VANECK MORNINGSTAR SMID MOAT (SMOT) Institutional Shareholders
VANECK MORNINGSTAR SMID MOAT (SMOT) 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 $241.10M in SMOT holdings during the latest filing period.
Gradient Investments Llc is currently the largest disclosed institutional shareholder of SMOT tracked by InsiderSet, reporting ownership valued at approximately $35.19M 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 $36.17M, representing an estimated gain of +2.80% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 74% of the total disclosed SMOT value among the investors covered in this analysis. Major shareholders include Gradient Investments Llc, Lpl Financial Llc, Great Lakes Advisors, Llc, and several other long-term asset managers with concentrated positions in VANECK MORNINGSTAR SMID MOAT (SMOT).
This page ranks the largest institutional SMOT 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
102
Total Reported Value
$241.10M
Largest Holder
Gradient Investments Llc
Largest Position
$35.19M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
117
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Gradient Investments Llc | 0.49% | 905,457 | $35,186,070 | $36,173,007 | +$986,937 | +2.80% | |
| Lpl Financial Llc | 0.01% | 930,882 | $32,757,750 | $37,188,736 | +$4,430,986 | +13.53% | |
| Great Lakes Advisors, Llc | 0.24% | 815,034 | $28,681,035 | $32,560,608 | +$3,879,573 | +13.53% | |
| Morgan Stanley | 0.00% | 493,502 | $17,366,347 | $19,715,405 | +$2,349,058 | +13.53% | |
| Financial Management Network Inc | 2.63% | 476,202 | $17,205,185 | $19,024,270 | +$1,819,085 | +10.57% | |
| Bank Of America Corp | 0.00% | 420,268 | $14,789,231 | $16,789,707 | +$2,000,476 | +13.53% | |
| United Capital Financial Advisors, Llc | 0.07% | 338,529 | $11,912,818 | $13,524,234 | +$1,611,416 | +13.53% | |
| Mesirow Financial Investment Management, Inc. | 0.16% | 268,034 | $10,415,804 | $10,707,958 | +$292,154 | +2.80% | |
| Raymond James Financial Inc | 0.00% | 169,390 | $5,960,840 | $6,767,131 | +$806,291 | +13.53% | |
| Focused Alpha, Llc | 1.15% | 105,350 | $3,707,267 | $4,208,733 | +$501,466 | +13.53% | |
| Jones Financial Companies Lllp | 0.00% | 106,019 | $3,657,656 | $4,235,459 | +$577,803 | +15.80% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 79,577 | $3,121,792 | $3,179,101 | +$57,309 | +1.84% | |
| Bank Of New Hampshire | 0.58% | 71,642 | $2,784,008 | $2,862,098 | +$78,090 | +2.80% | |
| Creekside Partners | 0.96% | 68,133 | $2,647,658 | $2,721,913 | +$74,255 | +2.80% | |
| Prospera Financial Services Inc | 0.04% | 64,902 | $2,521,989 | $2,592,835 | +$70,846 | +2.81% | |
| True Private Wealth Advisors | 0.21% | 63,375 | $2,462,752 | $2,531,831 | +$69,079 | +2.80% | |
| Mercer Global Advisors Inc | 0.00% | 61,507 | $2,164,431 | $2,457,205 | +$292,774 | +13.53% | |
| Ascentis Independent Advisors | 0.15% | 57,978 | $2,040,245 | $2,316,221 | +$275,976 | +13.53% | |
| Family Office Research Llc | 0.72% | 49,230 | $1,913,059 | $1,966,739 | +$53,680 | +2.81% | |
| Stephens Inc | 0.02% | 49,104 | $1,908,181 | $1,961,705 | +$53,524 | +2.80% | |
| Tpg Advisors Llc | 1.04% | 48,611 | $1,889,023 | $1,942,009 | +$52,986 | +2.80% | |
| Stifel Financial Corp | 0.00% | 49,674 | $1,748,034 | $1,984,476 | +$236,442 | +13.53% | |
| Brown Financial Advisors | 0.65% | 48,460 | $1,705,307 | $1,935,977 | +$230,670 | +13.53% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 45,657 | $1,606,659 | $1,823,997 | +$217,338 | +13.53% | |
| Pursue Wealth Partners Llc | 0.95% | 45,261 | $1,593,000 | $1,808,177 | +$215,177 | +13.51% | |
| First Foundation Advisors | 0.06% | 44,178 | $1,554,624 | $1,764,911 | +$210,287 | +13.53% | |
| Cetera Investment Advisers | 0.00% | 41,235 | $1,451,060 | $1,647,338 | +$196,278 | +13.53% | |
| Paladin Wealth, Llc | 0.76% | 33,637 | $1,307,134 | $1,343,798 | +$36,664 | +2.80% | |
| Vise Technologies, Inc. | 0.03% | 36,082 | $1,306,168 | $1,441,476 | +$135,308 | +10.36% | |
| Beaumont Financial Advisors, Llc | 0.08% | 31,828 | $1,120,027 | $1,271,529 | +$151,502 | +13.53% | |
| Stonebridge Financial Planning Group, Llc | 0.34% | 27,841 | $1,081,890 | $1,112,248 | +$30,358 | +2.81% | |
| Hightower Advisors, Llc | 0.00% | 28,176 | $991,496 | $1,125,631 | +$134,135 | +13.53% | |
| Mai Capital Management | 0.01% | 26,612 | $936,477 | $1,063,149 | +$126,672 | +13.53% | |
| First Financial Group Corp | 0.59% | 20,963 | $814,647 | $837,472 | +$22,825 | +2.80% | |
| Coordinated Financial Services, Inc. | 0.47% | 23,102 | $812,968 | $922,925 | +$109,957 | +13.53% | |
| Ep Wealth Advisors, Llc | 0.00% | 22,215 | $781,746 | $887,489 | +$105,743 | +13.53% | |
| Mattson Financial Services, Llc | 0.19% | 22,213 | $781,667 | $887,409 | +$105,742 | +13.53% | |
| Stiles Financial Services Inc | 0.24% | 22,043 | $775,701 | $880,618 | +$104,917 | +13.53% | |
| Citadel Advisors Llc | 0.00% | 21,895 | $770,485 | $874,705 | +$104,220 | +13.53% | |
| Commonwealth Equity Services, Llc | 0.00% | 19,367 | $752,580 | $773,712 | +$21,132 | +2.81% | |
| Comprehensive Financial Consultants Institutional, Inc. | 0.20% | 19,102 | $742,304 | $763,125 | +$20,821 | +2.80% | |
| Argent Trust Co | 0.03% | 20,950 | $737,231 | $836,953 | +$99,722 | +13.53% | |
| Equitable Holdings, Inc. | 0.00% | 19,690 | $712,778 | $786,616 | +$73,838 | +10.36% | |
| Goldman Sachs Group Inc | 0.00% | 19,838 | $698,099 | $792,528 | +$94,429 | +13.53% | |
| Woodmont Investment Counsel Llc | 0.04% | 17,097 | $664,389 | $683,025 | +$18,636 | +2.81% | |
| Kestra Advisory Services, Llc | 0.00% | 15,316 | $595,189 | $611,874 | +$16,685 | +2.80% | |
| Great Valley Advisor Group, Inc. | 0.01% | 16,337 | $574,895 | $652,663 | +$77,768 | +13.53% | |
| Royal Bank Of Canada | 0.00% | 15,888 | $559,000 | $634,726 | +$75,726 | +13.55% | |
| Atlas Wealth Llc | 0.08% | 14,129 | $549,053 | $564,454 | +$15,401 | +2.80% | |
| Mariner, Llc | 0.00% | 14,930 | $525,397 | $596,454 | +$71,057 | +13.52% |
Frequently asked questions about SMOT
Who owns the most SMOT stock?
The largest holders of SMOT 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 MORNINGSTAR SMID MOAT (SMOT).
Is SMOT widely held by superinvestors?
Many widely followed stocks like SMOT appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SMOT 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.