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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
   Principle Wealth Partners LLC 10 - 2024-03-31 726,451 $24,779,000 67,406
   FINANCIAL MANAGEMENT NETWORK INC 4 - 2024-03-31 492,649 $16,272,000 32,712
   Vista Private Wealth Partners. LLC 8 - 2023-12-31 274,621 $8,365,000 9,332
   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
   BANK OF AMERICA CORP /DE/ 2832 - 2023-12-31 169,209 $5,330,000 56,701
   WOODMONT INVESTMENT COUNSEL LLC 49 - 2024-03-31 145,646 $4,968,000 1,643
   MARINER WEALTH ADVISORS, LLC 696 - 2023-12-31 150,606 $4,744,000 359
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1546 - 2024-03-31 69,685 $2,377,000 5,340
   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
   BB&T CORP 1366 - 2023-12-31 48,479 $1,527,000 2,209
   Western Wealth Management LLC 196 - 2024-03-31 35,957 $1,226,000 18,109
   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
   Equitable Holdings Inc. 610 - 2023-12-31 28,523 $898,000 14,215
   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
   JANNEY MONTGOMERY SCOTT LLC 2042 - 2024-03-31 13,606 $464,000 3,758
   CITADEL ADVISORS LLC 3704 - 2023-12-31 14,262 $449,000 3,110
   ANCORA ADVISORS, LLC 502 - 2023-12-31 13,523 $426,000 5,383
   Etesian Wealth Advisors Inc. 93 - 2024-03-31 12,176 $415,000 2,833
   Lowe fs LLC 35 - 2024-03-31 9,470 $323,000 725
   Tranquility Partners LLC 174 - 2024-03-31 8,727 $298,000 1,915
   Capital Analysts Inc. 370 - 2023-12-31 9,300 $293,000 4,271
   RANDOLPH CO INC 45 - 2024-03-31 6,377 $218,000 21
   WELLS FARGO & CO/MN 4683 - 2024-03-31 1,416 $48,000 26
   VAN ECK ASSOCIATES CORP 1312 - 2024-03-31 548 $19,000 348
   CLEAR INVESTMENT RESEARCH LLC 138 - 2024-03-31 561 $19,000 3

  31 Records found
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