SMHX Institutional Ownership & Shareholders
VANECK FABLES SMICNDCTR ETF (SMHX) is currently held by 51 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $81.01M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Assetmark, Inc is currently the largest disclosed institutional shareholder of SMHX tracked by InsiderSet, reporting ownership valued at approximately $22.09M in its September 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 $18.86M, representing an estimated loss of -14.63% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 86% of the total disclosed SMHX value among the investors covered in this analysis. Major shareholders include Assetmark, Inc, Black Swift Group, Llc, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in VANECK FABLES SMICNDCTR ETF (SMHX).
This page ranks the largest institutional SMHX 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
51
Total Reported Value
$81.01M
Largest Holder
Assetmark, Inc
Largest Position
$22.09M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
64
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Assetmark, Inc | 0.04% | 364,481 | $22,091,207 | $18,860,069 | -$3,231,138 | -14.63% | |
| Black Swift Group, Llc | 2.94% | 318,447 | $20,345,579 | $16,478,040 | -$3,867,539 | -19.01% | |
| Lpl Financial Llc | 0.00% | 118,337 | $7,560,545 | $6,123,348 | -$1,437,197 | -19.01% | |
| Wbi Investments, Llc | 1.79% | 112,755 | $7,203,893 | $5,834,507 | -$1,369,386 | -19.01% | |
| Quadrature Capital Ltd | 0.03% | 48,554 | $3,102,115 | $2,512,427 | -$589,688 | -19.01% | |
| Provenance Wealth Advisors, Llc | 0.16% | 45,338 | $2,747,936 | $2,346,015 | -$401,921 | -14.63% | |
| Minichmacgregor Wealth Management, Llc | 0.41% | 42,362 | $2,567,561 | $2,192,022 | -$375,539 | -14.63% | |
| Bank Of America Corp | 0.00% | 30,125 | $1,924,686 | $1,558,818 | -$365,868 | -19.01% | |
| D. E. Shaw & Co., Inc. | 0.00% | 19,479 | $1,244,513 | $1,007,941 | -$236,572 | -19.01% | |
| Bxm Wealth Llc | 0.64% | 18,390 | $1,174,937 | $951,591 | -$223,346 | -19.01% | |
| Echo45 Advisors Llc | 0.48% | 17,480 | $1,059,436 | $904,503 | -$154,933 | -14.62% | |
| Columbus Macro, Llc | 0.08% | 14,052 | $851,692 | $727,121 | -$124,571 | -14.63% | |
| Aqr Capital Management Llc | 0.00% | 13,067 | $834,851 | $676,152 | -$158,699 | -19.01% | |
| Western Wealth Management, Llc | 0.03% | 12,040 | $769,240 | $623,010 | -$146,230 | -19.01% | |
| Grimes & Co Wealth Management, Llc | 0.02% | 12,226 | $741,017 | $632,634 | -$108,383 | -14.63% | |
| Envestnet Asset Management Inc | 0.00% | 9,550 | $610,150 | $494,165 | -$115,985 | -19.01% | |
| Cetera Investment Advisers | 0.00% | 9,307 | $594,625 | $481,591 | -$113,034 | -19.01% | |
| Commonwealth Equity Services, Llc | 0.00% | 9,107 | $581,830 | $471,242 | -$110,588 | -19.01% | |
| Hrt Financial Lp | 0.00% | 8,444 | $539,000 | $436,935 | -$102,065 | -18.94% | |
| Pennsylvania Capital Management Inc | 0.13% | 7,810 | $498,981 | $404,128 | -$94,853 | -19.01% | |
| Raymond James Financial Inc | 0.00% | 7,076 | $452,086 | $366,148 | -$85,938 | -19.01% | |
| Maridea Wealth Management Llc | 0.05% | 6,840 | $437,008 | $353,936 | -$83,072 | -19.01% | |
| Center For Asset Management Llc | 0.20% | 7,163 | $434,155 | $370,649 | -$63,506 | -14.63% | |
| Apollon Wealth Management, Llc | 0.00% | 6,150 | $372,752 | $318,232 | -$54,520 | -14.63% | |
| Pfg Investments, Llc | 0.01% | 4,786 | $305,778 | $247,652 | -$58,126 | -19.01% | |
| Concorde Asset Management, Llc | 0.16% | 4,433 | $283,224 | $229,386 | -$53,838 | -19.01% | |
| Advisory Services Network, Llc | 0.00% | 4,364 | $278,816 | $225,815 | -$53,001 | -19.01% | |
| Gladstone Institutional Advisory Llc | 0.01% | 4,345 | $277,602 | $224,832 | -$52,770 | -19.01% | |
| Susquehanna International Group, Llp | 0.00% | 4,278 | $273,321 | $221,365 | -$51,956 | -19.01% | |
| Brookstone Capital Management | 0.00% | 3,479 | $210,849 | $180,021 | -$30,828 | -14.62% | |
| Osaic Holdings, Inc. | 0.00% | 3,008 | $192,180 | $155,649 | -$36,531 | -19.01% | |
| Cape Investment Advisory, Inc. | 0.02% | 1,225 | $74,247 | $63,388 | -$10,859 | -14.63% | |
| Farther Finance Advisors, Llc | 0.00% | 1,049 | $63,580 | $54,281 | -$9,299 | -14.63% | |
| Private Trust Co Na | 0.00% | 1,000 | $60,610 | $51,745 | -$8,865 | -14.63% | |
| Royal Bank Of Canada | 0.00% | 828 | $53,000 | $42,845 | -$10,155 | -19.16% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 643 | $41,081 | $33,272 | -$7,809 | -19.01% | |
| Kingdom Financial Group Llc. | 0.01% | 526 | $33,614 | $27,218 | -$6,396 | -19.03% | |
| Atlantic Union Bankshares Corp | 0.00% | 500 | $31,945 | $25,873 | -$6,073 | -19.01% | |
| Ameritas Advisory Services, Llc | 0.00% | 317 | $20,253 | $16,403 | -$3,850 | -19.01% | |
| Td Waterhouse Canada Inc. | 0.00% | 274 | $16,941 | $14,178 | -$2,763 | -16.31% | |
| Rossby Financial, Lcc | 0.00% | 227 | $14,503 | $11,746 | -$2,757 | -19.01% | |
| Van Eck Associates Corp | 0.00% | 155 | $9,903 | $8,020 | -$1,883 | -19.01% | |
| Capital Investment Advisory Services, Llc | 0.00% | 117 | $7,025 | $6,054 | -$971 | -13.82% | |
| Continuum Advisory, Llc | 0.00% | 73 | $4,664 | $3,777 | -$887 | -19.01% | |
| Armstrong Advisory Group, Inc | 0.00% | 57 | $3,455 | $2,949 | -$506 | -14.63% | |
| Us Bancorp \De\ | 0.00% | 52 | $3,322 | $2,691 | -$631 | -19.00% | |
| Fmr Llc | 0.00% | 40 | $2,533 | $2,070 | -$463 | -18.29% | |
| Darwin Wealth Management, Llc | 0.00% | 36 | $2,301 | $1,863 | -$438 | -19.04% | |
| Wells Fargo & Company/Mn | 0.00% | 31 | $1,981 | $1,604 | -$377 | -19.03% | |
| Frazier Financial Advisors, Llc | 0.00% | 28 | $1,790 | $1,449 | -$341 | -19.06% |
Frequently asked questions about SMHX
Who are the largest institutional holders of SMHX?
The largest institutional holders of SMHX reported in the latest SEC Form 13F filings include Assetmark, Inc, Black Swift Group, Llc, Lpl Financial Llc, Wbi Investments, Llc, and Quadrature Capital Ltd. InsiderSet ranks institutional holders by their latest reported SMHX position.
What is SMHX institutional ownership?
This page tracks SMHX positions reported by institutional investment managers through SEC Form 13F. VANECK FABLES SMICNDCTR ETF (SMHX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SMHX?
InsiderSet currently tracks 51 institutional managers reporting SMHX 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 SMHX shareholders.
How much SMHX stock do institutions own?
Institutional investment managers disclosed approximately $81.01M in SMHX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SMHX institutional ownership last updated?
The latest SMHX 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 SMHX 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 SMHX position after the reporting date.
Are institutions buying or selling SMHX?
Institutional buying and selling can be analyzed by comparing SMHX positions across consecutive 13F reporting periods. InsiderSet's SMHX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SMHX ownership changes.
How has SMHX institutional ownership changed over time?
InsiderSet tracks SMHX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.