SMOT

Vaneck Morningstar Smid Moat$40.66 0.28%
UnclassifiedUSCUSIP 92189H730· EOD Aug 5, 2026◍ Confluence graph
Tracked 13F Holders
92
-60 QoQ
13F Value (tracked)
$215.4M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)11 adding · 17 trimming
Insider net (180d)$0

Price & smart-money activity

$40.66 0.28%4Y +58.2%
$23.09$27.81$32.53$37.25$41.97202220232024202520263333478377116892062010219102114211715413
Hover for who · click for detailEnd-of-day closing prices52w $34.37 – $40.78

Who owns SMOT?

92 tracked 13F filers

92 tracked 13F filers disclose a position in SMOT as of the latest SEC 13F filings, a combined $215.4M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

1 source-reported value row is withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1LPL Financial LLC
$32.8M
931K
−15%
Reduced · −166K sh
Q1 2026
2Gradient Investments LLC
$35.2M
905K
+4.1%
Added · +35K sh
Q2 2026
3GREAT LAKES ADVISORS, LLC
$28.7M
815K
−28%
Reduced · −319K sh
Q1 2026
4MORGAN STANLEY
$17.4M
494K
−18%
Reduced · −109K sh
Q1 2026
5BANK OF AMERICA CORP /DE/
$14.8M
420K
−2.2%
Reduced · −9K sh
Q1 2026
6UNITED CAPITAL FINANCIAL ADVISORS, LLC
$11.9M
339K
−0.4%
Reduced · −1K sh
Q1 2026
7Mesirow Financial Investment Management, Inc.
$10.4M
268K
~0%
Reduced · −108 sh
Q2 2026
8RAYMOND JAMES FINANCIAL INC
$6.0M
169K
−11%
Reduced · −21K sh
Q1 2026
9JONES FINANCIAL COMPANIES LLLP
$3.7M
106K
+16%
Added · +15K sh
Q1 2026
10WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$3.1M
80K
−4.1%
Reduced · −3K sh
Q2 2026
11Bank of New Hampshire
$2.8M
72K
+130%
Added · +40K sh
Q2 2026
12Creekside Partners
$2.6M
68K
+1.4%
Added · +972 sh
Q2 2026
13Prospera Financial Services Inc
$2.5M
65K
−0.3%
Reduced · −213 sh
Q2 2026
14TRUE Private Wealth Advisors
$2.5M
63K
+3.5%
Added · +2K sh
Q2 2026
15MERCER GLOBAL ADVISORS INC /ADV
$2.2M
62K
−6.8%
Reduced · −4K sh
Q1 2026
16STIFEL FINANCIAL CORP
$1.7M
50K
+1.4%
Added · +710 sh
Q1 2026
17Family Office Research LLC
$1.9M
49K
−4.4%
Reduced · −2K sh
Q2 2026
18STEPHENS INC /AR/
$1.9M
49K
−4.8%
Reduced · −2K sh
Q2 2026
19TPG Advisors LLC
$1.9M
49K
+1.7%
Added · +810 sh
Q2 2026
20Brown Financial Advisors
$1.7M
48K
+0.1%
Added · +62 sh
Q1 2026
21Steward Partners Investment Advisory, LLC
$1.6M
46K
−3.2%
Reduced · −2K sh
Q1 2026
22FIRST FOUNDATION ADVISORS
$1.6M
44K
−3.5%
Reduced · −2K sh
Q1 2026
23Cetera Investment Advisers
$1.5M
41K
−34%
Reduced · −22K sh
Q1 2026
24Vise Technologies, Inc.
$1.3M
36K
Held
Q1 2026
25Paladin Wealth, LLC
$1.3M
34K
+10%
Added · +3K sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is SMOT being bought or sold by institutions?

Last quarter, 3 funds opened a new position in SMOT and 8 added to an existing one, while 17 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
3
funds
Added
8
funds
Reduced
17
funds
Exited
0
funds

Funds that own SMOT also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA38 funds$46.1B
APPLE INCAAPL38 funds$35.6B
MICROSOFT CORPMSFT38 funds$30.5B
AMAZON.COM INCAMZN38 funds$21.3B
ALPHABET INC-CL AGOOGL37 funds$17.5B
BROADCOM INCAVGO37 funds$16.1B
ALPHABET INC-CL CGOOG37 funds$12.9B
JOHNSON & JOHNSONJNJ37 funds$6.5B
ABBVIE INCABBV37 funds$4.1B
META PLATFORMS INC-CLASS AMETA36 funds$10.9B
WALMART INCWMT36 funds$4.7B
COCA-COLA CO/THEKO36 funds$3.6B

Ranked by how many of SMOT's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.

Institutional ownership over time

33 funds-26 since Q3 2024
04793Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $74.6M

Share classes

Class13F holdersValue held
HYDmc282 funds$2.9B
EMLCmc273 funds$3.2B
REMXmc266 funds$725.7M
OIHmc236 funds$1.3B
ITMmc165 funds$1.8B
CLOImc153 funds$628.1M
SMOTthis pagemc92 funds$215.4M
DAPPmc59 funds$77.7M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Keep exploring

Connected entities for SMOT

Browse more

Build

Ask your agent what changed in SMOT

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/SMOT/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for SMOT.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SMOT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.