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 $209.41M 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 $41.09M in its March 31, 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 $40.83M, representing an estimated loss of -0.64% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 70% of the total disclosed SMB value among the investors covered in this analysis. Major shareholders include Allworth Financial Lp, Bank Of America Corp, Raymond James Financial Inc, 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
100
Total Reported Value
$209.41M
Largest Holder
Allworth Financial Lp
Largest Position
$41.09M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
113
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% | 2,375,010 | $41,087,670 | $40,826,422 | -$261,248 | -0.64% | |
| Bank Of America Corp | 0.00% | 1,609,451 | $27,843,495 | $27,666,463 | -$177,032 | -0.64% | |
| Raymond James Financial Inc | 0.01% | 1,042,598 | $18,036,939 | $17,922,260 | -$114,679 | -0.64% | |
| Morgan Stanley | 0.00% | 833,423 | $14,418,232 | $14,326,541 | -$91,691 | -0.64% | |
| Wells Fargo & Company/Mn | 0.00% | 569,655 | $9,855,031 | $9,792,369 | -$62,662 | -0.64% | |
| Lpl Financial Llc | 0.00% | 556,678 | $9,630,521 | $9,569,295 | -$61,226 | -0.64% | |
| Ameriprise Financial Inc | 0.00% | 434,429 | $7,559,763 | $7,467,835 | -$91,928 | -1.22% | |
| Stifel Financial Corp | 0.01% | 371,430 | $6,425,748 | $6,384,882 | -$40,866 | -0.64% | |
| Ubs Group Ag | 0.00% | 332,011 | $5,743,791 | $5,707,269 | -$36,522 | -0.64% | |
| Savant Capital, Llc | 0.03% | 318,739 | $5,514,187 | $5,479,123 | -$35,064 | -0.64% | |
| Sei Investments Co | 0.00% | 294,606 | $5,096,640 | $5,064,277 | -$32,363 | -0.63% | |
| Cerity Partners Llc | 0.01% | 232,915 | $4,029,421 | $4,003,809 | -$25,612 | -0.64% | |
| Condor Capital Management | 0.33% | 227,866 | $3,942,091 | $3,917,017 | -$25,074 | -0.64% | |
| Nicolet Bankshares Inc | 0.13% | 208,000 | $3,598,400 | $3,575,520 | -$22,880 | -0.64% | |
| Willis Johnson & Associates, Inc. | 0.21% | 206,652 | $3,575,080 | $3,552,348 | -$22,732 | -0.64% | |
| Independent Financial Group, Llc | 0.06% | 185,432 | $3,217,243 | $3,187,576 | -$29,667 | -0.92% | |
| Impactfolio, Llc | 1.14% | 174,525 | $3,028,009 | $3,000,085 | -$27,924 | -0.92% | |
| Gradient Investments Llc | 0.03% | 135,162 | $2,345,061 | $2,323,435 | -$21,626 | -0.92% | |
| Valeo Financial Advisors, Llc | 0.05% | 134,006 | $2,325,004 | $2,303,563 | -$21,441 | -0.92% | |
| Sanctuary Advisors, Llc | 0.01% | 103,928 | $1,797,963 | $1,786,522 | -$11,441 | -0.64% | |
| Prosperity Consulting Group, Llc | 0.08% | 103,159 | $1,784,651 | $1,773,303 | -$11,348 | -0.64% | |
| Private Advisor Group, Llc | 0.01% | 90,266 | $1,566,117 | $1,551,673 | -$14,444 | -0.92% | |
| Mml Investors Services, Llc | 0.00% | 88,481 | $1,530,718 | $1,520,988 | -$9,730 | -0.64% | |
| Jones Financial Companies Lllp | 0.00% | 78,523 | $1,357,278 | $1,349,810 | -$7,468 | -0.55% | |
| Westside Investment Management, Inc. | 0.17% | 74,357 | $1,290,103 | $1,278,197 | -$11,906 | -0.92% | |
| Ascent Group, Llc | 0.03% | 65,349 | $1,133,805 | $1,123,349 | -$10,456 | -0.92% | |
| Envestnet Asset Management Inc | 0.00% | 64,434 | $1,117,923 | $1,107,620 | -$10,303 | -0.92% | |
| Cetera Investment Advisers | 0.00% | 51,920 | $898,211 | $892,505 | -$5,706 | -0.64% | |
| Bartlett & Co. Wealth Management Llc | 0.01% | 50,682 | $879,333 | $871,224 | -$8,109 | -0.92% | |
| Fas Wealth Partners, Inc. | 0.04% | 48,426 | $840,191 | $832,443 | -$7,748 | -0.92% | |
| Ameritas Investment Partners, Inc. | 0.02% | 46,809 | $809,798 | $804,647 | -$5,151 | -0.64% | |
| Fifth Third Bancorp | 0.00% | 46,386 | $802,486 | $797,375 | -$5,111 | -0.64% | |
| Integrated Wealth Concepts Llc | 0.01% | 44,079 | $762,560 | $757,718 | -$4,842 | -0.63% | |
| Foronjy Financial Llc | 0.27% | 43,125 | $748,211 | $741,319 | -$6,892 | -0.92% | |
| Beacon Pointe Advisors, Llc | 0.00% | 41,341 | $715,200 | $710,652 | -$4,548 | -0.64% | |
| J.W. Cole Advisors, Inc. | 0.01% | 38,483 | $667,674 | $661,523 | -$6,151 | -0.92% | |
| Merit Financial Group, Llc | 0.00% | 37,040 | $642,637 | $636,718 | -$5,919 | -0.92% | |
| Composition Wealth, Llc | 0.01% | 36,552 | $634,182 | $628,329 | -$5,853 | -0.92% | |
| Osaic Holdings, Inc. | 0.00% | 36,658 | $634,176 | $630,151 | -$4,025 | -0.63% | |
| Arkadios Wealth Advisors | 0.01% | 35,566 | $615,297 | $611,380 | -$3,917 | -0.64% | |
| Private Trust Co Na | 0.04% | 32,060 | $556,241 | $551,111 | -$5,130 | -0.92% | |
| Stronghold Wealth Management L.L.C. | 0.70% | 30,072 | $521,749 | $516,938 | -$4,811 | -0.92% | |
| Orba Wealth Advisors, L.L.C. | 0.45% | 30,023 | $520,899 | $516,095 | -$4,804 | -0.92% | |
| Mariner, Llc | 0.00% | 29,371 | $508,116 | $504,887 | -$3,229 | -0.64% | |
| Diversified Portfolios, Inc. | 0.04% | 25,476 | $440,735 | $437,932 | -$2,803 | -0.64% | |
| Jane Street Group, Llc | 0.00% | 23,508 | $406,688 | $404,103 | -$2,585 | -0.64% | |
| Liberty Square Wealth Partners Llc | 0.11% | 21,762 | $376,483 | $374,089 | -$2,394 | -0.64% | |
| Envestnet Portfolio Solutions, Inc. | 0.00% | 21,587 | $374,534 | $371,081 | -$3,453 | -0.92% | |
| Axxcess Wealth Management, Llc | 0.01% | 21,400 | $371,290 | $367,866 | -$3,424 | -0.92% | |
| Tower Research Capital Llc (Trc) | 0.01% | 21,073 | $364,563 | $362,245 | -$2,318 | -0.64% |
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.