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Vaneck Morningstar Smid Moat (SMOT)

CUSIP: 92189H730 | NYSE | 187 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Gradient Investments LLC925,609
0.5% of portfolio›$34.7M
Focused Alpha, LLC152,659
1.4% of portfolio›$5.7M
Financial Management Network Inc152,571
0.8% of portfolio›$5.7M
Prospera Financial Services Inc98,969
0.1% of portfolio›$4.0M
Eubel Brady & Suttman Asset Management Inc82,950
0.0% of portfolio›$3.1K
Bank of New Hampshire81,654
0.7% of portfolio›$3.1M
Ascentis Independent Advisors76,377
0.2% of portfolio›$2.9M
Wealth Enhancement Advisory Services, LLC74,063
0.0% of portfolio›$2.8M
Creekside Partners68,897
1.0% of portfolio›$2.6M
True Private Wealth Advisors67,794
0.2% of portfolio›$2.5M
TPG Advisors LLC47,684
1.0% of portfolio›$1.8M
Family Office Research LLC42,128
0.6% of portfolio›$1.6M
Paladin Wealth, LLC34,874
0.7% of portfolio›$1.3M
Vise Technologies, Inc.32,747
0.0% of portfolio›$1.2M
Beaumont Financial Advisors, LLC28,857
0.1% of portfolio›$1.1M
Stiles Financial Services Inc23,637
0.2% of portfolio›$885.8K
First Financial Group Corp20,331
0.6% of portfolio›$761.9K
Comprehensive Financial Consultants Institutional, Inc.18,841
0.2% of portfolio›$706.1K
Woodmont Investment Counsel LLC17,026
0.0% of portfolio›$638.0K
Commonwealth Equity Services, LLC16,229
0.0% of portfolio›$608.2K
AlphaCore Capital LLC14,350
0.0% of portfolio›$537.8K
Cambridge Investment Research Advisors, Inc.13,940
0.0% of portfolio›$522
Tranquility Partners, LLC12,316
0.2% of portfolio›$461.5K
Principle Wealth Partners LLC11,454
0.0% of portfolio›$429.2K
Oppenheimer & Co Inc11,271
0.0% of portfolio›$422.4K
Kestra Advisory Services, LLC9,288
0.0% of portfolio›$348.1K
Independent Financial Group, LLC7,981
0.0% of portfolio›$299.1K
Fermata Advisors, LLC7,849
0.1% of portfolio›$294.1K
Stegent Equity Advisors, Inc.7,822
0.2% of portfolio›$293.1K
Soundwatch Capital LLC7,716
0.0% of portfolio›$290.4K
Capital Investment Advisory Services, LLC6,378
0.0% of portfolio›$239.0K
Creative Planning6,100
0.0% of portfolio›$228.6K
StoneX Group Inc.5,638
0.0% of portfolio›$220.8K
IFP Advisors, Inc4,828
0.0% of portfolio›$180.9K
Eastern Bank1,000
0.0% of portfolio›$37.5K
Private Trust Co NA890
0.0% of portfolio›$33.4K
1620 Investment Advisors, Inc.845
0.0% of portfolio›$31.7K
Global X Japan Co., Ltd.645
0.0% of portfolio›$24.2K
Hilton Head Capital Partners, LLC500
0.0% of portfolio›$18.7K
Assetmark, Inc355
0.0% of portfolio›$13.3K
Citigroup Inc163
0.0% of portfolio›$6.1K
Dhjj Financial Advisors, Ltd.10
0.0% of portfolio›$375
StyleTurnoverLocationFiled
Gradient Investments LLC
925,609$34.7M0.5%CoreMediumArden Hills, MN2026-10-08
Focused Alpha, LLC
152,659$5.7M1.4%CoreMediumDenver, CO2026-10-20
Financial Management Network Inc
152,571$5.7M0.8%ETFLowMission Viejo, CA2026-10-09
Prospera Financial Services Inc
98,969$4.0M0.1%CoreMediumDallas, TX2026-11-04
Eubel Brady & Suttman Asset Management Inc
82,950$3.1K0.0%Deep ValueMediumMiamisburg, OH2026-11-04
Bank of New Hampshire
81,654$3.1M0.7%CoreLowLaconia, NH2026-10-06
Ascentis Independent Advisors
76,377$2.9M0.2%ETFLowDallas, TX2026-11-03
Wealth Enhancement Advisory Services, LLC
74,063$2.8M0.0%CoreLowPlymouth, MN2026-10-13
Creekside Partners
68,897$2.6M1.0%ETFVery LowPetaluma, CA2026-11-04
True Private Wealth Advisors
67,794$2.5M0.2%ETFMediumSalem, OR2026-10-19
TPG Advisors LLC
47,684$1.8M1.0%ETFVery LowNorthfield, IL2026-10-16
Family Office Research LLC
42,128$1.6M0.6%ETFLowBethesda, MD2026-10-14
Paladin Wealth, LLC
34,874$1.3M0.7%CoreLowArden Hills, MN2026-10-23
Vise Technologies, Inc.
32,747$1.2M0.0%IndexLowNew York, NY2026-10-29
Beaumont Financial Advisors, LLC
28,857$1.1M0.1%GrowthMediumNeedham, MA2026-10-22
Stiles Financial Services Inc
23,637$885.8K0.2%GrowthLowEdina, MN2026-10-30
First Financial Group Corp
20,331$761.9K0.6%ETFLowRaleigh, NC2026-10-22
Comprehensive Financial Consultants Institutional, Inc.
18,841$706.1K0.2%CoreMediumBloomington, IN2026-10-15
Woodmont Investment Counsel LLC
17,026$638.0K0.0%GARPVery LowNashville, TN2026-10-29
Commonwealth Equity Services, LLC
16,229$608.2K0.0%ETFLowWaltham, MA2026-11-02
AlphaCore Capital LLC
14,350$537.8K0.0%ETFLowLa Jolla, CA2026-11-04
Cambridge Investment Research Advisors, Inc.
13,940$5220.0%ETFLowFairfield, IA2026-11-02
Tranquility Partners, LLC
12,316$461.5K0.2%CoreLowBrentwood, TN2026-10-20
Principle Wealth Partners LLC
11,454$429.2K0.0%CoreVery LowMadison, CT2026-11-02
Oppenheimer & Co Inc
11,271$422.4K0.0%CoreLowNew York, NY2026-10-26
Kestra Advisory Services, LLC
9,288$348.1K0.0%CoreLowAustin, TX2026-11-02
Independent Financial Group, LLC
7,981$299.1K0.0%GrowthLowSan Diego, CA2026-10-13
Fermata Advisors, LLC
7,849$294.1K0.1%ETFLowSonoma, CA2026-10-13
Stegent Equity Advisors, Inc.
7,822$293.1K0.2%ETFHighHouston, TX2026-10-13
Soundwatch Capital LLC
7,716$290.4K0.0%ETFVery LowDallas, TX2026-11-04
Capital Investment Advisory Services, LLC
6,378$239.0K0.0%CoreMediumRaleigh, NC2026-10-30
Creative Planning
6,100$228.6K0.0%IndexVery LowOverland Park, KS2026-11-02
StoneX Group Inc.
5,638$220.8K0.0%ETFMediumNew York, NY2026-11-03
IFP Advisors, Inc
4,828$180.9K0.0%GrowthLowTampa, FL2026-10-16
Eastern Bank
1,000$37.5K0.0%GrowthMediumBoston, MA2026-10-05
Private Trust Co NA
890$33.4K0.0%CoreLowCleveland, OH2026-10-20
1620 Investment Advisors, Inc.
845$31.7K0.0%ValueLowPlymouth, MA2026-11-04
Global X Japan Co., Ltd.
645$24.2K0.0%Agg GrowthMediumChiyoda-Ku, Tokyo, Mexico2026-10-21
Hilton Head Capital Partners, LLC
500$18.7K0.0%CoreMediumHilton Head Island, SC2026-10-23
Assetmark, Inc
355$13.3K0.0%ETFLowConcord, CA2026-10-21
Citigroup Inc
163$6.1K0.0%CoreMediumNew York, NY2026-11-04
Dhjj Financial Advisors, Ltd.
10$3750.0%ETFVery LowNaperville, IL2026-10-23