SMOT Institutional Ownership & Shareholders
VANECK MORNINGSTAR SMID MOAT (SMOT) is currently held by 98 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $237.45M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Gradient Investments Llc is currently the largest disclosed institutional shareholder of SMOT tracked by InsiderSet, reporting ownership valued at approximately $34.69M 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 $37.59M, representing an estimated gain of +8.37% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 72% 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
98
Total Reported Value
$237.45M
Largest Holder
Gradient Investments Llc
Largest Position
$34.69M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
122
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Gradient Investments Llc | 0.50% | 925,609 | $34,686,998 | $37,588,981 | +$2,901,983 | +8.37% | |
| Lpl Financial Llc | 0.01% | 832,840 | $32,364,157 | $33,821,632 | +$1,457,475 | +4.50% | |
| Great Lakes Advisors, Llc | 0.22% | 745,551 | $28,972,120 | $30,276,826 | +$1,304,706 | +4.50% | |
| Morgan Stanley | 0.00% | 442,385 | $17,191,116 | $17,965,255 | +$774,139 | +4.50% | |
| Bank Of America Corp | 0.00% | 441,347 | $17,150,745 | $17,923,102 | +$772,357 | +4.50% | |
| United Capital Financial Advisors, Llc | 0.07% | 339,071 | $13,183,075 | $13,769,673 | +$586,598 | +4.45% | |
| Mesirow Financial Investment Management, Inc. | 0.16% | 268,034 | $10,415,804 | $10,884,861 | +$469,057 | +4.50% | |
| Raymond James Financial Inc | 0.00% | 150,378 | $5,843,697 | $6,106,851 | +$263,154 | +4.50% | |
| Financial Management Network Inc | 0.83% | 152,571 | $5,743,272 | $6,195,908 | +$452,636 | +7.88% | |
| Focused Alpha, Llc | 1.42% | 152,659 | $5,720,866 | $6,199,482 | +$478,616 | +8.37% | |
| Jones Financial Companies Lllp | 0.00% | 114,624 | $4,469,190 | $4,654,881 | +$185,691 | +4.15% | |
| Eubel Brady & Suttman Asset Management Inc | 0.37% | 79,886 | $3,104,000 | $3,244,170 | +$140,170 | +4.52% | |
| Bank Of New Hampshire | 0.66% | 81,654 | $3,059,967 | $3,315,969 | +$256,002 | +8.37% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 74,063 | $2,803,160 | $3,007,698 | +$204,538 | +7.30% | |
| Creekside Partners | 0.96% | 68,133 | $2,647,658 | $2,766,881 | +$119,223 | +4.50% | |
| True Private Wealth Advisors | 0.22% | 67,794 | $2,540,582 | $2,753,114 | +$212,532 | +8.37% | |
| Prospera Financial Services Inc | 0.04% | 64,902 | $2,521,989 | $2,635,670 | +$113,681 | +4.51% | |
| Mercer Global Advisors Inc | 0.00% | 56,709 | $2,203,712 | $2,302,952 | +$99,240 | +4.50% | |
| Mai Capital Management | 0.01% | 51,812 | $2,013,422 | $2,104,085 | +$90,663 | +4.50% | |
| Stephens Inc | 0.02% | 49,104 | $1,908,181 | $1,994,113 | +$85,932 | +4.50% | |
| Brown Financial Advisors | 0.66% | 48,946 | $1,902,042 | $1,987,697 | +$85,655 | +4.50% | |
| Tpg Advisors Llc | 0.95% | 47,684 | $1,786,948 | $1,936,447 | +$149,499 | +8.37% | |
| Stifel Financial Corp | 0.00% | 45,239 | $1,757,994 | $1,837,156 | +$79,162 | +4.50% | |
| First Foundation Advisors | 0.06% | 43,780 | $1,701,291 | $1,777,906 | +$76,615 | +4.50% | |
| Family Office Research Llc | 0.61% | 42,128 | $1,578,764 | $1,710,818 | +$132,054 | +8.36% | |
| Royal Bank Of Canada | 0.00% | 37,552 | $1,459,000 | $1,524,987 | +$65,987 | +4.52% | |
| Cetera Investment Advisers | 0.00% | 34,854 | $1,354,426 | $1,415,421 | +$60,995 | +4.50% | |
| Paladin Wealth, Llc | 0.71% | 34,874 | $1,306,912 | $1,416,233 | +$109,321 | +8.36% | |
| Pursue Wealth Partners Llc | 0.69% | 31,661 | $1,230,346 | $1,285,753 | +$55,407 | +4.50% | |
| Vise Technologies, Inc. | 0.01% | 32,747 | $1,227,187 | $1,329,856 | +$102,669 | +8.37% | |
| Susquehanna International Group, Llp | 0.00% | 27,893 | $1,083,922 | $1,132,735 | +$48,813 | +4.50% | |
| Stonebridge Financial Planning Group, Llc | 0.34% | 27,841 | $1,081,890 | $1,130,623 | +$48,733 | +4.50% | |
| Beaumont Financial Advisors, Llc | 0.07% | 28,857 | $1,081,410 | $1,171,883 | +$90,473 | +8.37% | |
| Mattson Financial Services, Llc | 0.19% | 23,407 | $926,673 | $950,558 | +$23,885 | +2.58% | |
| Stiles Financial Services Inc | 0.23% | 23,637 | $885,801 | $959,899 | +$74,098 | +8.37% | |
| Ima Advisory Services, Inc. | 0.06% | 22,717 | $882,783 | $922,537 | +$39,754 | +4.50% | |
| Coordinated Financial Services, Inc. | 0.47% | 23,102 | $812,968 | $938,172 | +$125,204 | +15.40% | |
| Ep Wealth Advisors, Llc | 0.00% | 20,242 | $786,604 | $822,028 | +$35,424 | +4.50% | |
| Equitable Holdings, Inc. | 0.00% | 19,690 | $765,146 | $799,611 | +$34,465 | +4.50% | |
| First Financial Group Corp | 0.58% | 20,331 | $761,924 | $825,642 | +$63,718 | +8.36% | |
| Comprehensive Financial Consultants Institutional, Inc. | 0.19% | 18,841 | $706,063 | $765,133 | +$59,070 | +8.37% | |
| Argent Trust Co | 0.02% | 16,950 | $658,677 | $688,340 | +$29,663 | +4.50% | |
| Woodmont Investment Counsel Llc | 0.03% | 17,026 | $638,046 | $691,426 | +$53,380 | +8.37% | |
| Goldman Sachs Group Inc | 0.00% | 16,396 | $637,149 | $665,842 | +$28,693 | +4.50% | |
| Commonwealth Equity Services, Llc | 0.00% | 16,229 | $608,160 | $659,060 | +$50,900 | +8.37% | |
| Jane Street Group, Llc | 0.00% | 14,390 | $559,195 | $584,378 | +$25,183 | +4.50% | |
| Alphacore Capital Llc | 0.01% | 14,350 | $557,641 | $582,754 | +$25,113 | +4.50% | |
| Atlas Wealth Llc | 0.08% | 14,129 | $549,053 | $573,779 | +$24,726 | +4.50% | |
| Iht Wealth Management, Llc | 0.01% | 13,993 | $543,753 | $568,256 | +$24,503 | +4.51% | |
| Great Valley Advisor Group, Inc. | 0.01% | 13,046 | $506,951 | $529,798 | +$22,847 | +4.51% |
Frequently asked questions about SMOT
Who are the largest institutional holders of SMOT?
The largest institutional holders of SMOT reported in the latest SEC Form 13F filings include Gradient Investments Llc, Lpl Financial Llc, Great Lakes Advisors, Llc, Morgan Stanley, and Bank Of America Corp. InsiderSet ranks institutional holders by their latest reported SMOT position.
What is SMOT institutional ownership?
This page tracks SMOT positions reported by institutional investment managers through SEC Form 13F. VANECK MORNINGSTAR SMID MOAT (SMOT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SMOT?
InsiderSet currently tracks 98 institutional managers reporting SMOT 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 SMOT shareholders.
How much SMOT stock do institutions own?
Institutional investment managers disclosed approximately $237.45M in SMOT holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SMOT institutional ownership last updated?
The latest SMOT 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 SMOT 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 SMOT position after the reporting date.
Are institutions buying or selling SMOT?
Institutional buying and selling can be analyzed by comparing SMOT positions across consecutive 13F reporting periods. InsiderSet's SMOT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SMOT ownership changes.
How has SMOT institutional ownership changed over time?
InsiderSet tracks SMOT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.