SMOT icon

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 %
IF
51
IRON Financial
Illinois
$647K +$13.5K +388 +2%
IWM
52
IHT Wealth Management
Illinois
$542K -$109K -3,130 -17%
PAMG
53
Patton Albertson Miller Group
Tennessee
$505K -$583K -16,763 -54%
EFS
54
Essex Financial Services
Connecticut
$504K -$113K -3,238 -18%
AC
55
AlphaCore Capital
California
$499K
Mariner
56
Mariner
Kansas
$478K -$21.4K -616 -4%
RC
57
Rovin Capital
Arizona
$477K
TP
58
Tranquility Partners
Tennessee
$474K +$7.97K +229 +2%
CFG
59
Copley Financial Group
California
$472K -$24.6K -706 -5%
AA
60
Ancora Advisors
Ohio
$454K +$45.9K +1,318 +11%
VA
61
VestGen Advisors
Illinois
$453K -$1.92M -55,307 -81%
Thrivent Financial for Lutherans
62
Thrivent Financial for Lutherans
Minnesota
$442K +$442K +12,688 New
SC
63
Soundwatch Capital
Connecticut
$439K +$2.19K +39 +0.5%
PWP
64
Principle Wealth Partners
Connecticut
$425K -$27.6M -794,058 -98%
AW
65
Atlas Wealth
Ohio
$403K -$130K -3,661 -24%
TRCT
66
Tower Research Capital (TRC)
New York
$386K +$98.9K +2,843 +34%
Comerica Bank
67
Comerica Bank
Texas
$374K -$7K -201 -2%
NA
68
NewEdge Advisors
Louisiana
$355K +$355K +10,193 New
CAL
69
Capital Analysts LLC
Pennsylvania
$335K -$105 -3 -0%
CIAS
70
Capital Investment Advisory Services
North Carolina
$311K -$59.8K -1,718 -16%
Envestnet Asset Management
71
Envestnet Asset Management
Illinois
$311K -$36.7K -1,055 -11%
CA
72
Calton & Associates
Florida
$307K +$661 +19 +0.2%
FA
73
Fermata Advisors
California
$298K +$298K +8,570 New
PAG
74
Private Advisor Group
New Jersey
$281K +$10.6K +304 +4%
IA
75
IFP Advisors
Florida
$252K +$13.4K +386 +6%