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Get Institutions for : 
Vaneck Morningstar Smid Moat Etf (SMOT)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 62    16
Total shares held : 
 5,148,042  
% of shares held : 
 5.72%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   36  
Amount of shares held : 
 685,960  
% of shares held change : 
   0.76%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
18
 478,696
 9.3%
 
Increased Positions :
30
 700,996
 13.62%
 
Unchanged Positions :
4
 51,479
 1%
 
Decreased Positions :
10
-463,778
-9.01%
 
Closed Positions :
2
-29,954
-0.58%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   GRADIENT INVESTMENTS LLC 33 - 2024-03-31 999,547 $34,095,000 -44,556
   Principle Wealth Partners LLC 10 - 2024-03-31 726,451 $24,779,000 67,406
   THRIVENT FINANCIAL FOR LUTHERANS 466 *New 2024-03-31 548,402 $18,706,000 548,402
   LPL FINANCIAL CORP 1032 - 2024-03-31 479,501 $16,356,000 -33,459
   FINANCIAL MANAGEMENT NETWORK INC 4 - 2024-03-31 492,649 $16,272,000 32,712
   BANK OF AMERICA CORP /DE/ 2127 - 2024-03-31 451,059 $15,386,000 281,850
   Vista Private Wealth Partners. LLC 10 - 2024-03-31 272,776 $9,028,000 -1,845
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 109 *New 2024-03-31 249,174 $8,499,000 249,174
   RAYMOND JAMES & ASSOCIATES 1394 - 2024-03-31 194,258 $6,626,000 101,119
   Apexium Financial LP 30 - 2024-03-31 181,261 $6,183,000 37,395
   MARINER WEALTH ADVISORS, LLC 721 - 2024-03-31 148,808 $5,076,000 -1,798
   WOODMONT INVESTMENT COUNSEL LLC 49 - 2024-03-31 145,646 $4,968,000 1,643
   DAVID R. RAHN & ASSOCIATES INC. 17 - 2024-03-31 126,594 $4,318,000 -7,136
   MML INVESTORS SERVICES LLC 729 - 2024-03-31 119,772 $4,085,000 9,590
   Kestra Advisory Services LLC 638 *New 2024-03-31 104,322 $3,558,000 104,322
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 985 - 2024-03-31 95,399 $3,254,000 -6,911
   BB&T CORP 1123 - 2024-03-31 80,397 $2,742,000 31,918
   EP WEALTH ADVISORS, INC. 234 - 2024-03-31 71,745 $2,447,000 20,890
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1546 - 2024-03-31 69,685 $2,377,000 5,340
   KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 114 - 2024-03-31 61,943 $2,113,000 -492
   STIFEL FINANCIAL CORP 1837 - 2024-03-31 49,995 $1,705,000 7,953
   FINANCIAL NETWORK 1152 - 2024-03-31 45,755 $1,561,000 29,835
   Cetera Investment Advisers 1731 *New 2024-03-31 45,755 $1,561,000 45,755
   Advisor Group Holdings Inc. 1896 - 2024-03-31 45,017 $1,536,000 4,475
   PATTON ALBERTSON & MILLER, LLC 92 - 2024-03-31 45,014 $1,535,000 723
   Steward Partners Investment Advisory LLC 678 - 2024-03-31 42,228 $1,440,000 -1,745
   ICAPITAL WEALTH LLC 32 - 2024-03-31 40,000 $1,364,000 0
   STEPHENS INC /AR/ 509 - 2024-03-31 39,137 $1,335,000 28,918
   Western Wealth Management LLC 196 - 2024-03-31 35,957 $1,226,000 18,109
   MERCER GLOBAL ADVISORS INC /ADV 929 *New 2024-03-31 800 $1,084,000 800
   Equitable Holdings Inc. 598 - 2024-03-31 31,517 $1,075,000 2,994
   Beaumont Financial Advisors LLC 139 - 2024-03-31 31,075 $1,060,000 2,746
   LAKE STREET FINANCIAL LLC 142 - 2024-03-31 30,290 $1,033,000 18,850
   HIGHTOWER ADVISORS, LLC 1779 - 2024-03-31 29,049 $986,000 6,218
   Capital Investment Advisory Services LLC 209 - 2024-03-31 25,540 $871,000 -10,111
   Argent Trust Co 351 - 2024-03-31 22,350 $762,000 4,150
   Acorn Wealth Advisors LLC 60 - 2024-03-31 21,513 $734,000 8,600
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2989 - 2024-03-31 20,267 $691,000 5,962
   VitalStone Financial LLC 41 - 2024-03-31 19,223 $656,000 -1,170
   ROYAL BANK OF CANADA 3303 - 2024-03-31 18,519 $632,000 -8,649
   CWM LLC 1046 - 2024-03-31 18,120 $618,000 -1,553
   IHT Wealth Management LLC 576 *New 2024-03-31 17,575 $599,000 17,575
   Allen Mooney & Barnes Investment Advisors LLC 94 *New 2024-03-31 17,015 $559,000 17,015
   Balboa Wealth Partners 115 - 2024-03-31 15,874 $541,000 6,381
   Coordinated Financial Services Inc./CO 64 - 2024-03-31 14,971 $511,000 0
   COMMONWEALTH EQUITY SERVICES LLC. 2767 - 2024-03-31 14,955 $510,000 -74,184
   TRUE Private Wealth Advisors 169 *New 2024-03-31 13,852 $472,000 13,852
   JANNEY MONTGOMERY SCOTT LLC 2042 - 2024-03-31 13,606 $464,000 3,758
   ANCORA ADVISORS, LLC 500 - 2024-03-31 13,523 $461,000 0
   Orion Portfolio Solutions LLC 1295 - 2024-03-31 13,391 $457,000 -35,671
   Etesian Wealth Advisors Inc. 93 - 2024-03-31 12,176 $415,000 2,833
   Private Advisor Group LLC 1643 - 2024-03-31 11,744 $401,000 -2,473
   Stiles Financial Services Inc 121 *New 2024-03-31 11,496 $392,000 11,496
   JANE STREET GROUP LLC 4123 *New 2024-03-31 11,389 $388,000 11,389
   ENVESTNET ASSET MANAGEMENT INC 3576 *New 2024-03-31 10,982 $375,000 10,982
   Lowe fs LLC 35 - 2024-03-31 9,470 $323,000 725
   PROSPERA FINANCIAL SERVICES 832 - 2023-12-31 9,835 $310,000 -175
   Tranquility Partners LLC 174 - 2024-03-31 8,727 $298,000 1,915
   Atlas Wealth LLC 61 *New 2024-03-31 8,521 $291,000 8,521
   Beacon Pointe Advisors LLC 1120 *New 2024-03-31 7,904 $270,000 7,904
   Capital Analysts Inc. 393 - 2024-03-31 7,769 $265,000 -1,531
   CITADEL ADVISORS LLC 4447 - 2024-03-31 6,725 $229,000 -7,537
   RANDOLPH CO INC 45 - 2024-03-31 6,377 $218,000 21
   TOWER RESEARCH CAPITAL LLC 1935 *New 2024-03-31 2,438 $83,000 2,438
   IAG Wealth Partners LLC 134 - 2024-03-31 2,305 $79,000 0
   IFP Advisors Inc 1485 - 2023-12-31 1,700 $54,000 -2,846
   WELLS FARGO & CO/MN 4683 - 2024-03-31 1,416 $48,000 26
   UBS Group AG 5410 - 2024-03-31 1,140 $39,000 1,140
   Financial Advisory Service Inc. 376 - 2024-03-31 827 $28,000 0
   VAN ECK ASSOCIATES CORP 1312 - 2024-03-31 548 $19,000 348
   CLEAR INVESTMENT RESEARCH LLC 138 - 2024-03-31 561 $19,000 3
   MORGAN STANLEY 6331 - 2024-03-31 430 $15,000 301
   FMR LLC 4555 *New 2024-03-31 63 $2,000 63
   PROEQUITIES INC. 2298 - 2024-03-31 0 $0 0
   PANORAMIC INVESTMENT ADVISORS LLC 114 *Closed 2024-03-31 0 $0 -7,793
   AlphaCore Capital LLC 330 *Closed 2024-03-31 0 $0 -11,350
   SageView Advisory Group LLC 741 *Closed 2024-03-31 0 $0 -7,619
   Visionary Wealth Advisors 511 *Closed 2024-03-31 0 $0 -31,816
   Soundwatch Capital LLC 23 *Closed 2024-03-31 0 $0 -8,127
  79 Records found
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