VANECK SEMICONDUCTOR ETF (SMH) Institutional Ownership
SMH is currently held by 5 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $169.76M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.
The largest disclosed holder is Renaissance Technologies LLC, which reported ownership valued at approximately $141.66M in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Renaissance Technologies LLC's SMH position is now estimated to be worth approximately $229.84M, representing an estimated gain of +62.25% since the filing period.
Major shareholders tracked on this page include Renaissance Technologies LLC, Third Point, Situational Awareness Partners, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.
This page tracks fund ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward VANECK SEMICONDUCTOR ETF (SMH).
Institutional Ownership Trend
| Portfolio quarter | Institutional holders | Total reported value | Total shares |
|---|---|---|---|
| Q1 2026 | 5 | $169,760,468 | 446,097 |
| Q4 2025 | 2 | $2,804,858 | 11,175 |
| Q3 2025 | 3 | $95,335,415 | 295,454 |
| Q2 2025 | 1 | $665,966 | 2,388 |
| Q1 2025 | 2 | $53,895,690 | 254,862 |
| Q4 2024 | 2 | $20,841,375 | 86,061 |
| Q3 2024 | 1 | $742,980 | 3,027 |
| Q2 2024 | 1 | $647,197 | 2,483 |
| Q1 2024 | 1 | $407,100 | 1,809 |
| Q4 2023 | 2 | $287,552 | 106,691 |
| Q3 2023 | 1 | $209,062 | 1,442 |
| Q4 2022 | 1 | $1,363 | 6,717 |
Related SMH Institutional Insights:
- SMH Institutional Ownership & Insiders Activity
- SMH Institutional Ownership & 13F Activity
- SMH Top Institutional Shareholders
- SMH Institutional Buying Activity
- SMH Institutional Selling Activity
- Institutional Portfolio Overlap & Shared Holdings
- SMH Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings