VANECK SHORT MUNI ETF (SMB) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $203.95M 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 $41.17M, representing an estimated gain of +0.20% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 72% 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
98
Total Reported Value
$203.95M
Largest Holder
Allworth Financial Lp
Largest Position
$41.09M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
109
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 | $41,170,798 | +$83,128 | +0.20% | |
| Bank Of America Corp | 0.00% | 1,609,451 | $27,843,495 | $27,899,833 | +$56,338 | +0.20% | |
| Raymond James Financial Inc | 0.01% | 1,042,598 | $18,036,939 | $18,073,436 | +$36,497 | +0.20% | |
| Morgan Stanley | 0.00% | 833,423 | $14,418,232 | $14,447,388 | +$29,156 | +0.20% | |
| Wells Fargo & Company/Mn | 0.00% | 569,655 | $9,855,031 | $9,874,969 | +$19,938 | +0.20% | |
| Lpl Financial Llc | 0.00% | 556,678 | $9,630,521 | $9,650,013 | +$19,492 | +0.20% | |
| Ameriprise Financial Inc | 0.00% | 434,429 | $7,559,763 | $7,530,827 | -$28,936 | -0.38% | |
| Stifel Financial Corp | 0.01% | 371,430 | $6,425,748 | $6,438,739 | +$12,991 | +0.20% | |
| Ubs Group Ag | 0.00% | 332,011 | $5,743,791 | $5,755,411 | +$11,620 | +0.20% | |
| Savant Capital, Llc | 0.03% | 318,739 | $5,514,187 | $5,525,341 | +$11,154 | +0.20% | |
| Sei Investments Co | 0.00% | 294,606 | $5,096,640 | $5,106,995 | +$10,355 | +0.20% | |
| Cerity Partners Llc | 0.01% | 232,915 | $4,029,421 | $4,037,582 | +$8,161 | +0.20% | |
| Condor Capital Management | 0.33% | 227,866 | $3,942,091 | $3,950,057 | +$7,966 | +0.20% | |
| Nicolet Bankshares Inc | 0.13% | 208,000 | $3,598,400 | $3,605,680 | +$7,280 | +0.20% | |
| Willis Johnson & Associates, Inc. | 0.21% | 206,652 | $3,575,080 | $3,582,312 | +$7,232 | +0.20% | |
| Impactfolio, Llc | 1.27% | 172,924 | $2,991,590 | $2,997,638 | +$6,048 | +0.20% | |
| Valeo Financial Advisors, Llc | 0.06% | 136,672 | $2,364,426 | $2,369,209 | +$4,783 | +0.20% | |
| Gradient Investments Llc | 0.04% | 135,058 | $2,336,503 | $2,341,230 | +$4,727 | +0.20% | |
| Sanctuary Advisors, Llc | 0.01% | 103,928 | $1,797,963 | $1,801,592 | +$3,629 | +0.20% | |
| Prosperity Consulting Group, Llc | 0.08% | 103,159 | $1,784,651 | $1,788,261 | +$3,610 | +0.20% | |
| Mml Investors Services, Llc | 0.00% | 88,481 | $1,530,718 | $1,533,818 | +$3,100 | +0.20% | |
| Private Advisor Group, Llc | 0.01% | 84,500 | $1,461,856 | $1,464,808 | +$2,952 | +0.20% | |
| Jones Financial Companies Lllp | 0.00% | 78,523 | $1,357,278 | $1,361,196 | +$3,918 | +0.29% | |
| Westside Investment Management, Inc. | 0.20% | 73,843 | $1,277,488 | $1,280,068 | +$2,580 | +0.20% | |
| Envestnet Asset Management Inc | 0.00% | 66,408 | $1,148,855 | $1,151,183 | +$2,328 | +0.20% | |
| Bartlett & Co. Wealth Management Llc | 0.01% | 54,863 | $948,397 | $951,050 | +$2,653 | +0.28% | |
| Cetera Investment Advisers | 0.00% | 51,920 | $898,211 | $900,033 | +$1,822 | +0.20% | |
| Ameritas Investment Partners, Inc. | 0.02% | 46,809 | $809,798 | $811,434 | +$1,636 | +0.20% | |
| Fifth Third Bancorp | 0.00% | 46,386 | $802,486 | $804,101 | +$1,615 | +0.20% | |
| Integrated Wealth Concepts Llc | 0.01% | 44,079 | $762,560 | $764,109 | +$1,549 | +0.20% | |
| Ascent Group, Llc | 0.03% | 42,990 | $743,727 | $745,232 | +$1,505 | +0.20% | |
| Beacon Pointe Advisors, Llc | 0.00% | 41,341 | $715,200 | $716,646 | +$1,446 | +0.20% | |
| Composition Wealth, Llc | 0.01% | 38,551 | $666,932 | $668,282 | +$1,350 | +0.20% | |
| Merit Financial Group, Llc | 0.00% | 36,828 | $637,129 | $638,413 | +$1,284 | +0.20% | |
| Osaic Holdings, Inc. | 0.00% | 36,658 | $634,176 | $635,466 | +$1,290 | +0.20% | |
| J.W. Cole Advisors, Inc. | 0.02% | 36,346 | $628,788 | $630,058 | +$1,270 | +0.20% | |
| Arkadios Wealth Advisors | 0.01% | 35,566 | $615,297 | $616,537 | +$1,240 | +0.20% | |
| Private Trust Co Na | 0.05% | 32,060 | $554,638 | $555,760 | +$1,122 | +0.20% | |
| Stronghold Wealth Management L.L.C. | 0.79% | 30,239 | $523,135 | $524,193 | +$1,058 | +0.20% | |
| Mariner, Llc | 0.00% | 29,371 | $508,116 | $509,146 | +$1,030 | +0.20% | |
| Orba Wealth Advisors, L.L.C. | 0.59% | 28,752 | $497,410 | $498,416 | +$1,006 | +0.20% | |
| Envestnet Portfolio Solutions, Inc. | 0.00% | 26,479 | $458,087 | $459,013 | +$926 | +0.20% | |
| Diversified Portfolios, Inc. | 0.04% | 25,476 | $440,735 | $441,626 | +$891 | +0.20% | |
| Jane Street Group, Llc | 0.00% | 23,508 | $406,688 | $407,511 | +$823 | +0.20% | |
| Commonwealth Equity Services, Llc | 0.00% | 22,010 | $380,770 | $381,543 | +$773 | +0.20% | |
| Liberty Square Wealth Partners Llc | 0.11% | 21,762 | $376,483 | $377,244 | +$761 | +0.20% | |
| Tower Research Capital Llc (Trc) | 0.01% | 21,073 | $364,563 | $365,300 | +$737 | +0.20% | |
| Juncture Wealth Strategies, Llc | 0.12% | 20,463 | $354,010 | $354,726 | +$716 | +0.20% | |
| Capital Asset Advisory Services Llc | 0.01% | 19,400 | $335,911 | $336,299 | +$388 | +0.12% | |
| One Capital Management, Llc | 0.01% | 18,463 | $319,409 | $320,056 | +$647 | +0.20% |
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.