc.1,050$254K0.02%-3013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC1,050$254K0.01%new13F-HRTimeline
Charter Oak Capital Management, LLC1,040$252K0.02%-1513F-HRTimeline
Ridgepath Capital Management LLC1,039$252K0.12%013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP1,038$251K<0.01%new13F-HRTimelineGroup
Sequent Asset Management, LLC1,030$249K0.12%013F-HRTimeline
WORLD EQUITY GROUP, INC.1,022$248K0.05%new13F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC1,021$247K0.02%013F-HRTimeline
United Asset Strategies, Inc.1,021$247K0.02%+4613F-HRTimeline
Prime Capital Investment Advisors, LLC1,017$246K<0.01%+613F-HRTimeline
HOWE & RUSLING INC1,011$245K0.02%+15113F-HRTimeline
MOLLER WEALTH PARTNERS1,000$242K0.06%-47513F-HRTimeline
Point72 Hong Kong Ltd1,000$242K0.02%new13F-HRTimeline
Wealthspire Advisors, LLC994$241K<0.01%new13F-HRTimeline
M3 Advisory Group, LLC986$239K0.17%+4713F-HRTimeline
FSA Advisors, Inc.965$237K0.29%013F-HRTimeline
First Horizon Advisors, Inc.977$237K0.01%+3713F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.971$235K0.01%-14313F-HRTimelineGroup
BRIGHTON JONES LLC971$235K0.01%-5613F-HR/ATimeline
Jaffetilchin Investment Partners, LLC970$235K0.02%-17213F-HRTimeline
HUB Investment Partners, LLC967$234K0.01%+10013F-HRTimeline
RFG - Bristol Wealth Advisors, LLC958$232K0.08%13F-HRTimeline
PALO ALTO WEALTH ADVISORS, LLC955$231K0.08%013F-HRTimeline
Good Life Advisors, LLC955$231K0.02%-16,80013F-HRTimeline
Trademark Financial Management, LLC947$229K0.18%-1,44313F-HRTimeline
Measured Wealth Private Client Group, L…945$229K0.07%-14213F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC943$228K0.02%+2013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV943$228K0.02%+1313F-HRTimeline
Bryn Mawr Trust Advisors, LLC936$227K0.01%013F-HR/ATimeline
Insight Wealth Strategies, LLC932$226K0.03%+413F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC931$225K0.02%new13F-HR/ATimeline
GeoWealth Management, LLC924$224K0.01%-7113F-HRTimeline
BURNEY CO/920$223K0.01%013F-HRTimeline
Fairfield Financial Advisors, LTD914$221K0.08%+68213F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC901$218K0.02%+26113F-HRTimeline
Heritage Wealth Management, Inc.900$218K0.07%013F-HRTimeline
Key Client Fiduciary Advisors, LLC898$217K0.1%013F-HRTimeline
Legacy PCG, LLC894$216K0.15%new13F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC891$216K<0.01%-5213F-HRTimeline
Marcum Wealth, LLC889$215K0.02%-713F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC887$215K0.04%013F-HRTimeline
Roehl & Yi Investment Advisors, LLC879$213K0.12%13F-HRTimeline
Benchmark Financial Wealth Advisors, LLC875$212K0.07%+1513F-HRTimeline
Northstar Group, Inc.873$211K0.04%new13F-HRTimeline
Murphy & Mullick Capital Management Corp871$211K0.19%13F-HRTimeline
Astoria Portfolio Advisors LLC.852$209K0.07%-4213F-HRTimeline
WealthPlan Investment Management, LLC862$209K0.02%-15013F-HRTimeline
J. L. Bainbridge & Co., Inc.857$208K0.02%013F-HRTimeline
BLACK POINT WEALTH MANAGEMENT850$206K0.24%013F-HRTimeline
Empower Advisory Group, LLC842$204K<0.01%-713F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…838$203K0.08%013F-HRTimeline
Blue Fin Capital, Inc.831$201K0.04%new13F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A828$201K<0.01%-10513F-HRTimelineGroup
Strategic Financial Concepts, LLC827$200K0.04%new13F-HR/ATimeline
Wellington Wealth Strategies, LLC.795$200K0.18%-1,45113F-HRTimeline
Abound Wealth Management814$197K0.06%013F-HRTimeline
Sandy Spring Bank783$190K0.01%+7813F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…775$188K<0.01%+113F-HR/ATimeline
Tidemark, LLC747$181K0.07%-113F-HRTimeline
CNB Bank725$176K0.08%-32313F-HRTimeline
DiNuzzo Private Wealth, Inc.717$174K0.02%013F-HRTimeline
WEBSTER BANK, N. A.693$168K0.02%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA688$167K<0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC676$164K<0.01%-1913F-HRTimeline
Modus Advisors, LLC660$160K0.05%new13F-HRTimeline
Cape Investment Advisory, Inc.622$151K0.06%+45813F-HRTimeline
Ramirez Asset Management, Inc.600$145K0.03%013F-HRTimeline
Register Financial Advisors LLC580$140K0.07%-5013F-HRTimeline
Van Hulzen Asset Management, LLC569$138K0.01%new13F-HRTimeline
Pacific Center for Financial Services561$136K0.03%013F-HRTimeline
Activest Wealth Management542$131K0.04%-2,04313F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC541$131K0.06%-9813F-HRTimeline
Washington Trust Advisors, Inc.540$131K0.01%new13F-HRTimeline
HM PAYSON & CO520$126K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…509$123K0.01%+1313F-HRTimelineGroup
ATLAS CAPITAL ADVISORS INC.500$121K0.02%-20013F-HRTimeline
Comprehensive Financial Planning, Inc./…500$121K0.1%13F-HRTimeline
Garde Capital, Inc.464$112K0.01%new13F-HRTimeline
Avestar Capital, LLC460$111K0.01%+11013F-HRTimeline
Provenance Wealth Advisors, LLC450$109K0.01%013F-HRTimeline
Robinswood Financial LLC438$106K0.04%013F-HRTimeline
OAKWORTH CAPITAL, INC.434$105K0.01%013F-HRTimeline
Icon Wealth Advisors, LLC428$104K0.01%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC400$96.9K0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.374$91.1K0.04%13F-HRTimeline
MONTAG A & ASSOCIATES INC350$84.8K<0.01%013F-HRTimeline
GAMMA Investing LLC350$84.8K0.01%+22513F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC338$81.9K<0.01%013F-HRTimeline