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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
M&T Bank Corpin group M&T Bank Corp1,601$339K<0.01%+10713F-HRTimelineGroup
Connecticut Wealth Management, LLC1,594$337K0.02%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC1,585$335K<0.01%-7913F-HR/ATimelineGroup
Nova Wealth Management, Inc.1,580$334K0.29%-7113F-HR/ATimeline
Lewis Asset Management, LLC1,578$334K0.28%+313F-HRTimeline
FORTE CAPITAL LLC /ADV1,572$332K0.04%+4813F-HRTimeline
Legacy Financial Strategies, LLC1,566$331K0.07%-1,29313F-HRTimeline
Integras Partners LLC1,565$331K0.3%-35013F-HRTimeline
Berger Financial Group, Inc1,564$331K0.02%+8313F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC1,562$330K<0.01%new13F-HRTimelineGroup
Endowment Wealth Management, Inc.1,556$329K0.21%+34413F-HRTimeline
Sandbox Financial Partners, LLC1,549$327K0.12%-20413F-HRTimeline
Accretive Wealth Partners, LLC1,507$325K0.11%new13F-HRTimeline
PKS Advisory Services, LLC1,529$324K0.09%-10613F-HRTimeline
Sheaff Brock Investment Advisors, LLC1,531$324K0.03%-5313F-HRTimeline
Summit X, LLC1,521$322K0.07%+2013F-HRTimeline
GWN SECURITIES INC.1,334$320K0.02%new13F-HRTimeline
Financial Partners Group, Inc1,507$319K0.05%-1713F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC1,505$318K0.22%+13513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,501$317K0.01%+3813F-HRTimelineGroup
Meredith Wealth Planning1,496$316K0.14%013F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A1,494$316K<0.01%+66613F-HRTimelineGroup
Montecito Bank & Trust1,485$314K0.06%-11513F-HRTimeline
UNIQUE WEALTH, LLC1,485$314K0.06%new13F-HRTimeline
Union Bancaire Privee, UBP SA1,480$314K0.01%+40013F-HRTimeline
SIGNATUREFD, LLC1,484$314K0.01%+80813F-HRTimeline
LMR Partners LLPin group LMR Partners LLP1,474$312K0.01%013F-HRTimelineGroup
KANE INVESTMENT MANAGEMENT, INC.1,472$311K0.15%-66713F-HRTimeline
Tennessee Valley Asset Management Partn…1,470$311K0.05%+40813F-HRTimeline
Park Square Financial Group, LLC1,460$309K0.25%-18513F-HRTimeline
Pine Valley Investments Ltd Liability Co1,433$303K0.02%+6513F-HRTimeline
Cooper Financial Group1,428$302K0.04%+613F-HRTimeline
Arlington Capital Management, Inc.1,424$301K0.23%-27013F-HRTimeline
Ascent Wealth Partners, LLC1,424$301K0.04%+16413F-HRTimeline
RDA Financial Network1,424$301K0.09%+33513F-HRTimeline
New Century Financial Group, LLC1,421$301K0.35%+10913F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK1,220$299K0.03%013F-HRTimeline
Detalus Advisors, LLC1,402$296K0.09%new13F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC1,400$296K0.02%-23013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,392$294K0.05%+18613F-HRTimeline
Caprock Group, LLC1,383$293K0.01%+3013F-HRTimeline
ProVise Management Group, LLC1,382$292K0.02%-15013F-HRTimeline
Alaska Permanent Fund Corp1,375$291K<0.01%013F-HRTimeline
Somerset Group LLC1,368$289K0.26%+213F-HRTimeline
Tradewinds, LLC.1,357$287K0.08%-1,01013F-HRTimeline
Chicago Partners Investment Group LLC1,298$286K0.01%new13F-HRTimeline
17 CAPITAL PARTNERS, LLC1,348$285K0.18%+2713F-HRTimeline
Trueblood Wealth Management, LLC1,342$284K0.13%013F-HRTimeline
RFG Advisory, LLC1,329$281K0.01%+6213F-HRTimeline
WESTBOURNE INVESTMENTS, INC.1,325$280K0.17%-21513F-HRTimeline
Integrity Investment Advisors, LLC1,319$279K0.25%13F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC1,312$277K0.15%new13F-HRTimeline
Fairfield Financial Advisors, LTD1,311$277K0.1%+39713F-HRTimeline
SHARPEPOINT LLC1,317$277K0.24%+5313F-HRTimeline
Curran Financial Partners, LLC1,306$276K0.07%new13F-HRTimeline
Octavia Wealth Advisors, LLC1,304$276K0.03%+4313F-HRTimeline
Birch Hill Investment Advisors LLC1,293$274K0.01%013F-HRTimeline
Brady Martz Wealth Solutions, LLC1,292$273K0.06%013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.1,285$272K<0.01%-16813F-HRTimeline
JB Capital LLC1,269$268K0.01%+6613F-HRTimeline
Winthrop Advisory Group LLC1,263$267K0.03%+6713F-HRTimeline
Alteri Wealth LLC1,257$266K0.12%-13813F-HRTimeline
Beaumont Financial Advisors, LLC1,253$265K0.02%013F-HRTimeline
HF Advisory Group, LLC1,236$261K0.11%+1913F-HRTimeline
IMG Wealth Management, Inc.1,229$260K0.23%-113F-HRTimeline
Bell Investment Advisors, Inc1,223$259K0.05%013F-HRTimeline
Summit Financial Consulting LLC1,210$256K0.24%13F-HRTimeline
Allworth Financial LP1,223$255K<0.01%-2713F-HRTimeline
CMT Capital Markets Trading GmbHin group CMT Capital Markets Trading G…1,205$255K0.11%-4,84413F-HRTimelineGroup
Leeward Financial Partners, LLC1,203$254K0.1%-13813F-HRTimeline
Vestmark Advisory Solutions, Inc.1,202$254K0.01%new13F-HRTimeline
Accurate Wealth Management, LLC1,260$254K0.05%new13F-HRTimeline
Zhang Financial LLC1,198$253K0.01%new13F-HRTimeline
BLUEFIN CAPITAL MANAGEMENT, LLC1,194$252K0.2%13F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC1,193$252K<0.01%new13F-HRTimeline
Advance Capital Management, Inc.1,186$251K0.01%013F-HRTimeline
Rollins Financial Advisors, LLC1,185$251K0.04%-3613F-HR/ATimeline
Seros Financial, LLC1,240$250K0.19%new13F-HRTimeline
LM Advisors LLC1,176$249K0.04%new13F-HRTimeline
Americana Partners, LLC1,164$246K0.01%-2513F-HRTimeline
Capital Investment Advisors, LLC1,162$246K<0.01%+413F-HRTimeline
Tempus Wealth Planning, LLC1,160$245K0.07%new13F-HRTimeline
Pallas Capital Advisors LLC1,156$244K0.01%-9413F-HRTimeline
Wealth Dimensions Group, Ltd.1,153$244K0.06%013F-HRTimeline
KFA Private Wealth Group, LLC1,149$243K0.09%new13F-HRTimeline
WESPAC Advisors, LLC1,146$242K0.2%013F-HRTimeline
EdgeRock Capital LLC1,144$242K0.17%-58913F-HRTimeline
CASCADE INVESTMENT GROUP, INC.1,142$241K0.19%-44413F-HRTimeline
Kathmere Capital Management, LLC1,132$239K0.02%-7613F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC1,132$239K0.02%013F-HRTimelineGroup
Archvest Wealth Advisors, Inc.1,129$239K0.2%new13F-HRTimeline
Alpha Cubed Investments, LLC1,125$238K0.01%new13F-HRTimeline
Welch & Forbes LLC1,118$236K<0.01%013F-HRTimeline
PALO ALTO WEALTH ADVISORS, LLC955$235K0.09%013F-HRTimeline
Optivise Advisory Services LLC1,104$233K0.13%new13F-HRTimeline
1832 Asset Management L.P.1,100$233K<0.01%013F-HRTimeline
Sequent Asset Management, LLC1,100$233K0.13%+7013F-HRTimeline
Dale Q Rice Investment Management Ltd1,090$231K0.12%new13F-HRTimeline
DUNCKER STREETT & CO INC1,081$229K0.05%013F-HRTimeline
MMA ASSET MANAGEMENT LLC1,078$228K0.1%new13F-HRTimeline
Marcum Wealth, LLC1,069$226K0.02%+18013F-HRTimeline
Valmark Advisers, Inc.1,064$225K<0.01%+313F-HRTimeline
Westshore Wealth, LLC1,060$224K0.09%013F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC1,046$221K0.12%new13F-HR/ATimeline
Ridgepath Capital Management LLC1,039$220K0.11%013F-HRTimeline
LEIGH BALDWIN & CO., LLC1,038$220K0.18%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC901$218K0.02%013F-HRTimeline
Charter Oak Capital Management, LLC1,022$216K0.02%-1813F-HRTimeline
Main Street Financial Solutions, LLC1,022$216K0.02%-36613F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC1,021$216K0.02%013F-HRTimeline
Semus Wealth Partners LLC1,017$215K0.15%-40213F-HRTimeline
Harvest Investment Services, LLC1,012$214K0.06%new13F-HRTimeline
Wealthspire Advisors, LLC1,008$213K<0.01%+1413F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC1,006$213K0.04%-11513F-HRTimeline
M3 Advisory Group, LLC1,004$212K0.17%+1813F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV1,001$212K0.02%+5813F-HRTimeline
Gruss & Co., LLC1,000$211K0.92%-1,00013F-HRTimeline
FAS Wealth Partners, Inc.1,000$211K0.02%-5013F-HRTimeline
WealthPlan Investment Management, LLC999$211K0.02%+13713F-HRTimeline
FSA Advisors, Inc.998$211K0.17%+3313F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.1,000$211K<0.01%new13F-HRTimelineGroup
Gitterman Wealth Management, LLC989$209K0.06%new13F-HRTimeline
Mission Financial Group, LLC537$206K0.19%13F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.971$205K0.01%013F-HRTimelineGroup
DIVERSIFIED TRUST CO970$205K0.01%new13F-HRTimeline
HOWE & RUSLING INC965$204K0.02%-4613F-HRTimeline
Legacy Advisory Services, LLC965$204K0.17%-6,78313F-HRTimeline
Bravias Capital Group, LLC960$203K0.16%-33013F-HRTimeline
RFG - Bristol Wealth Advisors, LLC958$203K0.07%013F-HRTimeline
MCDONALD PARTNERS LLC955$202K0.05%new13F-HRTimeline
Legacy PCG, LLC954$202K0.14%+6013F-HRTimeline
Evanson Asset Management, LLC952$201K0.01%-10013F-HRTimeline
Quartz Partners, LLC948$200K0.12%-1,08013F-HRTimeline
First Horizon Advisors, Inc.923$195K0.01%-5413F-HRTimeline
Murphy & Mullick Capital Management Corp911$193K0.19%+4013F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…838$189K0.08%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC887$188K0.04%013F-HRTimeline
Atlantic Private Wealth, LLC869$184K0.14%new13F-HRTimeline
GeoWealth Management, LLC868$184K0.01%-5613F-HRTimeline
Tidemark, LLC867$183K0.07%+12013F-HRTimeline
Abound Wealth Management814$172K0.06%013F-HRTimeline
WEBSTER BANK, N. A.792$167K0.02%+9913F-HRTimeline
Sandy Spring Bank788$167K0.01%+513F-HRTimeline
Golden State Wealth Management, LLC783$166K0.02%-35713F-HR/ATimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…775$164K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…771$163K0.06%-51,96313F-HRTimelineGroup
RICHARDS, MERRILL & PETERSON, INC.720$152K0.08%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.717$152K0.02%013F-HRTimeline
Goodman Advisory Group, LLC714$151K0.05%new13F-HR/ATimeline
ATLAS CAPITAL ADVISORS INC.700$148K0.02%+20013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA682$144K<0.01%-613F-HRTimelineGroup
Princeton Global Asset Management LLC648$137K0.03%+41313F-HRTimeline
SVB WEALTH LLC624$132K0.01%new13F-HRTimeline
Register Financial Advisors LLC580$123K0.06%013F-HRTimeline
Icon Wealth Advisors, LLC563$119K0.01%+13513F-HRTimeline
Pacific Center for Financial Services561$119K0.03%013F-HRTimeline
Costello Asset Management, INC554$117K0.05%new13F-HRTimeline
Washington Trust Advisors, Inc.540$114K0.01%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC537$114K<0.01%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC531$112K0.05%-1013F-HRTimeline
HM PAYSON & CO520$110K<0.01%013F-HRTimeline
CNB Bank516$109K0.06%-20913F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…500$106K<0.01%-2,06313F-HRTimelineGroup
Comprehensive Financial Planning, Inc./…500$106K0.1%013F-HRTimeline
Marathon Trading Investment Management …in group Marathon Trading Investment M…491$104K0.06%+21713F-HRTimelineGroup
Lowe Wealth Advisors, LLC471$99.6K0.04%-1,47813F-HRTimeline
Provenance Wealth Advisors, LLC450$95.2K0.01%013F-HRTimeline
Global Trust Asset Management, LLC440$93K0.06%-1,49013F-HRTimeline
OAKWORTH CAPITAL, INC.434$91.8K0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.412$87.1K<0.01%+14813F-HRTimelineGroup
Pandora Wealth, Inc.400$84.6K0.06%13F-HRTimeline
North Star Investment Management Corp.399$84.3K0.01%+26313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…371$78.5K<0.01%-13813F-HRTimelineGroup
AMERIFLEX GROUP, INC.368$77.8K0.03%-613F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC355$75.1K<0.01%new13F-HRTimeline
Garde Capital, Inc.352$74.4K<0.01%-11213F-HRTimeline
MONTAG A & ASSOCIATES INC350$74K<0.01%013F-HRTimeline
GAMMA Investing LLC348$73.6K0.01%-213F-HR/ATimeline
TD PRIVATE CLIENT WEALTH LLC338$71.5K<0.01%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\330$69.8K<0.01%013F-HRTimelineGroup
AllSquare Wealth Management LLC329$69.6K0.04%013F-HRTimeline
Cape Investment Advisory, Inc.322$68.2K0.03%-30013F-HRTimeline
Activest Wealth Management318$67.2K0.02%-22413F-HRTimeline
Capital Investment Advisory Services, L…317$67K0.01%+10013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC315$66.6K<0.01%013F-HRTimeline
Robinswood Financial LLC309$65.4K0.02%-12913F-HRTimeline
Salomon & Ludwin, LLC300$63.4K0.01%new13F-HRTimeline
LRI Investments, LLC300$63.4K0.01%013F-HRTimeline
Fairscale Capital, LLC297$62.8K0.06%+2013F-HRTimeline
BOKF, NAin group BOKF, NA288$60.9K<0.01%013F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT280$59.2K<0.01%-2713F-HRTimeline
Blue Trust, Inc.275$58.2K<0.01%+14013F-HRTimeline
Front Row Advisors LLC273$57.7K0.02%013F-HRTimeline
Kiker Wealth Management, LLC270$57.1K0.04%013F-HRTimeline
Greykasell Wealth Strategies, Inc.268$56.7K0.03%new13F-HRTimeline
Joseph Group Capital Management260$55K0.02%013F-HRTimeline
Cypress Capital Management LLC (WY)250$52.9K0.06%-713F-HRTimeline
Archer Investment Corp239$50.5K0.01%+213F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…237$50.1K<0.01%-2113F-HRTimelineGroup
EPG Wealth Management LLC232$49.1K0.01%-413F-HRTimeline