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Disclosery

SMOT VANECK ETF TRUST

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MORN SMID MO ETF (fund)

103 managers (103 13F filers) reported a position in SMOT shares at 2025-06-30, 8,511,077 shares in all. 13 filers opened a position and 10 filers sold out during the quarter.

Managers
103
13F filers
103
New
13
Added
33
Reduced
45
Sold out
10
Shares held by filers
8,511,077

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
Gradient Investments LLCin group Gradient Investments LLC1,236,426$43M0.79%+24,39213F-HRTimelineGroup
LPL Financial LLC1,158,015$40.3M0.01%-112,12813F-HRTimeline
GREAT LAKES ADVISORS, LLC998,750$34.8M0.29%+65,01513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/609,663$21.2M<0.01%+95,94013F-HRTimelineGroup
FINANCIAL MANAGEMENT NETWORK INC561,077$20.2M3.62%+5,85513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY566,448$19.7M<0.01%-68,95813F-HRTimelineGroup
Apexium Financial, LP324,756$11.3M0.6%-18,73913F-HRTimeline
Mesirow Financial Investment Management…256,624$8.93M0.17%-12,34813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC177,833$6.19M<0.01%-87,49413F-HRTimelineGroup
WOODMONT INVESTMENT COUNSEL LLC175,639$6.11M0.4%+59513F-HRTimeline
Farther Finance Advisors, LLC153,785$5.35M0.11%-73,13513F-HRTimeline
MML INVESTORS SERVICES, LLC117,718$4.1M0.01%-15,33013F-HRTimeline
Cambridge Investment Research Advisors,…87,938$3.06M0.01%+3,64113F-HRTimeline
TRUE Private Wealth Advisors87,833$3.06M0.34%-2,32913F-HRTimeline
Cetera Investment Advisers87,341$3.04M0.01%-1,85213F-HRTimeline
Family Office Research LLC77,726$2.7M1.28%-2,46313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.77,691$2.7M<0.01%-13,21213F-HR/ATimelineGroup
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT …77,200$2.69M0.34%-57613F-HRTimeline
Brown Financial Advisors73,269$2.55M1%-1,31013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV73,249$2.55M0.01%-3,39013F-HRTimeline
Stegent Equity Advisors, Inc.72,756$2.53M2.24%+22,13413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC70,195$2.44M0.01%-80,37513F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP65,871$2.29M<0.01%+18,02613F-HRTimelineGroup
Prospera Financial Services Inc65,322$2.27M0.04%+12,45713F-HRTimeline
Creekside Partners65,289$2.27M1.08%+27113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…55,629$2M<0.01%new13F-HRTimeline
TPG Advisors LLC56,716$1.97M1.43%+1,37013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…52,172$1.82M0.02%+2,16813F-HRTimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS50,490$1.76M0.07%-25413F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP49,435$1.72M<0.01%+38613F-HRTimelineGroup
Steward Partners Investment Advisory, L…49,046$1.71M0.01%-95013F-HRTimeline
Mattson Financial Services, LLC39,836$1.39M0.37%-1,82213F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.38,314$1.33M0.01%new13F-HRTimeline
Acorn Wealth Advisors, LLC35,323$1.23M0.46%-3,31513F-HRTimeline
Paladin Wealth, LLC32,937$1.15M0.89%+2,08513F-HRTimeline
Beaumont Financial Advisors, LLC31,980$1.11M0.08%-1,21613F-HRTimeline
EP Wealth Advisors, LLC29,375$1.02M0.01%-33,57513F-HRTimeline
Stonebridge Financial Planning Group, L…28,648$997K0.42%-1,93413F-HRTimeline
PURSUE WEALTH PARTNERS LLC27,221$947K0.54%-20,00013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC26,510$923K<0.01%+7813F-HRTimeline
Janney Montgomery Scott LLC24,875$866K<0.01%-6,14713F-HRTimeline
HighTower Advisors, LLC24,748$861K<0.01%-33,78813F-HRTimeline
First Financial Group Corp24,551$854K0.83%+2,08513F-HRTimeline
Argent Trust Co23,750$826K0.03%-1,00013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA22,460$782K<0.01%+10,10013F-HR/ATimelineGroup
Coordinated Financial Services, Inc.22,368$778K0.54%13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.21,962$764K0.01%-4,97913F-HRTimelineGroup
Stiles Financial Services Inc20,335$708K0.24%+89813F-HRTimeline
Comprehensive Financial Consultants Ins…20,222$704K0.23%-17713F-HRTimeline
Lowe Wealth Advisors, LLC19,892$692K0.27%-53213F-HRTimeline
IRON Financial LLC18,601$647K0.34%+38813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC16,135$561K0.02%new13F-HRTimeline
IHT Wealth Management, LLC15,583$542K0.01%-3,13013F-HRTimeline
Patton Albertson Miller Group, LLC14,507$505K0.07%-16,76313F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.14,489$504K0.03%-3,23813F-HRTimelineGroup
AlphaCore Capital LLC14,350$499K0.02%013F-HRTimeline
Mariner, LLCin group Mariner, LLC13,727$478K<0.01%-61613F-HRTimelineGroup
ROVIN CAPITAL /UT/ /ADV13,709$477K0.14%013F-HRTimeline
Tranquility Partners, LLC13,629$474K0.17%+22913F-HRTimeline
Copley Financial Group, Inc.13,572$472K0.35%-70613F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC13,058$454K0.01%+1,31813F-HRTimelineGroup
VestGen Advisors, LLC13,012$453K0.02%-55,30713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…12,688$442K<0.01%new13F-HR/ATimelineGroup
Soundwatch Capital LLC7,824$439K0.08%+3913F-HRTimeline
Principle Wealth Partners LLC12,208$425K0.03%-794,05813F-HRTimeline
Atlas Wealth LLC11,374$403K0.15%-3,66113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…11,086$386K0.01%+2,84313F-HRTimelineGroup
COMERICA BANK10,752$374K<0.01%-20113F-HRTimeline
NewEdge Advisors, LLC10,193$355K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC9,614$335K0.01%-313F-HRTimelineGroup
Capital Investment Advisory Services, L…8,933$311K0.03%-1,71813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC8,924$311K<0.01%-1,05513F-HRTimelineGroup
CALTON & ASSOCIATES, INC.8,813$307K0.05%+1913F-HRTimeline
Fermata Advisors, LLC8,570$298K0.08%new13F-HRTimeline
Private Advisor Group, LLC8,084$281K<0.01%+30413F-HRTimeline
IFP Advisors, Inc7,253$252K0.01%+38613F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.7,230$252K0.06%+58013F-HRTimeline
Etesian Wealth Advisors, Inc.7,146$249K0.09%-1,03913F-HRTimeline
Sanctuary Advisors, LLC6,829$238K<0.01%-14,21313F-HRTimeline
SageView Advisory Group, LLC6,561$236K0.01%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …5,755$200K<0.01%new13F-HRTimelineGroup
SIERRA OCEAN, LLC4,226$143K0.1%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.2,836$98.7K<0.01%new13F-HRTimelineGroup
IAG Wealth Partners, LLC2,305$80.2K0.01%013F-HRTimeline
PRIVATE TRUST CO NA1,659$57.7K0.01%-2,38013F-HRTimeline
Arax Advisory Partners1,432$49.8K<0.01%+89513F-HRTimeline
GPS Wealth Strategies Group, LLC1,080$37.6K<0.01%013F-HRTimeline
EASTERN BANK1,000$34.8K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG720$25.1K<0.01%new13F-HRTimelineGroup
CLEAR INVESTMENT RESEARCH, LLC652$22.7K0.03%+7613F-HRTimeline
FAS Wealth Partners, Inc.633$22K<0.01%-113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC569$19.8K<0.01%new13F-HRTimelineGroup
Global X Japan Co., Ltd.527$18.3K<0.01%+33013F-HRTimeline
Geneos Wealth Management Inc.515$17.9K<0.01%+28513F-HRTimeline
1620 INVESTMENT ADVISORS, INC.500$17.4K0.01%+12513F-HRTimeline
Allworth Financial LP316$11K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC215$7K<0.01%013F-HRTimelineGroup
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP165$6K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC156$5.43K<0.01%+10413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO80$2.78K<0.01%new13F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…50$1.74K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV23$800<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.