Skip to content
Disclosery

SMOT VANECK ETF TRUST

Follow

MORN SMID MO ETF (fund)

100 managers (100 13F filers) reported a position in SMOT shares at 2025-03-31, 9,664,157 shares in all. 10 filers opened a position and 11 filers sold out during the quarter.

Managers
100
13F filers
100
New
10
Added
46
Reduced
28
Sold out
11
Shares held by filers
9,664,157

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
LPL Financial LLC1,270,143$41.6M0.02%+181,66713F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC1,212,034$39.7M0.8%+92,43413F-HRTimelineGroup
GREAT LAKES ADVISORS, LLC933,735$30.6M0.27%new13F-HRTimeline
Principle Wealth Partners LLC806,266$26.4M1.89%+26,07213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY635,406$20.8M<0.01%+169,18113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/513,723$16.8M<0.01%-234,77813F-HRTimelineGroup
FINANCIAL MANAGEMENT NETWORK INC555,222$16.2M3.64%+28,00713F-HRTimeline
Apexium Financial, LP343,495$11.3M0.67%+12,04113F-HRTimeline
Mesirow Financial Investment Management…268,972$8.82M0.17%-8,00013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC265,327$8.7M<0.01%+20,81713F-HRTimelineGroup
Farther Finance Advisors, LLC226,920$7.46M0.19%-50,66013F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC175,044$5.74M0.41%+11,10713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding150,570$4.94M+6,372Timeline
MML INVESTORS SERVICES, LLC133,048$4.36M0.01%+11,94113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.90,903$2.98M0.01%+9,23313F-HRTimelineGroup
TRUE Private Wealth Advisors90,162$2.96M0.36%+10,48113F-HRTimeline
Cetera Investment Advisers89,193$2.92M0.01%+5,62613F-HRTimeline
Cambridge Investment Research Advisors,…84,297$2.76M0.01%-28,95713F-HRTimeline
Family Office Research LLC80,189$2.63M1.28%-4,76413F-HRTimeline
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT …77,776$2.55M0.34%-3,18613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV76,639$2.51M0.01%+1,48813F-HRTimeline
Brown Financial Advisors74,579$2.45M1.01%+2,97813F-HRTimeline
VestGen Advisors, LLC68,319$2.24M0.1%13F-HRTimeline
Creekside Partners65,018$2.13M1.12%+2,76413F-HRTimeline
EP Wealth Advisors, LLC62,950$2.06M0.02%013F-HRTimeline
HighTower Advisors, LLC58,536$1.92M<0.01%+6,53513F-HRTimeline
TPG Advisors LLC55,346$1.81M1.43%+7,72113F-HRTimeline
Prospera Financial Services Inc52,865$1.73M0.04%+13,10513F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS50,744$1.66M0.07%-20913F-HRTimelineGroup
Stegent Equity Advisors, Inc.50,622$1.66M1.68%+6,88713F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…50,004$1.64M0.02%+10,72613F-HRTimelineGroup
Steward Partners Investment Advisory, L…49,996$1.64M0.01%+26813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP49,049$1.61M<0.01%-53713F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP47,845$1.56M<0.01%+13,07113F-HR/ATimelineGroup
PURSUE WEALTH PARTNERS LLC47,221$1.55M0.94%013F-HRTimeline
Mattson Financial Services, LLC41,658$1.37M0.41%-6,46513F-HRTimeline
Acorn Wealth Advisors, LLC38,638$1.27M0.53%+1,41213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP38,355$1.26M<0.01%-26,32313F-HRTimelineGroup
Beaumont Financial Advisors, LLC33,196$1.09M0.09%+1,03413F-HRTimeline
Patton Albertson Miller Group, LLC31,270$1.03M0.15%-1,38413F-HR/ATimeline
Janney Montgomery Scott LLC31,022$1.02M<0.01%+2,29813F-HRTimeline
Paladin Wealth, LLC30,852$1.01M0.91%+13513F-HRTimeline
Stonebridge Financial Planning Group, L…30,582$1M0.46%+14,16613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC28,083$921K<0.01%new13F-HR/ATimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.26,941$883K0.01%-3,38213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC26,432$867K<0.01%+3,18813F-HRTimeline
Argent Trust Co24,750$812K0.03%-50013F-HRTimeline
First Financial Group Corp22,466$737K0.83%+20013F-HRTimeline
Sanctuary Advisors, LLC21,042$690K<0.01%-2,35213F-HRTimeline
Lowe Wealth Advisors, LLC20,424$670K0.28%+2,00113F-HRTimeline
Comprehensive Financial Consultants Ins…20,399$669K0.24%+11813F-HRTimeline
Stiles Financial Services Inc19,437$637K0.24%-24213F-HRTimeline
IHT Wealth Management, LLC18,713$614K0.02%-1,33713F-HRTimeline
IRON Financial LLC18,213$597K0.33%-64613F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.17,727$581K0.04%013F-HRTimelineGroup
Coordinated Financial Services, Inc./CO16,999$557K0.43%13F-HRTimeline
Atlas Wealth LLC15,035$493K0.19%+3,66113F-HRTimeline
AlphaCore Capital LLC14,350$471K0.04%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC14,343$470K<0.01%+61113F-HRTimelineGroup
Copley Financial Group, Inc.14,278$468K0.36%-1,35013F-HR/ATimeline
ROVIN CAPITAL /UT/ /ADV13,709$450K0.14%new13F-HRTimeline
Tranquility Partners, LLC13,400$439K0.17%+1,89213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA12,360$405K<0.01%new13F-HR/ATimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC11,740$385K0.01%+1,15413F-HRTimelineGroup
COMERICA BANK10,953$359K<0.01%+10,45313F-HRTimeline
Capital Investment Advisory Services, L…10,651$349K0.03%+42013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC9,979$327K<0.01%-3113F-HRTimelineGroup
Atria Investments, Inc9,706$318K<0.01%+62113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC9,617$315K0.01%013F-HRTimelineGroup
CALTON & ASSOCIATES, INC.8,794$288K0.07%new13F-HR/ATimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…8,243$270K0.01%+7,88313F-HRTimelineGroup
Etesian Wealth Advisors, Inc.8,185$268K0.12%-1,70413F-HRTimeline
Soundwatch Capital LLC7,785$255K0.12%-39913F-HRTimeline
Private Advisor Group, LLC7,780$255K<0.01%-84913F-HRTimeline
Maridea Wealth Management LLC7,421$243K0.08%-1,95213F-HRTimeline
IFP Advisors, Inc6,867$225K0.01%+55713F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.6,650$218K0.06%+76313F-HRTimeline
SageView Advisory Group, LLC6,561$215K0.01%013F-HRTimeline
SIERRA OCEAN, LLC4,226$143K0.11%013F-HRTimeline
PRIVATE TRUST CO NA4,039$132K0.01%+3,14913F-HRTimeline
IAG Wealth Partners, LLC2,305$75.6K0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC1,080$35.4K<0.01%013F-HRTimeline
EASTERN BANK1,000$32.8K<0.01%013F-HRTimeline
FAS Wealth Partners, Inc.634$20.8K<0.01%-83613F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC576$18.9K0.03%+513F-HRTimeline
Arax Advisory Partners537$17.6K<0.01%new13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.375$12.3K0.01%+513F-HRTimeline
Geneos Wealth Management Inc.230$7.54K<0.01%+12013F-HRTimeline
FMR LLCin group FMR LLC226$7.4K<0.01%-23713F-HRTimelineGroup
CWM, LLCin group CWM, LLC215$7K<0.01%013F-HRTimelineGroup
Missouri Trust & Investment Co206$6.75K<0.01%new13F-HRTimeline
Global X Japan Co., Ltd.197$6.46K<0.01%-5,81913F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP165$5K<0.01%013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…133$4.36K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC90$2.95K<0.01%-33213F-HRTimeline
AE Wealth Management LLC52$1.71K<0.01%-9213F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…50$1.64K<0.01%013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/42$1.38K<0.01%new13F-HRTimelineGroup
Cornerstone Planning Group LLC15$459<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.