VANECK SHORT MUNI ETF (SMB) Institutional Ownership Changes & 13F Activity
VANECK SHORT MUNI ETF (SMB). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Jpmorgan Chase & Co, Ameriprise Financial Inc, Raymond James Financial Inc, Stifel Financial Corp, and Bank Of America Corp.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Cherry Tree Wealth Management, Llc | Buy | +2,635 | +36.8% | 9,791 | $169.87K | Q2 2026 | Sep 15, 2026 |
| Integrated Wealth Concepts Llc | Buy | +20,994 | +47.6% | 65,073 | $1.13M | Q2 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Buy | +14,345 | — | 14,345 | $248.89K | Q2 2026 | Sep 02, 2026 |
| Beacon Pointe Advisors, Llc | Sell | -3,654 | -8.8% | 37,687 | $653.87K | Q2 2026 | Aug 18, 2026 |
| Ameriprise Financial Inc | Buy | +390,628 | — | 390,628 | $6.78M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -230,727 | -22.1% | 811,871 | $14.09M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -67,627 | -4.2% | 1,541,824 | $26.75M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +25,244 | +32.1% | 103,767 | $1.80M | Q2 2026 | Aug 14, 2026 |
| Sei Investments Co | Sell | -23,614 | -8.0% | 270,992 | $4.70M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +20,228 | +3.6% | 589,883 | $10.23M | Q2 2026 | Aug 14, 2026 |
| Natixis Advisors, Llc | Buy | +17,044 | — | 17,044 | $295.00K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +14,960 | +40.8% | 51,618 | $895.56K | Q2 2026 | Aug 14, 2026 |
| Thrivent Financial For Lutherans | Buy | +9,825 | +57.8% | 26,827 | $465.00K | Q2 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Buy | +6,661 | +2.9% | 239,576 | $4.16M | Q2 2026 | Aug 14, 2026 |
| Capital Asset Advisory Services Llc | Buy | +2,000 | +10.3% | 21,400 | $371.29K | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +862 | — | 862 | $14.96K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +452 | +3.4% | 13,882 | $241.00K | Q2 2026 | Aug 14, 2026 |
| Ameriflex Group, Inc. | Buy | +27 | — | 27 | $468.00 | Q2 2026 | Aug 14, 2026 |
| Elequin Capital, Lp | Buy | +64,721 | — | 64,721 | $1.12M | Q2 2026 | Aug 13, 2026 |
| L2 Asset Management, Llc | Buy | +47,705 | — | 47,705 | $827.68K | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +34,041 | +4.1% | 867,464 | $15.05M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +20,353 | +6.1% | 352,364 | $6.11M | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | Sell | -9,946 | -95.0% | 523 | $9.07K | Q2 2026 | Aug 13, 2026 |
| Prosperity Consulting Group, Llc | Sell | -9,776 | -9.5% | 93,383 | $1.62M | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, Llc | Sell | -3,408 | -3.3% | 100,520 | $1.74M | Q2 2026 | Aug 13, 2026 |
| Willis Johnson & Associates, Inc. | Sell | -2,505 | -1.2% | 204,147 | $3.54M | Q2 2026 | Aug 13, 2026 |
| Ameritas Investment Partners, Inc. | Buy | +1,424 | +3.0% | 48,233 | $836.84K | Q2 2026 | Aug 13, 2026 |
| Fmr Llc | Buy | +30 | +0.4% | 6,918 | $120.02K | Q2 2026 | Aug 13, 2026 |
| Jpmorgan Chase & Co | Buy | +718,190 | — | 718,190 | $12.46M | Q2 2026 | Aug 12, 2026 |
| Stifel Financial Corp | Buy | +86,719 | +23.3% | 458,149 | $7.95M | Q2 2026 | Aug 12, 2026 |
Frequently asked questions about SMB activity
Which institutional owners are buying SMB?
Institutional owners buying SMB include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in SMB activity?
"Buy" means an investor increased their reported position in SMB compared to the prior reporting period. This reflects growing exposure to VANECK SHORT MUNI ETF (SMB) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in SMB increasing?
Institutional interest in SMB can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.