Home › SMB

Who holds SMB

VANECK ETF TRUST · 60 funds in the latest indexed 13Fs.

Export CSV

FundSharesValue% of portfolio
Allworth Financial LP2.3M$39.5M0.2%
BANK OF AMERICA CORP /DE/1.5M$26.8M0.0%
MORGAN STANLEY867.5K$15.1M0.0%
RAYMOND JAMES FINANCIAL INC811.9K$14.1M0.0%
JPMORGAN CHASE & CO718.2K$12.5M0.0%
Savant Capital, LLC597.8K$10.4M0.0%
LPL Financial LLC595.4K$10.3M0.0%
WELLS FARGO & COMPANY/MN589.9K$10.2M0.0%
STIFEL FINANCIAL CORP458.1K$7.9M0.0%
AMERIPRISE FINANCIAL INC390.6K$6.8M0.0%
UBS Group AG352.4K$6.1M0.0%
SEI INVESTMENTS CO271.0K$4.7M0.0%
MY Wealth Management Inc.258.9K$4.5M3.2%
Cerity Partners LLC239.6K$4.2M0.0%
CONDOR CAPITAL MANAGEMENT228.5K$4.0M0.3%
NICOLET BANKSHARES INC208.0K$3.6M0.1%
Willis Johnson & Associates, Inc.204.1K$3.5M0.2%
INDEPENDENT FINANCIAL GROUP, LLC185.4K$3.2M0.1%
IMPACTfolio, LLC174.5K$3.0M1.1%
Janney Montgomery Scott LLC146.3K$2.5M0.0%
Gradient Investments LLC135.2K$2.3M0.0%
Valeo Financial Advisors, LLC134.0K$2.3M0.0%
MML INVESTORS SERVICES, LLC130.8K$2.3M0.0%
JONES FINANCIAL COMPANIES LLLP103.8K$1.8M0.0%
Sanctuary Advisors, LLC100.5K$1.7M0.0%
Prosperity Consulting Group, LLC93.4K$1.6M0.1%
Private Advisor Group, LLC90.3K$1.6M0.0%
Westside Investment Management, Inc.74.4K$1.3M0.2%
Ascent Group, LLC65.3K$1.1M0.0%
Integrated Wealth Concepts LLC65.1K$1.1M0.0%
Elequin Capital, LP64.7K$1.1M0.0%
ENVESTNET ASSET MANAGEMENT INC64.4K$1.1M0.0%
OSAIC HOLDINGS, INC.51.6K$895,5570.0%
BARTLETT & CO. WEALTH MANAGEMENT LLC50.7K$879,3330.0%
FAS Wealth Partners, Inc.48.4K$840,1910.0%
Ameritas Investment Partners, Inc.48.2K$836,8350.0%
L2 Asset Management, LLC47.7K$827,6820.1%
FIFTH THIRD BANCORP44.8K$777,4020.0%
FORONJY FINANCIAL LLC43.1K$748,2110.3%
J.W. COLE ADVISORS, INC.38.5K$667,6740.0%
Arkadios Wealth Advisors38.4K$666,4790.0%
Beacon Pointe Advisors, LLC37.7K$653,8700.0%
Merit Financial Group, LLC37.0K$642,6370.0%
Composition Wealth, LLC36.6K$634,1820.0%
PRIVATE TRUST CO NA32.1K$556,2410.0%
Cetera Investment Advisers31.0K$537,8440.0%
Stronghold Wealth Management L.L.C.30.1K$521,7490.7%
ORBA Wealth Advisors, L.L.C.30.0K$520,8990.4%
Mariner, LLC29.4K$509,5840.0%
LaSalle St. Investment Advisors, LLC27.6K$479,5260.1%
THRIVENT FINANCIAL FOR LUTHERANS26.8K$465,0000.0%
NewEdge Advisors, LLC26.3K$455,6730.0%
Diversified Portfolios, Inc.22.4K$389,1430.0%
LIBERTY SQUARE WEALTH PARTNERS LLC21.8K$377,6060.1%
Envestnet Portfolio Solutions, Inc.21.6K$374,5340.0%
Capital Asset Advisory Services LLC21.4K$371,2900.0%
AXXCESS WEALTH MANAGEMENT, LLC21.4K$371,2900.0%
Kestra Advisory Services, LLC21.0K$364,0370.0%
JUNCTURE WEALTH STRATEGIES, LLC20.5K$355,0330.1%
COMMONWEALTH EQUITY SERVICES, LLC20.0K$346,6800.0%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

Funds
Funds
{{ r.name }}CIK {{ r.cik }}
→
Stocks
Stocks
{{ sm.ticker }} — {{ sm.name }}See who holds it
→
No 13F filers or stocks match “{{ searchQuery }}”. Try a ticker like AAPL or a manager name like Buffett.
{{ searchError }} Refresh and try again, or search a shorter name.

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter
{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}