VanEck Short Muni ETF (SMB) Institutional Ownership

$16.98
-0.01 (-0.06%)
(As of 05/17/2024 ET)

Institutional Ownership Changes (13F Filings) for VanEck Short Muni ETF (BATS:SMB)

Number of
Institutional Buyers
(last 12 months)
45
Total
Institutional Inflows
(last 12 months)
$56.80M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$28.15M
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SMB Institutional Buying and Selling by Quarter

VanEck Short Muni ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 Comerica Bank20,148$343K0.0%+8.1%0.135%
5/16/2024 Jane Street Group LLC1,356,703$23.09M0.0%+146.9%9.105%
5/9/2024 Condor Capital Management188,278$3.20M0.3%+4.8%1.264%
5/7/2024 Sei Investments Co.153,363$2.61M0.0%+3.8%1.029%
5/4/2024 PrairieView Partners LLC301,418$5.13M0.6%+0.3%2.023%
5/3/2024 Rehmann Capital Advisory Group68,583$1.17M0.1%+7.9%0.460%
5/1/2024 Janney Capital Management LLC148,777$2.53M0.2%-1.2%0.999%
5/1/2024 Cherry Tree Wealth Management LLC14,688$250K0.1%-16.6%0.099%
5/1/2024 Prosperity Consulting Group LLC236,601$4.03M0.5%N/A1.588%
4/29/2024 FAS Wealth Partners Inc.36,039$613K0.1%+6.9%0.242%
4/23/2024 Global Retirement Partners LLC2,385$41K0.0%-36.3%0.017%
4/22/2024 PFG Investments LLC21,918$373K0.0%+6.5%0.158%
4/19/2024 Willis Johnson & Associates Inc.242,039$4.12M0.4%-4.9%1.741%
4/18/2024 Miracle Mile Advisors LLC16,170$275K0.0%N/A0.116%
4/17/2024 Vicus Capital46,097$785K0.1%-3.0%0.332%
4/16/2024 Dohj LLC358,373$6.10M1.6%+44.0%2.578%
4/15/2024 Wealthcare Advisory Partners LLC40,119$683K0.0%-9.4%0.289%
4/9/2024 Massmutual Trust Co. FSB ADV25,491$434K0.0%-7.5%0.167%
4/5/2024 Juncture Wealth Strategies LLC57,718$982K0.4%+1.6%0.377%
4/1/2024 IMPACTfolio LLC130,143$2.22M1.3%+7.6%0.851%
2/13/2024 Joseph Group Capital Management14,300$244K0.1%N/A0.093%
2/13/2024 Jones Financial Companies Lllp9,828$168K0.0%N/A0.064%
2/12/2024 Condor Capital Management179,599$3.07M0.3%+1.1%1.174%
2/12/2024 Stifel Financial Corp263,153$4.50M0.0%-1.3%1.720%
2/9/2024 Eagle Global Advisors LLC28,000$479K0.0%-9.7%0.183%
2/9/2024 Wells Fargo & Company MN613,015$10.48M0.0%+3.0%4.007%
2/8/2024 Janney Capital Management LLC150,563$2.57M0.2%-2.5%0.984%
2/8/2024 Quotient Wealth Partners LLC25,920$443K0.0%N/A0.169%
2/7/2024 One Capital Management LLC42,640$729K0.0%-30.0%0.279%
2/6/2024 Cherry Tree Wealth Management LLC17,618$301K0.1%-27.4%0.115%
2/6/2024 Private Advisor Group LLC45,306$774K0.0%+17.3%0.296%
2/6/2024 Wealthcare Advisory Partners LLC44,286$757K0.0%-75.0%0.289%
2/2/2024 Dohj LLC248,832$4.25M1.3%N/A1.626%
2/1/2024 Foster & Motley Inc.10,755$184K0.0%N/A0.070%
2/1/2024 CWM LLC4,384$75K0.0%N/A0.029%
2/1/2024 Vicus Capital47,535$812K0.1%-28.3%0.311%
1/30/2024 MBM Wealth Consultants LLC41,739$712K0.3%-2.6%0.273%
1/26/2024 Cerity Partners LLC432,753$7.40M0.0%+710.8%2.828%
1/26/2024 PrairieView Partners LLC300,581$5.14M0.6%+99.8%1.965%
1/24/2024 Detalus Advisors LLC33,351$570K0.2%-65.1%0.218%
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1/24/2024 Prime Capital Investment Advisors LLC43,485$743K0.0%+4.7%0.284%
1/24/2024 Allworth Financial LP727,891$12.44M0.1%-15.2%4.757%
1/24/2024 Private Trust Co. NA46,196$789K0.1%+926.8%0.302%
1/23/2024 FAS Wealth Partners Inc.33,713$576K0.1%-14.0%0.220%
1/18/2024 Strategic Financial Concepts LLC11,012$188K0.1%-13.8%0.072%
1/18/2024 Global Retirement Partners LLC3,747$64K0.0%-13.8%0.024%
1/17/2024 PFG Investments LLC20,573$352K0.1%-16.9%0.134%
1/16/2024 Raymond James Financial Services Advisors Inc.29,148$498K0.0%+4.1%0.191%
1/16/2024 Raymond James & Associates32,595$557K0.0%+8.8%0.213%
1/12/2024 Willis Johnson & Associates Inc.254,455$4.35M0.4%+51.6%1.663%
1/11/2024 OneAscent Financial Services LLC11,136$190K0.0%N/A0.073%
1/11/2024 FORVIS Wealth Advisors LLC42,380$724K0.0%-19.0%0.277%
1/8/2024 Juncture Wealth Strategies LLC56,828$971K0.4%+6.8%0.371%
1/5/2024 BancFirst Trust & Investment Management13,210$225K0.1%N/A0.086%
1/3/2024 Massmutual Trust Co. FSB ADV27,549$471K0.0%-10.1%0.180%
1/3/2024EisnerAmper Wealth Management Corporate Benefits LLC246,337$4.21M1.5%-7.1%1.610%
11/16/2023Moneta Group Investment Advisors LLC10,729$179K0.0%N/A0.070%
11/15/2023 Integrated Wealth Concepts LLC137,999$2.30M0.0%+0.7%0.902%
11/15/2023 Axxcess Wealth Management LLC15,200$254K0.0%N/A0.099%
11/14/2023 Rehmann Capital Advisory Group94,435$1.58M0.1%-0.7%0.617%
11/14/2023 Ancora Advisors LLC4,611$77K0.0%-13.2%0.030%
11/13/2023 Stifel Financial Corp266,673$4.45M0.0%-8.8%1.743%
11/13/2023 LPL Financial LLC353,103$5.89M0.0%-6.4%2.308%
11/9/2023 One Capital Management LLC60,900$1.02M0.0%-40.3%0.398%
11/9/2023 Prime Capital Investment Advisors LLC41,531$693K0.0%-28.8%0.271%
11/9/2023 UBS Group AG395,106$6.59M0.0%-14.5%2.582%
11/8/2023 HighTower Advisors LLC30,138$502K0.0%-9.8%0.197%
11/8/2023 Janney Capital Management LLC154,346$2.58M0.2%-3.2%1.009%
11/8/2023 Strategic Financial Concepts LLC12,780$213K0.1%+13.6%0.084%
11/7/2023 Merit Financial Group LLC29,673$495K0.0%N/A0.194%
10/31/2023 Allworth Financial LP858,104$14.32M0.1%+56.3%5.609%
10/26/2023 FORVIS Wealth Advisors LLC52,293$873K0.0%-46.6%0.342%
10/25/2023 Willis Johnson & Associates Inc.167,869$2.80M0.3%+16.7%1.097%
10/24/2023 Stratos Wealth Partners LTD.10,230$171K0.0%N/A0.067%
10/24/2023 Raymond James Financial Services Advisors Inc.28,000$467K0.0%-6.5%0.183%
10/24/2023 Raymond James & Associates29,950$500K0.0%+5.0%0.196%
10/23/2023 Vicus Capital66,300$1.11M0.1%-52.8%0.433%
10/23/2023 FAS Wealth Partners Inc.39,189$654K0.1%-2.6%0.256%
10/23/2023Commonwealth Equity Services LLC23,904$399K0.0%-8.1%0.156%
10/23/2023 PrairieView Partners LLC150,471$2.51M0.3%-16.4%0.983%
10/19/2023 MBM Wealth Consultants LLC42,834$716K0.3%-35.3%0.280%
10/18/2023 Private Trust Co. NA4,499$75K0.0%-49.3%0.029%
10/17/2023 1900 Wealth Management LLC12,741$213K0.0%-88.1%0.083%
10/13/2023 Global Retirement Partners LLC4,347$72K0.0%+82.3%0.028%
10/12/2023 Wealthcare Advisory Partners LLC177,471$2.96M0.1%-10.5%1.160%
10/10/2023 IMPACTfolio LLC120,653$2.01M1.5%+6.1%0.789%
10/10/2023 Juncture Wealth Strategies LLC53,233$888K0.4%+2.5%0.348%
10/10/2023Bartlett & Co. LLC78,402$1.31M0.0%-10.1%0.512%
10/4/2023 Massmutual Trust Co. FSB ADV30,632$511K0.0%-63.6%0.200%
9/26/2023 M Holdings Securities Inc.304,401$5.13M1.1%-39.4%1.990%
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9/12/2023Farther Finance Advisors LLC6,000$101K0.0%N/A0.039%
8/23/2023 Rehmann Capital Advisory Group95,066$1.60M0.1%-1.5%0.621%
8/17/2023 Vicus Capital140,366$2.36M0.2%-63.3%0.917%
8/14/2023 Cerity Partners LLC56,876$958K0.0%N/A0.372%
8/14/2023 Eqis Capital Management Inc.76,765$1.29M0.1%-1.3%0.502%
8/11/2023 Ameritas Investment Partners Inc.28,377$478K0.0%+7.9%0.185%
8/10/2023 Cetera Advisor Networks LLC20,801$350K0.0%+14.6%0.136%
8/10/2023 Cetera Investment Advisers24,649$415K0.0%-2.7%0.161%
8/9/2023 Flow Traders U.S. LLC18,344$309K0.0%-47.0%0.120%
8/8/2023 FORVIS Wealth Advisors LLC97,992$1.65M0.0%-20.6%0.640%
(Data available from 1/1/2016 forward)

SMB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SMB shares?

During the previous two years, 92 institutional investors and hedge funds held shares of VanEck Short Muni ETF. The most heavily invested institutionals were Bank of America Corp DE ($53.78M), Jane Street Group LLC ($23.09M), Allworth Financial LP ($12.44M), Wells Fargo & Company MN ($10.48M), Cerity Partners LLC ($7.40M), UBS Group AG ($6.59M), and Dohj LLC ($6.10M).Learn more on SMB's institutional investors.

Which institutional investors have been buying VanEck Short Muni ETF stock?

Of the 62 institutional investors that purchased VanEck Short Muni ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank of America Corp DE ($812.42K), Jane Street Group LLC ($807.25K), Allworth Financial LP ($683.67K), Cerity Partners LLC ($436.26K), Dohj LLC ($358.37K), UBS Group AG ($346.14K), and Condor Capital Management ($307.18K).

How much institutional buying is happening at VanEck Short Muni ETF?

Institutional investors have bought a total of 5,757,048 shares in the last 24 months. This purchase volume represents approximately $97.51M in transactions.

Which VanEck Short Muni ETF major shareholders have been selling company stock?

Of the 57 institutional investors that sold VanEck Short Muni ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Vicus Capital ($544.49K), LPL Financial LLC ($397.56K), Raymond James Financial Services Advisors Inc. ($384.69K), Condor Capital Management ($278.79K), M Holdings Securities Inc. ($249.29K), Wealthcare Advisory Partners LLC ($191.13K), and Leisure Capital Management ($158.04K).

How much institutional selling is happening at VanEck Short Muni ETF?

Institutional investors have sold a total of 3,642,947 shares in the last 24 months. This volume of shares sold represents approximately $61.55M in transactions.


This page (BATS:SMB) was last updated on 5/19/2024 by MarketBeat.com Staff

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