VANECK SHORT MUNI ETF (SMB) Institutional Shareholders
VANECK SHORT MUNI ETF (SMB) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $233.24M in SMB holdings during the latest filing period.
Allworth Financial Lp is currently the largest disclosed institutional shareholder of SMB tracked by InsiderSet, reporting ownership valued at approximately $39.50M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $38.91M, representing an estimated loss of -1.50% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 66% of the total disclosed SMB value among the investors covered in this analysis. Major shareholders include Allworth Financial Lp, Bank Of America Corp, Morgan Stanley, and several other long-term asset managers with concentrated positions in VANECK SHORT MUNI ETF (SMB).
This page ranks the largest institutional SMB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
101
Total Reported Value
$233.24M
Largest Holder
Allworth Financial Lp
Largest Position
$39.50M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
119
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Allworth Financial Lp | 0.17% | 2,276,569 | $39,498,478 | $38,906,564 | -$591,914 | -1.50% | |
| Bank Of America Corp | 0.00% | 1,541,824 | $26,750,648 | $26,349,772 | -$400,876 | -1.50% | |
| Morgan Stanley | 0.00% | 867,464 | $15,050,506 | $14,824,960 | -$225,546 | -1.50% | |
| Raymond James Financial Inc | 0.00% | 811,871 | $14,085,960 | $13,874,875 | -$211,085 | -1.50% | |
| Jpmorgan Chase & Co | 0.00% | 718,190 | $12,464,188 | $12,273,867 | -$190,321 | -1.53% | |
| Savant Capital, Llc | 0.03% | 597,809 | $10,356,041 | $10,216,556 | -$139,485 | -1.35% | |
| Lpl Financial Llc | 0.00% | 595,415 | $10,330,451 | $10,175,642 | -$154,809 | -1.50% | |
| Wells Fargo & Company/Mn | 0.00% | 589,883 | $10,234,472 | $10,081,100 | -$153,372 | -1.50% | |
| Stifel Financial Corp | 0.01% | 458,149 | $7,948,892 | $7,829,766 | -$119,126 | -1.50% | |
| Ameriprise Financial Inc | 0.00% | 390,628 | $6,777,392 | $6,675,833 | -$101,559 | -1.50% | |
| Ubs Group Ag | 0.00% | 352,364 | $6,113,515 | $6,021,901 | -$91,614 | -1.50% | |
| Sei Investments Co | 0.00% | 270,992 | $4,701,760 | $4,631,253 | -$70,507 | -1.50% | |
| My Wealth Management Inc. | 3.16% | 258,905 | $4,492,002 | $4,424,686 | -$67,316 | -1.50% | |
| Cerity Partners Llc | 0.01% | 239,576 | $4,156,639 | $4,094,354 | -$62,285 | -1.50% | |
| Condor Capital Management | 0.30% | 228,497 | $3,964,433 | $3,905,014 | -$59,419 | -1.50% | |
| Nicolet Bankshares Inc | 0.11% | 208,000 | $3,608,800 | $3,554,720 | -$54,080 | -1.50% | |
| Willis Johnson & Associates, Inc. | 0.20% | 204,147 | $3,541,951 | $3,488,872 | -$53,079 | -1.50% | |
| Independent Financial Group, Llc | 0.06% | 185,432 | $3,217,243 | $3,169,033 | -$48,210 | -1.50% | |
| Impactfolio, Llc | 1.14% | 174,525 | $3,028,009 | $2,982,632 | -$45,377 | -1.50% | |
| Janney Montgomery Scott Llc | 0.00% | 146,268 | $2,538,000 | $2,499,720 | -$38,280 | -1.51% | |
| Gradient Investments Llc | 0.03% | 135,162 | $2,345,061 | $2,309,919 | -$35,142 | -1.50% | |
| Valeo Financial Advisors, Llc | 0.05% | 134,006 | $2,325,004 | $2,290,163 | -$34,841 | -1.50% | |
| Mml Investors Services, Llc | 0.00% | 130,814 | $2,269,624 | $2,235,611 | -$34,013 | -1.50% | |
| Jones Financial Companies Lllp | 0.00% | 103,767 | $1,801,388 | $1,773,378 | -$28,010 | -1.55% | |
| Sanctuary Advisors, Llc | 0.01% | 100,520 | $1,744,022 | $1,717,887 | -$26,135 | -1.50% | |
| Prosperity Consulting Group, Llc | 0.06% | 93,383 | $1,620,195 | $1,595,915 | -$24,280 | -1.50% | |
| Private Advisor Group, Llc | 0.01% | 90,266 | $1,566,117 | $1,542,646 | -$23,471 | -1.50% | |
| Westside Investment Management, Inc. | 0.17% | 74,357 | $1,290,103 | $1,270,761 | -$19,342 | -1.50% | |
| Ascent Group, Llc | 0.03% | 65,349 | $1,133,805 | $1,116,814 | -$16,991 | -1.50% | |
| Integrated Wealth Concepts Llc | 0.01% | 65,073 | $1,129,012 | $1,112,098 | -$16,914 | -1.50% | |
| Elequin Capital, Lp | 0.04% | 64,721 | $1,122,909 | $1,106,082 | -$16,827 | -1.50% | |
| Envestnet Asset Management Inc | 0.00% | 64,434 | $1,117,923 | $1,101,177 | -$16,746 | -1.50% | |
| Osaic Holdings, Inc. | 0.00% | 51,618 | $895,557 | $882,152 | -$13,405 | -1.50% | |
| Bartlett & Co. Wealth Management Llc | 0.01% | 50,682 | $879,333 | $866,155 | -$13,178 | -1.50% | |
| Fas Wealth Partners, Inc. | 0.04% | 48,426 | $840,191 | $827,600 | -$12,591 | -1.50% | |
| Ameritas Investment Partners, Inc. | 0.02% | 48,233 | $836,835 | $824,302 | -$12,533 | -1.50% | |
| L2 Asset Management, Llc | 0.09% | 47,705 | $827,682 | $815,278 | -$12,404 | -1.50% | |
| Fifth Third Bancorp | 0.00% | 44,807 | $777,402 | $765,752 | -$11,650 | -1.50% | |
| Foronjy Financial Llc | 0.27% | 43,125 | $748,211 | $737,006 | -$11,205 | -1.50% | |
| J.W. Cole Advisors, Inc. | 0.01% | 38,483 | $667,674 | $657,674 | -$10,000 | -1.50% | |
| Arkadios Wealth Advisors | 0.01% | 38,414 | $666,479 | $656,495 | -$9,984 | -1.50% | |
| Beacon Pointe Advisors, Llc | 0.00% | 37,687 | $653,870 | $644,071 | -$9,799 | -1.50% | |
| Merit Financial Group, Llc | 0.00% | 37,040 | $642,637 | $633,014 | -$9,623 | -1.50% | |
| Composition Wealth, Llc | 0.01% | 36,552 | $634,182 | $624,674 | -$9,508 | -1.50% | |
| Private Trust Co Na | 0.04% | 32,060 | $556,241 | $547,905 | -$8,336 | -1.50% | |
| Cetera Investment Advisers | 0.00% | 31,000 | $537,844 | $529,790 | -$8,054 | -1.50% | |
| Stronghold Wealth Management L.L.C. | 0.70% | 30,072 | $521,749 | $513,930 | -$7,819 | -1.50% | |
| Orba Wealth Advisors, L.L.C. | 0.45% | 30,023 | $520,899 | $513,093 | -$7,806 | -1.50% | |
| Mariner, Llc | 0.00% | 29,371 | $509,584 | $501,950 | -$7,634 | -1.50% | |
| Lasalle St. Investment Advisors, Llc | 0.06% | 27,638 | $479,526 | $472,333 | -$7,193 | -1.50% |
Frequently asked questions about SMB
Who owns the most SMB stock?
The largest holders of SMB are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for VANECK SHORT MUNI ETF (SMB).
Is SMB widely held by superinvestors?
Many widely followed stocks like SMB appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SMB is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.