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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Cherry Tree Wealth Management, LlcBuy+2,635+36.8%9,791$169.87KQ2 2026Sep 15, 2026
Integrated Wealth Concepts LlcBuy+20,994+47.6%65,073$1.13MQ2 2026Sep 09, 2026
Citadel Advisors LlcBuy+14,34514,345$248.89KQ2 2026Sep 02, 2026
Beacon Pointe Advisors, LlcSell-3,654-8.8%37,687$653.87KQ2 2026Aug 18, 2026
Ameriprise Financial IncBuy+390,628390,628$6.78MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-230,727-22.1%811,871$14.09MQ2 2026Aug 14, 2026
Bank Of America CorpSell-67,627-4.2%1,541,824$26.75MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+25,244+32.1%103,767$1.80MQ2 2026Aug 14, 2026
Sei Investments CoSell-23,614-8.0%270,992$4.70MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+20,228+3.6%589,883$10.23MQ2 2026Aug 14, 2026
Natixis Advisors, LlcBuy+17,04417,044$295.00KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+14,960+40.8%51,618$895.56KQ2 2026Aug 14, 2026
Thrivent Financial For LutheransBuy+9,825+57.8%26,827$465.00KQ2 2026Aug 14, 2026
Cerity Partners LlcBuy+6,661+2.9%239,576$4.16MQ2 2026Aug 14, 2026
Capital Asset Advisory Services LlcBuy+2,000+10.3%21,400$371.29KQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+862862$14.96KQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+452+3.4%13,882$241.00KQ2 2026Aug 14, 2026
Ameriflex Group, Inc.Buy+2727$468.00Q2 2026Aug 14, 2026
Elequin Capital, LpBuy+64,72164,721$1.12MQ2 2026Aug 13, 2026
L2 Asset Management, LlcBuy+47,70547,705$827.68KQ2 2026Aug 13, 2026
Morgan StanleyBuy+34,041+4.1%867,464$15.05MQ2 2026Aug 13, 2026
Ubs Group AgBuy+20,353+6.1%352,364$6.11MQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Sell-9,946-95.0%523$9.07KQ2 2026Aug 13, 2026
Prosperity Consulting Group, LlcSell-9,776-9.5%93,383$1.62MQ2 2026Aug 13, 2026
Sanctuary Advisors, LlcSell-3,408-3.3%100,520$1.74MQ2 2026Aug 13, 2026
Willis Johnson & Associates, Inc.Sell-2,505-1.2%204,147$3.54MQ2 2026Aug 13, 2026
Ameritas Investment Partners, Inc.Buy+1,424+3.0%48,233$836.84KQ2 2026Aug 13, 2026
Fmr LlcBuy+30+0.4%6,918$120.02KQ2 2026Aug 13, 2026
Jpmorgan Chase & CoBuy+718,190718,190$12.46MQ2 2026Aug 12, 2026
Stifel Financial CorpBuy+86,719+23.3%458,149$7.95MQ2 2026Aug 12, 2026
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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.