Skip to content
Disclosery

SMOT VANECK ETF TRUST

Follow

MORN SMID MO ETF (fund)

100 managers (101 13F filers) reported a position in SMOT shares at 2024-12-31, 8,369,057 shares in all. 15 filers opened a position and 11 filers sold out during the quarter.

Managers
100
13F filers
101
New
15
Added
52
Reduced
19
Sold out
11
Shares held by filers
8,369,057

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
Gradient Investments LLCin group Gradient Investments LLC1,119,600$38.6M0.78%-258,84713F-HRTimelineGroup
LPL Financial LLC1,088,476$37.5M0.02%+158,99413F-HRTimeline
Principle Wealth Partners LLC780,194$26.9M1.89%+4,23513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/748,501$25.8M<0.01%+53,08313F-HRTimelineGroup
FINANCIAL MANAGEMENT NETWORK INC527,215$18.3M3.8%+18,66613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY466,225$16.1M<0.01%+401,36413F-HR/ATimelineGroup
Apexium Financial, LP331,454$11.4M0.69%+35,25913F-HRTimeline
Farther Finance Advisors, LLC277,580$9.57M0.35%+277,57313F-HRTimeline
Mesirow Financial Investment Management…276,972$9.55M0.19%+17,86313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC244,510$8.43M<0.01%13F-HR/ATimelineGroup
WOODMONT INVESTMENT COUNSEL LLC163,937$5.65M0.42%+4,52713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding144,198$4.97M+10,703Timeline
MML INVESTORS SERVICES, LLC121,107$4.17M0.01%+27,34913F-HRTimeline
Cambridge Investment Research Advisors,…113,254$3.9M0.01%+14,41213F-HRTimeline
Family Office Research LLC84,953$2.93M1.28%13F-HRTimeline
Cetera Investment Advisers83,567$2.88M0.01%+8,36513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.81,670$2.82M0.01%+42,70013F-HR/ATimelineGroup
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT …80,962$2.79M0.37%+1,13113F-HRTimeline
TRUE Private Wealth Advisors79,681$2.75M0.33%+9,14813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV75,151$2.59M0.01%+2,71713F-HRTimeline
Brown Financial Advisors71,601$2.47M0.99%-23,54913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP64,678$2.23M<0.01%-9,27413F-HRTimelineGroup
EP Wealth Advisors, LLC62,950$2.17M0.02%-2,40013F-HRTimeline
Creekside Partners62,254$2.15M1.11%+7,97013F-HRTimeline
HighTower Advisors, LLC52,001$1.79M<0.01%-5,16113F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS50,953$1.76M0.07%+2,40613F-HRTimelineGroup
Steward Partners Investment Advisory, L…49,728$1.71M0.02%+6,82913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP49,586$1.71M<0.01%-1,29913F-HRTimelineGroup
Mattson Financial Services, LLC48,123$1.69M0.54%-1,42613F-HRTimeline
TPG Advisors LLC47,625$1.64M1.28%+73813F-HRTimeline
PURSUE WEALTH PARTNERS LLC47,221$1.63M0.93%013F-HRTimeline
Stegent Equity Advisors, Inc.43,735$1.51M1.53%+22,46913F-HRTimeline
Prospera Financial Services Inc39,760$1.37M0.03%+29,07013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…39,278$1.35M0.02%+1,80513F-HRTimelineGroup
Acorn Wealth Advisors, LLC37,226$1.28M0.53%+1,32913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP34,774$1.2M<0.01%+20,03713F-HRTimelineGroup
Patton Albertson Miller Group, LLC32,654$1.13M0.15%-10,63013F-HRTimeline
Beaumont Financial Advisors, LLC32,162$1.11M0.08%+83713F-HRTimeline
Paladin Wealth, LLC30,717$1.06M0.91%-8,14213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.30,323$1.05M0.01%-26713F-HRTimelineGroup
Janney Montgomery Scott LLC28,724$990K<0.01%+3,60013F-HRTimeline
Archford Capital Strategies, LLC28,397$979K0.15%+2,09513F-HRTimeline
Argent Trust Co25,250$870K0.04%+30013F-HRTimeline
Sanctuary Advisors, LLC23,394$859K0.01%-1,00013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC23,244$801K<0.01%+4,44813F-HRTimeline
First Financial Group Corp22,266$768K0.85%13F-HRTimeline
Comprehensive Financial Consultants Ins…20,281$699K0.25%new13F-HRTimeline
IHT Wealth Management, LLC20,050$691K0.02%new13F-HRTimeline
Stiles Financial Services Inc19,679$678K0.25%+6,30013F-HRTimeline
IRON Financial LLC18,859$650K0.37%+90313F-HRTimeline
Lowe Wealth Advisors, LLC18,423$635K0.27%+5,04913F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.17,727$611K0.04%+2513F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…17,233$594K<0.01%new13F-HRTimelineGroup
Coordinated Financial Services, Inc.16,551$571K0.44%13F-HRTimeline
Stonebridge Financial Planning Group, L…16,416$566K0.25%+6,42313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC16,185$558K<0.01%new13F-HRTimelineGroup
Copley Financial Group, Inc.15,628$539K0.41%+8,27713F-HRTimeline
Mariner, LLCin group Mariner, LLC13,732$473K<0.01%+53513F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…12,446$429K<0.01%-1,00813F-HRTimelineGroup
Tranquility Partners, LLC11,508$397K0.15%+93013F-HRTimeline
Atlas Wealth LLC11,374$392K0.15%+1,03313F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC10,586$365K0.01%-64813F-HRTimelineGroup
Capital Investment Advisory Services, L…10,231$353K0.03%-3913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC10,010$345K<0.01%-1,05613F-HRTimelineGroup
Etesian Wealth Advisors, Inc.9,889$341K0.15%-84213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC9,617$331K0.01%+1,80013F-HRTimelineGroup
Maridea Wealth Management LLC9,373$323K0.1%13F-HRTimeline
LAKE STREET ADVISORS GROUP, LLC9,088$313K0.01%+1,18713F-HRTimeline
Atria Investments, Inc9,085$313K<0.01%-56313F-HRTimeline
Private Advisor Group, LLC8,629$297K<0.01%-41413F-HRTimeline
Soundwatch Capital LLC8,184$282K0.03%+5713F-HRTimeline
SageView Advisory Group, LLC6,561$226K0.01%new13F-HRTimeline
M&T Bank Corpin group M&T Bank Corp6,475$223K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc6,310$218K0.01%+4,50413F-HRTimeline
Whalen Wealth Management Inc.6,093$210K0.15%+7113F-HRTimeline
Valued Retirements, Inc.6,020$208K0.28%013F-HRTimeline
Global X Japan Co., Ltd.6,016$207K0.03%+1,00913F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.5,887$203K0.06%new13F-HRTimeline
SIERRA OCEAN, LLC4,226$146K0.12%13F-HRTimeline
IAG Wealth Partners, LLC2,305$79.5K0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG2,119$73K<0.01%new13F-HRTimelineGroup
FAS Wealth Partners, Inc.1,470$50.7K<0.01%+1713F-HRTimeline
GPS Wealth Strategies Group, LLC1,080$37.2K<0.01%-39513F-HRTimeline
EASTERN BANK1,000$34.5K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA890$30.7K<0.01%013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC571$19.7K0.03%+713F-HRTimeline
COMERICA BANK500$17.2K<0.01%new13F-HR/ATimeline
FMR LLCin group FMR LLC463$16K<0.01%+1813F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC422$14.5K<0.01%new13F-HRTimeline
Coppell Advisory Solutions LLC387$13.3K<0.01%+37013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.370$12.8K0.01%+513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…360$12.4K<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC215$7K<0.01%013F-HRTimelineGroup
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP165$6K<0.01%+7813F-HRTimelineGroup
AE Wealth Management LLC144$4.96K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…133$4.58K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.110$3.79K<0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC100$3K<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…50$1.72K<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.