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Vaneck Fables Smicndctr ETF (SMHX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Jefferies Financial Group Inc.
NEW
Shares450,000
Change+450,000
Value$27.3M
Filed 2026-11-05
Assetmark, Inc
DECREASED
Shares364,481 from 371,907
Change-7,426 (-2%)
Value$22.1M (-$1.7M)
Filed 2026-10-21
LPL Financial LLC
INCREASED
Shares143,187 from 118,337
Change+24,850 (+21%)
Value$8.7M (+$1.1M)
Filed 2026-11-06
WBI Investments, LLC
INCREASED
Shares112,877 from 112,755
Change+122 (+0%)
Value$6.8M (-$362.4K)
Filed 2026-11-05
Provenance Wealth Advisors, LLC
INCREASED
Shares45,338 from 32,271
Change+13,067 (+40%)
Value$2.7M (+$686.1K)
Filed 2026-10-30
MinichMacGregor Wealth Management, LLC
NEW
Shares42,362
Change+42,362
Value$2.6M
Filed 2026-10-14
BXM Wealth LLC
UNCHANGED
Shares18,390 from 18,390
Change0 (0%)
Value$1.1M (-$60.3K)
Filed 2026-11-03
Echo45 Advisors LLC
INCREASED
Shares17,480 from 16,902
Change+578 (+3%)
Value$1.1M (-$20.4K)
Filed 2026-10-07
Columbus Macro, LLC
INCREASED
Shares14,052 from 11,524
Change+2,528 (+22%)
Value$851.7K (+$115.4K)
Filed 2026-10-14
Grimes & Co Wealth Management, LLC
DECREASED
Shares12,226 from 12,890
Change-664 (-5%)
Value$741.0K (-$82.5K)
Filed 2026-10-29
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares9,407 from 8,373
Change+1,034 (+12%)
Value$570 (+$35)
Filed 2026-11-02
Commonwealth Equity Services, LLC
INCREASED
Shares9,187 from 9,107
Change+80 (+1%)
Value$556.8K (-$25.0K)
Filed 2026-11-02
Pennsylvania Capital Management Inc
UNCHANGED
Shares7,810 from 7,810
Change0 (0%)
Value$473.4K (-$25.6K)
Filed 2026-11-05
Center For Asset Management LLC
INCREASED
Shares7,163 from 3,182
Change+3,981 (+125%)
Value$434.2K (+$230.8K)
Filed 2026-10-16
Apollon Wealth Management, LLC
DECREASED
Shares6,150 from 6,350
Change-200 (-3%)
Value$372.8K (-$33.0K)
Filed 2026-10-23
Brookstone Capital Management
DECREASED
Shares3,479 from 3,884
Change-405 (-10%)
Value$210.8K (-$37.3K)
Filed 2026-10-22
Cape Investment Advisory, Inc.
INCREASED
Shares1,225 from 783
Change+442 (+56%)
Value$74.2K (+$24.2K)
Filed 2026-10-13
Farther Finance Advisors, LLC
INCREASED
Shares1,049 from 1,000
Change+49 (+5%)
Value$63.6K (-$310)
Filed 2026-10-08
Private Trust Co NA
NEW
Shares1,000
Change+1,000
Value$60.6K
Filed 2026-10-20
Kingdom Financial Group Llc.
UNCHANGED
Shares526 from 526
Change0 (0%)
Value$31.9K (-$1.7K)
Filed 2026-11-04
Rossby Financial, LCC
INCREASED
Shares417 from 227
Change+190 (+84%)
Value$25.3K (+$10.8K)
Filed 2026-11-05
TD Waterhouse Canada Inc.
INCREASED
Shares274 from 128
Change+146 (+114%)
Value$16.9K (+$9.1K)
Filed 2026-10-16
Capital Investment Advisory Services, LLC
DECREASED
Shares117 from 163
Change-46 (-28%)
Value$7.0K (-$3.4K)
Filed 2026-10-30
Simplex Trading, LLC
NEW
Shares99
Change+99
Value$6.0K
Filed 2026-11-04
Armstrong Advisory Group, Inc
NEW
Shares57
Change+57
Value$3.5K
Filed 2026-10-09
US Bancorp \de\
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$3.2K (-$170)
Filed 2026-11-05
Creative Financial Designs Inc
NEW
Shares23
Change+23
Value$1.4K
Filed 2026-11-04
CoreCap Advisors, LLC
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$256)
Filed 2026-10-08
Black Swift Group, LLC
N/A
Shares— from 318,447
Change-318,447 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 48,554
Change-48,554 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 30,125
Change-30,125 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 19,479
Change-19,479 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 13,067
Change-13,067 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 12,040
Change-12,040 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 9,550
Change-9,550 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 9,307
Change-9,307 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 8,444
Change-8,444 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 7,076
Change-7,076 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 6,840
Change-6,840 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 4,786
Change-4,786 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 4,433
Change-4,433 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 4,364
Change-4,364 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 4,345
Change-4,345 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 4,278
Change-4,278 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 3,008
Change-3,008 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,938
Change-1,938 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 828
Change-828 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 643
Change-643 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 500
Change-500 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 317
Change-317 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 155
Change-155 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 73
Change-73 (-100%)
Value—
FMR LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 36
Change-36 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 31
Change-31 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 28
Change-28 (-100%)
Value—
Status
Jefferies Financial Group Inc.
NEW450,000—+450,000——$27.3M—2026-11-05
Assetmark, Inc
DECREASED364,481371,907-7,426-2%$23.8M$22.1M-$1.7M2026-10-21
LPL Financial LLC
INCREASED143,187118,337+24,850+21%$7.6M$8.7M+$1.1M2026-11-06
WBI Investments, LLC
INCREASED112,877112,755+122+0%$7.2M$6.8M-$362.4K2026-11-05
Provenance Wealth Advisors, LLC
INCREASED45,33832,271+13,067+40%$2.1M$2.7M+$686.1K2026-10-30
MinichMacGregor Wealth Management, LLC
NEW42,362—+42,362——$2.6M—2026-10-14
BXM Wealth LLC
UNCHANGED18,39018,39000%$1.2M$1.1M-$60.3K2026-11-03
Echo45 Advisors LLC
INCREASED17,48016,902+578+3%$1.1M$1.1M-$20.4K2026-10-07
Columbus Macro, LLC
INCREASED14,05211,524+2,528+22%$736.3K$851.7K+$115.4K2026-10-14
Grimes & Co Wealth Management, LLC
DECREASED12,22612,890-664-5%$823.5K$741.0K-$82.5K2026-10-29
Cambridge Investment Research Advisors, Inc.
INCREASED9,4078,373+1,034+12%$535$570+$352026-11-02
Commonwealth Equity Services, LLC
INCREASED9,1879,107+80+1%$581.8K$556.8K-$25.0K2026-11-02
Pennsylvania Capital Management Inc
UNCHANGED7,8107,81000%$499.0K$473.4K-$25.6K2026-11-05
Center For Asset Management LLC
INCREASED7,1633,182+3,981+125%$203.3K$434.2K+$230.8K2026-10-16
Apollon Wealth Management, LLC
DECREASED6,1506,350-200-3%$405.7K$372.8K-$33.0K2026-10-23
Brookstone Capital Management
DECREASED3,4793,884-405-10%$248.1K$210.8K-$37.3K2026-10-22
Cape Investment Advisory, Inc.
INCREASED1,225783+442+56%$50.0K$74.2K+$24.2K2026-10-13
Farther Finance Advisors, LLC
INCREASED1,0491,000+49+5%$63.9K$63.6K-$3102026-10-08
Private Trust Co NA
NEW1,000—+1,000——$60.6K—2026-10-20
Kingdom Financial Group Llc.
UNCHANGED52652600%$33.6K$31.9K-$1.7K2026-11-04
Rossby Financial, LCC
INCREASED417227+190+84%$14.5K$25.3K+$10.8K2026-11-05
TD Waterhouse Canada Inc.
INCREASED274128+146+114%$7.9K$16.9K+$9.1K2026-10-16
Capital Investment Advisory Services, LLC
DECREASED117163-46-28%$10.4K$7.0K-$3.4K2026-10-30
Simplex Trading, LLC
NEW99—+99——$6.0K—2026-11-04
Armstrong Advisory Group, Inc
NEW57—+57——$3.5K—2026-10-09
US Bancorp \de\
UNCHANGED525200%$3.3K$3.2K-$1702026-11-05
Creative Financial Designs Inc
NEW23—+23——$1.4K—2026-11-04
CoreCap Advisors, LLC
CLOSED04-4-100%$256$0-$2562026-10-08
Black Swift Group, LLC
N/A—318,447-318,447-100%$20.3M———
Quadrature Capital Ltd
N/A—48,554-48,554-100%$3.1M———
Bank of America Corp
N/A—30,125-30,125-100%$1.9M———
D. E. Shaw & Co., Inc.
N/A—19,479-19,479-100%$1.2M———
AQR Capital Management LLC
N/A—13,067-13,067-100%$834.9K———
Western Wealth Management, LLC
N/A—12,040-12,040-100%$769.2K———
Envestnet Asset Management Inc
N/A—9,550-9,550-100%$610.2K———
Cetera Investment Advisers
N/A—9,307-9,307-100%$594.6K———
HRT Financial LP
N/A—8,444-8,444-100%$539———
Raymond James Financial Inc
N/A—7,076-7,076-100%$452.1K———
Maridea Wealth Management LLC
N/A—6,840-6,840-100%$437.0K———
PFG Investments, LLC
N/A—4,786-4,786-100%$305.8K———
Concorde Asset Management, LLC
N/A—4,433-4,433-100%$283.2K———
Advisory Services Network, LLC
N/A—4,364-4,364-100%$278.8K———
Gladstone Institutional Advisory LLC
N/A—4,345-4,345-100%$277.6K———
Susquehanna International Group, LLP
N/A—4,278-4,278-100%$273.3K———
Osaic Holdings, Inc.
N/A—3,008-3,008-100%$192.2K———
Global Retirement Partners, LLC
N/A—1,938-1,938-100%$123.8K———
Royal Bank of Canada
N/A—828-828-100%$53.0K———
Steward Partners Investment Advisory, LLC
N/A—643-643-100%$41.1K———
Atlantic Union Bankshares Corp
N/A—500-500-100%$31.9K———
Ameritas Advisory Services, LLC
N/A—317-317-100%$20.3K———
Van Eck Associates Corp
N/A—155-155-100%$9.9K———
Continuum Advisory, LLC
N/A—73-73-100%$4.7K———
FMR LLC
N/A—40-40-100%$2.5K———
Darwin Wealth Management, LLC
N/A—36-36-100%$2.3K———
Wells Fargo & Company
N/A—31-31-100%$2.0K———
Frazier Financial Advisors, LLC
N/A—28-28-100%$1.8K———
Showing 56 of 56 institutions