SMOT · VanEck Morningstar SMID Moat ETF ETF
$40.43
-0.21 (-0.51%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 3
Total Value: $2,359,772
Total Shares: 60,725
Institutional Ownership Trend
15 quarters
Holder Concentration
Across 3 13F filers · Δ vs Mar 31, 2026Top Holder
80.6%
+67.0 pts
Top 5
100.0%
+47.5 pts
Top 10
100.0%
+28.5 pts
HHI
6,686
Highly concentrated+5,990
Quarterly Activity
vs Mar 31, 2026
New
1
Increased
1
Decreased
1
Sold Out
105
Unchanged
0
Holder count:
-104
Institutional value:
-99.0%
Shares held:
-99.1%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Small Brown Financial Advisors | +486 | 48,946 |
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | −16,411 | 5,484 |
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Small Kinetic Wealth Investment Advisors LLC | 6,295 | $244,623 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega LPL Financial LLC | 930,882 | $32,757,737 | |
| Mid Gradient Investments LLC | 870,035 | $30,616,531 | |
| Large GREAT LAKES ADVISORS, LLC | 815,034 | $28,681,044 | |
| Mega MORGAN STANLEY | 493,502 | $17,366,335 | |
| Small FINANCIAL MANAGEMENT NETWORK INC | 476,202 | $16,757,548 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Small Brown Financial Advisors SMOT | $1,902,041 | 80.60% | 48,946 | Shares | 2026-08-26 | |
| Small Kinetic Wealth Investment Advisors LLC SMOT | $244,623 | 10.37% | 6,295 | Shares | 2026-09-02 | |
| Mega CITADEL ADVISORS LLC SMOT | $213,108 | 9.03% | 5,484 | Shares | 2026-09-02 |