VanEck Short Muni is an exchange-traded fund on BATS. As of Q3 2025, 90 institutional investors hold shares in this ETF, with total holdings valued at $215.1M. Hanson McClain, Inc. is the largest holder with a position valued at $35.1M.
Overview of institutional ownership in SMB as of Q3 2025
Institutions with the largest positions in SMB as of Q3 2025
| Institution | Position Value |
|---|---|
Hanson McClain, Inc. RIA/Wealth | $35.1M 0.16% of portfolio |
BANK OF AMERICA CORP /DE/ Institution | $34.2M 0.00% of portfolio |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $15.7M 0.01% of portfolio |
L LPL Financial LLC Institution | $10.4M 0.00% of portfolio |
WELLS FARGO & COMPANY/MN Institution | $9.6M 0.00% of portfolio |
JPMORGAN CHASE & CO Institution | $9.3M 0.00% of portfolio |
MORGAN STANLEY RIA/Wealth | $8.4M 0.00% of portfolio |
AMERIPRISE FINANCIAL INC Institution | $7.0M 0.00% of portfolio |
S STIFEL FINANCIAL CORP Long Only Manager | $6.0M 0.01% of portfolio |
Savant Capital, LLC RIA/Wealth | $5.7M 0.03% of portfolio |
Institutional buying and selling activity for SMB in Q3 2025
| Institution | Net Bought |
|---|---|
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$14.4M +825.3K shares |
Savant Capital, LLC RIA/Wealth | +$5.7M +328.3K shares |
Hanson McClain, Inc. RIA/Wealth | +$2.5M +146.1K shares |
BANK OF AMERICA CORP /DE/ Institution | +$1.4M +79.7K shares |
LWM Advisory Services, LLC RIA/Wealth | +$909.1K +52.2K shares |
Gradient Investments LLC RIA/Wealth | +$711.2K +40.8K shares |
L LPL Financial LLC Institution | +$627.7K +36.0K shares |
AMERIPRISE FINANCIAL INC Institution | +$419.8K +24.1K shares |
P PEOPLES BANK NATIONAL ASSOCIATION Institution | +$381.5K +21.9K shares |
MML INVESTORS SERVICES, LLC RIA/Wealth | +$369.3K +21.2K shares |
| Institution | Net Sold |
|---|---|
M Holdings Securities, Inc. RIA/Wealth | −$9.9M −566.7K shares |
Miracle Mile Advisors, LLC RIA/Wealth | −$1.9M −107.3K shares |
Integrated Wealth Concepts LLC RIA/Wealth | −$1.5M −87.2K shares |
Eqis Capital Management, Inc. RIA/Wealth | −$844.4K −48.9K shares |
MORGAN STANLEY RIA/Wealth | −$657.2K −37.7K shares |
Prosperity Consulting Group, LLC RIA/Wealth | −$624.4K −35.8K shares |
Rehmann Capital Advisory Group RIA/Wealth | −$317.6K −18.4K shares |
Fluent Financial, LLC RIA/Wealth | −$294.5K −17.1K shares |
TITLEIST ASSET MANAGEMENT, LLC RIA/Wealth | −$250.7K −14.5K shares |
J JANE STREET GROUP, LLC Institution | −$238.9K −13.7K shares |
Institutions that initiated new positions or completely exited SMB in Q3 2025
| Institution | Position Value |
|---|---|
Savant Capital, LLC RIA/Wealth | $5.7M 328.3K shares |
LWM Advisory Services, LLC RIA/Wealth | $909.1K 52.2K shares |
P PEOPLES BANK NATIONAL ASSOCIATION Institution | $381.5K 21.9K shares |
BB&T CORP Institution | $236.2K 13.6K shares |
Guerra Advisors Inc RIA/Wealth | $45.8K 2.6K shares |
| Institution | Previous Position |
|---|---|
Eqis Capital Management, Inc. RIA/Wealth | $844.4K 48.9K shares |
Rehmann Capital Advisory Group RIA/Wealth | $317.6K 18.4K shares |
Fluent Financial, LLC RIA/Wealth | $294.5K 17.1K shares |
TITLEIST ASSET MANAGEMENT, LLC RIA/Wealth | $250.7K 14.5K shares |
Transce3nd, LLC RIA/Wealth | $185.2K 10.7K shares |
Keystone Global Partners, LLC RIA/Wealth | $57.9K 3.4K shares |
Aptus Capital Advisors, LLC ETF Provider | $53.0K 3.1K shares |
Geneos Wealth Management Inc. RIA/Wealth | $6.7K 386.0 shares |
Nova Wealth Management, Inc. RIA/Wealth | $5.1K 296.0 shares |
Institutions with the largest Call and Put options positions in SMB as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with SMB as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
MY Wealth Management Inc. RIA/Wealth | 3.86% $4.4M |
IMPACTfolio, LLC RIA/Wealth | 1.20% $2.8M |
LWM Advisory Services, LLC RIA/Wealth | 0.57% $909.1K |
MidWestOne Financial Group, Inc. Institution | 0.45% $3.7M |
M Holdings Securities, Inc. RIA/Wealth | 0.41% $1.9M |
CONDOR CAPITAL MANAGEMENT RIA/Wealth | 0.31% $3.8M |
P PEOPLES BANK NATIONAL ASSOCIATION Institution | 0.23% $381.5K |
Willis Johnson & Associates, Inc. RIA/Wealth | 0.23% $3.7M |
Westside Investment Management, Inc. RIA/Wealth | 0.20% $1.2M |
JUNCTURE WEALTH STRATEGIES, LLC RIA/Wealth | 0.18% $546.8K |
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