VanEck Morningstar SMID Moat ETF(SMOT)

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VanEck Morningstar SMID Moat ETF(SMOT)

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$40.01—

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SMOT(SMOT)

SMOT

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 126 Institutional Holders

Holder	Shares	Date	Change	% Held
Gradient Investments LLC	905.46K	Jun 30, 26	+35.42K	10.72%
Mesirow Financial Investment Management, Inc.	268.03K	Jun 30, 26	-108	3.17%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	79.58K	Jun 30, 26	-3.44K	0.94%
Bank of New Hampshire	71.64K	Jun 30, 26	+40.46K	0.85%
Creekside Partners	68.13K	Jun 30, 26	+972	0.81%
Prospera Financial Services Inc	64.90K	Jun 30, 26	-213	0.77%
TRUE Private Wealth Advisors	63.38K	Jun 30, 26	+2.17K	0.75%
Family Office Research LLC	49.23K	Jun 30, 26	-2.27K	0.58%
STEPHENS INC /AR/	49.10K	Jun 30, 26	-2.46K	0.58%
TPG Advisors LLC	48.61K	Jun 30, 26	+810	0.58%
Cambridge Investment Research Advisors, Inc.	48.20K	Jun 30, 26	-5.58K	0.57%
Paladin Wealth, LLC	33.64K	Jun 30, 26	+3.08K	0.40%
Stonebridge Financial Planning Group, LLC	27.84K	Jun 30, 26	-3.01K	0.33%
First Financial Group Corp	20.96K	Jun 30, 26	-400	0.25%
COMMONWEALTH EQUITY SERVICES, LLC	19.37K	Jun 30, 26	-7.37K	0.23%
Comprehensive Financial Consultants Institutional, Inc.	19.10K	Jun 30, 26	-378	0.23%
WOODMONT INVESTMENT COUNSEL LLC	17.10K	Jun 30, 26	--	0.20%
Kestra Advisory Services, LLC	15.32K	Jun 30, 26	-3.28K	0.18%
Atlas Wealth LLC	14.13K	Jun 30, 26	--	0.17%
Tranquility Partners, LLC	12.55K	Jun 30, 26	-1.03K	0.15%
Stegent Equity Advisors, Inc.	9.61K	Jun 30, 26	-69	0.11%
INDEPENDENT FINANCIAL GROUP, LLC	7.98K	Jun 30, 26	-266	0.09%
Private Advisor Group, LLC	7.98K	Jun 30, 26	-16	0.09%
Fermata Advisors, LLC	7.85K	Jun 30, 26	--	0.09%
Capital Investment Advisory Services, LLC	7.21K	Jun 30, 26	-637	0.09%
IFP Advisors, Inc	5.49K	Jun 30, 26	+616	0.07%
PRIVATE TRUST CO NA	1.26K	Jun 30, 26	-400	0.01%
EASTERN BANK	1.00K	Jun 30, 26	--	0.01%
1620 INVESTMENT ADVISORS, INC.	845	Jun 30, 26	-340	0.01%
Global X Japan Co., Ltd.	735	Jun 30, 26	-108	0.01%
ASSETMARK, INC	355	Jun 30, 26	-214	0.00%
Trust Co	92	Jun 30, 26	--	0.00%
DHJJ Financial Advisors, Ltd.	10	Jun 30, 26	--	0.00%
Golden State Equity Partners	--	Jun 30, 26	-57.98K	--
OLD SECOND NATIONAL BANK OF AURORA	--	Jun 30, 26	-320	--
Farther Finance Advisors, LLC	--	Jun 30, 26	-404	--
LPL Financial LLC	930.88K	Mar 31, 26	-165.90K	11.02%
GREAT LAKES ADVISORS, LLC	815.03K	Mar 31, 26	-319.48K	9.65%
MORGAN STANLEY	493.50K	Mar 31, 26	-108.72K	5.84%
FINANCIAL MANAGEMENT NETWORK INC	476.20K	Mar 31, 26	-83.80K	5.64%
BANK OF AMERICA CORP /DE/	420.27K	Mar 31, 26	-9.31K	4.97%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	338.53K	Mar 31, 26	-1.41K	4.01%
RAYMOND JAMES FINANCIAL INC	169.39K	Mar 31, 26	-20.97K	2.00%
JONES FINANCIAL COMPANIES LLLP	106.02K	Mar 31, 26	+14.85K	1.25%
FLOW TRADERS U.S. LLC	90.67K	Mar 31, 26	+90.67K	1.07%
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC	81.46K	Mar 31, 26	+516	0.96%
MERCER GLOBAL ADVISORS INC /ADV	61.51K	Mar 31, 26	-4.48K	0.73%
STIFEL FINANCIAL CORP	49.67K	Mar 31, 26	+710	0.59%
Brown Financial Advisors	48.46K	Mar 31, 26	+62	0.57%
Steward Partners Investment Advisory, LLC	45.66K	Mar 31, 26	-1.51K	0.54%
ICAPITAL WEALTH LLC	45.26K	Mar 31, 26	+660	0.54%
FIRST FOUNDATION ADVISORS	44.18K	Mar 31, 26	-1.59K	0.52%
Cetera Investment Advisers	41.23K	Mar 31, 26	-21.70K	0.49%
Vise Technologies, Inc.	36.08K	Mar 31, 26	--	0.43%
Beaumont Financial Advisors, LLC	31.83K	Mar 31, 26	-38	0.38%
HighTower Advisors, LLC	28.18K	Mar 31, 26	+42	0.33%
MAI Capital Management	26.61K	Mar 31, 26	+6.55K	0.31%
Coordinated Financial Services, Inc.	23.10K	Mar 31, 26	+984	0.27%
EP Wealth Advisors, LLC	22.21K	Mar 31, 26	-5.05K	0.26%
Mattson Financial Services, LLC	22.21K	Mar 31, 26	-490	0.26%
Stiles Financial Services Inc	22.04K	Mar 31, 26	+120	0.26%
CITADEL ADVISORS LLC	21.89K	Mar 31, 26	+8.08K	0.26%
Argent Trust Co	20.95K	Mar 31, 26	-800	0.25%
GOLDMAN SACHS GROUP INC	19.84K	Mar 31, 26	+19.84K	0.23%
Equitable Holdings, Inc.	19.69K	Mar 31, 26	+324	0.23%
GREAT VALLEY ADVISOR GROUP, INC.	16.34K	Mar 31, 26	+16.34K	0.19%
ROYAL BANK OF CANADA	15.89K	Mar 31, 26	+5.98K	0.19%
Mariner, LLC	14.93K	Mar 31, 26	+243	0.18%
AlphaCore Capital LLC	14.35K	Mar 31, 26	--	0.17%
IHT Wealth Management, LLC	14.11K	Mar 31, 26	+83	0.17%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	13.84K	Mar 31, 26	+13.84K	0.16%
Janney Montgomery Scott LLC	11.65K	Mar 31, 26	-500	0.14%
Principle Wealth Partners LLC	11.62K	Mar 31, 26	-284	0.14%
ADVISOR GROUP HOLDINGS, INC.	11.36K	Mar 31, 26	+8.50K	0.13%
OPPENHEIMER & CO INC	11.27K	Mar 31, 26	+1.15K	0.13%
Essex Financial Services, Inc.	11.18K	Mar 31, 26	-594	0.13%
FIFTH THIRD BANCORP	9.95K	Mar 31, 26	+9.95K	0.12%
Capital Analysts, LLC	9.70K	Mar 31, 26	-1	0.11%
Copley Financial Group, Inc.	8.56K	Mar 31, 26	-717	0.10%
Soundwatch Capital LLC	7.84K	Mar 31, 26	+85	0.09%
NewEdge Advisors, LLC	7.74K	Mar 31, 26	-413	0.09%
Creative Planning	7.39K	Mar 31, 26	+7.39K	0.09%
Tower Research Capital LLC (TRC)	7.36K	Mar 31, 26	+7.36K	0.09%
Sanctuary Advisors, LLC	6.60K	Mar 31, 26	-163	0.08%
Ancora Advisors, LLC	4.35K	Mar 31, 26	-8.71K	0.05%
Western Wealth Management, LLC	2.34K	Mar 31, 26	+2.34K	0.03%
UBS ASSET MANAGEMENT AMERICAS INC	2.00K	Mar 31, 26	--	0.02%
BlackRock, Inc.	1.94K	Mar 31, 26	-898	0.02%
FMR LLC	1.70K	Mar 31, 26	+772	0.02%
SRS Capital Advisors, Inc.	1.38K	Mar 31, 26	--	0.02%
Allworth Financial LP	1.15K	Mar 31, 26	--	0.01%
Geneos Wealth Management Inc.	1.11K	Mar 31, 26	--	0.01%
CLEAR INVESTMENT RESEARCH, LLC	703	Mar 31, 26	+703	0.01%
WELLS FARGO & COMPANY/MN	513	Mar 31, 26	+363	0.01%
HARBOUR INVESTMENTS, INC.	463	Mar 31, 26	--	0.01%
JPMORGAN CHASE & CO	413	Mar 31, 26	+78	0.00%
BROWN BROTHERS HARRIMAN & CO	412	Mar 31, 26	--	0.00%
GLENMEDE TRUST CO NA	350	Mar 31, 26	+350	0.00%
VANGUARD ADVISERS INC	199	Mar 31, 26	+199	0.00%
UBS Group AG	186	Mar 31, 26	-521	0.00%
Advisory Services Network, LLC	150	Mar 31, 26	+150	0.00%
VAN ECK ASSOCIATES CORP	124	Mar 31, 26	--	0.00%
AE Wealth Management LLC	76	Mar 31, 26	--	0.00%
Russell Investments Group, Ltd.	50	Mar 31, 26	--	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	26	Mar 31, 26	--	0.00%
HRT FINANCIAL LP	--	Mar 31, 26	-8.70K	--
MML INVESTORS SERVICES, LLC	--	Mar 31, 26	-139.78K	--
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	--	Mar 31, 26	-1	--
CALTON & ASSOCIATES, INC.	--	Mar 31, 26	-8.81K	--
Mowery & Schoenfeld Wealth Management, LLC	--	Mar 31, 26	-111	--
THRIVENT FINANCIAL FOR LUTHERANS	--	Mar 31, 26	-6.10K	--
Smartleaf Asset Management LLC	--	Mar 31, 26	-250	--
COMERICA BANK	10.61K	Dec 31, 25	--	0.13%
ROVIN CAPITAL /UT/ /ADV	8.50K	Dec 31, 25	-5.21K	0.10%
SageView Advisory Group, LLC	6.56K	Dec 31, 25	--	0.08%
GPS Wealth Strategies Group, LLC	230	Dec 31, 25	-850	0.00%
Apexium Financial, LP	329.96K	Sep 30, 25	+5.21K	3.91%
Lowe Wealth Advisors, LLC	19.35K	Sep 30, 25	-542	0.23%
AVANTAX ADVISORY SERVICES, INC.	38.31K	Jun 30, 25	+38.31K	0.45%
Coordinated Financial Services, Inc./CO	17.00K	Mar 31, 25	+17.00K	0.20%
LAKE STREET ADVISORS GROUP, LLC	9.09K	Dec 31, 24	+1.19K	0.11%
RAYMOND JAMES & ASSOCIATES	169.09K	Sep 30, 24	+2.24K	2.00%
Raymond James Financial Services Advisors, Inc.	68.33K	Sep 30, 24	+214	0.81%
VitalStone Financial, LLC	12.45K	Sep 30, 24	-4.80K	0.15%
Relative Value Partners Group, LLC	38.43K	Jun 30, 24	+38.43K	0.45%
Cetera Advisor Networks LLC	45.76K	Mar 31, 24	+29.84K	0.54%

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Holder

Date

Change

% Held

Gradient Investments LLC

905.46K

Jun 30, 26

+35.42K

10.72%

Mesirow Financial Investment Management, Inc.

268.03K

Jun 30, 26

-108

3.17%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

79.58K

Jun 30, 26

-3.44K

0.94%

Bank of New Hampshire

71.64K

Jun 30, 26

+40.46K

0.85%

Creekside Partners

68.13K

Jun 30, 26

+972

0.81%

Prospera Financial Services Inc

64.90K

Jun 30, 26

-213

0.77%

TRUE Private Wealth Advisors

63.38K

Jun 30, 26

+2.17K

0.75%

Family Office Research LLC

49.23K

Jun 30, 26

-2.27K

0.58%

STEPHENS INC /AR/

49.10K

Jun 30, 26

-2.46K

0.58%

TPG Advisors LLC

48.61K

Jun 30, 26

+810

0.58%

Cambridge Investment Research Advisors, Inc.

48.20K

Jun 30, 26

-5.58K

0.57%

Paladin Wealth, LLC

33.64K

Jun 30, 26

+3.08K

0.40%

Stonebridge Financial Planning Group, LLC

27.84K

Jun 30, 26

-3.01K

0.33%

First Financial Group Corp

20.96K

Jun 30, 26

-400

0.25%

COMMONWEALTH EQUITY SERVICES, LLC

19.37K

Jun 30, 26

-7.37K

0.23%

Comprehensive Financial Consultants Institutional, Inc.

19.10K

Jun 30, 26

-378

0.23%

WOODMONT INVESTMENT COUNSEL LLC

17.10K

Jun 30, 26

0.20%

Kestra Advisory Services, LLC

15.32K

Jun 30, 26

-3.28K

0.18%

Atlas Wealth LLC

14.13K

Jun 30, 26

0.17%

Tranquility Partners, LLC

12.55K

Jun 30, 26

-1.03K

0.15%

Stegent Equity Advisors, Inc.

9.61K

Jun 30, 26

-69

0.11%

INDEPENDENT FINANCIAL GROUP, LLC

7.98K

Jun 30, 26

-266

0.09%

Private Advisor Group, LLC

7.98K

Jun 30, 26

-16

0.09%

Fermata Advisors, LLC

7.85K

Jun 30, 26

0.09%

Capital Investment Advisory Services, LLC

7.21K

Jun 30, 26

-637

0.09%

IFP Advisors, Inc

5.49K

Jun 30, 26

+616

0.07%

PRIVATE TRUST CO NA

1.26K

Jun 30, 26

-400

0.01%

EASTERN BANK

1.00K

Jun 30, 26

0.01%

1620 INVESTMENT ADVISORS, INC.

845

Jun 30, 26

-340

0.01%

Global X Japan Co., Ltd.

735

Jun 30, 26

-108

0.01%

ASSETMARK, INC

355

Jun 30, 26

-214

0.00%

Trust Co

Jun 30, 26

0.00%

DHJJ Financial Advisors, Ltd.

Jun 30, 26

0.00%

Golden State Equity Partners

Jun 30, 26

-57.98K

OLD SECOND NATIONAL BANK OF AURORA

Jun 30, 26

-320

Farther Finance Advisors, LLC

Jun 30, 26

-404

LPL Financial LLC

930.88K

Mar 31, 26

-165.90K

11.02%

GREAT LAKES ADVISORS, LLC

815.03K

Mar 31, 26

-319.48K

9.65%

MORGAN STANLEY

493.50K

Mar 31, 26

-108.72K

5.84%

FINANCIAL MANAGEMENT NETWORK INC

476.20K

Mar 31, 26

-83.80K

5.64%

BANK OF AMERICA CORP /DE/

420.27K

Mar 31, 26

-9.31K

4.97%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

338.53K

Mar 31, 26

-1.41K

4.01%

RAYMOND JAMES FINANCIAL INC

169.39K

Mar 31, 26

-20.97K

2.00%

JONES FINANCIAL COMPANIES LLLP

106.02K

Mar 31, 26

+14.85K

1.25%

FLOW TRADERS U.S. LLC

90.67K

Mar 31, 26

+90.67K

1.07%

EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC

81.46K

Mar 31, 26

+516

0.96%

MERCER GLOBAL ADVISORS INC /ADV

61.51K

Mar 31, 26

-4.48K

0.73%

STIFEL FINANCIAL CORP

49.67K

Mar 31, 26

+710

0.59%

Brown Financial Advisors

48.46K

Mar 31, 26

+62

0.57%

Steward Partners Investment Advisory, LLC

45.66K

Mar 31, 26

-1.51K

0.54%

ICAPITAL WEALTH LLC

45.26K

Mar 31, 26

+660

0.54%

FIRST FOUNDATION ADVISORS

44.18K

Mar 31, 26

-1.59K

0.52%

Cetera Investment Advisers

41.23K

Mar 31, 26

-21.70K

0.49%

Vise Technologies, Inc.

36.08K

Mar 31, 26

0.43%

Beaumont Financial Advisors, LLC

31.83K

Mar 31, 26

-38

0.38%

HighTower Advisors, LLC

28.18K

Mar 31, 26

+42

0.33%

MAI Capital Management

26.61K

Mar 31, 26

+6.55K

0.31%

Coordinated Financial Services, Inc.

23.10K

Mar 31, 26

+984

0.27%

EP Wealth Advisors, LLC

22.21K

Mar 31, 26

-5.05K

0.26%

Mattson Financial Services, LLC

22.21K

Mar 31, 26

-490

0.26%

Stiles Financial Services Inc

22.04K

Mar 31, 26

+120

0.26%

CITADEL ADVISORS LLC

21.89K

Mar 31, 26

+8.08K

0.26%

Argent Trust Co

20.95K

Mar 31, 26

-800

0.25%

GOLDMAN SACHS GROUP INC

19.84K

Mar 31, 26

+19.84K

0.23%

Equitable Holdings, Inc.

19.69K

Mar 31, 26

+324

0.23%

GREAT VALLEY ADVISOR GROUP, INC.

16.34K

Mar 31, 26

+16.34K

0.19%

ROYAL BANK OF CANADA

15.89K

Mar 31, 26

+5.98K

0.19%

Mariner, LLC

14.93K

Mar 31, 26

+243

0.18%

AlphaCore Capital LLC

14.35K

Mar 31, 26

0.17%

IHT Wealth Management, LLC

14.11K

Mar 31, 26

+83

0.17%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

13.84K

Mar 31, 26

+13.84K

0.16%

Janney Montgomery Scott LLC

11.65K

Mar 31, 26

-500

0.14%

Principle Wealth Partners LLC

11.62K

Mar 31, 26

-284

0.14%

ADVISOR GROUP HOLDINGS, INC.

11.36K

Mar 31, 26

+8.50K

0.13%

OPPENHEIMER & CO INC

11.27K

Mar 31, 26

+1.15K

0.13%

Essex Financial Services, Inc.

11.18K

Mar 31, 26

-594

0.13%

FIFTH THIRD BANCORP

9.95K

Mar 31, 26

+9.95K

0.12%

Capital Analysts, LLC

9.70K

Mar 31, 26

-1

0.11%

Copley Financial Group, Inc.

8.56K

Mar 31, 26

-717

0.10%

Soundwatch Capital LLC

7.84K

Mar 31, 26

+85

0.09%

NewEdge Advisors, LLC

7.74K

Mar 31, 26

-413

0.09%

Creative Planning

7.39K

Mar 31, 26

+7.39K

0.09%

Tower Research Capital LLC (TRC)

7.36K

Mar 31, 26

+7.36K

0.09%

Sanctuary Advisors, LLC

6.60K

Mar 31, 26

-163

0.08%

Ancora Advisors, LLC

4.35K

Mar 31, 26

-8.71K

0.05%

Western Wealth Management, LLC

2.34K

Mar 31, 26

+2.34K

0.03%

UBS ASSET MANAGEMENT AMERICAS INC

2.00K

Mar 31, 26

0.02%

BlackRock, Inc.

1.94K

Mar 31, 26

-898

0.02%

FMR LLC

1.70K

Mar 31, 26

+772

0.02%

SRS Capital Advisors, Inc.

1.38K

Mar 31, 26

0.02%

Allworth Financial LP

1.15K

Mar 31, 26

0.01%

Geneos Wealth Management Inc.

1.11K

Mar 31, 26

0.01%

CLEAR INVESTMENT RESEARCH, LLC

703

Mar 31, 26

+703

0.01%

WELLS FARGO & COMPANY/MN

513

Mar 31, 26

+363

0.01%

HARBOUR INVESTMENTS, INC.

463

Mar 31, 26

0.01%

JPMORGAN CHASE & CO

413

Mar 31, 26

+78

0.00%

BROWN BROTHERS HARRIMAN & CO

412

Mar 31, 26

0.00%

GLENMEDE TRUST CO NA

350

Mar 31, 26

+350

0.00%

VANGUARD ADVISERS INC

199

Mar 31, 26

+199

0.00%

UBS Group AG

186

Mar 31, 26

-521

0.00%

Advisory Services Network, LLC

150

Mar 31, 26

+150

0.00%

VAN ECK ASSOCIATES CORP

124

Mar 31, 26

0.00%

AE Wealth Management LLC

Mar 31, 26

0.00%

Russell Investments Group, Ltd.

Mar 31, 26

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

Mar 31, 26

0.00%

HRT FINANCIAL LP

Mar 31, 26

-8.70K

MML INVESTORS SERVICES, LLC

Mar 31, 26

-139.78K

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

Mar 31, 26

-1

CALTON & ASSOCIATES, INC.

Mar 31, 26

-8.81K

Mowery & Schoenfeld Wealth Management, LLC

Mar 31, 26

-111

THRIVENT FINANCIAL FOR LUTHERANS

Mar 31, 26

-6.10K

Smartleaf Asset Management LLC

Mar 31, 26

-250

COMERICA BANK

10.61K

Dec 31, 25

0.13%

ROVIN CAPITAL /UT/ /ADV

8.50K

Dec 31, 25

-5.21K

0.10%

SageView Advisory Group, LLC

6.56K

Dec 31, 25

0.08%

GPS Wealth Strategies Group, LLC

230

Dec 31, 25

-850

0.00%

Apexium Financial, LP

329.96K

Sep 30, 25

+5.21K

3.91%

Lowe Wealth Advisors, LLC

19.35K

Sep 30, 25

-542

0.23%

AVANTAX ADVISORY SERVICES, INC.

38.31K

Jun 30, 25

+38.31K

0.45%

Coordinated Financial Services, Inc./CO

17.00K

Mar 31, 25

+17.00K

0.20%

LAKE STREET ADVISORS GROUP, LLC

9.09K

Dec 31, 24

+1.19K

0.11%

RAYMOND JAMES & ASSOCIATES

169.09K

Sep 30, 24

+2.24K

2.00%

Raymond James Financial Services Advisors, Inc.

68.33K

Sep 30, 24

+214

0.81%

VitalStone Financial, LLC

12.45K

Sep 30, 24

-4.80K

0.15%

Relative Value Partners Group, LLC

38.43K

Jun 30, 24

+38.43K

0.45%

Cetera Advisor Networks LLC

45.76K

Mar 31, 24

+29.84K

0.54%