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Disclosery

SMH VANECK ETF TRUST

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COM (fund)

1,008 managers (1,019 13F filers) reported a position in SMH shares at 2025-06-30, 49,350,110 shares in all. 181 filers opened a position and 87 filers sold out during the quarter.

Managers
1,008
13F filers
1,019
New
181
Added
354
Reduced
309
Sold out
87
Shares held by filers
49,350,110

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Betterment LLC1,853$517K<0.01%-12413F-HRTimeline
Resurgent Financial Advisors LLC1,851$516K0.28%+9913F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC1,851$516K<0.01%+28913F-HRTimelineGroup
FourThought Financial Partners, LLC1,811$505K0.05%+2413F-HRTimeline
Endowment Wealth Management, Inc.1,806$504K0.26%+25013F-HRTimeline
Clarity Capital Partners LLC1,806$504K0.18%+11113F-HRTimeline
Chicago Partners Investment Group LLC1,751$502K0.01%+45313F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC1,773$494K<0.01%+913F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC1,764$492K<0.01%+17913F-HR/ATimelineGroup
Financial Partners Group, Inc1,755$489K0.07%+24813F-HRTimeline
Strategies Wealth Advisors, LLC1,732$483K0.05%new13F-HRTimeline
AlphaCore Capital LLC1,725$481K0.02%-65513F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources1,715$478K<0.01%013F-HRTimelineGroup
Elm3 Financial Group, LLC1,702$475K0.39%-8413F-HRTimeline
Polymer Capital Management (HK) LTD1,700$474K0.07%013F-HRTimeline
IEQ CAPITAL, LLC1,698$473K<0.01%-19013F-HRTimeline
Curran Financial Partners, LLC1,691$472K0.1%+38513F-HRTimeline
Wilmington Savings Fund Society, FSB1,683$469K0.01%-11813F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC1,682$469K0.04%-80013F-HRTimelineGroup
Visionary Wealth Advisors1,679$468K0.02%-2213F-HRTimeline
AdvisorNet Financial, Inc1,670$466K0.03%-2,47713F-HRTimeline
Soltis Investment Advisors LLC1,658$462K0.04%new13F-HRTimeline
Lewis Asset Management, LLC1,642$458K0.22%+6413F-HRTimeline
17 CAPITAL PARTNERS, LLC1,606$448K0.26%+25813F-HRTimeline
M&T Bank Corpin group M&T Bank Corp1,601$446K<0.01%013F-HRTimelineGroup
Northstar Advisory Group, LLC1,598$446K0.22%new13F-HRTimeline
Tyler-Stone Wealth Management1,596$445K0.07%-10013F-HRTimeline
Ellis Investment Partners, LLC1,579$440K0.09%new13F-HRTimeline
Connecticut Wealth Management, LLC1,577$440K0.02%-1713F-HRTimeline
DAVENPORT & Co LLC1,576$440K<0.01%-3,33713F-HRTimeline
FORTE CAPITAL LLC /ADV1,572$438K0.05%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC1,571$438K0.01%+1,23313F-HRTimeline
Moran Wealth Management, LLC1,571$438K0.01%new13F-HRTimeline
FineMark National Bank & Trust1,562$436K0.01%new13F-HRTimeline
Strengthening Families & Communities, L…1,798$433K0.24%+413F-HRTimeline
Savvy Advisors, Inc.1,549$432K0.03%new13F-HRTimeline
Berger Financial Group, Inc1,537$429K0.03%-2713F-HRTimeline
CHILTON INVESTMENT CO INC.1,528$426K0.01%new13F-HRTimeline
RDA Financial Network1,524$425K0.11%+10013F-HRTimeline
RFG Advisory, LLC1,509$421K0.01%+18013F-HRTimeline
Maridea Wealth Management LLC1,508$421K0.11%-1,27813F-HRTimeline
Accretive Wealth Partners, LLC1,507$420K0.14%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,507$420K0.03%+60613F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC1,505$420K0.22%013F-HRTimeline
Meredith Wealth Planning1,505$420K0.15%+913F-HRTimeline
Trueblood Wealth Management, LLC1,491$416K0.17%+14913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,486$414K0.01%-1513F-HRTimelineGroup
SIGNATUREFD, LLC1,484$414K0.01%013F-HRTimeline
BRIGHTON JONES LLC1,483$413K0.01%new13F-HRTimeline
Union Bancaire Privee, UBP SA1,480$412K0.01%013F-HRTimeline
May Hill Capital, LLC1,466$409K0.13%new13F-HRTimeline
Winthrop Advisory Group LLC1,457$406K0.04%+19413F-HRTimeline
Seros Financial, LLC1,451$405K0.26%+21113F-HRTimeline
Alteri Wealth LLC1,450$404K0.16%+19313F-HRTimeline
Capital Investment Advisors, LLC1,442$402K0.01%+28013F-HR/ATimeline
GRIMES & Co WEALTH MANAGEMENT, LLC1,436$401K0.01%new13F-HRTimeline
Zhang Financial LLC1,431$399K0.02%+23313F-HRTimeline
GTS SECURITIES LLC1,431$399K0.02%new13F-HRTimeline
Park Square Financial Group, LLC1,423$397K0.29%-3713F-HRTimeline
Arlington Capital Management, Inc.1,421$396K0.34%-313F-HRTimeline
LEIGH BALDWIN & CO., LLC1,413$394K0.26%+37513F-HRTimeline
Red Door Wealth Management, LLC1,403$391K0.05%-50513F-HRTimeline
Detalus Advisors, LLC1,402$391K0.11%013F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC1,400$390K0.02%013F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC1,394$389K0.03%new13F-HRTimeline
Wealth Advisory Team LLC1,391$388K0.36%13F-HRTimeline
ProVise Management Group, LLC1,386$387K0.03%+413F-HRTimeline
HF Advisory Group, LLC1,382$385K0.15%+14613F-HRTimeline
1832 Asset Management L.P.1,360$379K<0.01%+26013F-HRTimeline
GC Wealth Management RIA, LLC1,345$375K0.03%new13F-HRTimeline
Thrive Capital Management, LLC1,343$375K0.12%new13F-HRTimeline
Pine Valley Investments Ltd Liability Co1,343$374K0.02%-9013F-HRTimeline
WESPAC Advisors, LLC1,341$374K0.26%+19513F-HRTimeline
Somerset Group LLC1,340$374K0.32%-2813F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP1,327$370K<0.01%new13F-HRTimelineGroup
Octavia Wealth Advisors, LLC1,322$369K0.04%+1813F-HRTimeline
MRA Advisory Group1,320$368K0.17%-13,28213F-HRTimeline
Fairfield Financial Advisors, LTD1,311$366K0.13%013F-HRTimeline
Lantern Wealth Advisors, LLC1,296$361K0.22%13F-HRTimeline
Birch Hill Investment Advisors LLC1,293$361K0.02%013F-HRTimeline
Brady Martz Wealth Solutions, LLC1,292$360K0.07%013F-HRTimeline
Bosman Wealth Management, LLC1,290$360K0.32%-13,79613F-HRTimeline
Integrity Investment Advisors, LLC1,274$355K0.27%-4513F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.1,272$355K0.19%-20013F-HRTimeline
JB Capital LLC1,269$354K0.02%013F-HRTimeline
LM Advisors LLC1,233$344K0.04%+5713F-HRTimeline
Nova Wealth Management, Inc.1,233$344K0.25%-34713F-HRTimeline
Vestmark Advisory Solutions, Inc.1,232$344K<0.01%+3013F-HRTimeline
IMG Wealth Management, Inc.1,229$343K0.27%013F-HRTimeline
Bell Investment Advisors, Inc1,223$341K0.06%013F-HRTimeline
Archvest Wealth Advisors, Inc.1,204$336K0.29%+7513F-HRTimeline
Clark Capital Management Group, Inc.1,200$335K<0.01%-79113F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC1,193$333K<0.01%013F-HRTimeline
Advance Capital Management, Inc.1,186$331K0.01%013F-HRTimeline
Meriwether Wealth & Planning, LLC1,186$331K0.21%new13F-HRTimeline
Leeward Financial Partners, LLC1,174$327K0.1%-2913F-HRTimeline
Bryn Mawr Trust Advisors, LLC1,173$327K0.02%new13F-HRTimeline
Brand Asset Management Group, Inc.1,171$327K0.12%new13F-HRTimeline
Americana Partners, LLC1,164$325K0.01%013F-HRTimeline
Tempus Wealth Planning, LLC1,160$324K0.08%013F-HRTimeline
CW Advisors, LLC1,159$323K<0.01%new13F-HRTimeline
Wealth Dimensions Group, Ltd.1,153$322K0.07%013F-HRTimeline
Sequent Asset Management, LLC1,150$321K0.26%+5013F-HRTimeline
First Horizon Advisors, Inc.1,149$321K0.01%+22613F-HRTimeline
Harvest Investment Services, LLC1,147$320K0.07%+13513F-HRTimeline
Greenline Partners, LLC1,147$320K0.04%new13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,146$320K<0.01%-18,56813F-HRTimelineGroup
Alpha Cubed Investments, LLC1,142$318K0.01%+1713F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC1,142$318K0.14%-17013F-HRTimeline
Ascent Wealth Partners, LLC1,139$318K0.04%-28513F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC1,132$316K0.02%013F-HRTimelineGroup
CASCADE INVESTMENT GROUP, INC.1,126$314K0.22%-1613F-HRTimeline
Welch & Forbes LLC1,118$312K<0.01%013F-HRTimeline
KFA Private Wealth Group, LLC1,111$310K0.1%-3813F-HRTimeline
Facet Wealth, Inc.1,069$309K0.01%new13F-HRTimeline
Sandbox Financial Partners, LLC1,099$306K0.1%-45013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC1,093$305K0.03%new13F-HR/ATimeline
DUNCKER STREETT & CO INC1,081$301K0.06%013F-HRTimeline
Main Street Financial Solutions, LLC1,080$301K0.02%+5813F-HRTimeline
Evanson Asset Management, LLC1,080$301K0.02%+12813F-HRTimeline
MMA ASSET MANAGEMENT LLC1,078$301K0.12%013F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC1,074$300K0.13%+2813F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK1,220$299K0.03%013F-HRTimeline
Klingman & Associates, LLC1,071$299K0.02%new13F-HRTimeline
Gitterman Wealth Management, LLC1,068$298K0.07%+7913F-HRTimeline
Westshore Wealth, LLC1,060$296K0.11%013F-HRTimeline
HUB Investment Partners, LLC1,056$295K0.01%new13F-HRTimeline
WESTBOURNE INVESTMENTS, INC.1,055$294K0.16%-27013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.1,047$292K<0.01%-23813F-HRTimeline
Ridgepath Capital Management LLC1,039$290K0.13%013F-HRTimeline
FSA Advisors, Inc.1,037$289K0.24%+3913F-HRTimeline
Valmark Advisers, Inc.1,023$285K<0.01%-4113F-HRTimeline
GeoWealth Management, LLC1,021$285K0.01%+15313F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC1,021$285K0.02%013F-HRTimeline
Kathmere Capital Management, LLC1,018$284K0.02%-11413F-HRTimeline
Semus Wealth Partners LLC1,017$284K0.18%013F-HRTimeline
SAGE FINANCIAL GROUP INC1,000$279K0.02%new13F-HRTimeline
Gruss & Co., LLC1,000$279K1.3%013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.991$276K0.01%+2013F-HRTimelineGroup
Charter Oak Capital Management, LLC990$276K0.02%-3213F-HRTimeline
M3 Advisory Group, LLC989$276K0.19%-1513F-HRTimeline
HOWE & RUSLING INC987$275K0.02%+2213F-HRTimeline
Quantum Private Wealth, LLC984$274K0.09%new13F-HRTimeline
Sargent Investment Group, LLC945$271K0.04%new13F-HRTimeline
Freedom Financial Partners LLC971$271K0.11%-69413F-HRTimeline
RFG - Bristol Wealth Advisors, LLC962$268K0.08%+413F-HRTimeline
Legacy PCG, LLC958$267K0.17%+413F-HRTimeline
PALO ALTO WEALTH ADVISORS, LLC955$266K0.1%013F-HRTimeline
MCDONALD PARTNERS LLC951$266K0.06%-413F-HRTimeline
Financial Engines Advisors L.L.C.948$264K<0.01%new13F-HRTimeline
Pacific Sun Financial Corp943$263K0.14%new13F-HRTimeline
Zullo Investment Group, Inc.941$263K0.11%new13F-HRTimeline
Bravias Capital Group, LLC937$261K0.19%-2313F-HRTimeline
BURNEY CO/932$260K0.01%new13F-HRTimeline
Aurora Private Wealth, Inc.924$258K0.19%new13F-HRTimeline
Insight Wealth Strategies, LLC932$257K0.03%new13F-HRTimeline
Global Wealth Management Investment Adv…920$257K0.05%new13F-HRTimeline
Secure Asset Management, LLC919$256K0.05%new13F-HRTimeline
Outlook Wealth Advisors, LLC909$253K0.07%new13F-HRTimeline
BXM Wealth LLC908$253K0.3%new13F-HRTimeline
Redhawk Wealth Advisors, Inc.906$253K0.03%new13F-HRTimeline
Motley Fool Wealth Management, LLCin group Motley Fool Asset Management …900$251K0.02%new13F-HRTimelineGroup
Heritage Wealth Management, Inc.900$251K0.08%new13F-HRTimeline
Key Client Fiduciary Advisors, LLC898$250K0.1%new13F-HRTimeline
EdgeRock Capital LLC896$250K0.08%-24813F-HRTimeline
Carr Financial Group Corp893$249K0.07%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC887$247K0.04%013F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.885$247K0.03%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp881$246K0.01%new13F-HRTimelineGroup
EVOKE WEALTH, LLC880$245K0.01%new13F-HRTimeline
J. L. Bainbridge & Co., Inc.878$245K0.02%new13F-HRTimeline
Murphy & Mullick Capital Management Corp916$245K0.2%+513F-HRTimeline
Northstar Group, Inc.873$243K0.04%new13F-HRTimeline
OBSIDIAN CIO, LLC871$243K0.04%new13F-HRTimeline
JSF Financial, LLC869$242K0.06%new13F-HRTimeline
Atlantic Private Wealth, LLC869$242K0.16%013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC864$241K0.02%new13F-HR/ATimeline
Benchmark Financial Wealth Advisors, LLC856$239K0.08%new13F-HRTimeline
Trek Financial, LLC855$238K0.02%new13F-HRTimeline
Princeton Global Asset Management LLC852$238K0.04%+20413F-HRTimeline
LRI Investments, LLC846$236K0.02%+54613F-HRTimeline
Weaver Consulting Group845$236K0.07%new13F-HRTimeline
Clare Market Investments LLC844$235K0.05%new13F-HRTimeline
United Asset Strategies, Inc.843$235K0.02%new13F-HRTimeline
CORNERSTONE ENTERPRISES, LLC840$234K0.13%-19,81313F-HRTimeline
Total Wealth Planning & Management, Inc.835$233K0.2%new13F-HRTimeline
Retirement Planning Co of New England, …829$231K0.1%new13F-HRTimeline
GWN SECURITIES INC.826$231K0.04%-50813F-HRTimeline
SWEENEY & MICHEL, LLC800$230K0.08%new13F-HRTimeline
Oakwell Private Wealth Management, LLC818$228K0.05%new13F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC815$227K<0.01%new13F-HRTimeline
Abound Wealth Management814$227K0.06%013F-HRTimeline
INSTRUMENTAL WEALTH, LLC778$226K0.18%new13F-HRTimeline
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.in group DYMON ASIA CAPITAL (SINGAPORE…811$226K0.16%-2,68913F-HRTimelineGroup
Encompass More Asset Management809$226K0.05%new13F-HRTimeline
Clark Asset Management, LLC809$226K0.03%new13F-HRTimeline
Kingsman Wealth Management, Inc.808$225K0.14%new13F-HRTimeline
Optivise Advisory Services LLC805$224K0.11%-29913F-HRTimeline
Tidemark, LLC804$224K0.07%-6313F-HRTimeline
MISSION WEALTH MANAGEMENT, LP803$224K<0.01%new13F-HRTimeline