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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Independent Financial Group, Llc | Sell | -14,779 | -64.2% | 8,247 | $298.54K | Q4 2025 | May 15, 2026 |
| Bank Of New Hampshire | Buy | +23,926 | — | 23,926 | $866.12K | Q4 2025 | Mar 16, 2026 |
| Raymond James Financial Inc | Buy | +190,360 | — | 190,360 | $6.89M | Q4 2025 | Feb 18, 2026 |
| Mercer Global Advisors Inc | Buy | +65,991 | — | 65,991 | $2.39M | Q4 2025 | Feb 18, 2026 |
| Ep Wealth Advisors, Llc | Buy | +27,265 | — | 27,265 | $986.99K | Q4 2025 | Feb 18, 2026 |
| Newedge Advisors, Llc | Buy | +8,156 | — | 8,156 | $295.25K | Q4 2025 | Feb 18, 2026 |
| Bank Of America Corp | Buy | +429,579 | — | 429,579 | $15.55M | Q4 2025 | Feb 17, 2026 |
| United Capital Financial Advisors, Llc | Buy | +339,937 | — | 339,937 | $12.31M | Q4 2025 | Feb 17, 2026 |
| Jones Financial Companies Lllp | Buy | +91,172 | — | 91,172 | $3.30M | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | Buy | +62,933 | — | 62,933 | $2.28M | Q4 2025 | Feb 17, 2026 |
| Brown Financial Advisors | Buy | +48,398 | — | 48,398 | $1.75M | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | Buy | +19,366 | — | 19,366 | $701.05K | Q4 2025 | Feb 17, 2026 |
| Iht Wealth Management, Llc | Buy | +14,025 | — | 14,025 | $507.68K | Q4 2025 | Feb 17, 2026 |
| Citadel Advisors Llc | Buy | +13,813 | — | 13,813 | $500.03K | Q4 2025 | Feb 17, 2026 |
| Ancora Advisors Llc | Buy | +13,058 | — | 13,058 | $472.70K | Q4 2025 | Feb 17, 2026 |
| Royal Bank Of Canada | Buy | +9,907 | — | 9,907 | $359.00K | Q4 2025 | Feb 17, 2026 |
| Copley Financial Group, Inc. | Buy | +9,281 | — | 9,281 | $335.97K | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, Llc | Buy | +8,280 | — | 8,280 | $299.74K | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +2,858 | — | 2,858 | $103.47K | Q4 2025 | Feb 17, 2026 |
| Fmr Llc | Buy | +931 | — | 931 | $33.72K | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | Buy | +50 | — | 50 | $1.81K | Q4 2025 | Feb 17, 2026 |
| Morgan Stanley | Buy | +602,220 | — | 602,220 | $21.80M | Q4 2025 | Feb 13, 2026 |
| Mml Investors Services, Llc | Buy | +139,784 | — | 139,784 | $5.06M | Q4 2025 | Feb 13, 2026 |
| Focused Alpha, Llc | Buy | +105,350 | — | 105,350 | $3.81M | Q4 2025 | Feb 13, 2026 |
| Creekside Partners | Buy | +64,603 | — | 64,603 | $2.34M | Q4 2025 | Feb 13, 2026 |
| True Private Wealth Advisors | Buy | +56,244 | — | 56,244 | $2.04M | Q4 2025 | Feb 13, 2026 |
| Stifel Financial Corp | Buy | +48,964 | — | 48,964 | $1.77M | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, Llc | Buy | +44,577 | — | 44,577 | $1.61M | Q4 2025 | Feb 13, 2026 |
| Mai Capital Management | Buy | +20,061 | — | 20,061 | $726.21K | Q4 2025 | Feb 13, 2026 |
| Mariner, Llc | Buy | +14,687 | — | 14,687 | $531.68K | Q4 2025 | Feb 13, 2026 |
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.