SMB Institutional Ownership & Shareholders
VANECK SHORT MUNI ETF (SMB) is currently held by 104 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $234.39M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $39.16M, representing an estimated loss of -0.86% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 65% 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
104
Total Reported Value
$234.39M
Largest Holder
Allworth Financial Lp
Largest Position
$39.50M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
124
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 | $39,156,987 | -$341,491 | -0.86% | |
| Bank Of America Corp | 0.00% | 1,541,824 | $26,750,648 | $26,519,373 | -$231,275 | -0.86% | |
| Morgan Stanley | 0.00% | 867,464 | $15,050,506 | $14,920,381 | -$130,125 | -0.86% | |
| Raymond James Financial Inc | 0.00% | 811,871 | $14,085,960 | $13,964,181 | -$121,779 | -0.86% | |
| Jpmorgan Chase & Co | 0.00% | 718,190 | $12,464,188 | $12,352,868 | -$111,320 | -0.89% | |
| Savant Capital, Llc | 0.03% | 597,809 | $10,356,041 | $10,282,315 | -$73,726 | -0.71% | |
| Lpl Financial Llc | 0.00% | 595,415 | $10,330,451 | $10,241,138 | -$89,313 | -0.86% | |
| Wells Fargo & Company/Mn | 0.00% | 589,883 | $10,234,472 | $10,145,988 | -$88,484 | -0.86% | |
| Stifel Financial Corp | 0.01% | 458,149 | $7,948,892 | $7,880,163 | -$68,729 | -0.86% | |
| Ameriprise Financial Inc | 0.00% | 390,628 | $6,777,392 | $6,718,802 | -$58,590 | -0.86% | |
| Ubs Group Ag | 0.00% | 352,364 | $6,113,515 | $6,060,661 | -$52,854 | -0.86% | |
| Sei Investments Co | 0.00% | 270,992 | $4,701,760 | $4,661,062 | -$40,698 | -0.87% | |
| My Wealth Management Inc. | 3.25% | 263,475 | $4,458,005 | $4,531,770 | +$73,765 | +1.65% | |
| Cerity Partners Llc | 0.01% | 239,576 | $4,156,639 | $4,120,707 | -$35,932 | -0.86% | |
| Condor Capital Management | 0.30% | 228,497 | $3,964,433 | $3,930,148 | -$34,285 | -0.86% | |
| Nicolet Bankshares Inc | 0.11% | 208,000 | $3,608,800 | $3,577,600 | -$31,200 | -0.86% | |
| Willis Johnson & Associates, Inc. | 0.20% | 204,147 | $3,541,951 | $3,511,328 | -$30,623 | -0.86% | |
| Independent Financial Group, Llc | 0.06% | 197,140 | $3,335,616 | $3,390,808 | +$55,192 | +1.65% | |
| Impactfolio, Llc | 1.10% | 178,684 | $3,023,332 | $3,073,365 | +$50,033 | +1.65% | |
| Janney Montgomery Scott Llc | 0.00% | 146,268 | $2,538,000 | $2,515,810 | -$22,190 | -0.87% | |
| Mml Investors Services, Llc | 0.00% | 130,814 | $2,269,624 | $2,250,001 | -$19,623 | -0.86% | |
| Gradient Investments Llc | 0.03% | 133,993 | $2,267,163 | $2,304,680 | +$37,517 | +1.65% | |
| Valeo Financial Advisors, Llc | 0.05% | 131,379 | $2,222,933 | $2,259,719 | +$36,786 | +1.65% | |
| Ascent Group, Llc | 0.06% | 111,478 | $1,886,208 | $1,917,422 | +$31,214 | +1.65% | |
| Jones Financial Companies Lllp | 0.00% | 103,767 | $1,801,388 | $1,784,792 | -$16,596 | -0.92% | |
| Sanctuary Advisors, Llc | 0.01% | 100,520 | $1,744,022 | $1,728,944 | -$15,078 | -0.86% | |
| Prosperity Consulting Group, Llc | 0.06% | 93,383 | $1,620,195 | $1,606,188 | -$14,007 | -0.86% | |
| Private Advisor Group, Llc | 0.01% | 90,266 | $1,566,117 | $1,552,575 | -$13,542 | -0.86% | |
| Foronjy Financial Llc | 0.53% | 89,871 | $1,520,625 | $1,545,781 | +$25,156 | +1.65% | |
| Westside Investment Management, Inc. | 0.17% | 74,357 | $1,290,103 | $1,278,940 | -$11,163 | -0.87% | |
| Integrated Wealth Concepts Llc | 0.01% | 65,073 | $1,129,012 | $1,119,256 | -$9,756 | -0.86% | |
| Elequin Capital, Lp | 0.04% | 64,721 | $1,122,909 | $1,113,201 | -$9,708 | -0.86% | |
| Envestnet Asset Management Inc | 0.00% | 64,434 | $1,117,923 | $1,108,265 | -$9,658 | -0.86% | |
| Osaic Holdings, Inc. | 0.00% | 51,618 | $895,557 | $887,830 | -$7,727 | -0.86% | |
| Bartlett & Co. Wealth Management Llc | 0.01% | 50,682 | $879,333 | $871,730 | -$7,603 | -0.86% | |
| Fas Wealth Partners, Inc. | 0.04% | 48,426 | $840,191 | $832,927 | -$7,264 | -0.86% | |
| Ameritas Investment Partners, Inc. | 0.02% | 48,233 | $836,835 | $829,608 | -$7,227 | -0.86% | |
| L2 Asset Management, Llc | 0.09% | 47,705 | $827,682 | $820,526 | -$7,156 | -0.86% | |
| Fifth Third Bancorp | 0.00% | 44,807 | $777,402 | $770,680 | -$6,722 | -0.86% | |
| J.W. Cole Advisors, Inc. | 0.01% | 38,483 | $667,674 | $661,908 | -$5,766 | -0.86% | |
| Arkadios Wealth Advisors | 0.01% | 38,414 | $666,479 | $660,721 | -$5,758 | -0.86% | |
| Beacon Pointe Advisors, Llc | 0.00% | 37,687 | $653,870 | $648,216 | -$5,654 | -0.86% | |
| Merit Financial Group, Llc | 0.00% | 37,040 | $642,637 | $637,088 | -$5,549 | -0.86% | |
| Composition Wealth, Llc | 0.01% | 36,552 | $634,182 | $628,694 | -$5,488 | -0.87% | |
| Private Trust Co Na | 0.04% | 32,060 | $542,455 | $551,432 | +$8,977 | +1.65% | |
| Cetera Investment Advisers | 0.00% | 31,000 | $537,844 | $533,200 | -$4,644 | -0.86% | |
| Orba Wealth Advisors, L.L.C. | 0.44% | 30,556 | $517,008 | $525,563 | +$8,555 | +1.65% | |
| Mariner, Llc | 0.00% | 29,371 | $509,584 | $505,181 | -$4,403 | -0.86% | |
| Stronghold Wealth Management L.L.C. | 0.69% | 29,685 | $502,270 | $510,582 | +$8,312 | +1.65% | |
| Lasalle St. Investment Advisors, Llc | 0.06% | 27,638 | $479,526 | $475,374 | -$4,152 | -0.87% |
Frequently asked questions about SMB
Who are the largest institutional holders of SMB?
The largest institutional holders of SMB reported in the latest SEC Form 13F filings include Allworth Financial Lp, Bank Of America Corp, Morgan Stanley, Raymond James Financial Inc, and Jpmorgan Chase & Co. InsiderSet ranks institutional holders by their latest reported SMB position.
What is SMB institutional ownership?
This page tracks SMB positions reported by institutional investment managers through SEC Form 13F. VANECK SHORT MUNI ETF (SMB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SMB?
InsiderSet currently tracks 104 institutional managers reporting SMB holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SMB shareholders.
How much SMB stock do institutions own?
Institutional investment managers disclosed approximately $234.39M in SMB holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SMB institutional ownership last updated?
The latest SMB institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SMB holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SMB position after the reporting date.
Are institutions buying or selling SMB?
Institutional buying and selling can be analyzed by comparing SMB positions across consecutive 13F reporting periods. InsiderSet's SMB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SMB ownership changes.
How has SMB institutional ownership changed over time?
InsiderSet tracks SMB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.