VanEck Morningstar SMID Moat
SMOT • BATS
VanEck Morningstar SMID Moat is an exchange-traded fund on BATS. As of Q3 2025, 102 institutional investors hold shares in this ETF, with total holdings valued at $283.8M. LPL Financial LLC is the largest holder with a position valued at $44.5M.
Overview
Overview of institutional ownership in SMOT as of Q3 2025
All Institutions
- Institutions
- 102
- Value Held
- $283.8M
- Shares Held
- 7.9M
- Avg Position
- $2.8M
- Median Position
- $516.4K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $309.2K
- Shares Held
- 8.6K
- Avg Position
- $309.2K
- Median Position
- $309.2K
Biggest Investors
Institutions with the largest positions in SMOT as of Q3 2025
| Institution | Position Value |
|---|---|
L LPL Financial LLC Institution | $44.5M 0.01% of portfolio |
 GREAT LAKES ADVISORS, LLC Long Only Manager | $38.7M 0.34% of portfolio |
 Gradient Investments LLC RIA/Wealth | $28.5M 0.50% of portfolio |
 MORGAN STANLEY RIA/Wealth | $22.0M 0.00% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $21.9M 0.00% of portfolio |
 FINANCIAL MANAGEMENT NETWORK INC RIA/Wealth | $20.0M 3.35% of portfolio |
 Apexium Financial, LP RIA/Wealth | $11.9M 0.58% of portfolio |
$9.3M 0.17% of portfolio | |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $6.8M 0.00% of portfolio |
 MML INVESTORS SERVICES, LLC RIA/Wealth | $4.6M 0.01% of portfolio |
Net Capital Flow
Institutional buying and selling activity for SMOT in Q3 2025
- Traded
- −$19.8M
- Buyers
- 40
- Sellers
- 50
- Total Bought
- +$13.4M
- Total Sold
- −$33.1M
- Avg Position
- $2.7M
Biggest Buyers
| Institution | Net Bought |
|---|---|
L LPL Financial LLC Institution | +$2.7M +75.3K shares |
GREAT LAKES ADVISORS, LLC Long Only Manager | +$2.7M +74.8K shares |
MORGAN STANLEY RIA/Wealth | +$1.5M +42.4K shares |
R ROYAL BANK OF CANADA Institution | +$1.5M +40.6K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$765.7K +21.2K shares |
 A4 Wealth Advisors LLC RIA/Wealth | +$439.7K +12.2K shares |
J JONES FINANCIAL COMPANIES LLLP Institution | +$436.1K +12.0K shares |
+$405.3K +11.3K shares | |
G Global X Japan Co., Ltd. Institution | +$392.9K +10.9K shares |
MML INVESTORS SERVICES, LLC RIA/Wealth | +$350.2K +9.7K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
Gradient Investments LLC RIA/Wealth | −$16.2M −447.8K shares |
 WOODMONT INVESTMENT COUNSEL LLC RIA/Wealth | −$5.5M −152.9K shares |
 Farther Finance Advisors, LLC RIA/Wealth | −$3.2M −89.1K shares |
−$955.9K −26.5K shares | |
B Brown Financial Advisors RIA/Wealth | −$919.5K −25.5K shares |
 TRUE Private Wealth Advisors RIA/Wealth | −$804.6K −22.3K shares |
 Cetera Investment Advisers RIA/Wealth | −$760.1K −21.1K shares |
 Mattson Financial Services, LLC RIA/Wealth | −$549.8K −15.2K shares |
 THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager | −$441.5K −12.7K shares |
P Paladin Wealth, LLC Institution | −$389.0K −10.8K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited SMOT in Q3 2025
- New Positions
- 7
- New Value
- $892.4K
- Exited Positions
- 5
- Exited Value
- $945.7K
New Positions
| Institution | Position Value |
|---|---|
A4 Wealth Advisors LLC RIA/Wealth | $439.7K 12.2K shares |
 Foundations Investment Advisors, LLC RIA/Wealth | $244.2K 6.8K shares |
B Bank of New Hampshire Institution | $147.7K 4.1K shares |
O Optiver Holding B.V. Institution | $37.1K 1.0K shares |
B BROWN BROTHERS HARRIMAN & CO RIA/Wealth | $14.9K 412.0 shares |
 Rockefeller Capital Management L.P. Long Only Manager | $8.8K 243.0 shares |
 DHJJ Financial Advisors, Ltd. RIA/Wealth | $73.0 2.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager | $441.5K 12.7K shares |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $310.5K 8.9K shares |
S SIERRA OCEAN, LLC RIA/Wealth | $143.0K 4.2K shares |
 SRS Capital Advisors, Inc. RIA/Wealth | $49.8K 1.4K shares |
 CREATIVE FINANCIAL DESIGNS INC /ADV RIA/Wealth | $800.0 23.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in SMOT as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with SMOT as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
FINANCIAL MANAGEMENT NETWORK INC RIA/Wealth | 3.35% $20.0M |
 Stegent Equity Advisors, Inc. RIA/Wealth | 1.83% $2.2M |
T TPG Advisors LLC Institution | 1.46% $2.2M |
 Family Office Research LLC RIA/Wealth | 1.22% $2.8M |
 Creekside Partners RIA/Wealth | 1.03% $2.3M |
 First Financial Group Corp RIA/Wealth | 0.77% $887.1K |
B Brown Financial Advisors RIA/Wealth | 0.66% $1.7M |
P Paladin Wealth, LLC Institution | 0.61% $799.4K |
Apexium Financial, LP RIA/Wealth | 0.58% $11.9M |
 Coordinated Financial Services, Inc. RIA/Wealth | 0.52% $805.2K |
Hedge Fund Spotlight
Discover hedge funds investing in SMOT
Fermata Advisors, LLC
Hedge Fund • Sector
Portfolio ManagerNelson Moonhun Seo
- Portfolio Value
- $371.6M
- Positions
- 207
- Last Reported
- Q3 2025
Sector Allocation
Position in VanEck Morningstar SMID Moat
- Market Value
- $309.2K
- Shares Held
- 8.6K
- Portfolio Weight
- 0.08%
- Owned Since
- 2025-Q2
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Consumer Electronics Technology | $13.6M | 3.67% | |
ETF ETF | $13.1M | 3.53% | |
ETF ETF | $12.7M | 3.43% |
