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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 %
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$2M +$2M +55,629 New
TA
27
TPG Advisors
Illinois
$1.97M +$47.7K +1,370 +2%
SI
28
Stephens Inc
Arkansas
$1.82M +$75.4K +2,168 +4%
FFA
29
First Foundation Advisors
California
$1.76M -$8.84K -254 -0.5%
Stifel Financial
30
Stifel Financial
Missouri
$1.72M +$13.4K +386 +0.8%
SPIA
31
Steward Partners Investment Advisory
New York
$1.71M -$33.1K -950 -2%
MFS
32
Mattson Financial Services
Michigan
$1.39M -$63.4K -1,822 -4%
AAS
33
Avantax Advisory Services
Texas
$1.33M +$1.33M +38,314 New
AWA
34
Acorn Wealth Advisors
Michigan
$1.23M -$115K -3,315 -9%
PW
35
Paladin Wealth
Minnesota
$1.15M +$72.6K +2,085 +7%
BFA
36
Beaumont Financial Advisors
Massachusetts
$1.11M -$42.3K -1,216 -4%
EWA
37
EP Wealth Advisors
California
$1.02M -$1.17M -33,575 -53%
SFPG
38
Stonebridge Financial Planning Group
Florida
$997K -$67.3K -1,934 -6%
PWP
39
Pursue Wealth Partners
California
$947K -$696K -20,000 -42%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$923K +$2.72K +78 +0.3%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$866K -$214K -6,147 -20%
HighTower Advisors
42
HighTower Advisors
Illinois
$861K -$1.18M -33,788 -58%
FFG
43
First Financial Group
North Carolina
$854K +$72.6K +2,085 +9%
ATC
44
Argent Trust Co
Tennessee
$827K -$34.8K -1,000 -4%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$782K +$352K +10,100 +82%
CFS
46
Coordinated Financial Services
Colorado
$778K +$187K +5,369 +32%
EH
47
Equitable Holdings
New York
$764K -$173K -4,979 -18%
SFS
48
Stiles Financial Services
Minnesota
$708K +$31.3K +898 +5%
CFCI
49
Comprehensive Financial Consultants Institutional
Indiana
$704K -$6.16K -177 -0.9%
LWA
50
Lowe Wealth Advisors
Maryland
$692K -$18.5K -532 -3%