VANECK MORNINGSTAR SMID MOAT (SMOT) Institutional Ownership Changes & 13F Activity

VANECK MORNINGSTAR SMID MOAT (SMOT). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Morgan Stanley, Bank Of America Corp, United Capital Financial Advisors, Llc, Raymond James Financial Inc, and Mml Investors Services, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Independent Financial Group, LlcSell-14,779-64.2%8,247$298.54KQ4 2025May 15, 2026
Bank Of New HampshireBuy+23,926—23,926$866.12KQ4 2025Mar 16, 2026
Raymond James Financial IncBuy+190,360—190,360$6.89MQ4 2025Feb 18, 2026
Mercer Global Advisors IncBuy+65,991—65,991$2.39MQ4 2025Feb 18, 2026
Ep Wealth Advisors, LlcBuy+27,265—27,265$986.99KQ4 2025Feb 18, 2026
Newedge Advisors, LlcBuy+8,156—8,156$295.25KQ4 2025Feb 18, 2026
Bank Of America CorpBuy+429,579—429,579$15.55MQ4 2025Feb 17, 2026
United Capital Financial Advisors, LlcBuy+339,937—339,937$12.31MQ4 2025Feb 17, 2026
Jones Financial Companies LllpBuy+91,172—91,172$3.30MQ4 2025Feb 17, 2026
Cetera Investment AdvisersBuy+62,933—62,933$2.28MQ4 2025Feb 17, 2026
Brown Financial AdvisorsBuy+48,398—48,398$1.75MQ4 2025Feb 17, 2026
Equitable Holdings, Inc.Buy+19,366—19,366$701.05KQ4 2025Feb 17, 2026
Iht Wealth Management, LlcBuy+14,025—14,025$507.68KQ4 2025Feb 17, 2026
Citadel Advisors LlcBuy+13,813—13,813$500.03KQ4 2025Feb 17, 2026
Ancora Advisors LlcBuy+13,058—13,058$472.70KQ4 2025Feb 17, 2026
Royal Bank Of CanadaBuy+9,907—9,907$359.00KQ4 2025Feb 17, 2026
Copley Financial Group, Inc.Buy+9,281—9,281$335.97KQ4 2025Feb 17, 2026
Private Advisor Group, LlcBuy+8,280—8,280$299.74KQ4 2025Feb 17, 2026
Osaic Holdings, Inc.Buy+2,858—2,858$103.47KQ4 2025Feb 17, 2026
Fmr LlcBuy+931—931$33.72KQ4 2025Feb 17, 2026
Russell Investments Group, Ltd.Buy+50—50$1.81KQ4 2025Feb 17, 2026
Morgan StanleyBuy+602,220—602,220$21.80MQ4 2025Feb 13, 2026
Mml Investors Services, LlcBuy+139,784—139,784$5.06MQ4 2025Feb 13, 2026
Focused Alpha, LlcBuy+105,350—105,350$3.81MQ4 2025Feb 13, 2026
Creekside PartnersBuy+64,603—64,603$2.34MQ4 2025Feb 13, 2026
True Private Wealth AdvisorsBuy+56,244—56,244$2.04MQ4 2025Feb 13, 2026
Stifel Financial CorpBuy+48,964—48,964$1.77MQ4 2025Feb 13, 2026
Kestra Advisory Services, LlcBuy+44,577—44,577$1.61MQ4 2025Feb 13, 2026
Mai Capital ManagementBuy+20,061—20,061$726.21KQ4 2025Feb 13, 2026
Mariner, LlcBuy+14,687—14,687$531.68KQ4 2025Feb 13, 2026
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Frequently asked questions about SMOT activity

  • Which institutional owners are buying SMOT?

    Institutional owners buying SMOT include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in SMOT activity?

    "Buy" means an investor increased their reported position in SMOT compared to the prior reporting period. This reflects growing exposure to VANECK MORNINGSTAR SMID MOAT (SMOT) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in SMOT increasing?

    Institutional interest in SMOT can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.