Skip to content
Disclosery

SMH VANECK ETF TRUST

Follow

COM (fund)

1,293 managers (1,309 13F filers) reported a position in SMH shares at 2026-03-31, 52,987,936 shares in all. 175 filers opened a position and 83 filers sold out during the quarter.

Managers
1,293
13F filers
1,309
New
175
Added
486
Reduced
378
Sold out
83
Shares held by filers
52,987,936

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
PETTYJOHN, WOOD & WHITE, INC630$242K0.04%013F-HRTimeline
Thrive Wealth Management, LLC630$241K0.04%+513F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC629$241K0.13%+60113F-HRTimeline
Clearwater Capital Advisors, LLC629$241K0.02%new13F-HRTimeline
Blue Water Asset Management629$241K0.08%new13F-HRTimeline
LeClair Wealth Partners LLC629$241K0.08%new13F-HRTimeline
SEARLE & CO.627$240K0.06%013F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC627$240K0.04%-1813F-HRTimeline
AlphaStar Capital Management, LLC625$240K0.02%new13F-HRTimeline
Integrated Advisors Network LLC625$240K0.01%-4,58313F-HRTimeline
LongView Wealth Management526$238K0.06%new13F-HRTimeline
Apella Capital, LLC512$238K<0.01%new13F-HRTimeline
Marathon Trading Investment Management …in group Marathon Trading Investment M…620$238K0.07%new13F-HRTimelineGroup
HOWE & RUSLING INC612$235K0.02%+2513F-HRTimeline
Pacific Excel Wealth Advisors, Inc.610$234K0.25%new13F-HRTimeline
KWB Wealth647$233K0.02%-1913F-HRTimeline
Linscomb Wealth, Inc.606$232K0.01%013F-HRTimeline
Chancellor Financial Group WB LP606$232K0.17%new13F-HRTimeline
North Star Investment Management Corp.603$231K0.01%+40513F-HRTimeline
Verdence Capital Advisors LLC603$231K0.01%new13F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM603$231K0.04%-6013F-HRTimelineGroup
L. Roy Papp & Associates, LLP600$230K0.03%013F-HRTimeline
RHODES INVESTMENT ADVISORS INC /ADV600$230K0.2%new13F-HRTimeline
NavPoint Financial, Inc.600$230K0.09%013F-HRTimeline
Sulzberger Capital Advisors, Inc.600$230K0.23%013F-HRTimeline
Symphony Financial, Ltd. Co.610$227K0.03%new13F-HRTimeline
Merkkuri Wealth Advisors LLC592$227K0.15%013F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG625$227K<0.01%013F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC445$226K<0.01%013F-HRTimeline
Illumine Investment Management, LLC582$223K0.17%-1413F-HRTimeline
BRIGHT FINANCIAL ADVISORS, INC.578$222K0.1%013F-HRTimeline
Resolute Wealth Strategies, LLC579$222K0.1%013F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC577$221K0.02%-1413F-HRTimeline
WEBSTER BANK, N. A.576$221K0.02%013F-HRTimeline
Sterling Wealth Management, Inc.574$220K0.06%013F-HRTimeline
DIVERSIFIED MANAGEMENT INC573$220K0.04%-6913F-HRTimeline
Everstar Asset Management, LLC572$219K0.12%new13F-HRTimeline
Global Wealth Management Investment Adv…570$219K0.03%013F-HRTimeline
Main Management ETF Advisors, LLCgroup of 2 filers holding568$218K-84,687Timeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.565$216K0.01%-1913F-HRTimelineGroup
Provenance Wealth Advisors, LLC562$215K0.02%+32813F-HRTimeline
DUTCH ASSET Corp561$215K0.14%013F-HRTimeline
Pacific Center for Financial Services561$215K0.05%013F-HRTimeline
Convergence Financial, LLC504$214K0.02%new13F-HRTimeline
Braeburn Wealth Management LLC557$214K0.12%new13F-HRTimeline
Activest Wealth Management557$213K0.04%-42613F-HRTimeline
Sonoma Private Wealth LLC556$213K0.26%new13F-HRTimeline
Van Hulzen Asset Management, LLC556$213K0.02%013F-HRTimeline
MANCHESTER FINANCIAL INC555$213K0.04%new13F-HRTimeline
HEADINVEST, LLC553$212K0.04%new13F-HRTimeline
SP Asset Management LLC552$212K0.02%new13F-HRTimeline
Kaydan Wealth Management, Inc.552$212K0.07%new13F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC549$210K<0.01%new13F-HRTimelineGroup
Compound Planning, Inc.548$210K0.01%-1,66613F-HRTimeline
Retirement Planning Group, LLC547$210K0.01%new13F-HRTimeline
LRI Investments, LLC546$209K0.02%013F-HRTimeline
Dale Q Rice Investment Management Ltd545$209K0.16%new13F-HRTimeline
SMART Wealth LLC544$209K0.06%-65113F-HRTimeline
Discipline Wealth Solutions, LLC543$208K0.02%new13F-HRTimeline
Washington Trust Advisors, Inc.540$207K0.02%013F-HRTimeline
D'Orazio & Associates, Inc.537$206K0.03%new13F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…537$206K0.05%new13F-HRTimeline
ELEVATUS WELATH MANAGEMENT537$206K0.11%-6413F-HRTimeline
Harbor Group, Inc.536$206K0.03%new13F-HRTimeline
Marathon Wealth Advisors LLC535$205K0.08%new13F-HRTimeline
Smartleaf Asset Management LLC565$205K0.01%+40813F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC533$204K0.07%013F-HRTimeline
KKM Financial LLC566$204K0.04%013F-HRTimeline
United Capital Management of KS, Inc.530$203K0.03%new13F-HRTimeline
Chesley Taft & Associates LLC529$203K0.01%new13F-HRTimeline
Axis Wealth Partners, LLC528$203K0.11%new13F-HRTimeline
Maia Wealth LLC527$202K0.03%+813F-HRTimeline
CRUX WEALTH ADVISORS524$201K0.08%new13F-HRTimeline
QTR Family Wealth, LLC444$201K0.08%-9613F-HRTimeline
Keystone Financial Group523$200K0.01%new13F-HRTimeline
HM PAYSON & CO520$199K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.518$199K0.15%+5413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…515$198K0.01%-53113F-HR/ATimelineGroup
High Point Wealth Management, LLC512$196K0.19%-41913F-HRTimeline
Capital Investment Advisory Services, L…511$196K0.01%+3013F-HRTimeline
HighMark Wealth Management LLC495$190K0.08%+33513F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC483$185K0.05%new13F-HRTimeline
Financial Management Professionals, Inc.477$183K0.02%+36413F-HRTimeline
RMG Wealth Management LLC309$178K0.02%013F-HRTimeline
MONTAG A & ASSOCIATES INC456$175K0.01%013F-HRTimeline
Golden State Wealth Management, LLC446$171K0.02%+7013F-HRTimeline
Monetary Solutions, Ltd444$170K0.16%013F-HRTimeline
Fairway Wealth LLC440$169K0.04%013F-HRTimeline
OAKWORTH CAPITAL, INC.434$166K0.01%013F-HRTimeline
BAYBAN410$157K0.14%013F-HRTimeline
Cassaday & Co Wealth Management LLC409$157K<0.01%new13F-HRTimeline
ZEGA Investments, LLC402$154K0.03%new13F-HRTimeline
Avalon Trust Co400$153K0.01%-23013F-HRTimeline
MidFirst Bank400$153K0.01%013F-HRTimeline
Root Financial Partners, LLC378$145K0.01%+7213F-HRTimeline
Destiny Wealth Partners, LLC367$141K0.02%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…362$139K0.01%+30613F-HRTimelineGroup
Cordgrass Capital Advisors, LLC350$134K0.03%013F-HRTimeline
FIRST HORIZON CORP343$132K0.01%013F-HRTimeline
Investment Research & Advisory Group, I…336$129K0.04%+3113F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\330$127K<0.01%013F-HRTimelineGroup
Greykasell Wealth Strategies, Inc.328$126K0.05%013F-HRTimeline
Goodman Advisory Group, LLC318$122K0.03%+2313F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…317$122K0.05%-31213F-HRTimeline
Fairscale Capital, LLC311$119K0.08%013F-HRTimeline
Global Trust Asset Management, LLC310$119K0.05%-4513F-HRTimeline
Powell Investment Advisors, LLC306$117K0.04%+6313F-HRTimeline
Hilton Head Capital Partners, LLC290$111K0.06%-813F-HRTimeline
Advocate Investing Services LLC280$107K0.09%013F-HRTimeline
Battery Global Advisors, LLC273$105K0.06%013F-HRTimeline
Front Row Advisors LLC273$105K0.04%013F-HRTimeline
First Command Advisory Services, Inc.273$104K<0.01%013F-HRTimeline
Reyes Financial Architecture, Inc.264$101K0.08%+4313F-HRTimeline
Blue Trust, Inc.260$99.6K<0.01%-7013F-HRTimeline
Rossmore Private Capital254$97.4K0.01%new13F-HRTimeline
REAP Financial Group, LLC251$96.1K0.02%013F-HRTimeline
Kiker Wealth Management, LLC250$95.8K0.05%new13F-HRTimeline
Robinswood Financial LLC248$95.1K0.03%-2013F-HR/ATimeline
Kilter Group LLC246$94.3K0.04%013F-HRTimeline
Archer Investment Corp237$90.9K0.02%-213F-HRTimeline
SWAN Capital LLC237$90.7K0.03%+113F-HRTimeline
EPG Wealth Management LLC232$88.9K0.02%013F-HRTimeline
Hughes Financial Services, LLC228$87.4K0.01%013F-HRTimeline
Cypress Capital Management LLC (WY)227$87K0.08%013F-HRTimeline
UMB Bank, n.a.225$86.3K<0.01%+2513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Bullock Wealth Management Group218$85.4K0.04%+5113F-HRTimeline
Noble Wealth Management PBC220$84.4K0.04%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC218$83.7K0.01%new13F-HRTimeline
Signature Resources Capital Management,…213$81.7K0.04%-12913F-HRTimeline
TUCKER ASSET MANAGEMENT LLC210$80.5K0.02%-1213F-HRTimeline
Davis Capital Management207$79.4K0.05%013F-HRTimeline
Wall Street Financial Group, Inc.206$79K0.05%new13F-HRTimeline
CENTRAL TRUST Co205$78.6K<0.01%+8513F-HRTimeline
Addison Advisors LLC200$76.7K0.02%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/200$76.7K0.03%013F-HRTimelineGroup
LOM Asset Management Ltd200$76.7K0.02%013F-HRTimeline
Rossby Financial, LCC191$75K0.02%+13913F-HRTimeline
Harbor Asset Planning, Inc.194$74.5K0.06%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC194$74K<0.01%-9913F-HRTimelineGroup
Opal Wealth Advisors, LLC192$73.6K0.02%new13F-HRTimeline
Ameliora Wealth Management Ltd.190$72.8K0.02%new13F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.188$72.1K<0.01%new13F-HRTimelineGroup
Wilmington Savings Fund Society, FSB186$71.3K<0.01%013F-HRTimeline
Key Capital Management, INC186$71.3K0.05%new13F-HRTimeline
Breakwater Investment Management185$70.9K0.03%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT180$69K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC175$67.1K<0.01%new13F-HR/ATimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…173$66.3K0.02%013F-HRTimelineGroup
CNB Bank172$65.9K0.03%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp161$61.7K<0.01%013F-HRTimelineGroup
VANGUARD GROUP INCgroup of 2 filers holding161$61.7KnewTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC149$57.3K<0.01%-213F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.140$53.7K0.01%new13F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC140$53.7K<0.01%-2013F-HRTimelineGroup
Hartford Financial Management Inc.137$52.5K0.01%013F-HRTimeline
Nemes Rush Group LLC136$52.3K<0.01%+413F-HRTimeline
True Link Financial Advisors, LLC136$52.1K<0.01%new13F-HR/ATimeline
Bogart Wealth, LLC133$51.1K<0.01%+113F-HRTimeline
PETERSON WEALTH MANAGEMENT130$49.8K0.03%new13F-HRTimeline
Private Wealth Asset Management, LLC130$49.8K0.01%013F-HRTimeline
Integrity Financial Corp /WA129$49.5K0.02%new13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…129$49.5K0.01%-5713F-HRTimeline
Smithfield Trust Co125$48K<0.01%013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding125$47.9K+125Timeline
HAZLETT, BURT & WATSON, INC.114$45K0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC116$44.5K0.01%new13F-HRTimeline
Dunhill Financial, LLC116$44.5K0.01%+413F-HRTimeline
Silicon Valley Capital Partners113$43.3K<0.01%013F-HRTimeline
TD Capital Management LLC110$42.2K<0.01%013F-HRTimeline
GAMMA Investing LLC108$41.4K<0.01%013F-HRTimeline
Forum Finance Group S.A.125$40K0.02%13F-HRTimeline
OBSIDIAN CIO, LLC104$39.9K0.04%+4613F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd104$39.9K0.01%013F-HRTimelineGroup
WELLINGTON-ALTUS USA INC.60$39.4K0.02%013F-HRTimeline
Avion Wealth102$39K0.01%-59813F-HRTimeline
CX Institutional101$39K<0.01%013F-HRTimeline
Clark Wealth Partners101$38.9K0.03%013F-HRTimeline
Manchester Capital Management LLC100$38.3K0.01%new13F-HRTimeline
Hilltop National Bank100$38.3K0.01%-5013F-HRTimeline
Intesa Sanpaolo Wealth Managementin group Intesa Sanpaolo S.p.A.100$38.3K0.01%new13F-HRTimelineGroup
RESOURCES MANAGEMENT CORP /CT/ /ADV100$38K0.01%new13F-HRTimeline
Go Invest LLC99$37.9K0.01%+813F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.95$36.4K<0.01%-26513F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC95$36.4K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.94$36.2K0.01%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/90$34.5K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division90$34.5K<0.01%013F-HRTimeline
Napier Financial, LLC87$33.5K0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC85$32.6K<0.01%-9913F-HRTimeline
Realta Investment Advisors83$31.9K0.01%013F-HRTimeline
Rosenberg Matthew Hamilton79$30.3K0.01%013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC77$29.5K0.01%013F-HRTimeline
FAS Wealth Partners, Inc.75$28.8K<0.01%013F-HRTimeline
Crewe Advisors LLC75$28.8K<0.01%-513F-HRTimeline
Decker Retirement Planning Inc.75$28.8K0.01%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.73$28.1K0.01%013F-HRTimeline
Roxbury Financial LLC73$28K0.03%013F-HRTimeline
PlanVest Financial, Inc69$26.5K0.02%13F-HRTimeline
Plante Moran Financial Advisors, LLC68$26.1K<0.01%new13F-HRTimeline
Strengthening Families & Communities, L…66$25.4K0.01%-1,79013F-HRTimeline