Skip to content
Disclosery

SMH VANECK ETF TRUST

Follow

COM (fund)

1,202 managers (1,214 13F filers) reported a position in SMH shares at 2025-12-31, 49,092,680 shares in all. 152 filers opened a position and 71 filers sold out during the quarter.

Managers
1,202
13F filers
1,214
New
152
Added
465
Reduced
332
Sold out
71
Shares held by filers
49,092,680

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Cyndeo Wealth Partners, LLC2,341$843K0.05%013F-HRTimeline
17 CAPITAL PARTNERS, LLC2,324$837K0.44%+56313F-HRTimeline
Madden Advisory Services, Inc.2,298$828K0.33%-6813F-HRTimeline
LANARK FINANCIAL, INC.2,296$827K0.06%+26413F-HRTimeline
Clarity Financial LLC2,281$821K0.08%-1713F-HRTimeline
Fortis Capital Management LLC2,273$819K0.11%new13F-HRTimeline
Value Investment Professionals, LLC2,255$812K0.85%13F-HRTimeline
DAVENPORT & Co LLC2,253$811K<0.01%+58513F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC2,090$810K0.02%+1,66413F-HRTimeline
VICTORY FINANCIAL GROUP, LLC2,247$809K0.1%+72013F-HRTimeline
Endowment Wealth Management, Inc.2,224$801K0.37%+14913F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED2,201$800K0.05%-813F-HRTimeline
Ellevest, Inc.2,220$799K0.11%013F-HRTimeline
SeaBridge Investment Advisors LLC2,218$799K0.13%-1313F-HRTimeline
Compound Planning, Inc.2,214$797K0.02%-9913F-HRTimeline
MJP ASSOCIATES INC /ADV2,210$796K0.1%+5013F-HRTimeline
ABOUND FINANCIAL, LLC2,200$792K0.31%013F-HR/ATimeline
Black Diamond Financial, LLC2,200$792K0.08%new13F-HRTimeline
Element Wealth, LLC2,184$787K0.33%+60513F-HRTimeline
Arax Advisory Partners2,173$782K0.02%new13F-HRTimeline
CenterStar Asset Management, LLC2,166$780K1.23%new13F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.2,167$780K0.02%+47913F-HRTimelineGroup
Glen Eagle Advisors, LLC2,147$773K0.11%+4713F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC2,134$768K0.08%-4813F-HRTimeline
NVWM, LLC2,132$768K0.17%+2013F-HRTimeline
COFG Advisors, LLC2,129$767K0.19%13F-HRTimeline
TWO SIGMA SECURITIES, LLC2,129$767K0.11%-3,16413F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC2,115$762K0.3%+513F-HRTimelineGroup
Soltis Investment Advisors LLC2,111$760K0.05%+2213F-HR/ATimeline
Sankala Group LLC1,861$756K0.6%13F-HRTimeline
Chicago Partners Investment Group LLC1,872$749K0.02%+913F-HRTimeline
Strategic Blueprint, LLC2,079$749K0.04%-1,16413F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding2,076$748K-7Timeline
Concorde Asset Management, LLC2,073$747K0.3%-213F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA2,064$743K0.03%+8613F-HRTimeline
Seros Financial, LLC2,056$740K0.43%+32913F-HRTimeline
Guardian Asset Advisors, LLC2,049$740K0.38%+13613F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…2,046$737K<0.01%-41013F-HRTimelineGroup
Signature Equity Partners, LLC2,045$736K0.41%13F-HRTimeline
Valeo Financial Advisors, LLC2,033$732K0.02%+213F-HRTimeline
LJI Wealth Management, LLC2,029$731K0.11%013F-HRTimeline
Secure Asset Management, LLC2,009$724K0.11%+48513F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV2,001$721K0.04%-513F-HRTimeline
HHM Wealth Advisors, LLC1,981$713K0.08%-10013F-HRTimeline
AlphaCore Capital LLC1,971$710K0.02%+25713F-HRTimeline
Annex Advisory Services, LLC1,970$709K0.01%+5513F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC1,967$708K<0.01%+20113F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC1,963$707K<0.01%+19013F-HRTimelineGroup
PATTEN & PATTEN INC/TN1,962$707K0.04%-57513F-HRTimeline
Financial Partners Group, Inc1,750$706K0.08%-513F-HRTimeline
FineMark National Bank & Trust1,952$703K0.02%+44613F-HRTimeline
Montis Financial, LLC1,930$695K0.14%-4913F-HRTimeline
CWS Financial Advisors, LLC1,926$694K0.19%+613F-HRTimeline
Clark Capital Management Group, Inc.1,908$687K<0.01%+1813F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC1,904$686K0.23%+69813F-HRTimeline
Ranch Capital Advisors Inc.1,903$685K0.25%-2913F-HRTimeline
INTEGRITY WEALTH ADVISORS, INC.1,901$685K0.48%-4,82213F-HRTimeline
WJ Wealth Management, LLC1,896$683K0.3%013F-HRTimeline
Visionary Wealth Advisors1,883$678K0.03%+10913F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL1,879$677K0.01%013F-HRTimeline
GK Wealth Management LLC1,870$674K0.49%-2113F-HRTimeline
WealthCare Investment Partners, LLC1,801$672K0.2%-213F-HRTimeline
Jefferson Bridge Capital, LLC1,862$671K0.68%13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC1,861$670K<0.01%+1013F-HRTimelineGroup
WESPAC Advisors, LLC1,861$670K0.36%+53513F-HRTimeline
SOA Wealth Advisors, LLC.1,861$670K0.11%-63613F-HRTimeline
1832 Asset Management L.P.1,860$670K<0.01%013F-HRTimeline
Strengthening Families & Communities, L…1,856$668K0.24%+6413F-HRTimeline
KPP Advisory Services LLC1,840$663K0.1%new13F-HRTimeline
NorthRock Partners, LLC1,829$659K0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,827$658K0.02%+18813F-HR/ATimelineGroup
Pine Valley Investments Ltd Liability Co1,827$658K0.03%-2613F-HRTimeline
FourThought Financial Partners, LLC1,817$654K0.06%+613F-HRTimeline
RFG Advisory, LLC1,807$651K0.01%-1113F-HRTimeline
Aspen Investment Management Inc1,805$650K0.2%+1,00613F-HRTimeline
Argyle Capital Partners, LLC1,783$642K0.47%+8113F-HRTimeline
Trademark Financial Management, LLC1,774$639K0.35%+71713F-HRTimeline
Navis Wealth Advisors, LLC1,772$638K0.27%new13F-HRTimeline
Harvest Investment Services, LLC1,769$637K0.12%+12313F-HRTimeline
Granite Group Advisors, LLC1,762$635K0.36%new13F-HRTimeline
Venturi Wealth Management, LLC1,751$631K0.03%new13F-HRTimeline
MATAURO, LLC1,751$631K0.09%-24513F-HRTimeline
Larry Mathis Financial Planning, LLC1,744$628K0.55%13F-HRTimeline
BIP Wealth, LLC1,743$628K0.02%+97513F-HRTimeline
W1M Asset Management Ltd1,717$618K0.01%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources1,715$618K<0.01%013F-HRTimelineGroup
Alteri Wealth LLC1,712$616K0.2%+7213F-HRTimeline
BLUEFIN CAPITAL MANAGEMENT, LLC1,700$612K0.17%new13F-HRTimeline
Polymer Capital Management (HK) LTD1,700$612K0.1%013F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK1,678$604K<0.01%+1,48913F-HRTimelineGroup
Canvas Wealth Advisors, LLC1,676$604K0.1%-4513F-HRTimeline
Lewis Asset Management, LLC1,666$600K0.24%-12613F-HRTimeline
Owen LaRue, LLC1,665$600K0.23%new13F-HRTimeline
Berger Financial Group, Inc1,638$590K0.03%+7513F-HRTimeline
Colonial River Investments, LLC1,628$586K0.21%new13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC1,628$586K0.01%new13F-HR/ATimeline
Main Street Financial Solutions, LLC1,627$586K0.04%+15413F-HRTimeline
SHUTTLEWORTH & Co1,627$586K0.54%-413F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,624$585K0.04%+2913F-HRTimeline
Vise Technologies, Inc.1,623$584K0.01%+90413F-HRTimeline
Elm3 Financial Group, LLC1,586$571K0.47%-7713F-HRTimeline
Beaumont Asset Management, L.L.C.1,581$569K0.28%new13F-HRTimeline
RDA Financial Network1,578$568K0.14%+6813F-HRTimeline
Integrity Investment Advisors, LLC1,571$566K0.31%+34913F-HRTimeline
Quantum Portfolio Management LLC1,548$557K0.25%-1,07713F-HRTimeline
Koenig Investment Advisory, LLC1,339$552K0.45%13F-HRTimeline
CHILTON INVESTMENT CO INC.1,528$550K0.01%013F-HRTimeline
Advisor Resource Council1,343$548K0.2%new13F-HRTimeline
Hutchens & Kramer Investment Management…1,516$546K0.19%new13F-HRTimeline
Orgel Wealth Management, LLC1,509$543K0.01%new13F-HRTimeline
Accretive Wealth Partners, LLC1,507$543K0.16%013F-HRTimeline
Winthrop Advisory Group LLC1,499$540K0.05%+7213F-HR/ATimeline
Jacobi Capital Management LLC1,497$539K0.03%-1,29313F-HRTimeline
Meredith Wealth Planning1,496$539K0.16%013F-HRTimeline
Trueblood Wealth Management, LLC1,496$539K0.21%+513F-HRTimeline
AdvisorNet Financial, Inc1,492$537K0.03%-3013F-HRTimeline
Advisors Capital Management, LLC1,491$537K0.01%+9213F-HRTimeline
LANE BROTHERS & CO INC1,488$536K0.39%13F-HRTimeline
Capital Investment Advisors, LLC1,488$536K0.01%-9313F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC1,485$535K0.24%-813F-HRTimeline
Investment Insight Wealth Management, L…1,483$534K0.52%13F-HRTimeline
Betterment LLC1,480$533K<0.01%-28513F-HRTimeline
Sageworth Trust Co1,476$532K0.02%new13F-HRTimeline
Facet Wealth, Inc.1,273$531K0.01%+13913F-HRTimeline
RMR Wealth Builders1,473$530K0.04%-1,67413F-HRTimeline
Murphy & Mullick Capital Management Corp1,456$524K0.38%+53013F-HRTimeline
Trexquant Investment LP1,451$523K<0.01%-89213F-HRTimeline
IPG Investment Advisors LLC1,436$517K0.09%+35113F-HRTimeline
FSA Investment Group, LLC1,425$513K0.31%+1513F-HRTimeline
LEIGH BALDWIN & CO., LLC1,425$513K0.34%+213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,422$512K<0.01%+27313F-HRTimelineGroup
Redhawk Wealth Advisors, Inc.1,414$509K0.06%+20213F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.1,410$508K0.33%-1,38213F-HRTimeline
Brand Asset Management Group, Inc.1,408$507K0.14%+10213F-HRTimeline
Premier Path Wealth Partners, LLC1,407$507K0.07%-1,98113F-HRTimeline
May Hill Capital, LLC1,407$507K0.14%+67413F-HR/ATimeline
Detalus Advisors, LLC1,402$505K0.12%013F-HRTimeline
ProVise Management Group, LLC1,401$505K0.04%+813F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC1,400$504K0.03%013F-HRTimeline
SIGNATUREFD, LLC1,399$504K0.01%013F-HRTimeline
Wealth Advisory Team LLC1,395$502K0.44%13F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC1,388$500K0.11%+15213F-HRTimeline
Alpha Cubed Investments, LLC1,388$500K0.02%+21813F-HRTimeline
Caprock Group, LLC1,372$494K0.01%+25713F-HRTimeline
M&T Bank Corpin group M&T Bank Corp1,366$492K<0.01%-18513F-HR/ATimelineGroup
American Trust1,364$491K0.04%new13F-HRTimeline
Trek Financial, LLC1,355$488K0.03%+46213F-HRTimeline
Montecito Bank & Trust1,353$487K0.08%-6513F-HRTimeline
PRIVATE CLIENT SERVICES, LLC1,338$482K0.15%+513F-HRTimeline
Somerset Group LLC1,245$479K0.36%-7513F-HRTimeline
Procyon Advisors, LLC1,329$479K0.02%new13F-HRTimeline
Leeward Financial Partners, LLC1,317$474K0.13%-513F-HRTimeline
Northwest Wealth Advisors, LLC1,296$467K0.36%13F-HRTimeline
Birch Hill Investment Advisors LLC1,293$466K0.02%013F-HRTimeline
Northstar Advisory Group, LLC1,293$466K0.17%-8813F-HRTimeline
Valmark Advisers, Inc.1,278$460K0.01%+22813F-HRTimeline
Red Door Wealth Management, LLC1,278$460K0.05%-5013F-HRTimeline
HF Advisory Group, LLC1,274$459K0.16%-11313F-HR/ATimeline
J HAGAN CAPITAL, INC.1,272$458K0.25%-31313F-HRTimeline
Arlington Capital Management, Inc.1,261$454K0.28%-15713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Leo Wealth, LLC1,257$453K0.03%new13F-HRTimeline
VERUS CAPITAL PARTNERS, LLC1,255$452K0.03%+11513F-HR/ATimeline
Sandbox Financial Partners, LLC1,253$451K0.12%+1813F-HRTimeline
Encompass More Asset Management1,251$451K0.08%+44013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,245$448K0.01%+10013F-HRTimelineGroup
Meriwether Wealth & Planning, LLC1,243$448K0.25%+5713F-HRTimeline
Octavia Wealth Advisors, LLC1,239$446K0.04%-8013F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC1,232$444K<0.01%+3913F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC1,231$443K0.01%+9213F-HRTimeline
IMG Wealth Management, Inc.1,229$443K0.28%013F-HRTimeline
Fairfield Financial Advisors, LTD1,228$442K0.14%+313F-HRTimeline
Resurgent Financial Advisors LLC1,222$440K0.22%-32913F-HRTimeline
CATHY PARETO & ASSOCIATES, INC1,217$438K0.3%+22713F-HRTimeline
Brooklyn Investment Group1,192$434K0.02%+12613F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding1,200$432K-34,826Timeline
Bryn Mawr Trust Advisors, LLC1,197$431K0.02%013F-HRTimeline
SMART Wealth LLC1,195$430K0.13%-31413F-HRTimeline
Bravias Capital Group, LLC1,194$430K0.26%+7413F-HRTimeline
Welch & Forbes LLC1,193$430K0.01%013F-HRTimeline
J. Derek Lewis & Associates Inc.1,188$428K0.1%13F-HRTimeline
SHP Wealth Management1,187$428K0.03%13F-HRTimeline
BBR PARTNERS, LLC1,187$427K0.02%new13F-HRTimeline
CASCADE INVESTMENT GROUP, INC.1,171$422K0.28%+3513F-HRTimeline
EdgeRock Capital LLC1,169$421K0.11%+25013F-HRTimeline
Pinnacle Family Advisors, LLC1,160$418K0.18%new13F-HRTimeline
Evanson Asset Management, LLC1,160$418K0.02%+8013F-HRTimeline
Elevate Capital Advisors, LLC1,159$417K0.28%-1,22913F-HRTimeline
Brady Martz Wealth Solutions, LLC1,157$417K0.07%-13513F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.1,156$416K0.16%+38813F-HRTimeline
Wealth Dimensions Group, Ltd.1,153$415K0.08%013F-HRTimeline
Archvest Wealth Advisors, Inc.1,149$414K0.26%-5513F-HR/ATimeline
Greenline Partners, LLC1,147$413K0.05%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC1,147$413K0.02%013F-HRTimelineGroup
Tempus Wealth Planning, LLC1,142$411K0.09%-5813F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A1,141$411K<0.01%-83313F-HRTimelineGroup
Ascent Wealth Partners, LLC1,139$410K0.05%013F-HRTimeline
Advance Capital Management, Inc.1,136$409K0.02%-11313F-HRTimeline
Sharp Wealth Advisory, LLC1,126$406K0.2%013F-HRTimeline
James J. Burns & Company, LLC1,124$405K0.06%new13F-HRTimeline
Rollins Financial Advisors, LLC1,120$403K0.06%new13F-HRTimeline