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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

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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 109 *New 2024-03-31 249,174 $8,499,000 249,174
   EP WEALTH ADVISORS, INC. 289 *New 2023-12-31 50,855 $1,602,000 50,855
   Visionary Wealth Advisors 225 *New 2023-12-31 31,816 $1,002,000 31,816
   ROYAL BANK OF CANADA 3196 *New 2023-12-31 27,168 $856,000 27,168
   Allen Mooney & Barnes Investment Advisors LLC 94 *New 2024-03-31 17,015 $559,000 17,015
   FINANCIAL NETWORK 1870 *New 2023-12-31 15,920 $501,000 15,920
   TRUE Private Wealth Advisors 169 *New 2024-03-31 13,852 $472,000 13,852
   Stiles Financial Services Inc 121 *New 2024-03-31 11,496 $392,000 11,496
   STEPHENS INC /AR/ 908 *New 2023-12-31 10,219 $322,000 10,219
   Balboa Wealth Partners 157 *New 2023-12-31 9,493 $299,000 9,493
   Atlas Wealth LLC 61 *New 2024-03-31 8,521 $291,000 8,521

  11 Records found
  1    
  Page 1 of 1
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