VANECK MORNINGSTAR SMID MOAT (SMOT) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $231.32M in SMOT holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of SMOT tracked by InsiderSet, reporting ownership valued at approximately $32.76M 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 $35.48M, representing an estimated gain of +8.30% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 75% of the total disclosed SMOT value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Gradient Investments 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
$231.32M
Largest Holder
Lpl Financial Llc
Largest Position
$32.76M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
116
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.01% | 930,882 | $32,757,750 | $35,475,913 | +$2,718,163 | +8.30% | |
| Gradient Investments Llc | 0.47% | 870,035 | $30,616,526 | $33,157,034 | +$2,540,508 | +8.30% | |
| Great Lakes Advisors, Llc | 0.24% | 815,034 | $28,681,035 | $31,060,946 | +$2,379,911 | +8.30% | |
| Morgan Stanley | 0.00% | 493,502 | $17,366,347 | $18,807,361 | +$1,441,014 | +8.30% | |
| Financial Management Network Inc | 2.63% | 476,202 | $17,205,185 | $18,148,058 | +$942,873 | +5.48% | |
| Bank Of America Corp | 0.00% | 420,268 | $14,789,231 | $16,016,413 | +$1,227,182 | +8.30% | |
| United Capital Financial Advisors, Llc | 0.07% | 338,529 | $11,912,818 | $12,901,340 | +$988,522 | +8.30% | |
| Mesirow Financial Investment Management, Inc. | 0.15% | 268,142 | $9,435,884 | $10,218,892 | +$783,008 | +8.30% | |
| Raymond James Financial Inc | 0.00% | 169,390 | $5,960,840 | $6,455,453 | +$494,613 | +8.30% | |
| Focused Alpha, Llc | 1.15% | 105,350 | $3,707,267 | $4,014,889 | +$307,622 | +8.30% | |
| Jones Financial Companies Lllp | 0.00% | 106,019 | $3,657,656 | $4,040,384 | +$382,728 | +10.46% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 83,017 | $2,927,999 | $3,163,778 | +$235,779 | +8.05% | |
| Creekside Partners | 0.97% | 67,161 | $2,363,404 | $2,559,506 | +$196,102 | +8.30% | |
| Prospera Financial Services Inc | 0.04% | 65,115 | $2,291,293 | $2,481,533 | +$190,240 | +8.30% | |
| Mercer Global Advisors Inc | 0.00% | 61,507 | $2,164,431 | $2,344,032 | +$179,601 | +8.30% | |
| True Private Wealth Advisors | 0.21% | 61,209 | $2,153,979 | $2,332,675 | +$178,696 | +8.30% | |
| Ascentis Independent Advisors | 0.15% | 57,978 | $2,040,245 | $2,209,542 | +$169,297 | +8.30% | |
| Stephens Inc | 0.02% | 51,559 | $1,814,361 | $1,964,913 | +$150,552 | +8.30% | |
| Family Office Research Llc | 0.79% | 51,505 | $1,812,466 | $1,962,856 | +$150,390 | +8.30% | |
| Stifel Financial Corp | 0.00% | 49,674 | $1,748,034 | $1,893,076 | +$145,042 | +8.30% | |
| Brown Financial Advisors | 0.65% | 48,460 | $1,705,307 | $1,846,811 | +$141,504 | +8.30% | |
| Tpg Advisors Llc | 1.05% | 47,801 | $1,682,117 | $1,821,696 | +$139,579 | +8.30% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 45,657 | $1,606,659 | $1,739,988 | +$133,329 | +8.30% | |
| Pursue Wealth Partners Llc | 0.95% | 45,261 | $1,593,000 | $1,724,897 | +$131,897 | +8.28% | |
| First Foundation Advisors | 0.06% | 44,178 | $1,554,624 | $1,683,624 | +$129,000 | +8.30% | |
| Cetera Investment Advisers | 0.00% | 41,235 | $1,451,060 | $1,571,466 | +$120,406 | +8.30% | |
| Vise Technologies, Inc. | 0.03% | 36,082 | $1,306,168 | $1,375,085 | +$68,917 | +5.28% | |
| Beaumont Financial Advisors, Llc | 0.08% | 31,828 | $1,120,027 | $1,212,965 | +$92,938 | +8.30% | |
| Bank Of New Hampshire | 0.25% | 31,182 | $1,097,295 | $1,188,346 | +$91,051 | +8.30% | |
| Stonebridge Financial Planning Group, Llc | 0.40% | 30,849 | $1,085,566 | $1,175,655 | +$90,089 | +8.30% | |
| Paladin Wealth, Llc | 0.74% | 30,562 | $1,075,477 | $1,164,718 | +$89,241 | +8.30% | |
| Hightower Advisors, Llc | 0.00% | 28,176 | $991,496 | $1,073,787 | +$82,291 | +8.30% | |
| Commonwealth Equity Services, Llc | 0.00% | 26,738 | $940,904 | $1,018,985 | +$78,081 | +8.30% | |
| Mai Capital Management | 0.01% | 26,612 | $936,477 | $1,014,183 | +$77,706 | +8.30% | |
| Coordinated Financial Services, Inc. | 0.47% | 23,102 | $812,968 | $880,417 | +$67,449 | +8.30% | |
| Ep Wealth Advisors, Llc | 0.00% | 22,215 | $781,746 | $846,614 | +$64,868 | +8.30% | |
| Mattson Financial Services, Llc | 0.19% | 22,213 | $781,667 | $846,537 | +$64,870 | +8.30% | |
| Stiles Financial Services Inc | 0.24% | 22,043 | $775,701 | $840,059 | +$64,358 | +8.30% | |
| Citadel Advisors Llc | 0.00% | 21,895 | $770,485 | $834,418 | +$63,933 | +8.30% | |
| First Financial Group Corp | 0.61% | 21,363 | $751,787 | $814,144 | +$62,357 | +8.29% | |
| Argent Trust Co | 0.03% | 20,950 | $737,231 | $798,405 | +$61,174 | +8.30% | |
| Equitable Holdings, Inc. | 0.00% | 19,690 | $712,778 | $750,386 | +$37,608 | +5.28% | |
| Goldman Sachs Group Inc | 0.00% | 19,838 | $698,099 | $756,026 | +$57,927 | +8.30% | |
| Comprehensive Financial Consultants Institutional, Inc. | 0.20% | 19,480 | $685,501 | $742,383 | +$56,882 | +8.30% | |
| Kestra Advisory Services, Llc | 0.00% | 18,597 | $654,439 | $708,732 | +$54,293 | +8.30% | |
| Woodmont Investment Counsel Llc | 0.04% | 17,097 | $601,643 | $651,567 | +$49,924 | +8.30% | |
| Great Valley Advisor Group, Inc. | 0.01% | 16,337 | $574,895 | $622,603 | +$47,708 | +8.30% | |
| Royal Bank Of Canada | 0.00% | 15,888 | $559,000 | $605,492 | +$46,492 | +8.32% | |
| Mariner, Llc | 0.00% | 14,930 | $525,397 | $568,982 | +$43,585 | +8.30% | |
| Alphacore Capital Llc | 0.01% | 14,350 | $504,977 | $546,879 | +$41,902 | +8.30% |
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.