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VanEck Morningstar SMID Moat ETF

100 hedge funds and large institutions have $296M invested in VanEck Morningstar SMID Moat ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 44 reducing their positions, and 10 closing their positions.

Holders
100
Holders Change
+2
Holders Change %
+2.04%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
12
Increased
34
Reduced
44
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GI
1
Gradient Investments
Minnesota
$43M +$849K +24,392 +2%
LPL Financial
2
LPL Financial
California
$40.3M -$3.9M -112,128 -9%
GLA
3
Great Lakes Advisors
Illinois
$34.8M +$2.26M +65,015 +7%
Bank of America
4
Bank of America
North Carolina
$21.2M +$3.34M +95,940 +19%
FMN
5
Financial Management Network
California
$20.2M +$211K +5,855 +1%
Morgan Stanley
6
Morgan Stanley
New York
$19.7M -$2.4M -68,958 -11%
AF
7
Apexium Financial
Texas
$11.3M -$652K -18,739 -5%
MFIM
8
Mesirow Financial Investment Management
Illinois
$8.93M -$430K -12,348 -5%
Raymond James Financial
9
Raymond James Financial
Florida
$6.19M -$3.04M -87,494 -33%
WIC
10
Woodmont Investment Counsel
Tennessee
$6.11M +$20.7K +595 +0.3%
FFA
11
Farther Finance Advisors
California
$5.35M -$2.55M -73,135 -32%
MML Investors Services
12
MML Investors Services
Massachusetts
$4.1M -$534K -15,330 -12%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$3.06M +$127K +3,641 +4%
TPWA
14
TRUE Private Wealth Advisors
Oregon
$3.06M -$81K -2,329 -3%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$3.04M -$64.5K -1,852 -2%
Osaic Holdings
16
Osaic Holdings
Arizona
$2.8M -$333K -9,666 -11%
FOR
17
Family Office Research
Maryland
$2.7M -$85.7K -2,463 -3%
EBSAM
18
Eubel Brady & Suttman Asset Management
Ohio
$2.69M -$20K -576 -0.7%
BFA
19
Brown Financial Advisors
Ohio
$2.55M -$45.6K -1,310 -2%
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$2.55M -$118K -3,390 -4%
SEA
21
Stegent Equity Advisors
Texas
$2.53M +$770K +22,134 +44%
KAS
22
Kestra Advisory Services
Texas
$2.44M -$2.8M -80,375 -53%
Jones Financial Companies
23
Jones Financial Companies
Missouri
$2.29M +$626K +18,026 +38%
PFS
24
Prospera Financial Services
Texas
$2.27M +$433K +12,457 +24%
CP
25
Creekside Partners
California
$2.27M +$9.43K +271 +0.4%