SMOT

Vaneck Morningstar Smid Moat$38.29 2.10%
UnclassifiedUSCUSIP 92189H730· EOD Jun 5, 2026◍ Confluence graph
Tracked 13F Holders
68
+6 QoQ
13F Value (tracked)
$188.5M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)13 adding · 6 trimming
Insider net (180d)$0

Price & smart-money activity

$38.29 2.10%4Y +49.0%
$23.24$27.43$31.61$35.80$39.98202220232024202520263333378377106991261171278131410137
Hover for who · click for detailEnd-of-day closing prices52w $33.42 – $39.11
Build

Use SMOT data in an agent

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent who owns SMOT

This stock page is the Follow view. The Build view lets your agent query SMOT owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/SMOT"
Ask your agent
Use Arkolith to show who owns SMOT,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

68 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1LPL Financial LLC
$32.8M
931K
−15%
Reduced · −166K sh
Q1 2026
2Gradient Investments LLC
$30.6M
870K
+5.7%
Added · +47K sh
Q1 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.
$9.4M
268K
+25%
Added · +53K sh
Q1 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
$2.9M
83K
−11%
Reduced · −10K sh
Q1 2026
11Prospera Financial Services Inc
$2.3M
65K
+1.7%
Added · +1K sh
Q1 2026
12MERCER GLOBAL ADVISORS INC /ADV
$2.2M
62K
−6.8%
Reduced · −4K sh
Q1 2026
13STEPHENS INC /AR/
$1.8M
52K
+4.4%
Added · +2K sh
Q1 2026
14STIFEL FINANCIAL CORP
$1.7M
50K
+1.4%
Added · +710 sh
Q1 2026
15Brown Financial Advisors
$1.7M
48K
+0.1%
Added · +62 sh
Q1 2026
16Steward Partners Investment Advisory, LLC
$1.6M
46K
−3.2%
Reduced · −2K sh
Q1 2026
17FIRST FOUNDATION ADVISORS
$1.6M
44K
−3.5%
Reduced · −2K sh
Q1 2026
18Cetera Investment Advisers
$1.5M
41K
−34%
Reduced · −22K sh
Q1 2026
19Vise Technologies, Inc.
$1.3M
36K
Held
Q1 2026
20HighTower Advisors, LLC
$991K
28K
+0.1%
Added · +42 sh
Q1 2026
21COMMONWEALTH EQUITY SERVICES, LLC
$941K
27K
+7.7%
Added · +2K sh
Q1 2026
22MAI Capital Management
$936K
27K
+33%
Added · +7K sh
Q1 2026
23EP Wealth Advisors, LLC
$782K
22K
−19%
Reduced · −5K sh
Q1 2026
24CITADEL ADVISORS LLC
$770K
22K
+59%
Added · +8K sh
Q1 2026
25Argent Trust Co
$737K
21K
−3.7%
Reduced · −800 sh
Q1 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.

Fund activity: latest quarter

Opened (NEW)
3
funds
Added
10
funds
Reduced
6
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

69 funds+65 since Q4 2022
03569Q4 2022Q3 2023Q2 2024Q1 2025Q4 2025Q1 2026
funds holding aggregate valuelatest $188.8M

Funds that own SMOT also own

CompanyCo-held byCombined value
ISHARES CORE S&P 500 ETFIVV37 funds$13.3B
NVIDIA CORPNVDA37 funds$12.2B
MICROSOFT CORPMSFT37 funds$9.9B
ALPHABET INC-CL AGOOGL37 funds$6.8B
JPMORGAN CHASE & COJPM37 funds$5.2B
SS SPDR S&P 500 ETF TRUST-USSPY37 funds$5.2B
ALPHABET INC-CL CGOOG37 funds$5.1B
BROADCOM INCAVGO37 funds$4.8B
META PLATFORMS INC-CLASS AMETA37 funds$4.5B
JOHNSON & JOHNSONJNJ37 funds$3.0B
EXXON MOBIL CORPXOM37 funds$3.0B
WALMART INCWMT37 funds$2.8B

Ranked by how many of SMOT's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

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

Browse more

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. Every panel above is one call to the Arkolith API & MCP server.